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CIK: 0001914644
Total reported value
$470.0M
$470.0M
174 檔
14.8%
In Q4 2024, Bill Few Associates, Inc.'s U.S. equity holdings reached a combined market value of $470.0M, distributed across 174 disclosed stock positions.
Bill Few Associates, Inc. executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 8 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.07% | -0.04% | -2.17% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.92% | -0.36% | -1.17% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.00% | +0.14% | -1.27% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.83% | -0.07% | -1.09% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.67% | +0.23% | +0.78% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 2.58% | -0.18% | -2.55% | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.43% | -0.37% | +0.15% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.17% | -0.15% | +1.40% | |
| 9 | BX | Blackstone Inc | Stock-Financials | 2.16% | -0.10% | -2.01% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 1.98% | -0.04% | +1.47% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.90% | -0.10% | +0.31% | |
| 12 | AXP | American Express Co | Stock-Financials | 1.77% | -0.02% | -1.51% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.74% | -0.59% | -0.70% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.09% | -0.53% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.43% | -0.24% | -0.51% | |
| 16 | COR | Cencora Inc | Stock-Healthcare | 1.41% | -0.30% | +2.23% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.41% | -0.42% | +0.36% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.39% | -0.34% | +5.71% | |
| 19 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.39% | +0.26% | +1.36% | |
| 20 | ADP | Automatic Data Processing | Stock-Tech | 1.38% | — | +0.10% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.36% | -0.23% | -0.19% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | +0.48% | +10.63% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 1.24% | -0.96% | EXIT | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.19% | +0.11% | +0.49% | |
| 25 | CGDV | Cap Group Dividend Value | ETF-Other | 1.19% | +0.08% | +6.87% | |
| 26 | D | Dominion Energy Inc | Stock-Utilities | 1.15% | — | +6.35% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.13% | +0.06% | +7.25% | |
| 28 | AMT | American Tower CORP | Stock-Real Estate | 1.09% | -0.13% | +2.03% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.00% | -0.07% | +1.44% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 1.00% | +0.03% | +0.53% | |
| 31 | UGI | Ugi CORP | Stock-Utilities | 0.99% | -0.14% | -5.21% | |
| 32 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.94% | -0.03% | -1.75% | |
| 33 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.87% | -0.13% | +0.88% | |
| 34 | CGXU | Cap Group Intl Focus | ETF-Other | 0.82% | +0.03% | +13.52% | |
| 35 | PNC | Pnc Financial Services Group | Stock-Financials | 0.81% | -0.02% | +0.98% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.42% | +146.66% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.01% | +0.03% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.76% | +0.06% | +5.93% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.06% | +2.37% | |
| 40 | PFE | Pfizer Inc | Stock-Healthcare | 0.74% | -0.15% | -8.35% | |
| 41 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.73% | — | +2.10% | |
| 42 | USB | US Bancorp | Stock-Financials | 0.71% | +0.04% | -2.29% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.03% | +4.09% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.69% | — | -2.26% | |
| 45 | CGGO | Cap Group Global Growth | ETF-Other | 0.68% | +0.20% | +17.07% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.09% | -1.94% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.58% | — | -3.85% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.07% | -2.42% | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.53% | -0.27% | EXIT | |
| 50 | RJF | Raymond James Financial Inc | Stock-Financials | 0.52% | -0.04% | -4.95% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems Inc | +0.5% | +146.66% | Add |
| 2 | NVDA | Nvidia CORP | +0.4% | -1.27% | Trim |
| 3 | AAPL | Apple Inc | +0.3% | -2.17% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +0.78% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.3% | -1.09% | Trim |
| 6 | CGCB | Cap Group Core Bond | +0.3% | +161.89% | Add |
| 7 | BX | Blackstone Inc | +0.2% | -2.01% | Trim |
| 8 | TSLA | Tesla Inc | +0.2% | +0.32% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.63% | Add |
| 10 | DIS | Walt Disney Co/the | +0.1% | +1.44% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +4.09% | Add |
| 12 | COP | Conocophillips | +0.1% | NEW | New buy |
| 13 | AXP | American Express Co | +0.1% | -1.51% | Trim |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | NEW | New buy |
| 15 | MMIT | Nyli Mackay Muni Intrm ETF | +0.1% | NEW | New buy |
| 16 | HON | Honeywell International Inc | +0.1% | +0.32% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.37% | Add |
| 18 | ROK | Rockwell Automation Inc | +0.1% | +1.36% | Add |
| 19 | CGGR | Cap Group Growth Equity | +0.1% | +35.26% | Add |
| 20 | WINN | Harbor Long-term Growers ETF | +0.1% | +87.14% | Add |
| 21 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +37.70% | Add |
| 22 | EQT | Eqt CORP | +0.1% | NEW | New buy |
| 23 | RJF | Raymond James Financial Inc | +0.1% | -4.95% | Trim |
| 24 | CGGO | Cap Group Global Growth | +0.1% | +17.07% | Add |
| 25 | PYPL | Paypal Holdings Inc | +0.1% | +2.10% | Add |
| 26 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +30.20% | Add |
| 27 | ADP | Automatic Data Processing | +0.1% | +0.10% | Add |
| 28 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +7.25% | Add |
| 29 | CSX | Csx CORP | -0.1% | EXIT | Sold out |
| 30 | ERIE | Erie Indemnity Company-cl A | -0.1% | EXIT | Sold out |
| 31 | SBSI | Southside Bancshares Inc | -0.1% | EXIT | Sold out |
| 32 | BSMO | Invesco Bulletshares 2024 Mb | -0.1% | EXIT | Sold out |
| 33 | CEG | Constellation Energy | -0.1% | EXIT | Sold out |
| 34 | CARR | Carrier Global CORP | -0.1% | EXIT | Sold out |
| 35 | LLY | Eli Lilly & Co | -0.1% | -3.85% | Trim |
| 36 | DOW | Dow Inc | -0.1% | EXIT | Sold out |
| 37 | VZ | Verizon Communications Inc | -0.1% | +5.71% | Add |
| 38 | BDX | Becton Dickinson And Co | -0.1% | -11.81% | Trim |
| 39 | HYI | Western Asset High Yield Opportunity Fund Inc. | -0.2% | EXIT | Sold out |
| 40 | AVY | Avery Dennison CORP | -0.2% | +0.88% | Add |
| 41 | PFE | Pfizer Inc | -0.2% | -8.35% | Trim |
| 42 | ORCL | Oracle CORP | -0.2% | -2.55% | Trim |
| 43 | KHC | Kraft Heinz Co/the | -0.2% | -1.75% | Trim |
| 44 | PEP | Pepsico Inc | -0.2% | -0.19% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.2% | -0.70% | Trim |
| 46 | AMAT | Applied Materials Inc | -0.2% | -9.86% | Trim |
| 47 | ABBV | Abbvie Inc | -0.2% | +1.40% | Add |
| 48 | MSFT | Microsoft CORP | -0.3% | -1.17% | Trim |
| 49 | AMT | American Tower CORP | -0.3% | +2.03% | Add |
| 50 | JNP | Juniper Networks Inc | -0.5% | -84.92% | 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 174 disclosed positions in Q4 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 AAPL, MSFT, NVDA) accounted for 14.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
COP
市值: $329.0K
Top Position Liquidated / Trimmed
HYI
前期市值: $433.9K
During Q4 2024, Bill Few Associates, Inc.'s top holdings by market value included AAPL (8.1%)、MSFT (5.9%)、NVDA (5.0%). The largest single position, AAPL, represented 8.1% of total portfolio value.
In Q4 2024, Bill Few Associates, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 16 holdings, and fully liquidating 8 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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