Tower Bridge Advisors
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 29, 2024), Tower Bridge Advisors reported 191 stock positions worth $965.7 million. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Apple (AAPL, 4.6%) and Alphabet Class C (GOOG, 3.4%). Compared with Q4 2023, it opened 3 new positions, sold out of 34, added to 23 and reduced 131. The biggest buy was Broadcom (AVGO, shares +3%) and the biggest sale Accenture Class A (ACN, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $965.7M (Q1 2024)
- SEC Filing
- 0001278249-24-000002 ↗ filed Apr 29, 2024
Holdings Value
Holdings 191 stocks · $965.7M
| MSFT Microsoft Corp. | 7.61% | 174,560 | $73.4M | Reduce -18.1% |
| AAPL Apple Inc. | 4.62% | 260,123 | $44.6M | Reduce -15.3% |
| GOOG Alphabet Inc. Class C | 3.39% | 215,168 | $32.8M | Reduce -17.6% |
| JPM JPMorgan Chase & Co. | 2.78% | 134,049 | $26.8M | Reduce -10.3% |
| ORCL Oracle Corp. | 2.66% | 204,227 | $25.7M | Reduce -19.5% |
| ACN Accenture PLC Class A | 2.65% | 73,926 | $25.6M | Reduce -32.1% |
| V Visa Inc. Class A | 2.23% | 77,123 | $21.5M | Reduce -32.1% |
| J Jacobs Solutions Inc. | 2.19% | 137,643 | $21.2M | Reduce -21.7% |
| IQV Iqvia Holdings Inc. | 2.14% | 81,876 | $20.7M | Reduce -27.3% |
| MCD McDonald's Corp. | 2.07% | 71,054 | $20.0M | Reduce -18.9% |
| AVGO Broadcom Inc. | 1.94% | 14,170 | $18.8M | Add +3.3% |
| JNJ Johnson & Johnson | 1.81% | 110,344 | $17.5M | Reduce -13.1% |
| PEP Pepsico Inc. | 1.78% | 98,338 | $17.2M | Reduce -8.7% |
| NVDA Nvidia Corp. | 1.74% | 18,640 | $16.8M | Reduce -16.0% |
| TMO Thermo Fisher Scientific Inc. | 1.69% | 28,120 | $16.3M | Reduce -14.3% |
| AON Aon PLC Class A | 1.67% | 48,229 | $16.1M | Add +0.3% |
| BDX Becton Dickinson and Co. | 1.67% | 65,034 | $16.1M | Reduce -27.5% |
| LOW Lowe's Cos Inc. | 1.52% | 57,680 | $14.7M | Reduce -31.1% |
| PG The Procter & Gamble Co. | 1.40% | 83,524 | $13.6M | Reduce -4.4% |
| DHR Danaher Corp. | 1.39% | 53,811 | $13.4M | Reduce -28.1% |
| UNH Unitedhealth Group Inc. | 1.34% | 26,073 | $12.9M | Reduce -16.8% |
| LEN Lennar Corp. Class A | 1.28% | 72,096 | $12.4M | Reduce -11.6% |
| CVS CVS Health Corp. | 1.25% | 151,785 | $12.1M | Reduce -26.6% |
| TOL Toll Brothers Inc. | 1.22% | 90,977 | $11.8M | Reduce -25.4% |
| GOOGL Alphabet Inc. Class A | 1.17% | 74,771 | $11.3M | Reduce -38.2% |
| SCHW Schwab (charles) Corp. | 1.14% | 151,859 | $11.0M | Reduce -39.4% |
| ADBE Adobe Inc. | 1.11% | 21,180 | $10.7M | Reduce -14.3% |
| ETN Eaton Corp. PLC | 1.09% | 33,524 | $10.5M | Add +6.2% |
| KO The Coca-Cola Co. | 1.07% | 169,229 | $10.4M | Reduce -5.4% |
| CVX Chevron Corp. | 1.06% | 65,091 | $10.3M | Reduce -16.3% |
| RTX RTX Corp. | 1.03% | 102,444 | $10.0M | Reduce -5.6% |
| META Meta Platforms Inc. Class A | 0.97% | 19,228 | $9.3M | Reduce -38.7% |
| HD Home Depot Inc. | 0.92% | 23,086 | $8.9M | Reduce -10.8% |
| HON Honeywell International Inc. | 0.89% | 41,758 | $8.6M | Reduce -6.6% |
| MCO Moody's Corp. | 0.88% | 21,604 | $8.5M | Reduce -38.2% |
| NVS Novartis AG-Sponsored ADR | 0.85% | 84,968 | $8.2M | Reduce -6.6% |
| COST Costco Wholesale Corp. | 0.82% | 10,811 | $7.9M | Reduce -37.5% |
| DEO Diageo PLC-Sponsored ADR | 0.81% | 52,628 | $7.8M | Reduce -11.7% |
| PXD Pioneer Natural Resources Co. | 0.80% | 29,397 | $7.7M | Reduce -16.8% |
| WSO Watsco Inc. | 0.79% | 17,738 | $7.7M | Reduce -5.3% |
| TMUS T-Mobile US Inc. | 0.79% | 46,507 | $7.6M | Reduce -1.7% |
| CSCO Cisco Systems Inc. | 0.77% | 149,507 | $7.5M | Reduce -16.3% |
| AMZN Amazon.com Inc. | 0.77% | 41,295 | $7.4M | Add +3.4% |
| FDX FedEx Corp. | 0.73% | 24,356 | $7.1M | Reduce -11.2% |
| ABBV Abbvie Inc. | 0.72% | 38,103 | $6.9M | Reduce -8.6% |
| WMT Walmart Inc. | 0.66% | 106,710 | $6.4M | Reduce -40.4% |
| OKE Oneok Inc. | 0.66% | 79,348 | $6.4M | Reduce -10.4% |
| MRK Merck & Co. Inc. | 0.66% | 48,157 | $6.4M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 14,456 | $6.1M | Reduce -7.3% |
| UPS United Parcel Service Class B | 0.63% | 40,721 | $6.1M | Reduce -18.8% |
| CME Cme Group Inc. | 0.61% | 27,466 | $5.9M | Reduce -25.4% |
| MDLZ Mondelez International Inc. Class A | 0.59% | 81,190 | $5.7M | Reduce -32.3% |
| UNP Union Pacific Corp. | 0.59% | 22,999 | $5.7M | Reduce -29.6% |
| ADI Analog Devices Inc. | 0.54% | 26,574 | $5.3M | Reduce -44.3% |
| ICE Intercontinental Exchange Inc. | 0.54% | 38,110 | $5.2M | Add +9.1% |
| BRO Brown & Brown Inc. | 0.53% | 58,082 | $5.1M | Reduce -59.0% |
| ABT Abbott Laboratories | 0.52% | 44,313 | $5.0M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.50% | 41,310 | $4.8M | Reduce -23.2% |
| LLY Eli Lilly & Co. | 0.49% | 6,101 | $4.7M | Reduce -14.1% |
| LHX L3HARRIS Technologies Inc. | 0.48% | 21,640 | $4.6M | Reduce -21.1% |
| APD Air Products & Chemicals Inc. | 0.47% | 18,935 | $4.6M | Reduce -27.9% |
| MDT Medtronic PLC | 0.46% | 51,503 | $4.5M | Reduce -7.6% |
| AMGN Amgen Inc. | 0.45% | 15,360 | $4.4M | Add +1.5% |
| EPD Enterprise Products Partners | 0.44% | 144,000 | $4.2M | Reduce -24.7% |
| SPGI S&P Global Inc. | 0.42% | 9,586 | $4.1M | Reduce -12.6% |
| WM Waste Management Inc. | 0.41% | 18,688 | $4.0M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.39% | 58,639 | $3.7M | Reduce -6.6% |
| TFC Truist Financial Corp. | 0.38% | 93,394 | $3.6M | Reduce -45.6% |
| CDW CDW Corp. | 0.37% | 14,000 | $3.6M | Add +3.7% |
| AMP Ameriprise Financial Inc. | 0.36% | 7,899 | $3.5M | Reduce -3.0% |
| LRCX Lam Research Corp. | 0.35% | 3,518 | $3.4M | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.33% | 18,981 | $3.2M | Reduce -19.8% |
| TPL Texas Pacific Land Corp. | 0.33% | 5,475 | $3.2M | Reduce -3.7% |
| AXP American Express Co. | 0.32% | 13,627 | $3.1M | Reduce -9.6% |
| CMCSA Comcast Corp. Class A | 0.31% | 70,022 | $3.0M | Reduce -9.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.31% | 80,019 | $3.0M | Reduce -6.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.31% | 24,511 | $3.0M | Reduce -47.3% |
| VTIAX Vanguard TTL Int St Idx-Adm | 0.31% | 92,534 | $3.0M | Add +49.1% |
| ADP Automatic Data Processing | 0.30% | 11,683 | $2.9M | Reduce -65.2% |
| LMT Lockheed Martin Corp. | 0.30% | 6,397 | $2.9M | Add +7.4% |
| RJF Raymond James Financial Inc. | 0.30% | 22,204 | $2.9M | Reduce -36.3% |
| DE Deere & Co. | 0.29% | 6,805 | $2.8M | No change |
| LDOS Leidos Holdings Inc. | 0.29% | 21,187 | $2.8M | Reduce -30.9% |
| STZ Constellation Brands Inc. Class A | 0.29% | 10,216 | $2.8M | Reduce -20.4% |
| CSX CSX Corp. | 0.28% | 72,874 | $2.7M | Reduce -0.6% |
| TRV The Travelers Cos Inc. | 0.27% | 11,428 | $2.6M | Add +5.1% |
| ENB Enbridge Inc. | 0.27% | 71,967 | $2.6M | Reduce -11.6% |
| AKAM Akamai Technologies Inc. | 0.27% | 23,870 | $2.6M | Reduce -17.1% |
| PH Parker Hannifin Corp. | 0.27% | 4,607 | $2.6M | Add +11.9% |
| CL Colgate-Palmolive Co. | 0.26% | 28,323 | $2.6M | Reduce -34.3% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.25% | 76,296 | $2.4M | Reduce -5.9% |
| WFC Wells Fargo & Co. | 0.24% | 40,471 | $2.3M | Reduce -69.1% |
| BMY Bristol-Myers Squibb Co. | 0.23% | 40,275 | $2.2M | Reduce -2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 10,591 | $2.0M | Reduce -7.8% |
| SPG Simon Property Group Inc. | 0.21% | 12,800 | $2.0M | Reduce -24.7% |
| NSC Norfolk Southern Corp. | 0.19% | 7,356 | $1.9M | Reduce -22.6% |
| SBUX Starbucks Corp. | 0.19% | 19,686 | $1.8M | Add +6.8% |
| PFE Pfizer Inc. | 0.18% | 64,027 | $1.8M | Reduce -3.6% |
| PSX Phillips 66 | 0.18% | 10,612 | $1.7M | No change |
| CAT Caterpillar Inc. | 0.18% | 4,705 | $1.7M | Reduce -2.9% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $16.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | 222,938 | $5.1M | Reduce -35.3% |
| US BANCORP (USB F PERP B*) | COM | 184,633 | $3.9M | Reduce -48.0% |
| METLIFE INC (MET F PERP A) | Bond | 120,096 | $2.9M | Reduce -1.0% |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | 133,215 | $2.8M | Reduce -36.9% |
| MORGAN STANLEY (MS F PERP +A) | COM | 40,795 | $926K | Reduce -43.8% |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 29,100 | $667K | Reduce -2.4% |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | 25,450 | $561K | Reduce -50.1% |
Total filed on the 13F, all lines: $982.5M.
Portfolio Sells Q4 2023 → Q1 2024
| ACN Accenture PLC Class A | Reduce -32.1% | 2.65% | −0.71 |
| AAPL Apple Inc. | Reduce -15.3% | 4.62% | −0.58 |
| ADP Automatic Data Processing | Reduce -65.2% | 0.30% | −0.39 |
| SCHW Schwab (charles) Corp. | Reduce -39.4% | 1.14% | −0.38 |
| NKE Nike Inc. Class B | Reduce -75.1% | 0.13% | −0.38 |
| V Visa Inc. Class A | Reduce -32.1% | 2.23% | −0.37 |
| BRO Brown & Brown Inc. | Reduce -59.0% | 0.53% | −0.36 |
| WFC Wells Fargo & Co. | Reduce -69.1% | 0.24% | −0.32 |
| MCO Moody's Corp. | Reduce -38.2% | 0.88% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -38.2% | 1.17% | −0.32 |
| CFR Cullen/Frost Bankers Inc. | Reduce -74.8% | 0.14% | −0.31 |
| ADI Analog Devices Inc. | Reduce -44.3% | 0.54% | −0.29 |
| BDX Becton Dickinson and Co. | Reduce -27.5% | 1.67% | −0.26 |
| LIN Linde PLC | Reduce -70.0% | 0.17% | −0.25 |
| BAH Booz Allen Hamilton Holdings | Reduce -89.3% | 0.04% | −0.22 |
| MCD McDonald's Corp. | Reduce -18.9% | 2.07% | −0.21 |
| SSD Simpson Manufacturing Co. Inc. | Sold out | 0.00% | −0.19 |
| ADBE Adobe Inc. | Reduce -14.3% | 1.11% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -37.5% | 0.82% | −0.18 |
| CVS CVS Health Corp. | Reduce -26.6% | 1.25% | −0.18 |
| TFC Truist Financial Corp. | Reduce -45.6% | 0.38% | −0.18 |
| MDLZ Mondelez International Inc. Class A | Reduce -32.3% | 0.59% | −0.17 |
| BBY Best Buy Co. Inc. | Reduce -84.7% | 0.04% | −0.17 |
| WMT Walmart Inc. | Reduce -40.4% | 0.66% | −0.16 |
| TSCO Tractor Supply Company | Reduce -78.6% | 0.07% | −0.16 |
| APD Air Products & Chemicals Inc. | Reduce -27.9% | 0.47% | −0.16 |
| IQV Iqvia Holdings Inc. | Reduce -27.3% | 2.14% | −0.15 |
| STLD Steel Dynamics Inc. | Sold out | 0.00% | −0.14 |
| DHR Danaher Corp. | Reduce -28.1% | 1.39% | −0.13 |
| UNP Union Pacific Corp. | Reduce -29.6% | 0.59% | −0.12 |
| LOW Lowe's Cos Inc. | Reduce -31.1% | 1.52% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -16.8% | 1.34% | −0.11 |
| THO Thor Industries Inc. | Sold out | 0.00% | −0.10 |
| VMLTX Vanguard Ltd. TRM T/E-Inv | Sold out | 0.00% | −0.10 |
| VWENX Vanguard Wellington-Adm | Reduce -72.0% | 0.04% | −0.08 |
| HSY The Hershey Co. | Reduce -66.3% | 0.05% | −0.08 |
| CME Cme Group Inc. | Reduce -25.4% | 0.61% | −0.07 |
| UPS United Parcel Service Class B | Reduce -18.8% | 0.63% | −0.07 |
| CEF Sprott Physical Gold and Sil | Reduce -74.9% | 0.03% | −0.06 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| DIS The Walt Disney Co. | Reduce -47.3% | 0.31% | −0.06 |
| VWUAX Vanguard US Growth Fund-Adm | Sold out | 0.00% | −0.05 |
| RJF Raymond James Financial Inc. | Reduce -36.3% | 0.30% | −0.05 |
| CMC Commercial Metals Co. | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Sold out | 0.00% | −0.04 |
| BURCA Burnham Holdings Inc. Class A | Sold out | 0.00% | −0.04 |
| NFLX Netflix Inc. | Reduce -49.1% | 0.12% | −0.04 |
| RRX Regal Rexnord Corp. | Sold out | 0.00% | −0.04 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -34.3% | 0.26% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| AVGO Broadcom Inc. | Add +3.3% | 1.94% | +0.60 |
| AON Aon PLC Class A | Add +0.3% | 1.67% | +0.44 |
| ETN Eaton Corp. PLC | Add +6.2% | 1.09% | +0.42 |
| AMZN Amazon.com Inc. | Add +3.4% | 0.77% | +0.24 |
| MKC McCormick & Co.-Non VTG SHRS | New | 0.15% | +0.15 |
| ICE Intercontinental Exchange Inc. | Add +9.1% | 0.54% | +0.15 |
| VTIAX Vanguard TTL Int St Idx-Adm | Add +49.1% | 0.31% | +0.14 |
| CDW CDW Corp. | Add +3.7% | 0.37% | +0.10 |
| PH Parker Hannifin Corp. | Add +11.9% | 0.27% | +0.10 |
| TRV The Travelers Cos Inc. | Add +5.1% | 0.27% | +0.09 |
| VMC Vulcan Materials Co. | New | 0.08% | +0.08 |
| TT Trane Technologies PLC | Add +47.5% | 0.14% | +0.07 |
| AMGN Amgen Inc. | Add +1.5% | 0.45% | +0.07 |
| LMT Lockheed Martin Corp. | Add +7.4% | 0.30% | +0.06 |
| VIMAX VNGD Mrngst MD-CP Idx FD-Adm | Add +71.5% | 0.10% | +0.05 |
| ALL Allstate Corp. | Add +3.3% | 0.11% | +0.04 |
| VZ Verizon Communications Inc. | Add +3.4% | 0.14% | +0.04 |
| AFL Aflac Inc. | Add +7.4% | 0.15% | +0.04 |
| PNC PNC Financial Services Group | Add +0.5% | 0.17% | +0.03 |
| SBUX Starbucks Corp. | Add +6.8% | 0.19% | +0.03 |
| FXAIX Fidelity 500 Index Fund | New | 0.03% | +0.03 |
| AMAT Applied Materials Inc. | Add +7.6% | 0.06% | +0.02 |
| WMFFX Amer FND Wash Mut Inv-F2 | Add +0.4% | 0.03% | +0.01 |
| ABALX American Balanced Fund-A | Add +0.3% | 0.03% | +0.01 |
| VSIAX VNGD Mrgst SML-CP VL Idx-Adm | Add +0.0% | 0.02% | +0.00 |
| VPALX Vanguard Pa Long TRM T/E-Adm | Add +0.2% | 0.02% | +0.00 |
Notes & Other Activity Q4 2023 → Q1 2024
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | Reduce -35.3% | 222,938 | $5.1M |
| US BANCORP (USB F PERP B*) | COM | Reduce -48.0% | 184,633 | $3.9M |
| METLIFE INC (MET F PERP A) | Bond | Reduce -1.0% | 120,096 | $2.9M |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | Reduce -36.9% | 133,215 | $2.8M |
| MORGAN STANLEY (MS F PERP +A) | COM | Reduce -43.8% | 40,795 | $926K |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | Reduce -2.4% | 29,100 | $667K |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | Reduce -50.1% | 25,450 | $561K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 222 | $1.1B | GOOG, AAPL, MSFT, AVGO, LRCX |
| Q1 2026 | 221 | $1.0B | AAPL, GOOG, MSFT, AVGO, JPM |
| Q4 2025 | 182 | $979.0M | MSFT, GOOG, AAPL, AVGO, JPM |
| Q3 2025 | 187 | $988.2M | MSFT, AAPL, GOOG, AVGO, ORCL |
| Q2 2025 | 184 | $917.3M | MSFT, AAPL, AVGO, ORCL, JPM |
| Q1 2025 | 191 | $880.5M | MSFT, AAPL, JPM, GOOG, ORCL |
| Q4 2024 | 186 | $924.0M | MSFT, AAPL, GOOG, AVGO, ORCL |
| Q3 2024 | 188 | $948.3M | MSFT, AAPL, GOOG, ORCL, JPM |
| Q2 2024 | 178 | $884.3M | MSFT, AAPL, GOOG, ORCL, JPM |
| Q1 2024 | 191 | $965.7M | MSFT, AAPL, GOOG, JPM, ORCL |