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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
RJFRaymond James Finl Inc
Recent Activity
Decreased -4.95%
0.53%
$1.49M
9,595 shares@ $155.33 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -9.85%
0.52%
$1.473M
9,055 shares@ $162.64 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.78%
0.47%
$1.311M
9,064 shares@ $144.62 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -1.8%
0.43%
$1.22M
12,267 shares@ $99.48 avg price
IVVIshares Tr
Recent Activity
Decreased -2.63%
0.39%
$1.089M
1,850 shares@ $588.68 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -2.21%
0.37%
$1.047M
11,914 shares@ $87.91 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -10.44%
0.37%
$1.046M
3,610 shares@ $289.88 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -2.56%
0.31%
$862,669
7,168 shares@ $120.36 avg price
SYKStryker Corporation
Recent Activity
Decreased -1.82%
0.3%
$850,438
2,362 shares@ $360.05 avg price
CATCaterpillar Inc
Recent Activity
Decreased -14.54%
0.27%
$763,292
2,104 shares@ $362.79 avg price