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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
WBNDLegg Mason Etf Invt
Recent Activity
Exited
0%
$433,886
20,885 shares@ $20.78 avg price
DOWDow Inc
Recent Activity
Exited
0%
$306,228
5,606 shares@ $54.63 avg price
CARRCarrier Global Corporation
Recent Activity
Exited
0%
$240,746
2,991 shares@ $80.5 avg price
CSXCsx Corp
Recent Activity
Exited
0%
$233,112
6,751 shares@ $34.53 avg price
ERIEErie Indty Co
Recent Activity
Exited
0%
$232,123
430 shares@ $539.83 avg price
SBSISouthside Bancshares Inc
Recent Activity
Exited
0%
$222,243
6,648 shares@ $33.44 avg price
BSMOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$219,359
8,838 shares@ $24.82 avg price
CEGConstellation Energy Corp
Recent Activity
Exited
0%
$217,897
838 shares@ $260.03 avg price
NKENike Inc
Recent Activity
Exited
0%
$208,359
2,357 shares@ $88.41 avg price
EXCExelon Corp
Recent Activity
Exited
0%
$206,197
5,085 shares@ $40.56 avg price