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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Bill-Few-Associates
Data Enrichment
82% identified142 identified32 unidentified
Holdings
174 positions • $279.8M total value
Manager:
Search and click to pin securities to the top
Page 3 of 9
14020X104
Shares:70.9K
Value:$2.0M
% of Portfolio:0.7% ($2.0M/$279.8M)
14020Y508
Shares:46.6K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$279.8M)
Shares:7.5K
Value:$1.2M
% of Portfolio:0.4% ($1.2M/$279.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip14020X104)✕ | 70.9K | YoY NEW(+70.9K) | All Managers (Combined) | $2.0M | 0.7% ($2.0M/$279.8M) | YoY NEW(+$2.0M) |
ELI LILLY & Co(LLYcusip532457108) | 2.4K | YoY -3.31% (-83) | All Managers (Combined) | $2.0M | 0.7% ($2.0M/$279.8M) | |
| 7.9K | All Managers (Combined) | $1.8M | 0.6% ($1.8M/$279.8M) | |||
AMAZON COM INC(AMZNcusip023135106) | 9.4K | All Managers (Combined) | $1.8M | 0.6% ($1.8M/$279.8M) | ||
US BANCORP \DE\(USBcusip902973304) | 42.3K | QoQ -0.10% (-44) | All Managers (Combined) | $1.8M | 0.6% ($1.8M/$279.8M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 11.1K | QoQ -0.89% (-101)YoY +5.72% (+603) | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$279.8M) | |
| 4.7K | QoQ -1.22% (-59)YoY +0.95% (+45) | All Managers (Combined) | $1.7M | 0.6% ($1.7M/$279.8M) | ||
Walmart Inc.(WMTcusip931142103) | 18.5K | All Managers (Combined) | $1.6M | 0.6% ($1.6M/$279.8M) | ||
| 2 | All Managers (Combined) | $1.6M | 0.6% ($1.6M/$279.8M) | |||
| 24.2K | QoQ -0.44% (-109)YoY +1.19% (-287) | All Managers (Combined) | $1.6M | 0.6% ($1.6M/$279.8M) | ||
| 9.2K | QoQ +1.88% (+171)YoY -0.24% (-23) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$279.8M) | ||
| 10.2K | YoY NEW(+10.2K) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$279.8M) | YoY NEW(+$1.5M) | |
| 36.6K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$279.8M) | |||
| 9.1K | All Managers (Combined) | $1.3M | 0.5% ($1.3M/$279.8M) | |||
FNB CORP/PA/(FNBcusip302520101) | 92.3K | QoQ 0.00% (-0) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$279.8M) | |
(cusip14020Y508)✕ | 46.6K | QoQ +1.59% (+732)YoY NEW(+46.6K) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$279.8M) | YoY NEW(+$1.2M) |
| 14.3K | QoQ 0.00% (-0)YoY +5.24% (+712) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$279.8M) | ||
| 4.4K | QoQ -3.02% (-137)YoY -3.02% (-137) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$279.8M) | ||
| 7.5K | QoQ +4.18% (+300)YoY -0.49% (-37) | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$279.8M) | ||
| 13.1K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$279.8M) |