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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 : 5     View All Holdings Currently Viewing:  New 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
   (ACN)1 Year Chart         ACN Accenture Plc 41 New $303.59 $708,000 2,042 0.33% 708,000 2,042 0    Management Services
   (V)1 Year Chart         V Visa Inc 42 New $280.10 $697,000 2,496 0.33% 697,000 2,496 0    Business Services
   (TXN)1 Year Chart         TXN Texas Instruments Inc 49 New $195.02 $339,000 1,945 0.16% 339,000 1,945 0    Semiconductor- Broad...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 50 New $924.79 $333,000 368 0.16% 333,000 368 0    Semiconductor - Speci...
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 59 New $55.79 $220,000 3,909 0.1% 220,000 3,909 0    N/A

      5 Records Found
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