TB

TOWER BRIDGE ADVISORS

13F
TOWER BRIDGE ADVISORS
Last update 2024-07-24 169 Stocks (3 new)
Value $895.00 Mil Turnover 4 %
Countries:
Top Holdings: MSFT(8.19%)AAPL(5.56%)GOOG(4.25%)ORCL(2.96%)JPM(2.95%)
Portfolio Report
Summary Stock Picks Current Portfolio
TOWER BRIDGE ADVISORS Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
163,943
73274.260
-6.08%
8.190
-0.46%
0.000
-4.44%
+15.32%
3205943.783
Software
AAPL 		Apple Inc
236,068
49720.600
-9.25%
5.560
-0.42%
0.000
+6.92%
+18.74%
3459245.251
Hardware
GOOG 		Alphabet Inc
207,054
37977.830
-3.77%
4.250
-0.13%
0.000
-11.50%
+16.53%
2006607.813
Interactive Media
ORCL 		Oracle Corp
187,642
26495.020
-8.12%
2.960
-0.21%
0.010
+21.95%
+61.03%
465815.712
Software
JPM 		JPMorgan Chase & Co
130,532
26401.440
-2.62%
2.950
-0.07%
0.000
+6.84%
+25.50%
596858.655
Banks
AVGO 		Broadcom Inc
1,448,900
23262.520
+922.51%
2.600
+2.35%
0.000
+12.26%
+61.30%
831782.893
Semiconductors
ACN 		Accenture PLC
66,315
20120.630
-10.30%
2.250
-0.27%
0.010
+17.32%
+2.61%
222873.840
Software
MCD 		McDonald's Corp
71,414
18199.190
+0.51%
2.030
+0.01%
0.010
+18.46%
+4.26%
217821.275
Restaurants
V 		Visa Inc
69,213
18166.340
-10.26%
2.030
-0.23%
0.000
-0.50%
+4.95%
528675.800
Credit Services
J 		Jacobs Solutions Inc
128,498
17952.470
-6.64%
2.010
-0.14%
0.100
+11.40%
+19.84%
19210.036
Construction

TOWER BRIDGE ADVISORS's Historical Top Holdings Breakdowns

TOWER BRIDGE ADVISORS's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
AVGO 		Broadcom Inc2024-06-30Add
+2.35%
●
120.47 ($140.14) 182.89
$178.13
27.11%
Add 922.51%
1,448,900
130,720
NVDA 		NVIDIA Corp2024-06-30Reduce
-1.45%
●
76.2 ($101.1) 135.58
$124.04
22.69%
Reduce -83.96%
29,900
-156,500
CVS 		CVS Health Corp2024-06-30Reduce
-0.91%
●
53.63 ($62.55) 79.56
$59.01
-5.66%
Reduce -73.02%
40,952
-110,833
XOM 		Exxon Mobil Corp2024-06-30Add
+0.79%
●
108.36 ($116.47) 122.2
$112.80
-3.15%
Add 147.44%
102,216
60,906
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-0.79%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-29,397
MSFT 		Microsoft Corp2024-06-30Reduce
-0.46%
●
389.33 ($422.32) 452.85
$431.31
2.13%
Reduce -6.08%
163,943
-10,617
AAPL 		Apple Inc2024-06-30Reduce
-0.42%
●
165 ($186.49) 216.67
$227.74
22.12%
Reduce -9.25%
236,068
-24,055
TFC 		Truist Financial Corp2024-06-30Reduce
-0.30%
●
35.41 ($37.77) 40.18
$42.33
12.07%
Reduce -81.49%
17,290
-76,104
ACN 		Accenture PLC2024-06-30Reduce
-0.27%
●
281.76 ($306.33) 339.17
$355.81
16.15%
Reduce -10.3%
66,315
-7,611
PH 		Parker Hannifin Corp2024-06-30Add
+0.25%
●
502.63 ($536.26) 566.67
$635.40
18.49%
Add 94.4%
8,956
4,349

TOWER BRIDGE ADVISORS Total Holding History ($B)

To

TOWER BRIDGE ADVISORS's Asset Allocation

To

TOWER BRIDGE ADVISORS Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TOWER BRIDGE ADVISORS's Hypothetical Growth since 2024-06-30

TOWER BRIDGE ADVISORS's Yearly Returns

Year Portfolio % % Excess Gain %

TOWER BRIDGE ADVISORS's Holdings Heat Map

Size field:

TOWER BRIDGE ADVISORS's Holdings Bubble Chart

TOWER BRIDGE ADVISORS News

  • 1

Discussions on TOWER BRIDGE ADVISORS

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.