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 SH SOLE 879 0 0 ALPHABET INC CAP STK CL C 02079K107 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 0 0 DIGITAL RLTY TR INC COM 253868103 371 2674 SH SOLE 2674 0 0 DISNEY WALT CO COM DISNEY 254687106 2952 30559 SH SOLE 30559 0 0 DOMINION ENERGY INC COM 25746U109 7153 99081 SH SOLE 99081 0 0 ESSENTIAL UTILS INC COM 29670G102 7757 190590 SH SOLE 190590 0 0 EXXON MOBIL CORP COM 30231G102 859 22627 SH SOLE 22627 0 0 FIRST TR EXCHANG TRADED FD I MANAGD MUN ETF 33739N108 1610 29770 SH SOLE 29770 0 0 FIRST TR EXCHANGE-TRADED FD PFD Secs Inc ETF 33739E108 5332 325111 SH SOLE 325111 0 0 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 8033 0 0 INTEL CORP COM 458140100 4516 83444 SH SOLE 83444 0 0 ISHARES GOLD TRUST ISHARES 464285105 2833 188000 SH SOLE 188000 0 0 JOHNSON & JOHNSON COM 478160104 6080 46365 SH SOLE 46365 0 0 LOCKHEED MARTIN CORP COM 539830109 6357 18754 SH SOLE 18754 0 0 MARKEL CORP COM 570535104 3494 3765 SH SOLE 3765 0 0 MEDTRONIC PLC SHS G5960L103 2049 22718 SH SOLE 22718 0 0 MICROSOFT CORP COM 594918104 8750 55482 SH SOLE 55482 0 0 NIKE INC CL B 654106103 3099 37450 SH SOLE 37450 0 0 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 6064 0 0 PEPSICO INC COM 713448108 5493 45739 SH SOLE 45739 0 0 PFIZER INC COM 717081103 2379 72895 SH SOLE 72895 0 0 PROCTER AND GAMBLE CO COM 742718109 5938 53985 SH SOLE 53985 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1009 22424 SH SOLE 22424 0 0 SHERWIN WILLIAMS CO COM 824348106 2036 4430 SH SOLE 4430 0 0 SOUTHERN CO COM 842587107 2497 46114 SH SOLE 46114 0 0 STARBUCKS CORP COM 855244109 812 12345 SH SOLE 12345 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 233 821 SH SOLE 821 0 0 TRUIST FINL CORP COM 89832Q109 388 12573 SH SOLE 12573 0 0 UNION PAC CORP COM 907818108 2794 19811 SH SOLE 19811 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 604 5232 SH SOLE 5232 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5098 94882 SH SOLE 94882 0 0 VISA INC COM CL A 92826C839 4901 30418 SH SOLE 30418 0 0 WALMART INC COM 931142103 337 2967 SH SOLE 2967 0 0 ZOETIS INC CL A 98978V103 2022 17183 SH SOLE 17183 0 0