0001172661-23-003468.txt : 20231020
0001172661-23-003468.hdr.sgml : 20231020
20231020094729
ACCESSION NUMBER: 0001172661-23-003468
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231020
DATE AS OF CHANGE: 20231020
EFFECTIVENESS DATE: 20231020
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Bill Few Associates, Inc.
CENTRAL INDEX KEY: 0001914644
IRS NUMBER: 251891056
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22352
FILM NUMBER: 231336096
BUSINESS ADDRESS:
STREET 1: 107 MT NEBO POINTE
STREET 2: SUITE 200
CITY: PITTSBURGH
STATE: PA
ZIP: 15237
BUSINESS PHONE: 412-630-6000
MAIL ADDRESS:
STREET 1: 107 MT NEBO POINTE
STREET 2: SUITE 200
CITY: PITTSBURGH
STATE: PA
ZIP: 15237
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001914644
XXXXXXXX
09-30-2023
09-30-2023
false
Bill Few Associates, Inc.
107 Mt Nebo Pointe
Suite 200
Pittsburgh
PA
15237
13F HOLDINGS REPORT
028-22352
000133561
801-29235
N
Kimberly Byrne
Senior VP, Compliance
412-630-6012
/s/ Kimberly Byrne
Pittsburgh
PA
10-20-2023
0
139
191197143
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
382344
4084
SH
SOLE
4084
0
0
ABBOTT LABS
COM
002824100
3469700
35825
SH
SOLE
35825
0
0
ABBVIE INC
COM
00287Y109
5145477
34519
SH
SOLE
34519
0
0
ALPHABET INC
CAP STK CL A
02079K305
1265416
9670
SH
SOLE
9670
0
0
ALPHABET INC
CAP STK CL C
02079K107
5165356
39176
SH
SOLE
39176
0
0
ALTRIA GROUP INC
COM
02209S103
551575
13117
SH
SOLE
13117
0
0
AMAZON COM INC
COM
023135106
994206
7821
SH
SOLE
7821
0
0
AMERICAN EXPRESS CO
COM
025816109
2662296
17845
SH
SOLE
17845
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
2798117
17015
SH
SOLE
17015
0
0
AMGEN INC
COM
031162100
438885
1633
SH
SOLE
1633
0
0
ANSYS INC
COM
03662Q105
282673
950
SH
SOLE
950
0
0
APPLE INC
COM
037833100
15555859
90858
SH
SOLE
90858
0
0
ARCHER DANIELS MIDLAND CO
COM
039483102
352966
4680
SH
SOLE
4680
0
0
AT&T INC
COM
00206R102
406667
27075
SH
SOLE
27075
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
3320966
13804
SH
SOLE
13804
0
0
AVERY DENNISON CORP
COM
053611109
2518106
13785
SH
SOLE
13785
0
0
BECTON DICKINSON & CO
COM
075887109
1848231
7149
SH
SOLE
7149
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
1062954
2
SH
SOLE
2
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3039553
8677
SH
SOLE
8677
0
0
BLACKSTONE INC
COM
09260D107
4149104
38726
SH
SOLE
38726
0
0
BOEING CO
COM
097023105
546587
2851
SH
SOLE
2851
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
489219
8429
SH
SOLE
8429
0
0
CAPITAL GROUP CORE EQUITY ET
SHS CREATION UNI
14020V108
415997
16567
SH
SOLE
16567
0
0
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
1397659
52801
SH
SOLE
52801
0
0
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
14020G101
317275
12950
SH
SOLE
12950
0
0
CAPITAL GROUP INTL FOCUS EQT
SHS CREATION UNI
14019W109
804298
36996
SH
SOLE
36996
0
0
CAPITAL GRP FIXED INCM ETF T
MUNICIPAL INCOME
14020Y201
351422
13674
SH
SOLE
13674
0
0
CATERPILLAR INC
COM
149123101
695195
2546
SH
SOLE
2546
0
0
CENCORA INC
COM
03073E105
3151275
17510
SH
SOLE
17510
0
0
CHEVRON CORP NEW
COM
166764100
4561002
27049
SH
SOLE
27049
0
0
CISCO SYS INC
COM
17275R102
749829
13947
SH
SOLE
13947
0
0
COCA COLA CO
COM
191216100
319590
5709
SH
SOLE
5709
0
0
COMCAST CORP NEW
CL A
20030N101
503455
11354
SH
SOLE
11354
0
0
CONOCOPHILLIPS
COM
20825C104
208452
1740
SH
SOLE
1740
0
0
CORNING INC
COM
219350105
2433243
79857
SH
SOLE
79857
0
0
COSTCO WHSL CORP NEW
COM
22160K105
410726
727
SH
SOLE
727
0
0
CROWN CASTLE INC
COM
22822V101
509984
5541
SH
SOLE
5541
0
0
DEERE & CO
COM
244199105
495664
1313
SH
SOLE
1313
0
0
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
415668
7919
SH
SOLE
7919
0
0
DISNEY WALT CO
COM
254687106
1970996
24318
SH
SOLE
24318
0
0
DOMINION ENERGY INC
COM
25746U109
2134956
47793
SH
SOLE
47793
0
0
DOVER CORP
COM
260003108
325058
2330
SH
SOLE
2330
0
0
DOW INC
COM
260557103
233825
4535
SH
SOLE
4535
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
350039
3966
SH
SOLE
3966
0
0
DUPONT DE NEMOURS INC
COM
26614N102
203854
2733
SH
SOLE
2733
0
0
EATON CORP PLC
SHS
G29183103
1968574
9230
SH
SOLE
9230
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
212759
3071
SH
SOLE
3071
0
0
ELI LILLY & CO
COM
532457108
1081780
2014
SH
SOLE
2014
0
0
EMERSON ELEC CO
COM
291011104
207626
2150
SH
SOLE
2150
0
0
EXXON MOBIL CORP
COM
30231G102
5352656
45523
SH
SOLE
45523
0
0
F N B CORP
COM
302520101
859020
79612
SH
SOLE
79612
0
0
FEDEX CORP
COM
31428X106
247700
935
SH
SOLE
935
0
0
FIDELITY MERRIMACK STR TR
INVESTMENT GR BD
316188606
421884
10295
SH
SOLE
10295
0
0
FIFTH THIRD BANCORP
COM
316773100
243979
9632
SH
SOLE
9632
0
0
FIRST COMWLTH FINL CORP PA
COM
319829107
140378
11497
SH
SOLE
11497
0
0
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
35473P868
351181
15302
SH
SOLE
15302
0
0
GENERAL DYNAMICS CORP
COM
369550108
265606
1202
SH
SOLE
1202
0
0
GENERAL MLS INC
COM
370334104
284628
4448
SH
SOLE
4448
0
0
GENUINE PARTS CO
COM
372460105
484828
3358
SH
SOLE
3358
0
0
GILEAD SCIENCES INC
COM
375558103
255171
3405
SH
SOLE
3405
0
0
HOME DEPOT INC
COM
437076102
4325118
14314
SH
SOLE
14314
0
0
HONEYWELL INTL INC
COM
438516106
2926097
15839
SH
SOLE
15839
0
0
INTEL CORP
COM
458140100
886317
24931
SH
SOLE
24931
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
459623
3276
SH
SOLE
3276
0
0
INTERNATIONAL PAPER CO
COM
460146103
238997
6738
SH
SOLE
6738
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 MUNI
46138J528
211556
8813
SH
SOLE
8813
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 MUNI
46138J510
205117
8922
SH
SOLE
8922
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 MUNI
46138J536
217810
8838
SH
SOLE
8838
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
420251
1173
SH
SOLE
1173
0
0
ISHARES TR
RUS MID CAP ETF
464287499
622281
8986
SH
SOLE
8986
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
486919
2755
SH
SOLE
2755
0
0
ISHARES TR
CORE S&P500 ETF
464287200
312735
728
SH
SOLE
728
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
384290
1541
SH
SOLE
1541
0
0
J P MORGAN EXCHANGE TRADED F
REALTY INCOME ET
46641Q126
243009
6239
SH
SOLE
6239
0
0
J P MORGAN EXCHANGE TRADED F
INFLATION MANAGE
46654Q104
1363314
30161
SH
SOLE
30161
0
0
JOHNSON & JOHNSON
COM
478160104
1427497
9165
SH
SOLE
9165
0
0
JPMORGAN CHASE & CO
COM
46625H100
4872382
33598
SH
SOLE
33598
0
0
JUNIPER NETWORKS INC
COM
48203R104
1185244
42650
SH
SOLE
42650
0
0
KIMBERLY-CLARK CORP
COM
494368103
265266
2195
SH
SOLE
2195
0
0
LEGG MASON ETF INVT
WESTN ASET TTL
52468L810
396099
20428
SH
SOLE
20428
0
0
LOCKHEED MARTIN CORP
COM
539830109
326350
798
SH
SOLE
798
0
0
MARATHON PETE CORP
COM
56585A102
231399
1529
SH
SOLE
1529
0
0
MARSH & MCLENNAN COS INC
COM
571748102
599445
3150
SH
SOLE
3150
0
0
MCDONALDS CORP
COM
580135101
928840
3525
SH
SOLE
3525
0
0
MERCK & CO INC
COM
58933Y105
1193680
11594
SH
SOLE
11594
0
0
META PLATFORMS INC
CL A
30303M102
204143
680
SH
SOLE
680
0
0
MICROSOFT CORP
COM
594918104
12335076
39065
SH
SOLE
39065
0
0
NETFLIX INC
COM
64110L106
202771
537
SH
SOLE
537
0
0
NEXTERA ENERGY INC
COM
65339F101
216384
3777
SH
SOLE
3777
0
0
NIKE INC
CL B
654106103
216579
2265
SH
SOLE
2265
0
0
NOVO-NORDISK A S
ADR
670100205
218256
2400
SH
SOLE
2400
0
0
NUCOR CORP
COM
670346105
465298
2976
SH
SOLE
2976
0
0
NVIDIA CORPORATION
COM
67066G104
5402141
12419
SH
SOLE
12419
0
0
ORACLE CORP
COM
68389X105
4873061
46007
SH
SOLE
46007
0
0
PAYPAL HLDGS INC
COM
70450Y103
1498213
25628
SH
SOLE
25628
0
0
PEPSICO INC
COM
713448108
4002690
23623
SH
SOLE
23623
0
0
PFIZER INC
COM
717081103
2680803
80820
SH
SOLE
80820
0
0
PHILIP MORRIS INTL INC
COM
718172109
718121
7756
SH
SOLE
7756
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1338132
10899
SH
SOLE
10899
0
0
PPG INDS INC
COM
693506107
1200951
9252
SH
SOLE
9252
0
0
PPL CORP
COM
69351T106
340728
14462
SH
SOLE
14462
0
0
PROCTER AND GAMBLE CO
COM
742718109
4504945
30885
SH
SOLE
30885
0
0
PUBLIC STORAGE
COM
74460D109
272480
1034
SH
SOLE
1034
0
0
RAYMOND JAMES FINL INC
COM
754730109
546841
5445
SH
SOLE
5445
0
0
ROCKWELL AUTOMATION INC
COM
773903109
3940718
13785
SH
SOLE
13785
0
0
RTX CORPORATION
COM
75513E101
253768
3526
SH
SOLE
3526
0
0
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
265401
5324
SH
SOLE
5324
0
0
SHELL PLC
SPON ADS
780259305
353639
5493
SH
SOLE
5493
0
0
SOUTHERN CO
COM
842587107
263605
4073
SH
SOLE
4073
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1410684
3300
SH
SOLE
3300
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
899581
1970
SH
SOLE
1970
0
0
SPDR SER TR
S&P 400 MDCP VAL
78464A839
239269
3689
SH
SOLE
3689
0
0
SPDR SER TR
PRTFLO S&P500 GW
78464A409
273103
4607
SH
SOLE
4607
0
0
SPDR SER TR
PORTFOLIO S&P600
78468R853
663351
17977
SH
SOLE
17977
0
0
SPDR SER TR
S&P 400 MDCP GRW
78464A821
253606
3668
SH
SOLE
3668
0
0
SPDR SER TR
S&P 600 SMCP VAL
78464A300
595533
8229
SH
SOLE
8229
0
0
SPDR SER TR
PORTFOLIO S&P400
78464A847
879654
20088
SH
SOLE
20088
0
0
SPROTT PHYSICAL SILVER TR
TR UNIT
85207K107
167897
22150
SH
SOLE
22150
0
0
STARBUCKS CORP
COM
855244109
1883448
20636
SH
SOLE
20636
0
0
STRYKER CORPORATION
COM
863667101
745481
2728
SH
SOLE
2728
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
311971
3590
SH
SOLE
3590
0
0
TESLA INC
COM
88160R101
545730
2181
SH
SOLE
2181
0
0
TJX COS INC NEW
COM
872540109
5356886
60271
SH
SOLE
60271
0
0
UGI CORP NEW
COM
902681105
2595527
112849
SH
SOLE
112849
0
0
UNION PAC CORP
COM
907818108
440859
2165
SH
SOLE
2165
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
341823
2193
SH
SOLE
2193
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
324698
644
SH
SOLE
644
0
0
US BANCORP DEL
COM NEW
902973304
1480321
44776
SH
SOLE
44776
0
0
VALERO ENERGY CORP
COM
91913Y100
553378
3905
SH
SOLE
3905
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
960518
4522
SH
SOLE
4522
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
832019
2118
SH
SOLE
2118
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
494944
9542
SH
SOLE
9542
0
0
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
212479
4860
SH
SOLE
4860
0
0
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
220452
3562
SH
SOLE
3562
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2790489
86099
SH
SOLE
86099
0
0
VISA INC
COM CL A
92826C839
1251944
5443
SH
SOLE
5443
0
0
WALMART INC
COM
931142103
918403
5742
SH
SOLE
5742
0
0
WASTE MGMT INC DEL
COM
94106L109
412503
2706
SH
SOLE
2706
0
0
WESBANCO INC
COM
950810101
312723
12806
SH
SOLE
12806
0
0