Filling information for Bill Few Associates, Inc. as Treemap, investor disclosed 134 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 78464A847 | 78464A847 | SPDR SER TR | PORTFOLIO S&P400 | 787564 | 17162 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 1251376 | 10845 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 355909 | 3966 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 954366 | 7321 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 299254 | 4905 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 4334671 | 13954 | |
| 22822V101 | 22822V101 | CROWN CASTLE INC | COM | 594368 | 5217 | |
| 03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 3280932 | 17050 | |
| 78464A839 | 78464A839 | SPDR SER TR | S&P 400 MDCP VAL | 247539 | 3599 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 323289 | 4357 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 375538 | 3752 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 3675119 | 33711 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 559818 | 8754 | |
| 316773100 | 316773100 | FIFTH THIRD BANCORP | COM | 238039 | 9082 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 318152 | 4148 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 4808396 | 44834 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 3156905 | 15214 | |
| 70450Y103 | 70450Y103 | PAYPAL HLDGS INC | COM | 1642759 | 24618 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 702093 | 13570 | |
| 25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 2305274 | 44512 | |
| 464287655 | 464287655 | ISHARES TR | RUSSELL 2000 ETF | 585781 | 3128 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 224435 | 4860 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 309532 | 644 | |
| 458140100 | 458140100 | INTEL CORP | COM | 830234 | 24828 | |
| 219350105 | 219350105 | CORNING INC | COM | 2780144 | 79342 | |
| 053611109 | 053611109 | AVERY DENNISON CORP | COM | 2392315 | 13925 | |
| 037833100 | 037833100 | APPLE INC | COM | 17332397 | 89356 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 585841 | 2238 | |
| 559080106 | 559080106 | MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 249280 | 4000 | |
| 754730109 | 754730109 | RAYMOND JAMES FINL INC | COM | 565028 | 5445 | |
| 921946794 | 921946794 | VANGUARD WHITEHALL FDS | INTL HIGH ETF | 225118 | 3562 | |
| 91913Y100 | 91913Y100 | VALERO ENERGY CORP | COM | 422867 | 3605 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 3234919 | 16680 | |
| 931142103 | 931142103 | WALMART INC | COM | 902570 | 5742 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2950673 | 8653 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 759656 | 7782 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 1372792 | 10900 | |
| 46138J510 | 46138J510 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 MUNI | 209756 | 8922 | |
| 78464A821 | 78464A821 | SPDR SER TR | S&P 400 MDCP GRW | 254931 | 3558 | |
| 670346105 | 670346105 | NUCOR CORP | COM | 501123 | 3056 | |
| 319829107 | 319829107 | FIRST COMWLTH FINL CORP PA | COM | 145437 | 11497 | |
| 03662Q105 | 03662Q105 | ANSYS INC | COM | 313757 | 950 | |
| 69351T106 | 69351T106 | PPL CORP | COM | 373513 | 14116 | |
| 14020G101 | 14020G101 | CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 316889 | 12560 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 413531 | 1582 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 391402 | 727 | |
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 200352 | 384 | |
| 950810101 | 950810101 | WESBANCO INC | COM | 292748 | 11431 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 4276252 | 23087 | |
| 14020W106 | 14020W106 | CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 1305778 | 48291 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 296666 | 4223 | |
| 654106103 | 654106103 | NIKE INC | CL B | 249988 | 2265 | |
| 369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 258610 | 1202 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 438242 | 27476 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1296403 | 5459 | |
| 693506107 | 693506107 | PPG INDS INC | COM | 1372119 | 9252 | |
| 902681105 | 902681105 | UGI CORP NEW | COM | 3057805 | 113378 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 366208 | 2043 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 1462824 | 3300 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 4768687 | 32788 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 3077905 | 82762 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 832286 | 2728 | |
| 09260D107 | 09260D107 | BLACKSTONE INC | COM | 3602216 | 38746 | |
| 039483102 | 039483102 | ARCHER DANIELS MIDLAND CO | COM | 353621 | 4680 | |
| 46654Q104 | 46654Q104 | J P MORGAN EXCHANGE TRADED F | INFLATION MANAGE | 1242011 | 26895 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 2123371 | 23783 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 444644 | 10701 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 4639511 | 30575 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 4695572 | 38816 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 303042 | 2195 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 931959 | 1946 | |
| 14020Y201 | 14020Y201 | CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 362019 | 13674 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 443002 | 2165 | |
| 260003108 | 260003108 | DOVER CORP | COM | 346239 | 2345 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 203794 | 2794 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 12997513 | 38167 | |
| 74460D109 | 74460D109 | PUBLIC STORAGE | COM | 301804 | 1034 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 4586815 | 34045 | |
| 52468L810 | 52468L810 | LEGG MASON ETF INVT | WESTN ASET TTL | 316043 | 15428 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1089505 | 4946 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 338004 | 2526 | |
| 244199105 | 244199105 | DEERE & CO | COM | 490861 | 1211 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 367383 | 798 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 626566 | 2547 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 5192147 | 12274 | |
| 053015103 | 053015103 | AUTOMATIC DATA PROCESSING IN | COM | 2936175 | 13359 | |
| 075887109 | 075887109 | BECTON DICKINSON & CO | COM | 1814805 | 6874 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 476305 | 8754 | |
| 35473P868 | 35473P868 | FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 365718 | 15302 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 2046183 | 20656 | |
| 372460105 | 372460105 | GENUINE PARTS CO | COM | 573182 | 3387 | |
| 85207K107 | 85207K107 | SPROTT PHYSICAL SILVER TR | TR UNIT | 172549 | 22150 | |
| 097023105 | 097023105 | BOEING CO | COM | 633809 | 3002 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 4159862 | 26437 | |
| 316188606 | 316188606 | FIDELITY MERRIMACK STR TR | INVESTMENT GR BD | 337015 | 7865 | |
| 78468R853 | 78468R853 | SPDR SER TR | PORTFOLIO S&P600 | 671427 | 17287 | |
| 14020V108 | 14020V108 | CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 431219 | 16792 | |
| 872540109 | 872540109 | TJX COS INC NEW | COM | 5140055 | 60621 | |
| 260557103 | 260557103 | DOW INC | COM | 221562 | 4160 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 953905 | 2034 | |
| 717081103 | 717081103 | PFIZER INC | COM | 2950986 | 80452 | |
| 28176E108 | 28176E108 | EDWARDS LIFESCIENCES CORP | COM | 289687 | 3071 | |
| 46138J536 | 46138J536 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 MUNI | 218917 | 8838 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 744303 | 1827 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 1798840 | 8945 | |
| 64110L106 | 64110L106 | NETFLIX INC | COM | 236543 | 537 | |
| 31428X106 | 31428X106 | FEDEX CORP | COM | 231787 | 935 | |
| 874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 362303 | 3590 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 1426396 | 43172 | |
| 773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 4493698 | 13640 | |
| 571748102 | 571748102 | MARSH & MCLENNAN COS INC | COM | 592452 | 3150 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 417631 | 7621 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 453648 | 1228 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 616856 | 13617 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 275251 | 5324 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 656248 | 8986 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 3120793 | 17915 | |
| 084670108 | 084670108 | BERKSHIRE HATHAWAY INC DEL | CL A | 1035620 | 2 | |
| 94106L109 | 94106L109 | WASTE MGMT INC DEL | COM | 469275 | 2706 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 344534 | 773 | |
| 031162100 | 031162100 | AMGEN INC | COM | 362559 | 1633 | |
| 46138J528 | 46138J528 | INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 MUNI | 214597 | 8813 | |
| 780259305 | 780259305 | SHELL PLC | SPON ADS | 286382 | 4743 | |
| 78464A300 | 78464A300 | SPDR SER TR | S&P 600 SMCP VAL | 627323 | 8127 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 1057210 | 3543 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 315071 | 5232 | |
| 46641Q126 | 46641Q126 | J P MORGAN EXCHANGE TRADED F | REALTY INCOME ET | 246841 | 5825 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 5445986 | 45730 | |
| 302520101 | 302520101 | F N B CORP | COM | 900472 | 78713 | |
| 14019W109 | 14019W109 | CAPITAL GROUP INTL FOCUS EQT | SHS CREATION UNI | 820883 | 34901 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1580105 | 9546 | |
| 460146103 | 460146103 | INTERNATIONAL PAPER CO | COM | 214336 | 6738 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1037799 | 8670 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 313376 | 3199 |