Bill Few Associates, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Bill Few Associates, Inc. held in its portfolio 189 assets valued at $406,846,700 (i.e. $406.85M).
The most valuable assets in the portfolio included: J P MORGAN EXCHANGE TRADED F ($38.73M), APPLE INC ($25.14M), and SPDR SERIES TRUST ($18.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 189 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bill Few Associates, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 758534 | 38730733 | MORTGAGE BACKED |
| APPLE INC | 92477 | 25140917 | COM |
| SPDR SERIES TRUST | 274013 | 18916663 | STATE STREET SPD |
| MICROSOFT CORP | 38895 | 18810552 | COM |
| NVIDIA CORPORATION | 92584 | 17266984 | COM |
| ALPHABET INC | 40205 | 12616386 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 33484 | 10789076 | COM |
| ABBVIE INC | 41883 | 9569837 | COM |
| TJX COS INC NEW | 56722 | 8713122 | COM |
| ORACLE CORP | 43952 | 8566684 | COM |
| AMERICAN EXPRESS CO | 16323 | 6038820 | COM |
| CENCORA INC | 17877 | 6038051 | COM |
| EXXON MOBIL CORP | 49801 | 5993095 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 132452 | 5780211 | SHS CREATION UNI |
| BLACKSTONE INC | 36950 | 5695449 | COM |
| ROCKWELL AUTOMATION INC | 14189 | 5520689 | COM |
| ABBOTT LABS | 43321 | 5427636 | COM |
| INTERNATIONAL BUSINESS MACHS | 18115 | 5365926 | COM |
| BERKSHIRE HATHAWAY INC DEL | 10358 | 5206449 | CL B NEW |
| HOME DEPOT INC | 15041 | 5175564 | COM |
| APPLIED MATLS INC | 19505 | 5012665 | COM |
| VANGUARD INDEX FDS | 7809 | 4897010 | S&P 500 ETF SHS |
| PROCTER AND GAMBLE CO | 33845 | 4850298 | COM |
| CISCO SYS INC | 61959 | 4772724 | COM |
| VERIZON COMMUNICATIONS INC | 116345 | 4738722 | COM |
| CHEVRON CORP NEW | 28970 | 4415307 | COM |
| DOMINION ENERGY INC | 72926 | 4272762 | COM |
| TRUST FOR PROFESSIONAL MANAG | 157541 | 4263784 | JENSEN QUALITY |
| PEPSICO INC | 28035 | 4023564 | COM |
| ALPHABET INC | 12546 | 3926898 | CAP STK CL A |
| CAPITAL GROUP GBL GROWTH EQT | 109421 | 3791438 | SHS CREATION UNI |
| AMERICAN TOWER CORP NEW | 20011 | 3513276 | COM |
| AUTOMATIC DATA PROCESSING IN | 13417 | 3451248 | COM |
| UGI CORP NEW | 91132 | 3411080 | COM |
| HONEYWELL INTL INC | 17198 | 3355120 | COM |
| EATON CORP PLC | 9300 | 2962037 | SHS |
| DISNEY WALT CO | 25792 | 2934369 | COM |
| PNC FINL SVCS GROUP INC | 13541 | 2826454 | COM |
| AVERY DENNISON CORP | 14611 | 2657511 | COM |
| CAPITAL GROUP INTERNATIONAL | 76316 | 2657323 | SHS |
| CAPITAL GROUP GROWTH ETF | 54474 | 2422464 | SHS CREATION UNI |
| ELI LILLY & CO | 2221 | 2386864 | COM |
| US BANCORP DEL | 44427 | 2370650 | COM NEW |
| CAPITAL GROUP INTL FOCUS EQT | 80180 | 2369311 | SHS CREATION UNI |
| AMAZON COM INC | 10117 | 2335206 | COM |
| KRAFT HEINZ CO | 88037 | 2134898 | COM |
| PFIZER INC | 85542 | 2130002 | COM |
| SPDR S&P 500 ETF TR | 2977 | 2029917 | TR UNIT |
| WALMART INC | 18002 | 2005573 | COM |
| STARBUCKS CORP | 22883 | 1927011 | COM |
| JOHNSON & JOHNSON | 9211 | 1906121 | COM |
| SPDR INDEX SHS FDS | 38801 | 1723152 | PORTFOLIO DEVLPD |
| VISA INC | 4724 | 1656893 | COM CL A |
| J P MORGAN EXCHANGE TRADED F | 16946 | 1572589 | ACTIVE GROWTH |
| PAYPAL HLDGS INC | 25903 | 1512237 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| VANGUARD INDEX FDS | 4467 | 1497651 | TOTAL STK MKT |
| F N B CORP | 87155 | 1490359 | COM |
| FIDELITY MERRIMACK STR TR | 34153 | 1483257 | INVESTMENT GR BD |
| INVESCO QQQ TR | 2398 | 1472883 | UNIT SER 1 |
| RAYMOND JAMES FINL INC | 8595 | 1380271 | COM |
| ISHARES TR | 14193 | 1366360 | RUS MID CAP ETF |
| BECTON DICKINSON & CO | 7016 | 1361533 | COM |
| MERCK & CO INC | 12921 | 1360099 | COM |
| CAPITAL GRP FIXED INCM ETF T | 47671 | 1264235 | CORE BOND ETF |
| SPDR S&P MIDCAP 400 ETF TR | 2036 | 1228278 | UTSER1 S&PDCRP |
| CATERPILLAR INC | 2109 | 1208031 | COM |
| CAPITAL GROUP CORE EQUITY ET | 29483 | 1186101 | SHS CREATION UNI |
| T ROWE PRICE ETF INC | 25651 | 1153525 | PRICE DIV GRWT |
| RBB FUND TRUST | 24555 | 1130193 | FIRST EAGLE GBL |
| MCDONALDS CORP | 3585 | 1095626 | COM |
| VANGUARD INTL EQUITY INDEX F | 14850 | 1092366 | ALLWRLD EX US |
| PHILIP MORRIS INTL INC | 6582 | 1055740 | COM |
| ISHARES TR | 1446 | 990423 | CORE S&P500 ETF |
| JOHN HANCOCK EXCHANGE TRADED | 27870 | 980467 | DISCIPLINED VAL |
| TAIWAN SEMICONDUCTOR MFG LTD | 3134 | 952391 | SPONSORED ADS |
| TESLA INC | 2079 | 934968 | COM |
| PPG INDS INC | 8980 | 920084 | COM |
| GE AEROSPACE | 2867 | 883090 | COM NEW |
| STRYKER CORPORATION | 2488 | 874482 | COM |
| DEERE & CO | 1878 | 874310 | COM |
| ISHARES TR | 3549 | 873622 | RUSSELL 2000 ETF |
| AT&T INC | 33014 | 820073 | COM |
| ALTRIA GROUP INC | 14191 | 818262 | COM |
| J P MORGAN EXCHANGE TRADED F | 10859 | 778807 | ACTIVE VALUE ETF |
| WASTE MGMT INC DEL | 3465 | 761295 | COM |
| J P MORGAN EXCHANGE TRADED F | 16261 | 759551 | REALTY INCOME ET |
| META PLATFORMS INC | 1136 | 749912 | CL A |
| COSTCO WHSL CORP NEW | 849 | 732129 | COM |
| BANK NEW YORK MELLON CORP | 6197 | 719369 | COM |
| RTX CORPORATION | 3754 | 688488 | COM |
| HARBOR ETF TRUST | 21911 | 681533 | LONG TERM GROWER |
| VALERO ENERGY CORP | 4005 | 652054 | COM |
| J P MORGAN EXCHANGE TRADED F | 13417 | 646565 | INFLATION MANAGE |
| MARATHON PETE CORP | 3942 | 641087 | COM |
| LOCKHEED MARTIN CORP | 1298 | 628018 | COM |
| UNION PAC CORP | 2681 | 620169 | COM |
| AMGEN INC | 1853 | 606389 | COM |
| DUKE ENERGY CORP NEW | 5123 | 600454 | COM NEW |
| 3M CO | 3626 | 580488 | COM |
| MARSH & MCLENNAN COS INC | 3085 | 572329 | COM |
| CAPITAL GRP FIXED INCM ETF T | 19352 | 529858 | MUNICIPAL INCOME |
| NEXTERA ENERGY INC | 6597 | 529575 | COM |
| INTEL CORP | 14288 | 527223 | COM |
| SPROTT ASSET MANAGEMENT LP | 22150 | 523848 | PHYSICAL SILVER |
| BRISTOL-MYERS SQUIBB CO | 9690 | 522656 | COM |
| KIMBERLY-CLARK CORP | 5112 | 515771 | COM |
| NETFLIX INC | 5375 | 503960 | COM |
| WABTEC | 2360 | 503685 | COM |
| LAM RESEARCH CORP | 2909 | 497963 | COM NEW |
| ISHARES TR | 7536 | 497343 | CORE S&P MCP ETF |
| NUCOR CORP | 3047 | 496924 | COM |
| GE VERNOVA INC | 744 | 486256 | COM |
| PPL CORP | 13126 | 459678 | COM |
| DIMENSIONAL ETF TRUST | 6573 | 457941 | US SMALL CAP ETF |
| EQT CORP | 8455 | 453188 | COM |
| DOVER CORP | 2229 | 435173 | COM |
| PALANTIR TECHNOLOGIES INC | 2439 | 433532 | CL A |
| SOUTHERN CO | 4913 | 428398 | COM |
| CONOCOPHILLIPS | 4564 | 427236 | COM |
| FIRST COMWLTH FINL CORP PA | 25260 | 425890 | COM |
| COCA COLA CO | 6079 | 424983 | COM |
| INVESCO EXCH TRD SLF IDX FD | 17462 | 412889 | BULSHS 2026 MUNI |
| GENUINE PARTS CO | 3358 | 412860 | COM |
| SHELL PLC | 5531 | 406419 | SPON ADS |
| INVESCO EXCH TRD SLF IDX FD | 17119 | 405125 | BULSHS 2027 MUNI |
| SCHWAB STRATEGIC TR | 15189 | 398407 | US BRD MKT ETF |
| WELLS FARGO CO NEW | 4263 | 397312 | COM |
| GENERAL DYNAMICS CORP | 1151 | 387425 | COM |
| FRANKLIN TEMPLETON ETF TR | 15302 | 380561 | FRANKLIN DYN MUN |
| GILEAD SCIENCES INC | 3057 | 375241 | COM |
| NORFOLK SOUTHN CORP | 1293 | 373315 | COM |
| CONSTELLATION ENERGY CORP | 1020 | 360344 | COM |
| CROWN CASTLE INC | 4046 | 359593 | COM |
| BOEING CO | 1628 | 353376 | COM |
| FIFTH THIRD BANCORP | 7429 | 347751 | COM |
| LAZARD ACTIVE ETF TR | 10907 | 331012 | INTL DYNAMIC EQT |
| LOWES COS INC | 1353 | 326377 | COM |
| NEW YORK LIFE INVTS ACTIVE E | 13132 | 319502 | NYLI MACKAY MUN |
| VANGUARD MUN BD FDS | 6334 | 318537 | TAX EXEMPT BD |
| INVESCO EXCH TRD SLF IDX FD | 15339 | 315983 | INVSCO BLSH 28 |
| PALO ALTO NETWORKS INC | 1699 | 312956 | COM |
| INVESCO EXCH TRD SLF IDX FD | 11919 | 308166 | INVESCO BULLETSH |
| STEEL DYNAMICS INC | 1818 | 308060 | COM |
| HOWMET AEROSPACE INC | 1494 | 306300 | COM |
| INVESCO EXCH TRD SLF IDX FD | 12157 | 305262 | BULLETSHS 32 MUN |
| KLA CORP | 251 | 305004 | COM NEW |
| THERMO FISHER SCIENTIFIC INC | 523 | 303052 | COM |
| INVESCO EXCH TRD SLF IDX FD | 13062 | 302385 | BULSHS 2029 MUNI |
| INVESCO EXCH TRD SLF IDX FD | 12836 | 301646 | BULSHS 2028 MUNI |
| FEDEX CORP | 1042 | 301108 | COM |
| CSX CORP | 8288 | 300440 | COM |
| MORGAN STANLEY ETF TRUST | 5956 | 294658 | EATON VANCE FLTG |
| ABRDN SILVER ETF TRUST | 4300 | 290852 | PHYSCL SILVR SHS |
| INVESCO EXCH TRD SLF IDX FD | 17160 | 290347 | INVSCO 30 CORP |
| WESBANCO INC | 8568 | 284785 | COM |
| CORNING INC | 3200 | 280192 | COM |
| ARCHER DANIELS MIDLAND CO | 4865 | 279694 | COM |
| INVESCO EXCH TRD SLF IDX FD | 16600 | 277137 | BULETSHS 2031 CP |
| PRICE T ROWE GROUP INC | 2699 | 276333 | COM |
| OLD REP INTL CORP | 6041 | 275711 | COM |
| UNITEDHEALTH GROUP INC | 819 | 270464 | COM |
| PUBLIC STORAGE OPER CO | 1037 | 269199 | COM |
| CITIGROUP INC | 2302 | 268610 | COM NEW |
| ISHARES TR | 561 | 265521 | RUS 1000 GRW ETF |
| CARDINAL HEALTH INC | 1288 | 264683 | COM |
| SPDR GOLD TR | 667 | 264339 | GOLD SHS |
| ISHARES TR | 2752 | 264305 | MSCI EAFE ETF |
| PENTAIR PLC | 2497 | 260038 | SHS |
| EXELON CORP | 5951 | 259412 | COM |
| ISHARES TR | 2148 | 258147 | CORE S&P SCP ETF |
| CHUBB LIMITED | 791 | 246887 | COM |
| UNITED PARCEL SERVICE INC | 2454 | 243453 | CL B |
| MASTERCARD INCORPORATED | 426 | 243195 | CL A |
| VANGUARD TAX-MANAGED FDS | 3860 | 241134 | VAN FTSE DEV MKT |
| EMERSON ELEC CO | 1743 | 231376 | COM |
| ISHARES TR | 1798 | 221621 | S&P 500 GRWT ETF |
| GENERAL MLS INC | 4751 | 220943 | COM |
| ADVANCED MICRO DEVICES INC | 1023 | 219086 | COM |
| INVESCO EXCH TRD SLF IDX FD | 11600 | 218486 | BULETSHS 2029 |
| SOUTHSIDE BANCSHARES INC | 7131 | 216718 | COM |
| ISHARES TR | 1700 | 215339 | GLOBAL 100 ETF |
| BALCHEM CORP | 1400 | 214704 | COM |
| QUALCOMM INC | 1248 | 213497 | COM |
| ONEOK INC NEW | 2870 | 210945 | COM |
| COMCAST CORP NEW | 7013 | 209620 | CL A |
| SELECT SECTOR SPDR TR | 4829 | 206146 | STATE STREET UTI |
| VANGUARD WHITEHALL FDS | 2282 | 205380 | INTL HIGH ETF |
| ISHARES TR | 2669 | 200015 | RUSEL 2500 ETF |
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