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

About Bill Few Associates, Inc.

Investment Activity

Bill Few Associates, Inc. has $388.22 million in total holdings as of September 30, 2025.
Bill Few Associates, Inc. owns shares of 201 different stocks, but just 57 companies or ETFs make up 80% of its holdings.
Approximately 3.27% of the portfolio was purchased this quarter.
About 0.98% of the portfolio was sold this quarter.
This quarter, Bill Few Associates, Inc. has purchased 194 new stocks and bought additional shares in 94 stocks.
Bill Few Associates, Inc. sold shares of 62 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

J P MORGAN EXCHANGE TRADED F: $37,770,664
Apple: $22,700,361
Microsoft: $19,793,630
NVIDIA: $16,839,032
Oracle: $12,267,408

Largest New Holdings this Quarter

922020748 - VANGUARD MALVERN FDS: $1,132,397 Holding
88023B103 - TEMPUS AI INC: $278,853 Holding
25434V641 - DIMENSIONAL ETF TRUST: $251,538 Holding
172967424 - Citigroup: $229,096 Holding
11133T103 - Broadridge Financial Solutions: $227,691 Holding

Largest Purchases this Quarter

VANGUARD MALVERN FDS: 14,442 shares (about $1.13M)
J P MORGAN EXCHANGE TRADED F: 20,028 shares (about $1.02M)
Vanguard FTSE Developed Markets ETF: 10,878 shares (about $651.81K)
Capital Group Global Growth Equity ETF: 15,300 shares (about $522.80K)
Dominion Energy: 7,708 shares (about $471.50K)

Largest Sales this Quarter

Apple: 1,011 shares (about $257.43K)
Oracle: 812 shares (about $228.37K)
NVIDIA: 1,217 shares (about $227.07K)
iShares Core S&P 500 ETF: 338 shares (about $226.22K)
Becton, Dickinson and Company: 1,085 shares (about $203.07K)

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	$37,770,664	$1,021,428 ▲	2.8%	740,601	9.7%	MORTGAGE BACKED
AAPL Apple	$22,700,361	$257,432 ▼	-1.1%	89,150	5.8%	Computer and Technology
MSFT Microsoft	$19,793,630	$146,581 ▼	-0.7%	38,215	5.1%	Computer and Technology
NVDA NVIDIA	$16,839,032	$227,068 ▼	-1.3%	90,251	4.3%	Computer and Technology
ORCL Oracle	$12,267,408	$228,367 ▼	-1.8%	43,619	3.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$10,368,028	$8,201 ▲	0.1%	32,870	2.7%	Finance
GOOG Alphabet	$9,917,836	$174,382 ▲	1.8%	40,722	2.6%	Computer and Technology
TJX TJX Companies	$8,090,927	$139,481 ▲	1.8%	55,977	2.1%	Retail/Wholesale
ABBV AbbVie	$7,890,381	$80,807 ▲	1.0%	34,078	2.0%	Medical
BX Blackstone	$6,220,541	$138,048 ▲	2.3%	36,409	1.6%	Finance
HD Home Depot	$5,964,333	$94,003 ▲	1.6%	14,720	1.5%	Retail/Wholesale
COR Cencora	$5,498,715	$135,014 ▲	2.5%	17,594	1.4%	Medical
XOM Exxon Mobil	$5,454,404	$174,876 ▲	3.3%	48,376	1.4%	Energy
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$5,449,931	$168,654 ▲	3.2%	95,295	1.4%	ETF
AXP American Express	$5,409,006	$29,895 ▼	-0.5%	16,284	1.4%	Finance
CGDV Capital Group Dividend Value ETF	$5,363,436	$157,528 ▲	3.0%	127,610	1.4%	ETF
BRK.B Berkshire Hathaway	$5,152,080	$8,547 ▼	-0.2%	10,248	1.3%	Finance
PG Procter & Gamble	$5,116,995	$144,738 ▲	2.9%	33,303	1.3%	Consumer Staples
VZ Verizon Communications	$5,077,165	$447,281 ▲	9.7%	115,521	1.3%	Computer and Technology
IBM International Business Machines	$4,947,114	$176,350 ▲	3.7%	17,533	1.3%	Computer and Technology
ROK Rockwell Automation	$4,900,181	$96,123 ▲	2.0%	14,019	1.3%	Computer and Technology
ABT Abbott Laboratories	$4,794,902	$22,100 ▲	0.5%	35,799	1.2%	Medical
VOO Vanguard S&P 500 ETF	$4,544,880	$309,850 ▲	7.3%	7,422	1.2%	ETF
D Dominion Energy	$4,329,405	$471,496 ▲	12.2%	70,777	1.1%	Utilities
CVX Chevron	$4,302,302	$70,502 ▲	1.7%	27,705	1.1%	Energy
CSCO Cisco Systems	$4,082,832	$216,071 ▲	5.6%	59,673	1.1%	Computer and Technology
AMAT Applied Materials	$3,970,035	$414,795 ▲	11.7%	19,391	1.0%	Computer and Technology
PEP PepsiCo	$3,853,654	$162,207 ▲	4.4%	27,440	1.0%	Consumer Staples
ADP Automatic Data Processing	$3,799,857	$61,927 ▲	1.7%	12,947	1.0%	Computer and Technology
AMT American Tower	$3,647,731	$308,096 ▲	9.2%	18,967	0.9%	Finance
CGGO Capital Group Global Growth Equity ETF	$3,619,218	$522,801 ▲	16.9%	105,918	0.9%	ETF
HON Honeywell International	$3,512,927	$225,663 ▲	6.9%	16,688	0.9%	Multi-Sector Conglomerates
ETN Eaton	$3,362,512	$14,221 ▲	0.4%	8,985	0.9%	Industrials
UGI UGI	$3,113,130	$82,751 ▼	-2.6%	93,600	0.8%	Utilities
DIS Walt Disney	$2,905,336	$27,137 ▼	-0.9%	25,374	0.7%	Consumer Discretionary
GOOGL Alphabet	$2,869,796	$122,036 ▲	4.4%	11,805	0.7%	Computer and Technology
MDYG SPDR S&P 400 Mid Cap Growth ETF	$2,755,796	$37,448 ▲	1.4%	30,098	0.7%	ETF
PNC The PNC Financial Services Group	$2,622,358	$171,395 ▲	7.0%	13,051	0.7%	Finance
SPY SPDR S&P 500 ETF Trust	$2,458,712	$9,992 ▼	-0.4%	3,691	0.6%	Finance
MDYV SPDR S&P 400 Mid Cap Value ETF	$2,433,921	$5,922 ▲	0.2%	29,180	0.6%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,378,596	$135,997 ▲	6.1%	51,351	0.6%	ETF
CGXU Capital Group International Focus Equity ETF	$2,352,863	$48,340 ▼	-2.0%	79,435	0.6%	ETF
CAPITAL GROUP INTERNATIONAL	$2,334,267	$149,481 ▲	6.8%	69,225	0.6%	SHS
AVY Avery Dennison	$2,302,622	$139,140 ▲	6.4%	14,199	0.6%	Industrials
KHC Kraft Heinz	$2,292,459	$260 ▲	0.0%	88,036	0.6%	Consumer Staples
AMZN Amazon.com	$2,138,831	$6,587 ▲	0.3%	9,741	0.6%	Retail/Wholesale
PFE Pfizer	$2,138,686	$8,154 ▼	-0.4%	83,936	0.6%	Medical
USB U.S. Bancorp	$2,104,481	$69,305 ▲	3.4%	43,544	0.5%	Finance
CGGR Capital Group Growth ETF	$2,066,216	$23,058 ▲	1.1%	47,045	0.5%	ETF
WMT Walmart	$1,858,453	$34,318 ▲	1.9%	18,033	0.5%	Retail/Wholesale
SBUX Starbucks	$1,789,815	$38,409 ▼	-2.1%	21,156	0.5%	Retail/Wholesale
LLY Eli Lilly and Company	$1,725,143	$12,971 ▼	-0.7%	2,261	0.4%	Medical
V Visa	$1,688,942	$48,821 ▲	3.0%	4,947	0.4%	Business Services
JNJ Johnson & Johnson	$1,666,619	$17,245 ▼	-1.0%	8,988	0.4%	Medical
PYPL PayPal	$1,630,453	$12,406 ▲	0.8%	24,313	0.4%	Business Services
RJF Raymond James Financial	$1,569,797		0.0%	9,095	0.4%	Finance
SPDW SPDR Portfolio Developed World ex-US ETF	$1,550,838	$36,500 ▲	2.4%	36,243	0.4%	ETF
JGRO JPMorgan Active Growth ETF	$1,538,438	$46,594 ▲	3.1%	16,410	0.4%	ETF
BRK.A Berkshire Hathaway	$1,508,400		0.0%	2	0.4%	Finance
VTI Vanguard Total Stock Market ETF	$1,465,935	$26,910 ▲	1.9%	4,467	0.4%	ETF
FNB F.N.B.	$1,431,948	$64 ▲	0.0%	88,886	0.4%	Finance
IWR iShares Russell Mid-Cap ETF	$1,370,334	$8,207 ▼	-0.6%	14,193	0.4%	ETF
SLYV SPDR S&P 600 Small Cap Value ETF	$1,312,317	$4,787 ▼	-0.4%	14,803	0.3%	ETF
FIGB Fidelity Investment Grade Bond ETF	$1,305,383	$51,852 ▲	4.1%	30,009	0.3%	ETF
BDX Becton, Dickinson and Company	$1,276,627	$203,070 ▼	-13.7%	6,821	0.3%	Medical
CAPITAL GRP FIXED INCM ETF T	$1,267,095	$15,948 ▲	1.3%	47,671	0.3%	CORE BOND ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,233,113	$11,392 ▲	0.9%	11,799	0.3%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$1,209,941	$16,689 ▲	1.4%	2,030	0.3%	ETF
VANGUARD MALVERN FDS	$1,132,397	$1,132,397 ▲	New Holding	14,442	0.3%	CORE BD ETF
MCD McDonald's	$1,121,297	$4,558 ▼	-0.4%	3,690	0.3%	Retail/Wholesale
TDVG T. Rowe Price Dividend Growth ETF	$1,121,288	$42,202 ▲	3.9%	25,507	0.3%	ETF
CAT Caterpillar	$1,097,642	$6,204 ▼	-0.6%	2,300	0.3%	Industrials
MRK Merck & Co., Inc.	$1,085,884	$8,897 ▲	0.8%	12,938	0.3%	Medical
IVV iShares Core S&P 500 ETF	$1,040,762	$226,224 ▼	-17.9%	1,555	0.3%	ETF
CGUS Capital Group Core Equity ETF	$1,032,983	$64,964 ▲	6.7%	26,125	0.3%	ETF
PM Philip Morris International	$1,026,390	$8,759 ▼	-0.8%	6,328	0.3%	Consumer Staples
RBB FUND TRUST	$1,002,959	$147,507 ▲	17.2%	22,676	0.3%	FIRST EAGLE GBL
PPG PPG Industries	$988,856	$58,860 ▲	6.3%	9,408	0.3%	Basic Materials
T AT&T	$940,477	$37,446 ▲	4.1%	33,303	0.2%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$924,384	$143,454 ▲	18.4%	12,952	0.2%	ETF
SYK Stryker	$919,369	$46,209 ▲	5.3%	2,487	0.2%	Medical
MO Altria Group	$902,394	$12,155 ▼	-1.3%	13,660	0.2%	Consumer Staples
QQQ Invesco QQQ	$899,662		0.0%	1,499	0.2%	Finance
VEA Vanguard FTSE Developed Markets ETF	$883,101	$651,810 ▲	281.8%	14,738	0.2%	ETF
TSLA Tesla	$868,983	$2,224 ▼	-0.3%	1,954	0.2%	Auto/Tires/Trucks
TSM Taiwan Semiconductor Manufacturing	$868,313	$13,965 ▼	-1.6%	3,109	0.2%	Computer and Technology
IWM iShares Russell 2000 ETF	$858,716	$5,081 ▼	-0.6%	3,549	0.2%	Finance
GE GE Aerospace	$832,068	$12,033 ▼	-1.4%	2,766	0.2%	Aerospace
META Meta Platforms	$821,797	$56,549 ▼	-6.4%	1,119	0.2%	Computer and Technology
JOHN HANCOCK EXCHANGE TRADED	$774,892	$169,994 ▲	28.1%	22,933	0.2%	DISCIPLINED VAL
MPC Marathon Petroleum	$759,781	$38,548 ▲	5.3%	3,942	0.2%	Energy
WM Waste Management	$744,197		0.0%	3,370	0.2%	Business Services
COST Costco Wholesale	$725,694	$24,992 ▼	-3.3%	784	0.2%	Retail/Wholesale
JPRE JPMorgan Realty Income ETF	$724,222	$22,479 ▲	3.2%	15,110	0.2%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$716,464	$12,920 ▲	1.8%	7,597	0.2%	ETF
VLO Valero Energy	$681,115	$851 ▲	0.1%	4,000	0.2%	Energy
NFLX Netflix	$658,207	$15,586 ▲	2.4%	549	0.2%	Consumer Discretionary
LMT Lockheed Martin	$657,722	$499 ▲	0.1%	1,318	0.2%	Aerospace
HARBOR ETF TRUST	$655,517	$27,764 ▲	4.4%	21,037	0.2%	LONG TERM GROWER
BK Bank of New York Mellon	$646,858		0.0%	5,937	0.2%	Finance

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

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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