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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$195B
$994,000 0.36% of portfolio
35,169
Q1 2025 Added 11.68%
$27.1B
$945,000 0.34% of portfolio
8,650
Q1 2025 Reduced 5.74%
$149B
$879,000 0.32% of portfolio
2,362
Q4 2024 Reduced 1.83%
$107B
$822,000 0.3% of portfolio
13,696
Q1 2025 Added 2.22%
$104B
$765,000 0.28% of portfolio
3,135
Q1 2025 Reduced 0.67%
$93.2B
$758,000 0.28% of portfolio
3,276
Q4 2024 Reduced 5.75%
$417B
$751,000 0.27% of portfolio
795
Q1 2025 Added 19.91%
$1.58T
$733,000 0.27% of portfolio
1,272
Q1 2025 Added 24.1%
$220B
$717,000 0.26% of portfolio
2,176
Q1 2025 Added 3.42%
$93B
$615,000 0.22% of portfolio
5,050
Q4 2024 Reduced 0.49%
$43.5B
$602,000 0.22% of portfolio
4,235
Q4 2024 Added 4.7%
$102B
$607,000 0.22% of portfolio
9,962
Q1 2025 Reduced 0.28%
$104B
$581,000 0.21% of portfolio
6,324
Q1 2025 Added 8.59%
$1.22T
$587,000 0.21% of portfolio
3,540
Q1 2025 Reduced 7.81%
$153B
$571,000 0.21% of portfolio
1,217
Q1 2025 Reduced 3.18%
$47.7B
$571,000 0.21% of portfolio
5,479
Q4 2024 Reduced 0.4%
$55.9B
$527,000 0.19% of portfolio
3,991
Q4 2024 Added 0.18%
$141B
$530,000 0.19% of portfolio
2,245
Q1 2025 Reduced 4.51%
$164B
$513,000 0.19% of portfolio
1,649
Q1 2025 Reduced 0.54%
$219B
$490,000 0.18% of portfolio
3,701
Q1 2025 Reduced 0.24%
$79.9B
$498,000 0.18% of portfolio
5,947
Q1 2025 Added 0.51%
$530B
$499,000 0.18% of portfolio
536
Q1 2025 Added 1.32%
$1.05T
$470,000 0.17% of portfolio
1,814
Q1 2025 Reduced 41.99%
$83.6B
$478,000 0.17% of portfolio
3,257
Q1 2025 Reduced 0.49%
$253B
$454,000 0.17% of portfolio
6,203
Q1 2025 Added 0.16%
$138B
$443,000 0.16% of portfolio
3,954
Q3 2024 Added 6.29%
$301B
$427,000 0.16% of portfolio
5,966
Q1 2025 Added 2.21%
$38.5B
$428,000 0.16% of portfolio
2,362
Q1 2025 New
$152B
$437,000 0.16% of portfolio
6,172
Q1 2025 Added 0.41%
$27.1B
$437,000 0.16% of portfolio
12,104
Q4 2024 Reduced 8.16%
$155B
$442,000 0.16% of portfolio
12,002
Q1 2025 Reduced 1.36%
$18.8B
$392,000 0.14% of portfolio
3,297
Q4 2024 Reduced 1.82%
$26.6B
$390,000 0.14% of portfolio
2,225
Q4 2024 Reduced 4.3%
$108B
$358,000 0.13% of portfolio
803
Q4 2024 Added 2.55%
$267B
$350,000 0.13% of portfolio
669
Q1 2025 Reduced 13.0%
$95.4B
$347,000 0.13% of portfolio
15,284
Q1 2025 Reduced 18.29%
$19.9B
$325,000 0.12% of portfolio
6,098
Q1 2025 Added 13.71%
$313B
$322,000 0.12% of portfolio
4,487
Q3 2024 Added 2.68%
$87.4B
$334,000 0.12% of portfolio
2,299
Q3 2024 Reduced 5.43%
$36.9B
$342,000 0.12% of portfolio
2,845
Q4 2024 Reduced 7.81%
$118B
$335,000 0.12% of portfolio
3,191
Q1 2025 Reduced 3.83%
$36.1B
$323,000 0.12% of portfolio
3,263
Q1 2025 Added 17.67%
$32.6B
$300,000 0.11% of portfolio
950
Q4 2021 New
$136B
$304,000 0.11% of portfolio
1,783
Q1 2025 Reduced 0.28%
$1.94B
$308,000 0.11% of portfolio
9,950
Q4 2024 Reduced 7.79%
$1.57B
$302,000 0.11% of portfolio
19,447
Q1 2025 Added 1.57%
$81.7B
$315,000 0.11% of portfolio
1,156
Q3 2024 Reduced 3.83%
$51.1B
$309,000 0.11% of portfolio
1,034
Q2 2023 Added 10.71%
$64.9B
$290,000 0.11% of portfolio
1,225
Q1 2025 Reduced 0.33%

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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