TOWER BRIDGE ADVISORS — Q1 2025 13F-HR

← TOWER BRIDGE ADVISORS

Q1 2025 · 13F-HR

TOWER BRIDGE ADVISORSholdings as filed

Filed 2025-05-08 · accession 0001278249-25-000002

$895.0M

Reported value

198

Positions

2025-03-31

Period end

View analyzed profile →PRO

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
594918104	MSFT	MICROSOFT CORP	$58.8M	6.57%	156,589	Common	SOLE
037833100	AAPL	APPLE INC	$50.8M	5.67%	228,646	Common	SOLE
46625H100	JPM	J P MORGAN CHASE &	$32.1M	3.59%	130,980	Common	SOLE
02079K107	GOOG	ALPHABET CLASS C	$31.1M	3.48%	199,273	Common	SOLE
68389X105	ORCL	ORACLE SYS CORP	$25.9M	2.90%	185,362	Common	SOLE
11135F101	AVGO	BROADCOM INC COM	$23.9M	2.67%	142,858	Common	SOLE
92826C839	V	VISA INC	$21.9M	2.45%	62,546	Common	SOLE
580135101	MCD	MCDONALD'S CORP	$21.2M	2.37%	67,824	Common	SOLE
G1151C101	ACN	ACCENTURE PLC	$19.8M	2.21%	63,516	Common	SOLE
G0403H108	AON	AON PLC SHS CL A	$17.1M	1.91%	42,922	Common	SOLE
478160104	JNJ	JOHNSON & JOHNSON	$16.0M	1.79%	96,528	Common	SOLE
91324P102	UNH	UNITEDHEALTH GROUP	$15.2M	1.70%	29,098	Common	SOLE
46982L108	J	JACOBS SOLUTIONS I	$14.9M	1.67%	123,268	Common	SOLE
713448108	PEP	PEPSICO INC	$14.6M	1.63%	97,338	Common	SOLE
75513E101	RTX	RTX CORPORATION	$14.2M	1.59%	107,496	Common	SOLE
742718109	PG	PROCTER & GAMBLE C	$14.2M	1.58%	83,097	Common	SOLE
872590104	TMUS	T MOBILE US INC	$14.0M	1.57%	52,582	Common	SOLE
46266C105	IQV	IQVIA HOLDINGS INC	$12.7M	1.42%	72,068	Common	SOLE
883556102	TMO	THERMO FISHER SCIE	$12.5M	1.40%	25,156	Common	SOLE
30231G102	XOM	EXXON MOBIL	$12.1M	1.35%	101,711	Common	SOLE
548661107	LOW	LOWE'S COS INC	$11.4M	1.27%	48,722	Common	SOLE
075887109	BDX	BECTON DICKINSON &	$11.3M	1.26%	49,405	Common	SOLE
191216100	KO	COCA COLA CO.	$11.2M	1.25%	156,656	Common	SOLE
30303M102	META	META PLATFORMS INC	$11.1M	1.24%	19,215	Common	SOLE
512807306	LRCX	LAM RESEARCH CORP	$10.3M	1.15%	141,450	Common	SOLE
166764100	CVX	CHEVRON CORP	$9.9M	1.11%	59,342	Common	SOLE
G29183103	ETN	EATON CORP PLC SHS	$9.8M	1.09%	36,046	Common	SOLE
235851102	DHR	DANAHER CORP	$9.6M	1.07%	46,611	Common	SOLE
22160K105	COST	COSTCO WHOLESALE	$9.2M	1.03%	9,765	Common	SOLE
02079K305	GOOGL	ALPHABET CLASS A	$9.2M	1.02%	59,270	Common	SOLE
808513105	SCHW	SCHWAB CHARLES COR	$9.1M	1.02%	116,118	Common	SOLE
66987V109	NVS	NOVARTIS ADR	$8.7M	0.97%	77,935	Common	SOLE
889478103	TOL	TOLL BROTHERS INC	$8.6M	0.97%	81,842	Common	SOLE
023135106	AMZN	AMAZON COM INC	$8.6M	0.96%	45,062	Common	SOLE
942622200	WSO	WATSCO INC	$8.5M	0.95%	16,728	Common	SOLE
682680103	OKE	ONEOK INC NEW	$8.4M	0.94%	84,848	Common	SOLE
615369105	MCO	MOODYS CORP	$8.4M	0.94%	17,997	Common	SOLE
00287Y109	ABBV	ABBVIE INC	$8.4M	0.94%	39,978	Common	SOLE
437076102	HD	HOME DEPOT INC	$8.0M	0.90%	21,867	Common	SOLE
084670702	BRK/B	BERKSHIRE HATHAWAY	$7.3M	0.81%	13,626	Common	SOLE
526057104	LEN	LENNAR CORP	$7.2M	0.80%	62,592	Common	SOLE
12572Q105	CME	CME GROUP INC COM	$7.0M	0.78%	26,448	Common	SOLE
45866F104	ICE	INTERCONTINENTAL E	$6.8M	0.76%	39,516	Common	SOLE
438516106	HON	HONEYWELL INTL INC	$6.3M	0.70%	29,751	Common	SOLE
002824100	ABT	ABBOTT LABS	$6.0M	0.67%	45,331	Common	SOLE
931142103	WMT	WAL MART STORES IN	$6.0M	0.67%	67,870	Common	SOLE
65339F101	NEE	NEXTERA ENERGY INC	$5.9M	0.66%	82,739	Common	SOLE
532457108	LLY	LILLY, ELI AND CO	$5.7M	0.64%	6,946	Common	SOLE
88262P102	TPL	TEXAS PACIFIC LAND	$5.7M	0.63%	4,267	Common	SOLE
701094104	PH	PARKER HANNIFIN CO	$5.6M	0.63%	9,291	Common	SOLE
115236101	BRO	BROWN & BROWN INC	$5.1M	0.57%	40,904	Common	SOLE
907818108	UNP	UNION PACIFIC CORP	$5.0M	0.56%	21,092	Common	SOLE
31428X106	FDX	FEDEX CORP	$4.9M	0.55%	20,157	Common	SOLE
00724F101	ADBE	ADOBE SYS INC	$4.9M	0.54%	12,663	Common	SOLE
94106L109	WM	WASTE MGMT INC DEL	$4.8M	0.54%	20,940	Common	SOLE
293792107	EPD	ENTERPRISE PRODS P	$4.7M	0.53%	138,945	Common	SOLE
609207105	MDLZ	MONDELEZ INTL INC	$4.5M	0.51%	66,709	Common	SOLE
502431109	LHX	L3 HARRIS TECHNOLO	$4.5M	0.50%	21,483	Common	SOLE
78409V104	SPGI	S&P GLOBAL INC COM	$4.4M	0.49%	8,625	Common	SOLE
031162100	AMGN	AMGEN INC	$4.3M	0.48%	13,909	Common	SOLE
38143Y665	—	GOLDMAN SACHS GROU	$4.3M	0.48%	192,193	Common	SOLE
911312106	UPS	UNITED PARCEL SVC	$4.3M	0.48%	39,196	Common	SOLE
009158106	APD	AIR PRODS & CHEMS	$4.2M	0.47%	14,379	Common	SOLE
032654105	ADI	ANALOG DEVICES INC	$4.1M	0.46%	20,234	Common	SOLE
67066G104	NVDA	NVIDIA CORP	$4.1M	0.46%	37,600	Common	SOLE
58933Y105	MRK	MERCK & COMPANY	$3.9M	0.44%	43,866	Common	SOLE
244199105	DE	DEERE & CO.	$3.8M	0.43%	8,201	Common	SOLE
03076C106	AMP	AMERIPRISE FINL IN	$3.8M	0.42%	7,849	Common	SOLE
G5960L103	MDT	MEDTRONIC PLC	$3.7M	0.42%	41,404	Common	SOLE
17275R102	CSCO	CISCO SYSTEMS INC	$3.6M	0.40%	58,078	Common	SOLE
025816109	AXP	AMERICAN EXPRESS C	$3.5M	0.39%	12,899	Common	SOLE
459200101	IBM	INT'L BUSINESS MAC	$3.3M	0.37%	13,303	Common	SOLE
060505104	BAC	BANK OF AMERICA CO	$3.1M	0.34%	73,518	Common	SOLE
902973155	—	US BANCORP DEL 5.5	$3.1M	0.34%	141,633	Common	SOLE
89417E109	TRV	TRAVELERS COMPANIE	$3.0M	0.33%	11,213	Common	SOLE
29250N105	ENB	ENBRIDGE INC	$3.0M	0.33%	66,737	Common	SOLE
539830109	LMT	LOCKHEED MARTIN CO	$2.9M	0.33%	6,531	Common	SOLE
771195104	RHHBY	ROCHE HLDG LTD ADR	$2.8M	0.32%	69,093	Common	SOLE
949746101	WMT2	WELLS FARGO & CO	$2.8M	0.31%	38,476	Common	SOLE
59156R504	—	METLIFE INC 4.0 percent P	$2.7M	0.30%	113,262	Common	SOLE
12514G108	CDW	CDW CORP	$2.6M	0.29%	16,410	Common	SOLE
693475105	PNC	PNC FINANCIAL CORP	$2.6M	0.29%	14,599	Common	SOLE
525327102	LDOS	LEIDOS HLDGS INC	$2.4M	0.27%	18,112	Common	SOLE
126408103	CSX	CSX CORP	$2.4M	0.27%	81,931	Common	SOLE
747525103	QCOM	QUALCOMM INC	$2.4M	0.27%	15,577	Common	SOLE
194162103	CL	COLGATE PALMOLIVE	$2.4M	0.27%	25,387	Common	SOLE
060505625	—	BANK OF AMERICA PF	$2.3M	0.26%	104,180	Common	SOLE
110122108	BMY	BRISTOL MYERS SQUI	$2.2M	0.25%	36,352	Common	SOLE
828806109	SPG	SIMON PPTY GROUP I	$2.1M	0.23%	12,450	Common	SOLE
655844108	NSC	NORFOLK SOUTHERN C	$2.0M	0.22%	8,306	Common	SOLE
053015103	ADP	AUTOMATIC DATA PRO	$1.8M	0.20%	5,979	Common	SOLE
001055102	AFL	AFLAC INC	$1.8M	0.20%	16,255	Common	SOLE
21036P108	STZ	CONSTELLATION BRAN	$1.7M	0.19%	9,237	Common	SOLE
717081103	PFE	PFIZER INC	$1.6M	0.18%	63,988	Common	SOLE
26441C204	DUK	DUKE ENERGY CORPOR	$1.5M	0.17%	12,528	Common	SOLE
25278X109	FANG	DIAMONDBACK ENERGY	$1.4M	0.16%	8,921	Common	SOLE
149123101	CAT	CATERPILLAR INC	$1.4M	0.16%	4,293	Common	SOLE
G8994E103	TT	TRANE TECHNOLOGIES	$1.4M	0.16%	4,169	Common	SOLE
754730109	RJF	RAYMOND JAMES FINA	$1.3M	0.15%	9,704	Common	SOLE
718546104	PSX	PHILLIPS 66	$1.3M	0.15%	10,549	Common	SOLE
020002101	ALL	ALLSTATE CORP	$1.3M	0.14%	6,253	Common	SOLE
64110L106	NFLX	NETFLIX COM INC	$1.2M	0.13%	1,289	Common	SOLE
904767704	—	UNILEVER PLC ADR	$1.2M	0.13%	19,595	Common	SOLE
929160109	VMC	VULCAN MATLS CO CO	$1.2M	0.13%	4,936	Common	SOLE
125523100	CI	CIGNA CORP NEW COM	$1.1M	0.12%	3,227	Common	SOLE
92343V104	VZ	VERIZON COMMUNICAT	$1.0M	0.12%	23,032	Common	SOLE
56585A102	MPC	MARATHON PETE CORP	$987,778	0.11%	6,780	Common	SOLE
744320102	PRU	PRUDENTIAL FINL IN	$943,712	0.11%	8,450	Common	SOLE
G54950103	LIN	LINDE PLC SHS	$941,058	0.11%	2,021	Common	SOLE
579780206	MKC	MCCORMICK & CO INC	$910,431	0.10%	11,061	Common	SOLE
61747S504	—	MORGAN STANLEY PFD	$884,526	0.10%	38,795	Common	SOLE
254687106	DIS	WALT DISNEY COMPAN	$863,921	0.10%	8,753	Common	SOLE
09290D101	BLK	BLACKROCK INC COM	$862,243	0.10%	911	Common	SOLE
N6596X109	NXPI	NXP SEMICONDUCTORS	$801,103	0.09%	4,215	Common	SOLE
20825C104	COP	CONOCOPHILLIPS	$799,307	0.09%	7,611	Common	SOLE
084670108	BRK/A	BERKSHIRE HATHAWAY	$798,442	0.09%	1	Common	SOLE
494368103	KMB	KIMBERLY CLARK COR	$797,143	0.09%	5,605	Common	SOLE
14448C104	CARR	CARRIER GLOBAL COR	$785,463	0.09%	12,389	Common	SOLE
291011104	EMR	EMERSON ELECTRIC C	$753,008	0.08%	6,868	Common	SOLE
95040Q104	WELL	WELLTOWER INC	$743,068	0.08%	4,850	Common	SOLE
601137102	MRP	MILLROSE PROPERTIE	$728,919	0.08%	27,496	Common	SOLE
023939101	AMTM	AMENTUM HOLDINGS I	$707,762	0.08%	38,888	Common	SOLE
92338C103	VLTO	VERALTO CORP	$695,029	0.08%	7,132	Common	SOLE
38141G104	GS	GOLDMAN SACHS GROU	$669,205	0.07%	1,225	Common	SOLE
060505633	—	BK OF AMERICA CORP	$666,715	0.07%	30,100	Common	SOLE
776696106	ROP	ROPER INDS INC NEW	$642,642	0.07%	1,090	Common	SOLE
842587107	SO	SOUTHERN CO	$633,903	0.07%	6,894	Common	SOLE
452308109	ITW	ILLINOIS TOOL WORK	$623,497	0.07%	2,514	Common	SOLE
20030N101	CMCSA	COMCAST CORP NEW C	$619,883	0.07%	16,799	Common	SOLE
74340W103	PLD	PROLOGIS INC COM	$613,168	0.07%	5,485	Common	SOLE
00206R102	T	A T & T INC (NEW)	$602,534	0.07%	21,306	Common	SOLE
38144G804	—	GOLDMAN SACHS GROU	$593,385	0.07%	26,850	Common	SOLE
369604301	GE	GE AEROSPACE	$586,439	0.07%	2,930	Common	SOLE
02209S103	MO	ALTRIA GROUP INC	$566,229	0.06%	9,434	Common	SOLE
025537101	AEP	AMERICAN ELECTRIC	$543,618	0.06%	4,975	Common	SOLE
903287407	USBLX	VICTORY PORTFOLIOS	$534,431	0.06%	19,735	Common	SOLE
855244109	SBUX	STARBUCKS CORP	$525,272	0.06%	5,355	Common	SOLE
H1467J104	CB	CHUBB LIMITED	$523,953	0.06%	1,735	Common	SOLE
571748102	MRSH	MARSH & MCLENNAN C	$518,076	0.06%	2,123	Common	SOLE
921935201	VWENX	VANGUARD/WELLINGTO	$511,086	0.06%	7,067	Common	SOLE
882508104	TXN	TEXAS INSTRUMENTS	$485,909	0.05%	2,704	Common	SOLE
693506107	PPG	PPG INDUSTRIES INC	$481,140	0.05%	4,400	Common	SOLE
89832Q109	TFC	TRUIST FINANCIAL C	$476,929	0.05%	11,590	Common	SOLE
427866108	HSY	HERSHEY FOODS CORP	$461,781	0.05%	2,700	Common	SOLE
922018304	VWNAX	VANGUARD WINDSOR I	$456,458	0.05%	5,850	Common	SOLE
25243Q205	DEO	DIAGEO PLC	$439,100	0.05%	4,190	Common	SOLE
136069101	CM	CDN IMPERIAL BK CO	$428,668	0.05%	7,614	Common	SOLE
038222105	AMAT	APPLIED MATLS INC	$423,460	0.05%	2,918	Common	SOLE
260003108	DOV	DOVER CORP	$415,835	0.05%	2,367	Common	SOLE
171340102	CHD	CHURCH & DWIGHT CO	$396,324	0.04%	3,600	Common	SOLE
37959E102	GL	GLOBE LIFE INC	$395,160	0.04%	3,000	Common	SOLE
126650100	CVS	CVS HEALTH CORP.	$369,373	0.04%	5,452	Common	SOLE
68902V107	OTIS	OTIS WORLDWIDE COR	$345,307	0.04%	3,346	Common	SOLE
579780107	MKC/V	MCCORMICK & CO INC	$328,200	0.04%	4,000	Common	SOLE
90353T100	UBER	UBER TECHNOLOGIES	$327,870	0.04%	4,500	Common	SOLE
88579Y101	MMM	3M CO.	$314,721	0.04%	2,143	Common	SOLE
808509855	SWPPX	SCHWAB S&P 500 IND	$312,967	0.03%	3,622	Common	SOLE
237194105	DRI	DARDEN RESTAURANTS	$311,640	0.03%	1,500	Common	SOLE
460146103	IP	INTERNATIONAL PAPE	$310,764	0.03%	5,825	Common	SOLE
891160509	TD	TORONTO DOMINION B	$303,596	0.03%	5,065	Common	SOLE
09260D107	BX	BLACKSTONE GROUP I	$294,796	0.03%	2,109	Common	SOLE
939330825	WMFFX	AMERICAN FUNDS WAS	$290,996	0.03%	4,735	Common	SOLE
024071102	ABALX	AMERICAN BALANCED	$284,056	0.03%	8,318	Common	SOLE
52472T775	BCGIX	BRANDYWINE GLOBAL	$271,766	0.03%	25,882	Common	SOLE
032095101	APH	AMPHENOL CORP CL A	$262,360	0.03%	4,000	Common	SOLE
69351T106	PPL	PPL CORP	$262,303	0.03%	7,264	Common	SOLE
353825805	FRDAX	FRANKLIN MANAGED T	$255,551	0.03%	2,916	Common	SOLE
25746U109	D	DOMINION RES INC V	$252,539	0.03%	4,504	Common	SOLE
921910600	VWUAX	VANGUARD US GROWTH	$240,625	0.03%	1,448	Common	SOLE
353496631	FNCFX	FRANKLIN CUSTODIAN	$234,095	0.03%	98,774	Common	SOLE
N07059210	ASML	ASML HOLDING N V N	$233,246	0.03%	352	Common	SOLE
302635206	FSK	FS KKR CAPITAL COR	$233,048	0.03%	11,124	Common	SOLE
370334104	GIS	GENERAL MILLS INC	$230,192	0.03%	3,850	Common	SOLE
892356106	TSCO	TRACTOR SUPPLY CO	$227,287	0.03%	4,125	Common	SOLE
74254V232	PGDIX	PRINCIPAL FDS INC	$226,166	0.03%	19,167	Common	SOLE
92204L302	VPALX	VANGUARD PA TAX FR	$222,154	0.02%	20,938	Common	SOLE
36828A101	GEV	GE VERNOVA INC	$221,862	0.02%	727	Common	SOLE
921937686	VSIAX	VANGUARD BD INDEX	$220,895	0.02%	2,760	Common	SOLE
353496847	FRIAX	FRANKLIN INCOME AD	$220,355	0.02%	93,371	Common	SOLE
902653104	UDR	UDR INC	$216,726	0.02%	4,798	Common	SOLE
922907860	VWLUX	VANGUARD MUN BD FD	$213,289	0.02%	19,990	Common	SOLE
92203J308	VTABX	VANGUARD CHARLOTTE	$208,736	0.02%	10,721	Common	SOLE
857477103	STT	STATE STREET CORP	$208,157	0.02%	2,325	Common	SOLE
302491303	FMC	F M C CORP COM	$207,406	0.02%	4,916	Common	SOLE
303075105	FDS	FACTSET RESH SYS	$204,588	0.02%	450	Common	SOLE
N53745100	LYB	LYONDELLBASELL IND	$204,160	0.02%	2,900	Common	SOLE
921936209	VPMAX	VANGUARD/PRIMECAP	$202,214	0.02%	1,228	Common	SOLE
544004401	LBNYX	LORD ABBETT BD DEB	$202,118	0.02%	28,710	Common	SOLE
00141W703	ORNYX	AIM TAX-EXEMPT FDS	$201,513	0.02%	30,122	Common	SOLE
290876101	EMA	EMERA INC COM	$200,811	0.02%	4,771	Common	SOLE
670700400	NPSRX	NUVEEN INVT TR V P	$191,504	0.02%	12,276	Common	SOLE
56064B530	CSHZX	NEW YORK LIFE INVT	$176,371	0.02%	13,844	Common	SOLE
98956A105	ZETA	ZETA GLOBAL HOLDIN	$170,856	0.02%	12,600	Common	SOLE
87234N765	TGEIX	TCW FDS INC EMRG M	$168,635	0.02%	25,904	Common	SOLE
67065Q772	NHMRX	NUVEEN FUNDS HI YL	$158,002	0.02%	10,882	Common	SOLE
922031810	VFIDX	VANGUARD INT-TERM	$150,901	0.02%	17,365	Common	SOLE
67065Q699	NVHIX	NUVEEN MUN TR SHDU	$139,171	0.02%	14,527	Common	SOLE
353496805	FCISX	FRANKLIN CUSTODIAN	$40,112	0.00%	16,507	Common	SOLE

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.