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
$229B
$1.05 Million 0.37% of portfolio
3,610
Q4 2024 Reduced 10.44%
$253B
$862,000 0.31% of portfolio
7,168
Q4 2024 Reduced 2.57%
$131B
$850,000 0.3% of portfolio
2,362
Q4 2024 Reduced 1.83%
$787B
$758,000 0.27% of portfolio
3,840
Q4 2024 Reduced 1.29%
$155B
$763,000 0.27% of portfolio
2,104
Q4 2024 Reduced 14.54%
$193B
$717,000 0.26% of portfolio
31,490
Q4 2024 Reduced 4.57%
$104B
$700,000 0.25% of portfolio
13,398
Q4 2024 Added 2.31%
$109B
$670,000 0.24% of portfolio
3,156
Q4 2024 Reduced 0.54%
$94.8B
$661,000 0.24% of portfolio
3,276
Q4 2024 Reduced 5.75%
$1.13T
$604,000 0.22% of portfolio
1,025
Q3 2024 Added 1.99%
$440B
$607,000 0.22% of portfolio
663
Q4 2024 Added 0.45%
$105B
$565,000 0.2% of portfolio
9,990
Q4 2024 Added 1.27%
$48.2B
$554,000 0.2% of portfolio
4,235
Q4 2024 Added 4.7%
$93.8B
$544,000 0.19% of portfolio
5,050
Q4 2024 Reduced 0.49%
$136B
$532,000 0.19% of portfolio
1,257
Q4 2024 Reduced 10.6%
$135B
$536,000 0.19% of portfolio
2,351
Q4 2024 Reduced 1.01%
$433B
$471,000 0.17% of portfolio
529
Q4 2024 Reduced 1.86%
$42.4B
$489,000 0.17% of portfolio
3,991
Q4 2024 Added 0.18%
$199B
$486,000 0.17% of portfolio
2,919
Q4 2024 Reduced 5.26%
$100B
$479,000 0.17% of portfolio
5,824
Q4 2024 Reduced 0.7%
$150B
$456,000 0.16% of portfolio
12,167
Q4 2024 Reduced 7.36%
$130B
$440,000 0.16% of portfolio
6,147
Q4 2024 Reduced 7.38%
$61.7B
$454,000 0.16% of portfolio
5,917
Q4 2024 Added 75.37%
$148B
$432,000 0.15% of portfolio
1,658
Q4 2024 Added 0.73%
$72B
$422,000 0.15% of portfolio
3,273
Q4 2024 Reduced 4.35%
$189B
$429,000 0.15% of portfolio
3,710
Q4 2024 Reduced 4.08%
$22.6B
$417,000 0.15% of portfolio
2,225
Q4 2024 Reduced 4.3%
$232B
$388,000 0.14% of portfolio
6,193
Q4 2024 Added 5.63%
$425B
$389,000 0.14% of portfolio
769
Q4 2024 Reduced 24.53%
$26.3B
$392,000 0.14% of portfolio
12,104
Q4 2024 Reduced 8.16%
$16.1B
$384,000 0.14% of portfolio
3,297
Q4 2024 Reduced 1.82%
$122B
$390,000 0.14% of portfolio
803
Q4 2024 Added 2.55%
$131B
$365,000 0.13% of portfolio
3,954
Q3 2024 Added 6.29%
$77.7B
$375,000 0.13% of portfolio
18,706
Q4 2024 Reduced 24.65%
$316B
$363,000 0.13% of portfolio
5,837
Q4 2024 Reduced 1.12%
$1.68B
$323,000 0.12% of portfolio
9,950
Q4 2024 Reduced 7.79%
$1.36B
$323,000 0.12% of portfolio
19,147
Q2 2024 Reduced 0.52%
$28.4B
$332,000 0.12% of portfolio
2,845
Q4 2024 Reduced 7.81%
$113B
$329,000 0.12% of portfolio
3,318
Q4 2024 New
$75.8B
$304,000 0.11% of portfolio
1,156
Q3 2024 Reduced 3.83%
$246B
$315,000 0.11% of portfolio
4,487
Q3 2024 Added 2.68%
$63.7B
$320,000 0.11% of portfolio
2,299
Q3 2024 Reduced 5.43%
$23.4B
$316,000 0.11% of portfolio
7,482
Q3 2024 Added 1.59%
$13.2B
$305,000 0.11% of portfolio
3,032
Q4 2024 Reduced 3.35%
$26.4B
$320,000 0.11% of portfolio
950
Q4 2021 New
$96.5B
$316,000 0.11% of portfolio
1,788
Q4 2024 Reduced 5.3%
$52B
$309,000 0.11% of portfolio
1,034
Q2 2023 Added 10.71%
$38.5B
$278,000 0.1% of portfolio
2,773
Q4 2024 Added 3.94%
$34.1B
$275,000 0.1% of portfolio
4,325
Q4 2024 Added 3.1%

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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