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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
21
1
3
1
1
0
16
3
0
WILLS FINANCIAL GROUP INC

Time Period2019-06-30

Total Holdings54

Total Value ($x1000)153,503
Activities
New1

Increased31

Unchanged1

Decreased21

Sold Out4

Top 10 Stock Holdingstotal 45.42%
BRK.B6.88

WTR5.2

JNJ4.73

MSFT4.7

D4.5

 
AAPL4.07

FPE4.05

PEP3.87

LMT3.83

PG3.59

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
6.88%
CL B NEW
WTR
5.2%
COM
JNJ
4.73%
COM
MSFT
4.7%
COM
D
4.5%
COM
AAPL
4.07%
COM
FPE
4.05%
PFD SECS INC ETF
PEP
3.87%
COM
LMT
3.83%
COM
PG
3.59%
COM
V
3.38%
COM CL A
VZ
3.34%
COM
DHR
3.21%
COM
INTC
2.62%
COM
MKL
2.47%
COM
AMZN
2.16%
COM
PFE
2.12%
COM
XOM
2.09%
COM
UNP
1.98%
COM
NKE
1.94%
CL B
BA
1.91%
COM
DIS
1.78%
COM DISNEY
T
1.71%
COM
LYB
1.67%
SHS - A -
SO
1.65%
COM
RFEM
1.64%
RIVR FRNT DYN
SJM
1.59%
COM NEW
CSCO
1.39%
COM
CVX
1.33%
COM
FEMB
1.31%
EME MRK BD ETF
MDT
1.17%
SHS
MMM
1.09%
COM
ED
1.01%
COM
SHW
0.99%
COM
EOG
0.96%
COM
NSC
0.85%
COM
HII
0.81%
COM
SCHD
0.79%
US DIVIDEND EQ
PANW
0.78%
COM
LUV
0.77%
COM
GOOGL
0.68%
CAP STK CL A
BBT
0.44%
COM
VB
0.42%
SMALL CP ETF
KO
0.36%
COM
VO
0.35%
MID CAP ETF
HD
0.29%
COM
FTA
0.23%
COM SHS
TRV
0.22%
COM
OGS
0.2%
COM
DLR
0.2%
COM
BLBD
0.2%
COM
TMO
0.18%
COM
LOW
0.16%
COM
GOOG
0.16%
CAP STK CL C
JPM
0.84%
COM
ALB
0.38%
COM
BLK
0.31%
COM
MO
0.14%
COM