Bill Few Associates
SEWICKLEY, PAfiles as Bill Few Associates, Inc.
$468m in 225 US stocks at the end of 30 June 2026. The top 10 are 37.0% of the money. It changed about 7.5% of the portfolio this quarter.
Value
$468m
Stocks
225
Top 10 share
37.0%
Turnover
7.5%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRITOT0.4% of the fund
- Advanced Micro DevicesAMD0.1% of the fund
- Vanguard Index FDSVNQ<0.1% of the fund
- Cohen & Steers ETF TrustCSRE<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- Invesco Exch TRD SLF IDX FDBSMZ<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- Ishares TREEM<0.1% of the fund
- Ishares Silver TRSLV<0.1% of the fund
- Goldman Sachs GroupGS<0.1% of the fund
- American Electric PowerAEP<0.1% of the fund
- Qnity ElectronicsQ<0.1% of the fund
- Wisdomtree TRDLN<0.1% of the fund
- Vanguard MUN BD FDSVSDM<0.1% of the fund
- Bank of AmericaBAC<0.1% of the fund
- State StreetSTT<0.1% of the fund
- BroadcomAVGO<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJMTG9.3% of the fund+10%
- Vanguard Index FDSVOO1.9% of the fund+30%
- Capital Group Dividend ValueCGDV1.6% of the fund+2%
- Spdr Series TrustSPMD1.5% of the fund+3%
- International Business MachinesIBM1.2% of the fund+6%
- Verizon CommunicationsVZ1.1% of the fund+3%
- Capital Group GBL Growth EQTCGGO1.1% of the fund+8%
- US BancorpUSB0.8% of the fund+4%
- Spdr Series TrustSPSM0.7% of the fund+3%
- Avery DennisonAVY0.7% of the fund+2%
- Capital Group InternationalCGIE0.7% of the fund+4%
- Automatic Data ProcessingADP0.7% of the fund+2%
- John Hancock Exchange TradedJDVI0.6% of the fund+94%
- Lazard Active ETF TRIDEQ0.6% of the fund+12%
- Vanguard Index FDSVTI0.5% of the fund+48%
- Amazon.comAMZN0.5% of the fund+6%
- StrykerSYK0.5% of the fund+184%
- WalmartWMT0.4% of the fund+3%
- Spdr Series TrustSPYG0.4% of the fund+19%
- Vanguard Intl Equity Index FVEU0.4% of the fund+42%
- Capital Group Core Equity ETCGUS0.4% of the fund+15%
- Invesco QQQ TRQQQ0.4% of the fund+4%
- Fidelity Merrimack STR TRFIGB0.3% of the fund+3%
- Capital GRP Fixed Incm ETF TCGCB0.3% of the fund+6%
- RBB Fund TrustFEGE0.3% of the fund+5%
Cut
Sold some of their stake.
- Applied MaterialsAMAT2.9% of the fund-3%
- AbbVieABBV2.1% of the fund-9%
- CencoraCOR1.1% of the fund-2%
- AlphabetGOOGL0.9% of the fund-2%
- EatonETN0.9% of the fund-2%
- PNC Financial Services GroupPNC0.7% of the fund-7%
- Eli LillyLLY0.5% of the fund-14%
- Trust FOR Professional ManagJGRW0.4% of the fund-41%
- IntelINTC0.4% of the fund-11%
- CaterpillarCAT0.3% of the fund-21%
- MerckMRK0.3% of the fund-3%
- VisaV0.3% of the fund-19%
- Raymond James FinancialRJF0.3% of the fund-6%
- DeereDE0.2% of the fund-2%
- Lam ResearchLRCX0.2% of the fund-9%
- Ishares TRIWM0.2% of the fund-4%
- Marathon PetroleumMPC0.2% of the fund-3%
- Bank of New York MellonBNY0.2% of the fund-17%
- AmgenAMGN0.2% of the fund-3%
- Waste ManagementWM0.2% of the fund-3%
- J P Morgan Exchange Traded FJCPI0.2% of the fund-3%
- CorningGLW0.1% of the fund-8%
- Dimensional ETF TrustDFAS0.1% of the fund-3%
- Micron TechnologyMU<0.1% of the fund-40%
- Franklin Templeton ETF TRINCM<0.1% of the fund-21%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Becton DickinsonBDX-100%
- MckessonMCK-100%
- OrganonOGN-100%
Holdings
- J P Morgan Exchange Traded FJMTG
- Share
- 9.3%
- Value
- $43m
- Shares
- 855,925
+10%
- Vanguard Index FDSVOO
- Share
- 1.9%
- Value
- $9m
- Shares
- 13,143
+30%
- Capital Group Dividend ValueCGDV
- Share
- 1.6%
- Value
- $8m
- Shares
- 155,908
+2%
- Spdr Series TrustSPMD
- Share
- 1.5%
- Value
- $7m
- Shares
- 107,104
+3%
- Capital Group GBL Growth EQTCGGO
- Share
- 1.1%
- Value
- $5m
- Shares
- 124,058
+8%
- Spdr Series TrustMDYG
- Share
- 0.9%
- Value
- $4m
- Shares
- 36,296
Held
- Spdr Series TrustSPSM
- Share
- 0.7%
- Value
- $3m
- Shares
- 60,462
+3%
- Spdr Series TrustMDYV
- Share
- 0.7%
- Value
- $3m
- Shares
- 35,878
Held
- Capital Group Growth ETFCGGR
- Share
- 0.7%
- Value
- $3m
- Shares
- 69,239
Held
- Capital Group InternationalCGIE
- Share
- 0.7%
- Value
- $3m
- Shares
- 88,661
+4%
- Capital Group Intl Focus EQTCGXU
- Share
- 0.6%
- Value
- $3m
- Shares
- 85,922
Held
- John Hancock Exchange TradedJDVI
- Share
- 0.6%
- Value
- $3m
- Shares
- 76,297
+94%
- Lazard Active ETF TRIDEQ
- Share
- 0.6%
- Value
- $3m
- Shares
- 74,221
+12%
- J P Morgan Exchange Traded FJGRO
- Share
- 0.6%
- Value
- $3m
- Shares
- 26,233
Held
- Vanguard Index FDSVTI
- Share
- 0.5%
- Value
- $2m
- Shares
- 6,453
+48%
- Spdr Series TrustSLYV
- Share
- 0.5%
- Value
- $2m
- Shares
- 21,175
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $2m
- Shares
- 2,951
Held
- Spdr Index SHS FDSSPDW
- Share
- 0.4%
- Value
- $2m
- Shares
- 40,448
Held
- Ishares TRITOT
- Share
- 0.4%
- Value
- $2m
- Shares
- 12,041
New
- Spdr Series TrustSPYG
- Share
- 0.4%
- Value
- $2m
- Shares
- 15,808
+19%
- Trust FOR Professional ManagJGRW
- Share
- 0.4%
- Value
- $2m
- Shares
- 69,086
-41%
- Vanguard Intl Equity Index FVEU
- Share
- 0.4%
- Value
- $2m
- Shares
- 22,275
+42%
- Capital Group Core Equity ETCGUS
- Share
- 0.4%
- Value
- $2m
- Shares
- 38,635
+15%
- Invesco QQQ TRQQQ
- Share
- 0.4%
- Value
- $2m
- Shares
- 2,265
+4%
- Ishares TRIWR
- Share
- 0.3%
- Value
- $2m
- Shares
- 14,013
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.3%
- Value
- $1m
- Shares
- 2
Held
- Fidelity Merrimack STR TRFIGB
- Share
- 0.3%
- Value
- $1m
- Shares
- 33,323
+3%
- State STR Spdr S&P Midcap 40MDY
- Share
- 0.3%
- Value
- $1m
- Shares
- 2,025
Held
- T Rowe Price Exchange-TradedTDVG
- Share
- 0.3%
- Value
- $1m
- Shares
- 28,493
Held
- Capital GRP Fixed Incm ETF TCGCB
- Share
- 0.3%
- Value
- $1m
- Shares
- 52,769
+6%
- Spdr Series TrustSLYG
- Share
- 0.3%
- Value
- $1m
- Shares
- 11,426
Held
- Ishares TRIVV
- Share
- 0.3%
- Value
- $1m
- Shares
- 1,702
Held
- RBB Fund TrustFEGE
- Share
- 0.3%
- Value
- $1m
- Shares
- 24,119
+5%
- J P Morgan Exchange Traded FJAVA
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,108
+8%
- Ishares TRIWM
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,413
-4%
- J P Morgan Exchange Traded FJPRE
- Share
- 0.2%
- Value
- $879,285
- Shares
- 16,851
Held
- Harbor ETF TrustWINN
- Share
- 0.2%
- Value
- $817,404
- Shares
- 25,174
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| J P Morgan Exchange Traded FJMTG | 9.3% | $43m | 855,925 | +10% |
| AppleAAPL | 6.3% | $29m | 101,267 | Held |
| NvidiaNVDA | 4.0% | $19m | 93,520 | Held |
| MicrosoftMSFT | 3.2% | $15m | 40,371 | Held |
| AlphabetGOOG | 3.0% | $14m | 39,797 | Held |
| Applied MaterialsAMAT | 2.9% | $14m | 19,033 | -3% |
| JPMorgan ChaseJPM | 2.4% | $11m | 33,603 | Held |
| AbbVieABBV | 2.1% | $10m | 38,621 | -9% |
| TJX CompaniesTJX | 1.9% | $9m | 60,171 | Held |
| Vanguard Index FDSVOO | 1.9% | $9m | 13,143 | +30% |
| Capital Group Dividend ValueCGDV | 1.6% | $8m | 155,908 | +2% |
| Cisco SystemsCSCO | 1.6% | $7m | 63,461 | Held |
| Spdr Series TrustSPMD | 1.5% | $7m | 107,104 | +3% |
| Rockwell AutomationROK | 1.5% | $7m | 14,168 | Held |
| ExxonMobil HoldingsXOM | 1.4% | $7m | 49,366 | Held |
| OracleORCL | 1.4% | $7m | 44,387 | Held |
| International Business MachinesIBM | 1.2% | $6m | 19,815 | +6% |
| Home DepotHD | 1.2% | $5m | 15,536 | Held |
| American ExpressAXP | 1.2% | $5m | 16,160 | Held |
| Verizon CommunicationsVZ | 1.1% | $5m | 125,628 | +3% |
| Berkshire HathawayBRK-B | 1.1% | $5m | 10,621 | Held |
| Capital Group GBL Growth EQTCGGO | 1.1% | $5m | 124,058 | +8% |
| Dominion EnergyD | 1.1% | $5m | 75,728 | Held |
| Procter & GamblePG | 1.1% | $5m | 34,857 | Held |
| CencoraCOR | 1.1% | $5m | 17,521 | -2% |
| ChevronCVX | 1.1% | $5m | 29,655 | Held |
| BlackstoneBX | 0.9% | $4m | 36,926 | Held |
| AlphabetGOOGL | 0.9% | $4m | 11,484 | -2% |
| EatonETN | 0.9% | $4m | 9,623 | -2% |
| Spdr Series TrustMDYG | 0.9% | $4m | 36,296 | Held |
| Abbott LaboratoriesABT | 0.9% | $4m | 44,412 | Held |
| PepsiCoPEP | 0.9% | $4m | 29,374 | Held |
| US BancorpUSB | 0.8% | $4m | 59,483 | +4% |
| Spdr Series TrustSPSM | 0.7% | $3m | 60,462 | +3% |
| American TowerAMT | 0.7% | $3m | 21,314 | Held |
| Avery DennisonAVY | 0.7% | $3m | 21,444 | +2% |
| Spdr Series TrustMDYV | 0.7% | $3m | 35,878 | Held |
| Capital Group Growth ETFCGGR | 0.7% | $3m | 69,239 | Held |
| Capital Group InternationalCGIE | 0.7% | $3m | 88,661 | +4% |
| UGIUGI | 0.7% | $3m | 91,832 | Held |
| PNC Financial Services GroupPNC | 0.7% | $3m | 12,777 | -7% |
| Automatic Data ProcessingADP | 0.7% | $3m | 13,664 | +2% |
| Capital Group Intl Focus EQTCGXU | 0.6% | $3m | 85,922 | Held |
| John Hancock Exchange TradedJDVI | 0.6% | $3m | 76,297 | +94% |
| Lazard Active ETF TRIDEQ | 0.6% | $3m | 74,221 | +12% |
| J P Morgan Exchange Traded FJGRO | 0.6% | $3m | 26,233 | Held |
| Walt DisneyDIS | 0.6% | $3m | 26,823 | Held |
| StarbucksSBUX | 0.5% | $2m | 23,866 | Held |
| Vanguard Index FDSVTI | 0.5% | $2m | 6,453 | +48% |
| Johnson & JohnsonJNJ | 0.5% | $2m | 9,146 | Held |
| Spdr Series TrustSLYV | 0.5% | $2m | 21,175 | Held |
| Amazon.comAMZN | 0.5% | $2m | 9,535 | +6% |
| StrykerSYK | 0.5% | $2m | 7,058 | +184% |
| Eli LillyLLY | 0.5% | $2m | 1,850 | -14% |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $2m | 2,951 | Held |
| PfizerPFE | 0.5% | $2m | 91,121 | Held |
| Kraft HeinzKHC | 0.5% | $2m | 91,984 | Held |
| Spdr Index SHS FDSSPDW | 0.4% | $2m | 40,448 | Held |
| Ishares TRITOT | 0.4% | $2m | 12,041 | New |
| WalmartWMT | 0.4% | $2m | 16,785 | +3% |
| Spdr Series TrustSPYG | 0.4% | $2m | 15,808 | +19% |
| Trust FOR Professional ManagJGRW | 0.4% | $2m | 69,086 | -41% |
| Vanguard Intl Equity Index FVEU | 0.4% | $2m | 22,275 | +42% |
| IntelINTC | 0.4% | $2m | 12,364 | -11% |
| Capital Group Core Equity ETCGUS | 0.4% | $2m | 38,635 | +15% |
| FNBFNB | 0.4% | $2m | 88,189 | Held |
| Invesco QQQ TRQQQ | 0.4% | $2m | 2,265 | +4% |
| CaterpillarCAT | 0.3% | $2m | 1,499 | -21% |
| MerckMRK | 0.3% | $2m | 12,418 | -3% |
| Ishares TRIWR | 0.3% | $2m | 14,013 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $2m | 3,144 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.3% | $1m | 2 | Held |
| VisaV | 0.3% | $1m | 4,356 | -19% |
| Fidelity Merrimack STR TRFIGB | 0.3% | $1m | 33,323 | +3% |
| State STR Spdr S&P Midcap 40MDY | 0.3% | $1m | 2,025 | Held |
| T Rowe Price Exchange-TradedTDVG | 0.3% | $1m | 28,493 | Held |
| Capital GRP Fixed Incm ETF TCGCB | 0.3% | $1m | 52,769 | +6% |
| Spdr Series TrustSLYG | 0.3% | $1m | 11,426 | Held |
| Ishares TRIVV | 0.3% | $1m | 1,702 | Held |
| Raymond James FinancialRJF | 0.3% | $1m | 8,095 | -6% |
| Philip Morris InternationalPM | 0.3% | $1m | 6,618 | Held |
| RBB Fund TrustFEGE | 0.3% | $1m | 24,119 | +5% |
| DeereDE | 0.2% | $1m | 1,833 | -2% |
| Lam ResearchLRCX | 0.2% | $1m | 2,579 | -9% |
| McDonald'sMCD | 0.2% | $1m | 3,950 | Held |
| Altria GroupMO | 0.2% | $1m | 14,519 | Held |
| Valero EnergyVLO | 0.2% | $1m | 3,999 | Held |
| J P Morgan Exchange Traded FJAVA | 0.2% | $1m | 13,108 | +8% |
| General ElectricGE | 0.2% | $1m | 2,783 | Held |
| Ishares TRIWM | 0.2% | $1m | 3,413 | -4% |
| Marathon PetroleumMPC | 0.2% | $981,006 | 3,837 | -3% |
| PPG IndustriesPPG | 0.2% | $971,855 | 8,013 | Held |
| Bank of New York MellonBNY | 0.2% | $895,664 | 6,194 | -17% |
| GE VernovaGEV | 0.2% | $879,977 | 749 | Held |
| J P Morgan Exchange Traded FJPRE | 0.2% | $879,285 | 16,851 | Held |
| Harbor ETF TrustWINN | 0.2% | $817,404 | 25,174 | Held |
| AmgenAMGN | 0.2% | $789,292 | 2,180 | -3% |
| Costco WholesaleCOST | 0.2% | $783,927 | 838 | Held |
| KLAKLAC | 0.2% | $757,557 | 2,511 | Held |
| Waste ManagementWM | 0.2% | $754,672 | 3,386 | -3% |
Showing the largest 100 of 225.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.4% since 30 June 2025.
Where the money is
Technology22.6%
Financial services9.3%
Health care6.8%
Media & telecom5.9%
Industrials5.7%
Retail & consumer4.7%
Everyday goods4.1%
Energy3.2%
Utilities2.7%
Materials1.3%
Real estate0.9%
Other32.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.