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

About Bill Few Associates, Inc.

Investment Activity

Bill Few Associates, Inc. has $279.83 million in total holdings as of March 31, 2025.
Bill Few Associates, Inc. owns shares of 174 different stocks, but just 58 companies or ETFs make up 80% of its holdings.
Approximately 2.10% of the portfolio was purchased this quarter.
About 0.97% of the portfolio was sold this quarter.
This quarter, Bill Few Associates, Inc. has purchased 174 new stocks and bought additional shares in 64 stocks.
Bill Few Associates, Inc. sold shares of 55 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $20,264,502
Microsoft: $15,038,251
NVIDIA: $11,466,712
JPMorgan Chase & Co.: $8,177,161
AbbVie: $7,287,248

Largest New Holdings this Quarter

87283Q404 - T. Rowe Price Dividend Growth ETF: $439,633 Holding
929740108 - Westinghouse Air Brake Technologies: $428,412 Holding
30161N101 - Exelon: $251,597 Holding
126408103 - CSX: $248,507 Holding
209115104 - Consolidated Edison: $222,189 Holding

Largest Purchases this Quarter

T. Rowe Price Dividend Growth ETF: 10,882 shares (about $439.63K)
Westinghouse Air Brake Technologies: 2,362 shares (about $428.41K)
Capital Group International Focus Equity ETF: 11,657 shares (about $285.36K)
Becton, Dickinson and Company: 1,167 shares (about $267.31K)
Exelon: 5,460 shares (about $251.60K)

Largest Sales this Quarter

Tesla: 1,313 shares (about $340.28K)
Apple: 387 shares (about $85.96K)
UGI: 2,500 shares (about $82.68K)
Intel: 3,422 shares (about $77.71K)
American Express: 283 shares (about $76.14K)

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
AAPL Apple	$20,264,502	$85,964 ▼	-0.4%	91,228	7.2%	Computer and Technology
MSFT Microsoft	$15,038,251	$29,281 ▲	0.2%	40,060	5.4%	Computer and Technology
NVDA NVIDIA	$11,466,712	$20,592 ▼	-0.2%	105,801	4.1%	Computer and Technology
JPM JPMorgan Chase & Co.	$8,177,161	$69,421 ▼	-0.8%	33,335	2.9%	Finance
ABBV AbbVie	$7,287,248	$7,124 ▼	-0.1%	34,781	2.6%	Medical
TJX TJX Companies	$6,997,645	$39,829 ▲	0.6%	57,452	2.5%	Retail/Wholesale
GOOG Alphabet	$6,189,001	$30,465 ▼	-0.5%	39,615	2.2%	Computer and Technology
ORCL Oracle	$6,152,433	$6,431 ▼	-0.1%	44,006	2.2%	Computer and Technology
PG Procter & Gamble	$5,554,578	$57,603 ▲	1.0%	32,593	2.0%	Consumer Staples
BRK.B Berkshire Hathaway	$5,514,333	$199,717 ▲	3.8%	10,354	2.0%	Finance
XOM Exxon Mobil	$5,497,254	$11,298 ▲	0.2%	46,223	2.0%	Energy
HD Home Depot	$5,271,350	$24,189 ▼	-0.5%	14,383	1.9%	Retail/Wholesale
BX Blackstone	$4,979,228	$839 ▼	0.0%	35,622	1.8%	Finance
COR Cencora	$4,966,320	$3,059 ▼	-0.1%	17,859	1.8%	Medical
ABT Abbott Laboratories	$4,778,909	$10,612 ▲	0.2%	36,026	1.7%	Medical
VZ Verizon Communications	$4,723,809	$225,712 ▲	5.0%	104,140	1.7%	Computer and Technology
CVX Chevron	$4,629,339	$502 ▲	0.0%	27,673	1.7%	Energy
AXP American Express	$4,480,492	$76,141 ▼	-1.7%	16,653	1.6%	Finance
ADP Automatic Data Processing	$4,091,614	$16,498 ▼	-0.4%	13,392	1.5%	Business Services
PEP PepsiCo	$3,856,623	$34,636 ▲	0.9%	25,721	1.4%	Consumer Staples
IBM International Business Machines	$3,835,668	$6,217 ▼	-0.2%	15,425	1.4%	Computer and Technology
AMT American Tower	$3,822,166	$150,362 ▲	4.1%	17,565	1.4%	Finance
CGDV Capital Group Dividend Value ETF	$3,641,103	$218,403 ▲	6.4%	102,163	1.3%	ETF
VOO Vanguard S&P 500 ETF	$3,623,133	$35,974 ▼	-1.0%	7,050	1.3%	ETF
ROK Rockwell Automation	$3,559,211	$22,738 ▼	-0.6%	13,775	1.3%	Computer and Technology
D Dominion Energy	$3,409,788	$18,167 ▲	0.5%	60,813	1.2%	Utilities
HON Honeywell International	$3,369,253	$65,644 ▲	2.0%	15,911	1.2%	Multi-Sector Conglomerates
UGI UGI	$3,223,904	$82,675 ▼	-2.5%	97,487	1.2%	Utilities
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$3,087,741	$69,144 ▲	2.3%	60,331	1.1%	ETF
KHC Kraft Heinz	$2,662,929	$2,100 ▲	0.1%	87,510	1.0%	Consumer Staples
CGXU Capital Group International Focus Equity ETF	$2,607,542	$285,364 ▲	12.3%	106,517	0.9%	ETF
DIS Walt Disney	$2,527,795	$8,192 ▲	0.3%	25,611	0.9%	Consumer Discretionary
CSCO Cisco Systems	$2,370,210	$10,737 ▼	-0.5%	38,409	0.8%	Computer and Technology
AVY Avery Dennison	$2,362,319	$4,805 ▼	-0.2%	13,274	0.8%	Industrials
ETN Eaton	$2,348,521	$23,105 ▲	1.0%	8,640	0.8%	Industrials
PNC The PNC Financial Services Group	$2,108,954	$15,820 ▲	0.8%	11,998	0.8%	Finance
SBUX Starbucks	$2,103,509	$6,572 ▼	-0.3%	21,445	0.8%	Retail/Wholesale
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,086,637	$129,821 ▲	6.6%	51,193	0.7%	ETF
PFE Pfizer	$2,085,465	$70,522 ▲	3.5%	82,299	0.7%	Medical
SPY SPDR S&P 500 ETF Trust	$2,073,115	$17,901 ▼	-0.9%	3,706	0.7%	Finance
CGGO Capital Group Global Growth Equity ETF	$2,009,957	$120,969 ▲	6.4%	70,948	0.7%	ETF
LLY Eli Lilly and Company	$1,999,528	$244,469 ▲	13.9%	2,421	0.7%	Medical
BDX Becton, Dickinson and Company	$1,798,355	$267,314 ▲	17.5%	7,851	0.6%	Medical
AMZN Amazon.com	$1,793,771	$39,194 ▲	2.2%	9,428	0.6%	Retail/Wholesale
USB U.S. Bancorp	$1,785,586	$1,858 ▼	-0.1%	42,292	0.6%	Finance
GOOGL Alphabet	$1,722,535	$15,619 ▼	-0.9%	11,139	0.6%	Computer and Technology
V Visa	$1,663,889	$20,676 ▼	-1.2%	4,748	0.6%	Business Services
WMT Walmart	$1,622,009	$16,066 ▼	-1.0%	18,476	0.6%	Retail/Wholesale
BRK.A Berkshire Hathaway	$1,596,883		0.0%	2	0.6%	Finance
PYPL PayPal	$1,579,464	$7,112 ▼	-0.4%	24,206	0.6%	Computer and Technology
JNJ Johnson & Johnson	$1,531,501	$28,358 ▲	1.9%	9,235	0.5%	Medical
AMAT Applied Materials	$1,486,418	$172,397 ▲	13.1%	10,243	0.5%	Computer and Technology
SPDW SPDR Portfolio Developed World ex-US ETF	$1,333,808	$38,922 ▼	-2.8%	36,633	0.5%	ETF
RJF Raymond James	$1,263,386	$69,455 ▼	-5.2%	9,095	0.5%	Finance
FNB F.N.B.	$1,241,860		0.0%	92,332	0.4%	Finance
CAPITAL GRP FIXED INCM ETF T	$1,225,857	$19,237 ▲	1.6%	46,646	0.4%	CORE BOND ETF
IWR iShares Russell Mid-Cap ETF	$1,214,629		0.0%	14,278	0.4%	ETF
VTI Vanguard Total Stock Market ETF	$1,205,173	$37,653 ▼	-3.0%	4,385	0.4%	ETF
PM Philip Morris International	$1,185,396	$47,619 ▲	4.2%	7,468	0.4%	Consumer Staples
MRK Merck & Co., Inc.	$1,172,261	$71,179 ▲	6.5%	13,060	0.4%	Medical
SLYV SPDR S&P 600 Small Cap Value ETF	$1,164,268	$86,948 ▲	8.1%	14,850	0.4%	ETF
FIGB Fidelity Investment Grade Bond ETF	$1,154,273	$44,590 ▲	4.0%	26,844	0.4%	ETF
MCD McDonald's	$1,092,718	$34,987 ▼	-3.1%	3,498	0.4%	Retail/Wholesale
MDY SPDR S&P MidCap 400 ETF Trust	$1,060,558		0.0%	1,988	0.4%	ETF
IVV iShares Core S&P 500 ETF	$1,026,591	$12,924 ▼	-1.2%	1,827	0.4%	ETF
CGGR Capital Group Growth ETF	$1,017,602	$166,832 ▲	19.6%	29,711	0.4%	ETF
T AT&T	$994,577	$104,042 ▲	11.7%	35,169	0.4%	Computer and Technology
MDYG SPDR S&P 400 Mid Cap Growth ETF	$977,776	$91,460 ▲	10.3%	12,305	0.3%	ETF
PPG PPG Industries	$945,858	$57,626 ▼	-5.7%	8,650	0.3%	Basic Materials
SPYG SPDR Portfolio S&P 500 Growth ETF	$939,525	$18,003 ▼	-1.9%	11,690	0.3%	ETF
MDYV SPDR S&P 400 Mid Cap Value ETF	$883,995	$28,046 ▲	3.3%	11,473	0.3%	ETF
SYK Stryker	$879,255		0.0%	2,362	0.3%	Medical
MO Altria Group	$822,038	$17,886 ▲	2.2%	13,696	0.3%	Consumer Staples
MMC Marsh & McLennan Companies	$765,034	$5,125 ▼	-0.7%	3,135	0.3%	Finance
WM Waste Management	$758,427		0.0%	3,276	0.3%	Business Services
COST Costco Wholesale	$751,895	$124,843 ▲	19.9%	795	0.3%	Retail/Wholesale
META Meta Platforms	$733,130	$142,361 ▲	24.1%	1,272	0.3%	Computer and Technology
CAT Caterpillar	$717,686	$23,747 ▲	3.4%	2,176	0.3%	Industrials
IWM iShares Russell 2000 ETF	$712,179	$8,977 ▼	-1.2%	3,570	0.3%	Finance
QQQ Invesco QQQ	$709,644	$135,081 ▲	23.5%	1,513	0.3%	Finance
CGUS Capital Group Core Equity ETF	$689,075	$31,663 ▲	4.8%	20,631	0.2%	ETF
JPRE JPMorgan Realty Income ETF	$660,870	$5,784 ▲	0.9%	13,711	0.2%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$625,647	$46,405 ▲	8.0%	10,314	0.2%	ETF
DUK Duke Energy	$615,949		0.0%	5,050	0.2%	Utilities
BMY Bristol-Myers Squibb	$607,581	$1,708 ▼	-0.3%	9,962	0.2%	Medical
KMB Kimberly-Clark	$602,302		0.0%	4,235	0.2%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$587,640	$49,800 ▼	-7.8%	3,540	0.2%	Computer and Technology
JCPI JPMorgan Inflation Managed Bond ETF	$582,180	$53,184 ▼	-8.4%	12,096	0.2%	ETF
SO Southern	$581,492	$45,975 ▲	8.6%	6,324	0.2%	Utilities
HARBOR ETF TRUST	$577,811	$82,051 ▲	16.6%	23,584	0.2%	LONG TERM GROWER
DE Deere & Company	$571,168	$18,773 ▼	-3.2%	1,217	0.2%	Industrials
CCI Crown Castle	$571,076		0.0%	5,479	0.2%	Finance
GE GE Aerospace	$545,008	$39,229 ▼	-6.7%	2,723	0.2%	Industrials
UNP Union Pacific	$530,281	$25,038 ▼	-4.5%	2,245	0.2%	Transportation
VLO Valero Energy	$527,091		0.0%	3,991	0.2%	Energy
AMGN Amgen	$513,781	$2,804 ▼	-0.5%	1,649	0.2%	Medical
NFLX Netflix	$499,836	$6,528 ▲	1.3%	536	0.2%	Consumer Discretionary
SLYG SPDR S&P 600 Small Cap Growth ETF	$498,780	$17,514 ▲	3.6%	6,009	0.2%	ETF
BK Bank of New York Mellon	$498,746	$2,516 ▲	0.5%	5,947	0.2%	Finance
RTX RTX	$490,238	$1,192 ▼	-0.2%	3,701	0.2%	Aerospace

Showing largest 100 holdings. View all holdings.

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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

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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