Bill Few Associates, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Bill Few Associates, Inc. reported 169 stock positions worth $246.5 million. Its top holding was Microsoft (MSFT) at 6.9% of the portfolio, followed by Apple (AAPL, 6.7%) and Nvidia (NVDA, 4.6%). Compared with Q4 2023, it opened 16 new positions, sold out of 3, added to 81 and reduced 40. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001914644
- Portfolio Value
- $246.5M (Q1 2024)
- SEC Filing
- 0001172661-24-001885 ↗ filed Apr 18, 2024
Holdings Value
Holdings 169 stocks · $246.5M
| MSFT Microsoft Corp. | 6.90% | 40,432 | $17.0M | Add +2.1% |
| AAPL Apple Inc. | 6.68% | 95,988 | $16.5M | Reduce -0.3% |
| NVDA Nvidia Corp. | 4.65% | 12,686 | $11.5M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 2.83% | 34,883 | $7.0M | Add +2.9% |
| ABBV Abbvie Inc. | 2.56% | 34,681 | $6.3M | Add +1.6% |
| GOOG Alphabet Inc. Class C | 2.50% | 40,501 | $6.2M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.43% | 59,129 | $6.0M | Reduce -1.3% |
| ORCL Oracle Corp. | 2.38% | 46,772 | $5.9M | Reduce -0.5% |
| HD Home Depot Inc. | 2.23% | 14,358 | $5.5M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 2.22% | 47,067 | $5.5M | Add +1.0% |
| PG The Procter & Gamble Co. | 2.10% | 31,958 | $5.2M | Add +0.4% |
| BX Blackstone Inc. | 2.02% | 37,861 | $5.0M | Reduce -0.9% |
| CVX Chevron Corp. | 1.78% | 27,758 | $4.4M | Add +0.5% |
| PEP Pepsico Inc. | 1.73% | 24,356 | $4.3M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.71% | 10,037 | $4.2M | Reduce -0.1% |
| COR Cencora Inc. | 1.71% | 17,320 | $4.2M | Reduce -0.1% |
| ROK Rockwell Automation Inc. | 1.66% | 14,007 | $4.1M | Add +0.9% |
| ABT Abbott Laboratories | 1.63% | 35,245 | $4.0M | Add +0.4% |
| AXP American Express Co. | 1.62% | 17,510 | $4.0M | Reduce -1.1% |
| VZ Verizon Communications Inc. | 1.54% | 90,245 | $3.8M | Add +7.5% |
| ADP Automatic Data Processing | 1.38% | 13,579 | $3.4M | Add +0.6% |
| AMT American Tower Corp. | 1.35% | 16,790 | $3.3M | Add +0.0% |
| HON Honeywell International Inc. | 1.30% | 15,659 | $3.2M | Reduce -0.2% |
| AVY Avery Dennison Corp. | 1.20% | 13,260 | $3.0M | Reduce -2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.20% | 24,148 | $3.0M | Add +6.5% |
| ETN Eaton Corp. PLC | 1.12% | 8,869 | $2.8M | Reduce -1.1% |
| UGI Ugi Corp. | 1.09% | 109,889 | $2.7M | Reduce -2.8% |
| GLW Corning Inc. | 1.05% | 78,817 | $2.6M | Reduce -0.0% |
| D Dominion Energy Inc. | 1.03% | 51,496 | $2.5M | Add +8.8% |
| PFE Pfizer Inc. | 0.93% | 82,608 | $2.3M | Add +3.2% |
| VOO Vanguard S&P 500 ETF | 0.91% | 4,661 | $2.2M | Add +21.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.84% | 38,697 | $2.1M | Add +13.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.83% | 62,810 | $2.0M | Add +5.8% |
| USB US Bancorp | 0.79% | 43,754 | $2.0M | Add +1.6% |
| LLY Eli Lilly & Co. | 0.79% | 2,504 | $1.9M | Add +18.6% |
| SBUX Starbucks Corp. | 0.79% | 21,308 | $1.9M | Add +0.7% |
| PNC PNC Financial Services Group | 0.77% | 11,729 | $1.9M | Add +9.0% |
| BDX Becton Dickinson and Co. | 0.71% | 7,104 | $1.8M | Add +1.3% |
| JNPR Juniper Networks Inc. | 0.66% | 43,905 | $1.6M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 3,095 | $1.6M | Reduce -3.1% |
| PYPL PayPal Holdings Inc. | 0.65% | 23,919 | $1.6M | Reduce -1.8% |
| GOOGL Alphabet Inc. Class A | 0.65% | 10,536 | $1.6M | Add +8.8% |
| MRK Merck & Co. Inc. | 0.64% | 12,006 | $1.6M | Add +6.2% |
| AMZN Amazon.com Inc. | 0.62% | 8,452 | $1.5M | Add +12.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.61% | 58,406 | $1.5M | Add +30.4% |
| JNJ Johnson & Johnson | 0.59% | 9,258 | $1.5M | Add +0.4% |
| V Visa Inc. Class A | 0.53% | 4,703 | $1.3M | Reduce -13.6% |
| PPG PPG Industries Inc. | 0.53% | 8,944 | $1.3M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.51% | 2 | $1.3M | No change |
| INTC Intel Corp. | 0.51% | 28,582 | $1.3M | Add +7.3% |
| JCPI JP Morgan Inflation MGD Bond | 0.50% | 26,080 | $1.2M | Reduce -2.4% |
| WMT Walmart Inc. | 0.48% | 19,822 | $1.2M | Add +13.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 4,522 | $1.2M | No change |
| FNB FNB Corp. | 0.47% | 81,646 | $1.2M | Add +2.9% |
| IWR iShares Russell Mid-Cap ETF | 0.46% | 13,566 | $1.1M | Reduce -1.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.46% | 26,282 | $1.1M | Add +11.2% |
| MCD McDonald's Corp. | 0.45% | 4,017 | $1.1M | No change |
| MDY State Street SPDR S&P Midcap | 0.45% | 1,983 | $1.1M | Add +0.7% |
| CAT Caterpillar Inc. | 0.41% | 2,759 | $1.0M | Add +8.3% |
| IVV iShares Core S&P 500 ETF | 0.41% | 1,912 | $1.0M | Reduce -4.7% |
| T AT&T Inc. | 0.38% | 53,369 | $939K | Add +90.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.38% | 11,203 | $930K | Add +1.7% |
| SYK Stryker Corp. | 0.35% | 2,428 | $869K | Reduce -11.0% |
| MO Altria Group Inc. | 0.32% | 18,227 | $795K | Add +39.0% |
| CSCO Cisco Systems Inc. | 0.32% | 15,707 | $784K | Add +4.1% |
| IWM iShares Russell 2000 ETF | 0.31% | 3,615 | $760K | Reduce -3.8% |
| WM Waste Management Inc. | 0.30% | 3,476 | $741K | Add +31.3% |
| RJF Raymond James Financial Inc. | 0.28% | 5,445 | $699K | No change |
| PM Philip Morris International | 0.28% | 7,505 | $688K | Reduce -5.7% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 11,303 | $687K | Reduce -2.2% |
| VLO Valero Energy Corp. | 0.27% | 3,873 | $661K | No change |
| MRSH Marsh & McLennan Cos | 0.26% | 3,150 | $649K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 3,195 | $610K | Add +4.6% |
| JPRE JPMorgan Realty Income ETF | 0.24% | 13,744 | $603K | Add +5.9% |
| NUE Nucor Corp. | 0.24% | 3,003 | $594K | Add +1.4% |
| DE Deere & Co. | 0.24% | 1,428 | $587K | Add +11.1% |
| UNP Union Pacific Corp. | 0.23% | 2,334 | $574K | Add +0.4% |
| CCI Crown Castle Inc. | 0.23% | 5,310 | $562K | Reduce -5.0% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.22% | 17,442 | $543K | Add +5.3% |
| CMCSA Comcast Corp. Class A | 0.21% | 12,217 | $530K | Reduce -3.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,188 | $527K | Add +2.2% |
| COST Costco Wholesale Corp. | 0.21% | 717 | $525K | Reduce -1.4% |
| KMB Kimberly-Clark Corp. | 0.21% | 4,045 | $523K | Add +6.6% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 9,604 | $521K | Add +4.9% |
| GPC Genuine Parts Co. | 0.21% | 3,358 | $520K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 3,790 | $516K | Add +5.6% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.21% | 5,871 | $512K | Add +0.5% |
| UNH Unitedhealth Group Inc. | 0.20% | 1,019 | $504K | Reduce -2.6% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 6,551 | $498K | Add +0.0% |
| CGGR Cap Group Growth Equity | 0.20% | 15,540 | $497K | Add +5.5% |
| DUK Duke Energy Corp. | 0.20% | 5,081 | $491K | Add +28.9% |
| MPC Marathon Petroleum Corp. | 0.20% | 2,431 | $490K | Add +26.0% |
| BA The Boeing Co. | 0.19% | 2,478 | $478K | Reduce -11.6% |
| AMGN Amgen Inc. | 0.19% | 1,639 | $466K | Add +0.4% |
| FIGB Fidelity Invest GRD BND ETF | 0.18% | 10,505 | $449K | Add +1.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.18% | 7,590 | $445K | Reduce -3.1% |
| LEGG MASON ETF INVT | 0.17% | 21,178 | $427K | Add +3.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.17% | 11,812 | $423K | Add +19.6% |
| KO The Coca-Cola Co. | 0.17% | 6,827 | $418K | Add +17.2% |
| DFAS Dimensional US Small Cap ETF | 0.17% | 6,573 | $410K | Reduce -16.9% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.3% | 6.68% | −1.78 |
| BX Blackstone Inc. | Reduce -0.9% | 2.02% | −0.27 |
| HON Honeywell International Inc. | Reduce -0.2% | 1.30% | −0.20 |
| UGI Ugi Corp. | Reduce -2.8% | 1.09% | −0.18 |
| BA The Boeing Co. | Reduce -11.6% | 0.19% | −0.14 |
| TJX TJX Companies Inc. | Reduce -1.3% | 2.43% | −0.13 |
| TSLA Tesla Inc. | Reduce -10.8% | 0.13% | −0.12 |
| V Visa Inc. Class A | Reduce -13.6% | 0.53% | −0.11 |
| VYMI Vanguard Int High DVD YLD Inc. | Sold out | 0.00% | −0.11 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.10 |
| SBSI Southside Bancshares Inc. | Sold out | 0.00% | −0.09 |
| JCPI JP Morgan Inflation MGD Bond | Reduce -2.4% | 0.50% | −0.07 |
| CCI Crown Castle Inc. | Reduce -5.0% | 0.23% | −0.07 |
| PM Philip Morris International | Reduce -5.7% | 0.28% | −0.06 |
| AVY Avery Dennison Corp. | Reduce -2.6% | 1.20% | −0.06 |
| HD Home Depot Inc. | Reduce -0.6% | 2.23% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -16.9% | 0.17% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -2.6% | 0.20% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -26.1% | 0.10% | −0.04 |
| GLW Corning Inc. | Reduce -0.0% | 1.05% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -3.8% | 0.21% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -3.8% | 0.31% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.1% | 0.66% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -1.8% | 0.65% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -4.7% | 0.41% | −0.03 |
| FITB Fifth Third Bancorp | Reduce -17.1% | 0.11% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.3% | 0.46% | −0.02 |
| PPL PPL Corp. | Reduce -3.2% | 0.15% | −0.02 |
| SYK Stryker Corp. | Reduce -11.0% | 0.35% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.1% | 0.18% | −0.02 |
| RTX RTX Corp. | Reduce -13.6% | 0.16% | −0.02 |
| GIS General Mills Inc. | Reduce -8.1% | 0.12% | −0.02 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.2% | 0.28% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -5.8% | 0.09% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.7% | 0.13% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 0.21% | −0.01 |
| DOV Dover Corp. | Reduce -2.2% | 0.16% | +0.00 |
| WINN Harbor Long-Term Growers ETF | Reduce -0.4% | 0.10% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 1.71% | +0.08 |
| COR Cencora Inc. | Reduce -0.1% | 1.71% | +0.08 |
| AXP American Express Co. | Reduce -1.1% | 1.62% | +0.10 |
| ORCL Oracle Corp. | Reduce -0.5% | 2.38% | +0.12 |
| ETN Eaton Corp. PLC | Reduce -1.1% | 1.12% | +0.14 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +0.1% | 4.65% | +1.79 |
| DIS The Walt Disney Co. | Add +6.5% | 1.20% | +0.26 |
| LLY Eli Lilly & Co. | Add +18.6% | 0.79% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 2.83% | +0.20 |
| T AT&T Inc. | Add +90.5% | 0.38% | +0.17 |
| ABBV Abbvie Inc. | Add +1.6% | 2.56% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +21.6% | 0.91% | +0.15 |
| NVT Nvent Electric PLC | New | 0.13% | +0.13 |
| CGXU Cap Group Intl Focus | Add +30.4% | 0.61% | +0.12 |
| MDLZ Mondelez International Inc. Class A | New | 0.12% | +0.12 |
| PNR Pentair PLC | New | 0.12% | +0.12 |
| MSFT Microsoft Corp. | Add +2.1% | 6.90% | +0.11 |
| COIN Coinbase Global Inc. Class A | New | 0.10% | +0.10 |
| AMZN Amazon.com Inc. | Add +12.5% | 0.62% | +0.10 |
| CAG Conagra Brands Inc. | New | 0.10% | +0.10 |
| TROW T Rowe Price Group Inc. | New | 0.10% | +0.10 |
| LHX L3HARRIS Technologies Inc. | New | 0.09% | +0.09 |
| XOM Exxon Mobil Corp. | Add +1.0% | 2.22% | +0.09 |
| EW Edwards Lifesciences Corp. | New | 0.09% | +0.09 |
| QCOM Qualcomm Inc. | New | 0.09% | +0.09 |
| VZ Verizon Communications Inc. | Add +7.5% | 1.54% | +0.09 |
| OGN Organon & Co. | New | 0.09% | +0.09 |
| OKE Oneok Inc. | New | 0.09% | +0.09 |
| WM Waste Management Inc. | Add +31.3% | 0.30% | +0.08 |
| BAC Bank of America Corp. | New | 0.08% | +0.08 |
| EXC Exelon Corp. | New | 0.08% | +0.08 |
| ERIE Erie Indemnity Company Class A | New | 0.08% | +0.08 |
| MO Altria Group Inc. | Add +39.0% | 0.32% | +0.08 |
| MRK Merck & Co. Inc. | Add +6.2% | 0.64% | +0.08 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +13.2% | 0.84% | +0.08 |
| JNPR Juniper Networks Inc. | Add +0.1% | 0.66% | +0.07 |
| MPC Marathon Petroleum Corp. | Add +26.0% | 0.20% | +0.07 |
| CAT Caterpillar Inc. | Add +8.3% | 0.41% | +0.07 |
| WMT Walmart Inc. | Add +13.8% | 0.48% | +0.07 |
| F Ford Motor Co. | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +16.7% | 0.14% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +22.9% | 0.15% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.6% | 0.21% | +0.04 |
| GE General Electric | Add +3.5% | 0.16% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +8.8% | 0.65% | +0.03 |
| FCF First Commonwealth Finl Corp. | Add +67.4% | 0.11% | +0.03 |
| SO The Southern Co. | Add +31.9% | 0.16% | +0.03 |
| DUK Duke Energy Corp. | Add +28.9% | 0.20% | +0.02 |
| CGDV Cap Group Dividend Value | Add +5.8% | 0.83% | +0.02 |
| IBM Intl Business Machines Corp. | Add +4.6% | 0.25% | +0.02 |
| NSC Norfolk Southern Corp. | Add +23.5% | 0.12% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +19.6% | 0.17% | +0.02 |
| NEE Nextera Energy Inc. | Add +19.4% | 0.17% | +0.02 |
| D Dominion Energy Inc. | Add +8.8% | 1.03% | +0.01 |
| KO The Coca-Cola Co. | Add +17.2% | 0.17% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 225 | $467.8M | JMTG, AAPL, NVDA, MSFT, GOOG |
| Q1 2026 | 211 | $416.9M | JMTG, AAPL, NVDA, MSFT, GOOG |
| Q4 2025 | 196 | $406.3M | JMTG, AAPL, MSFT, NVDA, GOOG |
| Q3 2025 | 201 | $388.2M | JMTG, AAPL, MSFT, NVDA, ORCL |
| Q2 2025 | 194 | $353.2M | JMTG, MSFT, AAPL, NVDA, ORCL |
| Q1 2025 | 174 | $279.8M | AAPL, MSFT, NVDA, JPM, ABBV |
| Q4 2024 | 174 | $284.5M | AAPL, MSFT, NVDA, JPM, GOOG |
| Q3 2024 | 178 | $281.8M | AAPL, MSFT, NVDA, ORCL, JPM |
| Q2 2024 | 173 | $260.5M | AAPL, MSFT, NVDA, GOOG, JPM |
| Q1 2024 | 169 | $246.5M | MSFT, AAPL, NVDA, JPM, ABBV |