SEC Form 13F

Wills Financial Group, Inc. 13F Holdings

Report period2024-12-31
Publicly available2025-02-15
Reported value$231,605,629
Positions65

Largest disclosed positions

IssuerTickerClassReported valueReported amount
Berkshire Hathaway Inc DELBRK.BCL B NEW$21,232,55746,842
APPLE INCAAPLCOM$17,408,11669,516
MICROSOFT CORPMSFTCOM$17,145,62540,678
LOCKHEED MARTIN CORPLMTCOM$10,288,21421,172
DANAHER CORP DELDHRCOM$9,594,39941,797
PALO ALTO NETWORKS INCPANWCOM$9,075,81649,878
PROCTER AND GAMBLE COPGCOM$8,441,29650,351
AMAZON COM INCAMZNCOM$8,197,50737,365
ALPHABET INCGOOGLCAP STK CL A$8,165,09743,133
PEPSICO INCPEPCOM$7,550,36749,654

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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