Bill Few Associates

Latest statistics and disclosures from Bill Few Associates's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Bill Few Associates consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Bill Few Associates

Bill Few Associates holds 201 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
J P Morgan Exchange Traded F Mortgage Backed (JMTG) 9.7 $38M +2% 741k 51.00
 View chart
Apple (AAPL) 5.8 $23M 89k 254.63
 View chart
Microsoft Corporation (MSFT) 5.1 $20M 38k 517.95
 View chart
NVIDIA Corporation (NVDA) 4.3 $17M 90k 186.58
 View chart
Oracle Corporation (ORCL) 3.2 $12M 44k 281.24
 View chart
JPMorgan Chase & Co. (JPM) 2.7 $10M 33k 315.43
 View chart
Alphabet Cap Stk Cl C (GOOG) 2.6 $9.9M 41k 243.55
 View chart
TJX Companies (TJX) 2.1 $8.1M 56k 144.54
 View chart
Abbvie (ABBV) 2.0 $7.9M 34k 231.54
 View chart
Blackstone Group Inc Com Cl A (BX) 1.6 $6.2M +2% 36k 170.85
 View chart
Home Depot (HD) 1.5 $6.0M 15k 405.19
 View chart
AmerisourceBergen (COR) 1.4 $5.5M +2% 18k 312.53
 View chart
Exxon Mobil Corporation (XOM) 1.4 $5.5M +3% 48k 112.75
 View chart
Spdr Series Trust Portfolio S&p400 (SPMD) 1.4 $5.4M +3% 95k 57.19
 View chart
American Express Company (AXP) 1.4 $5.4M 16k 332.17
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.4 $5.4M +3% 128k 42.03
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $5.2M 10k 502.74
 View chart
Procter & Gamble Company (PG) 1.3 $5.1M +2% 33k 153.65
 View chart
Verizon Communications (VZ) 1.3 $5.1M +9% 116k 43.95
 View chart
International Business Machines (IBM) 1.3 $4.9M +3% 18k 282.16
 View chart
Rockwell Automation (ROK) 1.3 $4.9M +2% 14k 349.54
 View chart
Abbott Laboratories (ABT) 1.2 $4.8M 36k 133.94
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.2 $4.5M +7% 7.4k 612.35
 View chart
Dominion Resources (D) 1.1 $4.3M +12% 71k 61.17
 View chart
Chevron Corporation (CVX) 1.1 $4.3M 28k 155.29
 View chart
Cisco Systems (CSCO) 1.1 $4.1M +5% 60k 68.42
 View chart
Applied Materials (AMAT) 1.0 $4.0M +11% 19k 204.74
 View chart
Pepsi (PEP) 1.0 $3.9M +4% 27k 140.44
 View chart
Automatic Data Processing (ADP) 1.0 $3.8M 13k 293.49
 View chart
American Tower Reit (AMT) 0.9 $3.6M +9% 19k 192.32
 View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.9 $3.6M +16% 106k 34.17
 View chart
Honeywell International (HON) 0.9 $3.5M +6% 17k 210.51
 View chart
Eaton Corp SHS (ETN) 0.9 $3.4M 9.0k 374.24
 View chart
UGI Corporation (UGI) 0.8 $3.1M -2% 94k 33.26
 View chart
Walt Disney Company (DIS) 0.7 $2.9M 25k 114.50
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.9M +4% 12k 243.10
 View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG) 0.7 $2.8M 30k 91.56
 View chart
PNC Financial Services (PNC) 0.7 $2.6M +6% 13k 200.93
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $2.5M 3.7k 666.14
 View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.6 $2.4M 29k 83.41
 View chart
Spdr Series Trust Portfolio S&p600 (SPSM) 0.6 $2.4M +6% 51k 46.32
 View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.6 $2.4M -2% 79k 29.62
 View chart
Capital Group International SHS (CGIE) 0.6 $2.3M +6% 69k 33.72
 View chart
Avery Dennison Corporation (AVY) 0.6 $2.3M +6% 14k 162.17
 View chart
Kraft Heinz (KHC) 0.6 $2.3M 88k 26.04
 View chart
Amazon (AMZN) 0.6 $2.1M 9.7k 219.57
 View chart
Pfizer (PFE) 0.6 $2.1M 84k 25.48
 View chart
Us Bancorp Del Com New (USB) 0.5 $2.1M +3% 44k 48.33
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $2.1M 47k 43.92
 View chart
Wal-Mart Stores (WMT) 0.5 $1.9M 18k 103.06
 View chart
Starbucks Corporation (SBUX) 0.5 $1.8M -2% 21k 84.60
 View chart
Eli Lilly & Co. (LLY) 0.4 $1.7M 2.3k 763.00
 View chart
Visa Com Cl A (V) 0.4 $1.7M +2% 4.9k 341.41
 View chart
Johnson & Johnson (JNJ) 0.4 $1.7M 9.0k 185.43
 View chart
Paypal Holdings (PYPL) 0.4 $1.6M 24k 67.06
 View chart
Raymond James Financial (RJF) 0.4 $1.6M 9.1k 172.60
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.4 $1.6M +2% 36k 42.79
 View chart
J P Morgan Exchange Traded F Active Growth (JGRO) 0.4 $1.5M +3% 16k 93.75
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 754200.00
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.5M 4.5k 328.17
 View chart
F.N.B. Corporation (FNB) 0.4 $1.4M 89k 16.11
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.4M 14k 96.55
 View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.3 $1.3M 15k 88.65
 View chart
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.3 $1.3M +4% 30k 43.50
 View chart
Becton, Dickinson and (BDX) 0.3 $1.3M -13% 6.8k 187.16
 View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.3 $1.3M 48k 26.58
 View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $1.2M 12k 104.51
 View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $1.2M 2.0k 596.03
 View chart
Vanguard Malvern Fds Core Bd Etf (VCRB) 0.3 $1.1M NEW 14k 78.41
 View chart
McDonald's Corporation (MCD) 0.3 $1.1M 3.7k 303.87
 View chart
T Rowe Price Etf Price Div Grwt (TDVG) 0.3 $1.1M +3% 26k 43.96
 View chart
Caterpillar (CAT) 0.3 $1.1M 2.3k 477.24
 View chart
Merck & Co (MRK) 0.3 $1.1M 13k 83.93
 View chart
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.0M -17% 1.6k 669.30
 View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.3 $1.0M +6% 26k 39.54
 View chart
Philip Morris International (PM) 0.3 $1.0M 6.3k 162.20
 View chart
Rbb Fund Trust First Eagle Gbl (FEGE) 0.3 $1.0M +17% 23k 44.23
 View chart
PPG Industries (PPG) 0.3 $989k +6% 9.4k 105.11
 View chart
At&t (T) 0.2 $941k +4% 33k 28.24
 View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $924k +18% 13k 71.37
 View chart
Stryker Corporation (SYK) 0.2 $919k +5% 2.5k 369.67
 View chart
Altria (MO) 0.2 $902k 14k 66.06
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $900k 1.5k 600.17
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $883k +281% 15k 59.92
 View chart
Tesla Motors (TSLA) 0.2 $869k 2.0k 444.72
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $868k 3.1k 279.29
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $859k 3.5k 241.96
 View chart
Ge Aerospace Com New (GE) 0.2 $832k 2.8k 300.82
 View chart
Meta Platforms Cl A (META) 0.2 $822k -6% 1.1k 734.40
 View chart
John Hancock Exchange Traded Disciplined Val (JDVI) 0.2 $775k +28% 23k 33.79
 View chart
Marathon Petroleum Corp (MPC) 0.2 $760k +5% 3.9k 192.74
 View chart
Waste Management (WM) 0.2 $744k 3.4k 220.83
 View chart
Costco Wholesale Corporation (COST) 0.2 $726k -3% 784.00 925.63
 View chart
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.2 $724k +3% 15k 47.93
 View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.2 $717k 7.6k 94.31
 View chart
Valero Energy Corporation (VLO) 0.2 $681k 4.0k 170.28
 View chart
Netflix (NFLX) 0.2 $658k +2% 549.00 1198.92
 View chart
Lockheed Martin Corporation (LMT) 0.2 $658k 1.3k 499.03
 View chart
Harbor Etf Trust Long Term Grower (WINN) 0.2 $656k +4% 21k 31.16
 View chart
Bank of New York Mellon Corporation (BK) 0.2 $647k 5.9k 108.95
 View chart
J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.2 $642k 13k 48.78
 View chart
Duke Energy Corp Com New (DUK) 0.2 $633k 5.1k 123.76
 View chart
Deere & Company (DE) 0.2 $630k 1.4k 457.24
 View chart
Raytheon Technologies Corp (RTX) 0.2 $629k +5% 3.8k 167.33
 View chart
Marsh & McLennan Companies (MMC) 0.2 $622k 3.1k 201.53
 View chart
Union Pacific Corporation (UNP) 0.2 $609k 2.6k 236.37
 View chart
Kimberly-Clark Corporation (KMB) 0.2 $595k +2% 4.8k 124.34
 View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.1 $561k +16% 8.1k 68.96
 View chart
Southern Company (SO) 0.1 $524k -11% 5.5k 94.78
 View chart
3M Company (MMM) 0.1 $516k 3.3k 155.16
 View chart
Trust For Professional Man Jensen Quality (JGRW) 0.1 $514k +4% 19k 27.29
 View chart
Intel Corporation (INTC) 0.1 $505k -2% 15k 33.55
 View chart
Nextera Energy (NEE) 0.1 $498k 6.6k 75.49
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $495k -11% 7.6k 65.26
 View chart
Amgen (AMGN) 0.1 $473k 1.7k 282.28
 View chart
Wabtec Corporation (WAB) 0.1 $473k 2.4k 200.44
 View chart
Genuine Parts Company (GPC) 0.1 $471k -2% 3.4k 138.62
 View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $450k 6.6k 68.46
 View chart
PPL Corporation (PPL) 0.1 $450k 12k 37.16
 View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $445k +14% 8.1k 55.33
 View chart
Shell Spon Ads (SHEL) 0.1 $445k 6.2k 71.54
 View chart
Ge Vernova (GEV) 0.1 $442k +40% 719.00 614.90
 View chart
ConocoPhillips (COP) 0.1 $432k 4.6k 94.59
 View chart
First Commonwealth Financial (FCF) 0.1 $431k 25k 17.05
 View chart
Palantir Technologies Cl A (PLTR) 0.1 $425k +28% 2.3k 182.42
 View chart
Bristol Myers Squibb (BMY) 0.1 $419k -12% 9.3k 45.10
 View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $413k 18k 23.62
 View chart
Nucor Corporation (NUE) 0.1 $413k 3.0k 135.42
 View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $405k 17k 23.66
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $403k 16k 25.71
 View chart
General Dynamics Corporation (GD) 0.1 $392k 1.2k 341.12
 View chart
Lam Research Corp Com New (LRCX) 0.1 $390k 2.9k 133.90
 View chart
Coca-Cola Company (KO) 0.1 $387k 5.8k 66.32
 View chart
Constellation Energy (CEG) 0.1 $385k +20% 1.2k 329.07
 View chart
Norfolk Southern (NSC) 0.1 $385k -3% 1.3k 300.41
 View chart
Crown Castle Intl (CCI) 0.1 $380k -28% 3.9k 96.48
 View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $379k 15k 24.77
 View chart
Gilead Sciences (GILD) 0.1 $377k +14% 3.4k 110.99
 View chart
Boeing Company (BA) 0.1 $374k 1.7k 215.78
 View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $373k 14k 27.29
 View chart
Dover Corporation (DOV) 0.1 $372k 2.2k 166.84
 View chart
Wells Fargo & Company (WFC) 0.1 $357k -3% 4.3k 83.82
 View chart
Sprott Asset Management Physical Silver (PSLV) 0.1 $348k 22k 15.70
 View chart
EQT Corporation (EQT) 0.1 $345k -2% 6.3k 54.43
 View chart
Fifth Third Ban (FITB) 0.1 $326k -2% 7.3k 44.55
 View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $319k 13k 24.30
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $317k 6.3k 50.07
 View chart
Lowe's Companies (LOW) 0.1 $313k -3% 1.2k 251.23
 View chart
CSX Corporation (CSX) 0.1 $308k -3% 8.7k 35.51
 View chart
Thermo Fisher Scientific (TMO) 0.1 $307k +7% 632.00 485.02
 View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.1 $305k -14% 12k 25.55
 View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.1 $304k -14% 12k 24.98
 View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $302k -25% 13k 23.10
 View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $301k -25% 13k 23.41
 View chart
Public Storage (PSA) 0.1 $299k 1.0k 288.89
 View chart
Pentair SHS (PNR) 0.1 $297k 2.7k 110.76
 View chart
Palo Alto Networks (PANW) 0.1 $295k +11% 1.4k 203.62
 View chart
Howmet Aerospace (HWM) 0.1 $293k 1.5k 196.23
 View chart
Archer Daniels Midland Company (ADM) 0.1 $290k 4.9k 59.74
 View chart
WesBan (WSBC) 0.1 $286k -10% 9.0k 31.93
 View chart
Tempus Ai Cl A (TEM) 0.1 $279k NEW 3.5k 80.71
 View chart
Mastercard Incorporated Cl A (MA) 0.1 $274k +5% 481.00 568.81
 View chart
Kla Corp Com New (KLAC) 0.1 $271k 251.00 1078.64
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $269k 574.00 468.41
 View chart
Comcast Corp Cl A (CMCSA) 0.1 $269k -28% 8.6k 31.42
 View chart
Exelon Corporation (EXC) 0.1 $267k +8% 5.9k 45.01
 View chart
UnitedHealth (UNH) 0.1 $266k -22% 771.00 345.15
 View chart
T. Rowe Price (TROW) 0.1 $266k 2.6k 102.63
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.1 $256k 2.7k 93.39
 View chart
Old Republic International Corporation (ORI) 0.1 $256k 6.0k 42.47
 View chart
Dimensional Etf Trust Us Large Cap Vec (DFVX) 0.1 $252k NEW 3.5k 72.72
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.1 $248k 698.00 355.47
 View chart
FedEx Corporation (FDX) 0.1 $237k 1.0k 235.81
 View chart
Citigroup Com New (C) 0.1 $229k NEW 2.3k 101.50
 View chart
Emerson Electric (EMR) 0.1 $229k -3% 1.7k 131.21
 View chart
Broadridge Financial Solutions (BR) 0.1 $228k NEW 956.00 238.17
 View chart
General Mills (GIS) 0.1 $226k +2% 4.5k 50.41
 View chart
Coinbase Global Com Cl A (COIN) 0.1 $226k 669.00 337.49
 View chart
Qualcomm (QCOM) 0.1 $224k 1.3k 166.37
 View chart
International Paper Company (IP) 0.1 $224k -11% 4.8k 46.40
 View chart
Chubb (CB) 0.1 $223k 791.00 282.25
 View chart
Novo-nordisk A S Adr (NVO) 0.1 $223k +25% 4.0k 55.49
 View chart
Corning Incorporated (GLW) 0.1 $222k NEW 2.7k 82.03
 View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $219k 3.4k 65.00
 View chart
Nike CL B (NKE) 0.1 $219k 3.1k 69.74
 View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $218k 12k 18.81
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $217k NEW 1.8k 120.72
 View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $216k 8.8k 24.52
 View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $216k 11k 20.57
 View chart
Balchem Corporation (BCPC) 0.1 $214k 1.4k 150.06
 View chart
Oneok (OKE) 0.1 $209k -12% 2.9k 72.97
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $209k NEW 2.4k 87.22
 View chart
Dupont De Nemours (DD) 0.1 $208k NEW 2.7k 77.89
 View chart
Wec Energy Group (WEC) 0.1 $206k NEW 1.8k 114.59
 View chart
Mondelez Intl Cl A (MDLZ) 0.1 $206k 3.3k 62.47
 View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $205k 12k 16.90
 View chart
Ishares Tr Global 100 Etf (IOO) 0.1 $204k NEW 1.7k 120.01
 View chart
Consolidated Edison (ED) 0.1 $202k -3% 2.0k 100.54
 View chart
Cardinal Health (CAH) 0.1 $202k 1.3k 156.96
 View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV) 0.0 $177k 11k 16.68
 View chart
Organon & Co Common Stock (OGN) 0.0 $153k -4% 14k 10.68
 View chart

Past Filings by Bill Few Associates

SEC 13F filings are viewable for Bill Few Associates going back to 2021