Bill Few Associates, Inc. Top Holdings and 13F Report (2025) About Bill Few Associates, Inc.Investment ActivityBill Few Associates, Inc. has $284.46 million in total holdings as of December 31, 2024.Bill Few Associates, Inc. owns shares of 174 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 3.45% of the portfolio was purchased this quarter.About 2.85% of the portfolio was sold this quarter.This quarter, Bill Few Associates, Inc. has purchased 178 new stocks and bought additional shares in 67 stocks.Bill Few Associates, Inc. sold shares of 66 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $22,942,253Microsoft $16,852,467NVIDIA $14,233,531JPMorgan Chase & Co. $8,058,652Alphabet $7,581,416 Largest New Holdings this Quarter ConocoPhillips $329,046 HoldingVanguard Tax-Exempt Bond ETF $317,523 HoldingNYLI MacKay Shields Municipal Intermediate ETF $315,299 HoldingEQT $247,288 HoldingInvesco BulletShares 2028 Corporate Bond ETF $210,962 Holding Largest Purchases this Quarter Cisco Systems 22,941 shares (about $1.36M)CAPITAL GRP FIXED INCM ETF T 28,382 shares (about $731.97K)Vanguard S&P 500 ETF 684 shares (about $368.52K)ConocoPhillips 3,318 shares (about $329.05K)Vanguard Tax-Exempt Bond ETF 6,334 shares (about $317.52K) Largest Sales this Quarter Juniper Networks 36,004 shares (about $1.35M)Apple 2,028 shares (about $507.85K)Becton, Dickinson and Company 895 shares (about $203.05K)Microsoft 473 shares (about $199.37K)Oracle 1,155 shares (about $192.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBill Few Associates, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$22,942,253$507,852 ▼-2.2%91,6158.1%Computer and TechnologyMSFTMicrosoft$16,852,467$199,370 ▼-1.2%39,9825.9%Computer and TechnologyNVDANVIDIA$14,233,531$182,634 ▼-1.3%105,9915.0%Computer and TechnologyJPMJPMorgan Chase & Co.$8,058,652$89,173 ▼-1.1%33,6182.8%FinanceGOOGAlphabet$7,581,416$58,656 ▲0.8%39,8102.7%Computer and TechnologyORCLOracle$7,340,825$192,469 ▼-2.6%44,0522.6%Computer and TechnologyTJXTJX Companies$6,901,226$10,390 ▲0.2%57,1252.4%Retail/WholesaleABBVAbbVie$6,186,686$85,475 ▲1.4%34,8152.2%MedicalBXBlackstone$6,142,938$126,211 ▼-2.0%35,6282.2%FinanceHDHome Depot$5,620,517$81,688 ▲1.5%14,4492.0%Retail/WholesalePGProcter & Gamble$5,407,519$16,933 ▲0.3%32,2551.9%Consumer StaplesAXPAmerican Express$5,026,536$77,167 ▼-1.5%16,9361.8%FinanceXOMExxon Mobil$4,961,963$35,175 ▼-0.7%46,1281.7%Oils/EnergyBRK.BBerkshire Hathaway$4,523,281$24,024 ▼-0.5%9,9791.6%FinanceABTAbbott Laboratories$4,065,852$20,812 ▼-0.5%35,9461.4%MedicalCORCencora$4,014,932$87,623 ▲2.2%17,8701.4%MedicalCVXChevron$4,007,724$14,194 ▲0.4%27,6701.4%Oils/EnergyVZVerizon Communications$3,965,561$214,106 ▲5.7%99,1641.4%Computer and TechnologyROKRockwell Automation$3,961,986$53,158 ▲1.4%13,8631.4%Computer and TechnologyADPAutomatic Data Processing$3,936,025$4,098 ▲0.1%13,4461.4%Business ServicesPEPPepsiCo$3,875,941$7,451 ▼-0.2%25,4901.4%Consumer StaplesVOOVanguard S&P 500 ETF$3,836,073$368,522 ▲10.6%7,1201.3%ETFHONHoneywell International$3,523,999$11,068 ▲0.3%15,6011.2%Multi-Sector ConglomeratesIBMInternational Business Machines$3,396,374$16,487 ▲0.5%15,4501.2%Computer and TechnologyCGDVCapital Group Dividend Value ETF$3,386,208$217,731 ▲6.9%96,0351.2%ETFDDominion Energy$3,257,913$194,649 ▲6.4%60,4891.1%UtilitiesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,225,616$218,049 ▲7.3%58,9801.1%ETFAMTAmerican Tower$3,094,914$61,443 ▲2.0%16,8741.1%FinanceDISWalt Disney$2,842,538$40,420 ▲1.4%25,5281.0%Consumer DiscretionaryETNEaton$2,839,037$14,934 ▲0.5%8,5551.0%Industrial ProductsUGIUGI$2,822,621$155,095 ▼-5.2%99,9871.0%UtilitiesKHCKraft Heinz$2,685,313$47,754 ▼-1.7%87,4410.9%Consumer StaplesAVYAvery Dennison$2,488,990$21,707 ▲0.9%13,3010.9%Industrial ProductsCGXUCapital Group International Focus Equity ETF$2,340,202$278,722 ▲13.5%94,8600.8%ETFPNCThe PNC Financial Services Group$2,296,529$22,178 ▲1.0%11,9080.8%FinanceCSCOCisco Systems$2,284,131$1,358,118 ▲146.7%38,5830.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,190,550$586 ▲0.0%3,7380.8%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,156,519$120,745 ▲5.9%48,0080.8%ETFGOOGLAlphabet$2,127,732$49,218 ▲2.4%11,2400.7%Computer and TechnologyPFEPfizer$2,109,570$192,264 ▼-8.4%79,5160.7%MedicalPYPLPayPal$2,075,285$42,675 ▲2.1%24,3150.7%Computer and TechnologyUSBU.S. Bancorp$2,024,947$47,496 ▼-2.3%42,3360.7%FinanceAMZNAmazon.com$2,023,215$79,419 ▲4.1%9,2220.7%Retail/WholesaleSBUXStarbucks$1,962,970$45,443 ▼-2.3%21,5120.7%Retail/WholesaleCGGOCapital Group Global Growth Equity ETF$1,948,331$284,135 ▲17.1%66,6780.7%ETFWMTWalmart$1,685,886$33,430 ▼-1.9%18,6590.6%Retail/WholesaleLLYEli Lilly and Company$1,640,500$65,620 ▼-3.8%2,1250.6%MedicalVVisa$1,519,219$37,609 ▼-2.4%4,8070.5%Business ServicesBDXBecton, Dickinson and Company$1,516,399$203,049 ▼-11.8%6,6840.5%MedicalRJFRaymond James$1,490,391$77,665 ▼-5.0%9,5950.5%FinanceAMATApplied Materials$1,472,615$161,004 ▼-9.9%9,0550.5%Computer and TechnologyFNBF.N.B.$1,364,661$15,120 ▲1.1%92,3320.5%FinanceBRK.ABerkshire Hathaway$1,361,8400.0%20.5%FinanceJNJJohnson & Johnson$1,310,808$23,862 ▼-1.8%9,0640.5%MedicalVTIVanguard Total Stock Market ETF$1,310,5210.0%4,5220.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,286,769$237,135 ▲22.6%37,7020.5%ETFTSLATesla$1,262,808$4,038 ▲0.3%3,1270.4%Auto/Tires/TrucksIWRiShares Russell Mid-Cap ETF$1,262,1750.0%14,2780.4%ETFMRKMerck & Co., Inc.$1,220,317$22,482 ▼-1.8%12,2670.4%MedicalSLYVSPDR S&P 600 Small CapValue ETF$1,198,908$144,399 ▲13.7%13,7410.4%ETFCAPITAL GRP FIXED INCM ETF T$1,184,122$731,972 ▲161.9%45,9140.4%CORE BOND ETFMDYSPDR S&P MidCap 400 ETF Trust$1,132,3250.0%1,9880.4%ETFPPGPPG Industries$1,096,171$23,890 ▲2.2%9,1770.4%Basic MaterialsFIGBFidelity Investment Grade Bond ETF$1,092,668$173,679 ▲18.9%25,8070.4%ETFIVViShares Core S&P 500 ETF$1,089,058$29,434 ▼-2.6%1,8500.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,047,241$23,733 ▼-2.2%11,9140.4%ETFMCDMcDonald's$1,046,448$122,037 ▼-10.4%3,6100.4%Retail/WholesaleMDYGSPDR S&P 400 Mid CapGrowth ETF$969,147$265,355 ▲37.7%11,1540.3%ETFCGGRCapital Group Growth ETF$923,303$240,676 ▲35.3%24,8400.3%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$890,943$206,676 ▲30.2%11,1090.3%ETFPMPhilip Morris International$862,669$22,746 ▼-2.6%7,1680.3%Consumer StaplesSYKStryker$850,438$15,842 ▼-1.8%2,3620.3%MedicalIWMiShares Russell 2000 ETF$798,7700.0%3,6150.3%FinanceCATCaterpillar$763,292$129,876 ▼-14.5%2,1040.3%Industrial ProductsTSMTaiwan Semiconductor Manufacturing$758,362$9,875 ▼-1.3%3,8400.3%Computer and TechnologyTAT&T$717,021$34,360 ▼-4.6%31,4900.3%Computer and TechnologyMOAltria Group$700,585$15,844 ▲2.3%13,3980.2%Consumer StaplesCGUSCapital Group Core Equity ETF$688,315$66,653 ▲10.7%19,6830.2%ETFMMCMarsh & McLennan Companies$670,366$3,611 ▼-0.5%3,1560.2%FinanceWMWaste Management$661,064$40,358 ▼-5.8%3,2760.2%Business ServicesJPREJPMorgan Realty Income ETF$642,582$13,380 ▼-2.0%13,5910.2%ETFQQQInvesco QQQ$626,4400.0%1,2250.2%FinanceJCPIJPMorgan Inflation Managed Bond ETF$617,807$112,086 ▲22.2%13,2010.2%ETFCOSTCostco Wholesale$607,487$2,749 ▲0.5%6630.2%Retail/WholesaleMETAMeta Platforms$600,1480.0%1,0250.2%Computer and TechnologyBMYBristol-Myers Squibb$565,052$7,070 ▲1.3%9,9900.2%MedicalKMBKimberly-Clark$554,954$24,898 ▲4.7%4,2350.2%Consumer StaplesHARBOR ETF TRUST$550,598$256,374 ▲87.1%20,2350.2%LONG TERM GROWERVEUVanguard FTSE All-World ex-US ETF$548,225$150,074 ▲37.7%9,5490.2%ETFDUKDuke Energy$544,087$2,694 ▼-0.5%5,0500.2%UtilitiesUNPUnion Pacific$536,122$5,473 ▼-1.0%2,3510.2%TransportationDEDeere & Company$532,563$63,128 ▼-10.6%1,2570.2%Industrial ProductsSLYGSPDR S&P 600 Small Cap Growth ETF$523,819$142,925 ▲37.5%5,7980.2%ETFIJHiShares Core S&P Mid-Cap ETF$514,400$132,401 ▼-20.5%8,2560.2%ETFCCICrown Castle$497,274$1,997 ▼-0.4%5,4790.2%FinanceVLOValero Energy$489,257$858 ▲0.2%3,9910.2%Oils/EnergyGEGeneral Electric$486,860$27,020 ▼-5.3%2,9190.2%TransportationSOSouthern$479,432$3,375 ▼-0.7%5,8240.2%UtilitiesNFLXNetflix$471,508$8,913 ▼-1.9%5290.2%Consumer DiscretionaryCMCSAComcast$456,628$36,254 ▼-7.4%12,1670.2%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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