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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
PEPPepsico Inc
Recent Activity
Decreased -0.19%
1.37%
$3.876M
25,490 shares@ $152.06 avg price
UGIUgi Corp New
Recent Activity
Decreased -5.2%
1%
$2.823M
99,987 shares@ $28.23 avg price
KHCKraft Heinz Co
Recent Activity
Decreased -1.74%
0.95%
$2.685M
87,441 shares@ $30.71 avg price
PFEPfizer Inc
Recent Activity
Decreased -8.35%
0.75%
$2.11M
79,516 shares@ $26.54 avg price
USBUs Bancorp Del
Recent Activity
Decreased -2.29%
0.72%
$2.025M
42,336 shares@ $47.84 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -2.26%
0.7%
$1.963M
21,512 shares@ $91.25 avg price
WMTWalmart Inc
Recent Activity
Decreased -1.94%
0.6%
$1.686M
18,659 shares@ $90.36 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.84%
0.58%
$1.641M
2,125 shares@ $772.0 avg price
VVisa Inc
Recent Activity
Decreased -2.41%
0.54%
$1.519M
4,807 shares@ $316.05 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -11.8%
0.54%
$1.516M
6,684 shares@ $226.87 avg price