Bill Few Associates, Inc.

CIK 0001914644 • 6 13F filings • May 12, 2025 – Jul 7, 2026

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Filer information

Filed by: Bill Few Associates, Inc., Senior VP, Compliance
Address: 2100 GEORGETOWN DRIVE, SUITE 600, SEWICKLEY, PA, 15143
Phone: 412-630-6012
AUM: $406.8M

AUM over time

$484.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $279.8M174 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$478K	0.2%	3,257 SH
ABBOTT LABS	COM	$4.8M	1.7%	36,026 SH
ABBVIE INC	COM	$7.3M	2.6%	34,781 SH
AFLAC INC	COM	$217K	0.1%	1,950 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.6%	11,139 SH
ALPHABET INC	CAP STK CL C	$6.2M	2.2%	39,615 SH
ALTRIA GROUP INC	COM	$822K	0.3%	13,696 SH
AMAZON COM INC	COM	$1.8M	0.6%	9,428 SH
AMERICAN EXPRESS CO	COM	$4.5M	1.6%	16,653 SH
AMERICAN TOWER CORP NEW	COM	$3.8M	1.4%	17,565 SH
AMGEN INC	COM	$514K	0.2%	1,649 SH
ANSYS INC	COM	$301K	0.1%	950 SH
APPLE INC	COM	$20.3M	7.2%	91,228 SH
APPLIED MATLS INC	COM	$1.5M	0.5%	10,243 SH
ARCHER DANIELS MIDLAND CO	COM	$232K	0.1%	4,826 SH
AT&T INC	COM	$995K	0.4%	35,169 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.1M	1.5%	13,392 SH
AVERY DENNISON CORP	COM	$2.4M	0.8%	13,274 SH
BALCHEM CORP	COM	$237K	0.1%	1,425 SH
BANK NEW YORK MELLON CORP	COM	$499K	0.2%	5,947 SH
BECTON DICKINSON & CO	COM	$1.8M	0.6%	7,851 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.6M	0.6%	2 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.5M	2.0%	10,354 SH
BLACKSTONE INC	COM	$5.0M	1.8%	35,622 SH
BOEING CO	COM	$304K	0.1%	1,783 SH
BRISTOL-MYERS SQUIBB CO	COM	$608K	0.2%	9,962 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$689K	0.2%	20,631 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$3.6M	1.3%	102,163 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$2.0M	0.7%	70,948 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.0M	0.4%	29,711 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$2.6M	0.9%	106,517 SH
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$1.2M	0.4%	46,646 SH
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$367K	0.1%	13,674 SH
CATERPILLAR INC	COM	$718K	0.3%	2,176 SH
CENCORA INC	COM	$5.0M	1.8%	17,859 SH
CHEVRON CORP NEW	COM	$4.6M	1.7%	27,673 SH
CHUBB LIMITED	COM	$227K	0.1%	751 SH
CISCO SYS INC	COM	$2.4M	0.8%	38,409 SH
COCA COLA CO	COM	$427K	0.2%	5,966 SH
COMCAST CORP NEW	CL A	$443K	0.2%	12,002 SH
CONOCOPHILLIPS	COM	$335K	0.1%	3,191 SH
CONSOLIDATED EDISON INC	COM	$222K	0.1%	2,009 SH
COSTCO WHSL CORP NEW	COM	$752K	0.3%	795 SH
CROWN CASTLE INC	COM	$571K	0.2%	5,479 SH
CSX CORP	COM	$249K	0.1%	8,444 SH
DEERE & CO	COM	$571K	0.2%	1,217 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$393K	0.1%	6,573 SH
DISNEY WALT CO	COM	$2.5M	0.9%	25,611 SH
DOMINION ENERGY INC	COM	$3.4M	1.2%	60,813 SH
DOVER CORP	COM	$391K	0.1%	2,225 SH
DUKE ENERGY CORP NEW	COM NEW	$616K	0.2%	5,050 SH
DUPONT DE NEMOURS INC	COM	$203K	0.1%	2,718 SH
EATON CORP PLC	SHS	$2.3M	0.8%	8,640 SH
ELI LILLY & CO	COM	$2.0M	0.7%	2,421 SH
EQT CORP	COM	$326K	0.1%	6,098 SH
EXELON CORP	COM	$252K	0.1%	5,460 SH
EXXON MOBIL CORP	COM	$5.5M	2.0%	46,223 SH
F N B CORP	COM	$1.2M	0.4%	92,332 SH
FEDEX CORP	COM	$242K	0.1%	992 SH
FIDELITY MERRIMACK STR TR	INVESTMENT GR BD	$1.2M	0.4%	26,844 SH
FIFTH THIRD BANCORP	COM	$293K	0.1%	7,482 SH
FIRST COMWLTH FINL CORP PA	COM	$302K	0.1%	19,447 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$374K	0.1%	15,302 SH
GE AEROSPACE	COM NEW	$545K	0.2%	2,723 SH
GENERAL DYNAMICS CORP	COM	$315K	0.1%	1,156 SH
GENERAL MLS INC	COM	$262K	0.1%	4,378 SH
GENUINE PARTS CO	COM	$393K	0.1%	3,297 SH
GILEAD SCIENCES INC	COM	$443K	0.2%	3,954 SH
HARBOR ETF TRUST	LONG TERM GROWER	$578K	0.2%	23,584 SH
HOME DEPOT INC	COM	$5.3M	1.9%	14,383 SH
HONEYWELL INTL INC	COM	$3.4M	1.2%	15,911 SH
INTEL CORP	COM	$347K	0.1%	15,284 SH
INTERNATIONAL BUSINESS MACHS	COM	$3.8M	1.4%	15,425 SH
INTERNATIONAL PAPER CO	COM	$290K	0.1%	5,441 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$291K	0.1%	11,825 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 MUNI	$216K	0.1%	8,813 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$412K	0.1%	17,462 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$403K	0.1%	17,119 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$397K	0.1%	17,142 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$397K	0.1%	17,465 SH
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$293K	0.1%	11,590 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$201K	0.1%	12,125 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$213K	0.1%	10,480 SH
INVESCO QQQ TR	UNIT SER 1	$710K	0.3%	1,513 SH
ISHARES TR	CORE S&P MCP ETF	$444K	0.2%	7,606 SH
ISHARES TR	CORE S&P500 ETF	$1.0M	0.4%	1,827 SH
ISHARES TR	MSCI EAFE ETF	$228K	0.1%	2,792 SH
ISHARES TR	RUS MID CAP ETF	$1.2M	0.4%	14,278 SH
ISHARES TR	RUSSELL 2000 ETF	$712K	0.3%	3,570 SH
J P MORGAN EXCHANGE TRADED F	INFLATION MANAGE	$582K	0.2%	12,096 SH
J P MORGAN EXCHANGE TRADED F	REALTY INCOME ET	$661K	0.2%	13,711 SH
JOHNSON & JOHNSON	COM	$1.5M	0.5%	9,235 SH
JPMORGAN CHASE & CO.	COM	$8.2M	2.9%	33,335 SH
JUNIPER NETWORKS INC	COM	$223K	0.1%	6,153 SH
KIMBERLY-CLARK CORP	COM	$602K	0.2%	4,235 SH
KRAFT HEINZ CO	COM	$2.7M	1.0%	87,510 SH
LAM RESEARCH CORP	COM NEW	$211K	0.1%	2,900 SH
LOCKHEED MARTIN CORP	COM	$359K	0.1%	803 SH
LOWES COS INC	COM	$220K	0.1%	945 SH
MARATHON PETE CORP	COM	$335K	0.1%	2,299 SH
MARSH & MCLENNAN COS INC	COM	$765K	0.3%	3,135 SH
MASTERCARD INCORPORATED	CL A	$249K	0.1%	454 SH
MCDONALDS CORP	COM	$1.1M	0.4%	3,498 SH
MERCK & CO INC	COM	$1.2M	0.4%	13,060 SH
META PLATFORMS INC	CL A	$733K	0.3%	1,272 SH
MICROSOFT CORP	COM	$15.0M	5.4%	40,060 SH
MONDELEZ INTL INC	CL A	$259K	0.1%	3,823 SH
NETFLIX INC	COM	$500K	0.2%	536 SH
NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$315K	0.1%	13,132 SH
NEXTERA ENERGY INC	COM	$438K	0.2%	6,172 SH
NORFOLK SOUTHN CORP	COM	$290K	0.1%	1,225 SH
NOVO-NORDISK A S	ADR	$233K	0.1%	3,350 SH
NUCOR CORP	COM	$342K	0.1%	2,845 SH
NVIDIA CORPORATION	COM	$11.5M	4.1%	105,801 SH
OLD REP INTL CORP	COM	$232K	0.1%	5,905 SH
ONEOK INC NEW	COM	$324K	0.1%	3,263 SH
ORACLE CORP	COM	$6.2M	2.2%	44,006 SH
ORGANON & CO	COMMON STOCK	$214K	0.1%	14,343 SH
PALO ALTO NETWORKS INC	COM	$228K	0.1%	1,339 SH
PAYPAL HLDGS INC	COM	$1.6M	0.6%	24,206 SH
PENTAIR PLC	SHS	$259K	0.1%	2,962 SH
PEPSICO INC	COM	$3.9M	1.4%	25,721 SH
PFIZER INC	COM	$2.1M	0.7%	82,299 SH
PHILIP MORRIS INTL INC	COM	$1.2M	0.4%	7,468 SH
PNC FINL SVCS GROUP INC	COM	$2.1M	0.8%	11,998 SH
PPG INDS INC	COM	$946K	0.3%	8,650 SH
PPL CORP	COM	$437K	0.2%	12,104 SH
PRICE T ROWE GROUP INC	COM	$227K	0.1%	2,470 SH
PROCTER AND GAMBLE CO	COM	$5.6M	2.0%	32,593 SH
PUBLIC STORAGE OPER CO	COM	$309K	0.1%	1,034 SH
QUALCOMM INC	COM	$207K	0.1%	1,348 SH
RAYMOND JAMES FINL INC	COM	$1.3M	0.5%	9,095 SH
ROCKWELL AUTOMATION INC	COM	$3.6M	1.3%	13,775 SH
RTX CORPORATION	COM	$490K	0.2%	3,701 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$344K	0.1%	15,972 SH
SHELL PLC	SPON ADS	$455K	0.2%	6,203 SH
SOUTHERN CO	COM	$581K	0.2%	6,324 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$1.3M	0.5%	36,633 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.1M	0.7%	3,706 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.1M	0.4%	1,988 SH
SPDR SER TR	PORTFOLIO S&P400	$3.1M	1.1%	60,331 SH
SPDR SER TR	PORTFOLIO S&P600	$2.1M	0.7%	51,193 SH
SPDR SER TR	PRTFLO S&P500 GW	$940K	0.3%	11,690 SH
SPDR SER TR	PRTFLO S&P500 VL	$377K	0.1%	7,382 SH
SPDR SER TR	S&P 400 MDCP GRW	$978K	0.3%	12,305 SH
SPDR SER TR	S&P 400 MDCP VAL	$884K	0.3%	11,473 SH
SPDR SER TR	S&P 600 SMCP GRW	$499K	0.2%	6,009 SH
SPDR SER TR	S&P 600 SMCP VAL	$1.2M	0.4%	14,850 SH
SPROTT PHYSICAL SILVER TR	TR UNIT	$257K	0.1%	22,150 SH
STARBUCKS CORP	COM	$2.1M	0.8%	21,445 SH
STRYKER CORPORATION	COM	$879K	0.3%	2,362 SH
T ROWE PRICE ETF INC	PRICE DIV GRWT	$440K	0.2%	10,882 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$588K	0.2%	3,540 SH
TESLA INC	COM	$470K	0.2%	1,814 SH
THERMO FISHER SCIENTIFIC INC	COM	$275K	0.1%	553 SH
TJX COS INC NEW	COM	$7.0M	2.5%	57,452 SH
UGI CORP NEW	COM	$3.2M	1.2%	97,487 SH
UNION PAC CORP	COM	$530K	0.2%	2,245 SH
UNITED PARCEL SERVICE INC	CL B	$267K	0.1%	2,426 SH
UNITEDHEALTH GROUP INC	COM	$350K	0.1%	669 SH
US BANCORP DEL	COM NEW	$1.8M	0.6%	42,292 SH
VALERO ENERGY CORP	COM	$527K	0.2%	3,991 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	1.3%	7,050 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	0.4%	4,385 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$626K	0.2%	10,314 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$314K	0.1%	6,334 SH
VERIZON COMMUNICATIONS INC	COM	$4.7M	1.7%	104,140 SH
VISA INC	COM CL A	$1.7M	0.6%	4,748 SH
WABTEC	COM	$428K	0.2%	2,362 SH
WALMART INC	COM	$1.6M	0.6%	18,476 SH
WASTE MGMT INC DEL	COM	$758K	0.3%	3,276 SH
WEC ENERGY GROUP INC	COM	$207K	0.1%	1,900 SH
WELLS FARGO CO NEW	COM	$322K	0.1%	4,487 SH
WESBANCO INC	COM	$308K	0.1%	9,950 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 12, 2026	Q4 2025	13F-HR	0001914644-26-000001	$406.8M	View
Oct 9, 2026	Q3 2026	13F-HR	0001085146-26-000856	$484.7M	View
Oct 16, 2025	Q3 2025