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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
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -1.28%
0.27%
$758,362
3,840 shares@ $197.5 avg price
TAt&t Inc
Recent Activity
Decreased -4.57%
0.26%
$717,021
31,490 shares@ $22.77 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -0.53%
0.24%
$670,366
3,156 shares@ $212.42 avg price
WMWaste Mgmt Inc Del
Recent Activity
Decreased -5.75%
0.24%
$661,064
3,276 shares@ $201.79 avg price
JPREJ P Morgan Exchange Traded F
Recent Activity
Decreased -2.03%
0.23%
$642,582
13,591 shares@ $47.28 avg price
DUKDuke Energy Corp New
Recent Activity
Decreased -0.49%
0.2%
$544,087
5,050 shares@ $107.74 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -1.01%
0.19%
$536,122
2,351 shares@ $228.04 avg price
DEDeere & Co
Recent Activity
Decreased -10.59%
0.19%
$532,563
1,257 shares@ $423.68 avg price
IJHIshares Tr
Recent Activity
Decreased -20.47%
0.19%
$514,400
8,256 shares@ $62.31 avg price
CCICrown Castle Inc
Recent Activity
Decreased -0.39%
0.18%
$497,274
5,479 shares@ $90.76 avg price