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Kimberly Byrne

@Bill Few Associates, Inc.

Latest period2024 - Q4ReportedManaged Assets$284.457MTotal holdings174
Assets growth rate0.95%Assets growth rate (2-Q avg)4.56%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Bill Few Associates, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 174 positions.

Assets under management

The assets under management (AUM) of Bill Few Associates, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 284.457M in assets, with a quarterly growth rate of 0.95% and a 2-quarter average growth rate of 4.56%. The portfolio is managed by Kimberly Byrne, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -2.16%
8.07%
$22.942M
91,615 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.16%
5.93%
$16.852M
39,982 shares@ $421.51 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.26%
5.01%
$14.234M
105,991 shares@ $134.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.09%
2.84%
$8.059M
33,618 shares@ $239.72 avg price
ORCLOracle Corp
Recent Activity
Decreased -2.55%
2.59%
$7.341M
44,052 shares@ $166.64 avg price
BXBlackstone Inc
Recent Activity
Decreased -2.01%
2.16%
$6.143M
35,628 shares@ $172.42 avg price
AXPAmerican Express Co
Recent Activity
Decreased -1.51%
1.77%
$5.027M
16,936 shares@ $296.8 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.7%
1.75%
$4.962M
46,128 shares@ $107.57 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.52%
1.6%
$4.523M
9,979 shares@ $453.28 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.5%
1.43%
$4.066M
35,946 shares@ $113.11 avg price