Tower Bridge Advisors
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Tower Bridge Advisors reported 186 stock positions worth $924.0 million. Its top holding was Microsoft (MSFT) at 7.3% of the portfolio, followed by Apple (AAPL, 6.3%) and Alphabet Class C (GOOG, 4.1%). Compared with Q3 2024, it opened 4 new positions, sold out of 6, added to 52 and reduced 87. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale Iqvia (IQV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WEST CONSHOHOCKEN, PA
- CIK
- 0001278249
- Portfolio Value
- $924.0M (Q4 2024)
- SEC Filing
- 0001278249-25-000001 ↗ filed Feb 5, 2025
Holdings Value
Holdings 186 stocks · $924.0M
| MSFT Microsoft Corp. | 7.34% | 160,830 | $67.8M | Reduce -2.2% |
| AAPL Apple Inc. | 6.29% | 232,032 | $58.1M | Reduce -2.3% |
| GOOG Alphabet Inc. Class C | 4.15% | 201,154 | $38.3M | Reduce -1.9% |
| AVGO Broadcom Inc. | 3.58% | 142,803 | $33.1M | Reduce -1.3% |
| ORCL Oracle Corp. | 3.43% | 190,229 | $31.7M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 3.41% | 131,510 | $31.5M | Reduce -0.5% |
| ACN Accenture PLC Class A | 2.44% | 64,176 | $22.6M | Reduce -0.7% |
| V Visa Inc. Class A | 2.22% | 64,887 | $20.5M | Reduce -4.0% |
| MCD McDonald's Corp. | 2.16% | 68,818 | $19.9M | Reduce -2.9% |
| J Jacobs Solutions Inc. | 1.84% | 127,161 | $17.0M | Add +1.2% |
| AON Aon PLC Class A | 1.71% | 44,014 | $15.8M | Reduce -1.4% |
| IQV Iqvia Holdings Inc. | 1.57% | 74,055 | $14.6M | Reduce -1.9% |
| PEP Pepsico Inc. | 1.57% | 95,688 | $14.6M | Add +0.6% |
| UNH Unitedhealth Group Inc. | 1.57% | 28,657 | $14.5M | Reduce -1.3% |
| JNJ Johnson & Johnson | 1.55% | 99,049 | $14.3M | Reduce -0.9% |
| PG The Procter & Gamble Co. | 1.44% | 79,513 | $13.3M | Reduce -0.7% |
| TMO Thermo Fisher Scientific Inc. | 1.42% | 25,198 | $13.1M | Reduce -0.6% |
| RTX RTX Corp. | 1.37% | 108,997 | $12.6M | Add +4.3% |
| BDX Becton Dickinson and Co. | 1.33% | 53,976 | $12.2M | Reduce -7.0% |
| LOW Lowe's Cos Inc. | 1.32% | 49,382 | $12.2M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 1.27% | 62,224 | $11.8M | Reduce -4.0% |
| TMUS T-Mobile US Inc. | 1.27% | 52,984 | $11.7M | Add +4.5% |
| ETN Eaton Corp. PLC | 1.22% | 33,879 | $11.2M | Add +1.4% |
| META Meta Platforms Inc. Class A | 1.21% | 19,142 | $11.2M | Add +7.3% |
| DHR Danaher Corp. | 1.20% | 48,465 | $11.1M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.18% | 101,535 | $10.9M | Add +0.1% |
| TOL Toll Brothers Inc. | 1.13% | 83,177 | $10.5M | Reduce -0.4% |
| KO The Coca-Cola Co. | 1.07% | 159,114 | $9.9M | Reduce -1.8% |
| LEN Lennar Corp. Class A | 1.04% | 70,236 | $9.6M | Add +2.2% |
| AMZN Amazon.com Inc. | 0.99% | 41,667 | $9.1M | Add +0.6% |
| COST Costco Wholesale Corp. | 0.98% | 9,873 | $9.0M | Add +1.2% |
| SCHW Schwab (charles) Corp. | 0.97% | 121,543 | $9.0M | Reduce -4.9% |
| MCO Moody's Corp. | 0.96% | 18,783 | $8.9M | Reduce -1.4% |
| HD Home Depot Inc. | 0.95% | 22,555 | $8.8M | Add +0.2% |
| CVX Chevron Corp. | 0.93% | 59,279 | $8.6M | Reduce -1.4% |
| OKE Oneok Inc. | 0.91% | 84,092 | $8.4M | Add +3.1% |
| WSO Watsco Inc. | 0.88% | 17,095 | $8.1M | Reduce -1.3% |
| WMT Walmart Inc. | 0.87% | 88,732 | $8.0M | Reduce -1.5% |
| ADBE Adobe Inc. | 0.86% | 17,868 | $7.9M | Reduce -1.2% |
| NVS Novartis AG-Sponsored ADR | 0.84% | 79,303 | $7.7M | Reduce -2.5% |
| HON Honeywell International Inc. | 0.77% | 31,551 | $7.1M | Reduce -2.0% |
| ABBV Abbvie Inc. | 0.77% | 40,078 | $7.1M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 13,956 | $6.3M | No change |
| CME Cme Group Inc. | 0.67% | 26,811 | $6.2M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.65% | 7,814 | $6.0M | Reduce -14.6% |
| PH Parker Hannifin Corp. | 0.65% | 9,415 | $6.0M | Add +1.2% |
| FDX FedEx Corp. | 0.65% | 21,194 | $6.0M | Reduce -2.4% |
| NEE Nextera Energy Inc. | 0.62% | 80,254 | $5.8M | Add +13.4% |
| ICE Intercontinental Exchange Inc. | 0.62% | 38,470 | $5.7M | Reduce -0.5% |
| DEO Diageo PLC-Sponsored ADR | 0.59% | 42,877 | $5.5M | Reduce -9.8% |
| ABT Abbott Laboratories | 0.55% | 45,035 | $5.1M | Add +0.0% |
| UPS United Parcel Service Class B | 0.54% | 39,546 | $5.0M | Reduce -0.1% |
| TPL Texas Pacific Land Corp. | 0.52% | 4,327 | $4.8M | Reduce -5.3% |
| MRK Merck & Co. Inc. | 0.52% | 48,066 | $4.8M | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.52% | 20,967 | $4.8M | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.49% | 33,700 | $4.5M | Add +9.8% |
| LHX L3HARRIS Technologies Inc. | 0.49% | 21,483 | $4.5M | Add +0.8% |
| SPGI S&P Global Inc. | 0.47% | 8,781 | $4.4M | Reduce -1.4% |
| BRO Brown & Brown Inc. | 0.47% | 42,666 | $4.4M | Reduce -0.8% |
| APD Air Products & Chemicals Inc. | 0.47% | 14,877 | $4.3M | Reduce -0.0% |
| EPD Enterprise Products Partners | 0.47% | 137,345 | $4.3M | Reduce -0.9% |
| ADI Analog Devices Inc. | 0.47% | 20,234 | $4.3M | Reduce -1.5% |
| WM Waste Management Inc. | 0.46% | 20,969 | $4.2M | Reduce -0.3% |
| AMP Ameriprise Financial Inc. | 0.45% | 7,849 | $4.2M | No change |
| MDLZ Mondelez International Inc. Class A | 0.43% | 67,034 | $4.0M | Reduce -2.0% |
| AXP American Express Co. | 0.40% | 12,452 | $3.7M | Reduce -8.6% |
| AMGN Amgen Inc. | 0.38% | 13,479 | $3.5M | Add +2.1% |
| DE Deere & Co. | 0.38% | 8,251 | $3.5M | Reduce -0.0% |
| MDT Medtronic PLC | 0.37% | 42,558 | $3.4M | Reduce -3.0% |
| CSCO Cisco Systems Inc. | 0.36% | 56,878 | $3.4M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 72,440 | $3.2M | Add +0.1% |
| LMT Lockheed Martin Corp. | 0.34% | 6,531 | $3.2M | Reduce -0.8% |
| CDW CDW Corp. | 0.34% | 17,954 | $3.1M | Reduce -2.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 13,473 | $3.0M | Reduce -0.1% |
| ENB Enbridge Inc. | 0.32% | 68,586 | $2.9M | Reduce -0.6% |
| LRCX Lam Research Corp. | 0.31% | 39,055 | $2.8M | Add +8.6% |
| CSX CSX Corp. | 0.29% | 81,931 | $2.6M | Add +0.3% |
| TRV The Travelers Cos Inc. | 0.28% | 10,853 | $2.6M | Reduce -0.9% |
| LDOS Leidos Holdings Inc. | 0.28% | 18,137 | $2.6M | Reduce -2.2% |
| QCOM Qualcomm Inc. | 0.28% | 16,554 | $2.5M | Reduce -3.1% |
| WFC Wells Fargo & Co. | 0.27% | 35,446 | $2.5M | Reduce -3.3% |
| RHHBY Roche Holdings Ltd.-Spons ADR | 0.27% | 70,619 | $2.5M | Reduce -3.2% |
| PNC PNC Financial Services Group | 0.26% | 12,622 | $2.4M | Add +0.3% |
| CL Colgate-Palmolive Co. | 0.26% | 26,037 | $2.4M | Reduce -0.4% |
| SPG Simon Property Group Inc. | 0.24% | 12,775 | $2.2M | Reduce -0.4% |
| STZ Constellation Brands Inc. Class A | 0.23% | 9,758 | $2.2M | Reduce -2.8% |
| AMTM Amentum Holdings Inc. | 0.21% | 93,732 | $2.0M | Reduce -25.4% |
| ADP Automatic Data Processing | 0.21% | 6,629 | $1.9M | Reduce -1.2% |
| NSC Norfolk Southern Corp. | 0.21% | 8,256 | $1.9M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.21% | 24,904 | $1.9M | Reduce -1.1% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 31,556 | $1.8M | Reduce -2.3% |
| PFE Pfizer Inc. | 0.19% | 64,997 | $1.7M | Add +2.0% |
| RJF Raymond James Financial Inc. | 0.19% | 11,054 | $1.7M | Reduce -3.5% |
| AFL Aflac Inc. | 0.18% | 16,255 | $1.7M | Reduce -0.0% |
| CMCSA Comcast Corp. Class A | 0.17% | 41,573 | $1.6M | Reduce -17.5% |
| TT Trane Technologies PLC | 0.17% | 4,169 | $1.5M | No change |
| CAT Caterpillar Inc. | 0.16% | 4,093 | $1.5M | Add +0.9% |
| FANG Diamondback Energy Inc. | 0.16% | 8,828 | $1.4M | Add +27.4% |
| DUK Duke Energy Corp. | 0.14% | 12,128 | $1.3M | Add +39.4% |
| VMC Vulcan Materials Co. | 0.14% | 4,936 | $1.3M | No change |
Other holdings (7): bonds, preferreds, convertibles and warrants · $15.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | 198,844 | $4.5M | Reduce -2.6% |
| US BANCORP (USB F PERP B*) | COM | 146,128 | $3.2M | Reduce -1.9% |
| METLIFE INC (MET F PERP A) | Bond | 113,796 | $2.8M | Reduce -1.8% |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | 104,344 | $2.3M | Reduce -2.8% |
| MORGAN STANLEY (MS F PERP +A) | COM | 38,795 | $923K | No change |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | 28,100 | $624K | Add +1.4% |
| GOLDMAN SACHS GROUP INC (GS F PERP D) | Preferred Stock | 27,100 | $622K | No change |
Total filed on the 13F, all lines: $939.0M.
Portfolio Sells Q3 2024 → Q4 2024
| IQV Iqvia Holdings Inc. | Reduce -1.9% | 1.57% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.6% | 1.42% | −0.23 |
| DHR Danaher Corp. | Reduce -1.1% | 1.20% | −0.23 |
| TOL Toll Brothers Inc. | Reduce -0.4% | 1.13% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -1.3% | 1.57% | −0.22 |
| AMTM Amentum Holdings Inc. | Reduce -25.4% | 0.21% | −0.21 |
| LLY Eli Lilly & Co. | Reduce -14.6% | 0.65% | −0.20 |
| AKAM Akamai Technologies Inc. | Sold out | 0.00% | −0.18 |
| CVS CVS Health Corp. | Reduce -67.1% | 0.05% | −0.17 |
| JNJ Johnson & Johnson | Reduce -0.9% | 1.55% | −0.16 |
| KO The Coca-Cola Co. | Reduce -1.8% | 1.07% | −0.16 |
| NVS Novartis AG-Sponsored ADR | Reduce -2.5% | 0.84% | −0.15 |
| BDX Becton Dickinson and Co. | Reduce -7.0% | 1.33% | −0.15 |
| ADBE Adobe Inc. | Reduce -1.2% | 0.86% | −0.13 |
| MSFT Microsoft Corp. | Reduce -2.2% | 7.34% | −0.12 |
| MCD McDonald's Corp. | Reduce -2.9% | 2.16% | −0.12 |
| DEO Diageo PLC-Sponsored ADR | Reduce -9.8% | 0.59% | −0.11 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 1.32% | −0.11 |
| CDW CDW Corp. | Reduce -2.1% | 0.34% | −0.10 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.0% | 0.43% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.52% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -0.8% | 0.34% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -17.5% | 0.17% | −0.05 |
| MDT Medtronic PLC | Reduce -3.0% | 0.37% | −0.05 |
| STZ Constellation Brands Inc. Class A | Reduce -2.8% | 0.23% | −0.04 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Reduce -3.2% | 0.27% | −0.04 |
| LDOS Leidos Holdings Inc. | Reduce -2.2% | 0.28% | −0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -0.5% | 0.62% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.1% | 0.52% | −0.03 |
| ADI Analog Devices Inc. | Reduce -1.5% | 0.47% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -3.1% | 0.28% | −0.03 |
| CL Colgate-Palmolive Co. | Reduce -0.4% | 0.26% | −0.03 |
| UPS United Parcel Service Class B | Reduce -0.1% | 0.54% | −0.03 |
| BBY Best Buy Co. Inc. | Sold out | 0.00% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| SLMCX Columbia SLGM Tech & Info-A | Sold out | 0.00% | −0.02 |
| WSO Watsco Inc. | Reduce -1.3% | 0.88% | −0.02 |
| AMD Advanced Micro Devices | Reduce -9.3% | 0.04% | −0.02 |
| ZETA Zeta Global Holdings Corp. Class A | Reduce -10.0% | 0.02% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 1.44% | −0.02 |
| PSX Phillips 66 | Reduce -0.1% | 0.13% | −0.02 |
| CARR Carrier Global Corp. | Reduce -1.8% | 0.09% | −0.02 |
| UL Unilever PLC | Reduce -1.0% | 0.12% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -6.0% | 0.05% | −0.01 |
| AAL American Airlines Group Inc. | Sold out | 0.00% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -1.1% | 0.21% | −0.01 |
| VLTO Veralto Corp. | Reduce -7.2% | 0.09% | −0.01 |
| SPGI S&P Global Inc. | Reduce -1.4% | 0.47% | −0.01 |
| LYB Lyondellbasell Indu Class A | Reduce -12.1% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.6% | 0.99% | +0.18 |
| TMUS T-Mobile US Inc. | Add +4.5% | 1.27% | +0.16 |
| META Meta Platforms Inc. Class A | Add +7.3% | 1.21% | +0.14 |
| OKE Oneok Inc. | Add +3.1% | 0.91% | +0.13 |
| J Jacobs Solutions Inc. | Add +1.2% | 1.84% | +0.10 |
| NVDA Nvidia Corp. | Add +9.8% | 0.49% | +0.10 |
| COST Costco Wholesale Corp. | Add +1.2% | 0.98% | +0.07 |
| SO The Southern Co. | New | 0.06% | +0.06 |
| CME Cme Group Inc. | Add +0.2% | 0.67% | +0.05 |
| ETN Eaton Corp. PLC | Add +1.4% | 1.22% | +0.05 |
| BAC Bank of America Corp. | Add +0.1% | 0.34% | +0.04 |
| DUK Duke Energy Corp. | Add +39.4% | 0.14% | +0.04 |
| FANG Diamondback Energy Inc. | Add +27.4% | 0.16% | +0.03 |
| RTX RTX Corp. | Add +4.3% | 1.37% | +0.03 |
| PH Parker Hannifin Corp. | Add +1.2% | 0.65% | +0.03 |
| FMC FMC Corp. | New | 0.03% | +0.03 |
| STT State Street Corp. | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| PNC PNC Financial Services Group | Add +0.3% | 0.26% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +8.9% | 0.08% | +0.02 |
| BLK BlackRock Inc. | Add +7.3% | 0.10% | +0.02 |
| EMR Emerson Electric Co. | Add +3.8% | 0.09% | +0.02 |
| ABT Abbott Laboratories | Add +0.0% | 0.55% | +0.01 |
| CI The Cigna Group | Add +31.0% | 0.11% | +0.01 |
| T AT&T Inc. | Add +2.5% | 0.05% | +0.00 |
| PRU Prudential Financial Inc. | Add +1.3% | 0.11% | +0.00 |
| VWUAX Vanguard US Growth Fund-Adm | Add +2.4% | 0.03% | +0.00 |
| FXAIX Fidelity 500 Index Fund | Add +0.7% | 0.03% | +0.00 |
| NXPI NXP Semiconductors NV | Add +13.6% | 0.11% | +0.00 |
| ABALX American Balanced Fund-A | Add +6.1% | 0.03% | +0.00 |
| BFRIX BlackRock II-Float Rat-Inst | Add +0.4% | 0.03% | +0.00 |
| WMFFX Amer FND Wash Mut Inv-F2 | Add +4.7% | 0.03% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +6.5% | 0.08% | +0.00 |
| AHIFX Amer FNDS Hi-Inc. TRST-F2 | Add +0.4% | 0.03% | +0.00 |
| VPALX Vanguard Pa Long TRM T/E-Adm | Add +0.2% | 0.02% | +0.00 |
| FRDAX Franklin Rising Dividend-Adv | Add +9.8% | 0.03% | 0.00 |
| MMM 3M Co. | Add +1.8% | 0.04% | −0.00 |
| COP Conocophillips | Add +1.8% | 0.08% | −0.00 |
| TGT Target Corp. | Add +10.4% | 0.09% | −0.00 |
| VWENX Vanguard Wellington-Adm | Add +2.1% | 0.06% | −0.00 |
| AEP American Electric Power | Add +1.1% | 0.05% | −0.00 |
| LRCX Lam Research Corp. | Add +8.6% | 0.31% | −0.00 |
| VZ Verizon Communications Inc. | Add +4.6% | 0.10% | −0.00 |
| CAT Caterpillar Inc. | Add +0.9% | 0.16% | −0.01 |
| PFE Pfizer Inc. | Add +2.0% | 0.19% | −0.01 |
| NEE Nextera Energy Inc. | Add +13.4% | 0.62% | −0.01 |
| PLD Prologis Inc. | Add +1.3% | 0.06% | −0.01 |
| LIN Linde PLC | Add +0.5% | 0.10% | −0.01 |
| CSX CSX Corp. | Add +0.3% | 0.29% | −0.01 |
| HD Home Depot Inc. | Add +0.2% | 0.95% | −0.01 |
Notes & Other Activity Q3 2024 → Q4 2024
| GOLDMAN SACHS GROUP INC (GS F PERP A) | COM | Reduce -2.6% | 198,844 | $4.5M |
| US BANCORP (USB F PERP B*) | COM | Reduce -1.9% | 146,128 | $3.2M |
| METLIFE INC (MET F PERP A) | Bond | Reduce -1.8% | 113,796 | $2.8M |
| BANK OF AMERICA CORP (BAC F PERP 02) | COM | Reduce -2.8% | 104,344 | $2.3M |
| BANK OF AMERICA CORP (BAC F PERP 01) | Preferred Stock | Add +1.4% | 28,100 | $624K |
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 |