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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
VOOVanguard Index Fds
Recent Activity
Increased 10.63%
1.35%
$3.836M
7,120 shares@ $538.78 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.32%
1.24%
$3.524M
15,601 shares@ $225.89 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.49%
1.2%
$3.396M
15,450 shares@ $219.84 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 6.88%
1.2%
$3.386M
96,035 shares@ $35.27 avg price
DDominion Energy Inc
Recent Activity
Increased 6.36%
1.15%
$3.258M
60,489 shares@ $53.86 avg price
SPMDSpdr Ser Tr
Recent Activity
Increased 7.26%
1.14%
$3.226M
58,980 shares@ $54.69 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 2.03%
1.09%
$3.095M
16,874 shares@ $183.42 avg price
DISDisney Walt Co
Recent Activity
Increased 1.45%
1%
$2.843M
25,528 shares@ $111.35 avg price
ETNEaton Corp Plc
Recent Activity
Increased 0.53%
1%
$2.839M
8,555 shares@ $331.86 avg price
AVYAvery Dennison Corp
Recent Activity
Increased 0.88%
0.88%
$2.489M
13,301 shares@ $187.13 avg price