Tower Bridge Advisors

Tower Bridge Advisors as of March 31, 2026

Portfolio Holdings for Tower Bridge Advisors

Tower Bridge Advisors holds 221 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common (AAPL) 5.2 $54M 214k 253.79
Alphabet Inc. Class C Common (GOOG) 5.1 $53M 186k 286.86
Microsoft Corporation Common (MSFT) 5.1 $53M 144k 370.17
Broadcom Common (AVGO) 4.0 $41M 133k 309.51
JPMorgan Chase & Co. Common (JPM) 3.6 $37M 126k 294.16
Lam Research Corporation Common (LRCX) 2.2 $23M 107k 213.66
Oracle Corporation Common (ORCL) 2.1 $22M 149k 147.11
Johnson & Johnson Common (JNJ) 2.1 $22M 89k 244.44
McDonald's Corporation Common (MCD) 2.0 $21M 66k 310.79
RTX Corporation Common (RTX) 2.0 $20M 105k 192.90
Vanguard S&P 500 ETF Etf (VOO) 1.8 $19M 31k 597.55
Visa Inc. Class A Common (V) 1.7 $18M 59k 302.24
Exxon Mobil Corporation Common (XOM) 1.7 $17M 102k 169.66
Alphabet Inc. Class A Common (GOOGL) 1.5 $16M 55k 287.56
Jacobs Solutions Common (J) 1.5 $15M 120k 127.28
Intercontinental Exchange Common (ICE) 1.4 $14M 90k 157.28
PepsiCo Common (PEP) 1.3 $14M 87k 155.29
Eaton Corp Common (ETN) 1.3 $14M 38k 357.67
Thermo Fisher Scientific Common (TMO) 1.3 $13M 27k 491.54
Chevron Corporation Common (CVX) 1.1 $12M 57k 206.90
Charles Schwab Corp Common (SCHW) 1.1 $12M 124k 93.98
Amazon.com Common (AMZN) 1.1 $12M 56k 208.27
Duke Energy Corporation Common (DUK) 1.1 $12M 88k 130.94
Procter & Gamble Company Common (PG) 1.1 $12M 80k 144.44
Accenture Plc Class A Common (ACN) 1.1 $11M 58k 198.29
IQVIA Holdings Common (IQV) 1.1 $11M 66k 170.54
Meta Platforms Inc Class A Common (META) 1.1 $11M 20k 572.13
Novartis Common (NVS) 1.1 $11M 72k 152.75
Lowe's Companies Common (LOW) 1.1 $11M 46k 236.28
Aon Plc Class A Common (AON) 1.0 $11M 34k 322.78
Coca-Cola Company Common (KO) 1.0 $11M 140k 76.05
T-Mobile US Common (TMUS) 1.0 $11M 50k 210.03
Toll Brothers Common (TOL) 1.0 $10M 76k 136.47
Costco Wholesale Corporation Common (COST) 1.0 $10M 10k 996.43
NextEra Energy Common (NEE) 0.9 $9.5M 102k 92.88
NVIDIA Corporation Common (NVDA) 0.9 $9.1M 52k 174.40
Parker-Hannifin Corporation Common (PH) 0.8 $8.7M 9.8k 895.24
AbbVie Common (ABBV) 0.8 $8.6M 39k 217.49
Walmart Common (WMT) 0.8 $8.1M 65k 124.28
Moody's Corporation Common (MCO) 0.8 $7.9M 18k 436.26
Honeywell International Common (HON) 0.7 $7.7M 34k 226.03
Oneok Common (OKE) 0.7 $7.7M 85k 90.39
Schwab US Dividend Equity ETF Etf (SCHD) 0.7 $7.6M 248k 30.68
L3Harris Technologies Common (LHX) 0.7 $7.5M 22k 345.15
CME Group Inc. Class A Common (CME) 0.7 $7.5M 25k 295.34
Analog Devices Common (ADI) 0.7 $7.3M 23k 318.14
Vanguard FTSE All-World ex-US Index Fund Etf (VEU) 0.7 $7.2M 95k 75.10
Danaher Corporation Common (DHR) 0.7 $7.1M 38k 189.60
Home Depot Common (HD) 0.7 $6.7M 21k 328.89
Waste Management Common (WM) 0.7 $6.7M 29k 229.79
United Parcel Service, Inc. Class B Common (UPS) 0.6 $6.5M 66k 98.38
Eli Lilly and Company Common (LLY) 0.6 $6.1M 6.7k 919.77
Berkshire Hathaway Inc. Class B Common (BRK.B) 0.6 $6.0M 12k 479.20
Watsco Common (WSO) 0.6 $5.9M 16k 363.80
Becton, Dickinson and Company Common (BDX) 0.6 $5.9M 37k 157.23
SPDR S&P 500 ETF Trust Etf (SPY) 0.6 $5.8M 8.9k 650.37
Vanguard Mid-Cap ETF Etf (VO) 0.5 $5.4M 19k 287.18
Amgen Common (AMGN) 0.5 $5.3M 15k 351.85
Linde Common (LIN) 0.5 $5.3M 11k 495.76
American Express Company Common (AXP) 0.5 $5.2M 17k 302.48
Texas Pacific Land Corporation Common (TPL) 0.5 $5.2M 11k 474.56
Abbott Laboratories Common (ABT) 0.5 $5.1M 50k 102.67
Union Pacific Corporation Common (UNP) 0.5 $5.1M 21k 242.62
Enterprise Products Partners Common (EPD) 0.5 $4.9M 130k 37.84
Lennar Corporation Class A Common (LEN) 0.5 $4.9M 56k 86.84
Cisco Systems Common (CSCO) 0.4 $4.4M 57k 77.59
Merck & Co Common (MRK) 0.4 $4.2M 35k 120.29
Lockheed Martin Corporation Common (LMT) 0.4 $4.2M 6.9k 604.39
Air Products and Chemicals Common (APD) 0.4 $4.1M 14k 290.49
Deere & Company Common (DE) 0.4 $4.1M 7.3k 563.30
Brown & Brown Common (BRO) 0.4 $4.0M 61k 65.21
Travelers Companies Common (TRV) 0.4 $4.0M 14k 291.68
Enbridge Common (ENB) 0.4 $3.9M 72k 54.14
Bank of America Corp Common (BAC) 0.4 $3.7M 77k 48.75
S&P Global Common (SPGI) 0.4 $3.7M 8.6k 425.35
Mondelez International, Inc. Class A Common (MDLZ) 0.3 $3.4M 60k 57.64
Ameriprise Financial Common (AMP) 0.3 $3.3M 7.4k 444.40
CSX Corporation Common (CSX) 0.3 $3.3M 79k 41.05
Wells Fargo & Company Common (WFC) 0.3 $3.3M 41k 79.61
Medtronic Common (MDT) 0.3 $3.2M 37k 86.65
Leidos Holdings Common (LDOS) 0.3 $3.1M 20k 155.52
PNC Financial Services Group Common (PNC) 0.3 $3.1M 15k 208.09
Caterpillar Common (CAT) 0.3 $2.8M 4.0k 708.46
Vanguard Dividend Appreciation ETF Etf (VIG) 0.3 $2.7M 12k 215.06
Invesco S&P 500 Equal Weight ETF Etf (RSP) 0.3 $2.6M 14k 191.92
International Business Machines Corporation Common (IBM) 0.2 $2.4M 10k 242.39
Norfolk Southern Corporation Common (NSC) 0.2 $2.4M 8.3k 287.00
Simon Property Group Common (SPG) 0.2 $2.4M 13k 186.53
Schwab U.S. Mid-Cap ETF Etf (SCHM) 0.2 $2.2M 70k 30.96
iShares Core S&P 500 ETF Etf (IVV) 0.2 $2.1M 3.3k 653.21
Vanguard Small-Cap ETF Etf (VB) 0.2 $2.0M 7.7k 261.92
Colgate-Palmolive Company Common (CL) 0.2 $1.9M 23k 85.23
QUALCOMM Incorporated Common (QCOM) 0.2 $1.9M 15k 128.78
Philip Morris International Common (PM) 0.2 $1.9M 11k 165.34
Vanguard FTSE Developed Markets ETF Etf (VEA) 0.2 $1.7M 27k 64.08
Aflac Incorporated Common (AFL) 0.2 $1.7M 16k 109.71
Phillips 66 Common (PSX) 0.2 $1.7M 9.3k 182.18
Amphenol Corporation Class A Common (APH) 0.2 $1.7M 13k 126.35
Trane Technologies Common (TT) 0.2 $1.7M 4.0k 416.74
Southern Company Common (SO) 0.2 $1.6M 17k 96.52
iShares Russell Midcap ETF Etf (IWR) 0.2 $1.6M 17k 97.23
Bristol-Myers Squibb Company Common (BMY) 0.2 $1.6M 26k 60.65
SPDR S&P Midcap 400 ETF Trust Etf (MDY) 0.1 $1.6M 2.5k 616.76
Waters Corporation Common (WAT) 0.1 $1.4M 4.7k 297.80
Marathon Petroleum Corporation Common (MPC) 0.1 $1.4M 5.8k 244.18
Vanguard Total Stock Market ETF Etf (VTI) 0.1 $1.4M 4.3k 320.81
CDW Corporation Common (CDW) 0.1 $1.4M 11k 121.02
Diamondback Energy Common (FANG) 0.1 $1.3M 6.8k 197.79
Vulcan Materials Company Common (VMC) 0.1 $1.3M 4.9k 272.30
Invesco QQQ Trust Series I Etf (QQQ) 0.1 $1.3M 2.3k 577.19
NiSource Common (NI) 0.1 $1.3M 28k 46.66
GE Aerospace Common (GE) 0.1 $1.2M 4.3k 283.77
Netflix Common (NFLX) 0.1 $1.2M 13k 96.15
Allstate Corporation Common (ALL) 0.1 $1.2M 5.8k 207.34
Raymond James Financial Common (RJF) 0.1 $1.2M 8.1k 144.79
Pfizer Common (PFE) 0.1 $1.2M 41k 28.08
Automatic Data Processing Common (ADP) 0.1 $1.1M 5.4k 203.18
Applied Materials Common (AMAT) 0.1 $1.1M 3.1k 341.79
Vanguard FTSE Emerging Markets ETF Etf (VWO) 0.1 $1.0M 19k 54.05
Schwab Emerging Markets Equity ETF Etf (SCHE) 0.1 $990k 30k 32.95
FedEx Corporation Common (FDX) 0.1 $986k 2.8k 356.18
GE Vernova Common (GEV) 0.1 $968k 1.1k 872.90
BlackRock Common (BLK) 0.1 $965k 1.0k 961.71
iShares Russell 1000 Value ETF Etf (IWD) 0.1 $962k 4.5k 213.67
Amentum Holdings Common (AMTM) 0.1 $931k 36k 26.08
Goldman Sachs Group Common (GS) 0.1 $931k 1.1k 845.99
Vanguard Russell 1000 Value ETF Etf (VONV) 0.1 $902k 9.6k 93.74
Emerson Electric Common (EMR) 0.1 $892k 6.8k 131.02
State Street SPDR S&P Biotech ETF Etf (XBI) 0.1 $890k 7.0k 127.73
Welltower Common (WELL) 0.1 $875k 4.4k 197.71
Vanguard Short-Term Bond ETF Etf (BSV) 0.1 $875k 11k 78.41
NXP Semiconductors NV Common (NXPI) 0.1 $857k 4.4k 196.86
iShares TIPS Bond ETF Etf (TIP) 0.1 $836k 7.6k 110.36
Boston Scientific Corporation Common (BSX) 0.1 $831k 13k 62.75
ConocoPhillips Common (COP) 0.1 $829k 6.3k 132.00
Williams Companies Common (WMB) 0.1 $791k 11k 72.78
Prologis Common (PLD) 0.1 $753k 5.7k 132.18
iShares MSCI USA Quality Factor ETF Etf (QUAL) 0.1 $748k 3.9k 191.81
SPDR Gold MiniShares Etf (GLDM) 0.1 $738k 8.0k 92.69
Cigna Group Common (CI) 0.1 $727k 2.7k 266.75
iShares Russell Top 200 Growth ETF Etf (IWY) 0.1 $722k 2.9k 248.84
Canadian Imperial Bank of Commerce Common (CM) 0.1 $721k 7.6k 94.75
Berkshire Hathaway Inc. Class A Common (BRK.A) 0.1 $718k 1.00 718140.00
Vanguard Large-Cap ETF Etf (VV) 0.1 $708k 2.4k 298.85
Verizon Communications Common (VZ) 0.1 $686k 14k 50.20
Walt Disney Company Common (DIS) 0.1 $668k 6.9k 96.38
American Electric Power Company Common (AEP) 0.1 $652k 5.0k 131.08
Millrose Properties Inc Class A Common (MRP) 0.1 $649k 23k 28.00
Unilever Common (UL) 0.1 $626k 11k 56.97
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.1 $623k 9.2k 67.53
UnitedHealth Group Incorporated Common (UNH) 0.1 $613k 2.3k 270.60
Agnico Eagle Mines Common (AEM) 0.1 $609k 3.0k 202.98
At&t Common (T) 0.1 $597k 21k 28.99
SPDR Gold Shares Etf (GLD) 0.1 $594k 1.4k 430.29
Carrier Global Corp. Common (CARR) 0.1 $583k 10k 56.31
Schwab U.S. Large-Cap Growth ETF Etf (SCHG) 0.1 $575k 20k 29.13
Century Communities Common (CCS) 0.1 $574k 10k 57.38
Prudential Financial Common (PRU) 0.1 $562k 5.8k 97.69
Hershey Company Common (HSY) 0.1 $561k 2.7k 207.89
Alamos Gold Common (AGI) 0.1 $555k 13k 44.43
iShares Preferred & Income Securities ETF Etf (PFF) 0.1 $533k 18k 30.32
Vanguard Mid-Cap Growth ETF Etf (VOT) 0.1 $530k 2.1k 257.35
Altria Group Common (MO) 0.0 $507k 7.7k 65.99
Illinois Tool Works Common (ITW) 0.0 $498k 1.9k 260.29
Meritage Homes Corporation Common (MTH) 0.0 $495k 8.0k 61.84
Dover Corporation Common (DOV) 0.0 $493k 2.4k 208.45
Toronto-Dominion Bank Common (TD) 0.0 $473k 5.1k 93.31
VanEck Semiconductor ETF Etf (SMH) 0.0 $472k 1.2k 383.40
Truist Financial Corporation Common (TFC) 0.0 $468k 10k 45.97
Sprott Physical Gold Trust Units Closed End (PHYS) 0.0 $464k 13k 35.44
iShares Russell Top 200 Value ETF Etf (IWX) 0.0 $454k 4.9k 92.67
McCormick & Company, Incorporated Common (MKC) 0.0 $453k 9.0k 50.44
Starbucks Corporation Common (SBUX) 0.0 $450k 5.0k 89.59
ASML Holding NV Common (ASML) 0.0 $432k 327.00 1320.83
iShares Broad USD High Yield Corporate Bond ETF Etf (USHY) 0.0 $419k 11k 36.84
Globe Life Common (GL) 0.0 $418k 3.0k 139.17
iShares MSCI India ETF Etf (INDA) 0.0 $408k 8.7k 46.84
Chubb Common (CB) 0.0 $400k 1.2k 325.93
Schwab U.S. Small-Cap ETF Etf (SCHA) 0.0 $390k 13k 29.08
Comcast Corporation Class A Common (CMCSA) 0.0 $382k 13k 28.71
Kimberly-Clark Corporation Common (KMB) 0.0 $372k 3.9k 96.47
Veralto Corporation Common (VLTO) 0.0 $371k 4.2k 88.43
Vanguard Mid-Cap Value ETF Etf (VOE) 0.0 $355k 1.9k 184.28
Invesco NASDAQ 100 ETF Etf (QQQM) 0.0 $355k 1.5k 237.62
Solstice Advanced Materials Common (SOLS) 0.0 $349k 4.6k 76.16
iShares Core S&P Small Cap ETF Etf (IJR) 0.0 $342k 2.7k 124.31
Taiwan Semiconductor Manufacturing Common (TSM) 0.0 $330k 976.00 337.95
Adobe Common (ADBE) 0.0 $324k 1.3k 243.08
Uber Technologies Common (UBER) 0.0 $324k 4.5k 71.93
iShares Core S&P US Value ETF Etf (IUSV) 0.0 $307k 3.0k 102.25
iShares iBonds Dec 2028 Term Treasury ETF Etf (IBTI) 0.0 $300k 14k 22.28
Blackstone Common (BX) 0.0 $300k 2.6k 114.99
iShares iBonds Dec 2027 Term Treasury ETF Etf (IBTH) 0.0 $300k 13k 22.43
PPG Industries Common (PPG) 0.0 $299k 2.8k 106.88
Marsh & McLennan Companies Common (MRSH) 0.0 $298k 1.7k 173.45
Vanguard Growth ETF Etf (VUG) 0.0 $295k 676.00 436.79
PPL Corporation Common (PPL) 0.0 $278k 7.3k 38.20
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest Closed End (NEA) 0.0 $277k 25k 11.23
State Street Corporation Common (STT) 0.0 $275k 2.2k 126.56
Vanguard Small Cap Value ETF Etf (VBR) 0.0 $272k 1.3k 217.25
iShares Select Dividend ETF Etf (DVY) 0.0 $265k 1.8k 151.41
3M Company Common (MMM) 0.0 $253k 1.7k 145.23
Emera Incorporated Common (EMA) 0.0 $247k 4.8k 51.84
Phillips Edison & Company Common (PECO) 0.0 $238k 6.4k 37.42
First Trust NASDAQ-100 Technology Sector Index Fund Etf (QTEC) 0.0 $237k 1.1k 215.98
Equinix Common (EQIX) 0.0 $230k 235.00 980.24
Regions Financial Corporation Common (RF) 0.0 $230k 8.8k 26.12
State Street Health Care Select Sector SPDR ETF Etf (XLV) 0.0 $224k 1.5k 146.61
Freeport-McMoRan Common (FCX) 0.0 $223k 3.8k 58.78
Dell Technologies, Inc. Class C Common (DELL) 0.0 $222k 1.4k 164.13
Dominion Energy Common (D) 0.0 $217k 3.5k 61.82
Warner Bros. Discovery, Inc. Series A Common (WBD) 0.0 $216k 7.9k 27.46
Sysco Corporation Common (SYY) 0.0 $213k 3.0k 71.33
State Street Technology Select Sector SPDR ETF Etf (XLK) 0.0 $210k 1.6k 132.90
Boeing Company Common (BA) 0.0 $210k 1.1k 199.03
International Paper Company Common (IP) 0.0 $208k 5.8k 35.70
Schwab U.S. Broad Market ETF Etf (SCHB) 0.0 $206k 8.2k 25.10
Roper Technologies Common (ROP) 0.0 $202k 570.00 353.86
iShares iBonds Dec 2026 Term Treasury ETF Etf (IBTG) 0.0 $201k 8.8k 22.91
Zeta Global Holdings Corp. Class A Common (ZETA) 0.0 $185k 12k 15.92
Arcos Dorados Holdings, Inc. Class A Common (ARCO) 0.0 $83k 10k 8.25