Bill Few Associates, Inc. Purchases in Q1 2025

Bill Few Associates, Inc.

  • $275 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
375
+ 3.76%
$442.66 - $534.52 $166K - $200K
10.4K $5.51M
VZ
Verizon Communications Inc

Communication Services
4.98K
+ 5.02%
$37.81 - $46.49 $188K - $231K
104K $4.72M
AMT
American Tower Corp

Real Estate
691
+ 4.1%
$173.46 - $217.6 $120K - $150K
17.6K $3.82M
ABT
Abbott Laboratories

Healthcare
80
+ 0.22%
$111.1 - $140.22 $8.89K - $11.2K
36K $4.78M
CVX
Chevron Corp

Energy
3
+ 0.01%
$146.71 - $167.97 $440 - $504
27.7K $4.63M
XOM
Exxon Mobil Corp

Energy
95
+ 0.21%
$105.44 - $118.93 $10K - $11.3K
46.2K $5.5M
TDVG
T Rowe Price Exchange Traded F

Technology
10.9K
New
$39.23 - $42.13 $427K - $458K
10.9K $439K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
2.36K
New
$175.5 - $209.86 $415K - $496K
2.36K $428K
LLY
Eli Lilly & CO

Healthcare
296
+ 13.93%
$725.72 - $929.72 $215K - $275K
2.42K $2M
PM
Philip Morris International Inc.

Consumer Defensive
300
+ 4.19%
$117.15 - $158.79 $35.1K - $47.6K
7.47K $1.19M
T
At&T Inc.

Communication Services
3.68K
+ 11.68%
$21.56 - $28.28 $79.3K - $104K
35.2K $994K
CGXU
Capital Group Intl Focus Equit

ETFs
11.7K
+ 12.29%
$24.48 - $26.59 $285K - $310K
107K $2.61M
CGDV
Capital Group Divid Value ETF

ETFs
6.13K
+ 6.38%
$34.95 - $37.36 $214K - $229K
102K $3.64M
EXC
Exelon Corp

Utilities
5.46K
New
$37.3 - $46.08 $204K - $252K
5.46K $251K
CSX
Csx Corp

Industrials
8.44K
New
$29.11 - $33.67 $246K - $284K
8.44K $248K
ED
Consolidated Edison Inc

Utilities
2.01K
New
$88.0 - $110.59 $177K - $222K
2.01K $222K
JNJ
Johnson & Johnson

Healthcare
171
+ 1.89%
$142.06 - $167.7 $24.3K - $28.7K
9.24K $1.53M
WEC
Wec Energy Group, Inc.

Utilities
1.9K
New
$92.12 - $108.98 $175K - $207K
1.9K $207K
D
Dominion Energy, Inc

Utilities
324
+ 0.54%
$52.85 - $57.43 $17.1K - $18.6K
60.8K $3.41M
PG
Procter & Gamble CO

Consumer Defensive
338
+ 1.05%
$158.56 - $176.26 $53.6K - $59.6K
32.6K $5.55M
COST
Costco Wholesale Corp

Consumer Defensive
132
+ 19.91%
$890.62 - $1076.86 $118K - $142K
795 $751K
META
Meta Platforms, Inc.

Communication Services
247
+ 24.1%
$576.36 - $736.67 $142K - $182K
1.27K $733K
MO
Altria Group, Inc.

Consumer Defensive
298
+ 2.22%
$50.81 - $60.02 $15.1K - $17.9K
13.7K $822K
SO
Southern CO

Utilities
500
+ 8.59%
$80.96 - $92.96 $40.5K - $46.5K
6.32K $581K
TJX
Tjx Companies Inc

Consumer Cyclical
327
+ 0.57%
$112.81 - $126.16 $36.9K - $41.3K
57.5K $7M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.87K
+ 19.61%
$33.98 - $39.84 $166K - $194K
29.7K $1.02M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
3.35K
+ 16.55%
N/A
23.6K $601K
QQQ
Invesco Qqq Trust, Series 1

ETFs
288
+ 23.51%
$468.34 - $539.52 $135K - $155K
1.51K $709K
EQT
Eqt Corp

Energy
735
+ 13.71%
$46.16 - $54.25 $33.9K - $39.9K
6.1K $325K
VEU
Vanguard Ftse All World Ex Us

ETFs
765
+ 8.01%
$56.51 - $62.98 $43.2K - $48.2K
10.3K $625K
SHEL
Shell PLC

Energy
10
+ 0.16%
$62.84 - $73.29 $628 - $733
6.2K $454K
KO
Coca Cola CO

Consumer Defensive
129
+ 2.21%
$60.81 - $72.32 $7.84K - $9.33K
5.97K $427K
CGGO
Capital Group Global Growth Eq

ETFs
4.27K
+ 6.4%
$28.33 - $30.84 $121K - $132K
70.9K $2.01M
MDLZ
Mondelez International, Inc.

Consumer Defensive
234
+ 6.52%
$56.12 - $68.15 $13.1K - $15.9K
3.82K $259K
OKE
Oneok Inc

Energy
490
+ 17.67%
$89.57 - $109.85 $43.9K - $53.8K
3.26K $323K
BK
Bank Of New York Mellon Corp

Financial Services
30
+ 0.51%
$75.42 - $88.95 $2.26K - $2.67K
5.95K $498K
NFLX
Netflix Inc

Communication Services
7
+ 1.32%
$828.4 - $1058.6 $5.8K - $7.41K
536 $499K
IP
International Paper CO

Consumer Cyclical
517
+ 10.5%
$49.38 - $60.09 $25.5K - $31.1K
5.44K $290K
EFA
Ishares Tr Msci Eafe ETF

ETFs
38
+ 1.38%
$74.85 - $84.89 $2.84K - $3.23K
2.79K $228K
JPRE
J P Morgan Exchange Traded Fd

ETFs
120
+ 0.88%
$45.34 - $49.96 $5.44K - $6K
13.7K $660K
AMAT
Applied Materials Inc

Technology
1.19K
+ 13.12%
$145.06 - $195.51 $172K - $232K
10.2K $1.49M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.15K
+ 10.32%
$77.91 - $92.26 $89.7K - $106K
12.3K $977K
OGN
Organon & Co.

Healthcare
477
+ 3.44%
$14.29 - $16.41 $6.82K - $7.83K
14.3K $213K
CGUS
Capital Group Core Equity ETF
948
+ 4.82%
$33.08 - $36.62 $31.4K - $34.7K
20.6K $689K
Capital Grp Fixed Incm ETF T
732
+ 1.59%
N/A
46.6K $0
FIGB
Fidelity Merrimack Str Tr
1.04K
+ 4.02%
N/A
26.8K $0
UPS
United Parcel Service Inc

Industrials
288
+ 13.47%
$109.66 - $136.26 $31.6K - $39.2K
2.43K $266K
DD
Du Pont De Nemours, Inc.

Basic Materials
20
+ 0.74%
$72.7 - $84.32 $1.45K - $1.69K
2.72K $202K
NEE
Nextera Energy Inc

Utilities
25
+ 0.41%
$66.96 - $76.16 $1.67K - $1.9K
6.17K $437K
Activity Summary
Buys All Purchases 70 New Holdings 6 Increased Positions 64 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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