0001525109-20-000002.txt : 20200512
0001525109-20-000002.hdr.sgml : 20200512
20200512110237
ACCESSION NUMBER: 0001525109-20-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200331
FILED AS OF DATE: 20200512
DATE AS OF CHANGE: 20200512
EFFECTIVENESS DATE: 20200512
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wills Financial Group, Inc.
CENTRAL INDEX KEY: 0001525109
IRS NUMBER: 541928644
STATE OF INCORPORATION: VA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14508
FILM NUMBER: 20867492
BUSINESS ADDRESS:
STREET 1: 704 LIBBIE AVENUE
STREET 2: PO BOX18338
CITY: RICHMOND
STATE: VA
ZIP: 23226-8338
BUSINESS PHONE: 804-330-3100
MAIL ADDRESS:
STREET 1: 704 LIBBIE AVENUE
STREET 2: PO BOX18338
CITY: RICHMOND
STATE: VA
ZIP: 23226-8338
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001525109
XXXXXXXX
03-31-2020
03-31-2020
Wills Financial Group, Inc.
704 LIBBIE AVENUE
PO BOX18338
RICHMOND
VA
23226-8338
13F HOLDINGS REPORT
028-14508
N
Adam J Mehrer
Investment Adviser Representative
804-330-3100
Adam J. Mehrer
Richmond
VA
05-12-2020
0
49
140356
false
INFORMATION TABLE
2
20200331-QuarterlyFiling.xml
20200331_QUARTERLYFILING
ALPHABET INC
CAP STK CL A
02079K305
1021
879
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SOLE
879
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ALPHABET INC
CAP STK CL C
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262
225
SH
SOLE
225
0
0
AMAZON COM INC
COM
023135106
3576
1834
SH
SOLE
1834
0
0
APPLE INC
COM
037833100
7397
29087
SH
SOLE
29087
0
0
AT&T INC
COM
00206R102
2295
78733
SH
SOLE
78733
0
0
Berkshire Hathaway Inc DEL
CL B NEW
084670702
8873
48530
SH
SOLE
48530
0
0
BLACKSTONE CORP INC
COM CL A
09260D107
1275
27989
SH
SOLE
27989
0
0
CARLYLE GROUP INC
COM
14316J108
1023
47233
SH
SOLE
47233
0
0
CHEVRON CORP NEW
COM
166764100
1319
18209
SH
SOLE
18209
0
0
CISCO SYS INC
COM
17275R102
1477
37567
SH
SOLE
37567
0
0
COCA COLA CO
COM
191216100
441
9976
SH
SOLE
9976
0
0
CONSOLIDATED EDISON INC
COM
209115104
1696
21750
SH
SOLE
21750
0
0
DANAHER CORP DEL
COM
235851102
5124
37021
SH
SOLE
37021
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0
DIGITAL RLTY TR INC
COM
253868103
371
2674
SH
SOLE
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DISNEY WALT CO
COM DISNEY
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SOLE
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DOMINION ENERGY INC
COM
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ESSENTIAL UTILS INC
COM
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EXXON MOBIL CORP
COM
30231G102
859
22627
SH
SOLE
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FIRST TR EXCHANG TRADED FD I
MANAGD MUN ETF
33739N108
1610
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SOLE
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FIRST TR EXCHANGE-TRADED FD
PFD Secs Inc ETF
33739E108
5332
325111
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SOLE
325111
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HERSHEY CO
COM
427866108
595
4491
SH
SOLE
4491
0
0
HOME DEPOT INC
COM
437076102
305
1636
SH
SOLE
1636
0
0
HUNTINGTON INGALLS INDS INC
COM
446413106
1464
8033
SH
SOLE
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0
0
INTEL CORP
COM
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4516
83444
SH
SOLE
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ISHARES GOLD TRUST
ISHARES
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2833
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188000
0
0
JOHNSON & JOHNSON
COM
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6080
46365
SH
SOLE
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LOCKHEED MARTIN CORP
COM
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MARKEL CORP
COM
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SOLE
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MEDTRONIC PLC
SHS
G5960L103
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22718
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MICROSOFT CORP
COM
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55482
SH
SOLE
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NIKE INC
CL B
654106103
3099
37450
SH
SOLE
37450
0
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NORFOLK SOUTHERN CORP
COM
655844108
1012
6932
SH
SOLE
6932
0
0
ONE GAS INC
COM
68235P108
454
5429
SH
SOLE
5429
0
0
PALO ALTO NETWORKS INC
COM
697435105
994
6064
SH
SOLE
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0
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PEPSICO INC
COM
713448108
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45739
SH
SOLE
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PFIZER INC
COM
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SH
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PROCTER AND GAMBLE CO
COM
742718109
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SH
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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22424
SH
SOLE
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0
SHERWIN WILLIAMS CO
COM
824348106
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SH
SOLE
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SOUTHERN CO
COM
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SH
SOLE
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STARBUCKS CORP
COM
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SH
SOLE
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THERMO FISHER SCIENTIFIC INC
COM
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SH
SOLE
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TRUIST FINL CORP
COM
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SH
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UNION PAC CORP
COM
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VANGUARD INDEX FDS
SMALL CP ETF
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VERIZON COMMUNICATIONS INC
COM
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SH
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VISA INC
COM CL A
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SH
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WALMART INC
COM
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SOLE
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ZOETIS INC
CL A
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SH
SOLE
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