Bill Few Associates, Inc. Portfolio Holdings

Bill Few Associates, Inc.

  • $275 Million
  • Q1 2025

Bill Few Associates, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $275 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 $20.3M, Microsoft Corp with a value of $15M, Nvidia Corp with a value of $11.5M, Jpmorgan Chase & CO with a value of $8.18M, and Abb Vie Inc. with a value of $7.29M.

Examining the 13F form we can see an decrease of $5.72M in the current position value, from $280M to 275M.

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

Portfolio value $275 Million
Technology: $62.5 Million
ETFs: $39.4 Million
Financial Services: $38.3 Million
Healthcare: $27.5 Million
Industrials: $22.9 Million
Consumer Cyclical: $18.6 Million
Consumer Defensive: $18.2 Million
Communication Services: $17.8 Million
Other: $28.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$20.3 Million 7.38% of portfolio
91,228
Q1 2025 Reduced 0.42%
$3.51T
$15 Million 5.48% of portfolio
40,060
Q1 2025 Added 0.2%
$359B
$11.5 Million 4.18% of portfolio
105,801
Q1 2025 Reduced 0.18%
$788B
$8.18 Million 2.98% of portfolio
33,335
Q1 2025 Reduced 0.84%
$335B
$7.29 Million 2.65% of portfolio
34,781
Q1 2025 Reduced 0.1%
$146B
$7 Million 2.55% of portfolio
57,452
Q1 2025 Added 0.57%
$1.1T
$6.19 Million 2.25% of portfolio
39,615
Q1 2025 Reduced 0.49%
$479B
$6.15 Million 2.24% of portfolio
44,006
Q1 2025 Reduced 0.1%
$386B
$5.55 Million 2.02% of portfolio
32,593
Q1 2025 Added 1.05%
$648B
$5.51 Million 2.01% of portfolio
10,354
Q1 2025 Added 3.76%
$447B
$5.5 Million 2.0% of portfolio
46,223
Q1 2025 Added 0.21%
$377B
$5.27 Million 1.92% of portfolio
14,383
Q1 2025 Reduced 0.46%
$101B
$4.98 Million 1.81% of portfolio
35,622
Q1 2025 Reduced 0.02%
$235B
$4.78 Million 1.74% of portfolio
36,026
Q1 2025 Added 0.22%
$185B
$4.72 Million 1.72% of portfolio
104,140
Q1 2025 Added 5.02%
$281B
$4.63 Million 1.69% of portfolio
27,673
Q1 2025 Added 0.01%
$131B
$4.09 Million 1.49% of portfolio
13,392
Q1 2025 Reduced 0.4%
$248B
$3.84 Million 1.4% of portfolio
15,425
Q1 2025 Reduced 0.16%
$182B
$3.86 Million 1.4% of portfolio
25,721
Q1 2025 Added 0.91%
$99.9B
$3.82 Million 1.39% of portfolio
17,565
Q1 2025 Added 4.1%
$0
$3.64 Million 1.33% of portfolio
102,163
Q1 2025 Added 6.38%
$0
$3.62 Million 1.32% of portfolio
7,050
Q1 2025 Reduced 0.98%
$37.5B
$3.56 Million 1.3% of portfolio
13,775
Q1 2025 Reduced 0.63%
$46.3B
$3.41 Million 1.24% of portfolio
60,813
Q1 2025 Added 0.54%
$152B
$3.37 Million 1.23% of portfolio
15,911
Q1 2025 Added 1.99%
$38.4B
$3.31 Million 1.2% of portfolio
17,859
Q1 2025 Reduced 0.06%
$7.55B
$3.22 Million 1.17% of portfolio
97,487
Q1 2025 Reduced 2.5%
$0
$3.09 Million 1.12% of portfolio
60,331
Q1 2025 Added 2.29%
$32.6B
$2.66 Million 0.97% of portfolio
87,510
Q1 2025 Added 0.08%
$0
$2.61 Million 0.95% of portfolio
106,517
Q1 2025 Added 12.29%
$216B
$2.53 Million 0.92% of portfolio
25,611
Q1 2025 Added 0.33%
$14.6B
$2.36 Million 0.86% of portfolio
13,274
Q1 2025 Reduced 0.2%
$268B
$2.37 Million 0.86% of portfolio
38,409
Q1 2025 Reduced 0.45%
$129B
$2.35 Million 0.86% of portfolio
8,640
Q1 2025 Added 0.99%
$99.4B
$2.1 Million 0.77% of portfolio
21,445
Q1 2025 Reduced 0.31%
$72.5B
$2.11 Million 0.77% of portfolio
11,998
Q1 2025 Added 0.76%
$136B
$2.09 Million 0.76% of portfolio
82,299
Q1 2025 Added 3.5%
$0
$2.07 Million 0.76% of portfolio
3,706
Q1 2025 Reduced 0.86%
$0
$2.09 Million 0.76% of portfolio
51,193
Q1 2025 Added 6.63%
$767B
$2 Million 0.73% of portfolio
2,421
Q1 2025 Added 13.93%
$0
$2.01 Million 0.73% of portfolio
70,948
Q1 2025 Added 6.4%
$2.22T
$1.79 Million 0.65% of portfolio
9,428
Q1 2025 Added 2.23%
$49.7B
$1.8 Million 0.65% of portfolio
7,851
Q1 2025 Added 17.46%
$67.2B
$1.79 Million 0.65% of portfolio
42,292
Q1 2025 Reduced 0.1%
$993B
$1.72 Million 0.63% of portfolio
11,139
Q1 2025 Reduced 0.9%
$606B
$1.66 Million 0.61% of portfolio
4,748
Q1 2025 Reduced 1.23%
$264B
$1.62 Million 0.59% of portfolio
18,476
Q1 2025 Reduced 0.98%
$442B
$1.6 Million 0.58% of portfolio
2
Q4 2021 New
$86.5B
$1.58 Million 0.58% of portfolio
24,206
Q1 2025 Reduced 0.45%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $275 Million
  • Prior Value $280 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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