Bill Few Associates, Inc. Portfolio Holdings

Bill Few Associates, Inc.

  • $279 Million
  • Q3 2024

Bill Few Associates, Inc. has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $279 Million distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.8M, Microsoft Corp with a value of $17.4M, Nvidia Corp with a value of $13M, Oracle Corp with a value of $7.7M, and Jpmorgan Chase & CO with a value of $7.16M.

Examining the 13F form we can see an increase of $21.1M in the current position value, from $258M to 279M.

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

Portfolio value $279 Million
Technology: $69.8 Million
Financial Services: $37.3 Million
ETFs: $37 Million
Healthcare: $27.2 Million
Industrials: $24.1 Million
Consumer Cyclical: $19.6 Million
Consumer Defensive: $18.8 Million
Communication Services: $17.3 Million
Other: $27 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$21.8 Million 7.83% of portfolio
93,643
Q3 2024 Reduced 0.87%
$3.25T
$17.4 Million 6.25% of portfolio
40,455
Q3 2024 Reduced 0.26%
$336B
$13 Million 4.68% of portfolio
107,351
Q3 2024 Reduced 0.09%
$457B
$7.7 Million 2.76% of portfolio
45,207
Q3 2024 Reduced 0.17%
$697B
$7.16 Million 2.57% of portfolio
33,990
Q3 2024 Added 0.07%
$310B
$6.78 Million 2.43% of portfolio
34,334
Q3 2024 Added 0.13%
$142B
$6.7 Million 2.41% of portfolio
57,039
Q3 2024 Added 1.77%
$1.17T
$6.6 Million 2.37% of portfolio
39,502
Q3 2024 Added 0.11%
$402B
$5.77 Million 2.07% of portfolio
14,239
Q2 2024 Reduced 0.83%
$121B
$5.57 Million 2.0% of portfolio
36,360
Q3 2024 Reduced 1.15%
$398B
$5.57 Million 2.0% of portfolio
32,154
Q3 2024 Added 1.76%
$441B
$5.45 Million 1.95% of portfolio
46,455
Q3 2024 Added 0.25%
$223B
$4.66 Million 1.67% of portfolio
17,196
Q3 2024 Added 1.16%
$590B
$4.62 Million 1.66% of portfolio
10,032
Q3 2024 Reduced 0.89%
$211B
$4.34 Million 1.56% of portfolio
25,539
Q3 2024 Added 3.72%
$168B
$4.21 Million 1.51% of portfolio
93,810
Q3 2024 Added 1.84%
$280B
$4.06 Million 1.46% of portfolio
27,572
Q3 2024 Added 0.04%
$85.5B
$3.85 Million 1.38% of portfolio
16,539
Q3 2024 Added 3.51%
$122B
$3.72 Million 1.33% of portfolio
13,432
Q3 2024 Added 1.27%
$33.5B
$3.67 Million 1.32% of portfolio
13,677
Q3 2024 Reduced 1.94%
$200B
$3.4 Million 1.22% of portfolio
15,375
Q3 2024 Added 4.53%
$44.7B
$3.29 Million 1.18% of portfolio
56,875
Q3 2024 Added 3.12%
$38.4B
$3.24 Million 1.16% of portfolio
17,480
Q3 2024 Added 2.9%
$154B
$3.21 Million 1.15% of portfolio
15,552
Q3 2024 Added 0.88%
$37.4B
$3.12 Million 1.12% of portfolio
88,996
Q3 2024 Reduced 0.94%
$15.3B
$2.91 Million 1.04% of portfolio
13,185
Q3 2024 Added 1.19%
$135B
$2.82 Million 1.01% of portfolio
8,510
Q3 2024 Added 2.68%
$5.71B
$2.64 Million 0.95% of portfolio
105,481
Q3 2024 Reduced 4.18%
$148B
$2.51 Million 0.9% of portfolio
86,763
Q3 2024 Added 3.5%
$204B
$2.42 Million 0.87% of portfolio
25,165
Q3 2024 Added 4.0%
$77.9B
$2.18 Million 0.78% of portfolio
11,793
Q3 2024 Added 0.11%
$101B
$2.15 Million 0.77% of portfolio
22,010
Q3 2024 Added 3.19%
$141B
$2.03 Million 0.73% of portfolio
10,045
Q3 2024 Added 1.88%
$71.2B
$1.98 Million 0.71% of portfolio
43,329
Q3 2024 Added 2.36%
$730B
$1.96 Million 0.7% of portfolio
2,210
Q3 2024 Reduced 7.18%
$101B
$1.86 Million 0.67% of portfolio
23,815
Q3 2024 Added 1.4%
$64.9B
$1.83 Million 0.66% of portfolio
7,579
Q3 2024 Added 2.57%
$1.14T
$1.82 Million 0.65% of portfolio
10,980
Q3 2024 Added 3.14%
$12.1B
$1.65 Million 0.59% of portfolio
42,400
Q3 2024 Reduced 2.29%
$2.29T
$1.65 Million 0.59% of portfolio
8,860
Q3 2024 Added 4.36%
$250B
$1.54 Million 0.55% of portfolio
19,029
Q3 2024 Reduced 7.17%
$378B
$1.5 Million 0.54% of portfolio
9,229
Q3 2024 Added 0.1%
$248B
$1.42 Million 0.51% of portfolio
12,493
Q3 2024 Reduced 7.9%
$409B
$1.38 Million 0.5% of portfolio
2
Q4 2021 New
$519B
$1.35 Million 0.49% of portfolio
4,926
Q3 2024 Added 7.86%
$5.09B
$1.29 Million 0.46% of portfolio
91,309
Q3 2024 Reduced 0.63%
$215B
$1.23 Million 0.44% of portfolio
4,031
Q2 2024 Added 0.35%
$33.4B
$1.24 Million 0.44% of portfolio
10,095
Q3 2024 Added 94.32%
$28.3B
$1.19 Million 0.43% of portfolio
8,977
Q2 2024 Added 0.37%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $279 Million
  • Prior Value $258 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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