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CIK: 0001914644
Total reported value
$470.0M
$470.0M
174 檔
13.2%
The Q1 2025 SEC filing reveals that Bill Few Associates, Inc. held a total portfolio value of $470.0M, covering 174 public equity positions.
Bill Few Associates, Inc. executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.24% | -0.04% | -0.42% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.37% | -0.36% | +0.20% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.10% | +0.14% | -0.18% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.92% | -0.07% | -0.84% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.60% | -0.15% | -0.10% | |
| 6 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.50% | -0.37% | +0.57% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.21% | +0.23% | -0.49% | |
| 8 | ORCL | Oracle CORP | Stock-Tech | 2.20% | -0.18% | -0.10% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.99% | -0.10% | +1.05% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.97% | -0.09% | +3.76% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 1.96% | -0.59% | +0.21% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.88% | -0.04% | -0.46% | |
| 13 | BX | Blackstone Inc | Stock-Financials | 1.78% | -0.10% | -0.02% | |
| 14 | COR | Cencora Inc | Stock-Healthcare | 1.77% | -0.30% | -0.06% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.71% | -0.24% | +0.22% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.69% | -0.34% | +5.02% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.65% | -0.42% | +0.01% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.60% | -0.02% | -1.67% | |
| 19 | ADP | Automatic Data Processing | Stock-Tech | 1.46% | — | -0.40% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | -0.23% | +0.91% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.37% | +0.11% | -0.16% | |
| 22 | AMT | American Tower CORP | Stock-Real Estate | 1.37% | -0.13% | +4.10% | |
| 23 | CGDV | Cap Group Dividend Value | ETF-Other | 1.30% | +0.08% | +6.38% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.48% | -0.98% | |
| 25 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.27% | +0.26% | -0.63% | |
| 26 | D | Dominion Energy Inc | Stock-Utilities | 1.22% | — | +0.54% | |
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.20% | -0.96% | EXIT | |
| 28 | UGI | Ugi CORP | Stock-Utilities | 1.15% | -0.14% | -2.50% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.10% | +0.06% | +2.29% | |
| 30 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.95% | -0.03% | +0.08% | |
| 31 | CGXU | Cap Group Intl Focus | ETF-Other | 0.93% | +0.03% | +12.29% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.90% | -0.07% | +0.33% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.42% | -0.45% | |
| 34 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 0.84% | -0.13% | -0.20% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 0.84% | +0.03% | +0.99% | |
| 36 | PNC | Pnc Financial Services Group | Stock-Financials | 0.75% | -0.02% | +0.76% | |
| 37 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.75% | — | -0.31% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.75% | +0.06% | +6.63% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | -0.15% | +3.50% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.01% | -0.86% | |
| 41 | CGGO | Cap Group Global Growth | ETF-Other | 0.72% | +0.20% | +6.40% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.71% | — | +13.93% | |
| 43 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.64% | -0.27% | EXIT | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.03% | +2.23% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.64% | +0.04% | -0.10% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.06% | -0.90% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.07% | -1.23% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.09% | -0.98% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.57% | -0.02% | — | |
| 50 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.56% | — | -0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | +0.4% | -0.10% | Trim |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +3.76% | Add |
| 3 | COR | Cencora Inc | +0.4% | -0.06% | Trim |
| 4 | VZ | Verizon Communications Inc | +0.3% | +5.02% | Add |
| 5 | AMT | American Tower CORP | +0.3% | +4.10% | Add |
| 6 | ABT | Abbott Laboratories | +0.3% | +0.22% | Add |
| 7 | CVX | Chevron CORP | +0.2% | +0.01% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +0.21% | Add |
| 9 | IBM | Intl Business Machines CORP | +0.2% | -0.16% | Trim |
| 10 | TDVG | T Rowe Price Dividend Growth | +0.2% | NEW | New buy |
| 11 | UGI | Ugi CORP | +0.2% | -2.50% | Trim |
| 12 | WAB | Wabtec CORP | +0.2% | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | +0.1% | +13.93% | Add |
| 14 | PM | Philip Morris International | +0.1% | +4.19% | Add |
| 15 | BDX | Becton Dickinson And Co | +0.1% | +17.46% | Add |
| 16 | T | At&t Inc | +0.1% | +11.68% | Add |
| 17 | CGXU | Cap Group Intl Focus | +0.1% | +12.29% | Add |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | +6.38% | Add |
| 19 | EXC | Exelon CORP | +0.1% | NEW | New buy |
| 20 | CSX | Csx CORP | +0.1% | NEW | New buy |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | Unchanged |
| 22 | JNJ | Johnson & Johnson | +0.1% | +1.89% | Add |
| 23 | ED | Consolidated Edison Inc | +0.1% | NEW | New buy |
| 24 | ADP | Automatic Data Processing | +0.1% | -0.40% | Trim |
| 25 | WEC | Wec Energy Group Inc | +0.1% | NEW | New buy |
| 26 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.98% | Trim |
| 27 | PNC | Pnc Financial Services Group | -0.1% | +0.76% | Add |
| 28 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -7.81% | Trim |
| 29 | USB | US Bancorp | -0.1% | -0.10% | Trim |
| 30 | AMZN | Amazon.com Inc | -0.1% | +2.23% | Add |
| 31 | RJF | Raymond James Financial Inc | -0.1% | -5.21% | Trim |
| 32 | CRM | Salesforce Inc | -0.1% | EXIT | Sold out |
| 33 | BSMV | Invesco Bulletshares 2031 Mb | -0.1% | EXIT | Sold out |
| 34 | BSMU | Invesco Bulletshares 2030 Mb | -0.1% | EXIT | Sold out |
| 35 | EMR | Emerson Electric Co | -0.1% | EXIT | Sold out |
| 36 | CAG | Conagra Brands Inc | -0.1% | EXIT | Sold out |
| 37 | HD | Home Depot Inc | -0.1% | -0.46% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.1% | +0.33% | Add |
| 39 | ROK | Rockwell Automation Inc | -0.1% | -0.63% | Trim |
| 40 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.90% | Trim |
| 41 | ETN | Eaton Corporation plc | -0.2% | +0.99% | Add |
| 42 | AXP | American Express Co | -0.2% | -1.67% | Trim |
| 43 | PYPL | Paypal Holdings Inc | -0.2% | -0.45% | Trim |
| 44 | TSLA | Tesla Inc | -0.3% | -41.99% | Trim |
| 45 | ORCL | Oracle CORP | -0.4% | -0.10% | Trim |
| 46 | BX | Blackstone Inc | -0.4% | -0.02% | Trim |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -0.49% | Trim |
| 48 | MSFT | Microsoft CORP | -0.6% | +0.20% | Add |
| 49 | AAPL | Apple Inc | -0.8% | -0.42% | Trim |
| 50 | NVDA | Nvidia CORP | -0.9% | -0.18% | 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 Q1 2025.
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 13.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
TDVG
市值: $439.6K
Top Position Liquidated / Trimmed
EMR
前期市值: $236.7K
During Q1 2025, Bill Few Associates, Inc.'s top holdings by market value included AAPL (7.2%)、MSFT (5.4%)、NVDA (4.1%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q1 2025, Bill Few Associates, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 20 holdings, and fully liquidating 5 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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