Bill Few Associates, Inc. Purchases in Q4 2024

Bill Few Associates, Inc.

  • $280 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
22.9K
+ 146.66%
$52.45 - $60.02 $1.2M - $1.38M
38.6K $2.28M
GOOG
Alphabet Inc.

Communication Services
308
+ 0.78%
$163.08 - $198.16 $50.2K - $61K
39.8K $7.58M
TSLA
Tesla, Inc.

Consumer Cyclical
10
+ 0.32%
$213.65 - $479.86 $2.14K - $4.8K
3.13K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
684
+ 10.63%
$521.84 - $558.82 $357K - $382K
7.12K $3.84M
DIS
Walt Disney CO

Communication Services
363
+ 1.44%
$92.39 - $117.6 $33.5K - $42.7K
25.5K $2.84M
AMZN
Amazon Com Inc

Consumer Cyclical
362
+ 4.09%
$180.88 - $232.93 $65.5K - $84.3K
9.22K $2.02M
COP
Conocophillips

Energy
3.32K
New
$95.12 - $114.72 $316K - $381K
3.32K $329K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.33K
New
$49.79 - $51.14 $315K - $324K
6.33K $317K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
13.1K
New
$23.99 - $24.55 $315K - $322K
13.1K $315K
HON
Honeywell International Inc

Industrials
49
+ 0.32%
$202.84 - $236.0 $9.94K - $11.6K
15.6K $3.52M
ROK
Rockwell Automation, Inc

Industrials
186
+ 1.36%
$264.65 - $302.92 $49.2K - $56.3K
13.9K $3.96M
CGGR
Capital Group Growth ETF Shs C

ETFs
6.48K
+ 35.26%
$34.49 - $39.24 $223K - $254K
24.8K $923K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.05K
+ 37.7%
$86.65 - $94.9 $265K - $290K
11.2K $969K
EQT
Eqt Corp

Energy
5.36K
New
$35.62 - $46.89 $191K - $251K
5.36K $247K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
9.42K
+ 87.14%
N/A
20.2K $515K
CGGO
Capital Group Global Growth Eq

ETFs
9.72K
+ 17.07%
$29.21 - $30.67 $284K - $298K
66.7K $1.95M
ADP
Automatic Data Processing Inc

Industrials
14
+ 0.1%
$280.08 - $307.97 $3.92K - $4.31K
13.4K $3.94M
SPMD
Spdr Portfolio

ETFs
3.99K
+ 7.25%
$54.13 - $59.56 $216K - $237K
59K $3.23M
PYPL
Pay Pal Holdings, Inc.

Financial Services
500
+ 2.1%
$77.25 - $91.3 $38.6K - $45.7K
24.3K $2.08M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.58K
+ 30.2%
$78.43 - $87.17 $202K - $225K
11.1K $890K
BK
Bank Of New York Mellon Corp

Financial Services
2.54K
+ 75.37%
$70.82 - $81.87 $180K - $208K
5.92K $454K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
10.5K
New
$20.08 - $20.61 $210K - $216K
10.5K $210K
CRM
Salesforce, Inc.

Technology
624
New
$270.87 - $367.87 $169K - $230K
624 $208K
BSCU
Invesco Exc Self Ind Tr

ETFs
12.1K
New
$16.32 - $16.99 $198K - $206K
12.1K $198K
TJX
Tjx Companies Inc

Consumer Cyclical
86
+ 0.15%
$112.15 - $127.2 $9.64K - $10.9K
57.1K $6.9M
BSMT
Invesco Bulletshares 2029 Muni

ETFs
8.7K
+ 99.14%
$22.83 - $23.36 $199K - $203K
17.5K $400K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1.66K
+ 13.69%
$84.34 - $95.14 $140K - $157K
13.7K $1.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.95K
+ 22.59%
$34.13 - $37.35 $237K - $260K
37.7K $1.29M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.58K
+ 37.52%
$89.9 - $100.66 $142K - $159K
5.8K $523K
PNC
Pnc Financial Services Group, Inc.

Financial Services
115
+ 0.98%
$178.39 - $215.0 $20.5K - $24.7K
11.9K $2.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
2.61K
+ 37.69%
$57.29 - $63.1 $150K - $165K
9.55K $548K
CGDV
Capital Group Divid Value ETF

ETFs
6.18K
+ 6.87%
$35.16 - $37.12 $217K - $229K
96K $3.39M
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
2.4K
+ 22.16%
$46.67 - $47.99 $112K - $115K
13.2K $617K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
2.69K
+ 5.93%
$44.33 - $49.55 $119K - $133K
48K $2.16M
CGXU
Capital Group Intl Focus Equit

ETFs
11.3K
+ 13.52%
$24.67 - $26.94 $279K - $304K
94.9K $2.34M
CGUS
Capital Group Core Equity ETF
1.91K
+ 10.72%
$33.96 - $36.24 $64.7K - $69.1K
19.7K $688K
FNB
Fnb Corp

Financial Services
1.02K
+ 1.12%
$13.56 - $17.29 $13.9K - $17.7K
92.3K $1.36M
ABC
Amerisourcebergen Corp

Healthcare
390
+ 2.23%
N/A
17.9K $3.31M
BMY
Bristol Myers Squibb CO

Healthcare
125
+ 1.27%
$51.92 - $59.94 $6.49K - $7.49K
9.99K $565K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.03%
$567.81 - $607.81 $568 - $608
3.74K $2.19M
OKE
Oneok Inc

Energy
105
+ 3.94%
$92.28 - $117.05 $9.69K - $12.3K
2.77K $278K
MO
Altria Group, Inc.

Consumer Defensive
303
+ 2.31%
$49.06 - $57.74 $14.9K - $17.5K
13.4K $700K
PANW
Palo Alto Networks Inc

Technology
719
+ 115.97%
$181.96 - $405.9 $131K - $292K
1.34K $243K
IP
International Paper CO

Consumer Cyclical
121
+ 2.52%
$46.64 - $59.57 $5.64K - $7.21K
4.92K $265K
TROW
Price T Rowe Group Inc

Financial Services
165
+ 7.16%
$106.48 - $124.69 $17.6K - $20.6K
2.47K $279K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.45%
$873.59 - $994.69 $2.62K - $2.98K
663 $607K
MA
Mastercard Inc

Financial Services
10
+ 2.16%
$491.3 - $536.15 $4.91K - $5.36K
474 $249K
ETN
Eaton Corp PLC

Industrials
45
+ 0.53%
$326.96 - $377.52 $14.7K - $17K
8.56K $2.84M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.6K
+ 200.0%
$22.01 - $66.82 $234K - $711K
16K $362K
Activity Summary
Buys All Purchases 75 New Holdings 8 Increased Positions 67 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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