Bill Few Associates, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Bill Few Associates, Inc. reported 178 stock positions worth $281.8 million. Its top holding was Apple (AAPL) at 7.7% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Nvidia (NVDA, 4.6%). Compared with Q2 2024, it opened 8 new positions, sold out of 3, added to 79 and reduced 42. The biggest buy was Intl Business Machines (IBM, shares +5%) and the biggest sale Microsoft (MSFT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001914644
- Portfolio Value
- $281.8M (Q3 2024)
- SEC Filing
- 0001172661-24-004261 ↗ filed Oct 15, 2024
Holdings Value
Holdings 178 stocks · $281.8M
| AAPL Apple Inc. | 7.74% | 93,643 | $21.8M | Reduce -0.9% |
| MSFT Microsoft Corp. | 6.18% | 40,455 | $17.4M | Reduce -0.3% |
| NVDA Nvidia Corp. | 4.63% | 107,351 | $13.0M | Reduce -0.1% |
| ORCL Oracle Corp. | 2.73% | 45,207 | $7.7M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 2.54% | 33,990 | $7.2M | Add +0.1% |
| ABBV Abbvie Inc. | 2.41% | 34,334 | $6.8M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.38% | 57,039 | $6.7M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.34% | 39,502 | $6.6M | Add +0.1% |
| HD Home Depot Inc. | 2.05% | 14,239 | $5.8M | No change |
| PG The Procter & Gamble Co. | 1.98% | 32,154 | $5.6M | Add +1.8% |
| BX Blackstone Inc. | 1.98% | 36,360 | $5.6M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.93% | 46,455 | $5.4M | Add +0.3% |
| AXP American Express Co. | 1.66% | 17,196 | $4.7M | Add +1.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.64% | 10,032 | $4.6M | Reduce -0.9% |
| PEP Pepsico Inc. | 1.54% | 25,539 | $4.3M | Add +3.7% |
| VZ Verizon Communications Inc. | 1.50% | 93,810 | $4.2M | Add +1.8% |
| ABT Abbott Laboratories | 1.46% | 36,130 | $4.1M | Add +1.9% |
| CVX Chevron Corp. | 1.44% | 27,572 | $4.1M | Add +0.0% |
| COR Cencora Inc. | 1.40% | 17,480 | $3.9M | Add +2.9% |
| AMT American Tower Corp. | 1.36% | 16,539 | $3.8M | Add +3.5% |
| ADP Automatic Data Processing | 1.32% | 13,432 | $3.7M | Add +1.3% |
| ROK Rockwell Automation Inc. | 1.30% | 13,677 | $3.7M | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.21% | 15,375 | $3.4M | Add +4.5% |
| VOO Vanguard S&P 500 ETF | 1.21% | 6,436 | $3.4M | Add +4.5% |
| D Dominion Energy Inc. | 1.17% | 56,875 | $3.3M | Add +3.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.16% | 89,860 | $3.3M | Add +2.7% |
| HON Honeywell International Inc. | 1.14% | 15,552 | $3.2M | Add +0.9% |
| KHC The Kraft Heinz Co. | 1.11% | 88,996 | $3.1M | Reduce -0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.07% | 54,993 | $3.0M | Add +8.9% |
| AVY Avery Dennison Corp. | 1.03% | 13,185 | $2.9M | Add +1.2% |
| ETN Eaton Corp. PLC | 1.00% | 8,510 | $2.8M | Add +2.7% |
| UGI Ugi Corp. | 0.94% | 105,481 | $2.6M | Reduce -4.2% |
| PFE Pfizer Inc. | 0.89% | 86,763 | $2.5M | Add +3.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.86% | 25,165 | $2.4M | Add +4.0% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.80% | 83,562 | $2.3M | Add +9.8% |
| PNC PNC Financial Services Group | 0.77% | 11,793 | $2.2M | Add +0.1% |
| SBUX Starbucks Corp. | 0.76% | 22,010 | $2.1M | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.76% | 3,737 | $2.1M | Add +20.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.73% | 45,320 | $2.1M | Add +16.8% |
| AMAT Applied Materials Inc. | 0.72% | 10,045 | $2.0M | Add +1.9% |
| USB US Bancorp | 0.70% | 43,329 | $2.0M | Add +2.4% |
| LLY Eli Lilly & Co. | 0.69% | 2,210 | $2.0M | Reduce -7.2% |
| PYPL PayPal Holdings Inc. | 0.66% | 23,815 | $1.9M | Add +1.4% |
| BDX Becton Dickinson and Co. | 0.65% | 7,579 | $1.8M | Add +2.6% |
| GOOGL Alphabet Inc. Class A | 0.65% | 10,980 | $1.8M | Add +3.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.61% | 56,954 | $1.7M | Add +24.9% |
| JNPR Juniper Networks Inc. | 0.59% | 42,400 | $1.7M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 0.59% | 8,860 | $1.7M | Add +4.4% |
| WMT Walmart Inc. | 0.55% | 19,029 | $1.5M | Reduce -7.2% |
| JNJ Johnson & Johnson | 0.53% | 9,229 | $1.5M | Add +0.1% |
| MRK Merck & Co. Inc. | 0.50% | 12,493 | $1.4M | Reduce -7.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 2 | $1.4M | No change |
| V Visa Inc. Class A | 0.48% | 4,926 | $1.4M | Add +7.9% |
| FNB FNB Corp. | 0.46% | 91,309 | $1.3M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.45% | 4,522 | $1.3M | No change |
| IWR iShares Russell Mid-Cap ETF | 0.45% | 14,278 | $1.3M | Add +5.3% |
| RJF Raymond James Financial Inc. | 0.44% | 10,095 | $1.2M | Add +94.3% |
| MCD McDonald's Corp. | 0.44% | 4,031 | $1.2M | No change |
| PPG PPG Industries Inc. | 0.42% | 8,977 | $1.2M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.41% | 30,754 | $1.2M | Add +38.0% |
| MDY State Street SPDR S&P Midcap | 0.40% | 1,988 | $1.1M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.39% | 1,900 | $1.1M | Reduce -8.6% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.37% | 12,086 | $1.0M | Add +4.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.36% | 12,184 | $1.0M | Add +4.2% |
| CAT Caterpillar Inc. | 0.34% | 2,462 | $963K | Reduce -1.1% |
| FIGB Fidelity Invest GRD BND ETF | 0.34% | 21,705 | $956K | Add +1.8% |
| PM Philip Morris International | 0.32% | 7,357 | $893K | No change |
| SYK Stryker Corp. | 0.31% | 2,406 | $869K | Reduce -2.0% |
| CSCO Cisco Systems Inc. | 0.30% | 15,642 | $832K | Add +0.4% |
| TSLA Tesla Inc. | 0.29% | 3,117 | $816K | Reduce -7.4% |
| IWM iShares Russell 2000 ETF | 0.28% | 3,615 | $799K | No change |
| T AT&T Inc. | 0.26% | 32,999 | $726K | Reduce -0.5% |
| WM Waste Management Inc. | 0.26% | 3,476 | $722K | No change |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.25% | 8,100 | $711K | Add +26.5% |
| MRSH Marsh & McLennan Cos | 0.25% | 3,173 | $708K | No change |
| JPRE JPMorgan Realty Income ETF | 0.25% | 13,874 | $707K | No change |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.24% | 8,532 | $678K | Add +20.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 3,890 | $676K | Add +2.6% |
| MO Altria Group Inc. | 0.24% | 13,095 | $668K | Reduce -0.7% |
| CCI Crown Castle Inc. | 0.23% | 5,501 | $653K | Add +3.8% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 10,381 | $647K | Add +0.1% |
| CGGR Cap Group Growth Equity | 0.23% | 18,365 | $639K | Add +2.6% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.22% | 17,777 | $609K | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,225 | $598K | No change |
| UNH Unitedhealth Group Inc. | 0.21% | 1,019 | $596K | Add +5.2% |
| META Meta Platforms Inc. Class A | 0.21% | 1,025 | $587K | Add +2.0% |
| DE Deere & Co. | 0.21% | 1,406 | $587K | Reduce -2.6% |
| UNP Union Pacific Corp. | 0.21% | 2,375 | $585K | No change |
| DUK Duke Energy Corp. | 0.21% | 5,075 | $585K | No change |
| COST Costco Wholesale Corp. | 0.21% | 660 | $585K | Reduce -6.4% |
| INTC Intel Corp. | 0.21% | 24,825 | $582K | Reduce -8.7% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 3,081 | $581K | Add +0.9% |
| KMB Kimberly-Clark Corp. | 0.20% | 4,045 | $576K | No change |
| NEE Nextera Energy Inc. | 0.20% | 6,637 | $561K | Reduce -1.6% |
| CMCSA Comcast Corp. Class A | 0.19% | 13,133 | $549K | Add +3.4% |
| VLO Valero Energy Corp. | 0.19% | 3,984 | $538K | No change |
| AMGN Amgen Inc. | 0.19% | 1,646 | $530K | No change |
| SO The Southern Co. | 0.19% | 5,865 | $529K | Add +2.6% |
| JCPI JP Morgan Inflation MGD Bond | 0.18% | 10,806 | $519K | Reduce -12.5% |
| BMY Bristol-Myers Squibb Co. | 0.18% | 9,865 | $510K | Add +1.6% |
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -0.3% | 6.18% | −0.78 |
| NVDA Nvidia Corp. | Reduce -0.1% | 4.63% | −0.47 |
| ROK Rockwell Automation Inc. | Reduce -1.9% | 1.30% | −0.17 |
| MRK Merck & Co. Inc. | Reduce -7.9% | 0.50% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -7.2% | 0.69% | −0.13 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.13 |
| INTC Intel Corp. | Reduce -8.7% | 0.21% | −0.12 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −0.09 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -8.6% | 0.39% | −0.05 |
| BA The Boeing Co. | Reduce -11.3% | 0.10% | −0.05 |
| JCPI JP Morgan Inflation MGD Bond | Reduce -12.5% | 0.18% | −0.04 |
| UGI Ugi Corp. | Reduce -4.2% | 0.94% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -5.4% | 0.13% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -8.3% | 0.07% | −0.03 |
| WSBC Wesbanco Inc. | Reduce -17.6% | 0.11% | −0.03 |
| FNB FNB Corp. | Reduce -0.6% | 0.46% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -6.4% | 0.21% | −0.02 |
| JNPR Juniper Networks Inc. | Reduce -2.3% | 0.59% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -20.6% | 0.07% | −0.02 |
| KO The Coca-Cola Co. | Reduce -14.6% | 0.15% | −0.02 |
| IP International Paper Co. | Reduce -19.3% | 0.08% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -1.5% | 0.09% | −0.01 |
| SYK Stryker Corp. | Reduce -2.0% | 0.31% | −0.01 |
| LEGG MASON ETF INVT | Reduce -3.2% | 0.15% | −0.01 |
| GD General Dynamics Corp. | Reduce -3.8% | 0.12% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Reduce -0.3% | 0.10% | −0.01 |
| CEG Constellation Energy | Reduce -25.4% | 0.08% | −0.01 |
| CGUS Cap Group Core Equity | Reduce -0.3% | 0.22% | −0.00 |
| KHC The Kraft Heinz Co. | Reduce -0.9% | 1.11% | −0.00 |
| DE Deere & Co. | Reduce -2.6% | 0.21% | +0.00 |
| MO Altria Group Inc. | Reduce -0.7% | 0.24% | +0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -0.3% | 0.09% | +0.01 |
| PPL PPL Corp. | Reduce -2.9% | 0.15% | +0.01 |
| WMT Walmart Inc. | Reduce -7.2% | 0.55% | +0.01 |
| RTX RTX Corp. | Reduce -2.5% | 0.17% | +0.01 |
| T AT&T Inc. | Reduce -0.5% | 0.26% | +0.01 |
| NEE Nextera Energy Inc. | Reduce -1.6% | 0.20% | +0.02 |
| LMT Lockheed Martin Corp. | Reduce -1.9% | 0.16% | +0.02 |
| CAT Caterpillar Inc. | Reduce -1.1% | 0.34% | +0.02 |
| TSLA Tesla Inc. | Reduce -7.4% | 0.29% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 1.64% | +0.06 |
| AAPL Apple Inc. | Reduce -0.9% | 7.74% | +0.11 |
| BX Blackstone Inc. | Reduce -1.1% | 1.98% | +0.23 |
| ORCL Oracle Corp. | Reduce -0.2% | 2.73% | +0.28 |
Portfolio Buys Q2 2024 → Q3 2024
| IBM Intl Business Machines Corp. | Add +4.5% | 1.21% | +0.23 |
| RJF Raymond James Financial Inc. | Add +94.3% | 0.44% | +0.19 |
| AMT American Tower Corp. | Add +3.5% | 1.36% | +0.17 |
| ABBV Abbvie Inc. | Add +0.1% | 2.41% | +0.15 |
| AXP American Express Co. | Add +1.2% | 1.66% | +0.14 |
| PYPL PayPal Holdings Inc. | Add +1.4% | 0.66% | +0.14 |
| D Dominion Energy Inc. | Add +3.1% | 1.17% | +0.13 |
| SBUX Starbucks Corp. | Add +3.2% | 0.76% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +20.7% | 0.76% | +0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +16.8% | 0.73% | +0.11 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +38.0% | 0.41% | +0.11 |
| ADP Automatic Data Processing | Add +1.3% | 1.32% | +0.10 |
| CGGO Cap Group Global Growth | Add +24.9% | 0.61% | +0.09 |
| CARR Carrier Global Corp. | New | 0.09% | +0.09 |
| ERIE Erie Indemnity Company Class A | New | 0.08% | +0.08 |
| SBSI Southside Bancshares Inc. | New | 0.08% | +0.08 |
| CB Chubb Ltd. | New | 0.08% | +0.08 |
| AFL Aflac Inc. | New | 0.08% | +0.08 |
| ORI Old Republic Intl Corp. | New | 0.07% | +0.07 |
| NKE Nike Inc. Class B | New | 0.07% | +0.07 |
| EXC Exelon Corp. | New | 0.07% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +8.9% | 1.07% | +0.07 |
| PNC PNC Financial Services Group | Add +0.1% | 0.77% | +0.07 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +71.9% | 0.14% | +0.06 |
| USB US Bancorp | Add +2.4% | 0.70% | +0.06 |
| CGDV Cap Group Dividend Value | Add +2.7% | 1.16% | +0.05 |
| CGXU Cap Group Intl Focus | Add +9.8% | 0.80% | +0.05 |
| ABT Abbott Laboratories | Add +1.9% | 1.46% | +0.05 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +26.5% | 0.25% | +0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +20.4% | 0.24% | +0.04 |
| VZ Verizon Communications Inc. | Add +1.8% | 1.50% | +0.04 |
| MMM 3M Co. | Add +1.8% | 0.17% | +0.03 |
| CCI Crown Castle Inc. | Add +3.8% | 0.23% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +1.6% | 0.18% | +0.03 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +4.6% | 0.37% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +5.3% | 0.45% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +4.5% | 1.21% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +5.2% | 0.21% | +0.02 |
| V Visa Inc. Class A | Add +7.9% | 0.48% | +0.02 |
| GE General Electric | Add +0.9% | 0.21% | +0.02 |
| GILD Gilead Sciences Inc. | Add +6.3% | 0.12% | +0.02 |
| PNR Pentair PLC | Add +1.9% | 0.11% | +0.02 |
| SO The Southern Co. | Add +2.6% | 0.19% | +0.02 |
| DOW Dow Inc. | Add +23.3% | 0.11% | +0.02 |
| META Meta Platforms Inc. Class A | Add +2.0% | 0.21% | +0.01 |
| JNJ Johnson & Johnson | Add +0.1% | 0.53% | +0.01 |
| LOW Lowe's Cos Inc. | Add +2.7% | 0.09% | +0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +10.2% | 0.13% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +14.0% | 0.11% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.4% | 0.30% | +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 |