WILLS FINANCIAL GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KVUE | 290K | $4.71M |
 | OCSL | 233K | $3.04M |
 | WTRG | 159K | $6.36M |
 | D | 74K | $4.55M |
 | VZ | 62K | $2.71M |
 | GEHC | 58K | $4.39M |
 | AAPL | 57K | $14.48M |
 | PEP | 52K | $7.29M |
 | PG | 50K | $7.72M |
 | PANW | 47K | $9.63M |
 | BRK-B | 45K | $22.81M |
 | SO | 44K | $4.15M |
 | CF | 42K | $3.78M |
 | GOOGL | 42K | $10.16M |
 | MSFT | 40K | $20.95M |
 | CVX | 39K | $6.08M |
 | DHR | 38K | $7.63M |
 | AMZN | 38K | $8.41M |
 | NEE | 34K | $2.60M |
 | MRK | 33K | $2.74M |
Kenvue Inc.
KVUE
Shares Held
290K
Value
$4.71M
Oaktree Specialty Lending Corporation
OCSL
Shares Held
233K
Value
$3.04M
Essential Utilities, Inc.
WTRG
Shares Held
159K
Value
$6.36M
Dominion Energy, Inc.
D
Shares Held
74K
Value
$4.55M
Verizon Communications Inc.
VZ
Shares Held
62K
Value
$2.71M
GE HealthCare Technologies Inc.
GEHC
Shares Held
58K
Value
$4.39M
Apple Inc.
AAPL
Shares Held
57K
Value
$14.48M
PepsiCo, Inc.
PEP
Shares Held
52K
Value
$7.29M
The Procter & Gamble Company
PG
Shares Held
50K
Value
$7.72M
Palo Alto Networks, Inc.
PANW
Shares Held
47K
Value
$9.63M
Berkshire Hathaway Inc.
BRK-B
Shares Held
45K
Value
$22.81M
The Southern Company
SO
Shares Held
44K
Value
$4.15M
CF Industries Holdings, Inc.
CF
Shares Held
42K
Value
$3.78M
Alphabet Inc.
GOOGL
Shares Held
42K
Value
$10.16M
Microsoft Corporation
MSFT
Shares Held
40K
Value
$20.95M
Chevron Corporation
CVX
Shares Held
39K
Value
$6.08M
Danaher Corporation
DHR
Shares Held
38K
Value
$7.63M
Amazon.com, Inc.
AMZN
Shares Held
38K
Value
$8.41M
NextEra Energy, Inc.
NEE
Shares Held
34K
Value
$2.60M
Merck & Co., Inc.
MRK
Shares Held
33K
Value
$2.74M