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| Name: |
WILLS FINANCIAL GROUP, INC. |
| City: |
RICHMOND |
| State: |
VA |
| Zip: |
23226 |
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data |
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| Holdings
Found :
12 |
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Menu
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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 |
|
TMO |
Thermo Fisher Scientific |
38 |
- |
$595.30 |
$824,000 |
1,417 |
0.39% |
72,000 |
0 |
0 |
Medical Laboratories ... |
|
|
GOOG |
Alphabet Inc |
39 |
- |
$177.29 |
$752,000 |
4,940 |
0.35% |
56,000 |
0 |
0 |
Search Engines & Info... |
|
|
LOW |
Lowes Companies Inc |
47 |
- |
$231.11 |
$433,000 |
1,700 |
0.2% |
55,000 |
0 |
0 |
Home Improvement Stores |
|
|
HII |
Huntington Ingalls Industri... |
51 |
- |
$255.60 |
$331,000 |
1,135 |
0.16% |
36,000 |
0 |
0.003 |
Aerospace/Defense Pro... |
|
|
IVV |
iShares Core S&P 500 Etf |
52 |
- |
$532.13 |
$318,000 |
605 |
0.15% |
29,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PM |
Philip Morris International... |
53 |
- |
$99.83 |
$313,000 |
3,413 |
0.15% |
-8,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
VB |
Vanguard Small Cap VIPERS |
55 |
- |
$225.56 |
$296,000 |
1,296 |
0.14% |
20,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
RTX |
RTX Corp |
56 |
- |
$101.02 |
$282,000 |
2,890 |
0.13% |
39,000 |
0 |
0 |
Conglomerates |
|
|
MCK |
McKesson Corp |
57 |
- |
$531.10 |
$268,000 |
500 |
0.13% |
37,000 |
0 |
0 |
Drugs Wholesale |
|
|
MKL |
Markel Corp |
58 |
- |
$1,663.21 |
$239,000 |
157 |
0.11% |
16,000 |
0 |
0.001 |
Property & Casualty I... |
|
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MCD |
McDonalds Corp |
60 |
- |
$272.38 |
$219,000 |
775 |
0.1% |
-11,000 |
0 |
0 |
Restaurants |
|
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JEPI |
Jpmorgan Equity Premium Inc... |
61 |
- |
$0.00 |
$217,000 |
3,757 |
0.1% |
10,000 |
0 |
0 |
N/A |
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