$897 Billion is the total value of TOWER BRIDGE ADVISORS's 208 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | VANGUARD MUN BD FD INmutual | $3,010,082,000 | – | 277,427 | +100.0% | 0.34% | – | |
| New | VANGUARD/WINDSOR FD Imutual | $249,307,000 | – | 3,195 | +100.0% | 0.03% | – | |
| PHG | New | KONINKLIJKE PHILIPS E | $245,081,000 | – | 5,798 | +100.0% | 0.03% | – |
| CB | New | CHUBB LIMITED | $239,052,000 | – | 1,882 | +100.0% | 0.03% | – |
| MKCV | New | MCCORMICK & CO INC CO | $231,600,000 | – | 2,000 | +100.0% | 0.03% | – |
| WFCPRJCL | New | WELLS FARGO & CO 8 percent Ppreferr | $236,440,000 | – | 9,200 | +100.0% | 0.03% | – |
| MDB | New | MONGODB INC CL A | $229,489,000 | – | 4,624 | +100.0% | 0.03% | – |
| NBL | New | NOBLE ENERGY | $212,738,000 | – | 6,030 | +100.0% | 0.02% | – |
| WSFS | New | WSFS FINL CORP | $213,200,000 | – | 4,000 | +100.0% | 0.02% | – |
| VFC | New | V F CORP | $205,675,000 | – | 2,523 | +100.0% | 0.02% | – |
| NJR | New | NEW JERSEY RES | $205,850,000 | – | 4,600 | +100.0% | 0.02% | – |
| ATLEF | New | ATLAS CLOUD ENTERPRIS | $1,848,000 | – | 10,869 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 42 | Q3 2023 | 6.8% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 3.3% |
| VISA INC COM CL A | 42 | Q3 2023 | 3.4% |
| ACCENTURE PLC IRELAND | 42 | Q3 2023 | 3.2% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 4.4% |
| MCDONALDS CORP | 42 | Q3 2023 | 2.4% |
| 3M CO. | 42 | Q3 2023 | 2.7% |
| PEPSICO INC | 42 | Q3 2023 | 2.0% |
| CVS HEALTH CORP. | 42 | Q3 2023 | 2.1% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.9% |
View TOWER BRIDGE ADVISORS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-09 |
View TOWER BRIDGE ADVISORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.