WILLS FINANCIAL GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OCSL | 295K | $3.76M |
 | WTRG | 157K | $6.03M |
 | PFE | 109K | $2.72M |
 | D | 74K | $4.33M |
 | AUB | 65K | $2.28M |
 | VZ | 63K | $2.55M |
 | AAPL | 57K | $15.38M |
 | GEHC | 54K | $4.42M |
 | PG | 51K | $7.32M |
 | PEP | 51K | $7.31M |
 | PANW | 48K | $8.93M |
 | KMB | 48K | $4.86M |
 | SO | 45K | $3.93M |
 | BRK-B | 45K | $22.61M |
 | CVX | 42K | $6.38M |
 | GOOGL | 41K | $12.79M |
 | CF | 40K | $3.13M |
 | AMZN | 38K | $8.86M |
 | DHR | 37K | $8.49M |
 | MSFT | 35K | $17.15M |
Oaktree Specialty Lending Corporation
OCSL
Shares Held
295K
Value
$3.76M
Essential Utilities, Inc.
WTRG
Shares Held
157K
Value
$6.03M
Pfizer Inc.
PFE
Shares Held
109K
Value
$2.72M
Dominion Energy, Inc.
D
Shares Held
74K
Value
$4.33M
Atlantic Union Bankshares Corporation
AUB
Shares Held
65K
Value
$2.28M
Verizon Communications Inc.
VZ
Shares Held
63K
Value
$2.55M
Apple Inc.
AAPL
Shares Held
57K
Value
$15.38M
GE HealthCare Technologies Inc.
GEHC
Shares Held
54K
Value
$4.42M
The Procter & Gamble Company
PG
Shares Held
51K
Value
$7.32M
PepsiCo, Inc.
PEP
Shares Held
51K
Value
$7.31M
Palo Alto Networks, Inc.
PANW
Shares Held
48K
Value
$8.93M
Kimberly-Clark Corporation
KMB
Shares Held
48K
Value
$4.86M
The Southern Company
SO
Shares Held
45K
Value
$3.93M
Berkshire Hathaway Inc.
BRK-B
Shares Held
45K
Value
$22.61M
Chevron Corporation
CVX
Shares Held
42K
Value
$6.38M
Alphabet Inc.
GOOGL
Shares Held
41K
Value
$12.79M
CF Industries Holdings, Inc.
CF
Shares Held
40K
Value
$3.13M
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$8.86M
Danaher Corporation
DHR
Shares Held
37K
Value
$8.49M
Microsoft Corporation
MSFT
Shares Held
35K
Value
$17.15M