Tower Bridge Advisors
Latest statistics and disclosures from Tower Bridge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, JPM, GOOG, ORCL, and represent 22.21% of Tower Bridge Advisors's stock portfolio.
- Added to shares of these 10 stocks: LRCX (+$7.4M), BRK.A, Millrose Pptys Inc Com Cl A, AMZN, PG, ETN, MO, NVDA, PNC, BMY.
- Started 18 new stock positions in ORNYX, EMRAF, NPSRX, MO, NHMRX, VTABX, VFIDX, Mainsty Cush Mlp Prem I mutual fund, TGEIX, PGDIX. Nuveen Short Duration High Yie, FRIAX, ASML, BCGIX, LBNYX, Millrose Pptys Inc Com Cl A, BRK.A, APH.
- Reduced shares in these 10 stocks: DEO, ADBE, WMT, MSFT, MKC, BDX, AMTM, CMCSA, LEN, .
- Sold out of its positions in AMD, AHIFX, 1/100 Berkshire Htwy Cla 100, BFRIX, CTVA, CFR, EQIX, FXAIX, RF, QSR. SWKS, CEF, TGT.
- Tower Bridge Advisors was a net seller of stock by $-15M.
- Tower Bridge Advisors has $895M in assets under management (AUM), dropping by -4.69%.
- Central Index Key (CIK): 0001278249
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Portfolio Holdings for Tower Bridge Advisors
Tower Bridge Advisors holds 198 positions in its portfolio as reported in the March 2025 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Microsoft Corp Common (MSFT) | 6.6 | $59M | -2% | 157k | 375.39 |
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Apple Common (AAPL) | 5.7 | $51M | 229k | 222.13 |
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J P Morgan Chase & Common (JPM) | 3.6 | $32M | 131k | 245.30 |
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Alphabet Class C Common (GOOG) | 3.5 | $31M | 199k | 156.23 |
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Oracle Sys Corp Common (ORCL) | 2.9 | $26M | -2% | 185k | 139.81 |
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Broadcom Common (AVGO) | 2.7 | $24M | 143k | 167.43 |
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Visa Common (V) | 2.4 | $22M | -3% | 63k | 350.46 |
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Mcdonald's Corp Common (MCD) | 2.4 | $21M | 68k | 312.37 |
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Accenture Common (ACN) | 2.2 | $20M | 64k | 312.04 |
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Aon Plc Shs Cl A Common (AON) | 1.9 | $17M | -2% | 43k | 399.09 |
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Johnson & Johnson Common (JNJ) | 1.8 | $16M | -2% | 97k | 165.84 |
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Unitedhealth Group Common (UNH) | 1.7 | $15M | 29k | 523.74 |
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Jacobs Solutions I Common (J) | 1.7 | $15M | -3% | 123k | 120.89 |
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Pepsico Common (PEP) | 1.6 | $15M | 97k | 149.94 |
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Rtx Corporation Common (RTX) | 1.6 | $14M | 108k | 132.46 |
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Procter & Gamble C Common (PG) | 1.6 | $14M | +4% | 83k | 170.42 |
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T Mobile Us Common (TMUS) | 1.6 | $14M | 53k | 266.71 |
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Iqvia Holdings Common (IQV) | 1.4 | $13M | -2% | 72k | 176.30 |
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Thermo Fisher Scie Common (TMO) | 1.4 | $13M | 25k | 497.61 |
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Exxon Mobil Common (XOM) | 1.4 | $12M | 102k | 118.93 |
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Lowe's Cos Common (LOW) | 1.3 | $11M | 49k | 233.23 |
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Becton Dickinson & Common (BDX) | 1.3 | $11M | -8% | 49k | 229.06 |
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Coca Cola Common (KO) | 1.3 | $11M | 157k | 71.62 |
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Meta Platforms Common (META) | 1.2 | $11M | 19k | 576.36 |
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Lam Research Corp Common (LRCX) | 1.1 | $10M | +262% | 142k | 72.70 |
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Chevron Corp Common (CVX) | 1.1 | $9.9M | 59k | 167.29 |
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Eaton Corp Common (ETN) | 1.1 | $9.8M | +6% | 36k | 271.83 |
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Danaher Corp Common (DHR) | 1.1 | $9.6M | -3% | 47k | 205.00 |
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Costco Wholesale Common (COST) | 1.0 | $9.2M | 9.8k | 945.78 |
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Alphabet Class A Common (GOOGL) | 1.0 | $9.2M | -4% | 59k | 154.64 |
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Schwab Charles Cor Common (SCHW) | 1.0 | $9.1M | -4% | 116k | 78.28 |
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Novartis Common (NVS) | 1.0 | $8.7M | 78k | 111.48 |
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Toll Brothers Common (TOL) | 1.0 | $8.6M | 82k | 105.59 |
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Amazon Common (AMZN) | 1.0 | $8.6M | +8% | 45k | 190.26 |
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Watsco Common (WSO) | 1.0 | $8.5M | -2% | 17k | 508.30 |
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Oneok Common (OKE) | 0.9 | $8.4M | 85k | 99.22 |
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Moodys Corp Common (MCO) | 0.9 | $8.4M | -4% | 18k | 465.68 |
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Abbvie Common (ABBV) | 0.9 | $8.4M | 40k | 209.52 |
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Home Depot Common (HD) | 0.9 | $8.0M | -3% | 22k | 366.49 |
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Berkshire Hathaway Common (BRK.B) | 0.8 | $7.3M | -2% | 14k | 532.58 |
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Lennar Corp Common (LEN) | 0.8 | $7.2M | -10% | 63k | 114.78 |
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Cme Group Common (CME) | 0.8 | $7.0M | 26k | 265.29 |
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Intercontinental E Common (ICE) | 0.8 | $6.8M | +2% | 40k | 172.50 |
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Honeywell Intl Common (HON) | 0.7 | $6.3M | -5% | 30k | 211.75 |
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Abbott Labs Common (ABT) | 0.7 | $6.0M | 45k | 132.65 |
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Wal Mart Stores In Common (WMT) | 0.7 | $6.0M | -23% | 68k | 87.79 |
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Nextera Energy Common (NEE) | 0.7 | $5.9M | +3% | 83k | 70.89 |
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Lilly, Eli And Common (LLY) | 0.6 | $5.7M | -11% | 6.9k | 825.91 |
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Texas Pacific Land Common (TPL) | 0.6 | $5.7M | 4.3k | 1324.99 |
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Parker Hannifin Common (PH) | 0.6 | $5.6M | 9.3k | 607.85 |
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Brown & Brown Common (BRO) | 0.6 | $5.1M | -4% | 41k | 124.40 |
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Union Pacific Corp Common (UNP) | 0.6 | $5.0M | 21k | 236.24 |
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Fedex Corp Common (FDX) | 0.5 | $4.9M | -4% | 20k | 243.78 |
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Adobe Sys Common (ADBE) | 0.5 | $4.9M | -29% | 13k | 383.53 |
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Waste Mgmt Inc Del Common (WM) | 0.5 | $4.8M | 21k | 231.51 |
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Enterprise Prods P Common (EPD) | 0.5 | $4.7M | 139k | 34.14 |
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Mondelez Intl Common (MDLZ) | 0.5 | $4.5M | 67k | 67.85 |
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L3 Harris Technolo Common (LHX) | 0.5 | $4.5M | 22k | 209.31 |
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S&p Global Common (SPGI) | 0.5 | $4.4M | 8.6k | 508.09 |
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Amgen Common (AMGN) | 0.5 | $4.3M | +3% | 14k | 311.55 |
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Goldman Sachs Grou Preferr (GS.PA) | 0.5 | $4.3M | -3% | 192k | 22.44 |
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United Parcel Svc Common (UPS) | 0.5 | $4.3M | 39k | 109.99 |
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Air Prods & Chems Common (APD) | 0.5 | $4.2M | -3% | 14k | 294.92 |
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Analog Devices Common (ADI) | 0.5 | $4.1M | 20k | 201.67 |
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Nvidia Corp Common (NVDA) | 0.5 | $4.1M | +11% | 38k | 108.38 |
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Merck & Company Common (MRK) | 0.4 | $3.9M | -8% | 44k | 89.76 |
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Deere & Co. Common (DE) | 0.4 | $3.8M | 8.2k | 469.35 |
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Ameriprise Finl In Common (AMP) | 0.4 | $3.8M | 7.8k | 484.11 |
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Medtronic Common (MDT) | 0.4 | $3.7M | -2% | 41k | 89.86 |
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Cisco Systems Common (CSCO) | 0.4 | $3.6M | +2% | 58k | 61.71 |
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American Express C Common (AXP) | 0.4 | $3.5M | +3% | 13k | 269.05 |
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Int'l Business Mac Common (IBM) | 0.4 | $3.3M | 13k | 248.66 |
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Bank Of America Common (BAC) | 0.3 | $3.1M | 74k | 41.73 |
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Us Bancorp Del 5.5 Preferr (USB.PH) | 0.3 | $3.1M | -3% | 142k | 21.56 |
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Travelers Companie Common (TRV) | 0.3 | $3.0M | +3% | 11k | 264.46 |
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Enbridge Common (ENB) | 0.3 | $3.0M | -2% | 67k | 44.31 |
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Lockheed Martin Common (LMT) | 0.3 | $2.9M | 6.5k | 446.71 |
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Roche Hldg Common (RHHBY) | 0.3 | $2.8M | -2% | 69k | 41.04 |
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Wells Fargo & Co Common (WFC) | 0.3 | $2.8M | +8% | 39k | 71.79 |
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METLIFE INC 4.0 percent P Preferr (MET.PA) | 0.3 | $2.7M | 113k | 23.77 |
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Cdw Corp Common (CDW) | 0.3 | $2.6M | -8% | 16k | 160.26 |
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Pnc Financial Corp Common (PNC) | 0.3 | $2.6M | +15% | 15k | 175.77 |
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Leidos Hldgs Common (LDOS) | 0.3 | $2.4M | 18k | 134.94 |
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Csx Corp Common (CSX) | 0.3 | $2.4M | 82k | 29.43 |
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Qualcomm Common (QCOM) | 0.3 | $2.4M | -5% | 16k | 153.61 |
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Colgate Palmolive Common (CL) | 0.3 | $2.4M | -2% | 25k | 93.70 |
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Bank Of America Pf Preferr (BML.PH) | 0.3 | $2.3M | 104k | 22.08 |
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Bristol Myers Squi Common (BMY) | 0.2 | $2.2M | +15% | 36k | 60.99 |
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Simon Ppty Group I Common (SPG) | 0.2 | $2.1M | -2% | 13k | 166.08 |
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Norfolk Southern C Common (NSC) | 0.2 | $2.0M | 8.3k | 236.85 |
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Automatic Data Pro Common (ADP) | 0.2 | $1.8M | -9% | 6.0k | 305.53 |
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Aflac Common (AFL) | 0.2 | $1.8M | 16k | 111.19 |
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Constellation Bran Common (STZ) | 0.2 | $1.7M | -5% | 9.2k | 183.52 |
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Pfizer Common (PFE) | 0.2 | $1.6M | 64k | 25.34 |
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Duke Energy Corpor Common (DUK) | 0.2 | $1.5M | +3% | 13k | 121.97 |
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Diamondback Energy Common (FANG) | 0.2 | $1.4M | 8.9k | 159.88 |
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Caterpillar Common (CAT) | 0.2 | $1.4M | +4% | 4.3k | 329.80 |
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Trane Technologies Common (TT) | 0.2 | $1.4M | 4.2k | 336.92 |
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Raymond James Fina Common (RJF) | 0.2 | $1.3M | -12% | 9.7k | 138.91 |
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Phillips 66 Common (PSX) | 0.1 | $1.3M | 11k | 123.48 |
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Allstate Corp Common (ALL) | 0.1 | $1.3M | 6.3k | 207.07 |
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Netflix Common (NFLX) | 0.1 | $1.2M | -7% | 1.3k | 932.53 |
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Unilever Common (UL) | 0.1 | $1.2M | 20k | 59.55 |
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Vulcan Matls Common (VMC) | 0.1 | $1.2M | 4.9k | 233.30 |
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Cigna Corp Common (CI) | 0.1 | $1.1M | -9% | 3.2k | 329.00 |
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Verizon Communicat Common (VZ) | 0.1 | $1.0M | 23k | 45.36 |
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Marathon Pete Corp Common (MPC) | 0.1 | $988k | 6.8k | 145.69 |
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Prudential Finl In Common (PRU) | 0.1 | $944k | -2% | 8.5k | 111.68 |
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Linde Common (LIN) | 0.1 | $941k | -9% | 2.0k | 465.64 |
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Mccormick & Co Common (MKC) | 0.1 | $910k | -55% | 11k | 82.31 |
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Morgan Stanley P Preferr (MS.PA) | 0.1 | $885k | 39k | 22.80 |
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Walt Disney Compan Common (DIS) | 0.1 | $864k | -8% | 8.8k | 98.70 |
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Blackrock Common (BLK) | 0.1 | $862k | -3% | 911.00 | 946.48 |
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Nxp Semiconductors Common (NXPI) | 0.1 | $801k | -12% | 4.2k | 190.06 |
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Conocophillips Common (COP) | 0.1 | $799k | 7.6k | 105.02 |
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Berkshire Hathaway Common (BRK.A) | 0.1 | $798k | NEW | 1.00 | 798442.00 |
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Kimberly Clark Cor Common (KMB) | 0.1 | $797k | 5.6k | 142.22 |
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Carrier Global Cor Common (CARR) | 0.1 | $786k | 12k | 63.40 |
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Emerson Electric C Common (EMR) | 0.1 | $753k | 6.9k | 109.64 |
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Welltower Common (WELL) | 0.1 | $743k | 4.9k | 153.21 |
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Millrose Propertie Common | 0.1 | $729k | NEW | 28k | 26.51 |
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Amentum Holdings I Common (AMTM) | 0.1 | $708k | -58% | 39k | 18.20 |
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Veralto Corp Common (VLTO) | 0.1 | $695k | -8% | 7.1k | 97.45 |
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Goldman Sachs Grou Common (GS) | 0.1 | $669k | 1.2k | 546.29 |
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Bk Of America Corp Preferr (BML.PG) | 0.1 | $667k | +7% | 30k | 22.15 |
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Roper Inds Common (ROP) | 0.1 | $643k | -5% | 1.1k | 589.58 |
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Southern Common (SO) | 0.1 | $634k | +2% | 6.9k | 91.95 |
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Illinois Tool Work Common (ITW) | 0.1 | $624k | +17% | 2.5k | 248.01 |
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Comcast Corp New C Common (CMCSA) | 0.1 | $620k | -59% | 17k | 36.90 |
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Prologis Common (PLD) | 0.1 | $613k | 5.5k | 111.79 |
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A T & T Common (T) | 0.1 | $603k | +3% | 21k | 28.28 |
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Goldman Sachs Grou Preferr (GS.PD) | 0.1 | $593k | 27k | 22.10 |
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Ge Aerospace Common (GE) | 0.1 | $586k | +11% | 2.9k | 200.15 |
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Altria Group Common (MO) | 0.1 | $566k | NEW | 9.4k | 60.02 |
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American Electric Common (AEP) | 0.1 | $544k | 5.0k | 109.27 |
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Victory Portfolios Mutual (USBLX) | 0.1 | $534k | 20k | 27.08 |
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Starbucks Corp Common (SBUX) | 0.1 | $525k | 5.4k | 98.09 |
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Chubb Common (CB) | 0.1 | $524k | 1.7k | 301.99 |
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Marsh & Mclennan C Common (MMC) | 0.1 | $518k | 2.1k | 244.03 |
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Vanguard/wellingto Mutual (VWENX) | 0.1 | $511k | 7.1k | 72.32 |
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Texas Instruments Common (TXN) | 0.1 | $486k | 2.7k | 179.70 |
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Ppg Industries Common (PPG) | 0.1 | $481k | 4.4k | 109.35 |
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Truist Financial C Common (TFC) | 0.1 | $477k | -17% | 12k | 41.15 |
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Hershey Foods Corp Common (HSY) | 0.1 | $462k | 2.7k | 171.03 |
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Vanguard Windsor I Mutual (VWNAX) | 0.1 | $457k | 5.9k | 78.03 |
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Diageo Common (DEO) | 0.0 | $439k | -90% | 4.2k | 104.80 |
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Cdn Imperial Bk Common (CM) | 0.0 | $429k | 7.6k | 56.30 |
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Applied Matls Common (AMAT) | 0.0 | $424k | +2% | 2.9k | 145.12 |
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Dover Corp Common (DOV) | 0.0 | $416k | 2.4k | 175.68 |
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Church & Dwight Common (CHD) | 0.0 | $396k | 3.6k | 110.09 |
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Globe Life Common (GL) | 0.0 | $395k | 3.0k | 131.72 |
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Cvs Health Corp. Common (CVS) | 0.0 | $369k | -51% | 5.5k | 67.75 |
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Otis Worldwide Cor Common (OTIS) | 0.0 | $345k | 3.3k | 103.20 |
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Mccormick & Co Common (MKC.V) | 0.0 | $328k | 4.0k | 82.05 |
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Uber Technologies Common (UBER) | 0.0 | $328k | 4.5k | 72.86 |
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3M Common (MMM) | 0.0 | $315k | -31% | 2.1k | 146.86 |
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Schwab S&p 500 Ind Mutual (SWPPX) | 0.0 | $313k | 3.6k | 86.41 |
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Darden Restaurants Common (DRI) | 0.0 | $312k | 1.5k | 207.76 |
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International Pape Common (IP) | 0.0 | $311k | 5.8k | 53.35 |
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Toronto Dominion B Common (TD) | 0.0 | $304k | 5.1k | 59.94 |
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Blackstone Group I Common (BX) | 0.0 | $295k | 2.1k | 139.78 |
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American Funds Was Mutual (WMFFX) | 0.0 | $291k | 4.7k | 61.46 |
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American Balanced Mutual (ABALX) | 0.0 | $284k | 8.3k | 34.15 |
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Brandywine Global Mutual (BCGIX) | 0.0 | $272k | NEW | 26k | 10.50 |
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Amphenol Corp Cl A Common (APH) | 0.0 | $262k | NEW | 4.0k | 65.59 |
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Ppl Corp Common (PPL) | 0.0 | $262k | -11% | 7.3k | 36.11 |
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Franklin Managed T Mutual (FRDAX) | 0.0 | $256k | 2.9k | 87.64 |
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Dominion Res Inc V Common (D) | 0.0 | $253k | 4.5k | 56.07 |
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Vanguard Us Growth Mutual (VWUAX) | 0.0 | $241k | 1.4k | 166.18 |
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Franklin Custodian Mutual (FNCFX) | 0.0 | $234k | 99k | 2.37 |
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Asml Holding N V N Common (ASML) | 0.0 | $233k | NEW | 352.00 | 662.63 |
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Fs Kkr Capital Cor Common (FSK) | 0.0 | $233k | 11k | 20.95 |
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General Mills Common (GIS) | 0.0 | $230k | -11% | 3.9k | 59.79 |
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Tractor Supply Common (TSCO) | 0.0 | $227k | -10% | 4.1k | 55.10 |
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Principal Fds Mutual (PGDIX) | 0.0 | $226k | NEW | 19k | 11.80 |
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Vanguard Pa Tax Fr Mutual (VPALX) | 0.0 | $222k | 21k | 10.61 |
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Ge Vernova Common (GEV) | 0.0 | $222k | +11% | 727.00 | 305.17 |
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Vanguard Bd Index Mutual (VSIAX) | 0.0 | $221k | 2.8k | 80.03 |
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Franklin Income Ad Mutual (FRIAX) | 0.0 | $220k | NEW | 93k | 2.36 |
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Udr Common (UDR) | 0.0 | $217k | 4.8k | 45.17 |
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Vanguard Mun Bd Mutual (VWLUX) | 0.0 | $213k | 20k | 10.67 |
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Vanguard Charlotte Mutual (VTABX) | 0.0 | $209k | NEW | 11k | 19.47 |
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State Street Corp Common (STT) | 0.0 | $208k | -2% | 2.3k | 89.53 |
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F M C Corp Common (FMC) | 0.0 | $207k | -2% | 4.9k | 42.19 |
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Factset Resh Sys Common (FDS) | 0.0 | $205k | 450.00 | 454.64 |
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Lyondellbasell Ind Common (LYB) | 0.0 | $204k | 2.9k | 70.40 |
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Vanguard/primecap Mutual (VPMAX) | 0.0 | $202k | 1.2k | 164.67 |
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Lord Abbett Bd Deb Mutual (LBNYX) | 0.0 | $202k | NEW | 29k | 7.04 |
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Aim Tax-exempt Fds Mutual (ORNYX) | 0.0 | $202k | NEW | 30k | 6.69 |
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Emera Common (EMRAF) | 0.0 | $201k | NEW | 4.8k | 42.09 |
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Nuveen Invt Tr V P Mutual (NPSRX) | 0.0 | $192k | NEW | 12k | 15.60 |
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New York Life Invt Mutual | 0.0 | $176k | NEW | 14k | 12.74 |
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Zeta Global Holdin Common (ZETA) | 0.0 | $171k | 13k | 13.56 |
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Tcw Fds Inc Emrg M Mutual (TGEIX) | 0.0 | $169k | NEW | 26k | 6.51 |
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Nuveen Funds Hi Yl Mutual (NHMRX) | 0.0 | $158k | NEW | 11k | 14.52 |
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Vanguard Int-term Mutual (VFIDX) | 0.0 | $151k | NEW | 17k | 8.69 |
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Nuveen Mun Tr Shdu Mutual | 0.0 | $139k | NEW | 15k | 9.58 |
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Franklin Custodian Mutual (FCISX) | 0.0 | $40k | 17k | 2.43 |
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Past Filings by Tower Bridge Advisors
SEC 13F filings are viewable for Tower Bridge Advisors going back to 2010
- Tower Bridge Advisors 2025 Q1 filed May 8, 2025
- Tower Bridge Advisors 2024 Q4 filed Feb. 5, 2025
- Tower Bridge Advisors 2024 Q3 filed Nov. 6, 2024
- Tower Bridge Advisors 2024 Q2 filed July 24, 2024
- Tower Bridge Advisors 2024 Q1 filed April 29, 2024
- Tower Bridge Advisors 2023 Q4 filed Feb. 14, 2024
- Tower Bridge Advisors 2023 Q3 filed Nov. 1, 2023
- Tower Bridge Advisors 2023 Q2 filed July 20, 2023
- Tower Bridge Advisors 2023 Q1 filed April 26, 2023
- Tower Bridge Advisors 2022 Q4 filed Jan. 27, 2023
- Tower Bridge Advisors 2022 Q3 filed Nov. 14, 2022
- Tower Bridge Advisors 2022 Q2 filed July 21, 2022
- Tower Bridge Advisors 2022 Q1 filed May 5, 2022
- Tower Bridge Advisors 2021 Q4 filed Feb. 9, 2022
- Tower Bridge Advisors 2021 Q3 filed Oct. 28, 2021
- Tower Bridge Advisors 2021 Q2 filed Aug. 10, 2021