Fund HoldingsTOWER BRIDGE ADVISORS

Total Portfolio Value
$1.08B
Total Bought
$1.08B
Total Sold
$1.09B
Net Transaction
-$10.53M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0218,878+218,878069,1116.40%+69,111
APPLE INC(AAPL)0310,825+310,825053,2164.93%+53,216
ALPHABET CLASS C(GOOG)0265,378+265,378034,9903.24%+34,990
ACCENTURE PLC
SHS CLASS A
0110,029+110,029033,7913.13%+33,791
ORACLE SYS CORP(ORCL)0256,509+256,509027,1692.51%+27,169
VISA INC(V)0116,468+116,468026,7892.48%+26,789
JACOBS SOLUTIONS INC(J)0178,594+178,594024,3782.26%+24,378
BECTON DICKINSON & CO(BDX)089,131+89,131023,0432.13%+23,043
MCDONALD'S CORP(MCD)087,242+87,242022,9832.13%+22,983
IQVIA HOLDINGS INC(IQV)0113,710+113,710022,3722.07%+22,372
J P MORGAN CHASE & CO(JPM)0149,184+149,184021,6352.00%+21,635
JOHNSON & JOHNSON(JNJ)0129,416+129,416020,1571.87%+20,157
DANAHER CORP(DHR)075,365+75,365018,6981.73%+18,698
PEPSICO INC(PEP)0108,493+108,493018,3831.70%+18,383
LOWE'S COS INC(LOW)083,757+83,757017,4081.61%+17,408
THERMO FISHER SCIENTI(TMO)033,046+33,046016,7271.55%+16,727
ALPHABET CLASS A(GOOG)0126,900+126,900016,6061.54%+16,606
AON PLC SHS CL A(AON)048,921+48,921015,8611.47%+15,861
UNITEDHEALTH GROUP IN(UNH)031,357+31,357015,8101.46%+15,810
CVS HEALTH CORP.(CVS)0216,064+216,064015,0861.40%+15,086
CHEVRON CORP(CVX)079,810+79,810013,4581.25%+13,458
PROCTER & GAMBLE CO(PG)088,662+88,662012,9321.20%+12,932
ADOBE SYS INC(ADBE)024,966+24,966012,7301.18%+12,730
SCHWAB CHARLES CORP(SCHW)0224,173+224,173012,3071.14%+12,307
MOODYS CORP(MCO)035,135+35,135011,1091.03%+11,109
BROADCOM INC COM(AVGO)012,942+12,942010,7490.99%+10,749
COCA COLA CO.(KO)0184,695+184,695010,3390.96%+10,339
BROWN & BROWN INC(BRO)0144,634+144,634010,1010.93%+10,101
META PLATFORMS INC(META)032,685+32,68509,8120.91%+9,812
WAL MART STORES INC(WMT)061,332+61,33209,8090.91%+9,809
COSTCO WHOLESALE(COST)017,353+17,35309,8040.91%+9,804
LENNAR CORP(LEN)086,505+86,50509,7090.90%+9,709
NVIDIA CORP(NVDA)022,255+22,25509,6810.90%+9,681
CISCO SYSTEMS INC(CSCO)0180,024+180,02409,6780.90%+9,678
NOVARTIS ADR(NVS)092,078+92,07809,3790.87%+9,379
TOLL BROTHERS INC(TOL)0126,498+126,49809,3560.87%+9,356
DIAGEO PLC(DEO)061,995+61,99509,2480.86%+9,248
PIONEER NATURAL RES C037,848+37,84808,6880.80%+8,688
HONEYWELL INTL INC(HON)046,039+46,03908,5050.79%+8,505
ANALOG DEVICES INC(ADI)047,394+47,39408,2980.77%+8,298
WATSCO INC(WSO)021,895+21,89508,2700.77%+8,270
UNITED PARCEL SVC INC(UPS)052,371+52,37108,1630.76%+8,163
GOLDMAN SACHS GROUP I(GS)0364,953+364,95308,0650.75%+8,065
MONDELEZ INTL INC(MDLZ)0115,977+115,97708,0490.74%+8,049
HOME DEPOT INC(HD)026,012+26,01207,8600.73%+7,860
AUTOMATIC DATA PROCES031,131+31,13107,4890.69%+7,489
AIR PRODS & CHEMS INC026,312+26,31207,4570.69%+7,457
CME GROUP INC COM(CME)036,997+36,99707,4080.69%+7,408
FEDEX CORP(FDX)027,589+27,58907,3090.68%+7,309
US BANCORP DEL 5.56 percent(USB)0379,886+379,88607,1720.66%+7,172
UNION PACIFIC CORP(UNP)034,393+34,39307,0030.65%+7,003
EATON CORP PLC SHS(ETN)031,409+31,40906,6990.62%+6,699
T MOBILE US INC(TMUS)045,669+45,66906,3960.59%+6,396
TRUIST FINANCIAL CORP(TFC)0218,942+218,94206,2640.58%+6,264
ABBVIE INC(ABBV)041,838+41,83806,2360.58%+6,236
EXXON MOBIL051,350+51,35006,0380.56%+6,038
WALT DISNEY COMPANY(DIS)070,129+70,12905,6840.53%+5,684
ONEOK INC NEW(OKE)088,960+88,96005,6430.52%+5,643
BERKSHIRE HATHAWAY IN015,796+15,79605,5330.51%+5,533
WELLS FARGO & CO(WFC)0132,453+132,45305,4120.50%+5,412
VERIZON COMMUNICATION(VZ)0162,155+162,15505,2550.49%+5,255
AMAZON COM INC(AMZN)040,386+40,38605,1340.48%+5,134
ENTERPRISE PRODS PART(EPD)0186,365+186,36505,1010.47%+5,101
MERCK & COMPANY(MRK)049,353+49,35305,0810.47%+5,081
NIKE INC CL B(NKE)053,091+53,09105,0770.47%+5,077
L3 HARRIS TECHNOLOGIE(LHX)027,306+27,30604,7550.44%+4,755
MEDTRONIC PLC(MDT)060,076+60,07604,7080.44%+4,708
BANK OF AMERICA PFD D0215,430+215,43004,5460.42%+4,546
CULLEN FROST BANKERS(CFR)049,515+49,51504,5160.42%+4,516
LINDE PLC SHS(LIN)012,045+12,04504,4850.42%+4,485
ABBOTT LABS045,511+45,51104,4080.41%+4,408
S&P GLOBAL INC COM(SPGI)011,558+11,55804,2230.39%+4,223
AMGEN INC(AMGN)015,218+15,21804,0900.38%+4,090
INTERCONTINENTAL EXCH(ICE)035,880+35,88003,9480.37%+3,948
QUALCOMM INC(QCOM)034,059+34,05903,7830.35%+3,783
LILLY, ELI AND CO(LLY)07,040+7,04003,7810.35%+3,781
RAYMOND JAMES FINANCI(RJF)036,929+36,92903,7090.34%+3,709
NEXTERA ENERGY INC(NEE)062,658+62,65803,5900.33%+3,590
TEXAS PACIFIC LAND CO(TPL)01,950+1,95003,5560.33%+3,556
COMCAST CORP NEW CL A(CCZ)078,334+78,33403,4730.32%+3,473
COLGATE PALMOLIVE CO(CL)047,898+47,89803,4060.32%+3,406
CONSTELLATION BRANDS(STZ)012,950+12,95003,2550.30%+3,255
AKAMAI TECHNOLOGIES I(AKAM)029,135+29,13503,1040.29%+3,104
WASTE MGMT INC DEL(WM)019,303+19,30302,9430.27%+2,943
LEIDOS HLDGS INC(LDOS)031,612+31,61202,9130.27%+2,913
METLIFE INC 4.0 percent PFD(MET)0123,554+123,55402,8570.26%+2,857
ROCHE HLDG LTD ADR082,150+82,15002,8110.26%+2,811
BRISTOL MYERS SQUIBB(BMY)048,320+48,32002,8040.26%+2,804
ENBRIDGE INC(ENB)083,008+83,00802,7550.26%+2,755
AMERIPRISE FINL INC(AMP)08,139+8,13902,6830.25%+2,683
CDW CORP(CDW)013,250+13,25002,6730.25%+2,673
DEERE & CO.(DE)06,803+6,80302,5670.24%+2,567
BEST BUY INC(BBY)035,373+35,37302,4570.23%+2,457
BANK OF AMERICA CORP089,261+89,26102,4440.23%+2,444
LOCKHEED MARTIN CORP(LMT)05,957+5,95702,4360.23%+2,436
PFIZER INC(PFE)069,377+69,37702,3010.21%+2,301
BOOZ ALLEN HAMILTON H020,725+20,72502,2650.21%+2,265
AMERICAN EXPRESS CO.(AXP)015,127+15,12702,2570.21%+2,257
CSX CORP(CSX)073,274+73,27402,2530.21%+2,253
LAM RESEARCH CORP COM(LRCX)03,488+3,48802,1860.20%+2,186
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