Tower Bridge Advisors Top Holdings and 13F Report (2025)

About Tower Bridge Advisors

Investment Activity

Tower Bridge Advisors has $894.98 million in total holdings as of March 31, 2025.
Tower Bridge Advisors owns shares of 198 different stocks, but just 55 companies or ETFs make up 80% of its holdings.
Approximately 1.97% of the portfolio was purchased this quarter.
About 3.68% of the portfolio was sold this quarter.
This quarter, Tower Bridge Advisors has purchased 193 new stocks and bought additional shares in 41 stocks.
Tower Bridge Advisors sold shares of 91 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Microsoft: $58,781,890
Apple: $50,789,030
JPMorgan Chase & Co.: $32,129,330
Alphabet: $31,132,385
Oracle: $25,915,419

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $798,442 Holding
601137102 - MILLROSE PROPERTIE: $728,919 Holding
02209S103 - Altria Group: $566,229 Holding
52472T775 - BRANDYWINE GLOBAL: $271,766 Holding
032095101 - Amphenol: $262,360 Holding

Largest Purchases this Quarter

LAM RESEARCH CORP: 102,395 shares (about $7.44M)
Berkshire Hathaway: 1 shares (about $798.44K)
MILLROSE PROPERTIE: 27,496 shares (about $728.92K)
Amazon.com: 3,395 shares (about $645.93K)
Procter & Gamble: 3,584 shares (about $610.78K)

Largest Sales this Quarter

Diageo: 38,687 shares (about $4.05M)
Adobe: 5,205 shares (about $2.00M)
Walmart: 20,862 shares (about $1.83M)
Microsoft: 4,241 shares (about $1.59M)
McCormick & Company, Incorporated: 13,843 shares (about $1.14M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$58,781,890	$1,592,028 ▼	-2.6%	156,589	6.6%	Computer and Technology
AAPL Apple	$50,789,030	$752,131 ▼	-1.5%	228,646	5.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$32,129,330	$130,009 ▼	-0.4%	130,980	3.6%	Finance
GOOG Alphabet	$31,132,385	$293,868 ▼	-0.9%	199,273	3.5%	Computer and Technology
ORCL Oracle	$25,915,419	$680,454 ▼	-2.6%	185,362	2.9%	Computer and Technology
AVGO Broadcom	$23,918,715	$9,209 ▲	0.0%	142,858	2.7%	Computer and Technology
V Visa	$21,919,871	$820,427 ▼	-3.6%	62,546	2.4%	Business Services
MCD McDonald's	$21,186,042	$310,494 ▼	-1.4%	67,824	2.4%	Retail/Wholesale
ACN Accenture	$19,819,533	$205,946 ▼	-1.0%	63,516	2.2%	Computer and Technology
AON AON	$17,129,741	$435,806 ▼	-2.5%	42,922	1.9%	Finance
JNJ Johnson & Johnson	$16,008,262	$418,084 ▼	-2.5%	96,528	1.8%	Medical
UNH UnitedHealth Group	$15,239,857	$230,970 ▲	1.5%	29,098	1.7%	Medical
J Jacobs Solutions	$14,901,869	$470,625 ▼	-3.1%	123,268	1.7%	Business Services
PEP PepsiCo	$14,594,931	$247,402 ▲	1.7%	97,338	1.6%	Consumer Staples
RTX RTX	$14,238,893	$198,822 ▼	-1.4%	107,496	1.6%	Aerospace
PG Procter & Gamble	$14,161,358	$610,784 ▲	4.5%	83,097	1.6%	Consumer Staples
TMUS T-Mobile US	$14,024,145	$107,217 ▼	-0.8%	52,582	1.6%	Computer and Technology
IQV IQVIA	$12,705,588	$350,308 ▼	-2.7%	72,068	1.4%	Medical
TMO Thermo Fisher Scientific	$12,517,776	$20,899 ▼	-0.2%	25,156	1.4%	Medical
XOM Exxon Mobil	$12,096,482	$20,932 ▲	0.2%	101,711	1.4%	Energy
LOW Lowe's Companies	$11,363,514	$153,933 ▼	-1.3%	48,722	1.3%	Retail/Wholesale
BDX Becton, Dickinson and Company	$11,316,786	$1,047,040 ▼	-8.5%	49,405	1.3%	Medical
KO Coca-Cola	$11,219,689	$176,042 ▼	-1.5%	156,656	1.3%	Consumer Staples
META Meta Platforms	$11,074,757	$42,074 ▲	0.4%	19,215	1.2%	Computer and Technology
LAM RESEARCH CORP	$10,283,415	$7,444,117 ▲	262.2%	141,450	1.1%	COMMON
CVX Chevron	$9,927,313	$10,539 ▲	0.1%	59,342	1.1%	Energy
ETN Eaton	$9,798,384	$589,056 ▲	6.4%	36,046	1.1%	Industrials
DHR Danaher	$9,555,305	$380,072 ▼	-3.8%	46,611	1.1%	Medical
COST Costco Wholesale	$9,235,542	$102,144 ▼	-1.1%	9,765	1.0%	Retail/Wholesale
GOOGL Alphabet	$9,165,513	$456,807 ▼	-4.7%	59,270	1.0%	Computer and Technology
SCHW Charles Schwab	$9,089,717	$424,669 ▼	-4.5%	116,118	1.0%	Finance
NVS Novartis	$8,688,194	$152,505 ▼	-1.7%	77,935	1.0%	Medical
TOL Toll Brothers	$8,641,697	$140,963 ▼	-1.6%	81,842	1.0%	Construction
AMZN Amazon.com	$8,573,496	$645,933 ▲	8.1%	45,062	1.0%	Retail/Wholesale
WSO Watsco	$8,502,797	$186,545 ▼	-2.1%	16,728	1.0%	Construction
OKE ONEOK	$8,418,619	$75,010 ▲	0.9%	84,848	0.9%	Energy
MCO Moody's	$8,380,861	$366,025 ▼	-4.2%	17,997	0.9%	Finance
ABBV AbbVie	$8,376,191	$20,952 ▼	-0.2%	39,978	0.9%	Medical
HD Home Depot	$8,014,037	$252,145 ▼	-3.1%	21,867	0.9%	Retail/Wholesale
BRK.B Berkshire Hathaway	$7,256,935	$175,751 ▼	-2.4%	13,626	0.8%	Finance
LEN Lennar	$7,184,320	$877,380 ▼	-10.9%	62,592	0.8%	Construction
CME CME Group	$7,016,342	$96,300 ▼	-1.4%	26,448	0.8%	Finance
ICE Intercontinental Exchange	$6,816,510	$180,435 ▲	2.7%	39,516	0.8%	Finance
HON Honeywell International	$6,299,774	$381,150 ▼	-5.7%	29,751	0.7%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$6,013,157	$39,264 ▲	0.7%	45,331	0.7%	Medical
WMT Walmart	$5,958,307	$1,831,475 ▼	-23.5%	67,870	0.7%	Retail/Wholesale
NEE NextEra Energy	$5,865,368	$176,162 ▲	3.1%	82,739	0.7%	Utilities
LLY Eli Lilly and Company	$5,736,771	$716,890 ▼	-11.1%	6,946	0.6%	Medical
TPL Texas Pacific Land	$5,653,732	$79,499 ▼	-1.4%	4,267	0.6%	Energy
PH Parker-Hannifin	$5,647,534	$75,373 ▼	-1.3%	9,291	0.6%	Industrials
BRO Brown & Brown	$5,088,458	$219,193 ▼	-4.1%	40,904	0.6%	Finance
UNP Union Pacific	$4,982,774	$29,530 ▲	0.6%	21,092	0.6%	Transportation
FDX FedEx	$4,913,873	$252,800 ▼	-4.9%	20,157	0.5%	Transportation
ADBE Adobe	$4,856,640	$1,996,273 ▼	-29.1%	12,663	0.5%	Computer and Technology
WM Waste Management	$4,847,819	$6,714 ▼	-0.1%	20,940	0.5%	Business Services
EPD Enterprise Products Partners	$4,743,582	$54,624 ▲	1.2%	138,945	0.5%	Energy
MDLZ Mondelez International	$4,526,206	$22,051 ▼	-0.5%	66,709	0.5%	Consumer Staples
LHX L3Harris Technologies	$4,496,607		0.0%	21,483	0.5%	Aerospace
SPGI S&P Global	$4,382,234	$79,261 ▼	-1.8%	8,625	0.5%	Business Services
AMGN Amgen	$4,333,349	$133,967 ▲	3.2%	13,909	0.5%	Medical
GOLDMAN SACHS GROU	$4,312,811	$149,248 ▼	-3.3%	192,193	0.5%	PREFERR
UPS United Parcel Service	$4,311,168	$38,496 ▼	-0.9%	39,196	0.5%	Transportation
APD Air Products and Chemicals	$4,240,655	$146,870 ▼	-3.3%	14,379	0.5%	Basic Materials
ADI Analog Devices	$4,080,591		0.0%	20,234	0.5%	Computer and Technology
NVDA NVIDIA	$4,075,088	$422,682 ▲	11.6%	37,600	0.5%	Computer and Technology
MRK Merck & Co., Inc.	$3,937,412	$376,992 ▼	-8.7%	43,866	0.4%	Medical
DE Deere & Company	$3,849,139	$23,467 ▼	-0.6%	8,201	0.4%	Industrials
AMP Ameriprise Financial	$3,799,779		0.0%	7,849	0.4%	Finance
MDT Medtronic	$3,720,563	$103,698 ▼	-2.7%	41,404	0.4%	Medical
CSCO Cisco Systems	$3,584,010	$74,052 ▲	2.1%	58,078	0.4%	Computer and Technology
AXP American Express	$3,470,476	$120,265 ▲	3.6%	12,899	0.4%	Finance
IBM International Business Machines	$3,307,924	$42,272 ▼	-1.3%	13,303	0.4%	Computer and Technology
BAC Bank of America	$3,067,906	$44,985 ▲	1.5%	73,518	0.3%	Finance
US BANCORP DEL 5.5	$3,053,607	$96,912 ▼	-3.1%	141,633	0.3%	PREFERR
TRV Travelers Companies	$2,965,390	$95,206 ▲	3.3%	11,213	0.3%	Finance
ENB Enbridge	$2,957,116	$81,929 ▼	-2.7%	66,737	0.3%	Energy
LMT Lockheed Martin	$2,917,463		0.0%	6,531	0.3%	Aerospace
RHHBY Roche	$2,835,763	$62,631 ▼	-2.2%	69,093	0.3%	Medical
WFC Wells Fargo & Company	$2,762,178	$217,523 ▲	8.5%	38,476	0.3%	Finance
METLIFE INC 4.0 percent P	$2,692,238	$12,693 ▼	-0.5%	113,262	0.3%	PREFERR
CDW CDW	$2,629,867	$247,441 ▼	-8.6%	16,410	0.3%	Computer and Technology
PNC The PNC Financial Services Group	$2,566,060	$347,496 ▲	15.7%	14,599	0.3%	Finance
LDOS Leidos	$2,444,033	$3,373 ▼	-0.1%	18,112	0.3%	Aerospace
CSX CSX	$2,411,229		0.0%	81,931	0.3%	Transportation
QCOM QUALCOMM	$2,392,783	$150,077 ▼	-5.9%	15,577	0.3%	Computer and Technology
CL Colgate-Palmolive	$2,378,762	$60,905 ▼	-2.5%	25,387	0.3%	Consumer Staples
BANK OF AMERICA PF	$2,300,294	$3,621 ▼	-0.2%	104,180	0.3%	PREFERR
BMY Bristol-Myers Squibb	$2,217,108	$292,508 ▲	15.2%	36,352	0.2%	Medical
SPG Simon Property Group	$2,067,696	$53,976 ▼	-2.5%	12,450	0.2%	Finance
NSC Norfolk Southern	$1,967,276	$11,842 ▲	0.6%	8,306	0.2%	Transportation
ADP Automatic Data Processing	$1,826,764	$198,595 ▼	-9.8%	5,979	0.2%	Business Services
AFL Aflac	$1,807,393		0.0%	16,255	0.2%	Finance
STZ Constellation Brands	$1,695,174	$95,614 ▼	-5.3%	9,237	0.2%	Consumer Staples
PFE Pfizer	$1,621,456	$25,568 ▼	-1.6%	63,988	0.2%	Medical
DUK Duke Energy	$1,528,040	$48,788 ▲	3.3%	12,528	0.2%	Utilities
FANG Diamondback Energy	$1,426,289	$14,869 ▲	1.1%	8,921	0.2%	Energy
CAT Caterpillar	$1,415,831	$65,960 ▲	4.9%	4,293	0.2%	Industrials
TT Trane Technologies	$1,404,619		0.0%	4,169	0.2%	Construction
RJF Raymond James	$1,347,983	$187,529 ▼	-12.2%	9,704	0.2%	Finance
PSX Phillips 66	$1,302,591	$6,174 ▼	-0.5%	10,549	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Tower Bridge Advisors Top Holdings and 13F Report (2025)

About Tower Bridge Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Tower Bridge Advisors Top Holdings and 13F Report (2025)

About Tower Bridge Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTower Bridge Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools