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

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $246.5M $246.5M Q1 2024 Q2 2024: $260.5M Q2 2024 Q3 2024: $281.8M Q3 2024 Q4 2024: $284.5M Q4 2024 Q1 2025: $279.8M Q1 2025 Q2 2025: $353.2M Q2 2025 Q3 2025: $388.2M Q3 2025 Q4 2025: $406.3M Q4 2025 Q1 2026: $416.9M Q1 2026 Q2 2026: $467.8M Q2 2026

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%
NEE Nextera Energy Inc. 0.17% 6,383 $408K Add +19.4%
DOV Dover Corp. 0.16% 2,245 $398K Reduce -2.2%
GE General Electric 0.16% 2,205 $387K Add +3.5%
SO The Southern Co. 0.16% 5,373 $385K Add +31.9%
SHEL Shell PLC-ADR 0.16% 5,746 $385K Add +9.6%
WSBC Wesbanco Inc. 0.16% 12,889 $384K Add +5.8%
RTX RTX Corp. 0.16% 3,926 $383K Reduce -13.6%
NVO Novo-Nordisk A/S-Spons ADR 0.15% 2,950 $379K Add +22.9%
FLMI Franklin Dynamic Municipal B 0.15% 15,302 $375K No change
PPL PPL Corp. 0.15% 13,632 $375K Reduce -3.2%
CGMU Cap Group Municipal Income 0.15% 13,674 $369K No change
LMT Lockheed Martin Corp. 0.15% 802 $365K Add +0.5%
MMM 3M Co. 0.15% 3,416 $362K Add +1.2%
UPS United Parcel Service Class B 0.14% 2,394 $356K Add +8.5%
LRCX Lam Research Corp. 0.14% 357 $347K No change
META Meta Platforms Inc. Class A 0.14% 700 $340K Add +16.7%
GD General Dynamics Corp. 0.14% 1,202 $340K No change
ANSS Ansys Inc. 0.13% 950 $330K No change
SCHB Schwab US Broad Market ETF 0.13% 5,324 $325K No change
TSLA Tesla Inc. 0.13% 2,843 $325K Reduce -10.8%
TMO Thermo Fisher Scientific Inc. 0.13% 553 $321K No change
SPYG SS SPDR P S&P 500 Growth ETF 0.13% 4,391 $321K Reduce -4.7%
NFLX Netflix Inc. 0.13% 527 $320K No change
NVT Nvent Electric PLC 0.13% 4,208 $317K New
BSMQ Invesco Bulletshares 2026 MB 0.13% 13,197 $311K No change
BSMR Invesco Bulletshares 2027 MB 0.12% 12,859 $304K Add +15.0%
BSMS Invesco Bulletshares 2028 MB 0.12% 12,837 $301K Add +15.2%
PSA Public Storage 0.12% 1,034 $300K No change
MDLZ Mondelez International Inc. Class A 0.12% 4,219 $295K New
ADM Archer-Daniels-Midland Co. 0.12% 4,680 $294K No change
NSC Norfolk Southern Corp. 0.12% 1,150 $293K Add +23.5%
GIS General Mills Inc. 0.12% 4,181 $293K Reduce -8.1%
PNR Pentair PLC 0.12% 3,358 $287K New
FITB Fifth Third Bancorp 0.11% 7,365 $274K Reduce -17.1%
FDX FedEx Corp. 0.11% 935 $271K No change
WFC Wells Fargo & Co. 0.11% 4,658 $270K Add +0.5%
FCF First Commonwealth Finl Corp. 0.11% 19,247 $268K Add +67.4%
DOW Dow Inc. 0.11% 4,572 $265K Add +3.4%
EFA iShares MSCI Eafe ETF 0.10% 3,113 $249K Reduce -26.1%
WINN Harbor Long-Term Growers ETF 0.10% 10,461 $246K Reduce -0.4%
COIN Coinbase Global Inc. Class A 0.10% 921 $244K New
EMR Emerson Electric Co. 0.10% 2,150 $244K No change
VEA Vanguard Ftse Developed ETF 0.10% 4,860 $244K No change
CAG Conagra Brands Inc. 0.10% 8,091 $240K New
CSX CSX Corp. 0.10% 6,363 $236K No change
GILD Gilead Sciences Inc. 0.10% 3,220 $236K Add +10.8%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.10% 1,922 $234K New
LOW Lowe's Cos Inc. 0.09% 917 $234K Add +0.3%
IP International Paper Co. 0.09% 5,953 $232K No change
LHX L3HARRIS Technologies Inc. 0.09% 1,090 $232K New
EW Edwards Lifesciences Corp. 0.09% 2,407 $230K New
QCOM Qualcomm Inc. 0.09% 1,356 $229K New
SPYV SS SPDR P S&P 500 Value ETF 0.09% 4,520 $226K Reduce -5.8%
COP Conocophillips 0.09% 1,740 $221K No change
BCPC Balchem Corp. 0.09% 1,425 $221K No change
BSMO Invesco Bulletshares 2024 MB 0.09% 8,838 $219K No change
OGN Organon & Co. 0.09% 11,597 $218K New
BSMP Invesco Bulletshares 2025 MB 0.09% 8,813 $215K No change
OKE Oneok Inc. 0.09% 2,668 $214K New
NKE Nike Inc. Class B 0.09% 2,265 $213K No change
DD Dupont DE Nemours Inc. 0.09% 2,766 $212K Add +1.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 5,421 $206K New
BSSX Invesco Bulletshares 2033 MB 0.08% 7,710 $202K No change
EXC Exelon Corp. 0.08% 5,366 $202K New
ERIE Erie Indemnity Company Class A 0.08% 500 $201K New
BSMW Invesco Bulletshares 2032 MB 0.08% 7,855 $200K No change
PSLV Sprott Physical Silver Trust 0.07% 22,150 $184K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.05% 10,078 $134K New
AGNC AGNC Investment Corp. 0.01% 12,370 $16K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 225$467.8MJMTG, AAPL, NVDA, MSFT, GOOG
Q1 2026 211$416.9MJMTG, AAPL, NVDA, MSFT, GOOG
Q4 2025 196$406.3MJMTG, AAPL, MSFT, NVDA, GOOG
Q3 2025 201$388.2MJMTG, AAPL, MSFT, NVDA, ORCL
Q2 2025 194$353.2MJMTG, MSFT, AAPL, NVDA, ORCL
Q1 2025 174$279.8MAAPL, MSFT, NVDA, JPM, ABBV
Q4 2024 174$284.5MAAPL, MSFT, NVDA, JPM, GOOG
Q3 2024 178$281.8MAAPL, MSFT, NVDA, ORCL, JPM
Q2 2024 173$260.5MAAPL, MSFT, NVDA, GOOG, JPM
Q1 2024 169$246.5MMSFT, AAPL, NVDA, JPM, ABBV