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CIK: 0001914644
Total reported value
$470.0M
$470.0M
169 檔
12.4%
In Q1 2024, Bill Few Associates, Inc.'s U.S. equity holdings reached a combined market value of $470.0M, distributed across 169 disclosed stock positions.
During Q1 2024, Bill Few Associates, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.90% | -0.36% | +2.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.68% | -0.04% | -0.27% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.65% | +0.14% | +0.09% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.83% | -0.07% | +2.87% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.56% | -0.15% | +1.64% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.50% | +0.23% | +0.86% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.43% | -0.37% | -1.30% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.38% | -0.18% | -0.49% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.23% | -0.04% | -0.64% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.22% | -0.59% | +1.00% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.10% | -0.10% | +0.43% | |
| 12 | BX | Blackstone Inc | Stock-Financials | 2.02% | -0.10% | -0.95% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.78% | -0.42% | +0.53% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.73% | -0.23% | +1.66% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.71% | -0.09% | -0.15% | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.71% | -0.30% | -0.14% | |
| 17 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.66% | +0.26% | +0.87% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.62% | -0.24% | +0.36% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.62% | -0.02% | -1.10% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.54% | -0.34% | +7.54% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.38% | — | +0.56% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.35% | -0.13% | +0.03% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.30% | -0.96% | EXIT | |
| 24 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.20% | -0.13% | -2.64% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.20% | -0.07% | +6.47% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 1.12% | +0.03% | -1.10% | |
| 27 | UGI | Ugi CORP | Stock-Utilities | 1.09% | -0.14% | -2.83% | |
| 28 | GLW | Corning Inc | Stock-Tech | 1.05% | +0.05% | -0.01% | |
| 29 | D | Dominion Energy Inc | Stock-Utilities | 1.03% | — | +8.84% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.93% | -0.15% | +3.21% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.91% | +0.48% | +21.63% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.84% | +0.06% | +13.15% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-Other | 0.83% | +0.08% | +5.84% | |
| 34 | USB | US Bancorp | Stock-Financials | 0.79% | +0.04% | +1.62% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | — | +18.56% | |
| 36 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.79% | — | +0.67% | |
| 37 | PNC | Pnc Financial Services Group | Stock-Financials | 0.77% | -0.02% | +9.02% | |
| 38 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.71% | -0.27% | EXIT | |
| 39 | JNP | Juniper Networks Inc | Stock-Other | 0.66% | — | +0.13% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.01% | -3.07% | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.65% | — | -1.76% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.06% | +8.79% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.03% | +6.24% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.03% | +12.53% | |
| 45 | CGXU | Cap Group Intl Focus | ETF-Other | 0.61% | +0.03% | +30.39% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.05% | +0.44% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.07% | -13.60% | |
| 48 | PPG | Ppg Industries Inc | Stock-Materials | 0.53% | — | — | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.51% | -0.02% | — | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.51% | +0.31% | +7.27% |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $470.0M across 169 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 12.4% of total reported equity market value during Q1 2024.
During Q1 2024, Bill Few Associates, Inc.'s top holdings by market value included MSFT (6.9%)、AAPL (6.7%)、NVDA (4.7%). The largest single position, MSFT, represented 6.9% of total portfolio value.
In Q1 2024, Bill Few Associates, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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