Bill Few Associates

Bill Few Associates as of March 31, 2025

Portfolio Holdings for Bill Few Associates

Bill Few Associates holds 174 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.2 $20M 91k 222.13
Microsoft Corporation (MSFT) 5.4 $15M 40k 375.39
NVIDIA Corporation (NVDA) 4.1 $12M 106k 108.38
JPMorgan Chase & Co. (JPM) 2.9 $8.2M 33k 245.30
Abbvie (ABBV) 2.6 $7.3M 35k 209.52
TJX Companies (TJX) 2.5 $7.0M 58k 121.80
Alphabet Cap Stk Cl C (GOOG) 2.2 $6.2M 40k 156.23
Oracle Corporation (ORCL) 2.2 $6.2M 44k 139.81
Procter & Gamble Company (PG) 2.0 $5.6M 33k 170.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.0 $5.5M 10k 532.58
Exxon Mobil Corporation (XOM) 2.0 $5.5M 46k 118.93
Home Depot (HD) 1.9 $5.3M 14k 366.50
Blackstone Group Inc Com Cl A (BX) 1.8 $5.0M 36k 139.78
AmerisourceBergen (COR) 1.8 $5.0M 18k 278.08
Abbott Laboratories (ABT) 1.7 $4.8M 36k 132.65
Verizon Communications (VZ) 1.7 $4.7M 104k 45.36
Chevron Corporation (CVX) 1.7 $4.6M 28k 167.29
American Express Company (AXP) 1.6 $4.5M 17k 269.05
Automatic Data Processing (ADP) 1.5 $4.1M 13k 305.53
Pepsi (PEP) 1.4 $3.9M 26k 149.94
International Business Machines (IBM) 1.4 $3.8M 15k 248.67
American Tower Reit (AMT) 1.4 $3.8M 18k 217.60
Capital Group Dividend Value Shs Creation Uni (CGDV) 1.3 $3.6M 102k 35.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $3.6M 7.1k 513.92
Rockwell Automation (ROK) 1.3 $3.6M 14k 258.38
Dominion Resources (D) 1.2 $3.4M 61k 56.07
Honeywell International (HON) 1.2 $3.4M 16k 211.76
UGI Corporation (UGI) 1.2 $3.2M 98k 33.07
Spdr Ser Tr Portfolio S&p400 (SPMD) 1.1 $3.1M 60k 51.18
Kraft Heinz (KHC) 1.0 $2.7M 88k 30.43
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.9 $2.6M 107k 24.48
Walt Disney Company (DIS) 0.9 $2.5M 26k 98.70
Cisco Systems (CSCO) 0.8 $2.4M 38k 61.71
Avery Dennison Corporation (AVY) 0.8 $2.4M 13k 177.97
Eaton Corp SHS (ETN) 0.8 $2.3M 8.6k 271.82
PNC Financial Services (PNC) 0.8 $2.1M 12k 175.78
Starbucks Corporation (SBUX) 0.8 $2.1M 21k 98.09
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $2.1M 51k 40.76
Pfizer (PFE) 0.7 $2.1M 82k 25.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $2.1M 3.7k 559.39
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.7 $2.0M 71k 28.33
Eli Lilly & Co. (LLY) 0.7 $2.0M 2.4k 825.91
Becton, Dickinson and (BDX) 0.6 $1.8M 7.9k 229.06
Amazon (AMZN) 0.6 $1.8M 9.4k 190.26
Us Bancorp Del Com New (USB) 0.6 $1.8M 42k 42.22
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.7M 11k 154.64
Visa Com Cl A (V) 0.6 $1.7M 4.7k 350.44
Wal-Mart Stores (WMT) 0.6 $1.6M 19k 87.79
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $1.6M 2.00 798441.50
Paypal Holdings (PYPL) 0.6 $1.6M 24k 65.25
Johnson & Johnson (JNJ) 0.5 $1.5M 9.2k 165.84
Applied Materials (AMAT) 0.5 $1.5M 10k 145.12
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.5 $1.3M 37k 36.41
Raymond James Financial (RJF) 0.5 $1.3M 9.1k 138.91
F.N.B. Corporation (FNB) 0.4 $1.2M 92k 13.45
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.4 $1.2M 47k 26.28
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $1.2M 14k 85.07
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.2M 4.4k 274.84
Philip Morris International (PM) 0.4 $1.2M 7.5k 158.73
Merck & Co (MRK) 0.4 $1.2M 13k 89.76
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.4 $1.2M 15k 78.40
Fidelity Merrimack Str Tr Investment Gr Bd (FIGB) 0.4 $1.2M 27k 43.00
McDonald's Corporation (MCD) 0.4 $1.1M 3.5k 312.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $1.1M 2.0k 533.48
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.0M 1.8k 561.90
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.4 $1.0M 30k 34.25
At&t (T) 0.4 $995k 35k 28.28
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.3 $978k 12k 79.46
PPG Industries (PPG) 0.3 $946k 8.7k 109.35
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.3 $940k 12k 80.37
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $884k 12k 77.05
Stryker Corporation (SYK) 0.3 $879k 2.4k 372.25
Altria (MO) 0.3 $822k 14k 60.02
Marsh & McLennan Companies 0.3 $765k 3.1k 244.03
Waste Management (WM) 0.3 $758k 3.3k 231.51
Costco Wholesale Corporation (COST) 0.3 $752k 795.00 945.78
Meta Platforms Cl A (META) 0.3 $733k 1.3k 576.36
Caterpillar (CAT) 0.3 $718k 2.2k 329.82
Ishares Tr Russell 2000 Etf (IWM) 0.3 $712k 3.6k 199.49
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $710k 1.5k 469.03
Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.2 $689k 21k 33.40
J P Morgan Exchange Traded F Realty Income Et (JPRE) 0.2 $661k 14k 48.20
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $626k 10k 60.66
Duke Energy Corp Com New (DUK) 0.2 $616k 5.1k 121.97
Bristol Myers Squibb (BMY) 0.2 $608k 10k 60.99
Kimberly-Clark Corporation (KMB) 0.2 $602k 4.2k 142.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $588k 3.5k 166.00
J P Morgan Exchange Traded F Inflation Manage (JCPI) 0.2 $582k 12k 48.13
Southern Company (SO) 0.2 $582k 6.3k 91.95
Harbor Etf Trust Long Term Grower (WINN) 0.2 $578k 24k 24.50
Deere & Company (DE) 0.2 $571k 1.2k 469.32
Crown Castle Intl (CCI) 0.2 $571k 5.5k 104.23
Ge Aerospace Com New (GE) 0.2 $545k 2.7k 200.15
Union Pacific Corporation (UNP) 0.2 $530k 2.2k 236.21
Valero Energy Corporation (VLO) 0.2 $527k 4.0k 132.07
Amgen (AMGN) 0.2 $514k 1.6k 311.57
Netflix (NFLX) 0.2 $500k 536.00 932.53
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $499k 6.0k 83.01
Bank of New York Mellon Corporation (BK) 0.2 $499k 5.9k 83.87
Raytheon Technologies Corp (RTX) 0.2 $490k 3.7k 132.46
3M Company (MMM) 0.2 $478k 3.3k 146.85
Tesla Motors (TSLA) 0.2 $470k 1.8k 259.16
Shell Spon Ads (SHEL) 0.2 $455k 6.2k 73.28
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $444k 7.6k 58.35
Gilead Sciences (GILD) 0.2 $443k 4.0k 112.06
Comcast Corp Cl A (CMCSA) 0.2 $443k 12k 36.90
T Rowe Price Etf Price Div Grwt (TDVG) 0.2 $440k 11k 40.40
Nextera Energy (NEE) 0.2 $438k 6.2k 70.89
PPL Corporation (PPL) 0.2 $437k 12k 36.11
Wabtec Corporation (WAB) 0.2 $428k 2.4k 181.38
Coca-Cola Company (KO) 0.2 $427k 6.0k 71.62
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ) 0.1 $412k 18k 23.61
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) 0.1 $403k 17k 23.55
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS) 0.1 $397k 17k 23.18
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT) 0.1 $397k 18k 22.74
Genuine Parts Company (GPC) 0.1 $393k 3.3k 119.14
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.1 $393k 6.6k 59.75
Dover Corporation (DOV) 0.1 $391k 2.2k 175.68
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $377k 7.4k 51.07
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.1 $374k 15k 24.44
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.1 $367k 14k 26.82
Lockheed Martin Corporation (LMT) 0.1 $359k 803.00 446.71
UnitedHealth (UNH) 0.1 $350k 669.00 523.75
Intel Corporation (INTC) 0.1 $347k 15k 22.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $344k 16k 21.53
Nucor Corporation (NUE) 0.1 $342k 2.8k 120.34
ConocoPhillips (COP) 0.1 $335k 3.2k 105.02
Marathon Petroleum Corp (MPC) 0.1 $335k 2.3k 145.69
EQT Corporation (EQT) 0.1 $326k 6.1k 53.43
Oneok (OKE) 0.1 $324k 3.3k 99.22
Wells Fargo & Company (WFC) 0.1 $322k 4.5k 71.79
General Dynamics Corporation (GD) 0.1 $315k 1.2k 272.58
New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.1 $315k 13k 23.97
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $314k 6.3k 49.62
Public Storage (PSA) 0.1 $310k 1.0k 299.29
WesBan (WSBC) 0.1 $308k 10k 30.96
Boeing Company (BA) 0.1 $304k 1.8k 170.51
First Commonwealth Financial (FCF) 0.1 $302k 19k 15.54
Ansys (ANSS) 0.1 $301k 950.00 316.56
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX) 0.1 $294k 12k 25.32
Fifth Third Ban (FITB) 0.1 $293k 7.5k 39.20
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW) 0.1 $291k 12k 24.60
International Paper Company (IP) 0.1 $290k 5.4k 53.35
Norfolk Southern (NSC) 0.1 $290k 1.2k 236.85
Thermo Fisher Scientific (TMO) 0.1 $275k 553.00 497.60
United Parcel Service CL B (UPS) 0.1 $267k 2.4k 109.98
General Mills (GIS) 0.1 $262k 4.4k 59.79
Mondelez Intl Cl A (MDLZ) 0.1 $259k 3.8k 67.85
Pentair SHS (PNR) 0.1 $259k 3.0k 87.48
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $257k 22k 11.60
Exelon Corporation (EXC) 0.1 $252k 5.5k 46.08
Mastercard Incorporated Cl A (MA) 0.1 $249k 454.00 548.12
CSX Corporation (CSX) 0.1 $249k 8.4k 29.43
FedEx Corporation (FDX) 0.1 $242k 992.00 243.78
Balchem Corporation (BCPC) 0.1 $237k 1.4k 166.00
Novo-nordisk A S Adr (NVO) 0.1 $233k 3.4k 69.44
Archer Daniels Midland Company (ADM) 0.1 $232k 4.8k 48.01
Old Republic International Corporation (ORI) 0.1 $232k 5.9k 39.22
Palo Alto Networks (PANW) 0.1 $229k 1.3k 170.64
Ishares Tr Msci Eafe Etf (EFA) 0.1 $228k 2.8k 81.73
T. Rowe Price (TROW) 0.1 $227k 2.5k 91.89
Chubb (CB) 0.1 $227k 751.00 301.99
Juniper Networks (JNPR) 0.1 $223k 6.2k 36.19
Consolidated Edison (ED) 0.1 $222k 2.0k 110.60
Lowe's Companies (LOW) 0.1 $221k 945.00 233.30
AFLAC Incorporated (AFL) 0.1 $217k 2.0k 111.19
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP) 0.1 $216k 8.8k 24.48
Organon & Co Common Stock (OGN) 0.1 $214k 14k 14.89
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.1 $213k 11k 20.35
Lam Research Corp Com New (LRCX) 0.1 $211k 2.9k 72.70
Qualcomm (QCOM) 0.1 $207k 1.3k 153.61
Wec Energy Group (WEC) 0.1 $207k 1.9k 108.98
Dupont De Nemours (DD) 0.1 $203k 2.7k 74.67
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.1 $201k 12k 16.59