Kimberly Byrne

@Bill Few Associates, Inc.

Latest period2024 - Q4

Reported1d ago

Managed Assets$284.457M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
COPConocophillips Recent Activity New Position	0.12%	$329,046 3,318 shares@ $99.17 avg price	New Position
VTEBVanguard Mun Bd Fds Recent Activity New Position	0.12%	$317,523 6,334 shares@ $50.13 avg price	New Position
MMITNew York Life Invts Active E Recent Activity New Position	0.12%	$315,299 13,132 shares@ $24.01 avg price	New Position
EQTEqt Corp Recent Activity New Position	0.09%	$247,288 5,363 shares@ $46.12 avg price	New Position
BSCSInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.08%	$210,962 10,480 shares@ $20.13 avg price	New Position
LRCXLam Research Corp Recent Activity New Position	0.08%	$209,467 2,900 shares@ $72.23 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.08%	$208,622 624 shares@ $334.34 avg price	New Position
BSCUInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.07%	$198,486 12,125 shares@ $16.37 avg price	New Position