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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$432,000 0.15% of portfolio
1,658
Q4 2024 Added 0.73%
$82.6B
$422,000 0.15% of portfolio
3,273
Q4 2024 Reduced 4.35%
$184B
$429,000 0.15% of portfolio
3,710
Q4 2024 Reduced 4.08%
$27.9B
$417,000 0.15% of portfolio
2,225
Q4 2024 Reduced 4.3%
$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%
$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%
$24.2B
$392,000 0.14% of portfolio
12,104
Q4 2024 Reduced 8.16%
$16.5B
$384,000 0.14% of portfolio
3,297
Q4 2024 Reduced 1.82%
$130B
$390,000 0.14% of portfolio
803
Q4 2024 Added 2.55%
$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%
$117B
$365,000 0.13% of portfolio
3,954
Q3 2024 Added 6.29%
$0
$377,000 0.13% of portfolio
7,385
Q4 2024 Added 5.33%
$0
$373,000 0.13% of portfolio
15,302
Q4 2022 New
$85.5B
$375,000 0.13% of portfolio
18,706
Q4 2024 Reduced 24.65%
$268B
$363,000 0.13% of portfolio
5,837
Q4 2024 Reduced 1.12%
$2.03B
$323,000 0.12% of portfolio
9,950
Q4 2024 Reduced 7.79%
$1.54B
$323,000 0.12% of portfolio
19,147
Q2 2024 Reduced 0.52%
$31.4B
$332,000 0.12% of portfolio
2,845
Q4 2024 Reduced 7.81%
$130B
$329,000 0.12% of portfolio
3,318
Q4 2024 New
$73.1B
$304,000 0.11% of portfolio
1,156
Q3 2024 Reduced 3.83%
$293B
$315,000 0.11% of portfolio
4,487
Q3 2024 Added 2.68%
$0
$315,000 0.11% of portfolio
13,132
Q4 2024 New
$75.6B
$320,000 0.11% of portfolio
2,299
Q3 2024 Reduced 5.43%
$30.3B
$316,000 0.11% of portfolio
7,482
Q3 2024 Added 1.59%
$0
$317,000 0.11% of portfolio
6,334
Q4 2024 New
$16.9B
$305,000 0.11% of portfolio
3,032
Q4 2024 Reduced 3.35%
$31.1B
$320,000 0.11% of portfolio
950
Q4 2021 New
$105B
$316,000 0.11% of portfolio
1,788
Q4 2024 Reduced 5.3%
$51.3B
$309,000 0.11% of portfolio
1,034
Q2 2023 Added 10.71%
$46.7B
$278,000 0.1% of portfolio
2,773
Q4 2024 Added 3.94%
$35.8B
$275,000 0.1% of portfolio
4,325
Q4 2024 Added 3.1%
$97B
$269,000 0.1% of portfolio
2,138
Q4 2024 Reduced 9.1%
$59B
$288,000 0.1% of portfolio
1,229
Q2 2024 Added 6.87%
$199B
$279,000 0.1% of portfolio
3,250
Q4 2024 Reduced 2.99%
$225B
$287,000 0.1% of portfolio
553
Q4 2023 New
$25.8B
$279,000 0.1% of portfolio
2,470
Q4 2024 Added 7.16%
$71.1B
$279,000 0.1% of portfolio
992
Q4 2024 Reduced 0.8%
$27.7B
$243,000 0.09% of portfolio
4,811
Q4 2024 Added 4.22%
$19.7B
$247,000 0.09% of portfolio
5,363
Q4 2024 New
$21.4B
$265,000 0.09% of portfolio
4,924
Q4 2024 Added 2.52%
$509B
$249,000 0.09% of portfolio
474
Q4 2024 Added 2.16%
$12.7B
$239,000 0.09% of portfolio
6,396
Q4 2024 Reduced 84.92%
$56.2B
$243,000 0.09% of portfolio
1,339
Q4 2024 Added 115.97%
$12.4B
$231,000 0.08% of portfolio
8,359
Q4 2024 Added 1.83%
$78.7B
$214,000 0.08% of portfolio
3,589
Q4 2024 Reduced 6.27%

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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