TOWER BRIDGE ADVISORS

Q2 2025 13F-HR Holdings

Location
Conshohocken, PA
Holdings as of
6/30/2025
Date filed
8/11/2025
Form type
13F-HR
Num holdings
191
Total value ($000)
$930,239
Net value change ($000)
—
New positions
191
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2014 Next filing: 11/12/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 76,000 —
AAPL 45,702 —
AVGO 38,577 —
ORCL 38,409 —
JPM 36,767 —
GOOGL 34,720 —
V 22,207 —
MCD 19,592 —
ACN 18,439 —
J 16,054 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type