MondegarAI
TOWER BRIDGE ADVISORS

Q4 2024 · 13F-HR

TOWER BRIDGE ADVISORSholdings as filed

Filed 2025-02-05 · accession 0001278249-25-000001

$939.0M
Reported value
193
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$67.8M7.22%160,830CommonSOLE
037833100AAPLAPPLE INC$58.1M6.19%232,032CommonSOLE
02079K107GOOGALPHABET CLASS C$38.3M4.08%201,154CommonSOLE
11135F101AVGOBROADCOM INC COM$33.1M3.53%142,803CommonSOLE
68389X105ORCLORACLE SYS CORP$31.7M3.38%190,229CommonSOLE
46625H100JPMJ P MORGAN CHASE & CO$31.5M3.36%131,510CommonSOLE
G1151C101ACNACCENTURE PLC$22.6M2.40%64,176CommonSOLE
92826C839VVISA INC$20.5M2.18%64,887CommonSOLE
580135101MCDMCDONALD'S CORP$19.9M2.12%68,818CommonSOLE
46982L108JJACOBS SOLUTIONS INC$17.0M1.81%127,161CommonSOLE
G0403H108AONAON PLC SHS CL A$15.8M1.68%44,014CommonSOLE
46266C105IQVIQVIA HOLDINGS INC$14.6M1.55%74,055CommonSOLE
713448108PEPPEPSICO INC$14.6M1.55%95,688CommonSOLE
91324P102UNHUNITEDHEALTH GROUP IN$14.5M1.54%28,657CommonSOLE
478160104JNJJOHNSON & JOHNSON$14.3M1.53%99,049CommonSOLE
742718109PGPROCTER & GAMBLE CO$13.3M1.42%79,513CommonSOLE
883556102TMOTHERMO FISHER SCIENTI$13.1M1.40%25,198CommonSOLE
75513E101RTXRTX CORPORATION$12.6M1.34%108,997CommonSOLE
075887109BDXBECTON DICKINSON & CO$12.2M1.30%53,976CommonSOLE
548661107LOWLOWE'S COS INC$12.2M1.30%49,382CommonSOLE
02079K305GOOGLALPHABET CLASS A$11.8M1.25%62,224CommonSOLE
872590104TMUST MOBILE US INC$11.7M1.25%52,984CommonSOLE
G29183103ETNEATON CORP PLC SHS$11.2M1.20%33,879CommonSOLE
30303M102METAMETA PLATFORMS INC$11.2M1.19%19,142CommonSOLE
235851102DHRDANAHER CORP$11.1M1.18%48,465CommonSOLE
30231G102XOMEXXON MOBIL$10.9M1.16%101,535CommonSOLE
889478103TOLTOLL BROTHERS INC$10.5M1.12%83,177CommonSOLE
191216100KOCOCA COLA CO.$9.9M1.05%159,114CommonSOLE
526057104LENLENNAR CORP$9.6M1.02%70,236CommonSOLE
023135106AMZNAMAZON COM INC$9.1M0.97%41,667CommonSOLE
22160K105COSTCOSTCO WHOLESALE$9.0M0.96%9,873CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$9.0M0.96%121,543CommonSOLE
615369105MCOMOODYS CORP$8.9M0.95%18,783CommonSOLE
437076102HDHOME DEPOT INC$8.8M0.93%22,555CommonSOLE
166764100CVXCHEVRON CORP$8.6M0.91%59,279CommonSOLE
682680103OKEONEOK INC NEW$8.4M0.90%84,092CommonSOLE
942622200WSOWATSCO INC$8.1M0.86%17,095CommonSOLE
931142103WMTWAL MART STORES INC$8.0M0.85%88,732CommonSOLE
00724F101ADBEADOBE SYS INC$7.9M0.85%17,868CommonSOLE
66987V109NVSNOVARTIS ADR$7.7M0.82%79,303CommonSOLE
438516106HONHONEYWELL INTL INC$7.1M0.76%31,551CommonSOLE
00287Y109ABBVABBVIE INC$7.1M0.76%40,078CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY IN$6.3M0.67%13,956CommonSOLE
12572Q105CMECME GROUP INC COM$6.2M0.66%26,811CommonSOLE
532457108LLYLILLY, ELI AND CO$6.0M0.64%7,814CommonSOLE
701094104PHPARKER HANNIFIN CORP$6.0M0.64%9,415CommonSOLE
31428X106FDXFEDEX CORP$6.0M0.63%21,194CommonSOLE
65339F101NEENEXTERA ENERGY INC$5.8M0.61%80,254CommonSOLE
45866F104ICEINTERCONTINENTAL EXCH$5.7M0.61%38,470CommonSOLE
25243Q205DEODIAGEO PLC$5.5M0.58%42,877CommonSOLE
002824100ABTABBOTT LABS$5.1M0.54%45,035CommonSOLE
911312106UPSUNITED PARCEL SVC INC$5.0M0.53%39,546CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CO$4.8M0.51%4,327CommonSOLE
58933Y105MRKMERCK & COMPANY$4.8M0.51%48,066CommonSOLE
907818108UNPUNION PACIFIC CORP$4.8M0.51%20,967CommonSOLE
67066G104NVDANVIDIA CORP$4.5M0.48%33,700CommonSOLE
502431109LHXL3 HARRIS TECHNOLOGIE$4.5M0.48%21,483CommonSOLE
38143Y665GOLDMAN SACHS GROUP I$4.5M0.48%198,844CommonSOLE
78409V104SPGIS&P GLOBAL INC COM$4.4M0.47%8,781CommonSOLE
115236101BROBROWN & BROWN INC$4.4M0.46%42,666CommonSOLE
009158106APDAIR PRODS & CHEMS INC$4.3M0.46%14,877CommonSOLE
293792107EPDENTERPRISE PRODS PART$4.3M0.46%137,345CommonSOLE
032654105ADIANALOG DEVICES INC$4.3M0.46%20,234CommonSOLE
94106L109WMWASTE MGMT INC DEL$4.2M0.45%20,969CommonSOLE
03076C106AMPAMERIPRISE FINL INC$4.2M0.45%7,849CommonSOLE
609207105MDLZMONDELEZ INTL INC$4.0M0.43%67,034CommonSOLE
025816109AXPAMERICAN EXPRESS CO.$3.7M0.39%12,452CommonSOLE
031162100AMGNAMGEN INC$3.5M0.37%13,479CommonSOLE
244199105DEDEERE & CO.$3.5M0.37%8,251CommonSOLE
G5960L103MDTMEDTRONIC PLC$3.4M0.36%42,558CommonSOLE
17275R102CSCOCISCO SYSTEMS INC$3.4M0.36%56,878CommonSOLE
902973155US BANCORP DEL 5.56 percent$3.2M0.34%146,128CommonSOLE
060505104BACBANK OF AMERICA CORP$3.2M0.34%72,440CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.2M0.34%6,531CommonSOLE
12514G108CDWCDW CORP$3.1M0.33%17,954CommonSOLE
459200101IBMINT'L BUSINESS MACHIN$3.0M0.32%13,473CommonSOLE
29250N105ENBENBRIDGE INC$2.9M0.31%68,586CommonSOLE
59156R504METLIFE INC 4.0 percent PFD$2.8M0.30%113,796CommonSOLE
512807306LRCXLAM RESEARCH CORP$2.8M0.30%39,055CommonSOLE
126408103CSXCSX CORP$2.6M0.28%81,931CommonSOLE
89417E109TRVTRAVELERS COMPANIES I$2.6M0.28%10,853CommonSOLE
525327102LDOSLEIDOS HLDGS INC$2.6M0.28%18,137CommonSOLE
747525103QCOMQUALCOMM INC$2.5M0.27%16,554CommonSOLE
949746101WMT2WELLS FARGO & CO$2.5M0.27%35,446CommonSOLE
771195104RHHBYROCHE HLDG LTD ADR$2.5M0.27%70,619CommonSOLE
693475105PNCPNC FINANCIAL CORP$2.4M0.26%12,622CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$2.4M0.25%26,037CommonSOLE
060505625BANK OF AMERICA PFD D$2.3M0.25%104,344CommonSOLE
828806109SPGSIMON PPTY GROUP INC$2.2M0.23%12,775CommonSOLE
21036P108STZCONSTELLATION BRANDS$2.2M0.23%9,758CommonSOLE
023939101AMTMAMENTUM HOLDINGS INC$2.0M0.21%93,732CommonSOLE
053015103ADPAUTOMATIC DATA PROCES$1.9M0.21%6,629CommonSOLE
655844108NSCNORFOLK SOUTHERN CORP$1.9M0.21%8,256CommonSOLE
579780206MKCMCCORMICK & CO INC$1.9M0.20%24,904CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$1.8M0.19%31,556CommonSOLE
717081103PFEPFIZER INC$1.7M0.18%64,997CommonSOLE
754730109RJFRAYMOND JAMES FINANCI$1.7M0.18%11,054CommonSOLE
001055102AFLAFLAC INC$1.7M0.18%16,255CommonSOLE
20030N101CMCSACOMCAST CORP NEW CL A$1.6M0.17%41,573CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PL$1.5M0.16%4,169CommonSOLE
149123101CATCATERPILLAR INC$1.5M0.16%4,093CommonSOLE
25278X109FANGDIAMONDBACK ENERGY IN$1.4M0.15%8,828CommonSOLE
26441C204DUKDUKE ENERGY CORPORATI$1.3M0.14%12,128CommonSOLE
929160109VMCVULCAN MATLS CO COM$1.3M0.14%4,936CommonSOLE
64110L106NFLXNETFLIX COM INC$1.2M0.13%1,389CommonSOLE
718546104PSXPHILLIPS 66$1.2M0.13%10,599CommonSOLE
020002101ALLALLSTATE CORP$1.2M0.13%6,253CommonSOLE
904767704UNILEVER PLC ADR$1.1M0.12%19,595CommonSOLE
254687106DISWALT DISNEY COMPANY$1.1M0.11%9,588CommonSOLE
744320102PRUPRUDENTIAL FINL INC$1.0M0.11%8,650CommonSOLE
N6596X109NXPINXP SEMICONDUCTORS N$998,7190.11%4,805CommonSOLE
125523100CICIGNA CORP NEW COM$989,9620.11%3,585CommonSOLE
09290D101BLKBLACKROCK INC COM$969,7540.10%946CommonSOLE
56585A102MPCMARATHON PETE CORP$945,8100.10%6,780CommonSOLE
G54950103LINLINDE PLC SHS$934,0530.10%2,231CommonSOLE
92343V104VZVERIZON COMMUNICATION$933,5260.10%23,344CommonSOLE
61747S504MORGAN STANLEY PFD A$923,3210.10%38,795CommonSOLE
87612E106TGTTARGET CORP$854,6080.09%6,322CommonSOLE
291011104EMREMERSON ELECTRIC CO$851,1510.09%6,868CommonSOLE
14448C104CARRCARRIER GLOBAL CORPOR$845,6730.09%12,389CommonSOLE
92338C103VLTOVERALTO CORP$792,4060.08%7,780CommonSOLE
20825C104COPCONOCOPHILLIPS$754,7830.08%7,611CommonSOLE
494368103KMBKIMBERLY CLARK CORP$747,5830.08%5,705CommonSOLE
38141G104GSGOLDMAN SACHS GROUP I$701,4600.07%1,225CommonSOLE
0849901751/100 BERKSHIRE HTWY$680,9200.07%100CommonSOLE
060505633BK OF AMERICA CORP PF$624,2860.07%28,100CommonSOLE
38144G804GOLDMAN SACHS GROUP I$621,9450.07%27,100CommonSOLE
95040Q104WELLWELLTOWER INC$611,2460.07%4,850CommonSOLE
89832Q109TFCTRUIST FINANCIAL CORP$611,2240.07%14,090CommonSOLE
776696106ROPROPER INDS INC NEW CO$600,4270.06%1,155CommonSOLE
74340W103PLDPROLOGIS INC COM$579,7640.06%5,485CommonSOLE
842587107SOSOUTHERN CO$555,1660.06%6,744CommonSOLE
903287407USBLXVICTORY PORTFOLIOS II$549,4300.06%19,735CommonSOLE
452308109ITWILLINOIS TOOL WORKS I$543,3790.06%2,143CommonSOLE
693506107PPGPPG INDUSTRIES INC$525,5800.06%4,400CommonSOLE
921935201VWENXVANGUARD/WELLINGTON F$521,8480.06%7,057CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC$507,0270.05%2,704CommonSOLE
126650100CVSCVS HEALTH CORP.$503,2620.05%11,211CommonSOLE
855244109SBUXSTARBUCKS CORP$491,9290.05%5,391CommonSOLE
136069101CMCDN IMPERIAL BK COMM$481,4330.05%7,614CommonSOLE
H1467J104CBCHUBB LIMITED$479,3810.05%1,735CommonSOLE
00206R102TA T & T INC (NEW)$469,7910.05%20,632CommonSOLE
038222105AMATAPPLIED MATLS INC$462,3570.05%2,843CommonSOLE
922018304VWNAXVANGUARD WINDSOR II A$459,5000.05%5,850CommonSOLE
025537101AEPAMERICAN ELECTRIC POW$458,8440.05%4,975CommonSOLE
427866108HSYHERSHEY FOODS CORP$457,2450.05%2,700CommonSOLE
571748102MRSHMARSH & MCLENNAN COS$452,2210.05%2,129CommonSOLE
260003108DOVDOVER CORP$444,0490.05%2,367CommonSOLE
369604301GEGENERAL ELECTRIC CO C$438,6580.05%2,630CommonSOLE
22052L104CTVACORTEVA INC COM$411,3650.04%7,222CommonSOLE
007903107AMDADVANCED MICRO DEVICE$410,6860.04%3,400CommonSOLE
88579Y101MMM3M CO.$405,7300.04%3,143CommonSOLE
171340102CHDCHURCH & DWIGHT CO.$376,9560.04%3,600CommonSOLE
09260D107BXBLACKSTONE GROUP INC$363,6340.04%2,109CommonSOLE
76131D103QSRRESTAURANT BRANDS INT$345,4540.04%5,300CommonSOLE
37959E102GLGLOBE LIFE INC$334,5600.04%3,000CommonSOLE
808509855SWPPXSCHWAB S&P 500 INDEX$326,9470.03%3,622CommonSOLE
85208R101CEFSPROTT PHYSICAL GOLD$318,4790.03%13,404CommonSOLE
460146103IPINTERNATIONAL PAPER C$313,5020.03%5,825CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP C$309,8730.03%3,346CommonSOLE
579780107MKC/VMCCORMICK & CO INC CO$303,2000.03%4,000CommonSOLE
315911750FXAIXFIDELITY 500 INDEX FU$295,9740.03%1,450CommonSOLE
939330825WMFFXAMERICAN FUNDS WASHIN$290,0200.03%4,717CommonSOLE
024071102ABALXAMERICAN BALANCED FD$284,7180.03%8,291CommonSOLE
237194105DRIDARDEN RESTAURANTS IN$280,0350.03%1,500CommonSOLE
370334104GISGENERAL MILLS INC$276,1240.03%4,330CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$271,4400.03%4,500CommonSOLE
891160509TDTORONTO DOMINION BK O$269,6610.03%5,065CommonSOLE
921910600VWUAXVANGUARD US GROWTH FU$267,9180.03%1,448CommonSOLE
69351T106PPLPPL CORP$266,0420.03%8,196CommonSOLE
026547828AHIFXAMERICAN HIGH INCOME$263,3420.03%26,982CommonSOLE
353825805FRDAXFRANKLIN MANAGED TR R$259,1960.03%2,916CommonSOLE
09260B747BFRIXBLACKROCK FDS V FLTG$251,0190.03%25,932CommonSOLE
229899109CFRCULLEN FROST BANKERS$248,3630.03%1,850CommonSOLE
302491303FMCF M C CORP COM$245,4320.03%5,049CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$245,4020.03%4,625CommonSOLE
25746U109DDOMINION RES INC VA$243,0160.03%4,512CommonSOLE
302635206FSKFS KKR CAPITAL CORP C$241,6130.03%11,124CommonSOLE
921937686VSIAXVANGUARD BD INDEX FDS$235,0230.03%2,759CommonSOLE
857477103STTSTATE STREET CORP$233,1060.02%2,375CommonSOLE
353496631FNCFXFRANKLIN CUSTODIAN FD$232,1200.02%98,774CommonSOLE
83088M102SWKSSKYWORKS SOLUTIONS IN$230,5680.02%2,600CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS$226,6740.02%12,600CommonSOLE
92204L302VPALXVANGUARD PA TAX FREE$225,1090.02%20,902CommonSOLE
29444U700EQIXEQUINIX INC COM$221,5790.02%235CommonSOLE
922907860VWLUXVANGUARD MUN BD FD IN$216,4880.02%19,990CommonSOLE
303075105FDSFACTSET RESH SYS$216,1260.02%450CommonSOLE
N53745100LYBLYONDELLBASELL INDUST$215,3830.02%2,900CommonSOLE
36828A101GEVGE VERNOVA LLC COM$214,3800.02%652CommonSOLE
902653104UDRUDR INC$208,2810.02%4,798CommonSOLE
7591EP100RFREGIONS FINANCIAL COR$207,1880.02%8,809CommonSOLE
921936209VPMAXVANGUARD/PRIMECAP FD$204,3140.02%1,228CommonSOLE
353496805FCISXFRANKLIN CUSTODIAN FD$39,7820.00%16,507CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.