Bill Few Associates, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Bill Few Associates, Inc. reported 173 stock positions worth $260.5 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Nvidia (NVDA, 5.1%). Compared with Q1 2024, it opened 12 new positions, sold out of 8, added to 75 and reduced 54. The biggest buy was a new position in Kraft Heinz (KHC) and the biggest sale an exit from Corning (GLW).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001914644
- Portfolio Value
- $260.5M (Q2 2024)
- SEC Filing
- 0001172661-24-002793 ↗ filed Jul 16, 2024
Holdings Value
Holdings 173 stocks · $260.5M
| AAPL Apple Inc. | 7.64% | 94,468 | $19.9M | Reduce -1.6% |
| MSFT Microsoft Corp. | 6.96% | 40,561 | $18.1M | Add +0.3% |
| NVDA Nvidia Corp. | 5.10% | 107,448 | $13.3M | Reduce -15.3% |
| GOOG Alphabet Inc. Class C | 2.78% | 39,457 | $7.2M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 2.64% | 33,965 | $6.9M | Reduce -2.6% |
| ORCL Oracle Corp. | 2.45% | 45,282 | $6.4M | Reduce -3.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.37% | 56,049 | $6.2M | Reduce -5.2% |
| ABBV Abbvie Inc. | 2.26% | 34,291 | $5.9M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 2.05% | 46,339 | $5.3M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 2.00% | 31,598 | $5.2M | Reduce -1.1% |
| HD Home Depot Inc. | 1.88% | 14,239 | $4.9M | Reduce -0.8% |
| BX Blackstone Inc. | 1.75% | 36,783 | $4.6M | Reduce -2.9% |
| CVX Chevron Corp. | 1.65% | 27,561 | $4.3M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 10,122 | $4.1M | Add +0.8% |
| PEP Pepsico Inc. | 1.56% | 24,622 | $4.1M | Add +1.1% |
| AXP American Express Co. | 1.51% | 16,998 | $3.9M | Reduce -2.9% |
| ROK Rockwell Automation Inc. | 1.47% | 13,947 | $3.8M | Reduce -0.4% |
| COR Cencora Inc. | 1.47% | 16,988 | $3.8M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 1.46% | 92,116 | $3.8M | Add +2.1% |
| ABT Abbott Laboratories | 1.41% | 35,448 | $3.7M | Add +0.6% |
| HON Honeywell International Inc. | 1.26% | 15,417 | $3.3M | Reduce -1.6% |
| ADP Automatic Data Processing | 1.22% | 13,263 | $3.2M | Reduce -2.3% |
| AMT American Tower Corp. | 1.19% | 15,978 | $3.1M | Reduce -4.8% |
| VOO Vanguard S&P 500 ETF | 1.18% | 6,162 | $3.1M | Add +32.2% |
| KHC The Kraft Heinz Co. | 1.11% | 89,840 | $2.9M | New |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.11% | 87,534 | $2.9M | Add +39.4% |
| AVY Avery Dennison Corp. | 1.09% | 13,030 | $2.8M | Reduce -1.7% |
| D Dominion Energy Inc. | 1.04% | 55,153 | $2.7M | Add +7.1% |
| ETN Eaton Corp. PLC | 1.00% | 8,288 | $2.6M | Reduce -6.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.99% | 50,511 | $2.6M | Add +30.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.98% | 14,709 | $2.5M | Add +360.4% |
| UGI Ugi Corp. | 0.97% | 110,079 | $2.5M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.92% | 24,196 | $2.4M | Add +0.2% |
| PFE Pfizer Inc. | 0.90% | 83,832 | $2.3M | Add +1.5% |
| AMAT Applied Materials Inc. | 0.89% | 9,860 | $2.3M | New |
| LLY Eli Lilly & Co. | 0.83% | 2,381 | $2.2M | Reduce -4.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.75% | 76,141 | $2.0M | Add +30.4% |
| GOOGL Alphabet Inc. Class A | 0.74% | 10,646 | $1.9M | Add +1.0% |
| PNC PNC Financial Services Group | 0.70% | 11,780 | $1.8M | Add +0.4% |
| BDX Becton Dickinson and Co. | 0.66% | 7,389 | $1.7M | Add +4.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 3,095 | $1.7M | No change |
| USB US Bancorp | 0.65% | 42,332 | $1.7M | Reduce -3.3% |
| MRK Merck & Co. Inc. | 0.64% | 13,565 | $1.7M | Add +13.0% |
| SBUX Starbucks Corp. | 0.64% | 21,330 | $1.7M | Add +0.1% |
| AMZN Amazon.com Inc. | 0.63% | 8,490 | $1.6M | Add +0.5% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.62% | 38,814 | $1.6M | Add +47.7% |
| JNPR Juniper Networks Inc. | 0.61% | 43,393 | $1.6M | Reduce -1.2% |
| WMT Walmart Inc. | 0.53% | 20,499 | $1.4M | Add +3.4% |
| PYPL PayPal Holdings Inc. | 0.52% | 23,486 | $1.4M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.52% | 9,220 | $1.3M | Reduce -0.4% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.52% | 45,581 | $1.3M | New |
| FNB FNB Corp. | 0.48% | 91,892 | $1.3M | Add +12.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.47% | 2 | $1.2M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 4,522 | $1.2M | No change |
| V Visa Inc. Class A | 0.46% | 4,567 | $1.2M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.44% | 2,079 | $1.1M | Add +8.7% |
| PPG PPG Industries Inc. | 0.43% | 8,977 | $1.1M | Add +0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.42% | 13,566 | $1.1M | No change |
| MDY State Street SPDR S&P Midcap | 0.41% | 1,983 | $1.1M | No change |
| MCD McDonald's Corp. | 0.39% | 4,031 | $1.0M | Add +0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 11,692 | $937K | Add +166.3% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.35% | 11,553 | $905K | Add +3.1% |
| FIGB Fidelity Invest GRD BND ETF | 0.35% | 21,312 | $904K | Add +102.9% |
| INTC Intel Corp. | 0.32% | 27,186 | $842K | Reduce -4.9% |
| SYK Stryker Corp. | 0.32% | 2,456 | $836K | Add +1.1% |
| CAT Caterpillar Inc. | 0.32% | 2,490 | $829K | Reduce -9.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.30% | 22,292 | $782K | Add +88.7% |
| PM Philip Morris International | 0.29% | 7,357 | $745K | Reduce -2.0% |
| WM Waste Management Inc. | 0.28% | 3,476 | $742K | No change |
| CSCO Cisco Systems Inc. | 0.28% | 15,580 | $740K | Reduce -0.8% |
| IWM iShares Russell 2000 ETF | 0.28% | 3,615 | $733K | No change |
| MRSH Marsh & McLennan Cos | 0.26% | 3,173 | $669K | Add +0.7% |
| TSLA Tesla Inc. | 0.26% | 3,367 | $666K | Add +18.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 3,790 | $659K | No change |
| RJF Raymond James Financial Inc. | 0.25% | 5,195 | $642K | Reduce -4.6% |
| T AT&T Inc. | 0.24% | 33,166 | $634K | Reduce -37.9% |
| VLO Valero Energy Corp. | 0.24% | 3,984 | $625K | Add +2.9% |
| JPRE JPMorgan Realty Income ETF | 0.23% | 13,874 | $612K | Add +0.9% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 10,376 | $607K | Reduce -8.2% |
| MO Altria Group Inc. | 0.23% | 13,193 | $601K | Reduce -27.6% |
| COST Costco Wholesale Corp. | 0.23% | 705 | $599K | Reduce -1.7% |
| CGGR Cap Group Growth Equity | 0.23% | 17,895 | $589K | Add +15.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 1,225 | $587K | Add +3.1% |
| JCPI JP Morgan Inflation MGD Bond | 0.22% | 12,348 | $577K | Reduce -52.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.22% | 17,822 | $575K | Add +2.2% |
| KMB Kimberly-Clark Corp. | 0.21% | 4,045 | $559K | No change |
| DE Deere & Co. | 0.21% | 1,443 | $539K | Add +1.1% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.21% | 6,401 | $538K | Add +9.0% |
| UNP Union Pacific Corp. | 0.21% | 2,375 | $537K | Add +1.8% |
| CCI Crown Castle Inc. | 0.20% | 5,301 | $518K | Reduce -0.2% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.20% | 7,087 | $517K | Add +8.2% |
| AMGN Amgen Inc. | 0.20% | 1,646 | $514K | Add +0.4% |
| DUK Duke Energy Corp. | 0.20% | 5,075 | $509K | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.19% | 1,005 | $507K | Add +43.6% |
| CMCSA Comcast Corp. Class A | 0.19% | 12,702 | $497K | Add +4.0% |
| UNH Unitedhealth Group Inc. | 0.19% | 969 | $493K | Reduce -4.9% |
| NUE Nucor Corp. | 0.19% | 3,086 | $488K | Add +2.8% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 3,053 | $485K | Add +38.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.18% | 3,350 | $478K | Add +13.6% |
| NEE Nextera Energy Inc. | 0.18% | 6,746 | $478K | Add +5.7% |
Portfolio Sells Q1 2024 → Q2 2024
| GLW Corning Inc. | Sold out | 0.00% | −1.05 |
| HD Home Depot Inc. | Reduce -0.8% | 1.88% | −0.35 |
| ABBV Abbvie Inc. | Reduce -1.1% | 2.26% | −0.30 |
| JCPI JP Morgan Inflation MGD Bond | Reduce -52.6% | 0.22% | −0.27 |
| BX Blackstone Inc. | Reduce -2.9% | 1.75% | −0.27 |
| COR Cencora Inc. | Reduce -1.9% | 1.47% | −0.24 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 2.64% | −0.20 |
| INTC Intel Corp. | Reduce -4.9% | 0.32% | −0.19 |
| ROK Rockwell Automation Inc. | Reduce -0.4% | 1.47% | −0.18 |
| XOM Exxon Mobil Corp. | Reduce -1.6% | 2.05% | −0.17 |
| ADP Automatic Data Processing | Reduce -2.3% | 1.22% | −0.16 |
| AMT American Tower Corp. | Reduce -4.8% | 1.19% | −0.15 |
| USB US Bancorp | Reduce -3.3% | 0.65% | −0.15 |
| T AT&T Inc. | Reduce -37.9% | 0.24% | −0.14 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.13 |
| ETN Eaton Corp. PLC | Reduce -6.5% | 1.00% | −0.13 |
| PYPL PayPal Holdings Inc. | Reduce -1.8% | 0.52% | −0.13 |
| CVX Chevron Corp. | Reduce -0.7% | 1.65% | −0.12 |
| AVY Avery Dennison Corp. | Reduce -1.7% | 1.09% | −0.11 |
| AXP American Express Co. | Reduce -2.9% | 1.51% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 2.00% | −0.10 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.09 |
| MO Altria Group Inc. | Reduce -27.6% | 0.23% | −0.09 |
| CAT Caterpillar Inc. | Reduce -9.8% | 0.32% | −0.09 |
| COP Conocophillips | Sold out | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.08 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.08 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Reduce -0.4% | 0.52% | −0.08 |
| V Visa Inc. Class A | Reduce -2.9% | 0.46% | −0.07 |
| TJX TJX Companies Inc. | Reduce -5.2% | 2.37% | −0.06 |
| JNPR Juniper Networks Inc. | Reduce -1.2% | 0.61% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -8.2% | 0.23% | −0.05 |
| BA The Boeing Co. | Reduce -14.1% | 0.15% | −0.05 |
| HON Honeywell International Inc. | Reduce -1.6% | 1.26% | −0.04 |
| RJF Raymond James Financial Inc. | Reduce -4.6% | 0.25% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -0.8% | 0.28% | −0.03 |
| CCI Crown Castle Inc. | Reduce -0.2% | 0.20% | −0.03 |
| PNR Pentair PLC | Reduce -8.3% | 0.09% | −0.03 |
| UPS United Parcel Service Class B | Reduce -4.8% | 0.12% | −0.02 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -8.7% | 0.16% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -9.2% | 0.10% | −0.02 |
| GIS General Mills Inc. | Reduce -0.8% | 0.10% | −0.02 |
| MMM 3M Co. | Reduce -1.6% | 0.13% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -4.9% | 0.19% | −0.02 |
| DOW Dow Inc. | Reduce -0.6% | 0.09% | −0.01 |
| LRCX Lam Research Corp. | Reduce -13.2% | 0.13% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Reduce -1.0% | 0.11% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -6.2% | 0.10% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| KHC The Kraft Heinz Co. | New | 1.11% | +1.11 |
| AMAT Applied Materials Inc. | New | 0.89% | +0.89 |
| IBM Intl Business Machines Corp. | Add +360.4% | 0.98% | +0.73 |
| CGGO Cap Group Global Growth | New | 0.52% | +0.52 |
| CGDV Cap Group Dividend Value | Add +39.4% | 1.11% | +0.28 |
| VOO Vanguard S&P 500 ETF | Add +32.2% | 1.18% | +0.27 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +166.3% | 0.36% | +0.23 |
| CGCB Cap Group Core Bond | New | 0.17% | +0.17 |
| FIGB Fidelity Invest GRD BND ETF | Add +102.9% | 0.35% | +0.17 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +47.7% | 0.62% | +0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +30.5% | 0.99% | +0.16 |
| CGXU Cap Group Intl Focus | Add +30.4% | 0.75% | +0.14 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +88.7% | 0.30% | +0.13 |
| TSLA Tesla Inc. | Add +18.4% | 0.26% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.74% | +0.10 |
| CEG Constellation Energy | New | 0.09% | +0.09 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.08% | +0.08 |
| PANW Palo Alto Networks Inc. | New | 0.08% | +0.08 |
| MA Mastercard Inc. Class A | New | 0.08% | +0.08 |
| BNY Bank of New York Mellon Corp. | New | 0.08% | +0.08 |
| BSMV Invesco Bulletshares 2031 MB | New | 0.08% | +0.08 |
| BSMU Invesco Bulletshares 2030 MB | New | 0.08% | +0.08 |
| BSMT Invesco Bulletshares 2029 MB | New | 0.08% | +0.08 |
| MSFT Microsoft Corp. | Add +0.3% | 6.96% | +0.06 |
| META Meta Platforms Inc. Class A | Add +43.6% | 0.19% | +0.06 |
| WMT Walmart Inc. | Add +3.4% | 0.53% | +0.05 |
| BSSX Invesco Bulletshares 2033 MB | Add +50.3% | 0.12% | +0.03 |
| BSMW Invesco Bulletshares 2032 MB | Add +50.5% | 0.11% | +0.03 |
| BSMQ Invesco Bulletshares 2026 MB | Add +32.3% | 0.16% | +0.03 |
| BSMR Invesco Bulletshares 2027 MB | Add +33.1% | 0.15% | +0.03 |
| BSMS Invesco Bulletshares 2028 MB | Add +33.5% | 0.15% | +0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +13.6% | 0.18% | +0.03 |
| GE General Electric | Add +38.5% | 0.19% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +8.7% | 0.44% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +40.8% | 0.12% | +0.03 |
| CGGR Cap Group Growth Equity | Add +15.2% | 0.23% | +0.02 |
| NEE Nextera Energy Inc. | Add +5.7% | 0.18% | +0.02 |
| FNB FNB Corp. | Add +12.6% | 0.48% | +0.02 |
| SO The Southern Co. | Add +6.3% | 0.17% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.5% | 0.63% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.1% | 0.23% | +0.01 |
| D Dominion Energy Inc. | Add +7.1% | 1.04% | +0.01 |
| NFLX Netflix Inc. | Add +2.3% | 0.14% | +0.01 |
| OGN Organon & Co. | Add +5.3% | 0.10% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +21.8% | 0.10% | +0.01 |
| AMGN Amgen Inc. | Add +0.4% | 0.20% | +0.01 |
| FDX FedEx Corp. | Add +6.7% | 0.11% | +0.01 |
| WINN Harbor Long-Term Growers ETF | Add +3.0% | 0.10% | +0.01 |
| GILD Gilead Sciences Inc. | Add +15.5% | 0.10% | +0.00 |
| MRK Merck & Co. Inc. | Add +13.0% | 0.64% | +0.00 |
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 |