test

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
CGXUCapital Group Intl Focus Eqt
Recent Activity
Increased 13.53%
0.83%
$2.34M
94,860 shares@ $24.68 avg price
PNCPnc Finl Svcs Group Inc
Recent Activity
Increased 0.98%
0.81%
$2.297M
11,908 shares@ $192.86 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 146.67%
0.81%
$2.284M
38,583 shares@ $59.21 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.03%
0.78%
$2.191M
3,738 shares@ $586.03 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 5.94%
0.76%
$2.157M
48,008 shares@ $44.92 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.37%
0.75%
$2.128M
11,240 shares@ $189.3 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 2.1%
0.73%
$2.075M
24,315 shares@ $85.35 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.09%
0.72%
$2.023M
9,222 shares@ $219.4 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Increased 17.08%
0.69%
$1.948M
66,678 shares@ $29.22 avg price
FNBF N B Corp
Recent Activity
Increased 1.13%
0.48%
$1.365M
92,332 shares@ $14.78 avg price