Bill Few Associates, Inc. Portfolio Holdings

Bill Few Associates, Inc.

  • $336 Million
  • Q3 2025

Bill Few Associates, Inc. has filed its 13F form on October 16, 2025 for Q3 2025 where it was disclosed a total value porftolio of $336 Million distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.7M, Microsoft Corp with a value of $19.8M, Nvidia Corp with a value of $16.8M, Oracle Corp with a value of $12.3M, and Jpmorgan Chase & CO with a value of $10.4M.

Examining the 13F form we can see an increase of $30.3M in the current position value, from $305M to 336M.

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

Portfolio value $336 Million
Technology: $87.9 Million
ETFs: $55.8 Million
Financial Services: $44 Million
Healthcare: $27.2 Million
Industrials: $26.9 Million
Communication Services: $23.5 Million
Consumer Cyclical: $21.2 Million
Consumer Defensive: $17.5 Million
Other: $29.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$268,000 0.08% of portfolio
574
Q2 2025 New
$23B
$265,000 0.08% of portfolio
2,587
Q3 2025 Added 0.39%
$161B
$270,000 0.08% of portfolio
251
Q2 2025 New
$300B
$266,000 0.08% of portfolio
771
Q3 2025 Reduced 22.51%
$0
$256,000 0.08% of portfolio
2,744
Q3 2025 Reduced 0.76%
$68.9B
$236,000 0.07% of portfolio
1,005
Q3 2025 Added 1.31%
$75.4B
$228,000 0.07% of portfolio
1,743
Q3 2025 Reduced 3.65%
$13.3B
$224,000 0.07% of portfolio
4,831
Q3 2025 Reduced 11.21%
$28.1B
$226,000 0.07% of portfolio
4,486
Q3 2025 Added 2.47%
$130B
$248,000 0.07% of portfolio
698
Q3 2025 Added 0.72%
$109B
$222,000 0.07% of portfolio
4,017
Q3 2025 Added 25.53%
$34.9B
$227,000 0.07% of portfolio
956
Q3 2025 New
$123B
$223,000 0.07% of portfolio
791
Q2 2025 Added 5.33%
$190B
$229,000 0.07% of portfolio
2,257
Q3 2025 New
$187B
$224,000 0.07% of portfolio
1,348
Q4 2024 Added 8.45%
$40.3B
$225,000 0.07% of portfolio
669
Q2 2025 New
$35B
$206,000 0.06% of portfolio
1,800
Q3 2025 New
$0
$204,000 0.06% of portfolio
12,125
Q4 2024 New
$53.8B
$202,000 0.06% of portfolio
1,287
Q2 2025 New
$19.9B
$208,000 0.06% of portfolio
2,676
Q3 2025 New
$5.03B
$213,000 0.06% of portfolio
1,425
Q4 2023 New
$0
$218,000 0.06% of portfolio
11,600
Q2 2025 New
$31.5B
$209,000 0.06% of portfolio
2,870
Q3 2025 Reduced 12.23%
$79.2B
$218,000 0.06% of portfolio
3,140
Q2 2025 New
$76.2B
$205,000 0.06% of portfolio
3,289
Q3 2025 Reduced 1.97%
$36B
$202,000 0.06% of portfolio
2,011
Q3 2025 Reduced 3.08%
$0
$217,000 0.06% of portfolio
1,798
Q3 2025 New
$0
$209,000 0.06% of portfolio
2,397
Q3 2025 New
$0
$204,000 0.06% of portfolio
1,700
Q3 2025 New
$0
$215,000 0.06% of portfolio
10,480
Q4 2024 New
$0
$216,000 0.06% of portfolio
8,813
Q2 2022 New
$1.92B
$152,000 0.05% of portfolio
14,318
Q3 2025 Reduced 4.76%
$0
$176,000 0.05% of portfolio
10,600
Q2 2025 New
Trust For Professional Manag
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.15%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.27%
Capital Group International
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.84%
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 14.51%
-
$0 0.0% of portfolio
-
Q3 2025 Added 4.14%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 40.7%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.31%
John Hancock Exchange Traded
-
$0 0.0% of portfolio
-
Q3 2025 Added 28.1%
Vanguard Malvern Fds
-
$0 0.0% of portfolio
-
Q3 2025 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.78%
-
$0 0.0% of portfolio
-
Q3 2025 Added 3.12%
Rbb Fund Trust
-
$0 0.0% of portfolio
-
Q3 2025 Added 17.24%
Tempus Ai Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
Invesco Exch Trd Slf Idx Fd
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 14.48%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q2 2025 New
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $336 Million
  • Prior Value $305 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 16, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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