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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$409B
$1.53 Million 0.56% of portfolio
9,235
Q1 2025 Added 1.89%
$149B
$1.49 Million 0.54% of portfolio
10,243
Q1 2025 Added 13.12%
$0
$1.33 Million 0.49% of portfolio
36,633
Q1 2025 Reduced 2.84%
$31.6B
$1.26 Million 0.46% of portfolio
9,095
Q1 2025 Reduced 5.21%
$4.95B
$1.24 Million 0.45% of portfolio
92,332
Q4 2024 Added 1.12%
$0
$1.21 Million 0.44% of portfolio
14,278
Q3 2024 Added 5.25%
$0
$1.21 Million 0.44% of portfolio
4,385
Q1 2025 Reduced 3.03%
$278B
$1.19 Million 0.43% of portfolio
7,468
Q1 2025 Added 4.19%
$206B
$1.17 Million 0.43% of portfolio
13,060
Q1 2025 Added 6.46%
$0
$1.16 Million 0.42% of portfolio
14,850
Q1 2025 Added 8.07%
$221B
$1.09 Million 0.4% of portfolio
3,498
Q1 2025 Reduced 3.1%
$0
$1.06 Million 0.39% of portfolio
1,988
Q3 2024 Added 0.25%
$0
$1.03 Million 0.37% of portfolio
1,827
Q1 2025 Reduced 1.24%
$0
$1.02 Million 0.37% of portfolio
29,711
Q1 2025 Added 19.61%
$0
$977,000 0.36% of portfolio
12,305
Q1 2025 Added 10.32%
$203B
$994,000 0.36% of portfolio
35,169
Q1 2025 Added 11.68%
$0
$939,000 0.34% of portfolio
11,690
Q1 2025 Reduced 1.88%
$0
$883,000 0.32% of portfolio
11,473
Q1 2025 Added 3.28%
$146B
$879,000 0.32% of portfolio
2,362
Q4 2024 Reduced 1.83%
$105B
$822,000 0.3% of portfolio
13,696
Q1 2025 Added 2.22%
$108B
$765,000 0.28% of portfolio
3,135
Q1 2025 Reduced 0.67%
$96B
$758,000 0.28% of portfolio
3,276
Q4 2024 Reduced 5.75%
$446B
$751,000 0.27% of portfolio
795
Q1 2025 Added 19.91%
$1.5T
$733,000 0.27% of portfolio
1,272
Q1 2025 Added 24.1%
$189B
$717,000 0.26% of portfolio
2,176
Q1 2025 Added 3.42%
$0
$712,000 0.26% of portfolio
3,570
Q1 2025 Reduced 1.24%
$0
$709,000 0.26% of portfolio
1,513
Q1 2025 Added 23.51%
$0
$689,000 0.25% of portfolio
20,631
Q1 2025 Added 4.82%
$0
$660,000 0.24% of portfolio
13,711
Q1 2025 Added 0.88%
$0
$625,000 0.23% of portfolio
10,314
Q1 2025 Added 8.01%
$89.6B
$615,000 0.22% of portfolio
5,050
Q4 2024 Reduced 0.49%
$44.9B
$602,000 0.22% of portfolio
4,235
Q4 2024 Added 4.7%
$0
$601,000 0.22% of portfolio
23,584
Q1 2025 Added 16.55%
$106B
$607,000 0.22% of portfolio
9,962
Q1 2025 Reduced 0.28%
$0
$582,000 0.21% of portfolio
12,096
Q1 2025 Reduced 8.37%
$97.2B
$581,000 0.21% of portfolio
6,324
Q1 2025 Added 8.59%
$1.1T
$587,000 0.21% of portfolio
3,540
Q1 2025 Reduced 7.81%
$156B
$571,000 0.21% of portfolio
1,217
Q1 2025 Reduced 3.18%
$43.3B
$571,000 0.21% of portfolio
5,479
Q4 2024 Reduced 0.4%
$264B
$545,000 0.2% of portfolio
2,723
Q1 2025 Reduced 6.71%
$50.9B
$527,000 0.19% of portfolio
3,991
Q4 2024 Added 0.18%
$139B
$530,000 0.19% of portfolio
2,245
Q1 2025 Reduced 4.51%
$157B
$513,000 0.19% of portfolio
1,649
Q1 2025 Reduced 0.54%
$0
$498,000 0.18% of portfolio
6,009
Q1 2025 Added 3.64%
$204B
$490,000 0.18% of portfolio
3,701
Q1 2025 Reduced 0.24%
$72.7B
$498,000 0.18% of portfolio
5,947
Q1 2025 Added 0.51%
$536B
$499,000 0.18% of portfolio
536
Q1 2025 Added 1.32%
$1.03T
$470,000 0.17% of portfolio
1,814
Q1 2025 Reduced 41.99%
$80.2B
$478,000 0.17% of portfolio
3,257
Q1 2025 Reduced 0.49%

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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