Bill Few Associates

Bill Few Associates as of Dec. 31, 2024

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 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 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 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 18k 224.67
Chevron Corporation (CVX) 1.4 $4.0M 28k 144.84
Verizon Communications (VZ) 1.4 $4.0M 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 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 96k 35.26
Dominion Resources (D) 1.1 $3.3M 61k 53.86
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $3.2M 59k 54.69
American Tower Reit (AMT) 1.1 $3.1M 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 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 95k 24.67
PNC Financial Services (PNC) 0.8 $2.3M 12k 192.86
Cisco Systems (CSCO) 0.8 $2.3M 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 48k 44.92
Alphabet Cap Stk Cl A (GOOGL) 0.7 $2.1M 11k 189.30
Pfizer (PFE) 0.7 $2.1M 80k 26.53
Paypal Holdings (PYPL) 0.7 $2.1M 24k 85.35
Us Bancorp Del Com New (USB) 0.7 $2.0M 42k 47.83
Amazon (AMZN) 0.7 $2.0M 9.2k 219.39
Starbucks Corporation (SBUX) 0.7 $2.0M 22k 91.25
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.7 $1.9M 67k 29.22
Wal-Mart Stores (WMT) 0.6 $1.7M 19k 90.35
Eli Lilly & Co. (LLY) 0.6 $1.6M 2.1k 772.00
Visa Com Cl A (V) 0.5 $1.5M 4.8k 316.04
Becton, Dickinson and (BDX) 0.5 $1.5M 6.7k 226.87
Raymond James Financial (RJF) 0.5 $1.5M 9.6k 155.33
Applied Materials (AMAT) 0.5 $1.5M 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 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 14k 87.25
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.4 $1.2M 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 9.2k 119.45
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.4 $1.1M 26k 42.34
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 1.9k 588.68
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $1.0M 12k 87.90
McDonald's Corporation (MCD) 0.4 $1.0M 3.6k 289.87
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $969k 11k 86.89
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $923k 25k 37.17
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $891k 11k 80.20
Philip Morris International (PM) 0.3 $863k 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 2.1k 362.78
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $758k 3.8k 197.49
At&t (T) 0.3 $717k 32k 22.77
Altria (MO) 0.2 $701k 13k 52.29
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $688k 20k 34.97
Marsh & McLennan Companies (MMC) 0.2 $670k 3.2k 212.41
Waste Management (WM) 0.2 $661k 3.3k 201.79
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.2 $643k 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 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 4.2k 131.04
Harbor Etf Trust Long Term Grower (WINN) 0.2 $551k 20k 27.21
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $548k 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 1.3k 423.68
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $524k 5.8k 90.34
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $514k 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 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 12k 37.53
Bank of New York Mellon Corporation (BK) 0.2 $455k 5.9k 76.83
Nextera Energy (NEE) 0.2 $441k 6.1k 71.69
Amgen (AMGN) 0.2 $432k 1.7k 260.64
Raytheon Technologies Corp (RTX) 0.2 $429k 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 3.3k 129.07
Dover Corporation (DOV) 0.1 $417k 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 18k 22.94
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $400k 17k 23.33
PPL Corporation (PPL) 0.1 $393k 12k 32.46
Lockheed Martin Corporation (LMT) 0.1 $390k 803.00 485.94
UnitedHealth (UNH) 0.1 $389k 769.00 505.86
Shell Spon Ads (SHEL) 0.1 $388k 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 7.4k 51.14
Intel Corporation (INTC) 0.1 $375k 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 16k 22.70
Nucor Corporation (NUE) 0.1 $332k 2.8k 116.71
ConocoPhillips (COP) 0.1 $329k 3.3k 99.17
First Commonwealth Financial (FCF) 0.1 $324k 19k 16.92
WesBan (WSBC) 0.1 $324k 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 6.3k 50.13
Boeing Company (BA) 0.1 $316k 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 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 3.0k 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 3.3k 86.02
T. Rowe Price (TROW) 0.1 $279k 2.5k 113.09
FedEx Corporation (FDX) 0.1 $279k 992.00 281.33
Oneok (OKE) 0.1 $278k 2.8k 100.40
General Mills (GIS) 0.1 $276k 4.3k 63.77
United Parcel Service CL B (UPS) 0.1 $270k 2.1k 126.10
International Paper Company (IP) 0.1 $265k 4.9k 53.82
Mastercard Incorporated Cl A (MA) 0.1 $250k 474.00 526.57
EQT Corporation (EQT) 0.1 $247k 5.4k 46.11
Palo Alto Networks (PANW) 0.1 $244k 1.3k 181.96
Archer Daniels Midland Company (ADM) 0.1 $243k 4.8k 50.52
Juniper Networks (JNPR) 0.1 $240k 6.4k 37.45
Emerson Electric (EMR) 0.1 $237k 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 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 11k 20.13
Lam Research Corp Com New (LRCX) 0.1 $210k 2.9k 72.23
salesforce (CRM) 0.1 $209k 624.00 334.33
Chubb (CB) 0.1 $208k 754.00 276.30
Ishares Tr Msci Eafe Etf (EFA) 0.1 $208k 2.8k 75.61
Qualcomm (QCOM) 0.1 $207k 1.3k 153.62
Organon & Co Common Stock (OGN) 0.1 $207k 14k 14.92
Dupont De Nemours (DD) 0.1 $206k 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 12k 16.37
Agnc Invt Corp Com reit (AGNC) 0.0 $16k 13k 1.31