Bill Few Associates, Inc. - Portfolio overview

Bill Few Associates, Inc. has 228 reported holdings in this dataset, with the latest filing dated 2026-04-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. JMTG - J P MORGAN EXCHANGE TRADED F, 9.35%
  2. AAPL - APPLE INC, 6.18%
  3. NVDA - NVIDIA CORPORATION, 3.79%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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