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TOWER BRIDGE ADVISORS13F | |
| TOWER BRIDGE ADVISORS | |
| Last update 2025-05-08 | 172 Stocks (6 new) |
| Value $889.00 Mil | Turnover 2 % |
TOWER BRIDGE ADVISORS Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 156,589 | 58,781.9 | -2.64% | 6.610 | -0.19% | 0.000 | +42.38% | +21.55% | 3,793,421.7 | Software | |
AAPL | Apple Inc | 228,646 | 50,789.0 | -1.46% | 5.720 | -0.09% | 0.000 | +10.26% | -14.86% | 3,176,921.9 | Hardware | |
JPM | JPMorgan Chase & Co | 130,980 | 32,129.3 | -0.40% | 3.620 | -0.01% | 0.000 | +28.00% | +23.67% | 802,107.4 | Banks | |
GOOG | Alphabet Inc | 199,273 | 31,132.4 | -0.94% | 3.500 | -0.04% | 0.000 | +27.59% | +0.52% | 2,311,460.9 | Interactive Media | |
ORCL | Oracle Corp | 185,362 | 25,915.4 | -2.56% | 2.920 | -0.09% | 0.010 | +99.36% | +47.83% | 686,310.3 | Software | |
AVGO | Broadcom Inc | 142,858 | 23,918.7 | +0.04% | 2.690 | 0% | 0.000 | +73.80% | +24.98% | 1,355,493.3 | Semiconductors | |
V | Visa Inc | 62,546 | 21,919.9 | -3.61% | 2.470 | -0.08% | 0.000 | +10.40% | +12.01% | 689,226.7 | Credit Services | |
MCD | McDonald's Corp | 67,824 | 21,186.0 | -1.44% | 2.380 | -0.03% | 0.010 | -3.34% | +3.53% | 212,168.1 | Restaurants | |
ACN | Accenture PLC | 63,516 | 19,819.5 | -1.03% | 2.230 | -0.02% | 0.010 | +1.82% | -18.44% | 176,195.7 | Software | |
AON | Aon PLC | 42,922 | 17,129.7 | -2.48% | 1.930 | -0.04% | 0.020 | -0.38% | -1.09% | 76,410.3 | Insurance |
TOWER BRIDGE ADVISORS's Historical Top Holdings Breakdowns
TOWER BRIDGE ADVISORS's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LRCX | Lam Research Corp | 2025-03-31 | Add Add | +0.84% | 72.44 ($78.75) 89.02 | $102.01 | 29.54% | Add 262.18% | 141,450 | 102,395 | |
DEO | Diageo PLC | 2025-03-31 | Reduce Reduce | -0.52% | 104.79 ($113.02) 126.12 | $102.53 | -9.28% | Reduce -90.23% | 4,190 | -38,687 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.25% | 377.84 ($428.84) 464.11 | $367.22 | -14.37% | Reduce -29.13% | 12,663 | -5,205 | |
WMT | Walmart Inc | 2025-03-31 | Reduce Reduce | -0.20% | 84.5 ($93.81) 105.05 | $95.97 | 2.30% | Reduce -23.51% | 67,870 | -20,862 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.19% | 375.39 ($407.71) 447.2 | $510.38 | 25.18% | Reduce -2.64% | 156,589 | -4,241 | |
AMTM | Amentum Holdings Inc | 2025-03-31 | Reduce Reduce | -0.12% | 17.04 ($20.37) 23.59 | $24.98 | 22.63% | Reduce -58.51% | 38,888 | -54,844 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Reduce Reduce | -0.11% | 222.79 ($232.01) 249.08 | $177.33 | -23.57% | Reduce -8.47% | 49,405 | -4,571 | |
LEN | Lennar Corp | 2025-03-31 | Reduce Reduce | -0.11% | 113.93 ($123.84) 137.82 | $109.76 | -11.37% | Reduce -10.88% | 62,592 | -7,644 | |
MKC | McCormick & Co Inc | 2025-03-31 | Reduce Reduce | -0.11% | 71.24 ($78.37) 84.73 | $71.07 | -9.31% | Reduce -55.59% | 11,061 | -13,843 | |
CMCSA | Comcast Corp | 2025-03-31 | Reduce Reduce | -0.10% | 33.19 ($36.08) 38.23 | $35.01 | -2.98% | Reduce -59.59% | 16,799 | -24,774 |
TOWER BRIDGE ADVISORS Total Holding History ($B)
TOWER BRIDGE ADVISORS's Asset Allocation
TOWER BRIDGE ADVISORS Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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TOWER BRIDGE ADVISORS's Hypothetical Growth since 2025-03-31
TOWER BRIDGE ADVISORS's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
TOWER BRIDGE ADVISORS's Holdings Heat Map
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TOWER BRIDGE ADVISORS's Holdings Bubble Chart
TOWER BRIDGE ADVISORS News
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