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
$242B
$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%
$313B
$427,000 0.16% of portfolio
5,966
Q1 2025 Added 2.21%
$0
$439,000 0.16% of portfolio
10,882
Q1 2025 New
$37.2B
$428,000 0.16% of portfolio
2,362
Q1 2025 New
$143B
$437,000 0.16% of portfolio
6,172
Q1 2025 Added 0.41%
$24.8B
$437,000 0.16% of portfolio
12,104
Q4 2024 Reduced 8.16%
$157B
$442,000 0.16% of portfolio
12,002
Q1 2025 Reduced 1.36%
$0
$443,000 0.16% of portfolio
7,606
Q1 2025 Reduced 7.87%
$0
$412,000 0.15% of portfolio
17,462
Q2 2024 Added 32.32%
$0
$403,000 0.15% of portfolio
17,119
Q2 2024 Added 33.13%
$17.9B
$392,000 0.14% of portfolio
3,297
Q4 2024 Reduced 1.82%
$25.4B
$390,000 0.14% of portfolio
2,225
Q4 2024 Reduced 4.3%
$0
$373,000 0.14% of portfolio
15,302
Q4 2022 New
$0
$397,000 0.14% of portfolio
17,142
Q2 2024 Added 33.54%
$0
$376,000 0.14% of portfolio
7,382
Q1 2025 Reduced 0.04%
$0
$397,000 0.14% of portfolio
17,465
Q4 2024 Added 99.14%
$125B
$358,000 0.13% of portfolio
803
Q4 2024 Added 2.55%
$284B
$350,000 0.13% of portfolio
669
Q1 2025 Reduced 13.0%
$90.7B
$347,000 0.13% of portfolio
15,284
Q1 2025 Reduced 18.29%
$0
$343,000 0.12% of portfolio
15,972
Q4 2024 Added 200.0%
$19.7B
$325,000 0.12% of portfolio
6,098
Q1 2025 Added 13.71%
$286B
$322,000 0.12% of portfolio
4,487
Q3 2024 Added 2.68%
$81.1B
$334,000 0.12% of portfolio
2,299
Q3 2024 Reduced 5.43%
$32B
$342,000 0.12% of portfolio
2,845
Q4 2024 Reduced 7.81%
$116B
$335,000 0.12% of portfolio
3,191
Q1 2025 Reduced 3.83%
$36.5B
$323,000 0.12% of portfolio
3,263
Q1 2025 Added 17.67%
$0
$314,000 0.11% of portfolio
13,132
Q4 2024 New
$30.1B
$300,000 0.11% of portfolio
950
Q4 2021 New
$129B
$304,000 0.11% of portfolio
1,783
Q1 2025 Reduced 0.28%
$1.85B
$308,000 0.11% of portfolio
9,950
Q4 2024 Reduced 7.79%
$0
$314,000 0.11% of portfolio
6,334
Q4 2024 New
$1.44B
$302,000 0.11% of portfolio
19,447
Q1 2025 Added 1.57%
$76.2B
$315,000 0.11% of portfolio
1,156
Q3 2024 Reduced 3.83%
$53.4B
$309,000 0.11% of portfolio
1,034
Q2 2023 Added 10.71%
$58.6B
$290,000 0.11% of portfolio
1,225
Q1 2025 Reduced 0.33%
$16.9B
$290,000 0.11% of portfolio
5,441
Q1 2025 Added 10.5%
$27.3B
$293,000 0.11% of portfolio
7,482
Q3 2024 Added 1.59%
$74.7B
$266,000 0.1% of portfolio
2,426
Q1 2025 Added 13.47%
$162B
$275,000 0.1% of portfolio
553
Q4 2023 New
$32.3B
$261,000 0.1% of portfolio
4,378
Q1 2025 Added 1.23%
$0
$256,000 0.09% of portfolio
22,150
Q4 2021 New
$5.4B
$236,000 0.09% of portfolio
1,425
Q4 2023 New
$562B
$248,000 0.09% of portfolio
454
Q1 2025 Reduced 4.22%
$92.2B
$259,000 0.09% of portfolio
3,823
Q1 2025 Added 6.52%
$42.6B
$251,000 0.09% of portfolio
5,460
Q1 2025 New
$16.4B
$259,000 0.09% of portfolio
2,962
Q1 2025 Reduced 2.31%
$59.3B
$241,000 0.09% of portfolio
992
Q4 2024 Reduced 0.8%
$68.6B
$248,000 0.09% of portfolio
8,444
Q1 2025 New

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
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