TOWER BRIDGE ADVISORS

RIA/Wealth

TOWER BRIDGE ADVISORS is a RIA/Wealth based in West Conshohocken, PA led by James Maurice Meyer, reporting $1.3B in AUM as of Q3 2025 with MSFT as the largest holding (8% allocation).

CEOJames Maurice Meyer

Portfolio Value: $981.8M
Positions: 171
Top Holding: MSFT at 7.93%
Last Reported: Q3 2025

Address300 Barr Harbor Drive, Suite 705, West Conshohocken, PA, 19428-2075, United States

Top Holdings

Largest long holdings in TOWER BRIDGE ADVISORS's portfolio (39.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$77.8M	7.93%	-$1.3M Sold	0.00% 150.3K shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$55.7M	5.68%	-$1.0M Sold	0.00% 218.8K shares	≤ Q2 2013 Held for 12y 5m+
3 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$47.3M	4.82%	-$334.4K Sold	0.00% 194.4K shares	Q2 2014 Held for 11y 5m
4 Broadcom Inc. AVGO	Semiconductors Technology	$46.0M	4.68%	-$184.1K Sold	0.00% 139.4K shares	Q4 2020 Held for 4y 11m
5 Oracle ORCL	Software - Infrastructure Technology	$45.6M	4.64%	-$3.8M Sold	0.01% 162.0K shares	≤ Q2 2013 Held for 12y 5m+
6 JPMorgan Chase JPM	Banks - Diversified Financial Services	$39.9M	4.06%	-$122.7K Sold	0.00% 126.4K shares	≤ Q2 2013 Held for 12y 5m+
7 Visa V	Financial - Credit Services Financial Services	$20.7M	2.11%	-$677.3K Sold	0.00% 60.6K shares	≤ Q2 2013 Held for 12y 5m+
8 McDonald's MCD	Restaurants Consumer Cyclical	$20.4M	2.08%	+$17.6K Bought	0.01% 67.1K shares	≤ Q2 2013 Held for 12y 5m+
9 Lam Research LRCX	Semiconductors Technology	$18.4M	1.87%	-$200.0K Sold	0.01% 137.1K shares	Q4 2020 Held for 4y 11m
10 Jacobs Solutions J	Engineering & Construction Industrials	$18.3M	1.87%	+$42.9K Bought	0.10% 122.4K shares	Q3 2014 Held for 11y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in TOWER BRIDGE ADVISORS's latest filing

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Market Value

$981.8M

Prior: $911.0M

Q/Q Change

+7.78%

+$70.8M

Net Flows % of MV

-1.08%

Turnover Ratio

2.72%

New Purchases

3 stocks

$568.7K

Added To

33 stocks

+$19.6M

Sold Out Of

5 stocks

$1.5M

Reduced Holdings

87 stocks

-$29.3M

Increased Positions

Position	Shares Δ	Change
1 Boston Scientific BSX	New	0 → 3.0K +$288.0K
2 Constellation Energy CEG	New	0 → 626.0 +$206.0K
3 Arcos Dorados Holdings ARCO	New	0 → 11.1K +$74.7K
4 Linde LIN	+449.68%	2.0K → 11.1K +$4.3M
5 Brown & Brown BRO	+130.1%	45.7K → 105.1K +$5.6M

Decreased Positions

Position	Shares Δ	Change
1 Fidelity National Financial FNF	Sold	8.1K → 0 −$452.6K
2 DEO Diageo DEO	Sold	3.3K → 0 −$329.8K
3 Darden Restaurants DRI	Sold	1.5K → 0 −$327.0K
4 FMC Corporation FMC	Sold	4.9K → 0 −$205.2K
5 FactSet Research Systems FDS	Sold	450.0 → 0 −$201.3K

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Analytics

Portfolio insights and performance metrics for TOWER BRIDGE ADVISORS

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Sector Allocation

Technology

29.80%

Financial Services

17.10%

Industrials

11.50%

Healthcare

9.80%

Communication Services

9.40%

Consumer Cyclical

7.20%

Consumer Defensive

6.30%

Energy

4.30%

Utilities

1.40%

Basic Materials

1.20%

Real Estate

0.40%

Market Cap Distribution

Mega Cap (> $200B)

59.31%

Large Cap ($10B - $200B)

38.52%

Mid Cap ($2B - $10B)

0.30%

Small Cap ($300M - $2B)

0.01%

Nano Cap (< $50M)

0.67%

N/A (ETF or Unknown)

1.19%

Portfolio Concentration

Top 10 Holdings %

39.73%

Top 20 Holdings %

54.27%

Top 50 Holdings %

81.45%

Top 100 Holdings %

96.21%