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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71.5B
$467,000 0.17% of portfolio
3,422
Q3 2024 Added 1.75%
$30B
$463,000 0.17% of portfolio
3,086
Q2 2024 Added 2.76%
$16.3B
$469,000 0.17% of portfolio
3,358
Q3 2023 Reduced 0.86%
$26.6B
$445,000 0.16% of portfolio
2,325
Q3 2024 Added 3.56%
$128B
$457,000 0.16% of portfolio
783
Q3 2024 Reduced 1.88%
$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%
$23.9B
$435,000 0.16% of portfolio
13,179
Q3 2024 Reduced 2.94%
$270B
$424,000 0.15% of portfolio
5,903
Q3 2024 Reduced 14.59%
$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%
$192B
$398,000 0.14% of portfolio
3,350
Q2 2024 Added 13.56%
$405B
$382,000 0.14% of portfolio
539
Q2 2024 Added 2.28%
$0
$382,000 0.14% of portfolio
15,302
Q4 2022 New
$216B
$386,000 0.14% of portfolio
5,863
Q3 2024 Added 2.04%
$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
$66.5B
$374,000 0.13% of portfolio
2,299
Q3 2024 Reduced 5.43%
$52.2B
$376,000 0.13% of portfolio
1,034
Q2 2023 Added 10.71%
$72.4B
$349,000 0.13% of portfolio
1,156
Q3 2024 Reduced 3.83%
$1.98B
$321,000 0.12% of portfolio
10,791
Q3 2024 Reduced 17.56%
$116B
$331,000 0.12% of portfolio
3,954
Q3 2024 Added 6.29%
$1.58B
$328,000 0.12% of portfolio
19,147
Q2 2024 Reduced 0.52%
$205B
$342,000 0.12% of portfolio
553
Q4 2023 New
$28.1B
$306,000 0.11% of portfolio
5,606
Q3 2024 Added 23.29%
$0
$296,000 0.11% of portfolio
3,548
Q3 2024 Added 13.97%
$37.8B
$309,000 0.11% of portfolio
4,195
Q3 2024 Added 1.13%
$29.5B
$320,000 0.11% of portfolio
7,482
Q3 2024 Added 1.59%
$16.8B
$306,000 0.11% of portfolio
3,137
Q3 2024 Added 1.92%
$54.2B
$305,000 0.11% of portfolio
1,229
Q2 2024 Added 6.87%
$29.5B
$302,000 0.11% of portfolio
950
Q4 2021 New
$91.7B
$320,000 0.11% of portfolio
2,352
Q3 2024 Added 3.16%
$0
$275,000 0.1% of portfolio
10,813
Q3 2024 Added 0.39%
$27.7B
$275,000 0.1% of portfolio
4,616
Q3 2024 Reduced 0.35%
$81.4B
$282,000 0.1% of portfolio
3,829
Q2 2024 Reduced 9.24%
$106B
$287,000 0.1% of portfolio
1,888
Q3 2024 Reduced 11.28%
$71.8B
$273,000 0.1% of portfolio
1,000
Q3 2024 Added 0.2%
$13B
$266,000 0.1% of portfolio
8,209
Q3 2024 Added 0.72%
$267B
$253,000 0.09% of portfolio
4,487
Q3 2024 Added 2.68%
$5.32B
$250,000 0.09% of portfolio
1,425
Q4 2023 New
$62.7B
$242,000 0.09% of portfolio
3,374
Q3 2024 Reduced 0.3%
$57.3B
$240,000 0.09% of portfolio
2,991
Q3 2024 New
$26.2B
$251,000 0.09% of portfolio
2,305
Q3 2024 Reduced 1.54%
$3.71B
$240,000 0.09% of portfolio
12,583
Q3 2024 Added 2.99%
$38.7B
$249,000 0.09% of portfolio
2,798
Q3 2024 Added 0.54%
$154B
$255,000 0.09% of portfolio
942
Q3 2024 Added 2.73%
$44.7B
$243,000 0.09% of portfolio
2,668
Q1 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
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