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 Market Cap. of $200 Billions or more

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%
$301B
$6.19 Million 2.21% of portfolio
34,815
Q4 2024 Added 1.4%
$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%
$205B
$3.88 Million 1.38% of portfolio
25,490
Q4 2024 Reduced 0.19%
$201B
$3.4 Million 1.21% of portfolio
15,450
Q4 2024 Added 0.49%
$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%
$2.39T
$2.02 Million 0.72% of portfolio
9,222
Q4 2024 Added 4.09%
$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%
$540B
$1.52 Million 0.54% of portfolio
4,807
Q4 2024 Reduced 2.42%
$417B
$1.36 Million 0.49% of portfolio
2
Q4 2021 New
$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%
$210B
$1.05 Million 0.37% of portfolio
3,610
Q4 2024 Reduced 10.44%
$1.15T
$758,000 0.27% of portfolio
3,840
Q4 2024 Reduced 1.29%
$215B
$763,000 0.27% of portfolio
2,104
Q4 2024 Reduced 14.54%
$1.46T
$604,000 0.22% of portfolio
1,025
Q3 2024 Added 1.99%
$416B
$607,000 0.22% of portfolio
663
Q4 2024 Added 0.45%
$435B
$471,000 0.17% of portfolio
529
Q4 2024 Reduced 1.86%
$215B
$486,000 0.17% of portfolio
2,919
Q4 2024 Reduced 5.26%
$233B
$388,000 0.14% of portfolio
6,193
Q4 2024 Added 5.63%
$498B
$389,000 0.14% of portfolio
769
Q4 2024 Reduced 24.53%
$268B
$363,000 0.13% of portfolio
5,837
Q4 2024 Reduced 1.12%
$293B
$315,000 0.11% of portfolio
4,487
Q3 2024 Added 2.68%
$225B
$287,000 0.1% of portfolio
553
Q4 2023 New
$509B
$249,000 0.09% of portfolio
474
Q4 2024 Added 2.16%
$334B
$208,000 0.07% of portfolio
624
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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