Bill Few Associates, Inc.
226 holdingsFiling period: 2026-06-30Current AUM: $487.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | JMTG | J P Morgan Exchange Traded F | 855.9K | $43.4M | $42.1M | 8.63% | +79.1K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 101.3K | $29.3M | $34.8M | 7.15% | -1,903 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 93.5K | $18.7M | $20.2M | 4.14% | +1.5K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 40.4K | $15.1M | $21.5M | 4.41% | +180 | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 39.8K | $14.1M | $12.5M | 2.57% | -345 | 2026-06-30 |
| 6 | AMAT | Applied Matls Inc | 19.0K | $13.8M | $7.4M | 1.51% | -495 | 2026-06-30 |
| 7 | JPM | JPMorgan Chase & Co | 33.6K | $11.0M | $11.2M | 2.30% | -615 | 2026-06-30 |
| 8 | ABBV | Abbvie Inc | 38.6K | $9.7M | $11.1M | 2.27% | -3,989 | 2026-06-30 |
| 9 | TJX | Tjx Cos Inc New | 60.2K | $9.1M | $8.6M | 1.77% | -345 | 2026-06-30 |
| 10 | VOO | Vanguard Index Fds | 13.1K | $9.0M | $9.2M | 1.90% | +3.1K | 2026-06-30 |
| 11 | CGDV | Capital Group Dividend Value | 155.9K | $7.7M | $7.6M | 1.56% | +3.7K | 2026-06-30 |
| 12 | CSCO | Cisco Sys Inc | 63.5K | $7.5M | $7.0M | 1.44% | +755 | 2026-06-30 |
| 13 | SPMD | Spdr Series Trust | 107.1K | $7.2M | $6.8M | 1.40% | +2.8K | 2026-06-30 |
| 14 | ROK | Rockwell Automation Inc | 14.2K | $7.0M | $6.1M | 1.25% | -195 | 2026-06-30 |
| 15 | XOM | Exxon Mobil Corp | 49.4K | $6.7M | $9.1M | 1.87% | -555 | 2026-06-30 |
| 16 | XOM | Exxon Mobil Corp | 49.4K | $6.7M | $9.1M | 1.87% | -555 | 2026-06-30 |
| 17 | ORCL | Oracle Corp | 44.4K | $6.5M | $5.6M | 1.15% | +245 | 2026-06-30 |
| 18 | IBM | International Business Machs | 19.8K | $5.6M | $5.0M | 1.03% | +1.2K | 2026-06-30 |
| 19 | HD | Home Depot Inc | 15.5K | $5.5M | $5.0M | 1.02% | +213 | 2026-06-30 |
| 20 | AXP | American Express Co | 16.2K | $5.5M | $5.1M | 1.04% | -74 | 2026-06-30 |
| 21 | VZ | Verizon Communications Inc | 125.6K | $5.3M | $5.4M | 1.11% | +3.1K | 2026-06-30 |
| 22 | BRK-B | Berkshire Hathaway Inc Del | 10.6K | $5.3M | $5.3M | 1.09% | +32 | 2026-06-30 |
| 23 | CGGO | Capital Group Gbl Growth Eqt | 124.1K | $5.3M | $4.7M | 0.96% | +9.4K | 2026-06-30 |
| 24 | D | Dominion Energy Inc | 75.7K | $5.2M | $4.9M | 1.01% | +1.2K | 2026-06-30 |
| 25 | PG | Procter & Gamble Co | 34.9K | $5.1M | $5.6M | 1.14% | +368 | 2026-06-30 |
← Scroll →
Page 1 of 10