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  Name: WILLS FINANCIAL GROUP, INC.
  City: RICHMOND
  State: VA
  Zip: 23226
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $212,281,000
  Total Value Change : $14,205,000
  Securities Held Change : 5
   
All Securities Held : 63
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 34
  Unchanged Positions : 12
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 1 - $408.50 $19,646,000 46,718 9.25% 2,926,000 -161 0.003    Property & Casualty I...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $432.68 $18,675,000 44,388 8.8% 1,941,000 -113 0.001    Application Software
   (PEP)1 Year Chart         PEP Pepsico Inc 7 - $165.07 $8,432,000 48,181 3.97% 240,000 -50 0.003    Beverage Soft Drinks...
   (D)1 Year Chart         D Dominion Energy Inc 16 - $51.53 $4,900,000 99,611 2.31% 188,000 -646 0.012    Electric Utilities
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 17 - $43.77 $4,800,000 114,268 2.26% 314,000 -660 0.006    Closed - End Fund - E...
   (SHW)1 Year Chart         SHW Sherwin Williams Co 19 - $296.00 $4,453,000 12,819 2.1% 454,000 -3 0.005    General Building Mate...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 24 - $40.42 $3,273,000 78,003 1.54% 329,000 -77 0.002    Telecom Services - Do...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 27 - $1,461.03 $2,724,000 2,055 1.28% -54,000 -434 0.001    Semiconductor- Broad...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 33 - $146.76 $1,619,000 10,233 0.76% -53,000 -434 0    Drug Manufacturers - ...
   (DUK)1 Year Chart         DUK Duke Energy Corp 46 - $102.36 $607,000 6,278 0.29% -6,000 -37 0.001    Electric Utilities
   (PFE)1 Year Chart         PFE Pfizer Inc 48 - $28.03 $387,000 13,930 0.18% -24,000 -345 0    Drug Manufacturers - ...
   (ZBRA)1 Year Chart         ZBRA Zebra Technologies Corp 54 - $297.21 $306,000 1,016 0.14% 14,000 -51 0.002    Computer Peripherals
      12 Records Found
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