|
⚲
|
| Wills Financial Group Inc
✚
| |
|---|---|
| CRD # | 109554 |
| SEC # | 801-56590 |
| CIK # | 0001525109 |
| AUM | $333.3 MM (2024-03-23) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 804-330-3100 |
| Address | 704 Libbie Avenue Richmond, VA 23226-2622 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 19.8 | |
| AAPL | 2,382,844.0 | 14.9 | |
| LMT | 111,953.9 | 10.7 | |
| PANW | 49,011.6 | 10.3 | |
| DHR | 183,136.1 | 10.2 | |
| PG | 338,108.9 | 8.3 | |
| PEP | 226,773.9 | 7.9 | |
| GOOGL | 1,475,138.5 | 7.7 | |
| AMZN | 1,092,997.8 | 6.8 | |
| WTRG | 11,942.4 | 6.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 166 | 59.6 |
| (b) Individuals (high net worth individuals) | 84 | 270.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 717 | 333.3 |
| By Discretionary | ||
| Discretionary | 717 | 333.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 717 | 333.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 333.0 | |
| Total | 717 | 333.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001525109] |
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|---|---|---|
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|
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