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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
GPCGenuine Parts Co
Recent Activity
Decreased -1.81%
0.14%
$384,958
3,297 shares@ $116.77 avg price
INTCIntel Corp
Recent Activity
Decreased -24.64%
0.14%
$375,053
18,706 shares@ $20.05 avg price
KOCoca Cola Co
Recent Activity
Decreased -1.11%
0.13%
$363,412
5,837 shares@ $62.27 avg price
NUENucor Corp
Recent Activity
Decreased -7.8%
0.12%
$332,040
2,845 shares@ $116.72 avg price
WSBCWesbanco Inc
Recent Activity
Decreased -7.79%
0.12%
$323,773
9,950 shares@ $32.54 avg price
BABoeing Co
Recent Activity
Decreased -5.29%
0.12%
$316,398
1,788 shares@ $176.96 avg price
PNRPentair Plc
Recent Activity
Decreased -3.34%
0.11%
$305,140
3,032 shares@ $100.64 avg price
NVONovo-nordisk A S
Recent Activity
Decreased -2.98%
0.1%
$279,565
3,250 shares@ $86.02 avg price
FDXFedex Corp
Recent Activity
Decreased -0.8%
0.1%
$279,079
992 shares@ $281.33 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -9.09%
0.1%
$269,602
2,138 shares@ $126.11 avg price