Tower Bridge Advisors Portfolio Holdings

Tower Bridge Advisors

  • $895 Billion
  • Q1 2025

Tower Bridge Advisors has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $895 Billion distributed in 198 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $58.8B, Apple Inc. with a value of $50.8B, Jpmorgan Chase & CO with a value of $32.1B, Alphabet Inc. with a value of $31.1B, and Oracle Corp with a value of $25.9B.

Examining the 13F form we can see an decrease of $44B in the current position value, from $939B to 895B.

Below you can find more details about Tower Bridge Advisors portfolio as well as his latest detailed transactions.

Portfolio value $895 Billion
Technology: $209 Billion
Financial Services: $148 Billion
Healthcare: $126 Billion
Industrials: $88.3 Billion
Communication Services: $69.7 Billion
Consumer Defensive: $69.1 Billion
Consumer Cyclical: $66.3 Billion
Energy: $48.3 Billion
Other: $19.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.1B
$369 Million 0.04% of portfolio
5,452
Q1 2025 Reduced 51.37%
$23.9B
$396 Million 0.04% of portfolio
3,600
Q3 2018 New
$167B
$328 Million 0.04% of portfolio
4,500
Q3 2024 New
$39.7B
$345 Million 0.04% of portfolio
3,346
Q4 2024 Reduced 3.24%
$82B
$315 Million 0.04% of portfolio
2,143
Q1 2025 Reduced 31.82%
$21.8B
$328 Million 0.04% of portfolio
-
Q4 2020 Added 100.0%
$125B
$304 Million 0.03% of portfolio
5,065
Q4 2024 Reduced 0.04%
$5.37B
$227 Million 0.03% of portfolio
4,125
Q1 2025 Reduced 10.81%
American Funds Was
-
$291 Million 0.03% of portfolio
-
Q1 2025 Added 0.38%
$53.5B
$262 Million 0.03% of portfolio
4,000
Q1 2025 New
Vanguard Us Growth
-
$241 Million 0.03% of portfolio
-
Q4 2024 Added 2.4%
American Balanced
-
$284 Million 0.03% of portfolio
-
Q1 2025 Added 0.33%
Brandywine Global
-
$272 Million 0.03% of portfolio
-
Q1 2025 New
$17B
$311 Million 0.03% of portfolio
5,825
Q4 2023 Reduced 5.74%
$32.2B
$230 Million 0.03% of portfolio
3,850
Q1 2025 Reduced 11.09%
$47.2B
$253 Million 0.03% of portfolio
4,504
Q1 2025 Reduced 0.18%
$98.4B
$295 Million 0.03% of portfolio
2,109
Q2 2024 Reduced 39.9%
Franklin Managed T
-
$256 Million 0.03% of portfolio
-
Q4 2024 Added 9.75%
$25.6B
$262 Million 0.03% of portfolio
7,264
Q1 2025 Reduced 11.37%
Principal Fds Inc
-
$226 Million 0.03% of portfolio
-
Q1 2025 New
Franklin Custodian
-
$234 Million 0.03% of portfolio
-
Q2 2024 New
Schwab S&P 500 Ind
-
$313 Million 0.03% of portfolio
-
Q3 2023 New
$0
$233 Million 0.03% of portfolio
11,124
Q2 2024 New
$293B
$233 Million 0.03% of portfolio
352
Q1 2025 New
$0
$201 Million 0.02% of portfolio
4,771
Q1 2025 New
$5.11B
$207 Million 0.02% of portfolio
4,916
Q1 2025 Reduced 2.63%
$17.5B
$205 Million 0.02% of portfolio
450
Q3 2024 New
Aim Tax Exempt Fds
-
$202 Million 0.02% of portfolio
-
Q1 2025 New
Franklin Income Ad
-
$220 Million 0.02% of portfolio
-
Q1 2025 New
Tcw Fds Inc Emrg M
-
$169 Million 0.02% of portfolio
-
Q1 2025 New
Ge Vernova Inc
-
$222 Million 0.02% of portfolio
-
Q1 2025 Added 11.5%
Vanguard/Primecap
-
$202 Million 0.02% of portfolio
-
Q4 2024 Reduced 6.83%
Lord Abbett Bd Deb
-
$202 Million 0.02% of portfolio
-
Q1 2025 New
$18.4B
$204 Million 0.02% of portfolio
2,900
Q4 2024 Reduced 12.12%
$35.3B
$208 Million 0.02% of portfolio
2,325
Q1 2025 Reduced 2.11%
$13.5B
$217 Million 0.02% of portfolio
4,798
Q4 2024 Reduced 0.04%
Nuveen Mun Tr Shdu
-
$139 Million 0.02% of portfolio
-
Q1 2025 New
Nuveen Invt Tr V P
-
$192 Million 0.02% of portfolio
-
Q1 2025 New
Nuveen Funds Hi Yl
-
$158 Million 0.02% of portfolio
-
Q1 2025 New
New York Life Invt
-
$176 Million 0.02% of portfolio
-
Q1 2025 New
Vanguard Bd Index
-
$221 Million 0.02% of portfolio
-
Q1 2025 Added 0.04%
Vanguard Charlotte
-
$209 Million 0.02% of portfolio
-
Q1 2025 New
Vanguard Int Term
-
$151 Million 0.02% of portfolio
-
Q1 2025 New
Vanguard Mun Bd Fd
-
$213 Million 0.02% of portfolio
-
Q3 2023 New
Vanguard Pa Tax Fr
-
$222 Million 0.02% of portfolio
-
Q1 2025 Added 0.17%
$2.25B
$171 Million 0.02% of portfolio
12,600
Q4 2024 Reduced 10.0%
Franklin Custodian
-
$40.1 Million 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 198
  • Current Value $895 Billion
  • Prior Value $939 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 91 stocks
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