Bill Few Associates, Inc. Portfolio Holdings

Bill Few Associates, Inc.

  • $280 Million
  • Q4 2024

Bill Few Associates, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 Million distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.9M, Microsoft Corp with a value of $16.9M, Nvidia Corp with a value of $14.2M, Jpmorgan Chase & CO with a value of $8.06M, and Alphabet Inc. with a value of $7.58M.

Examining the 13F form we can see an increase of $1.62M in the current position value, from $279M to 280M.

Below you can find more details about Bill Few Associates, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
Technology: $70.9 Million
ETFs: $40 Million
Financial Services: $39.6 Million
Healthcare: $24.7 Million
Industrials: $23.4 Million
Consumer Cyclical: $19.7 Million
Communication Services: $18.8 Million
Consumer Defensive: $17.7 Million
Other: $24.8 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$22.9 Million 8.19% of portfolio
91,615
Q4 2024 Reduced 2.17%
$3.31T
$16.9 Million 6.01% of portfolio
39,982
Q4 2024 Reduced 1.17%
$355B
$14.2 Million 5.08% of portfolio
105,991
Q4 2024 Reduced 1.27%
$777B
$8.06 Million 2.87% of portfolio
33,618
Q4 2024 Reduced 1.09%
$1.23T
$7.58 Million 2.7% of portfolio
39,810
Q4 2024 Added 0.78%
$495B
$7.34 Million 2.62% of portfolio
44,052
Q4 2024 Reduced 2.55%
$142B
$6.9 Million 2.46% of portfolio
57,125
Q4 2024 Added 0.15%
$301B
$6.19 Million 2.21% of portfolio
34,815
Q4 2024 Added 1.4%
$132B
$6.14 Million 2.19% of portfolio
35,628
Q4 2024 Reduced 2.01%
$424B
$5.62 Million 2.01% of portfolio
14,449
Q4 2024 Added 1.47%
$389B
$5.41 Million 1.93% of portfolio
32,255
Q4 2024 Added 0.31%
$240B
$5.03 Million 1.79% of portfolio
16,936
Q4 2024 Reduced 1.51%
$453B
$4.96 Million 1.77% of portfolio
46,128
Q4 2024 Reduced 0.7%
$603B
$4.52 Million 1.61% of portfolio
9,979
Q4 2024 Reduced 0.53%
$219B
$4.07 Million 1.45% of portfolio
35,946
Q4 2024 Reduced 0.51%
$305B
$4.01 Million 1.43% of portfolio
27,670
Q4 2024 Added 0.36%
$33.3B
$3.96 Million 1.41% of portfolio
13,863
Q4 2024 Added 1.36%
$123B
$3.94 Million 1.4% of portfolio
13,446
Q4 2024 Added 0.1%
$205B
$3.88 Million 1.38% of portfolio
25,490
Q4 2024 Reduced 0.19%
$149B
$3.52 Million 1.26% of portfolio
15,601
Q4 2024 Added 0.32%
$201B
$3.4 Million 1.21% of portfolio
15,450
Q4 2024 Added 0.49%
$38.4B
$3.31 Million 1.18% of portfolio
17,870
Q4 2024 Added 2.23%
$44.5B
$3.26 Million 1.16% of portfolio
60,489
Q4 2024 Added 6.35%
$86.2B
$3.09 Million 1.1% of portfolio
16,874
Q4 2024 Added 2.03%
$6.35B
$2.82 Million 1.01% of portfolio
99,987
Q4 2024 Reduced 5.21%
$204B
$2.84 Million 1.01% of portfolio
25,528
Q4 2024 Added 1.44%
$147B
$2.84 Million 1.01% of portfolio
8,555
Q4 2024 Added 0.53%
$35.9B
$2.69 Million 0.96% of portfolio
87,441
Q4 2024 Reduced 1.75%
$15.6B
$2.49 Million 0.89% of portfolio
13,301
Q4 2024 Added 0.88%
$80.6B
$2.3 Million 0.82% of portfolio
11,908
Q4 2024 Added 0.98%
$256B
$2.28 Million 0.81% of portfolio
38,583
Q4 2024 Added 146.66%
$1.2T
$2.13 Million 0.76% of portfolio
11,240
Q4 2024 Added 2.37%
$146B
$2.11 Million 0.75% of portfolio
79,516
Q4 2024 Reduced 8.35%
$103B
$2.08 Million 0.74% of portfolio
24,315
Q4 2024 Added 2.1%
$2.39T
$2.02 Million 0.72% of portfolio
9,222
Q4 2024 Added 4.09%
$72.9B
$2.02 Million 0.72% of portfolio
42,336
Q4 2024 Reduced 2.29%
$113B
$1.96 Million 0.7% of portfolio
21,512
Q4 2024 Reduced 2.26%
$257B
$1.69 Million 0.6% of portfolio
18,659
Q4 2024 Reduced 1.94%
$746B
$1.64 Million 0.59% of portfolio
2,125
Q4 2024 Reduced 3.85%
$69.4B
$1.52 Million 0.54% of portfolio
6,684
Q4 2024 Reduced 11.81%
$540B
$1.52 Million 0.54% of portfolio
4,807
Q4 2024 Reduced 2.42%
$161B
$1.47 Million 0.53% of portfolio
9,055
Q4 2024 Reduced 9.86%
$37.1B
$1.49 Million 0.53% of portfolio
9,595
Q4 2024 Reduced 4.95%
$417B
$1.36 Million 0.49% of portfolio
2
Q4 2021 New
$5.46B
$1.36 Million 0.49% of portfolio
92,332
Q4 2024 Added 1.12%
$384B
$1.31 Million 0.47% of portfolio
9,064
Q4 2024 Reduced 1.79%
$1.28T
$1.26 Million 0.45% of portfolio
3,127
Q4 2024 Added 0.32%
$242B
$1.22 Million 0.44% of portfolio
12,267
Q4 2024 Reduced 1.81%
$28.9B
$1.1 Million 0.39% of portfolio
9,177
Q4 2024 Added 2.23%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $280 Million
  • Prior Value $279 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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