Bill Few Associates, Inc. Top Holdings and 13F Report (2025)

About Bill Few Associates, Inc.

Investment Activity

Bill Few Associates, Inc. has $353.24 million in total holdings as of June 30, 2025.
Bill Few Associates, Inc. owns shares of 194 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 16.85% of the portfolio was purchased this quarter.
About 2.18% of the portfolio was sold this quarter.
This quarter, Bill Few Associates, Inc. has purchased 174 new stocks and bought additional shares in 85 stocks.
Bill Few Associates, Inc. sold shares of 49 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

J P MORGAN EXCHANGE TRADED F: $36,165,559
Microsoft: $19,149,086
Apple: $18,498,333
NVIDIA: $14,451,029
Oracle: $9,713,950

Largest New Holdings this Quarter

46654Q575 - J P MORGAN EXCHANGE TRADED F: $36,165,559 Holding
14021M107 - CAPITAL GROUP INTERNATIONAL: $2,132,953 Holding
46654Q609 - JPMorgan Active Growth ETF: $1,369,632 Holding
75526L886 - RBB FUND TRUST: $780,796 Holding
47804J727 - JOHN HANCOCK EXCHANGE TRADED: $572,923 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F: 720,573 shares (about $36.17M)
CAPITAL GROUP INTERNATIONAL: 64,792 shares (about $2.13M)
SPDR Portfolio S&P 400 Mid Cap ETF: 32,015 shares (about $1.74M)
SPDR S&P 400 Mid Cap Growth ETF: 17,384 shares (about $1.51M)
SPDR S&P 400 Mid Cap Value ETF: 17,636 shares (about $1.40M)

Largest Sales this Quarter

NVIDIA: 14,333 shares (about $2.26M)
Microsoft: 1,562 shares (about $776.95K)
Capital Group International Focus Equity ETF: 25,450 shares (about $690.46K)
TJX Companies: 2,440 shares (about $301.31K)
Apple: 1,067 shares (about $218.92K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
J P MORGAN EXCHANGE TRADED F	$36,165,559	$36,165,559 ▲	New Holding	720,573	10.2%	MORTGAGE BACKED
MSFT Microsoft	$19,149,086	$776,946 ▼	-3.9%	38,498	5.4%	Computer and Technology
AAPL Apple	$18,498,333	$218,916 ▼	-1.2%	90,161	5.2%	Computer and Technology
NVDA NVIDIA	$14,451,029	$2,264,471 ▼	-13.5%	91,468	4.1%	Computer and Technology
ORCL Oracle	$9,713,950	$92,918 ▲	1.0%	44,431	2.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$9,521,856	$142,347 ▼	-1.5%	32,844	2.7%	Finance
GOOG Alphabet	$7,096,611	$69,359 ▲	1.0%	40,006	2.0%	Computer and Technology
TJX TJX Companies	$6,793,403	$301,314 ▼	-4.2%	55,012	1.9%	Retail/Wholesale
ABBV AbbVie	$6,260,718	$195,270 ▼	-3.0%	33,729	1.8%	Medical
BX Blackstone	$5,325,206	$3,141 ▼	-0.1%	35,601	1.5%	Finance
HD Home Depot	$5,311,878	$38,497 ▲	0.7%	14,488	1.5%	Retail/Wholesale
AXP American Express	$5,223,087	$88,997 ▼	-1.7%	16,374	1.5%	Finance
PG Procter & Gamble	$5,155,776	$36,962 ▼	-0.7%	32,361	1.5%	Consumer Staples
COR Cencora	$5,146,057	$208,997 ▼	-3.9%	17,162	1.5%	Medical
XOM Exxon Mobil	$5,047,696	$64,895 ▲	1.3%	46,825	1.4%	Energy
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$5,021,753	$1,740,968 ▲	53.1%	92,346	1.4%	ETF
BRK.B Berkshire Hathaway	$4,986,429	$43,234 ▼	-0.9%	10,265	1.4%	Finance
IBM International Business Machines	$4,984,143	$437,159 ▲	9.6%	16,908	1.4%	Computer and Technology
CGDV Capital Group Dividend Value ETF	$4,891,306	$856,893 ▲	21.2%	123,862	1.4%	ETF
ABT Abbott Laboratories	$4,846,637	$53,317 ▼	-1.1%	35,634	1.4%	Medical
ROK Rockwell Automation	$4,565,420	$10,297 ▼	-0.2%	13,744	1.3%	Computer and Technology
VZ Verizon Communications	$4,558,243	$52,097 ▲	1.2%	105,344	1.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$3,928,570	$76,117 ▼	-1.9%	6,916	1.1%	ETF
ADP Automatic Data Processing	$3,927,919	$202,317 ▼	-4.9%	12,736	1.1%	Computer and Technology
CSCO Cisco Systems	$3,921,040	$1,256,204 ▲	47.1%	56,515	1.1%	Computer and Technology
CVX Chevron	$3,902,136	$60,427 ▼	-1.5%	27,251	1.1%	Energy
AMT American Tower	$3,837,946	$44,203 ▼	-1.1%	17,365	1.1%	Finance
HON Honeywell International	$3,636,705	$68,701 ▼	-1.9%	15,616	1.0%	Multi-Sector Conglomerates
D Dominion Energy	$3,564,651	$127,509 ▲	3.7%	63,069	1.0%	Utilities
UGI UGI	$3,499,520	$50,952 ▼	-1.4%	96,088	1.0%	Utilities
PEP PepsiCo	$3,470,626	$74,470 ▲	2.2%	26,285	1.0%	Consumer Staples
ETN Eaton	$3,194,049	$109,598 ▲	3.6%	8,947	0.9%	Industrials
AMAT Applied Materials	$3,179,073	$1,303,850 ▲	69.5%	17,365	0.9%	Computer and Technology
DIS Walt Disney	$3,176,006		0.0%	25,611	0.9%	Consumer Discretionary
CGGO Capital Group Global Growth Equity ETF	$2,897,057	$628,850 ▲	27.7%	90,618	0.8%	ETF
MDYG SPDR S&P 400 Mid Cap Growth ETF	$2,579,106	$1,510,161 ▲	141.3%	29,689	0.7%	ETF
AVY Avery Dennison	$2,340,987	$11,757 ▲	0.5%	13,341	0.7%	Industrials
MDYV SPDR S&P 400 Mid Cap Value ETF	$2,312,104	$1,400,813 ▲	153.7%	29,109	0.7%	ETF
SPY SPDR S&P 500 ETF Trust	$2,290,008		0.0%	3,706	0.6%	Finance
PNC The PNC Financial Services Group	$2,274,020	$37,285 ▲	1.7%	12,198	0.6%	Finance
KHC Kraft Heinz	$2,272,831	$13,323 ▲	0.6%	88,026	0.6%	Consumer Staples
CGXU Capital Group International Focus Equity ETF	$2,199,354	$690,460 ▼	-23.9%	81,067	0.6%	ETF
CAPITAL GROUP INTERNATIONAL	$2,132,953	$2,132,953 ▲	New Holding	64,792	0.6%	SHS
AMZN Amazon.com	$2,130,496	$62,087 ▲	3.0%	9,711	0.6%	Retail/Wholesale
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,062,476	$118,343 ▼	-5.4%	48,415	0.6%	ETF
PFE Pfizer	$2,042,374	$47,438 ▲	2.4%	84,256	0.6%	Medical
GOOGL Alphabet	$1,991,928	$28,902 ▲	1.5%	11,303	0.6%	Computer and Technology
SBUX Starbucks	$1,980,135	$15,119 ▲	0.8%	21,610	0.6%	Retail/Wholesale
USB U.S. Bancorp	$1,905,482	$8,236 ▼	-0.4%	42,110	0.5%	Finance
CGGR Capital Group Growth ETF	$1,891,038	$683,286 ▲	56.6%	46,520	0.5%	ETF
PYPL PayPal	$1,793,218	$5,797 ▼	-0.3%	24,128	0.5%	Business Services
LLY Eli Lilly and Company	$1,775,769	$111,473 ▼	-5.9%	2,278	0.5%	Medical
WMT Walmart	$1,730,724	$75,878 ▼	-4.2%	17,700	0.5%	Retail/Wholesale
V Visa	$1,705,801	$19,884 ▲	1.2%	4,804	0.5%	Business Services
BRK.A Berkshire Hathaway	$1,457,600		0.0%	2	0.4%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$1,432,941	$50,329 ▼	-3.4%	35,390	0.4%	ETF
RJF Raymond James Financial	$1,394,900		0.0%	9,095	0.4%	Finance
JNJ Johnson & Johnson	$1,387,113	$23,523 ▼	-1.7%	9,081	0.4%	Medical
JGRO JPMorgan Active Growth ETF	$1,369,632	$1,369,632 ▲	New Holding	15,913	0.4%	ETF
BDX Becton, Dickinson and Company	$1,361,753	$9,473 ▲	0.7%	7,906	0.4%	Medical
VTI Vanguard Total Stock Market ETF	$1,332,733		0.0%	4,385	0.4%	ETF
IWR iShares Russell Mid-Cap ETF	$1,313,148		0.0%	14,278	0.4%	ETF
FNB F.N.B.	$1,295,893	$50,301 ▼	-3.7%	88,882	0.4%	Finance
FIGB Fidelity Investment Grade Bond ETF	$1,245,174	$85,253 ▲	7.3%	28,817	0.4%	ETF
CAPITAL GRP FIXED INCM ETF T	$1,237,967	$11,177 ▲	0.9%	47,071	0.4%	CORE BOND ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,185,022	$558 ▲	0.0%	14,857	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,175,364	$40,979 ▲	3.6%	1,893	0.3%	ETF
PM Philip Morris International	$1,162,354	$197,793 ▼	-14.5%	6,382	0.3%	Consumer Staples
MDY SPDR S&P MidCap 400 ETF Trust	$1,134,093	$7,931 ▲	0.7%	2,002	0.3%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,114,291		0.0%	11,690	0.3%	ETF
MCD McDonald's	$1,082,435	$60,476 ▲	5.9%	3,705	0.3%	Retail/Wholesale
TDVG T. Rowe Price Dividend Growth ETF	$1,040,302	$579,123 ▲	125.6%	24,547	0.3%	ETF
MRK Merck & Co., Inc.	$1,015,777	$18,048 ▼	-1.7%	12,832	0.3%	Medical
PPG PPG Industries	$1,006,440	$22,522 ▲	2.3%	8,848	0.3%	Basic Materials
SYK Stryker	$934,478		0.0%	2,362	0.3%	Medical
T AT&T	$925,413	$92,376 ▼	-9.1%	31,977	0.3%	Computer and Technology
CGUS Capital Group Core Equity ETF	$904,120	$142,217 ▲	18.7%	24,482	0.3%	ETF
CAT Caterpillar	$897,978	$53,188 ▲	6.3%	2,313	0.3%	Industrials
META Meta Platforms	$882,756	$56,095 ▼	-6.0%	1,196	0.2%	Computer and Technology
QQQ Invesco QQQ	$827,156	$7,725 ▼	-0.9%	1,499	0.2%	Finance
MO Altria Group	$811,677	$8,677 ▲	1.1%	13,844	0.2%	Consumer Staples
COST Costco Wholesale	$802,841	$15,839 ▲	2.0%	811	0.2%	Retail/Wholesale
RBB FUND TRUST	$780,796	$780,796 ▲	New Holding	19,341	0.2%	FIRST EAGLE GBL
WM Waste Management	$771,123	$21,509 ▲	2.9%	3,370	0.2%	Business Services
IWM iShares Russell 2000 ETF	$770,370		0.0%	3,570	0.2%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$735,521	$42,214 ▲	6.1%	10,942	0.2%	ETF
GE GE Aerospace	$722,236	$21,363 ▲	3.0%	2,806	0.2%	Aerospace
NFLX Netflix	$717,774		0.0%	536	0.2%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$715,482	$86,293 ▼	-10.8%	3,159	0.2%	Computer and Technology
DE Deere & Company	$710,836	$92,032 ▲	14.9%	1,398	0.2%	Industrials
JPRE JPMorgan Realty Income ETF	$697,497	$44,305 ▲	6.8%	14,641	0.2%	ETF
MMC Marsh & McLennan Companies	$685,436		0.0%	3,135	0.2%	Finance
SLYG SPDR S&P 600 Small Cap Growth ETF	$662,093	$128,780 ▲	24.1%	7,460	0.2%	ETF
JCPI JPMorgan Inflation Managed Bond ETF	$635,018	$51,386 ▲	8.8%	13,161	0.2%	ETF
TSLA Tesla	$622,296	$46,061 ▲	8.0%	1,959	0.2%	Auto/Tires/Trucks
MPC Marathon Petroleum	$621,584	$239,697 ▲	62.8%	3,742	0.2%	Energy
LMT Lockheed Martin	$609,955	$238,054 ▲	64.0%	1,317	0.2%	Aerospace
KMB Kimberly-Clark	$603,861	$57,885 ▲	10.6%	4,684	0.2%	Consumer Staples
DUK Duke Energy	$602,325	$6,373 ▲	1.1%	5,104	0.2%	Utilities
UNP Union Pacific	$592,456	$75,926 ▲	14.7%	2,575	0.2%	Transportation

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Bill Few Associates, Inc. Top Holdings and 13F Report (2025)

About Bill Few Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Bill Few Associates, Inc. Top Holdings and 13F Report (2025)

About Bill Few Associates, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBill Few Associates, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools