Bill Few Associates, Inc.

CIK: 0001914644SEC EDGAR →

Portfolio Value

$406.8B

Holdings

196

As of

Q4 2025

New Positions

196

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

J P MORGAN EXCHANGE TRADED F

758,534$38.7B
9.52%
2

APPLE INC

92,477$25.1B
6.18%
3

MICROSOFT CORP

38,895$18.8B
4.62%
4

NVIDIA CORPORATION

92,584$17.3B
4.24%
5

ALPHABET INC

40,205$12.6B
3.10%
6

JPMORGAN CHASE & CO.

33,484$10.8B
2.65%
7

ABBVIE INC

41,883$9.6B
2.35%
8

TJX COS INC NEW

56,722$8.7B
2.14%
9

ORACLE CORP

43,952$8.6B
2.11%
10

AMERICAN EXPRESS CO

16,323$6.0B
1.48%

Quarterly Changes

Top Buys

JMTGNEW
$38.7B
AAPLNEW
$25.1B
MSFTNEW
$18.8B
NVDANEW
$17.3B
GOOGNEW
$12.6B

Top Sells

No sells this quarter

New Positions (196)

$38.7B · 759K shares
$25.1B · 92K shares
$18.8B · 39K shares
$17.3B · 93K shares
$12.6B · 40K shares
$10.8B · 33K shares
$9.6B · 42K shares
$8.7B · 57K shares
$8.6B · 44K shares
$6.0B · 18K shares
$6.0B · 16K shares
$6.0B · 50K shares
$5.9B · 101K shares
$5.8B · 132K shares
$5.7B · 37K shares
$5.5B · 14K shares
$5.4B · 43K shares
$5.4B · 18K shares
$5.2B · 10K shares
$5.2B · 15K shares
$5.0B · 20K shares
$4.9B · 8K shares
$4.8B · 34K shares
$4.8B · 62K shares
$4.7B · 116K shares
$4.4B · 29K shares
$4.3B · 73K shares
$4.3B · 158K shares
$4.0B · 28K shares
$3.9B · 13K shares
$3.8B · 109K shares
$3.5B · 20K shares
$3.5B · 13K shares
$3.4B · 91K shares
$3.4B · 17K shares
$3.1B · 33K shares
$3.0B · 9K shares
$2.9B · 26K shares
$2.9B · 34K shares
$2.8B · 14K shares
$2.7B · 76K shares
$2.7B · 15K shares
$2.6B · 55K shares
$2.4B · 54K shares
$2.4B · 2K shares
$2.4B · 44K shares
$2.4B · 80K shares
$2.3B · 10K shares
$2.1B · 88K shares
$2.1B · 86K shares
$2.0B · 3K shares
$2.0B · 18K shares
$1.9B · 23K shares
$1.9B · 9K shares
$1.8B · 20K shares
$1.7B · 39K shares
$1.7B · 5K shares
$1.6B · 17K shares
$1.5B · 26K shares
$1.5B · 2 shares
$1.5B · 4K shares
$1.5B · 87K shares
$1.5B · 34K shares
$1.5B · 2K shares
$1.4B · 9K shares
$1.4B · 13K shares
$1.4B · 14K shares
$1.4B · 7K shares
$1.4B · 13K shares
$1.3B · 48K shares
$1.2B · 2K shares
$1.2B · 2K shares
$1.2B · 29K shares
$1.2B · 26K shares
$1.1B · 25K shares
$1.1B · 4K shares
$1.1B · 15K shares
$1.1B · 7K shares
$990.0M · 1K shares
$980.0M · 28K shares
$952.0M · 3K shares
$934.0M · 2K shares
$920.0M · 9K shares
$883.0M · 3K shares
$874.0M · 2K shares
$874.0M · 2K shares
$873.0M · 4K shares
$873.0M · 9K shares
$820.0M · 33K shares
$818.0M · 14K shares
$778.0M · 11K shares
$761.0M · 3K shares
$759.0M · 16K shares
$749.0M · 1K shares
$732.0M · 849 shares
$719.0M · 6K shares
$688.0M · 4K shares
$681.0M · 22K shares
$652.0M · 4K shares
$646.0M · 13K shares
$641.0M · 4K shares
$628.0M · 1K shares
$620.0M · 3K shares
$606.0M · 2K shares
$600.0M · 5K shares
$580.0M · 4K shares
$572.0M · 3K shares
$529.0M · 19K shares
$529.0M · 7K shares
$527.0M · 14K shares
$523.0M · 22K shares
$522.0M · 10K shares
$515.0M · 5K shares
$503.0M · 2K shares
$503.0M · 5K shares
$497.0M · 3K shares
$497.0M · 8K shares
$496.0M · 3K shares
$486.0M · 744 shares
$465.0M · 8K shares
$459.0M · 13K shares
$457.0M · 7K shares
$453.0M · 8K shares
$435.0M · 2K shares
$433.0M · 2K shares
$428.0M · 5K shares
$427.0M · 5K shares
$425.0M · 25K shares
$424.0M · 6K shares
$412.0M · 17K shares
$412.0M · 3K shares
$406.0M · 6K shares
$405.0M · 17K shares
$398.0M · 15K shares
$397.0M · 4K shares
$387.0M · 1K shares
$380.0M · 15K shares
$375.0M · 3K shares
$373.0M · 1K shares
$360.0M · 1K shares
$359.0M · 4K shares
$353.0M · 2K shares
$347.0M · 7K shares
$331.0M · 11K shares
$326.0M · 1K shares
$319.0M · 13K shares
$318.0M · 6K shares
$315.0M · 15K shares
$312.0M · 2K shares
$308.0M · 12K shares
$308.0M · 2K shares
$306.0M · 1K shares
$305.0M · 12K shares
$305.0M · 251 shares
$303.0M · 523 shares
$302.0M · 13K shares
$301.0M · 1K shares
$301.0M · 13K shares
$300.0M · 8K shares
$294.0M · 6K shares
$290.0M · 17K shares
$290.0M · 4K shares
$284.0M · 9K shares
$280.0M · 3K shares
$279.0M · 5K shares
$277.0M · 17K shares
$276.0M · 3K shares
$275.0M · 6K shares
$270.0M · 819 shares
$269.0M · 1K shares
$268.0M · 2K shares
$265.0M · 561 shares
$264.0M · 1K shares
$264.0M · 3K shares
$264.0M · 667 shares
$260.0M · 2K shares
$259.0M · 6K shares
$258.0M · 2K shares
$246.0M · 791 shares
$243.0M · 2K shares
$243.0M · 426 shares
$241.0M · 4K shares
$231.0M · 2K shares
$221.0M · 2K shares
$220.0M · 5K shares
$219.0M · 1K shares
$218.0M · 12K shares
$216.0M · 7K shares
$215.0M · 2K shares
$214.0M · 1K shares
$213.0M · 1K shares
$210.0M · 3K shares
$209.0M · 7K shares
$206.0M · 5K shares
$205.0M · 2K shares
$200.0M · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services84$157.5B38.7%
Technology18$89.2B21.9%
Industrials24$27.9B6.9%
Healthcare14$27.4B6.7%
Consumer Cyclical9$27.0B6.6%
Communication Services7$21.8B5.3%
Consumer Defensive10$16.0B3.9%
Energy8$13.2B3.2%
Unknown8$10.7B2.6%
Utilities8$10.5B2.6%
Real Estate2$3.8B0.9%
Basic Materials4$1.9B0.5%