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CIK: 0001914644
Total reported value
$470.0M
$470.0M
173 檔
13.9%
During the Q2 2024 filing period, Bill Few Associates, Inc. (CIK: 0001914644) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $470.0M across 173 reported positions.
During Q2 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 | AAPL | Apple Inc | Stock-Tech | 7.64% | -0.04% | -1.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.96% | -0.36% | +0.32% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.10% | +0.14% | +746.98% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.78% | +0.23% | -2.58% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | -0.07% | -2.63% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.45% | -0.18% | -3.19% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.37% | -0.37% | -5.21% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.26% | -0.15% | -1.12% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.05% | -0.59% | -1.55% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.00% | -0.10% | -1.13% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.88% | -0.04% | -0.83% | |
| 12 | BX | Blackstone Inc | Stock-Financials | 1.75% | -0.10% | -2.85% | |
| 13 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.42% | -0.71% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.58% | -0.09% | +0.85% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.56% | -0.23% | +1.09% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.51% | -0.02% | -2.92% | |
| 17 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.47% | +0.26% | -0.43% | |
| 18 | COR | Cencora Inc | Stock-Healthcare | 1.47% | -0.30% | -1.92% | |
| 19 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.46% | -0.34% | +2.07% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.41% | -0.24% | +0.58% | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.26% | -0.96% | EXIT | |
| 22 | ADP | Automatic Data Processing | Stock-Tech | 1.22% | — | -2.33% | |
| 23 | AMT | American Tower CORP | Stock-Real Estate | 1.19% | -0.13% | -4.84% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.48% | +32.20% | |
| 25 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.11% | -0.03% | — | |
| 26 | CGDV | Cap Group Dividend Value | ETF-Other | 1.11% | +0.08% | +39.36% | |
| 27 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.09% | -0.13% | -1.73% | |
| 28 | D | Dominion Energy Inc | Stock-Utilities | 1.04% | — | +7.10% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.03% | -6.55% | |
| 30 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.99% | +0.06% | +30.53% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.98% | +0.11% | +360.38% | |
| 32 | UGI | Ugi CORP | Stock-Utilities | 0.97% | -0.14% | +0.17% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.92% | -0.07% | +0.20% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.90% | -0.15% | +1.48% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.89% | +1.33% | — | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | — | -4.91% | |
| 37 | CGXU | Cap Group Intl Focus | ETF-Other | 0.75% | +0.03% | +30.36% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.06% | +1.04% | |
| 39 | PNC | Pnc Financial Services Group | Stock-Financials | 0.70% | -0.02% | +0.43% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.66% | -0.27% | EXIT | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.01% | — | |
| 42 | USB | US Bancorp | Stock-Financials | 0.65% | +0.04% | -3.25% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.64% | -0.03% | +12.99% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.64% | — | +0.10% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.63% | +0.03% | +0.45% | |
| 46 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.62% | +0.06% | +47.68% | |
| 47 | JNP | Juniper Networks Inc | Stock-Other | 0.61% | — | -1.17% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.09% | +3.42% | |
| 49 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.52% | — | -1.81% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.05% | -0.41% |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $470.0M across 173 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 13.9% of total reported equity market value during Q2 2024.
During Q2 2024, Bill Few Associates, Inc.'s top holdings by market value included AAPL (7.6%)、MSFT (7.0%)、NVDA (5.1%). The largest single position, AAPL, represented 7.6% of total portfolio value.
In Q2 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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