Bill Few Associates, Inc. Reduced Holdings in Q3 2025

Bill Few Associates, Inc.

  • $336 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UGI
Ugi Corp

Utilities
-2.49K
- 2.59%
$32.64 - $37.14 $81.2K - $92.4K
93.6K $3.11M
DIS
Walt Disney CO

Communication Services
-237
- 0.93%
$112.25 - $124.0 $26.6K - $29.4K
25.4K $2.91M
SBUX
Starbucks Corp

Consumer Cyclical
-454
- 2.1%
$81.9 - $96.86 $37.2K - $44K
21.2K $1.79M
CCI
Crown Castle International Corp

Real Estate
-1.54K
- 28.16%
$92.96 - $113.91 $144K - $176K
3.94K $379K
CMCSA
Comcast Corp

Communication Services
-3.45K
- 28.74%
$31.41 - $36.33 $108K - $125K
8.56K $268K
PM
Philip Morris International Inc.

Consumer Defensive
-54
- 0.85%
$157.77 - $183.27 $8.52K - $9.9K
6.33K $1.03M
IVV
Ishares Core S&P 500 ETF

ETFs
-338
- 17.86%
$620.67 - $670.08 $210K - $226K
1.56K $1.04M
BSMS
Invesco Bulletshares 2028 Muni

ETFs
-4.31K
- 25.12%
$23.12 - $23.59 $99.6K - $102K
12.8K $300K
BSMT
Invesco Bulletshares 2029 Muni

ETFs
-4.4K
- 25.21%
$22.71 - $23.24 $100K - $102K
13.1K $301K
BDX
Becton Dickinson & CO

Healthcare
-1.09K
- 13.72%
$172.41 - $199.66 $187K - $217K
6.82K $1.28M
COST
Costco Wholesale Corp

Consumer Defensive
-27
- 3.33%
$915.95 - $994.57 $24.7K - $26.9K
784 $725K
BMY
Bristol Myers Squibb CO

Healthcare
-1.31K
- 12.35%
$43.31 - $48.98 $56.7K - $64.1K
9.29K $418K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-50
- 1.59%
$196.15 - $217.83 $9.81K - $10.9K
3.09K $621K
META
Meta Platforms, Inc.

Communication Services
-77
- 6.44%
$695.21 - $791.73 $53.5K - $61K
1.12K $821K
OKE
Oneok Inc

Energy
-400
- 12.23%
$71.36 - $83.47 $28.5K - $33.4K
2.87K $209K
LLY
Eli Lilly & CO

Healthcare
-17
- 0.75%
$625.65 - $812.69 $10.6K - $13.8K
2.26K $1.73M
SO
Southern CO

Utilities
-694
- 11.15%
$90.83 - $96.0 $63K - $66.6K
5.53K $524K
UNH
Unitedhealth Group Inc

Healthcare
-224
- 22.51%
$237.77 - $353.61 $53.3K - $79.2K
771 $266K
DOV
Dover Corp

Industrials
-2
- 0.09%
$165.59 - $190.9 $331 - $382
2.23K $371K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-980
- 11.45%
$62.09 - $66.51 $60.8K - $65.2K
7.58K $494K
EQT
Eqt Corp

Energy
-133
- 2.05%
$49.19 - $59.19 $6.54K - $7.87K
6.34K $345K
IP
International Paper CO

Consumer Cyclical
-610
- 11.21%
$45.32 - $55.68 $27.6K - $34K
4.83K $224K
WSBC
Wesbanco Inc

Financial Services
-1K
- 10.05%
$29.44 - $33.7 $29.4K - $33.7K
8.95K $285K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 0.08%
$185.65 - $214.38 $371 - $429
2.36K $473K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-66
- 1.97%
$60.9 - $70.75 $4.02K - $4.67K
3.29K $205K
EMR
Emerson Electric CO

Industrials
-66
- 3.65%
$128.6 - $149.63 $8.49K - $9.88K
1.74K $228K
ED
Consolidated Edison Inc

Utilities
-64
- 3.08%
$95.57 - $105.36 $6.12K - $6.74K
2.01K $202K
Invesco Exch Trd Slf Idx Fd
-2.06K
- 14.51%
N/A
12.2K $0
Invesco Exch Trd Slf Idx Fd
-2.02K
- 14.48%
N/A
11.9K $0
WFC
Wells Fargo & Company

Financial Services
-156
- 3.53%
$77.05 - $85.16 $12K - $13.3K
4.26K $357K
SHEL
Shell PLC

Energy
-42
- 0.67%
$69.82 - $73.93 $2.93K - $3.11K
6.22K $444K
OGN
Organon & Co.

Healthcare
-716
- 4.76%
$8.4 - $10.85 $6.01K - $7.77K
14.3K $152K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-21
- 0.76%
$87.29 - $93.61 $1.83K - $1.97K
2.74K $256K
COP
Conocophillips

Energy
-89
- 1.91%
$91.0 - $98.99 $8.1K - $8.81K
4.56K $431K
CSX
Csx Corp

Industrials
-300
- 3.34%
$32.05 - $36.52 $9.62K - $11K
8.67K $307K
FITB
Fifth Third Bancorp

Financial Services
-200
- 2.66%
$40.91 - $46.28 $8.18K - $9.26K
7.33K $326K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-285
- 1.78%
$23.82 - $25.84 $6.79K - $7.36K
15.7K $403K
LOW
Lowes Companies Inc

Consumer Cyclical
-48
- 3.71%
$215.01 - $273.02 $10.3K - $13.1K
1.25K $313K
MCD
Mcdonalds Corp

Consumer Cyclical
-15
- 0.4%
$291.67 - $316.99 $4.38K - $4.75K
3.69K $1.12M
NSC
Norfolk Southern Corp

Industrials
-52
- 3.9%
$259.49 - $300.41 $13.5K - $15.6K
1.28K $384K
GPC
Genuine Parts CO

Consumer Cyclical
-88
- 2.52%
$122.23 - $142.77 $10.8K - $12.6K
3.4K $471K
GD
General Dynamics Corp

Industrials
-6
- 0.52%
$293.92 - $341.0 $1.76K - $2.05K
1.15K $392K
IWR
Ishares Russell Mid Cap ETF

ETFs
-85
- 0.6%
$92.26 - $97.51 $7.84K - $8.29K
14.2K $1.37M
IWM
Ishares Russell 2000 ETF

ETFs
-21
- 0.59%
$214.92 - $244.84 $4.51K - $5.14K
3.55K $858K
MO
Altria Group, Inc.

Consumer Defensive
-184
- 1.33%
$57.75 - $67.68 $10.6K - $12.5K
13.7K $902K
PFE
Pfizer Inc

Healthcare
-320
- 0.38%
$23.29 - $25.88 $7.45K - $8.28K
83.9K $2.14M
GE
General Electric CO

Industrials
-40
- 1.43%
$244.75 - $305.63 $9.79K - $12.2K
2.77K $832K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-54
- 0.36%
$79.39 - $90.39 $4.29K - $4.88K
14.8K $1.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-50
- 1.58%
$224.68 - $282.71 $11.2K - $14.1K
3.11K $868K
Activity Summary
Buys All Purchases 105 New Holdings 11 Increased Positions 94 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 0
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