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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
AAPLApple Inc
Recent Activity
Decreased -2.16%
8.07%
$22.942M
91,615 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -1.16%
5.93%
$16.852M
39,982 shares@ $421.51 avg price
NVDANvidia Corporation
Recent Activity
Decreased -1.26%
5.01%
$14.234M
105,991 shares@ $134.29 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.09%
2.84%
$8.059M
33,618 shares@ $239.72 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.78%
2.67%
$7.581M
39,810 shares@ $190.44 avg price
ORCLOracle Corp
Recent Activity
Decreased -2.55%
2.59%
$7.341M
44,052 shares@ $166.64 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 0.16%
2.43%
$6.901M
57,125 shares@ $120.81 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.41%
2.18%
$6.187M
34,815 shares@ $177.71 avg price
BXBlackstone Inc
Recent Activity
Decreased -2.01%
2.16%
$6.143M
35,628 shares@ $172.42 avg price
HDHome Depot Inc
Recent Activity
Increased 1.48%
1.98%
$5.621M
14,449 shares@ $389.0 avg price