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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.84 Million 1.37% of portfolio
7,120
Q4 2024 Added 10.63%
$0
$3.39 Million 1.21% of portfolio
96,035
Q4 2024 Added 6.87%
$0
$3.23 Million 1.15% of portfolio
58,980
Q4 2024 Added 7.25%
$0
$2.34 Million 0.83% of portfolio
94,860
Q4 2024 Added 13.52%
$0
$2.19 Million 0.78% of portfolio
3,738
Q4 2024 Added 0.03%
$0
$2.16 Million 0.77% of portfolio
48,008
Q4 2024 Added 5.93%
$0
$1.95 Million 0.69% of portfolio
66,678
Q4 2024 Added 17.07%
$0
$1.31 Million 0.47% of portfolio
4,522
Q3 2023 Reduced 8.57%
$0
$1.29 Million 0.46% of portfolio
37,702
Q4 2024 Added 22.59%
$0
$1.26 Million 0.45% of portfolio
14,278
Q3 2024 Added 5.25%
$0
$1.2 Million 0.43% of portfolio
13,741
Q4 2024 Added 13.69%
$0
$1.13 Million 0.4% of portfolio
1,988
Q3 2024 Added 0.25%
$0
$1.09 Million 0.39% of portfolio
1,850
Q4 2024 Reduced 2.63%
$0
$1.05 Million 0.37% of portfolio
11,914
Q4 2024 Reduced 2.22%
$0
$969,000 0.35% of portfolio
11,154
Q4 2024 Added 37.7%
$0
$923,000 0.33% of portfolio
24,840
Q4 2024 Added 35.26%
$0
$798,000 0.28% of portfolio
3,615
Q1 2024 Reduced 3.83%
$0
$688,000 0.25% of portfolio
19,683
Q4 2024 Added 10.72%
$0
$642,000 0.23% of portfolio
13,591
Q4 2024 Reduced 2.04%
$0
$617,000 0.22% of portfolio
13,201
Q4 2024 Added 22.16%
$0
$626,000 0.22% of portfolio
1,225
Q2 2024 Added 3.11%
$0
$548,000 0.2% of portfolio
9,549
Q4 2024 Added 37.69%
$0
$523,000 0.19% of portfolio
5,798
Q4 2024 Added 37.52%
$0
$514,000 0.18% of portfolio
8,256
Q4 2024 Reduced 20.47%
$0
$515,000 0.18% of portfolio
20,235
Q4 2024 Added 87.14%
$0
$427,000 0.15% of portfolio
6,573
Q1 2024 Reduced 16.87%
$0
$411,000 0.15% of portfolio
17,462
Q2 2024 Added 32.32%
$0
$400,000 0.14% of portfolio
17,465
Q4 2024 Added 99.14%
$0
$404,000 0.14% of portfolio
17,119
Q2 2024 Added 33.13%
$0
$399,000 0.14% of portfolio
17,142
Q2 2024 Added 33.54%
$0
$377,000 0.13% of portfolio
7,385
Q4 2024 Added 5.33%
$0
$362,000 0.13% of portfolio
15,972
Q4 2024 Added 200.0%
$0
$373,000 0.13% of portfolio
15,302
Q4 2022 New
$0
$315,000 0.11% of portfolio
13,132
Q4 2024 New
$0
$317,000 0.11% of portfolio
6,334
Q4 2024 New
$0
$216,000 0.08% of portfolio
8,813
Q2 2022 New
$0
$200,000 0.07% of portfolio
9,240
Q2 2024 New
$0
$210,000 0.07% of portfolio
10,480
Q4 2024 New
$0
$201,000 0.07% of portfolio
9,605
Q2 2024 New
$0
$208,000 0.07% of portfolio
2,754
Q4 2024 Reduced 22.38%
$0
$198,000 0.07% of portfolio
12,125
Q4 2024 New

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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