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
GEGe Aerospace
Recent Activity
Decreased -5.25%
0.18%
$486,860
2,919 shares@ $166.79 avg price
SOSouthern Co
Recent Activity
Decreased -0.69%
0.17%
$479,432
5,824 shares@ $82.33 avg price
NFLXNetflix Inc
Recent Activity
Decreased -1.85%
0.17%
$471,508
529 shares@ $891.32 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -7.35%
0.17%
$456,628
12,167 shares@ $37.54 avg price
NEENextera Energy Inc
Recent Activity
Decreased -7.38%
0.16%
$440,682
6,147 shares@ $71.7 avg price
RTXRtx Corporation
Recent Activity
Decreased -4.08%
0.16%
$429,324
3,710 shares@ $115.73 avg price
MMM3m Co
Recent Activity
Decreased -4.35%
0.15%
$422,447
3,273 shares@ $129.08 avg price
DOVDover Corp
Recent Activity
Decreased -4.3%
0.15%
$417,410
2,225 shares@ $187.6 avg price
PPLPpl Corp
Recent Activity
Decreased -8.15%
0.14%
$392,900
12,104 shares@ $32.47 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -24.53%
0.14%
$389,006
769 shares@ $505.86 avg price