The Analysis of Bill Few Associates, Inc.'s Holdings
Currently, Bill Few Associates, Inc. holds 196 types of securities in its portfolio with a total value $406.3M. In the most recent quarter, they have increased their positions in JGRW (+138.7K shares, valued at $3.8M), ABBV (+7.8K shares, valued at $1.8M), ABT (+7.5K shares, valued at $942.4K); decreased their positions in VEA (-10.9K shares, valued at $679.5K), SPY (-714 shares, valued at $486.9K), N/A (-517 shares, valued at $162.2K); initiated new positions in IDEQ (+10.9K shares, valued at $331.0K), STLD (+1.8K shares, valued at $308.1K), EVLN (+6.0K shares, valued at $294.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JMTG J P MORGAN EXCHANGE TRADED F758.5K shares2.42%2025-12-312026-01-12
AAPL APPLE INC92.5K shares3.73%2025-12-312026-01-12 MSFT MICROSOFT CORP38.9K shares1.78%2025-12-312026-01-12 NVDA NVIDIA CORPORATION92.6K shares2.59%2025-12-312026-01-12 ALPHABET INC ALPHABET INC40.2K shares-1.27%2025-12-312026-01-12 JPM JPMORGAN CHASE & CO.33.5K shares1.87%2025-12-312026-01-12 ABBV ABBVIE INC41.9K shares22.90%2025-12-312026-01-12 TJX TJX COS INC NEW56.7K shares1.33%2025-12-312026-01-12 ORCL ORACLE CORP44.0K shares0.76%2025-12-312026-01-12 AXP AMERICAN EXPRESS CO16.3K shares0.24%2025-12-312026-01-12 CENCORA INC CENCORA INC17.9K shares1.61%2025-12-312026-01-12 XOM EXXON MOBIL CORP49.8K shares2.95%2025-12-312026-01-12 SPMD SPDR SERIES TRUST101.4K shares6.45%2025-12-312026-01-12 CGDV CAPITAL GROUP DIVIDEND VALUE132.5K shares3.79%2025-12-312026-01-12 ROK ROCKWELL AUTOMATION INC14.2K shares1.21%2025-12-312026-01-12 ABT ABBOTT LABS43.3K shares21.01%2025-12-312026-01-12 IBM INTERNATIONAL BUSINESS MACHS18.1K shares3.32%2025-12-312026-01-12 HD HOME DEPOT INC15.0K shares2.18%2025-12-312026-01-12 AMAT APPLIED MATLS INC19.5K shares0.59%2025-12-312026-01-12 PG PROCTER AND GAMBLE CO33.8K shares1.63%2025-12-312026-01-12 CSCO CISCO SYS INC62.0K shares3.83%2025-12-312026-01-12 VZ VERIZON COMMUNICATIONS INC116.3K shares0.71%2025-12-312026-01-12 CVX CHEVRON CORP NEW29.0K shares4.57%2025-12-312026-01-12 D DOMINION ENERGY INC72.9K shares3.04%2025-12-312026-01-12 JGRW TRUST FOR PROFESSIONAL MANAG157.5K shares736.34%2025-12-312026-01-12 PEP PEPSICO INC28.0K shares2.17%2025-12-312026-01-12 ALPHABET INC ALPHABET INC12.5K shares6.28%2025-12-312026-01-12 CGGO CAPITAL GROUP GBL GROWTH EQT109.4K shares3.31%2025-12-312026-01-12 AMT AMERICAN TOWER CORP NEW20.0K shares5.50%2025-12-312026-01-12 ADP AUTOMATIC DATA PROCESSING IN13.4K shares3.63%2025-12-312026-01-12 UGI UGI CORP NEW91.1K shares-2.64%2025-12-312026-01-12 HON HONEYWELL INTL INC17.2K shares3.06%2025-12-312026-01-12 MDYG SPDR SERIES TRUST33.0K shares9.78%2025-12-312026-01-12 DIS DISNEY WALT CO25.8K shares1.65%2025-12-312026-01-12 MDYV SPDR SERIES TRUST34.1K shares16.99%2025-12-312026-01-12 PNC PNC FINL SVCS GROUP INC13.5K shares3.75%2025-12-312026-01-12 AVY AVERY DENNISON CORP14.6K shares2.90%2025-12-312026-01-12 CGIE CAPITAL GROUP INTERNATIONAL76.3K shares10.24%2025-12-312026-01-12 SPSM SPDR SERIES TRUST55.3K shares7.78%2025-12-312026-01-12 CGGR CAPITAL GROUP GROWTH ETF54.5K shares15.79%2025-12-312026-01-12 LLY ELI LILLY & CO2.2K shares-1.77%2025-12-312026-01-12 USB US BANCORP DEL44.4K shares2.03%2025-12-312026-01-12 CGXU CAPITAL GROUP INTL FOCUS EQT80.2K shares0.94%2025-12-312026-01-12 AMZN AMAZON COM INC10.1K shares3.86%2025-12-312026-01-12 KHC KRAFT HEINZ CO88.0K shares0.00%2025-12-312026-01-12 PFE PFIZER INC85.5K shares1.91%2025-12-312026-01-12 SPY SPDR S&P 500 ETF TR3.0K shares-19.34%2025-12-312026-01-12 WMT WALMART INC18.0K shares-0.17%2025-12-312026-01-12 SBUX STARBUCKS CORP22.9K shares8.16%2025-12-312026-01-12 JNJ JOHNSON & JOHNSON9.2K shares2.48%2025-12-312026-01-12 SLYV SPDR SERIES TRUST19.8K shares33.49%2025-12-312026-01-12 SPDW SPDR INDEX SHS FDS38.8K shares7.06%2025-12-312026-01-12 V VISA INC4.7K shares-4.51%2025-12-312026-01-12 JGRO J P MORGAN EXCHANGE TRADED F16.9K shares3.27%2025-12-312026-01-12 PYPL PAYPAL HLDGS INC25.9K shares6.54%2025-12-312026-01-12 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-12 VTI VANGUARD INDEX FDS4.5K shares0.00%2025-12-312026-01-12 FNB F N B CORP87.2K shares-1.95%2025-12-312026-01-12 FIGB FIDELITY MERRIMACK STR TR34.2K shares13.81%2025-12-312026-01-12 RJF RAYMOND JAMES FINL INC8.6K shares-5.50%2025-12-312026-01-12 SPYG SPDR SERIES TRUST12.8K shares8.72%2025-12-312026-01-12 IWR ISHARES TR14.2K shares0.00%2025-12-312026-01-12 BDX BECTON DICKINSON & CO7.0K shares2.86%2025-12-312026-01-12 CGCB CAPITAL GRP FIXED INCM ETF T47.7K shares0.00%2025-12-312026-01-12 MDY SPDR S&P MIDCAP 400 ETF TR2.0K shares0.30%2025-12-312026-01-12 CAT CATERPILLAR INC2.1K shares-8.30%2025-12-312026-01-12 CGUS CAPITAL GROUP CORE EQUITY ET29.5K shares12.85%2025-12-312026-01-12 TDVG T ROWE PRICE ETF INC25.7K shares0.56%2025-12-312026-01-12 FEGE RBB FUND TRUST24.6K shares8.29%2025-12-312026-01-12 MCD MCDONALDS CORP3.6K shares-2.85%2025-12-312026-01-12 VEU VANGUARD INTL EQUITY INDEX F14.8K shares14.65%2025-12-312026-01-12 PM PHILIP MORRIS INTL INC6.6K shares4.01%2025-12-312026-01-12 IVV ISHARES TR1.4K shares-7.01%2025-12-312026-01-12 JDVI JOHN HANCOCK EXCHANGE TRADED27.9K shares21.53%2025-12-312026-01-12 TSM TAIWAN SEMICONDUCTOR MFG LTD3.1K shares0.80%2025-12-312026-01-12 TSLA TESLA INC2.1K shares6.40%2025-12-312026-01-12 PPG PPG INDS INC9.0K shares-4.55%2025-12-312026-01-12 GE AEROSPACE GE AEROSPACE2.9K shares3.65%2025-12-312026-01-12 SYK STRYKER CORPORATION2.5K shares0.04%2025-12-312026-01-12 DE DEERE & CO1.9K shares36.28%2025-12-312026-01-12 IWM ISHARES TR3.5K shares0.00%2025-12-312026-01-12 SLYG SPDR SERIES TRUST9.3K shares22.06%2025-12-312026-01-12 T AT&T INC33.0K shares-0.87%2025-12-312026-01-12 MO ALTRIA GROUP INC14.2K shares3.89%2025-12-312026-01-12 JAVA J P MORGAN EXCHANGE TRADED F10.9K shares33.60%2025-12-312026-01-12 WM WASTE MGMT INC DEL3.5K shares2.82%2025-12-312026-01-12 JPRE J P MORGAN EXCHANGE TRADED F16.3K shares7.62%2025-12-312026-01-12 META META PLATFORMS INC1.1K shares1.52%2025-12-312026-01-12 COST COSTCO WHSL CORP NEW849 shares8.29%2025-12-312026-01-12 BK BANK NEW YORK MELLON CORP6.2K shares4.38%2025-12-312026-01-12 RTX RTX CORPORATION3.8K shares-0.11%2025-12-312026-01-12 WINN HARBOR ETF TRUST21.9K shares4.15%2025-12-312026-01-12 VLO VALERO ENERGY CORP4.0K shares0.13%2025-12-312026-01-12 JCPI J P MORGAN EXCHANGE TRADED F13.4K shares1.88%2025-12-312026-01-12 MPC MARATHON PETE CORP3.9K shares0.00%2025-12-312026-01-12 LMT LOCKHEED MARTIN CORP1.3K shares-1.52%2025-12-312026-01-12 UNP UNION PAC CORP2.7K shares4.12%2025-12-312026-01-12 AMGN AMGEN INC1.9K shares10.49%2025-12-312026-01-12 MMM 3M CO3.6K shares9.09%2025-12-312026-01-12 MMC MARSH & MCLENNAN COS INC3.1K shares0.00%2025-12-312026-01-12 CGMU CAPITAL GRP FIXED INCM ETF T19.4K shares41.52%2025-12-312026-01-12 NEE NEXTERA ENERGY INC6.6K shares0.09%2025-12-312026-01-12 INTC INTEL CORP14.3K shares-5.03%2025-12-312026-01-12 PSLV SPROTT ASSET MANAGEMENT LP22.1K shares0.00%2025-12-312026-01-12 BMY BRISTOL-MYERS SQUIBB CO9.7K shares4.35%2025-12-312026-01-12 KMB KIMBERLY-CLARK CORP5.1K shares6.79%2025-12-312026-01-12 NFLX NETFLIX INC5.4K shares879.05%2025-12-312026-01-12 WAB WABTEC2.4K shares0.00%2025-12-312026-01-12 IJH ISHARES TR7.5K shares-0.59%2025-12-312026-01-12 NUE NUCOR CORP3.0K shares0.03%2025-12-312026-01-12 GEV GE VERNOVA INC744 shares3.48%2025-12-312026-01-12 SPYV SPDR SERIES TRUST8.2K shares1.75%2025-12-312026-01-12 PPL PPL CORP13.1K shares8.44%2025-12-312026-01-12 DFAS DIMENSIONAL ETF TRUST6.6K shares0.00%2025-12-312026-01-12 EQT CORP EQT CORP8.5K shares33.32%2025-12-312026-01-12 DOV DOVER CORP2.2K shares0.09%2025-12-312026-01-12 PLTR PALANTIR TECHNOLOGIES INC2.4K shares4.63%2025-12-312026-01-12 SO SOUTHERN CO4.9K shares-11.21%2025-12-312026-01-12 COP CONOCOPHILLIPS4.6K shares0.00%2025-12-312026-01-12 FCF FIRST COMWLTH FINL CORP PA25.3K shares0.00%2025-12-312026-01-12 KO COCA COLA CO6.1K shares4.11%2025-12-312026-01-12 BSMQ INVESCO EXCH TRD SLF IDX FD17.5K shares0.00%2025-12-312026-01-12 GPC GENUINE PARTS CO3.4K shares-1.26%2025-12-312026-01-12 SHEL SHELL PLC5.5K shares-11.08%2025-12-312026-01-12 BSMR INVESCO EXCH TRD SLF IDX FD17.1K shares0.00%2025-12-312026-01-12 SCHB SCHWAB STRATEGIC TR15.2K shares-3.17%2025-12-312026-01-12 WFC WELLS FARGO CO NEW4.3K shares0.00%2025-12-312026-01-12 FLMI FRANKLIN TEMPLETON ETF TR15.3K shares0.00%2025-12-312026-01-12 GILD GILEAD SCIENCES INC3.1K shares-9.90%2025-12-312026-01-12 NSC NORFOLK SOUTHN CORP1.3K shares0.94%2025-12-312026-01-12 CEG CONSTELLATION ENERGY CORP1.0K shares-12.82%2025-12-312026-01-12 BA BOEING CO1.6K shares-6.06%2025-12-312026-01-12 FITB FIFTH THIRD BANCORP7.4K shares1.42%2025-12-312026-01-12 IDEQ LAZARD ACTIVE ETF TR10.9K sharesnew addition2025-12-312026-01-12 LOW LOWES COS INC1.4K shares8.59%2025-12-312026-01-12 MMIT NEW YORK LIFE INVTS ACTIVE E13.1K shares0.00%2025-12-312026-01-12 VTEB VANGUARD MUN BD FDS6.3K shares0.00%2025-12-312026-01-12 BSCS INVESCO EXCH TRD SLF IDX FD15.3K shares46.36%2025-12-312026-01-12 PANW PALO ALTO NETWORKS INC1.7K shares17.25%2025-12-312026-01-12 BSSX INVESCO EXCH TRD SLF IDX FD11.9K shares0.00%2025-12-312026-01-12 STLD STEEL DYNAMICS INC1.8K sharesnew addition2025-12-312026-01-12 HWM HOWMET AEROSPACE INC1.5K shares0.00%2025-12-312026-01-12 BSMW INVESCO EXCH TRD SLF IDX FD12.2K shares0.00%2025-12-312026-01-12 KLAC KLA CORP251 shares0.00%2025-12-312026-01-12 TMO THERMO FISHER SCIENTIFIC INC523 shares-17.25%2025-12-312026-01-12 BSMT INVESCO EXCH TRD SLF IDX FD13.1K shares0.00%2025-12-312026-01-12 BSMS INVESCO EXCH TRD SLF IDX FD12.8K shares0.00%2025-12-312026-01-12 FDX FEDEX CORP1.0K shares3.68%2025-12-312026-01-12 CSX CSX CORP8.3K shares-4.39%2025-12-312026-01-12 EVLN MORGAN STANLEY ETF TRUST6.0K sharesnew addition2025-12-312026-01-12 SIVR ABRDN SILVER ETF TRUST4.3K sharesnew addition2025-12-312026-01-12 BSCU INVESCO EXCH TRD SLF IDX FD17.2K shares41.53%2025-12-312026-01-12 WSBC WESBANCO INC8.6K shares-4.27%2025-12-312026-01-12 GLW CORNING INC3.2K shares18.52%2025-12-312026-01-12 ADM ARCHER DANIELS MIDLAND CO4.9K shares0.29%2025-12-312026-01-12 BSCV INVESCO EXCH TRD SLF IDX FD16.6K shares56.60%2025-12-312026-01-12 TROW PRICE T ROWE GROUP INC2.7K shares4.33%2025-12-312026-01-12 ORI OLD REP INTL CORP6.0K shares0.22%2025-12-312026-01-12 UNH UNITEDHEALTH GROUP INC819 shares6.23%2025-12-312026-01-12 PSA PUBLIC STORAGE OPER CO1.0K shares0.10%2025-12-312026-01-12 IWF ISHARES TR561 shares-2.26%2025-12-312026-01-12 CAH CARDINAL HEALTH INC1.3K shares0.08%2025-12-312026-01-12 GLD SPDR GOLD TR667 shares-4.44%2025-12-312026-01-12 EFA ISHARES TR2.8K shares0.29%2025-12-312026-01-12 PNR PENTAIR PLC2.5K shares-6.90%2025-12-312026-01-12 EXC EXELON CORP6.0K shares0.25%2025-12-312026-01-12 IJR ISHARES TR2.1K sharesnew addition2025-12-312026-01-12 CB CHUBB LIMITED791 shares0.00%2025-12-312026-01-12 UPS UNITED PARCEL SERVICE INC2.5K sharesnew addition2025-12-312026-01-12 MA MASTERCARD INCORPORATED426 shares-11.43%2025-12-312026-01-12 VEA VANGUARD TAX-MANAGED FDS3.9K shares-73.81%2025-12-312026-01-12 EMR EMERSON ELEC CO1.7K shares0.00%2025-12-312026-01-12 IVW ISHARES TR1.8K shares0.00%2025-12-312026-01-12 GIS GENERAL MLS INC4.8K shares5.91%2025-12-312026-01-12 AMD ADVANCED MICRO DEVICES INC1.0K sharesnew addition2025-12-312026-01-12 BSCT INVESCO EXCH TRD SLF IDX FD11.6K shares0.00%2025-12-312026-01-12 SBSI SOUTHSIDE BANCSHARES INC7.1K sharesnew addition2025-12-312026-01-12 IOO ISHARES TR1.7K shares0.00%2025-12-312026-01-12 BCPC BALCHEM CORP1.4K shares-1.75%2025-12-312026-01-12 QCOM QUALCOMM INC1.2K shares-7.42%2025-12-312026-01-12 OKE ONEOK INC NEW2.9K shares0.00%2025-12-312026-01-12 CMCSA COMCAST CORP NEW7.0K shares-18.02%2025-12-312026-01-12 XLU SELECT SECTOR SPDR TR4.8K shares101.46%2025-12-312026-01-12 VYMI VANGUARD WHITEHALL FDS2.3K sharesnew addition2025-12-312026-01-12 SMMD ISHARES TR2.7K sharesnew addition2025-12-312026-01-12 Call Option Holdings
No call option holdings data available
Put Option Holdings