Bill Few Associates, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), Bill Few Associates, Inc. reported 174 stock positions worth $284.5 million. Its top holding was Apple (AAPL) at 8.1% of the portfolio, followed by Microsoft (MSFT, 5.9%) and Nvidia (NVDA, 5.0%). Compared with Q3 2024, it opened 8 new positions, sold out of 12, added to 66 and reduced 66. The biggest buy was Cisco Systems (CSCO, shares +147%) and the biggest sale Juniper Networks (JNPR, shares −85%).
- Most Recent 13F
- Q2 2026
- Location
- SEWICKLEY, PA
- CIK
- 0001914644
- Portfolio Value
- $284.5M (Q4 2024)
- SEC Filing
- 0001172661-25-000265 ↗ filed Jan 17, 2025
Holdings Value
Holdings 174 stocks · $284.5M
| AAPL Apple Inc. | 8.07% | 91,615 | $22.9M | Reduce -2.2% |
| MSFT Microsoft Corp. | 5.92% | 39,982 | $16.9M | Reduce -1.2% |
| NVDA Nvidia Corp. | 5.00% | 105,991 | $14.2M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 2.83% | 33,618 | $8.1M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 2.67% | 39,810 | $7.6M | Add +0.8% |
| ORCL Oracle Corp. | 2.58% | 44,052 | $7.3M | Reduce -2.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.43% | 57,125 | $6.9M | Add +0.1% |
| ABBV Abbvie Inc. | 2.17% | 34,815 | $6.2M | Add +1.4% |
| BX Blackstone Inc. | 2.16% | 35,628 | $6.1M | Reduce -2.0% |
| HD Home Depot Inc. | 1.98% | 14,449 | $5.6M | Add +1.5% |
| PG The Procter & Gamble Co. | 1.90% | 32,255 | $5.4M | Add +0.3% |
| AXP American Express Co. | 1.77% | 16,936 | $5.0M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 1.74% | 46,128 | $5.0M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.59% | 9,979 | $4.5M | Reduce -0.5% |
| ABT Abbott Laboratories | 1.43% | 35,946 | $4.1M | Reduce -0.5% |
| COR Cencora Inc. | 1.41% | 17,870 | $4.0M | Add +2.2% |
| CVX Chevron Corp. | 1.41% | 27,670 | $4.0M | Add +0.4% |
| VZ Verizon Communications Inc. | 1.39% | 99,164 | $4.0M | Add +5.7% |
| ROK Rockwell Automation Inc. | 1.39% | 13,863 | $4.0M | Add +1.4% |
| ADP Automatic Data Processing | 1.38% | 13,446 | $3.9M | Add +0.1% |
| PEP Pepsico Inc. | 1.36% | 25,490 | $3.9M | Reduce -0.2% |
| VOO Vanguard S&P 500 ETF | 1.35% | 7,120 | $3.8M | Add +10.6% |
| HON Honeywell International Inc. | 1.24% | 15,601 | $3.5M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.19% | 15,450 | $3.4M | Add +0.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.19% | 96,035 | $3.4M | Add +6.9% |
| D Dominion Energy Inc. | 1.15% | 60,489 | $3.3M | Add +6.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.13% | 58,980 | $3.2M | Add +7.3% |
| AMT American Tower Corp. | 1.09% | 16,874 | $3.1M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.00% | 25,528 | $2.8M | Add +1.4% |
| ETN Eaton Corp. PLC | 1.00% | 8,555 | $2.8M | Add +0.5% |
| UGI Ugi Corp. | 0.99% | 99,987 | $2.8M | Reduce -5.2% |
| KHC The Kraft Heinz Co. | 0.94% | 87,441 | $2.7M | Reduce -1.8% |
| AVY Avery Dennison Corp. | 0.88% | 13,301 | $2.5M | Add +0.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.82% | 94,860 | $2.3M | Add +13.5% |
| PNC PNC Financial Services Group | 0.81% | 11,908 | $2.3M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.80% | 38,583 | $2.3M | Add +146.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.77% | 3,738 | $2.2M | Add +0.0% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.76% | 48,008 | $2.2M | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 0.75% | 11,240 | $2.1M | Add +2.4% |
| PFE Pfizer Inc. | 0.74% | 79,516 | $2.1M | Reduce -8.3% |
| PYPL PayPal Holdings Inc. | 0.73% | 24,315 | $2.1M | Add +2.1% |
| USB US Bancorp | 0.71% | 42,336 | $2.0M | Reduce -2.3% |
| AMZN Amazon.com Inc. | 0.71% | 9,222 | $2.0M | Add +4.1% |
| SBUX Starbucks Corp. | 0.69% | 21,512 | $2.0M | Reduce -2.3% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.68% | 66,678 | $1.9M | Add +17.1% |
| WMT Walmart Inc. | 0.59% | 18,659 | $1.7M | Reduce -1.9% |
| LLY Eli Lilly & Co. | 0.58% | 2,125 | $1.6M | Reduce -3.9% |
| V Visa Inc. Class A | 0.53% | 4,807 | $1.5M | Reduce -2.4% |
| BDX Becton Dickinson and Co. | 0.53% | 6,684 | $1.5M | Reduce -11.8% |
| RJF Raymond James Financial Inc. | 0.52% | 9,595 | $1.5M | Reduce -5.0% |
| AMAT Applied Materials Inc. | 0.52% | 9,055 | $1.5M | Reduce -9.9% |
| FNB FNB Corp. | 0.48% | 92,332 | $1.4M | Add +1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 2 | $1.4M | No change |
| JNJ Johnson & Johnson | 0.46% | 9,064 | $1.3M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 4,522 | $1.3M | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.45% | 37,702 | $1.3M | Add +22.6% |
| TSLA Tesla Inc. | 0.44% | 3,127 | $1.3M | Add +0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.44% | 14,278 | $1.3M | No change |
| MRK Merck & Co. Inc. | 0.43% | 12,267 | $1.2M | Reduce -1.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.42% | 13,741 | $1.2M | Add +13.7% |
| CGCB Cap Group Core Bond | 0.42% | 45,914 | $1.2M | Add +161.9% |
| MDY State Street SPDR S&P Midcap | 0.40% | 1,988 | $1.1M | No change |
| PPG PPG Industries Inc. | 0.39% | 9,177 | $1.1M | Add +2.2% |
| FIGB Fidelity Invest GRD BND ETF | 0.38% | 25,807 | $1.1M | Add +18.9% |
| IVV iShares Core S&P 500 ETF | 0.38% | 1,850 | $1.1M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.37% | 11,914 | $1.0M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.37% | 3,610 | $1.0M | Reduce -10.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.34% | 11,154 | $969K | Add +37.7% |
| CGGR Cap Group Growth Equity | 0.32% | 24,840 | $923K | Add +35.3% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.31% | 11,109 | $891K | Add +30.2% |
| PM Philip Morris International | 0.30% | 7,168 | $863K | Reduce -2.6% |
| SYK Stryker Corp. | 0.30% | 2,362 | $850K | Reduce -1.8% |
| IWM iShares Russell 2000 ETF | 0.28% | 3,615 | $799K | No change |
| CAT Caterpillar Inc. | 0.27% | 2,104 | $763K | Reduce -14.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 3,840 | $758K | Reduce -1.3% |
| T AT&T Inc. | 0.25% | 31,490 | $717K | Reduce -4.6% |
| MO Altria Group Inc. | 0.25% | 13,398 | $701K | Add +2.3% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.24% | 19,683 | $688K | Add +10.7% |
| MRSH Marsh & McLennan Cos | 0.24% | 3,156 | $670K | Reduce -0.5% |
| WM Waste Management Inc. | 0.23% | 3,276 | $661K | Reduce -5.8% |
| JPRE JPMorgan Realty Income ETF | 0.23% | 13,591 | $643K | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,225 | $626K | No change |
| JCPI JP Morgan Inflation MGD Bond | 0.22% | 13,201 | $618K | Add +22.2% |
| COST Costco Wholesale Corp. | 0.21% | 663 | $607K | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.21% | 1,025 | $600K | No change |
| BMY Bristol-Myers Squibb Co. | 0.20% | 9,990 | $565K | Add +1.3% |
| KMB Kimberly-Clark Corp. | 0.20% | 4,235 | $555K | Add +4.7% |
| WINN Harbor Long-Term Growers ETF | 0.19% | 20,235 | $551K | Add +87.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 9,549 | $548K | Add +37.7% |
| DUK Duke Energy Corp. | 0.19% | 5,050 | $544K | Reduce -0.5% |
| UNP Union Pacific Corp. | 0.19% | 2,351 | $536K | Reduce -1.0% |
| DE Deere & Co. | 0.19% | 1,257 | $533K | Reduce -10.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.18% | 5,798 | $524K | Add +37.5% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 8,256 | $514K | Reduce -20.5% |
| CCI Crown Castle Inc. | 0.17% | 5,479 | $497K | Reduce -0.4% |
| VLO Valero Energy Corp. | 0.17% | 3,991 | $489K | Add +0.2% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 2,919 | $487K | Reduce -5.3% |
| SO The Southern Co. | 0.17% | 5,824 | $479K | Reduce -0.7% |
| NFLX Netflix Inc. | 0.17% | 529 | $472K | Reduce -1.9% |
| CMCSA Comcast Corp. Class A | 0.16% | 12,167 | $457K | Reduce -7.4% |
Portfolio Sells Q3 2024 → Q4 2024
| JNPR Juniper Networks Inc. | Reduce -84.9% | 0.08% | −0.50 |
| MSFT Microsoft Corp. | Reduce -1.2% | 5.92% | −0.25 |
| AMAT Applied Materials Inc. | Reduce -9.9% | 0.52% | −0.20 |
| XOM Exxon Mobil Corp. | Reduce -0.7% | 1.74% | −0.19 |
| PEP Pepsico Inc. | Reduce -0.2% | 1.36% | −0.18 |
| KHC The Kraft Heinz Co. | Reduce -1.8% | 0.94% | −0.16 |
| LEGG MASON ETF INVT | Sold out | 0.00% | −0.15 |
| ORCL Oracle Corp. | Reduce -2.5% | 2.58% | −0.15 |
| PFE Pfizer Inc. | Reduce -8.3% | 0.74% | −0.15 |
| LLY Eli Lilly & Co. | Reduce -3.9% | 0.58% | −0.12 |
| BDX Becton Dickinson and Co. | Reduce -11.8% | 0.53% | −0.12 |
| DOW Dow Inc. | Sold out | 0.00% | −0.11 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.09 |
| CSX CSX Corp. | Sold out | 0.00% | −0.08 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.08 |
| SBSI Southside Bancshares Inc. | Sold out | 0.00% | −0.08 |
| BSMO Invesco Bulletshares 2024 MB | Sold out | 0.00% | −0.08 |
| CEG Constellation Energy | Sold out | 0.00% | −0.08 |
| INTC Intel Corp. | Reduce -24.6% | 0.13% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -24.5% | 0.14% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.43% | −0.07 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.07 |
| CAT Caterpillar Inc. | Reduce -14.5% | 0.27% | −0.07 |
| EXC Exelon Corp. | Sold out | 0.00% | −0.07 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.07 |
| SBUX Starbucks Corp. | Reduce -2.3% | 0.69% | −0.07 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.46% | −0.07 |
| MCD McDonald's Corp. | Reduce -10.4% | 0.37% | −0.07 |
| CCI Crown Castle Inc. | Reduce -0.4% | 0.17% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -20.5% | 0.18% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.59% | −0.05 |
| NUE Nucor Corp. | Reduce -7.8% | 0.12% | −0.05 |
| NEE Nextera Energy Inc. | Reduce -7.4% | 0.15% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.0% | 0.10% | −0.04 |
| F Ford Motor Co. | Sold out | 0.00% | −0.04 |
| GE General Electric | Reduce -5.3% | 0.17% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -7.4% | 0.16% | −0.03 |
| ABT Abbott Laboratories | Reduce -0.5% | 1.43% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -22.4% | 0.07% | −0.03 |
| GPC Genuine Parts Co. | Reduce -1.8% | 0.14% | −0.03 |
| JPRE JPMorgan Realty Income ETF | Reduce -2.0% | 0.23% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.3% | 0.08% | −0.02 |
| WM Waste Management Inc. | Reduce -5.8% | 0.23% | −0.02 |
| KO The Coca-Cola Co. | Reduce -1.1% | 0.13% | −0.02 |
| DE Deere & Co. | Reduce -10.6% | 0.19% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.19% | −0.02 |
| SO The Southern Co. | Reduce -0.7% | 0.17% | −0.02 |
| UPS United Parcel Service Class B | Reduce -9.1% | 0.09% | −0.02 |
| MMM 3M Co. | Reduce -4.3% | 0.15% | −0.02 |
| PPL PPL Corp. | Reduce -8.2% | 0.14% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| CSCO Cisco Systems Inc. | Add +146.7% | 0.80% | +0.51 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 2.67% | +0.32 |
| CGCB Cap Group Core Bond | Add +161.9% | 0.42% | +0.25 |
| TSLA Tesla Inc. | Add +0.3% | 0.44% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +10.6% | 1.35% | +0.14 |
| DIS The Walt Disney Co. | Add +1.4% | 1.00% | +0.14 |
| AMZN Amazon.com Inc. | Add +4.1% | 0.71% | +0.13 |
| COP Conocophillips | New | 0.12% | +0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.11% | +0.11 |
| MMIT Nylim Mackay Muni Intermedia | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.75% | +0.10 |
| HON Honeywell International Inc. | Add +0.3% | 1.24% | +0.10 |
| CGGR Cap Group Growth Equity | Add +35.3% | 0.32% | +0.10 |
| WINN Harbor Long-Term Growers ETF | Add +87.1% | 0.19% | +0.10 |
| ROK Rockwell Automation Inc. | Add +1.4% | 1.39% | +0.09 |
| MDYG SS SPDR S&P 400 MC GR ETF | Add +37.7% | 0.34% | +0.09 |
| EQT Eqt Corp. | New | 0.09% | +0.09 |
| CGGO Cap Group Global Growth | Add +17.1% | 0.68% | +0.08 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.07% | +0.07 |
| BNY Bank of New York Mellon Corp. | Add +75.4% | 0.16% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| CRM Salesforce Inc. | New | 0.07% | +0.07 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +30.2% | 0.31% | +0.07 |
| PYPL PayPal Holdings Inc. | Add +2.1% | 0.73% | +0.07 |
| BSCU Invesco Bulletshares 2030 CB | New | 0.07% | +0.07 |
| BSMT Invesco Bulletshares 2029 MB | Add +99.1% | 0.14% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +7.3% | 1.13% | +0.07 |
| ADP Automatic Data Processing | Add +0.1% | 1.38% | +0.06 |
| SLYV SS SPDR S&P 600 SC Val ETF | Add +13.7% | 0.42% | +0.05 |
| TJX TJX Companies Inc. | Add +0.1% | 2.43% | +0.05 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +37.5% | 0.18% | +0.04 |
| FIGB Fidelity Invest GRD BND ETF | Add +18.9% | 0.38% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +22.6% | 0.45% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +37.7% | 0.19% | +0.04 |
| PNC PNC Financial Services Group | Add +1.0% | 0.81% | +0.03 |
| JCPI JP Morgan Inflation MGD Bond | Add +22.2% | 0.22% | +0.03 |
| CGDV Cap Group Dividend Value | Add +6.9% | 1.19% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +5.9% | 0.76% | +0.03 |
| CGUS Cap Group Core Equity | Add +10.7% | 0.24% | +0.03 |
| CGXU Cap Group Intl Focus | Add +13.5% | 0.82% | +0.02 |
| FNB FNB Corp. | Add +1.1% | 0.48% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +1.3% | 0.20% | +0.02 |
| COR Cencora Inc. | Add +2.2% | 1.41% | +0.02 |
| OKE Oneok Inc. | Add +3.9% | 0.10% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +8.0% | 0.09% | +0.01 |
| IP International Paper Co. | Add +2.5% | 0.09% | +0.01 |
| MO Altria Group Inc. | Add +2.3% | 0.25% | +0.01 |
| TROW T Rowe Price Group Inc. | Add +7.2% | 0.10% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.77% | +0.01 |
| MA Mastercard Inc. Class A | Add +2.2% | 0.09% | +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 |