Bill-Few-Associates

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "RJF",
  "MMM",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "LOW",
  null,
  null,
  null,
  null,
  null,
  "CCI",
  "DUK",
  "D",
  "PNR",
  "FITB",
  null,
  null,
  null,
  "GD",
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  "UNP",
  null,
  "QCOM",
  null,
  "AMAT",
  "META",
  null,
  null,
  "IJH",
  null,
  "LRCX",
  null,
  "MPC",
  "MMC",
  "MA",
  "MSFT",
  "MDLZ",
  "EQT",
  "EXC",
  "GE",
  "GPC",
  "ADM",
  "BX",
  "ANSS",
  "ORCL",
  "KHC",
  "OKE",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "OGN",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "ROK",
  null,
  "SHEL",
  "RTX",
  "SPDW",
  null,
  "SPYG",
  "AMT",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TMO",
  "TJX",
  "UPS",
  null,
  "TSM",
  "DD",
  null,
  null,
  "UGI",
  "AVY",
  "AFL",
  "DOV",
  "WAB",
  "IP",
  "WEC",
  "WM",
  "IWR",
  "FCF",
  "NVO",
  "AMZN",
  "SCHB",
  "FNB",
  "VEU",
  "USB",
  "VLO",
  "VTEB",
  "VOO",
  "V",
  "WMT",
  "WSBC",
  "WFC",
  null,
  "JNPR",
  "NSC",
  "SO",
  "PPL",
  null,
  null,
  "ORI",
  null,
  "SPYV",
  "PSA",
  "NUE",
  null,
  "FDX",
  "KMB",
  "ADP",
  "BCPC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BA",
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "ED",
  "COST",
  "CSX",
  "DE",
  null,
  null,
  "EFA",
  "NEE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 174
Total Value: 279825772
Accession Number: 0001172661-25-001687
Form Type: 13F-HR
CIK: bill-few-associates
Manager Name: Bill-Few-Associates

Data Enrichment

82% identified

142 identified32 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

174 positions • $279.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:91.2K

Value:$20.3M

% of Portfolio:7.2% ($20.3M/$279.8M)

MICROSOFT CORP

MSFT|594918104

Shares:40.1K

Value:$15.0M

% of Portfolio:5.4% ($15.0M/$279.8M)

NVIDIA CORP

NVDA|67066G104

Shares:105.8K

Value:$11.5M

% of Portfolio:4.1% ($11.5M/$279.8M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:33.3K

Value:$8.2M

% of Portfolio:2.9% ($8.2M/$279.8M)

AbbVie Inc.

ABBV|00287Y109

Shares:34.8K

Value:$7.3M

% of Portfolio:2.6% ($7.3M/$279.8M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:57.5K

Value:$7.0M

% of Portfolio:2.5% ($7.0M/$279.8M)

Alphabet Inc.

GOOG|02079K107

Shares:39.6K

Value:$6.2M

% of Portfolio:2.2% ($6.2M/$279.8M)

ORACLE CORP

ORCL|68389X105

Shares:44.0K

Value:$6.2M

% of Portfolio:2.2% ($6.2M/$279.8M)

PROCTER & GAMBLE Co

PG|742718109

Shares:32.6K

Value:$5.6M

% of Portfolio:2.0% ($5.6M/$279.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.4K

Value:$5.5M

% of Portfolio:2.0% ($5.5M/$279.8M)

EXXON MOBIL CORP

XOM|30231G102

Shares:46.2K

Value:$5.5M

% of Portfolio:2.0% ($5.5M/$279.8M)

HOME DEPOT, INC.

HD|437076102

Shares:14.4K

Value:$5.3M

% of Portfolio:1.9% ($5.3M/$279.8M)

Blackstone Inc.

BX|09260D107

Shares:35.6K

Value:$5.0M

% of Portfolio:1.8% ($5.0M/$279.8M)

03073E105

Shares:17.9K

Value:$5.0M

% of Portfolio:1.8% ($5.0M/$279.8M)

ABBOTT LABORATORIES

ABT|002824100

Shares:36.0K

Value:$4.8M

% of Portfolio:1.7% ($4.8M/$279.8M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:104.1K

Value:$4.7M

% of Portfolio:1.7% ($4.7M/$279.8M)

CHEVRON CORP

CVX|166764100

Shares:27.7K

Value:$4.6M

% of Portfolio:1.7% ($4.6M/$279.8M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:16.7K

Value:$4.5M

% of Portfolio:1.6% ($4.5M/$279.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:13.4K

Value:$4.1M

% of Portfolio:1.5% ($4.1M/$279.8M)

PEPSICO INC

PEP|713448108

Shares:25.7K

Value:$3.9M

% of Portfolio:1.4% ($3.9M/$279.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	91.2K	QoQ -0.42% (-387) YoY -4.95% (-4.8K)	All Managers (Combined)	$20.3M	7.2% ($20.3M/$279.8M)	QoQ -11.67% (-$2.7M) YoY +23.11% (-$3.8M)
MICROSOFT CORP(MSFTcusip594918104)	40.1K	QoQ +0.19% (-78) YoY -0.92% (-372)	All Managers (Combined)	$15.0M	5.4% ($15.0M/$279.8M)	QoQ -10.76% (-$1.8M) YoY -11.59% (-$2.0M)
NVIDIA CORP(NVDAcusip67066G104)	105.8K	QoQ -0.17% (-190) YoY +733.99% (+93.1K)	All Managers (Combined)	$11.5M	4.1% ($11.5M/$279.8M)	QoQ -19.43% (-$2.8M) YoY +0.03% (+$4.2K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	33.3K	QoQ -0.84% (-283) YoY -4.43% (-1.5K)	All Managers (Combined)	$8.2M	2.9% ($8.2M/$279.8M)	QoQ +1.47% (-$118.5K) YoY +17.03% (-$1.2M)
AbbVie Inc.(ABBVcusip00287Y109)	34.8K	QoQ -0.09% (-34) YoY +0.28% (+100)	All Managers (Combined)	$7.3M	2.6% ($7.3M/$279.8M)	QoQ +17.78% (-$1.1M) YoY +15.39% (+$971.9K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	57.5K	QoQ +0.57% (+327) YoY -2.83% (-1.7K)	All Managers (Combined)	$7.0M	2.5% ($7.0M/$279.8M)	QoQ +1.39% (+$96.4K) YoY +16.68% (-$1.0M)
Alphabet Inc.(GOOGcusip02079K107)	39.6K	QoQ -0.48% (-195) YoY -2.18% (-886)	All Managers (Combined)	$6.2M	2.2% ($6.2M/$279.8M)	QoQ -18.36% (-$1.4M) YoY +0.36% (-$22.3K)
ORACLE CORP(ORCLcusip68389X105)	44.0K	QoQ -0.10% (-46) YoY -5.91% (-2.8K)	All Managers (Combined)	$6.2M	2.2% ($6.2M/$279.8M)	QoQ -16.18% (-$1.2M) YoY +4.72% (-$277.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	32.6K	QoQ +1.04% (+338) YoY +1.98% (+635)	All Managers (Combined)	$5.6M	2.0% ($5.6M/$279.8M)	QoQ +2.71% (+$147.1K) YoY +7.12% (+$369.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.4K	QoQ +3.75% (+375) YoY +3.15% (+317)	All Managers (Combined)	$5.5M	2.0% ($5.5M/$279.8M)	QoQ +21.91% (+$991.1K) YoY +30.64% (+$1.3M)
EXXON MOBIL CORP(XOMcusip30231G102)	46.2K	QoQ +0.20% (+95) YoY -1.79% (-844)	All Managers (Combined)	$5.5M	2.0% ($5.5M/$279.8M)	QoQ +10.78% (+$535.3K) YoY +0.47% (-$26.2K)
HOME DEPOT, INC.(HDcusip437076102)	14.4K	QoQ -0.45% (-66) YoY +0.17% (-25)	All Managers (Combined)	$5.3M	1.9% ($5.3M/$279.8M)	QoQ -6.21% (-$349.2K) YoY -4.29% (-$236.4K)
Blackstone Inc.(BXcusip09260D107)	35.6K	QoQ -0.01% (-6) YoY -5.91% (-2.2K)	All Managers (Combined)	$5.0M	1.8% ($5.0M/$279.8M)	QoQ -18.94% (-$1.2M) YoY +0.10% (-$5.4K)
(cusip03073E105)✕	17.9K	QoQ -0.06% (-11) YoY +3.11% (+539)	All Managers (Combined)	$5.0M	1.8% ($5.0M/$279.8M)	QoQ +23.69% (-$951.4K) YoY +18.00% (+$757.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	36.0K	QoQ +0.22% (+80) YoY +2.21% (+781)	All Managers (Combined)	$4.8M	1.7% ($4.8M/$279.8M)	QoQ +17.53% (+$713.1K) YoY +19.29% (+$773.0K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	104.1K	QoQ +5.01% (+5.0K) YoY +15.39% (+13.9K)	All Managers (Combined)	$4.7M	1.7% ($4.7M/$279.8M)	QoQ +19.12% (+$758.2K) YoY +24.74% (+$937.1K)
CHEVRON CORP(CVXcusip166764100)	27.7K	QoQ +0.01% (+3) YoY -0.30% (-85)	All Managers (Combined)	$4.6M	1.7% ($4.6M/$279.8M)	QoQ +15.51% (+$621.6K) YoY +5.72% (-$250.8K)
AMERICAN EXPRESS CO(AXPcusip025816109)	16.7K	QoQ -1.67% (-283) YoY -4.89% (-857)	All Managers (Combined)	$4.5M	1.6% ($4.5M/$279.8M)	QoQ -10.86% (-$546.0K) YoY +12.38% (-$493.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	13.4K	QoQ -0.40% (-54) YoY -1.37% (-187)	All Managers (Combined)	$4.1M	1.5% ($4.1M/$279.8M)	QoQ +3.95% (-$155.6K) YoY +20.65% (-$700.4K)
PEPSICO INC(PEPcusip713448108)	25.7K	QoQ +0.90% (-231) YoY +5.60% (-1.4K)	All Managers (Combined)	$3.9M	1.4% ($3.9M/$279.8M)	QoQ -0.49% (-$19.3K) YoY -9.52% (-$405.9K)