Tower Bridge Advisors Top Holdings and 13F Report (2025) About Tower Bridge AdvisorsInvestment ActivityTower Bridge Advisors has $930.24 million in total holdings as of June 30, 2025.Tower Bridge Advisors owns shares of 191 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 1.59% of the portfolio was purchased this quarter.About 3.44% of the portfolio was sold this quarter.This quarter, Tower Bridge Advisors has purchased 198 new stocks and bought additional shares in 38 stocks.Tower Bridge Advisors sold shares of 84 stocks and completely divested from 17 stocks this quarter.Largest Holdings Microsoft $76,000,197Apple $45,702,397Broadcom $38,577,218Oracle $38,409,069JPMorgan Chase & Co. $36,766,700 Largest New Holdings this Quarter 65473P105 - NiSource $843,106 Holding31620R303 - Fidelity National Financial $452,628 Holding008474108 - Agnico Eagle Mines $297,325 Holding011532108 - Alamos Gold $265,600 Holding85207H104 - SPROTT PHYSICAL GOLD $253,500 Holding Largest Purchases this Quarter NVIDIA 9,635 shares (about $1.52M)American Express 3,810 shares (about $1.22M)NextEra Energy 14,050 shares (about $975.35K)Amazon.com 4,320 shares (about $947.76K)NiSource 20,900 shares (about $843.11K) Largest Sales this Quarter FedEx 13,905 shares (about $3.16M)Oracle 9,681 shares (about $2.12M)Microsoft 3,797 shares (about $1.89M)UnitedHealth Group 5,650 shares (about $1.76M)Apple 5,892 shares (about $1.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTower Bridge Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$76,000,197$1,888,664 ▼-2.4%152,7928.2%Computer and TechnologyAAPLApple$45,702,397$1,208,861 ▼-2.6%222,7544.9%Computer and TechnologyAVGOBroadcom$38,577,218$801,590 ▼-2.0%139,9504.1%Computer and TechnologyORCLOracle$38,409,069$2,116,553 ▼-5.2%175,6814.1%Computer and TechnologyJPMJPMorgan Chase & Co.$36,766,700$1,205,736 ▼-3.2%126,8214.0%FinanceGOOGAlphabet$34,719,744$629,381 ▼-1.8%195,7253.7%Computer and TechnologyVVisa$22,206,602$355 ▼0.0%62,5452.4%Business ServicesMCDMcDonald's$19,592,341$223,802 ▼-1.1%67,0582.1%Retail/WholesaleACNAccenture$18,438,524$545,773 ▼-2.9%61,6902.0%Computer and TechnologyJJacobs Solutions$16,054,251$149,327 ▼-0.9%122,1321.7%Business ServicesRTXRTX$15,570,815$125,723 ▼-0.8%106,6351.7%AerospaceAONAON$14,488,024$824,829 ▼-5.4%40,6101.6%FinanceMETAMeta Platforms$14,403,088$220,689 ▲1.6%19,5141.5%Computer and TechnologyJNJJohnson & Johnson$14,110,055$634,520 ▼-4.3%92,3741.5%MedicalLAM RESEARCH CORP$13,486,554$282,189 ▼-2.0%138,5511.4%COMMONETNEaton$12,982,298$114,237 ▲0.9%36,3661.4%IndustrialsPGProcter & Gamble$12,901,107$337,918 ▼-2.6%80,9761.4%Consumer StaplesTMUST-Mobile US$12,717,128$188,940 ▲1.5%53,3751.4%Computer and TechnologyPEPPepsiCo$12,085,584$766,886 ▼-6.0%91,5301.3%Consumer StaplesSCHWCharles Schwab$11,316,315$721,708 ▲6.8%124,0281.2%FinanceAMZNAmazon.com$10,833,917$947,765 ▲9.6%49,3821.2%Retail/WholesaleIQVIQVIA$10,790,660$566,536 ▼-5.0%68,4731.2%MedicalTMOThermo Fisher Scientific$10,754,560$554,676 ▲5.4%26,5241.2%MedicalXOMExxon Mobil$10,708,415$256,025 ▼-2.3%99,3361.2%EnergyKOCocaCola$10,689,250$394,148 ▼-3.6%151,0851.1%Consumer StaplesLOWLowe's Companies$10,376,421$433,534 ▼-4.0%46,7681.1%Retail/WholesaleGOOGLAlphabet$10,335,008$110,144 ▼-1.1%58,6451.1%Computer and TechnologyCOSTCostco Wholesale$9,609,348$57,417 ▼-0.6%9,7071.0%Retail/WholesaleTOLToll Brothers$9,032,476$308,151 ▼-3.3%79,1421.0%ConstructionDHRDanaher$9,027,066$180,553 ▼-2.0%45,6971.0%MedicalNVSNovartis$8,996,367$434,547 ▼-4.6%74,3441.0%MedicalMCOMoody's$8,608,182$418,823 ▼-4.6%17,1620.9%FinanceCVXChevron$8,287,113$210,060 ▼-2.5%57,8750.9%EnergyICEIntercontinental Exchange$7,968,102$718,102 ▲9.9%43,4300.9%FinanceHDHome Depot$7,689,541$327,776 ▼-4.1%20,9730.8%Retail/WholesaleBDXBecton, Dickinson and Company$7,679,381$830,585 ▼-9.8%44,5830.8%MedicalNVDANVIDIA$7,462,658$1,522,234 ▲25.6%47,2350.8%Computer and TechnologyABBVAbbVie$7,446,703$25,987 ▲0.4%40,1180.8%MedicalOKEONEOK$7,401,882$475,740 ▲6.9%90,6760.8%EnergyUNHUnitedHealth Group$7,315,023$1,762,619 ▼-19.4%23,4480.8%MedicalCMECME Group$7,120,980$168,681 ▼-2.3%25,8360.8%FinanceWSOWatsco$7,086,351$301,190 ▼-4.1%16,0460.8%ConstructionHONHoneywell International$7,055,565$127,152 ▲1.8%30,2970.8%Multi-Sector ConglomeratesNEENextEra Energy$6,719,092$975,351 ▲17.0%96,7890.7%UtilitiesPHParker-Hannifin$6,685,056$195,572 ▲3.0%9,5710.7%IndustrialsBRK.BBerkshire Hathaway$6,619,1020.0%13,6260.7%FinanceLENLennar$6,548,320$374,967 ▼-5.4%59,2020.7%ConstructionABTAbbott Laboratories$6,333,714$168,244 ▲2.7%46,5680.7%MedicalWMTWalmart$6,250,587$385,742 ▼-5.8%63,9250.7%Retail/WholesaleLHXL3Harris Technologies$5,438,964$50,168 ▲0.9%21,6830.6%AerospaceAXPAmerican Express$5,329,837$1,215,314 ▲29.5%16,7090.6%FinanceLLYEli Lilly and Company$5,317,174$97,441 ▼-1.8%6,8210.6%MedicalBROBrown & Brown$5,065,983$530,956 ▲11.7%45,6930.5%FinanceUNPUnion Pacific$4,898,863$46,016 ▲0.9%21,2920.5%TransportationADIAnalog Devices$4,882,742$66,646 ▲1.4%20,5140.5%Computer and TechnologyWMWaste Management$4,791,4910.0%20,9400.5%Business ServicesSPGIS&P Global$4,563,079$15,291 ▲0.3%8,6540.5%FinanceADBEAdobe$4,538,876$360,185 ▼-7.4%11,7320.5%Computer and TechnologyTPLTexas Pacific Land$4,507,6160.0%4,2670.5%EnergyMDLZMondelez International$4,370,247$128,608 ▼-2.9%64,8020.5%Consumer StaplesEPDEnterprise Products Partners$4,261,859$46,825 ▼-1.1%137,4350.5%EnergyDEDeere & Company$4,144,702$25,425 ▼-0.6%8,1510.4%IndustrialsAMGNAmgen$4,127,841$244,309 ▲6.3%14,7840.4%MedicalAPDAir Products and Chemicals$4,016,252$39,488 ▼-1.0%14,2390.4%Basic MaterialsCSCOCisco Systems$4,013,860$15,611 ▼-0.4%57,8530.4%Computer and TechnologyAMPAmeriprise Financial$3,975,755$213,492 ▼-5.1%7,4490.4%FinanceGOLDMAN SACHS GROUP I$3,904,676$162,128 ▼-4.0%184,5310.4%PREFERRIBMInternational Business Machines$3,597,200$324,258 ▼-8.3%12,2030.4%Computer and TechnologyMDTMedtronic$3,572,924$36,263 ▼-1.0%40,9880.4%MedicalTRVTravelers Companies$3,521,629$521,703 ▲17.4%13,1630.4%FinanceBACBank of America$3,478,8720.0%73,5180.4%FinanceUPSUnited Parcel Service$3,316,989$639,455 ▼-16.2%32,8610.4%TransportationLMTLockheed Martin$3,181,309$156,541 ▲5.2%6,8690.3%AerospaceWFCWells Fargo & Company$3,114,730$32,048 ▲1.0%38,8760.3%FinanceMRKMerck & Co., Inc.$3,110,434$361,999 ▼-10.4%39,2930.3%MedicalLDOSLeidos$2,861,293$3,944 ▲0.1%18,1370.3%Computer and TechnologyCDWCDW$2,856,904$73,758 ▼-2.5%15,9970.3%Computer and TechnologyUS BANCORP DEL 5.56 percent$2,824,834$19,156 ▼-0.7%140,6790.3%PREFERRENBEnbridge$2,777,164$247,357 ▼-8.2%61,2790.3%EnergyPNCThe PNC Financial Services Group$2,761,433$39,894 ▲1.5%14,8130.3%FinanceCSXCSX$2,555,941$117,468 ▼-4.4%78,3310.3%TransportationRHHBYRoche$2,503,494$300,155 ▼-10.7%61,6960.3%MedicalQCOMQUALCOMM$2,476,812$3,982 ▼-0.2%15,5520.3%Computer and TechnologyMETLIFE INC 4.0 percent PFD$2,436,867$188,546 ▼-7.2%105,1280.3%PREFERRNSCNorfolk Southern$2,135,046$8,959 ▲0.4%8,3410.2%TransportationCLColgate-Palmolive$2,125,878$181,800 ▼-7.9%23,3870.2%Consumer StaplesSPGSimon Property Group$2,001,4620.0%12,4500.2%FinanceBANK OF AMERICA PFD D$1,881,340$203,302 ▼-9.8%94,0200.2%PREFERRDUKDuke Energy$1,852,954$374,650 ▲25.3%15,7030.2%UtilitiesTTTrane Technologies$1,818,751$4,812 ▼-0.3%4,1580.2%ConstructionADPAutomatic Data Processing$1,728,274$115,650 ▼-6.3%5,6040.2%Computer and TechnologyNFLXNetflix$1,726,1390.0%1,2890.2%Consumer DiscretionaryAFLAflac$1,714,2520.0%16,2550.2%FinanceBMYBristol Myers Squibb$1,591,080$91,654 ▼-5.4%34,3720.2%MedicalCATCaterpillar$1,552,840$113,746 ▼-6.8%4,0000.2%IndustrialsSTZConstellation Brands$1,490,637$12,038 ▼-0.8%9,1630.2%Consumer StaplesRJFRaymond James Financial$1,488,3020.0%9,7040.2%FinanceFDXFedEx$1,421,142$3,160,745 ▼-69.0%6,2520.2%TransportationPFEPfizer$1,379,571$171,498 ▼-11.1%56,9130.1%MedicalFANGDiamondback Energy$1,320,414$94,669 ▲7.7%9,6100.1%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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