Bill Few Associates, Inc. Portfolio Holdings

Bill Few Associates, Inc.

  • $280 Million
  • Q4 2024

Bill Few Associates, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $280 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 $22.9M, Microsoft Corp with a value of $16.9M, Nvidia Corp with a value of $14.2M, Jpmorgan Chase & CO with a value of $8.06M, and Alphabet Inc. with a value of $7.58M.

Examining the 13F form we can see an increase of $1.62M in the current position value, from $279M to 280M.

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

Portfolio value $280 Million
Technology: $70.9 Million
ETFs: $40 Million
Financial Services: $39.6 Million
Healthcare: $24.7 Million
Industrials: $23.4 Million
Consumer Cyclical: $19.7 Million
Communication Services: $18.8 Million
Consumer Defensive: $17.7 Million
Other: $24.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$29.9B
$1.49 Million 0.53% of portfolio
9,595
Q4 2024 Reduced 4.95%
$479B
$1.36 Million 0.49% of portfolio
2
Q4 2021 New
$4.7B
$1.36 Million 0.49% of portfolio
92,332
Q4 2024 Added 1.12%
$434B
$1.31 Million 0.47% of portfolio
9,064
Q4 2024 Reduced 1.79%
$0
$1.31 Million 0.47% of portfolio
4,522
Q3 2023 Reduced 8.57%
$0
$1.29 Million 0.46% of portfolio
37,702
Q4 2024 Added 22.59%
$818B
$1.26 Million 0.45% of portfolio
3,127
Q4 2024 Added 0.32%
$0
$1.26 Million 0.45% of portfolio
14,278
Q3 2024 Added 5.25%
$227B
$1.22 Million 0.44% of portfolio
12,267
Q4 2024 Reduced 1.81%
$0
$1.2 Million 0.43% of portfolio
13,741
Q4 2024 Added 13.69%
$0
$1.13 Million 0.4% of portfolio
1,988
Q3 2024 Added 0.25%
$0
$1.09 Million 0.39% of portfolio
1,850
Q4 2024 Reduced 2.63%
$25.7B
$1.1 Million 0.39% of portfolio
9,177
Q4 2024 Added 2.23%
$0
$1.05 Million 0.37% of portfolio
11,914
Q4 2024 Reduced 2.22%
$230B
$1.05 Million 0.37% of portfolio
3,610
Q4 2024 Reduced 10.44%
$0
$969,000 0.35% of portfolio
11,154
Q4 2024 Added 37.7%
$0
$890,000 0.32% of portfolio
11,109
Q4 2024 Added 30.2%
$246B
$862,000 0.31% of portfolio
7,168
Q4 2024 Reduced 2.57%
$141B
$850,000 0.3% of portfolio
2,362
Q4 2024 Reduced 1.83%
$0
$798,000 0.28% of portfolio
3,615
Q1 2024 Reduced 3.83%
$861B
$758,000 0.27% of portfolio
3,840
Q4 2024 Reduced 1.29%
$174B
$763,000 0.27% of portfolio
2,104
Q4 2024 Reduced 14.54%
$202B
$717,000 0.26% of portfolio
31,490
Q4 2024 Reduced 4.57%
$0
$688,000 0.25% of portfolio
19,683
Q4 2024 Added 10.72%
$108B
$700,000 0.25% of portfolio
13,398
Q4 2024 Added 2.31%
$121B
$670,000 0.24% of portfolio
3,156
Q4 2024 Reduced 0.54%
$95B
$661,000 0.24% of portfolio
3,276
Q4 2024 Reduced 5.75%
$0
$642,000 0.23% of portfolio
13,591
Q4 2024 Reduced 2.04%
$1.3T
$604,000 0.22% of portfolio
1,025
Q3 2024 Added 1.99%
$0
$617,000 0.22% of portfolio
13,201
Q4 2024 Added 22.16%
$0
$626,000 0.22% of portfolio
1,225
Q2 2024 Added 3.11%
$419B
$607,000 0.22% of portfolio
663
Q4 2024 Added 0.45%
$130B
$565,000 0.2% of portfolio
9,990
Q4 2024 Added 1.27%
$0
$548,000 0.2% of portfolio
9,549
Q4 2024 Added 37.69%
$48B
$554,000 0.2% of portfolio
4,235
Q4 2024 Added 4.7%
$0
$523,000 0.19% of portfolio
5,798
Q4 2024 Added 37.52%
$93.9B
$544,000 0.19% of portfolio
5,050
Q4 2024 Reduced 0.49%
$142B
$532,000 0.19% of portfolio
1,257
Q4 2024 Reduced 10.6%
$145B
$536,000 0.19% of portfolio
2,351
Q4 2024 Reduced 1.01%
$0
$514,000 0.18% of portfolio
8,256
Q4 2024 Reduced 20.47%
$0
$515,000 0.18% of portfolio
20,235
Q4 2024 Added 87.14%
$45.1B
$497,000 0.18% of portfolio
5,479
Q4 2024 Reduced 0.4%
$415B
$471,000 0.17% of portfolio
529
Q4 2024 Reduced 1.86%
$50.9B
$489,000 0.17% of portfolio
3,991
Q4 2024 Added 0.18%
$219B
$486,000 0.17% of portfolio
2,919
Q4 2024 Reduced 5.26%
$100B
$479,000 0.17% of portfolio
5,824
Q4 2024 Reduced 0.7%
$162B
$456,000 0.16% of portfolio
12,167
Q4 2024 Reduced 7.36%
$139B
$440,000 0.16% of portfolio
6,147
Q4 2024 Reduced 7.38%
$67.8B
$454,000 0.16% of portfolio
5,917
Q4 2024 Added 75.37%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $280 Million
  • Prior Value $279 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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