Tower Bridge Advisors Top Holdings and 13F Report (2025) About Tower Bridge AdvisorsInvestment ActivityTower Bridge Advisors has $939.02 million in total holdings as of December 31, 2024.Tower Bridge Advisors owns shares of 193 different stocks, but just 55 companies or ETFs make up 80% of its holdings.Approximately 1.16% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, Tower Bridge Advisors has purchased 195 new stocks and bought additional shares in 52 stocks.Tower Bridge Advisors sold shares of 91 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $67,789,784Apple $58,105,557Alphabet $38,307,734Broadcom $33,107,448Oracle $31,699,781 Largest New Holdings this Quarter LAM RESEARCH CORP $2,820,943 HoldingBLACKROCK INC COM $969,754 HoldingSouthern $555,166 HoldingFMC $245,432 HoldingState Street $233,106 Holding Largest Purchases this Quarter LAM RESEARCH CORP 39,055 shares (about $2.82M)BLACKROCK INC COM 946 shares (about $969.75K)Meta Platforms 1,303 shares (about $762.92K)NextEra Energy 9,465 shares (about $678.55K)Southern 6,744 shares (about $555.17K) Largest Sales this Quarter Microsoft 3,558 shares (about $1.50M)Apple 5,344 shares (about $1.34M)Eli Lilly and Company 1,335 shares (about $1.03M)CVS Health 22,896 shares (about $1.03M)Becton, Dickinson and Company 4,038 shares (about $916.10K) 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$67,789,784$1,499,696 ▼-2.2%160,8307.2%Computer and TechnologyAAPLApple$58,105,557$1,338,247 ▼-2.3%232,0326.2%Computer and TechnologyGOOGAlphabet$38,307,734$728,051 ▼-1.9%201,1544.1%Computer and TechnologyAVGOBroadcom$33,107,448$435,627 ▼-1.3%142,8033.5%Computer and TechnologyORCLOracle$31,699,781$174,472 ▼-0.5%190,2293.4%Computer and TechnologyJPMJPMorgan Chase & Co.$31,524,183$144,784 ▼-0.5%131,5103.4%FinanceACNAccenture$22,576,475$156,195 ▼-0.7%64,1762.4%Computer and TechnologyVVisa$20,506,887$856,784 ▼-4.0%64,8872.2%Business ServicesMCDMcDonald's$19,949,677$602,102 ▼-2.9%68,8182.1%Retail/WholesaleJJacobs Solutions$16,991,253$203,637 ▲1.2%127,1611.8%Business ServicesAONAON$15,808,068$223,038 ▼-1.4%44,0141.7%FinanceIQVIQVIA$14,552,548$285,726 ▼-1.9%74,0551.5%MedicalPEPPepsiCo$14,550,385$91,997 ▲0.6%95,6881.5%Consumer StaplesUNHUnitedHealth Group$14,496,648$185,148 ▼-1.3%28,6571.5%MedicalJNJJohnson & Johnson$14,324,515$137,534 ▼-1.0%99,0491.5%MedicalPGProcter & Gamble$13,330,282$87,680 ▼-0.7%79,5131.4%Consumer StaplesTMOThermo Fisher Scientific$13,108,899$75,434 ▼-0.6%25,1981.4%MedicalRTXRTX$12,613,112$515,532 ▲4.3%108,9971.3%AerospaceBDXBecton, Dickinson and Company$12,245,538$916,101 ▼-7.0%53,9761.3%MedicalLOWLowe's Companies$12,187,421$151,288 ▼-1.2%49,3821.3%Retail/WholesaleGOOGLAlphabet$11,779,003$488,394 ▼-4.0%62,2241.3%Computer and TechnologyTMUST-Mobile US$11,695,158$507,238 ▲4.5%52,9841.2%Computer and TechnologyETNEaton$11,243,424$149,342 ▲1.3%33,8791.2%Industrial ProductsMETAMeta Platforms$11,207,857$762,921 ▲7.3%19,1421.2%Computer and TechnologyDHRDanaher$11,125,169$121,432 ▼-1.1%48,4651.2%MedicalXOMExxon Mobil$10,922,114$10,112 ▲0.1%101,5351.2%Oils/EnergyTOLToll Brothers$10,476,143$44,082 ▼-0.4%83,1771.1%ConstructionKOCoca-Cola$9,906,452$177,005 ▼-1.8%159,1141.1%Consumer StaplesLENLennar$9,578,150$206,193 ▲2.2%70,2361.0%ConstructionAMZNAmazon.com$9,141,323$54,847 ▲0.6%41,6671.0%Retail/WholesaleCOSTCostco Wholesale$9,046,334$103,539 ▲1.2%9,8731.0%Retail/WholesaleSCHWCharles Schwab$8,995,397$467,447 ▼-4.9%121,5431.0%FinanceMCOMoody's$8,891,073$122,126 ▼-1.4%18,7830.9%FinanceHDHome Depot$8,773,840$17,505 ▲0.2%22,5550.9%Retail/WholesaleCVXChevron$8,585,962$126,735 ▼-1.5%59,2790.9%Oils/EnergyOKEONEOK$8,442,837$257,426 ▲3.1%84,0920.9%Oils/EnergyWSOWatsco$8,100,968$102,832 ▼-1.3%17,0950.9%ConstructionWMTWalmart$8,016,936$125,044 ▼-1.5%88,7320.9%Retail/WholesaleADBEAdobe$7,945,542$97,830 ▼-1.2%17,8680.8%Computer and TechnologyNVSNovartis$7,716,975$197,831 ▼-2.5%79,3030.8%MedicalHONHoneywell International$7,127,055$144,795 ▼-2.0%31,5510.8%Multi-Sector ConglomeratesABBVAbbVie$7,121,861$13,328 ▲0.2%40,0780.8%MedicalBRK.BBerkshire Hathaway$6,325,9760.0%13,9560.7%FinanceCMECME Group$6,226,381$13,934 ▲0.2%26,8110.7%FinanceLLYEli Lilly and Company$6,032,408$1,030,620 ▼-14.6%7,8140.6%MedicalPHParker-Hannifin$5,988,222$71,235 ▲1.2%9,4150.6%Industrial ProductsFDXFedEx$5,962,376$146,570 ▼-2.4%21,1940.6%TransportationNEENextEra Energy$5,753,409$678,546 ▲13.4%80,2540.6%UtilitiesICEIntercontinental Exchange$5,732,415$27,269 ▼-0.5%38,4700.6%FinanceDEODiageo$5,450,990$591,286 ▼-9.8%42,8770.6%Consumer StaplesABTAbbott Laboratories$5,093,909$2,036 ▲0.0%45,0350.5%MedicalUPSUnited Parcel Service$4,986,751$6,936 ▼-0.1%39,5460.5%TransportationTPLTexas Pacific Land$4,785,489$267,642 ▼-5.3%4,3270.5%Oils/EnergyMRKMerck & Co., Inc.$4,781,606$43,174 ▼-0.9%48,0660.5%MedicalUNPUnion Pacific$4,781,315$50,625 ▼-1.0%20,9670.5%TransportationNVDANVIDIA$4,525,605$402,873 ▲9.8%33,7000.5%Computer and TechnologyLHXL3Harris Technologies$4,517,445$36,168 ▲0.8%21,4830.5%AerospaceGOLDMAN SACHS GROUP I$4,485,921$122,162 ▼-2.7%198,8440.5%PREFERRSPGIS&P Global$4,373,030$62,251 ▼-1.4%8,7810.5%Business ServicesBROBrown & Brown$4,352,785$34,177 ▼-0.8%42,6660.5%FinanceAPDAir Products and Chemicals$4,314,925$580 ▼0.0%14,8770.5%Basic MaterialsEPDEnterprise Products Partners$4,307,139$40,768 ▼-0.9%137,3450.5%Oils/EnergyADIAnalog Devices$4,298,916$63,738 ▼-1.5%20,2340.5%Computer and TechnologyWMWaste Management$4,231,388$10,695 ▼-0.3%20,9690.5%Business ServicesAMPAmeriprise Financial$4,179,0430.0%7,8490.4%FinanceMDLZMondelez International$4,003,941$82,069 ▼-2.0%67,0340.4%Consumer StaplesAXPAmerican Express$3,695,629$348,728 ▼-8.6%12,4520.4%FinanceAMGNAmgen$3,513,167$72,979 ▲2.1%13,4790.4%MedicalDEDeere & Company$3,495,949$847 ▼0.0%8,2510.4%Industrial ProductsMDTMedtronic$3,399,533$106,879 ▼-3.0%42,5580.4%MedicalCSCOCisco Systems$3,367,194$76,309 ▼-2.2%56,8780.4%Computer and TechnologyUS BANCORP DEL 5.56 percent$3,222,122$60,748 ▼-1.9%146,1280.3%PREFERRBACBank of America$3,183,738$4,219 ▲0.1%72,4400.3%FinanceLMTLockheed Martin$3,173,674$24,783 ▼-0.8%6,5310.3%AerospaceCDWCDW$3,124,714$67,528 ▼-2.1%17,9540.3%Computer and TechnologyIBMInternational Business Machines$2,961,770$2,418 ▼-0.1%13,4730.3%Computer and TechnologyENBEnbridge$2,910,104$16,675 ▼-0.6%68,5860.3%Oils/EnergyMETLIFE INC 4.0 percent PFD$2,844,900$52,500 ▼-1.8%113,7960.3%PREFERRLAM RESEARCH CORP$2,820,943$2,820,943 ▲New Holding39,0550.3%COMMONCSXCSX$2,643,913$7,938 ▲0.3%81,9310.3%TransportationTRVTravelers Companies$2,614,379$24,089 ▼-0.9%10,8530.3%FinanceLDOSLeidos$2,612,816$57,624 ▼-2.2%18,1370.3%AerospaceQCOMQUALCOMM$2,543,025$81,726 ▼-3.1%16,5540.3%Computer and TechnologyWFCWells Fargo & Company$2,489,712$84,287 ▼-3.3%35,4460.3%FinanceRHHBYRoche$2,488,712$82,324 ▼-3.2%70,6190.3%MedicalPNCThe PNC Financial Services Group$2,434,146$6,943 ▲0.3%12,6220.3%FinanceCLColgate-Palmolive$2,367,024$9,091 ▼-0.4%26,0370.3%Consumer StaplesBANK OF AMERICA PFD D$2,311,220$65,786 ▼-2.8%104,3440.2%PREFERRSPGSimon Property Group$2,199,983$8,611 ▼-0.4%12,7750.2%FinanceSTZConstellation Brands$2,156,518$62,764 ▼-2.8%9,7580.2%Consumer StaplesAMENTUM HOLDINGS INC$1,971,184$671,488 ▼-25.4%93,7320.2%COMMONADPAutomatic Data Processing$1,940,507$23,126 ▼-1.2%6,6290.2%Business ServicesNSCNorfolk Southern$1,937,6830.0%8,2560.2%TransportationMKCMcCormick & Company, Incorporated$1,898,681$22,110 ▼-1.2%24,9040.2%Consumer StaplesBMYBristol-Myers Squibb$1,784,807$41,402 ▼-2.3%31,5560.2%MedicalPFEPfizer$1,724,370$34,383 ▲2.0%64,9970.2%MedicalRJFRaymond James$1,717,018$62,132 ▼-3.5%11,0540.2%FinanceAFLAflac$1,681,417$103 ▼0.0%16,2550.2%FinanceCMCSAComcast$1,560,235$331,165 ▼-17.5%41,5730.2%Consumer DiscretionaryTTTrane Technologies$1,539,8200.0%4,1690.2%ConstructionShowing 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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