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WILLS FINANCIAL GROUP LLC
WILLS FINANCIAL GROUP LLC
Latest filing: 2026-06-30
WILLS FINANCIAL GROUP LLC runs WILLS FINANCIAL GROUP LLC and currently holds 82 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $274.75M. Their top holdings are BRK-B, AAPL, PANW, MSFT, GOOGL. The top five represent 28.3% of reported portfolio weight. WILLS FINANCIAL GROUP LLC ranks #955 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WILLS FINANCIAL GROUP LLC initiated 6 new positions. They added to 24 existing positions. They trimmed 33 positions. Their current best-performing preview position is PANW with returns of +79.33%.
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82 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BRK-B BERKSHIRE HATHAWAY INC DEL | 7.80% | $532.58 | $495.77 | -6.91% | Trimmed -2.88% |
 AAPL APPLE INC | 5.92% | $222.13 | $309.35 | +39.27% | Trimmed -0.01% |
 PANW PALO ALTO NETWORKS INC | 5.61% | $170.75 | $358.04 | +109.69% | Trimmed -8.74% |
 MSFT MICROSOFT CORP | 4.78% | $375.77 | $483.24 | +28.60% | Trimmed -0.20% |
 GOOGL ALPHABET INC | 4.15% | $154.64 | $344.82 | +122.98% | Trimmed -6.84% |
 LMT LOCKHEED MARTIN CORP | 3.80% | $446.95 | $563.68 | +26.12% | Trimmed -0.66% |
 AMZN AMAZON COM INC | 3.25% | $190.36 | $258.63 | +35.86% | Trimmed -0.42% |
 JPST J P MORGAN EXCHANGE TRADED F | 3.08% | $50.71 | $50.53 | -0.36% | Trimmed -2.45% |
 PG PROCTER & GAMBLE CO | 2.67% | $169.83 | $144.69 | -14.80% | Added +0.47% |
 UNP UNION PAC CORP | 2.57% | $236.91 | $308.10 | +30.05% | Added +2.08% |
Showing 1-10 of 82