$184 Million is the total value of Bill Few Associates, Inc.'s 121 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EW | New | EDWARDS LIFESCIENCES CORP COM | $402,000 | – | 3,418 | +100.0% | 0.22% | – |
| GD | New | GENERAL DYNAMICS CORP COM | $246,000 | – | 1,019 | +100.0% | 0.13% | – |
| BAX | New | BAXTER INTL INC COM | $247,000 | – | 3,180 | +100.0% | 0.13% | – |
| COP | New | CONOCOPHILLIPS COM | $244,000 | – | 2,440 | +100.0% | 0.13% | – |
| DOW | New | DOW INC COM | $236,000 | – | 3,711 | +100.0% | 0.13% | – |
| KHC | New | KRAFT HEINZ CO COM | $218,000 | – | 5,528 | +100.0% | 0.12% | – |
| GSP | New | IPATH S&P GSCI TOTAL RETURN INDEX ETNipspgs ttl etn | $203,000 | – | 8,732 | +100.0% | 0.11% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC COM | $154,000 | – | 10,500 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 8 | Q3 2023 | 9.0% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 6.7% |
| ABBVIE INC COM | 8 | Q3 2023 | 3.6% |
| TJX COS INC NEW COM | 8 | Q3 2023 | 3.7% |
| CHEVRON CORP NEW COM | 8 | Q3 2023 | 3.4% |
| ROCKWELL AUTOMATION INC COM | 8 | Q3 2023 | 3.2% |
| PROCTER AND GAMBLE CO COM | 8 | Q3 2023 | 2.7% |
| HOME DEPOT INC COM | 8 | Q3 2023 | 3.0% |
| JPMORGAN CHASE & CO COM | 8 | Q3 2023 | 2.6% |
| ALPHABET INC CAP STK CL C | 8 | Q3 2023 | 2.7% |
View Bill Few Associates, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-17 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-03-04 |
View Bill Few Associates, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.