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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
23
2
3
1
1
0
17
2
0
WILLS FINANCIAL GROUP INC

Time Period2019-03-31

Total Holdings57

Total Value ($x1000)147,411
Activities
New2

Increased30

Unchanged4

Decreased21

Sold Out3

Top 10 Stock Holdingstotal 44.59%
BRK.B6.72

JNJ4.96

WTR4.75

D4.65

AAPL4.45

 
MSFT4.3

FPE4.1

PEP3.77

PG3.55

VZ3.34

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BRK.B
6.72%
CL B NEW
JNJ
4.96%
COM
WTR
4.75%
COM
D
4.65%
COM
AAPL
4.45%
COM
MSFT
4.3%
COM
FPE
4.1%
PFD SECS INC ETF
PEP
3.77%
COM
PG
3.55%
COM
VZ
3.34%
COM
LMT
3.25%
COM
V
3.16%
COM CL A
INTC
3.1%
COM
DHR
2.95%
COM
XOM
2.38%
COM
MKL
2.28%
COM
PFE
2.16%
COM
BA
2.05%
COM
UNP
2.04%
COM
NKE
1.97%
CL B
MMM
1.95%
COM
AMZN
1.87%
COM
LYB
1.81%
SHS - A -
T
1.78%
COM
RFEM
1.74%
RIVR FRNT DYN
SO
1.6%
COM
SJM
1.54%
COM NEW
DIS
1.46%
COM DISNEY
FEMB
1.37%
EME MRK BD ETF
CVX
1.36%
COM
MDT
1.14%
SHS
EOG
1.03%
COM
SHW
0.99%
COM
LUV
0.87%
COM
ED
0.84%
COM
JPM
0.84%
COM
NSC
0.83%
COM
HII
0.77%
COM
GOOGL
0.77%
CAP STK CL A
SCHD
0.76%
US DIVIDEND EQ
CSCO
0.62%
COM
BBT
0.43%
COM
ALB
0.38%
COM
KO
0.36%
COM
VO
0.34%
MID CAP ETF
VB
0.31%
SMALL CP ETF
BLK
0.31%
COM
HD
0.28%
COM
FTA
0.24%
COM SHS
DLR
0.22%
COM
TRV
0.21%
COM
GOOG
0.2%
CAP STK CL C
LOW
0.19%
COM
BLBD
0.18%
COM
TMO
0.18%
COM
OGS
0.14%
COM
MO
0.14%
COM
DM
0.73%
COM UT REP LTD
AGN
0.17%
SHS
BHP
0.16%
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