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Bill Few Associates, Inc.13F | |
Bill Few Associates, Inc. | |
Last update 2025-05-12 | 174 Stocks (6 new) |
Value $280.00 Mil | Turnover 2 % |
Bill Few Associates, Inc. Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 91,228 | 20,264.5 | -0.42% | 7.240 | -0.03% | 0.000 | -15.22% | -17.01% | 3,096,495.4 | Hardware | |
MSFT | Microsoft Corp | 40,060 | 15,038.3 | +0.20% | 5.370 | +0.01% | 0.000 | +10.49% | +8.73% | 3,393,254.3 | Software | |
NVDA | NVIDIA Corp | 105,801 | 11,466.7 | -0.18% | 4.100 | -0.01% | 0.000 | -2.95% | +0.62% | 3,295,076.0 | Semiconductors | |
JPM | JPMorgan Chase & Co | 33,335 | 8,177.2 | -0.84% | 2.920 | -0.02% | 0.000 | -3.64% | +12.84% | 743,241.0 | Banks | |
ABBV | AbbVie Inc | 34,781 | 7,287.3 | -0.10% | 2.600 | 0% | 0.000 | -6.20% | +5.15% | 323,984.8 | Drug Manufacturers | |
TJX | TJX Companies Inc | 57,452 | 6,997.6 | +0.57% | 2.500 | +0.01% | 0.010 | +9.14% | +11.84% | 149,911.4 | Retail - Cyclical | |
GOOG | Alphabet Inc | 39,615 | 6,189.0 | -0.49% | 2.210 | -0.01% | 0.000 | -11.20% | -12.74% | 2,005,919.8 | Interactive Media | |
ORCL | Oracle Corp | 44,006 | 6,152.4 | -0.10% | 2.200 | 0% | 0.000 | -10.93% | -2.74% | 451,762.1 | Software | |
PG | Procter & Gamble Co | 32,593 | 5,554.6 | +1.05% | 1.990 | +0.02% | 0.000 | -0.42% | -0.51% | 386,286.7 | Consumer Packaged Goods | |
BRK.B | Berkshire Hathaway Inc | 10,354 | 5,514.3 | +3.76% | 1.970 | +0.07% | 0.000 | +5.54% | +12.64% | 1,101,079.8 | Insurance |
Bill Few Associates, Inc.'s Historical Top Holdings Breakdowns
Bill Few Associates, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
TSLA | Tesla Inc | 2025-03-31 | Reduce | -0.18% | 222.15 ($333.26) 428.22 | $339.99 | 2.02% | Reduce -41.99% | 1,814 | -1,313 | |
TDVG | T. Rowe Price Dividend Growth ETF | 2025-03-31 | New Buy | +0.16% | 39.23 ($40.8) 42.13 | $41.57 | 1.89% | New holding | 10,882 | 10,882 | |
WAB | Westinghouse Air Brake Technologies Corp | 2025-03-31 | New Buy | +0.15% | 175.5 ($191.76) 209.86 | $206.13 | 7.49% | New holding | 2,362 | 2,362 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Add | +0.10% | 222.79 ($232.01) 249.08 | $173.63 | -25.16% | Add 17.46% | 7,851 | 1,167 | |
CGXU | Capital Group International Focus Equity ETF | 2025-03-31 | Add | +0.10% | 24.48 ($25.57) 26.59 | $26.24 | 2.62% | Add 12.29% | 106,517 | 11,657 | |
CSX | CSX Corp | 2025-03-31 | New Buy | +0.09% | 29.11 ($31.76) 33.67 | $31.06 | -2.20% | New holding | 8,444 | 8,444 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add | +0.09% | 725.72 ($832.09) 929.72 | $749.76 | -9.89% | Add 13.93% | 2,421 | 296 | |
EXC | Exelon Corp | 2025-03-31 | New Buy | +0.09% | 37.3 ($41.8) 46.08 | $44.16 | 5.63% | New holding | 5,460 | 5,460 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add | +0.08% | 34.95 ($36.32) 37.36 | $37.12 | 2.20% | Add 6.38% | 102,163 | 6,128 | |
ED | Consolidated Edison Inc | 2025-03-31 | New Buy | +0.08% | 88 ($98.07) 110.59 | $105.08 | 7.15% | New holding | 2,009 | 2,009 |
Bill Few Associates, Inc. Total Holding History ($B)
Bill Few Associates, Inc.'s Asset Allocation
Bill Few Associates, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Bill Few Associates, Inc.'s Hypothetical Growth since 2025-03-31
Bill Few Associates, Inc.'s Yearly Returns
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Bill Few Associates, Inc.'s Holdings Heat Map
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Bill Few Associates, Inc.'s Holdings Bubble Chart
Bill Few Associates, Inc. News
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