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Williams Financial LLC Info
Size ($ in 1000's)
At 03/31/2024: $150,236
At 12/31/2023: $137,426

Williams Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Williams Financial LLC 13F filings. Link to 13F filings: SEC filings

Williams Financial LLC Top Holdings
As of  03/31/2024, below is a summary of the Williams Financial LLC top holdings by largest position size, as per the latest 13f filing made by Williams Financial LLC. In the Williams Financial LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Williams Financial LLC in that top holding, then the share count change between reporting periods, and finally the Williams Financial LLC top holding position size for that row.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
SPDR SER TR (SPYV) 686,030 +686,030 $34,370
     SPYV686,030+686,030$34,370
ISHARES TR (IWY) 113,147 +113,147 $22,075
     IWY113,147+113,147$22,075
VANGUARD BD INDEX FDS (BIV) 290,431 +290,431 $21,898
     BIV290,431+290,431$21,898
ISHARES TR (SLQD) 375,165 +375,165 $18,466
     SLQD375,165+375,165$18,466
SCHWAB STRATEGIC TR 382,559 +382,559 $18,443
     SCHO382,559+382,559$18,443
DBX ETF TR (DBEF) 371,827 +371,827 $15,219
     DBEF371,827+371,827$15,219
DIMENSIONAL ETF TRUST (DFAS) 184,443 +184,443 $11,498
     DFAS184,443+184,443$11,498
WISDOMTREE TR 93,610 +93,610 $3,917
     DEM93,610+93,610$3,917
LOCKHEED MARTIN CORP 2,084 UNCH $948
     LMT2,084UNCH$948
EXXON MOBIL CORP 6,138 +48 $713
     XOM6,138+48$713
CVS HEALTH CORP 6,707 UNCH $535
     CVS6,707UNCH$535
SCHWAB STRATEGIC TR 5,017 +15 $409
     SCHM5,017+15$409
SYSCO CORP 3,828 -190 $311
     SYY3,828-190$311
ISHARES TR (EUSB) 6,364 -1,253 $273
     EUSB6,364-1,253$273
BERKSHIRE HATHAWAY INC DEL      $260
     BRK.B618+618$260
ISHARES TR (SUSC) 10,618 +837 $244
     SUSC10,618+837$244
AMAZON COM INC 1,264 +1,264 $228
     AMZN1,264+1,264$228
ISHARES TR (EAGG) 4,789 +86 $225
     EAGG4,789+86$225

See Full List: All Stocks Held By Williams Financial LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By Williams Financial LLC

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