Bill Few Associates
Latest statistics and disclosures from Bill Few Associates's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, NVDA, JPM, GOOG, and represent 24.49% of Bill Few Associates's stock portfolio.
- Added to shares of these 10 stocks: CSCO, CGCB, VOO, COP, VTEB, MMIT, CGGO, CGXU, MDYG, WINN.
- Started 8 new stock positions in EQT, CRM, BSCS, COP, LRCX, MMIT, VTEB, BSCU.
- Reduced shares in these 10 stocks: JNPR, AAPL, WBND, DOW, CARR, CSX, , , Invesco Bulletshares 2024 Mu buls, CEG.
- Sold out of its positions in CSX, CARR, CEG, DOW, ERIE, EXC, F, Invesco Bulletshares 2024 Mu buls, WBND, NKE. SBSI, VEA.
- Bill Few Associates was a net buyer of stock by $1.7M.
- Bill Few Associates has $285M in assets under management (AUM), dropping by 0.95%.
- Central Index Key (CIK): 0001914644
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Portfolio Holdings for Bill Few Associates
Bill Few Associates holds 174 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.1 | $23M | -2% | 92k | 250.42 |
|
| Microsoft Corporation (MSFT) | 5.9 | $17M | 40k | 421.50 |
|
|
| NVIDIA Corporation (NVDA) | 5.0 | $14M | 106k | 134.29 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $8.1M | 34k | 239.71 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.7 | $7.6M | 40k | 190.44 |
|
|
| Oracle Corporation (ORCL) | 2.6 | $7.3M | -2% | 44k | 166.64 |
|
| TJX Companies (TJX) | 2.4 | $6.9M | 57k | 120.81 |
|
|
| Abbvie (ABBV) | 2.2 | $6.2M | 35k | 177.70 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 2.2 | $6.1M | -2% | 36k | 172.42 |
|
| Home Depot (HD) | 2.0 | $5.6M | 14k | 388.99 |
|
|
| Procter & Gamble Company (PG) | 1.9 | $5.4M | 32k | 167.65 |
|
|
| American Express Company (AXP) | 1.8 | $5.0M | 17k | 296.80 |
|
|
| Exxon Mobil Corporation (XOM) | 1.7 | $5.0M | 46k | 107.57 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $4.5M | 10k | 453.28 |
|
|
| Abbott Laboratories (ABT) | 1.4 | $4.1M | 36k | 113.11 |
|
|
| AmerisourceBergen (COR) | 1.4 | $4.0M | +2% | 18k | 224.67 |
|
| Chevron Corporation (CVX) | 1.4 | $4.0M | 28k | 144.84 |
|
|
| Verizon Communications (VZ) | 1.4 | $4.0M | +5% | 99k | 39.99 |
|
| Rockwell Automation (ROK) | 1.4 | $4.0M | 14k | 285.80 |
|
|
| Automatic Data Processing (ADP) | 1.4 | $3.9M | 13k | 292.73 |
|
|
| Pepsi (PEP) | 1.4 | $3.9M | 26k | 152.06 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $3.8M | +10% | 7.1k | 538.77 |
|
| Honeywell International (HON) | 1.2 | $3.5M | 16k | 225.88 |
|
|
| International Business Machines (IBM) | 1.2 | $3.4M | 16k | 219.83 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 1.2 | $3.4M | +6% | 96k | 35.26 |
|
| Dominion Resources (D) | 1.1 | $3.3M | +6% | 61k | 53.86 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 1.1 | $3.2M | +7% | 59k | 54.69 |
|
| American Tower Reit (AMT) | 1.1 | $3.1M | +2% | 17k | 183.41 |
|
| Walt Disney Company (DIS) | 1.0 | $2.8M | 26k | 111.35 |
|
|
| Eaton Corp SHS (ETN) | 1.0 | $2.8M | 8.6k | 331.86 |
|
|
| UGI Corporation (UGI) | 1.0 | $2.8M | -5% | 100k | 28.23 |
|
| Kraft Heinz (KHC) | 0.9 | $2.7M | 87k | 30.71 |
|
|
| Avery Dennison Corporation (AVY) | 0.9 | $2.5M | 13k | 187.13 |
|
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.8 | $2.3M | +13% | 95k | 24.67 |
|
| PNC Financial Services (PNC) | 0.8 | $2.3M | 12k | 192.86 |
|
|
| Cisco Systems (CSCO) | 0.8 | $2.3M | +146% | 39k | 59.20 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $2.2M | 3.7k | 586.02 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.8 | $2.2M | +5% | 48k | 44.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $2.1M | +2% | 11k | 189.30 |
|
| Pfizer (PFE) | 0.7 | $2.1M | -8% | 80k | 26.53 |
|
| Paypal Holdings (PYPL) | 0.7 | $2.1M | +2% | 24k | 85.35 |
|
| Us Bancorp Del Com New (USB) | 0.7 | $2.0M | -2% | 42k | 47.83 |
|
| Amazon (AMZN) | 0.7 | $2.0M | +4% | 9.2k | 219.39 |
|
| Starbucks Corporation (SBUX) | 0.7 | $2.0M | -2% | 22k | 91.25 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.7 | $1.9M | +17% | 67k | 29.22 |
|
| Wal-Mart Stores (WMT) | 0.6 | $1.7M | 19k | 90.35 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.6M | -3% | 2.1k | 772.00 |
|
| Visa Com Cl A (V) | 0.5 | $1.5M | -2% | 4.8k | 316.04 |
|
| Becton, Dickinson and (BDX) | 0.5 | $1.5M | -11% | 6.7k | 226.87 |
|
| Raymond James Financial (RJF) | 0.5 | $1.5M | -4% | 9.6k | 155.33 |
|
| Applied Materials (AMAT) | 0.5 | $1.5M | -9% | 9.1k | 162.63 |
|
| F.N.B. Corporation (FNB) | 0.5 | $1.4M | 92k | 14.78 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $1.4M | 2.00 | 680920.00 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $1.3M | 9.1k | 144.62 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.3M | 4.5k | 289.81 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $1.3M | +22% | 38k | 34.13 |
|
| Tesla Motors (TSLA) | 0.4 | $1.3M | 3.1k | 403.84 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $1.3M | 14k | 88.40 |
|
|
| Merck & Co (MRK) | 0.4 | $1.2M | 12k | 99.48 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.4 | $1.2M | +13% | 14k | 87.25 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.4 | $1.2M | +161% | 46k | 25.79 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.4 | $1.1M | 2.0k | 569.58 |
|
|
| PPG Industries (PPG) | 0.4 | $1.1M | +2% | 9.2k | 119.45 |
|
| Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) | 0.4 | $1.1M | +18% | 26k | 42.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.1M | -2% | 1.9k | 588.68 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.0M | -2% | 12k | 87.90 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.0M | -10% | 3.6k | 289.87 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.3 | $969k | +37% | 11k | 86.89 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $923k | +35% | 25k | 37.17 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.3 | $891k | +30% | 11k | 80.20 |
|
| Philip Morris International (PM) | 0.3 | $863k | -2% | 7.2k | 120.35 |
|
| Stryker Corporation (SYK) | 0.3 | $850k | 2.4k | 360.05 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $799k | 3.6k | 220.96 |
|
|
| Caterpillar (CAT) | 0.3 | $763k | -14% | 2.1k | 362.78 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $758k | 3.8k | 197.49 |
|
|
| At&t (T) | 0.3 | $717k | -4% | 32k | 22.77 |
|
| Altria (MO) | 0.2 | $701k | +2% | 13k | 52.29 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.2 | $688k | +10% | 20k | 34.97 |
|
| Marsh & McLennan Companies (MMC) | 0.2 | $670k | 3.2k | 212.41 |
|
|
| Waste Management (WM) | 0.2 | $661k | -5% | 3.3k | 201.79 |
|
| J P Morgan Exchange Traded F Realty Income Et (JPRE) | 0.2 | $643k | -2% | 14k | 47.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $626k | 1.2k | 511.38 |
|
|
| J P Morgan Exchange Traded F Inflation Manage (JCPI) | 0.2 | $618k | +22% | 13k | 46.80 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $608k | 663.00 | 916.27 |
|
|
| Meta Platforms Cl A (META) | 0.2 | $600k | 1.0k | 585.51 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $565k | 10k | 56.56 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.2 | $555k | +4% | 4.2k | 131.04 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.2 | $551k | +87% | 20k | 27.21 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $548k | +37% | 9.5k | 57.41 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $544k | 5.1k | 107.74 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $536k | 2.4k | 228.04 |
|
|
| Deere & Company (DE) | 0.2 | $533k | -10% | 1.3k | 423.68 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $524k | +37% | 5.8k | 90.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $514k | -20% | 8.3k | 62.31 |
|
| Crown Castle Intl (CCI) | 0.2 | $497k | 5.5k | 90.76 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $489k | 4.0k | 122.59 |
|
|
| Ge Aerospace Com New (GE) | 0.2 | $487k | -5% | 2.9k | 166.79 |
|
| Southern Company (SO) | 0.2 | $479k | 5.8k | 82.32 |
|
|
| Netflix (NFLX) | 0.2 | $472k | 529.00 | 891.32 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $457k | -7% | 12k | 37.53 |
|
| Bank of New York Mellon Corporation (BK) | 0.2 | $455k | +75% | 5.9k | 76.83 |
|
| Nextera Energy (NEE) | 0.2 | $441k | -7% | 6.1k | 71.69 |
|
| Amgen (AMGN) | 0.2 | $432k | 1.7k | 260.64 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $429k | -4% | 3.7k | 115.72 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $428k | 6.6k | 65.08 |
|
|
| 3M Company (MMM) | 0.1 | $422k | -4% | 3.3k | 129.07 |
|
| Dover Corporation (DOV) | 0.1 | $417k | -4% | 2.2k | 187.60 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) | 0.1 | $412k | 18k | 23.57 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.1 | $404k | 17k | 23.60 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) | 0.1 | $401k | +99% | 18k | 22.94 |
|
| Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) | 0.1 | $400k | 17k | 23.33 |
|
|
| PPL Corporation (PPL) | 0.1 | $393k | -8% | 12k | 32.46 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $390k | +2% | 803.00 | 485.94 |
|
| UnitedHealth (UNH) | 0.1 | $389k | -24% | 769.00 | 505.86 |
|
| Shell Spon Ads (SHEL) | 0.1 | $388k | +5% | 6.2k | 62.65 |
|
| Genuine Parts Company (GPC) | 0.1 | $385k | 3.3k | 116.76 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $378k | +5% | 7.4k | 51.14 |
|
| Intel Corporation (INTC) | 0.1 | $375k | -24% | 19k | 20.05 |
|
| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $374k | 15k | 24.43 |
|
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $368k | 14k | 26.92 |
|
|
| Gilead Sciences (GILD) | 0.1 | $365k | 4.0k | 92.37 |
|
|
| Coca-Cola Company (KO) | 0.1 | $363k | 5.8k | 62.26 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $363k | +200% | 16k | 22.70 |
|
| Nucor Corporation (NUE) | 0.1 | $332k | -7% | 2.8k | 116.71 |
|
| ConocoPhillips (COP) | 0.1 | $329k | NEW | 3.3k | 99.17 |
|
| First Commonwealth Financial (FCF) | 0.1 | $324k | 19k | 16.92 |
|
|
| WesBan (WSBC) | 0.1 | $324k | -7% | 10k | 32.54 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $321k | 2.3k | 139.50 |
|
|
| Ansys (ANSS) | 0.1 | $321k | 950.00 | 337.33 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $318k | NEW | 6.3k | 50.13 |
|
| Boeing Company (BA) | 0.1 | $316k | -5% | 1.8k | 176.96 |
|
| Fifth Third Ban (FITB) | 0.1 | $316k | 7.5k | 42.28 |
|
|
| New York Life Invts Active E Nyli Mackay Mun (MMIT) | 0.1 | $315k | NEW | 13k | 24.01 |
|
| Wells Fargo & Company (WFC) | 0.1 | $315k | 4.5k | 70.24 |
|
|
| Public Storage (PSA) | 0.1 | $310k | 1.0k | 299.44 |
|
|
| Pentair SHS (PNR) | 0.1 | $305k | -3% | 3.0k | 100.64 |
|
| General Dynamics Corporation (GD) | 0.1 | $305k | 1.2k | 263.49 |
|
|
| Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) | 0.1 | $299k | 12k | 25.75 |
|
|
| Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) | 0.1 | $297k | 12k | 25.09 |
|
|
| Norfolk Southern (NSC) | 0.1 | $288k | 1.2k | 234.70 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $288k | 553.00 | 520.23 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $280k | -2% | 3.3k | 86.02 |
|
| T. Rowe Price (TROW) | 0.1 | $279k | +7% | 2.5k | 113.09 |
|
| FedEx Corporation (FDX) | 0.1 | $279k | 992.00 | 281.33 |
|
|
| Oneok (OKE) | 0.1 | $278k | +3% | 2.8k | 100.40 |
|
| General Mills (GIS) | 0.1 | $276k | +3% | 4.3k | 63.77 |
|
| United Parcel Service CL B (UPS) | 0.1 | $270k | -9% | 2.1k | 126.10 |
|
| International Paper Company (IP) | 0.1 | $265k | +2% | 4.9k | 53.82 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $250k | +2% | 474.00 | 526.57 |
|
| EQT Corporation (EQT) | 0.1 | $247k | NEW | 5.4k | 46.11 |
|
| Palo Alto Networks (PANW) | 0.1 | $244k | +115% | 1.3k | 181.96 |
|
| Archer Daniels Midland Company (ADM) | 0.1 | $243k | +4% | 4.8k | 50.52 |
|
| Juniper Networks (JNPR) | 0.1 | $240k | -84% | 6.4k | 37.45 |
|
| Emerson Electric (EMR) | 0.1 | $237k | -9% | 1.9k | 123.93 |
|
| Lowe's Companies (LOW) | 0.1 | $233k | 945.00 | 246.83 |
|
|
| Balchem Corporation (BCPC) | 0.1 | $232k | 1.4k | 163.00 |
|
|
| ConAgra Foods (CAG) | 0.1 | $232k | 8.4k | 27.75 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) | 0.1 | $216k | 8.8k | 24.51 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $214k | -6% | 3.6k | 59.73 |
|
| Sprott Physical Silver Tr Tr Unit (PSLV) | 0.1 | $214k | 22k | 9.65 |
|
|
| Old Republic International Corporation (ORI) | 0.1 | $214k | 5.9k | 36.19 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.1 | $211k | NEW | 11k | 20.13 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $210k | NEW | 2.9k | 72.23 |
|
| salesforce (CRM) | 0.1 | $209k | NEW | 624.00 | 334.33 |
|
| Chubb (CB) | 0.1 | $208k | 754.00 | 276.30 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $208k | -22% | 2.8k | 75.61 |
|
| Qualcomm (QCOM) | 0.1 | $207k | +8% | 1.3k | 153.62 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $207k | +10% | 14k | 14.92 |
|
| Dupont De Nemours (DD) | 0.1 | $206k | -3% | 2.7k | 76.24 |
|
| AFLAC Incorporated (AFL) | 0.1 | $202k | 2.0k | 103.44 |
|
|
| Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV) | 0.1 | $201k | 9.6k | 20.93 |
|
|
| Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU) | 0.1 | $201k | 9.2k | 21.72 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $199k | NEW | 12k | 16.37 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $16k | 13k | 1.31 |
|
Past Filings by Bill Few Associates
SEC 13F filings are viewable for Bill Few Associates going back to 2021
- Bill Few Associates 2024 Q4 filed Jan. 17, 2025
- Bill Few Associates 2024 Q3 filed Oct. 15, 2024
- Bill Few Associates 2024 Q2 filed July 16, 2024
- Bill Few Associates 2024 Q1 filed April 18, 2024
- Bill Few Associates 2023 Q4 filed Jan. 17, 2024
- Bill Few Associates 2023 Q3 filed Oct. 20, 2023
- Bill Few Associates 2023 Q2 filed July 18, 2023
- Bill Few Associates 2023 Q1 filed April 17, 2023
- Bill Few Associates 2022 Q4 filed Jan. 24, 2023
- Bill Few Associates 2022 Q3 filed Oct. 13, 2022
- Bill Few Associates 2022 Q2 filed July 26, 2022
- Bill Few Associates 2022 Q1 filed April 27, 2022
- Bill Few Associates 2021 Q4 filed March 4, 2022