Bill Few Associates, Inc.

Q3 2025 13F-HR Holdings

Location
Sewickley, PA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
201
Total value ($000)
$388,222
Net value change ($000)
+34,980 (9.9%)
New positions
11
Sold out positions
4
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/25/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,202 22.7%
GOOGL 2,821 39.7%
ORCL 2,553 26.3%
NVDA 2,388 16.5%
ABBV 1,629 26.0%
JMTG 1,605 4.4%
TJX 1,298 19.1%
VCRB 1,132 NEW
BX 896 16.8%
GOOGL 878 44.1%
Top Reduces (Value $000, Stocks/ETFs)
UGI -387 -11.1%
AKX -334 -100.0%
DIS -271 -8.5%
BAC -227 -100.0%
UPS -225 -100.0%
SBSI -202 -100.0%
SBUX -190 -9.6%
AMT -190 -5.0%
CCI -183 -32.5%
PYPL -163 -9.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type