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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.4 Million 1.22% of portfolio
6,436
Q3 2024 Added 4.45%
$0
$3.27 Million 1.17% of portfolio
89,860
Q3 2024 Added 2.66%
$0
$3.01 Million 1.08% of portfolio
54,993
Q3 2024 Added 8.87%
$0
$2.25 Million 0.81% of portfolio
83,562
Q3 2024 Added 9.75%
$0
$2.14 Million 0.77% of portfolio
3,737
Q3 2024 Added 20.74%
$0
$2.06 Million 0.74% of portfolio
45,320
Q3 2024 Added 16.76%
$0
$1.72 Million 0.62% of portfolio
56,954
Q3 2024 Added 24.95%
$0
$1.28 Million 0.46% of portfolio
4,522
Q3 2023 Reduced 8.57%
$0
$1.26 Million 0.45% of portfolio
14,278
Q3 2024 Added 5.25%
$0
$1.16 Million 0.41% of portfolio
30,754
Q3 2024 Added 37.96%
$0
$1.13 Million 0.41% of portfolio
1,988
Q3 2024 Added 0.25%
$0
$1.1 Million 0.39% of portfolio
1,900
Q3 2024 Reduced 8.61%
$0
$1.05 Million 0.38% of portfolio
12,086
Q3 2024 Added 4.61%
$0
$1.01 Million 0.36% of portfolio
12,184
Q3 2024 Added 4.21%
$0
$798,000 0.29% of portfolio
3,615
Q1 2024 Reduced 3.83%
$0
$710,000 0.25% of portfolio
8,100
Q3 2024 Added 26.54%
$0
$677,000 0.24% of portfolio
8,532
Q3 2024 Added 20.39%
$0
$638,000 0.23% of portfolio
18,365
Q3 2024 Added 2.63%
$0
$646,000 0.23% of portfolio
10,381
Q3 2024 Added 0.05%
$0
$609,000 0.22% of portfolio
17,777
Q3 2024 Reduced 0.25%
$0
$597,000 0.21% of portfolio
1,225
Q2 2024 Added 3.11%
$0
$518,000 0.19% of portfolio
10,806
Q3 2024 Reduced 12.49%
$0
$436,000 0.16% of portfolio
6,935
Q3 2024 Added 0.06%
$0
$433,000 0.16% of portfolio
20,885
Q3 2024 Reduced 3.21%
$0
$414,000 0.15% of portfolio
17,462
Q2 2024 Added 32.32%
$0
$405,000 0.15% of portfolio
17,119
Q2 2024 Added 33.13%
$0
$426,000 0.15% of portfolio
6,573
Q1 2024 Reduced 16.87%
$0
$392,000 0.14% of portfolio
4,216
Q3 2024 Added 71.87%
$0
$382,000 0.14% of portfolio
15,302
Q4 2022 New
$0
$404,000 0.14% of portfolio
17,142
Q2 2024 Added 33.54%
$0
$370,000 0.13% of portfolio
7,011
Q3 2024 Added 10.15%
$0
$354,000 0.13% of portfolio
5,324
Q4 2022 New
$0
$296,000 0.11% of portfolio
3,548
Q3 2024 Added 13.97%
$0
$275,000 0.1% of portfolio
10,813
Q3 2024 Added 0.39%
$0
$215,000 0.08% of portfolio
8,813
Q2 2022 New
$0
$219,000 0.08% of portfolio
8,838
Q2 2022 New
$0
$203,000 0.07% of portfolio
3,860
Q3 2024 Reduced 20.58%
$0
$204,000 0.07% of portfolio
9,240
Q2 2024 New
$0
$204,000 0.07% of portfolio
9,605
Q2 2024 New
$0
$204,000 0.07% of portfolio
8,770
Q2 2024 New

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
Track This Portfolio

Track Bill Few Associates, Inc. Portfolio

Follow Bill Few Associates, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bill Few Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bill Few Associates, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email