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CIK: 0001914644
Total reported value
$470.0M
$470.0M
178 檔
14.3%
At the close of Q3 2024, Bill Few Associates, Inc. disclosed equity holdings valued at approximately $470.0M, spread across 178 reported holdings.
In Q3 2024, Bill Few Associates, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 14.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
CARR
市值: $240.7K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $330.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.74% | -0.04% | -0.87% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.18% | -0.36% | -0.26% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.63% | +0.14% | -0.09% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 2.73% | -0.18% | -0.17% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.54% | -0.07% | +0.07% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 2.41% | -0.15% | +0.13% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.38% | -0.37% | +1.77% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.34% | +0.23% | +0.11% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.05% | -0.04% | — | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.98% | -0.10% | +1.76% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 1.98% | -0.10% | -1.15% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 1.93% | -0.59% | +0.25% | |
| 13 | AXP | American Express Co | Stock-Financials | 1.66% | -0.02% | +1.16% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.64% | -0.09% | -0.89% | |
| 15 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.54% | -0.23% | +3.72% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.50% | -0.34% | +1.84% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.46% | -0.24% | +1.92% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.44% | -0.42% | +0.04% | |
| 19 | COR | Cencora Inc | Stock-Healthcare | 1.40% | -0.30% | +2.90% | |
| 20 | AMT | American Tower CORP | Stock-Real Estate | 1.36% | -0.13% | +3.51% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 1.32% | — | +1.27% | |
| 22 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.30% | +0.26% | -1.94% | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.21% | +0.11% | +4.53% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.48% | +4.45% | |
| 25 | D | Dominion Energy Inc | Stock-Utilities | 1.17% | — | +3.12% | |
| 26 | CGDV | Cap Group Dividend Value | ETF-Other | 1.16% | +0.08% | +2.66% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.14% | -0.96% | EXIT | |
| 28 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.11% | -0.03% | -0.94% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.07% | +0.06% | +8.87% | |
| 30 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.03% | -0.13% | +1.19% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.03% | +2.68% | |
| 32 | UGI | Ugi CORP | Stock-Utilities | 0.94% | -0.14% | -4.18% | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.89% | -0.15% | +3.50% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.86% | -0.07% | +4.00% | |
| 35 | CGXU | Cap Group Intl Focus | ETF-Other | 0.80% | +0.03% | +9.75% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.77% | -0.02% | +0.11% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.76% | — | +3.19% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.01% | +20.74% | |
| 39 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.73% | +0.06% | +16.76% | |
| 40 | AMAT | Applied Materials Inc | Stock-Tech | 0.72% | +1.33% | +1.88% | |
| 41 | USB | US Bancorp | Stock-Financials | 0.70% | +0.04% | +2.36% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | — | -7.18% | |
| 43 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.66% | — | +1.40% | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.65% | -0.27% | EXIT | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.65% | +0.06% | +3.14% | |
| 46 | CGGO | Cap Group Global Growth | ETF-Other | 0.61% | +0.20% | +24.95% | |
| 47 | JNP | Juniper Networks Inc | Stock-Other | 0.59% | — | -2.29% | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.03% | +4.36% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.09% | -7.17% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | -0.05% | +0.10% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.3% | -0.17% | Trim |
| 2 | BX | Blackstone Inc | +0.2% | -1.15% | Trim |
| 3 | IBM | Intl Business Machines CORP | +0.2% | +4.53% | Add |
| 4 | RJF | Raymond James Financial Inc | +0.2% | +94.32% | Add |
| 5 | HD | Home Depot Inc | +0.2% | — | Unchanged |
| 6 | AMT | American Tower CORP | +0.2% | +3.51% | Add |
| 7 | ABBV | Abbvie Inc | +0.2% | +0.13% | Add |
| 8 | AXP | American Express Co | +0.2% | +1.16% | Add |
| 9 | PYPL | Paypal Holdings Inc | +0.1% | +1.40% | Add |
| 10 | D | Dominion Energy Inc | +0.1% | +3.12% | Add |
| 11 | SBUX | Starbucks CORP | +0.1% | +3.19% | Add |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +20.74% | Add |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +16.76% | Add |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +37.96% | Add |
| 15 | AAPL | Apple Inc | +0.1% | -0.87% | Trim |
| 16 | ADP | Automatic Data Processing | +0.1% | +1.27% | Add |
| 17 | CGGO | Cap Group Global Growth | +0.1% | +24.95% | Add |
| 18 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +8.87% | Add |
| 20 | ERIE | Erie Indemnity Company-cl A | +0.1% | NEW | New buy |
| 21 | SBSI | Southside Bancshares Inc | +0.1% | NEW | New buy |
| 22 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 23 | AFL | Aflac Inc | +0.1% | NEW | New buy |
| 24 | PNC | Pnc Financial Services Group | +0.1% | +0.11% | Add |
| 25 | ORI | Old Republic Intl CORP | +0.1% | NEW | New buy |
| 26 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 27 | EXC | Exelon CORP | +0.1% | NEW | New buy |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.89% | Trim |
| 29 | ABT | Abbott Laboratories | +0.1% | +1.92% | Add |
| 30 | CGDV | Cap Group Dividend Value | +0.1% | +2.66% | Add |
| 31 | USB | US Bancorp | +0.1% | +2.36% | Add |
| 32 | CGXU | Cap Group Intl Focus | +0.1% | +9.75% | Add |
| 33 | VZ | Verizon Communications Inc | 0% | +1.84% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +4.45% | Add |
| 35 | TJX | Tjx Companies Inc | 0% | +1.77% | Add |
| 36 | KHC | Kraft Heinz Co/the | — | -0.94% | Trim |
| 37 | ETN | Eaton Corporation plc | — | +2.68% | Add |
| 38 | PG | Procter & Gamble Co/the | 0% | +1.76% | Add |
| 39 | PEP | Pepsico Inc | 0% | +3.72% | Add |
| 40 | EW | Edwards Lifesciences CORP | -0.1% | EXIT | Sold out |
| 41 | COIN | Coinbase Global Inc -class A | -0.1% | EXIT | Sold out |
| 42 | JPM | Jpmorgan Chase & Co | -0.1% | +0.07% | Add |
| 43 | INTC | Intel CORP | -0.1% | -8.68% | Trim |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 45 | MRK | Merck & Co. Inc. | -0.1% | -7.90% | Trim |
| 46 | AMAT | Applied Materials Inc | -0.2% | +1.88% | Add |
| 47 | CVX | Chevron CORP | -0.2% | +0.04% | Add |
| 48 | GOOG | Alphabet Inc-cl C | -0.4% | +0.11% | Add |
| 49 | NVDA | Nvidia CORP | -0.5% | -0.09% | Trim |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.26% | Trim |
According to official SEC Form 13F filings, Bill Few Associates, Inc. reported a total U.S. public equity portfolio value of $470.0M across 178 disclosed positions in Q3 2024.
During Q3 2024, Bill Few Associates, Inc.'s top holdings by market value included AAPL (7.7%)、MSFT (6.2%)、NVDA (4.6%). The largest single position, AAPL, represented 7.7% of total portfolio value.
In Q3 2024, Bill Few Associates, Inc. made 49 total portfolio adjustments, initiating 8 new buys, adding to 29 positions, trimming 9 holdings, and fully liquidating 3 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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