Wills Financial Group, Inc. current holdings: USA ETF
Wills Financial Group, Inc. reported $0.00 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 6 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are SCHD, RDVY, IVV.
- SCHD: Country of operation —; Class US DIVIDEND EQ; Shares 58,916; Value $1,609,584.
- RDVY: Country of operation —; Class RISNG DIVD ACHIV; Shares 8,335; Value $492,940.
- IVV: Country of operation —; Class CORE S&P500 ETF; Shares 625; Value $367,925.
- JEPI: Country of operation —; Class EQUITY PREMIUM; Shares 6,129; Value $352,601.
Form 13F-HR as filed (SEC CIK 1525109): quarter ended 2024-12-31, filed 2025-02-14. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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