0001525109-21-000001.txt : 20210217 0001525109-21-000001.hdr.sgml : 20210217 20210217141859 ACCESSION NUMBER: 0001525109-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210217 DATE AS OF CHANGE: 20210217 EFFECTIVENESS DATE: 20210217 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: 21643981 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 12-31-2020 12-31-2020 Wills Financial Group, Inc.

704 LIBBIE AVENUE PO BOX18338 RICHMOND VA 23226-8338

13F HOLDINGS REPORT 028-14508 N Adam J. Mehrer 804-330-3100 Adam J. Mehrer Richmond VA 02-17-2021 0 55 200667 false INFORMATION TABLE 2 20201231-QuarterlyFiling.xml 20201231_QUARTERLYFILING ALBEMARLE CORP COM 012653101 1858 12601 SH SOLE 12601 0 0 ALPHABET INC CAP STK CL A 02079K305 1587 906 SH SOLE 906 0 0 ALPHABET INC CAP STK CL C 02079K107 381 218 SH SOLE 218 0 0 AMAZON COM INC COM 023135106 6455 1982 SH SOLE 1982 0 0 AMERICAN WTR WRKS CO INC NEW COM 030420103 716 4668 SH SOLE 4668 0 0 APPLE INC COM 037833100 14594 109992 SH SOLE 109992 0 0 AT&T INC COM 00206R102 227 7917 SH SOLE 7917 0 0 Berkshire Hathaway Inc DEL CL B NEW 084670702 10890 46969 SH SOLE 46969 0 0 BLACKSTONE CORP INC COM CL A 09260D107 2118 32687 SH SOLE 32687 0 0 CHEVRON CORP NEW COM 166764100 1219 14444 SH SOLE 14444 0 0 COCA COLA CO COM 191216100 427 7793 SH SOLE 7793 0 0 COSTAR GROUP INC COM 22160N109 417 452 SH SOLE 452 0 0 DANAHER CORP DEL COM 235851102 8451 38044 SH SOLE 38044 0 0 DIGITAL RLTY TR INC COM 253868103 365 2617 SH SOLE 2617 0 0 DISNEY WALT CO COM DISNEY 254687106 5185 28619 SH SOLE 28619 0 0 DOMINION ENERGY INC COM 25746U109 7906 105146 SH SOLE 105146 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 303 3311 SH SOLE 3311 0 0 ESSENTIAL UTILS INC COM 29670G102 7892 166885 SH SOLE 166885 0 0 EXXON MOBIL CORP COM 30231G102 515 12501 SH SOLE 12501 0 0 FIRST TR EXCHANG TRADED FD I MANAGD MUN ETF 33739N108 2262 39886 SH SOLE 39886 0 0 FIRST TR EXCHANGE-TRADED FD PFD Secs Inc ETF 33739E108 6411 317550 SH SOLE 317550 0 0 HOME DEPOT INC COM 437076102 435 1638 SH SOLE 1638 0 0 HUNTINGTON INGALLS INDS INC COM 446413106 1802 10575 SH SOLE 10575 0 0 INTEL CORP COM 458140100 3191 64053 SH SOLE 64053 0 0 ISHARES GOLD TRUST ISHARES 464285105 4105 226460 SH SOLE 226460 0 0 ISHARES TR TIPS BD ETF 464287176 6624 51897 SH SOLE 51897 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 593 11373 SH SOLE 11373 0 0 JOHNSON & JOHNSON COM 478160104 7306 46424 SH SOLE 46424 0 0 JP MORGAN CHASE & CO COM 46625H100 278 2195 SH SOLE 2195 0 0 LOCKHEED MARTIN CORP COM 539830109 6944 19563 SH SOLE 19563 0 0 LOWES COS INC COM 548661107 348 2171 SH SOLE 2171 0 0 MARKEL CORP COM 570535104 3632 3515 SH SOLE 3515 0 0 MEDTRONIC PLC SHS G5960L103 2391 20412 SH SOLE 20412 0 0 MICROSOFT CORP COM 594918104 12436 55914 SH SOLE 55914 0 0 MORGAN STANLEY COM NEW 617446448 3779 55155 SH SOLE 55155 0 0 NEXTERA ENERGY INC COM 65339F101 1553 20135 SH SOLE 20135 0 0 NIKE INC CL B 654106103 5426 38357 SH SOLE 38357 0 0 NORFOLK SOUTHERN CORP COM 655844108 1580 6650 SH SOLE 6650 0 0 PALO ALTO NETWORKS INC COM 697435105 2471 6955 SH SOLE 6955 0 0 PEPSICO INC COM 713448108 6973 47025 SH SOLE 47025 0 0 PFIZER INC COM 717081103 2499 67892 SH SOLE 67892 0 0 PROCTER AND GAMBLE CO COM 742718109 7514 54008 SH SOLE 54008 0 0 SALESFORCE COM INC COM 79466L302 618 2780 SH SOLE 2780 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1219 19005 SH SOLE 19005 0 0 SHERWIN WILLIAMS CO COM 824348106 3167 4310 SH SOLE 4310 0 0 SOUTHERN CO COM 842587107 2686 43732 SH SOLE 43732 0 0 STARBUCKS CORP COM 855244109 1383 12934 SH SOLE 12934 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 2055 18851 SH SOLE 18851 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 382 821 SH SOLE 821 0 0 UNION PAC CORP COM 907818108 4280 20556 SH SOLE 20556 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 370 1902 SH SOLE 1902 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6751 114918 SH SOLE 114918 0 0 VISA INC COM CL A 92826C839 7057 32264 SH SOLE 32264 0 0 WALMART INC COM 931142103 4683 32488 SH SOLE 32488 0 0 ZOETIS INC CL A 98978V103 3957 23914 SH SOLE 23914 0 0