Bill Few Associates, Inc. Top Holdings and 13F Report (2024) About Bill Few Associates, Inc.Investment ActivityBill Few Associates, Inc. has $281.78 million in total holdings as of September 30, 2024.Bill Few Associates, Inc. owns shares of 178 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 2.57% of the portfolio was purchased this quarter.About 0.96% of the portfolio was sold this quarter.This quarter, Bill Few Associates, Inc. has purchased 173 new stocks and bought additional shares in 79 stocks.Bill Few Associates, Inc. sold shares of 42 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $21,818,761Microsoft $17,407,706NVIDIA $13,036,705Oracle $7,703,273JPMorgan Chase & Co. $7,167,203 Largest New Holdings this Quarter Carrier Global $240,746 HoldingErie Indemnity $232,123 HoldingSouthside Bancshares $222,243 HoldingChubb $220,330 HoldingAflac $218,010 Holding Largest Purchases this Quarter Raymond James 4,900 shares (about $600.05K)SPDR S&P 500 ETF Trust 642 shares (about $368.38K)Capital Group Global Growth Equity ETF 11,373 shares (about $342.90K)SPDR Portfolio Developed World ex-US ETF 8,462 shares (about $317.83K)SPDR Portfolio S&P 600 Small Cap ETF 6,506 shares (about $296.09K) Largest Sales this Quarter Apple 825 shares (about $192.22K)Eli Lilly and Company 171 shares (about $151.50K)Merck & Co., Inc. 1,072 shares (about $121.74K)Walmart 1,470 shares (about $118.71K)UGI 4,598 shares (about $115.04K) 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$21,818,761$192,224 ▼-0.9%93,6437.7%Computer and TechnologyMSFTMicrosoft$17,407,706$45,612 ▼-0.3%40,4556.2%Computer and TechnologyNVDANVIDIA$13,036,705$11,780 ▼-0.1%107,3514.6%Computer and TechnologyORCLOracle$7,703,273$12,780 ▼-0.2%45,2072.7%Computer and TechnologyJPMJPMorgan Chase & Co.$7,167,203$5,272 ▲0.1%33,9902.5%FinanceABBVAbbVie$6,780,345$8,492 ▲0.1%34,3342.4%MedicalTJXTJX Companies$6,704,402$116,365 ▲1.8%57,0392.4%Retail/WholesaleGOOGAlphabet$6,604,339$7,524 ▲0.1%39,5022.3%Computer and TechnologyHDHome Depot$5,769,6430.0%14,2392.0%Retail/WholesalePGProcter & Gamble$5,568,987$96,298 ▲1.8%32,1542.0%Consumer StaplesBXBlackstone$5,567,883$64,775 ▼-1.1%36,3602.0%FinanceXOMExxon Mobil$5,445,440$13,597 ▲0.3%46,4551.9%Oils/EnergyAXPAmerican Express$4,663,647$53,699 ▲1.2%17,1961.7%FinanceBRK.BBerkshire Hathaway$4,617,328$41,423 ▼-0.9%10,0321.6%FinancePEPPepsiCo$4,342,830$155,933 ▲3.7%25,5391.5%Consumer StaplesVZVerizon Communications$4,213,009$76,078 ▲1.8%93,8101.5%Computer and TechnologyABTAbbott Laboratories$4,119,126$77,754 ▲1.9%36,1301.5%MedicalCVXChevron$4,060,569$1,620 ▲0.0%27,5721.4%Oils/EnergyCORCencora$3,934,499$110,742 ▲2.9%17,4801.4%MedicalAMTAmerican Tower$3,846,312$130,466 ▲3.5%16,5391.4%FinanceADPAutomatic Data Processing$3,716,945$46,766 ▲1.3%13,4321.3%Business ServicesROKRockwell Automation$3,671,766$72,485 ▼-1.9%13,6771.3%Computer and TechnologyIBMInternational Business Machines$3,399,105$147,239 ▲4.5%15,3751.2%Computer and TechnologyVOOVanguard S&P 500 ETF$3,396,319$144,592 ▲4.4%6,4361.2%ETFDDominion Energy$3,286,780$99,514 ▲3.1%56,8751.2%UtilitiesCGDVCapital Group Dividend Value ETF$3,274,514$84,760 ▲2.7%89,8601.2%ETFHONHoneywell International$3,214,808$27,906 ▲0.9%15,5521.1%Multi-Sector ConglomeratesKHCKraft Heinz$3,124,650$29,633 ▼-0.9%88,9961.1%Consumer StaplesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,007,017$245,076 ▲8.9%54,9931.1%ETFAVYAvery Dennison$2,910,809$34,219 ▲1.2%13,1851.0%Industrial ProductsETNEaton$2,820,444$73,577 ▲2.7%8,5101.0%Industrial ProductsUGIUGI$2,639,130$115,042 ▼-4.2%105,4810.9%UtilitiesPFEPfizer$2,510,920$84,823 ▲3.5%86,7630.9%MedicalDISWalt Disney$2,420,618$93,208 ▲4.0%25,1650.9%Consumer DiscretionaryCGXUCapital Group International Focus Equity ETF$2,253,658$200,144 ▲9.7%83,5620.8%ETFPNCThe PNC Financial Services Group$2,180,005$2,403 ▲0.1%11,7930.8%FinanceSBUXStarbucks$2,145,755$66,293 ▲3.2%22,0100.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,144,292$368,380 ▲20.7%3,7370.8%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,062,513$296,088 ▲16.8%45,3200.7%ETFAMATApplied Materials$2,029,592$37,379 ▲1.9%10,0450.7%Computer and TechnologyUSBU.S. Bancorp$1,981,441$45,593 ▲2.4%43,3290.7%FinanceLLYEli Lilly and Company$1,957,927$151,496 ▼-7.2%2,2100.7%MedicalPYPLPayPal$1,858,284$25,672 ▲1.4%23,8150.7%Computer and TechnologyBDXBecton, Dickinson and Company$1,827,297$45,809 ▲2.6%7,5790.6%MedicalGOOGLAlphabet$1,821,033$55,394 ▲3.1%10,9800.6%Computer and TechnologyCGGOCapital Group Global Growth Equity ETF$1,717,163$342,896 ▲25.0%56,9540.6%ETFJNPRJuniper Networks$1,652,765$38,707 ▼-2.3%42,4000.6%Computer and TechnologyAMZNAmazon.com$1,650,884$68,942 ▲4.4%8,8600.6%Retail/WholesaleWMTWalmart$1,536,632$118,706 ▼-7.2%19,0290.5%Retail/WholesaleJNJJohnson & Johnson$1,495,621$1,459 ▲0.1%9,2290.5%MedicalMRKMerck & Co., Inc.$1,418,700$121,736 ▼-7.9%12,4930.5%MedicalBRK.ABerkshire Hathaway$1,382,3600.0%20.5%FinanceVVisa$1,354,480$98,713 ▲7.9%4,9260.5%Business ServicesFNBF.N.B.$1,288,364$8,226 ▼-0.6%91,3090.5%FinanceVTIVanguard Total Stock Market ETF$1,280,4500.0%4,5220.5%ETFIWRiShares Russell Mid-Cap ETF$1,258,463$62,756 ▲5.2%14,2780.4%ETFRJFRaymond James$1,236,234$600,054 ▲94.3%10,0950.4%FinanceMCDMcDonald's$1,227,4220.0%4,0310.4%Retail/WholesalePPGPPG Industries$1,189,0700.0%8,9770.4%Basic MaterialsSPDWSPDR Portfolio Developed World ex-US ETF$1,155,120$317,833 ▲38.0%30,7540.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,132,484$2,848 ▲0.3%1,9880.4%ETFIVViShares Core S&P 500 ETF$1,095,958$103,251 ▼-8.6%1,9000.4%ETFSLYVSPDR S&P 600 Small CapValue ETF$1,049,312$46,275 ▲4.6%12,0860.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,010,541$40,806 ▲4.2%12,1840.4%ETFCATCaterpillar$962,889$10,951 ▼-1.1%2,4620.3%Industrial ProductsFIGBFidelity Investment Grade Bond ETF$956,322$17,316 ▲1.8%21,7050.3%ETFPMPhilip Morris International$893,1400.0%7,3570.3%Consumer StaplesSYKStryker$869,192$18,063 ▼-2.0%2,4060.3%MedicalCSCOCisco Systems$832,478$3,300 ▲0.4%15,6420.3%Computer and TechnologyTSLATesla$815,501$65,408 ▼-7.4%3,1170.3%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$798,5170.0%3,6150.3%FinanceTAT&T$725,988$3,674 ▼-0.5%32,9990.3%Computer and TechnologyWMWaste Management$721,6180.0%3,4760.3%Business ServicesMDYGSPDR S&P 400 Mid CapGrowth ETF$710,670$149,065 ▲26.5%8,1000.3%ETFMMCMarsh & McLennan Companies$707,8650.0%3,1730.3%FinanceJPREJPMorgan Realty Income ETF$706,7420.0%13,8740.3%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$677,963$114,821 ▲20.4%8,5320.2%ETFTSMTaiwan Semiconductor Manufacturing$675,576$17,367 ▲2.6%3,8900.2%Computer and TechnologyMOAltria Group$668,391$5,002 ▼-0.7%13,0950.2%Consumer StaplesCCICrown Castle$652,584$23,726 ▲3.8%5,5010.2%FinanceIJHiShares Core S&P Mid-Cap ETF$646,913$312 ▲0.0%10,3810.2%ETFCGGRCapital Group Growth ETF$638,918$16,351 ▲2.6%18,3650.2%ETFCGUSCapital Group Core Equity ETF$609,396$1,543 ▼-0.3%17,7770.2%ETFQQQInvesco QQQ$597,9730.0%1,2250.2%FinanceUNHUnitedHealth Group$595,789$29,234 ▲5.2%1,0190.2%MedicalMETAMeta Platforms$586,751$11,449 ▲2.0%1,0250.2%Computer and TechnologyDEDeere & Company$586,738$15,440 ▼-2.6%1,4060.2%Industrial ProductsUNPUnion Pacific$585,3900.0%2,3750.2%TransportationDUKDuke Energy$585,1480.0%5,0750.2%UtilitiesCOSTCostco Wholesale$585,103$39,893 ▼-6.4%6600.2%Retail/WholesaleINTCIntel$582,392$55,389 ▼-8.7%24,8250.2%Computer and TechnologyGEGeneral Electric$581,015$5,280 ▲0.9%3,0810.2%TransportationKMBKimberly-Clark$575,5230.0%4,0450.2%Consumer StaplesNEENextEra Energy$560,987$9,213 ▼-1.6%6,6370.2%UtilitiesCMCSAComcast$548,546$18,002 ▲3.4%13,1330.2%Consumer DiscretionaryVLOValero Energy$537,9600.0%3,9840.2%Oils/EnergyAMGNAmgen$530,3580.0%1,6460.2%MedicalSOSouthern$528,906$13,617 ▲2.6%5,8650.2%UtilitiesJCPIJPMorgan Inflation Managed Bond ETF$518,796$74,031 ▼-12.5%10,8060.2%ETFBMYBristol-Myers Squibb$510,394$8,278 ▲1.6%9,8650.2%MedicalShowing 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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