Portfolio (Quarterly)
Guide ↗
Bill Few Associates, Inc.
· CIK 0001914644| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | PYPL | PAYPAL HLDGS INC | Financial Services | 25,903 | $1.5M | 0.37% | SOLD |
| 2 | SIVR | ABRDN SILVER ETF TRUST | Financial Services | 4,300 | $291K | 0.07% | SOLD |
| 3 | PNR | PENTAIR PLC | Industrials | 2,497 | $260K | 0.06% | SOLD |
| 4 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,023 | $219K | 0.05% | SOLD |
| 5 | QCOM | QUALCOMM INC | Technology | 1,248 | $213K | 0.05% | SOLD |
| 6 | CMCSA | COMCAST CORP NEW | Communication Services | 7,013 | $210K | 0.05% | SOLD |
Sector Allocation
Technology
29.7%
Financial Services
13.9%
Industrials
10.3%
Healthcare
9.5%
Communication Services
9.1%
Consumer Cyclical
7.6%
Consumer Defensive
6.7%
Energy
6.6%
Utilities
4.4%
Real Estate
1.5%