0001278249-24-000002.txt : 20240429 0001278249-24-000002.hdr.sgml : 20240429 20240429145911 ACCESSION NUMBER: 0001278249-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240429 DATE AS OF CHANGE: 20240429 EFFECTIVENESS DATE: 20240429 FILER: COMPANY DATA: COMPANY CONFORMED NAME: TOWER BRIDGE ADVISORS CENTRAL INDEX KEY: 0001278249 ORGANIZATION NAME: IRS NUMBER: 233096014 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10708 FILM NUMBER: 24889854 BUSINESS ADDRESS: STREET 1: 101 WEST ELM STREET STREET 2: SUITE 355 CITY: CONSHOHOCKEN STATE: PA ZIP: 19428 BUSINESS PHONE: 6102602200 MAIL ADDRESS: STREET 1: 101 WEST ELM STREET STREET 2: STE 355 CITY: CONSHOHOCKEN STATE: PA ZIP: 19428 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001278249 XXXXXXXX 03-31-2024 03-31-2024 TOWER BRIDGE ADVISORS

101 WEST ELM STREET STE 355 CONSHOHOCKEN PA 19428

13F HOLDINGS REPORT 028-10708 N Jeffrey Kachel 6102602205 Jeffrey Kachel West Conshohocken PA 04-29-2024 0 198 982510648 false INFORMATION TABLE 2 informationtable.xml 1/100 BERKSHIRE HTWY COMMON 084990175 634440 100 SH SOLE 100 0 0 A T & T INC (NEW) COMMON 00206R102 428507 24347 SH SOLE 24347 0 0 ABBOTT LABS COMMON 002824100 5036616 44313 SH SOLE 44313 0 0 ABBVIE INC COMMON 00287Y109 6938556 38103 SH SOLE 38103 0 0 ACCENTURE PLC COMMON G1151C101 25623491 73926 SH SOLE 73926 0 0 ADOBE SYS INC COMMON 00724F101 10687428 21180 SH SOLE 21180 0 0 ADVANCED MICRO DEVICE COMMON 007903107 767082 4250 SH SOLE 4250 0 0 AFLAC INC COMMON 001055102 1441504 16789 SH SOLE 16789 0 0 AIR PRODS & CHEMS INC COMMON 009158106 4587382 18935 SH SOLE 18935 0 0 AKAMAI TECHNOLOGIES I COMMON 00971T101 2596101 23870 SH SOLE 23870 0 0 ALLSTATE CORP COMMON 020002101 1083043 6260 SH SOLE 6260 0 0 ALPHABET CLASS A COMMON 02079K305 11285187 74771 SH SOLE 74771 0 0 ALPHABET CLASS C COMMON 02079K107 32761480 215168 SH SOLE 215168 0 0 AMAZON COM INC COMMON 023135106 7448792 41295 SH SOLE 41295 0 0 AMERICAN BALANCED FD MUTUAL 024071102 262957 7768 SH SOLE 7768 0 0 AMERICAN ELECTRIC POW COMMON 025537101 662970 7700 SH SOLE 7700 0 0 AMERICAN EXPRESS CO. COMMON 025816109 3102732 13627 SH SOLE 13627 0 0 AMERICAN FUNDS WASHIN MUTUAL 939330825 265552 4275 SH SOLE 4275 0 0 AMERIPRISE FINL INC COMMON 03076C106 3463238 7899 SH SOLE 7899 0 0 AMGEN INC COMMON 031162100 4367155 15360 SH SOLE 15360 0 0 ANALOG DEVICES INC COMMON 032654105 5256071 26574 SH SOLE 26574 0 0 AON PLC SHS CL A COMMON G0403H108 16094982 48229 SH SOLE 48229 0 0 APPLE INC COMMON 037833100 44605963 260123 SH SOLE 260123 0 0 APPLIED MATLS INC COMMON 038222105 582600 2825 SH SOLE 2825 0 0 AUTOMATIC DATA PROCES COMMON 053015103 2917712 11683 SH SOLE 11683 0 0 AVERY DENNISON CORP COMMON 053611109 223250 1000 SH SOLE 1000 0 0 BANK OF AMERICA CORP COMMON 060505104 3034320 80019 SH SOLE 80019 0 0 BANK OF AMERICA PFD D PREFERR 060505625 2824158 133215 SH SOLE 133215 0 0 BECTON DICKINSON & CO COMMON 075887109 16092648 65034 SH SOLE 65034 0 0 BERKSHIRE HATHAWAY IN COMMON 084670702 6079037 14456 SH SOLE 14456 0 0 BERKSHIRE HATHAWAY IN COMMON 084670108 634440 1 SH SOLE 1 0 0 BEST BUY INC COMMON 086516101 387592 4725 SH SOLE 4725 0 0 BK OF AMERICA CORP PF PREFERR 060505633 561173 25450 SH SOLE 25450 0 0 BLACKROCK INC COMMON 09247X101 739492 887 SH SOLE 887 0 0 BLACKSTONE GROUP INC COMMON 09260D107 460977 3509 SH SOLE 3509 0 0 BOOZ ALLEN HAMILTON H COMMON 099502106 367389 2475 SH SOLE 2475 0 0 BRISTOL MYERS SQUIBB COMMON 110122108 2184113 40275 SH SOLE 40275 0 0 BROADCOM INC COM COMMON 11135F101 18781060 14170 SH SOLE 14170 0 0 BROWN & BROWN INC COMMON 115236101 5084498 58082 SH SOLE 58082 0 0 CARRIER GLOBAL CORPOR COMMON 14448C104 743425 12789 SH SOLE 12789 0 0 CATERPILLAR INC COMMON 149123101 1724053 4705 SH SOLE 4705 0 0 CDN IMPERIAL BK COMM COMMON 136069101 386182 7614 SH SOLE 7614 0 0 CDW CORP COMMON 12514G108 3580920 14000 SH SOLE 14000 0 0 CHEVRON CORP COMMON 166764100 10267445 65091 SH SOLE 65091 0 0 CHUBB LIMITED COMMON H1467J104 444667 1716 SH SOLE 1716 0 0 CHURCH & DWIGHT CO. COMMON 171340102 375516 3600 SH SOLE 3600 0 0 CIGNA CORP NEW COM COMMON 125523100 1011847 2786 SH SOLE 2786 0 0 CISCO SYSTEMS INC COMMON 17275R102 7461908 149507 SH SOLE 149507 0 0 CITIGROUP INC COMMON 172967424 202125 3196 SH SOLE 3196 0 0 CME GROUP INC COM COMMON 12572Q105 5913136 27466 SH SOLE 27466 0 0 COCA COLA CO. COMMON 191216100 10353401 169229 SH SOLE 169229 0 0 COLGATE PALMOLIVE CO COMMON 194162103 2550486 28323 SH SOLE 28323 0 0 COMCAST CORP NEW CL A COMMON 20030N101 3035454 70022 SH SOLE 70022 0 0 CONOCOPHILLIPS COMMON 20825C104 722823 5679 SH SOLE 5679 0 0 CONSTELLATION BRANDS COMMON 21036P108 2776300 10216 SH SOLE 10216 0 0 CORTEVA INC COM COMMON 22052L104 558303 9681 SH SOLE 9681 0 0 COSTCO WHOLESALE COMMON 22160K105 7920463 10811 SH SOLE 10811 0 0 CSX CORP COMMON 126408103 2701439 72874 SH SOLE 72874 0 0 CULLEN FROST BANKERS COMMON 229899109 1336769 11875 SH SOLE 11875 0 0 CVS HEALTH CORP. COMMON 126650100 12106350 151785 SH SOLE 151785 0 0 DANAHER CORP COMMON 235851102 13437634 53811 SH SOLE 53811 0 0 DARDEN RESTAURANTS IN COMMON 237194105 250725 1500 SH SOLE 1500 0 0 DEERE & CO. COMMON 244199105 2795086 6805 SH SOLE 6805 0 0 DIAGEO PLC COMMON 25243Q205 7827856 52628 SH SOLE 52628 0 0 DIGITAL REALTY TRUST COMMON 253868103 244868 1700 SH SOLE 1700 0 0 DOMINION RES INC VA COMMON 25746U109 308328 6268 SH SOLE 6268 0 0 DOVER CORP COMMON 260003108 419409 2367 SH SOLE 2367 0 0 DUKE ENERGY CORPORATI COMMON 26441C204 1284986 13287 SH SOLE 13287 0 0 EATON CORP PLC SHS COMMON G29183103 10482284 33524 SH SOLE 33524 0 0 EMERSON ELECTRIC CO COMMON 291011104 711484 6273 SH SOLE 6273 0 0 ENBRIDGE INC COMMON 29250N105 2603766 71967 SH SOLE 71967 0 0 ENTERPRISE PRODS PART COMMON 293792107 4201920 144000 SH SOLE 144000 0 0 EOG RESOURCES INC COMMON 26875P101 813702 6365 SH SOLE 6365 0 0 EXXON MOBIL COMMON 30231G102 4801868 41310 SH SOLE 41310 0 0 FACTSET RESH SYS COMMON 303075105 204476 450 SH SOLE 450 0 0 FEDEX CORP COMMON 31428X106 7056934 24356 SH SOLE 24356 0 0 FIDELITY 500 INDEX FU MUTUAL 315911750 261762 1431 SH SOLE 1431 0 0 FRANKLIN MANAGED TR R MUTUAL 353825805 250905 2641 SH SOLE 2641 0 0 FRIEDMAN INDS INC COM COMMON 358435105 211949 11310 SH SOLE 11310 0 0 GENERAL ELECTRIC CO C COMMON 369604301 356326 2030 SH SOLE 2030 0 0 GENERAL MILLS INC COMMON 370334104 302970 4330 SH SOLE 4330 0 0 GILEAD SCIENCES INC COMMON 375558103 249398 3405 SH SOLE 3405 0 0 GLOBE LIFE INC COMMON 37959E102 721494 6200 SH SOLE 6200 0 0 GOLDMAN SACHS GROUP I PREFERR 38144G804 667263 29100 SH SOLE 29100 0 0 GOLDMAN SACHS GROUP I PREFERR 38143Y665 5098592 222938 SH SOLE 222938 0 0 GULF IS FABRICATION I COMMON 402307102 131242 17856 SH SOLE 17856 0 0 HERSHEY FOODS CORP COMMON 427866108 525150 2700 SH SOLE 2700 0 0 HOME DEPOT INC COMMON 437076102 8855778 23086 SH SOLE 23086 0 0 HONEYWELL INTL INC COMMON 438516106 8570830 41758 SH SOLE 41758 0 0 ILLINOIS TOOL WORKS I COMMON 452308109 856778 3193 SH SOLE 3193 0 0 INTEL CORP COMMON 458140100 1624352 36775 SH SOLE 36775 0 0 INTERCONTINENTAL EXCH COMMON 45866F104 5237470 38110 SH SOLE 38110 0 0 INTERNATIONAL PAPER C COMMON 460146103 227291 5825 SH SOLE 5825 0 0 INT'L BUSINESS MACHIN COMMON 459200101 2022457 10591 SH SOLE 10591 0 0 IQVIA HOLDINGS INC COMMON 46266C105 20705622 81876 SH SOLE 81876 0 0 J P MORGAN CHASE & CO COMMON 46625H100 26849981 134049 SH SOLE 134049 0 0 JACOBS SOLUTIONS INC COMMON 46982L108 21159876 137643 SH SOLE 137643 0 0 JOHNSON & JOHNSON COMMON 478160104 17455322 110344 SH SOLE 110344 0 0 KIMBERLY CLARK CORP COMMON 494368103 773513 5980 SH SOLE 5980 0 0 L3 HARRIS TECHNOLOGIE COMMON 502431109 4611484 21640 SH SOLE 21640 0 0 LAM RESEARCH CORP COM COMMON 512807108 3417983 3518 SH SOLE 3518 0 0 LEIDOS HLDGS INC COMMON 525327102 2777404 21187 SH SOLE 21187 0 0 LENNAR CORP COMMON 526057104 12399083 72096 SH SOLE 72096 0 0 LILLY, ELI AND CO COMMON 532457108 4746334 6101 SH SOLE 6101 0 0 LINDE PLC SHS COMMON G54950103 1602368 3451 SH SOLE 3451 0 0 LOCKHEED MARTIN CORP COMMON 539830109 2909803 6397 SH SOLE 6397 0 0 LOWE'S COS INC COMMON 548661107 14692820 57680 SH SOLE 57680 0 0 LYONDELLBASELL INDUST COMMON N53745100 654592 6400 SH SOLE 6400 0 0 MARATHON PETE CORP COMMON 56585A102 882570 4380 SH SOLE 4380 0 0 MARSH & MCLENNAN COS COMMON 571748102 479727 2329 SH SOLE 2329 0 0 MCCORMICK & CO INC COMMON 579780206 1443183 18789 SH SOLE 18789 0 0 MCCORMICK & CO INC CO COMMON 579780107 309680 4000 SH SOLE 4000 0 0 MCDONALD'S CORP COMMON 580135101 20033589 71054 SH SOLE 71054 0 0 MEDTRONIC PLC COMMON G5960L103 4488486 51503 SH SOLE 51503 0 0 MERCK & COMPANY COMMON 58933Y105 6354316 48157 SH SOLE 48157 0 0 META PLATFORMS INC COMMON 30303M102 9336737 19228 SH SOLE 19228 0 0 METLIFE INC 4.0 percent PFD PREFERR 59156R504 2866692 120096 SH SOLE 120096 0 0 MICROSOFT CORP COMMON 594918104 73440822 174560 SH SOLE 174560 0 0 MONDELEZ INTL INC COMMON 609207105 5683300 81190 SH SOLE 81190 0 0 MOODYS CORP COMMON 615369105 8491062 21604 SH SOLE 21604 0 0 MORGAN STANLEY PFD A PREFERR 61747S504 926047 40795 SH SOLE 40795 0 0 NETFLIX COM INC COMMON 64110L106 1197655 1972 SH SOLE 1972 0 0 NEXTERA ENERGY INC COMMON 65339F101 3747618 58639 SH SOLE 58639 0 0 NIKE INC CL B COMMON 654106103 1231796 13107 SH SOLE 13107 0 0 NORFOLK SOUTHERN CORP COMMON 655844108 1874824 7356 SH SOLE 7356 0 0 NOVARTIS ADR COMMON 66987V109 8218955 84968 SH SOLE 84968 0 0 NVIDIA CORP COMMON 67066G104 16842375 18640 SH SOLE 18640 0 0 NXP SEMICONDUCTORS N COMMON N6596X109 1122398 4530 SH SOLE 4530 0 0 ONEOK INC NEW COMMON 682680103 6361329 79348 SH SOLE 79348 0 0 ORACLE SYS CORP COMMON 68389X105 25652933 204227 SH SOLE 204227 0 0 OTIS WORLDWIDE CORP C COMMON 68902V107 343276 3458 SH SOLE 3458 0 0 PARKER HANNIFIN CORP COMMON 701094104 2560525 4607 SH SOLE 4607 0 0 PAYPAL HLDGS INC COMMON 70450Y103 201640 3010 SH SOLE 3010 0 0 PEPSICO INC COMMON 713448108 17210208 98338 SH SOLE 98338 0 0 PFIZER INC COMMON 717081103 1776749 64027 SH SOLE 64027 0 0 PHILLIPS 66 COMMON 718546104 1733364 10612 SH SOLE 10612 0 0 PIONEER NATURAL RES C COMMON 723787107 7716713 29397 SH SOLE 29397 0 0 PNC FINANCIAL CORP COMMON 693475105 1607915 9950 SH SOLE 9950 0 0 PPG INDUSTRIES INC COMMON 693506107 391230 2700 SH SOLE 2700 0 0 PPL CORP COMMON 69351T106 363396 13200 SH SOLE 13200 0 0 PROCTER & GAMBLE CO COMMON 742718109 13551746 83524 SH SOLE 83524 0 0 PROLOGIS INC COM COMMON 74340W103 705272 5416 SH SOLE 5416 0 0 PRUDENTIAL FINL INC COMMON 744320102 887561 7560 SH SOLE 7560 0 0 QUALCOMM INC COMMON 747525103 3213483 18981 SH SOLE 18981 0 0 RAYMOND JAMES FINANCI COMMON 754730109 2851438 22204 SH SOLE 22204 0 0 REGENERON PHARMACEUTI COMMON 75886F107 593856 617 SH SOLE 617 0 0 RESTAURANT BRANDS INT COMMON 76131D103 433003 5450 SH SOLE 5450 0 0 ROCHE HLDG LTD ADR COMMON 771195104 2432164 76296 SH SOLE 76296 0 0 ROPER INDS INC NEW CO COMMON 776696106 1289932 2300 SH SOLE 2300 0 0 RPM INC OHIO COMMON 749685103 356850 3000 SH SOLE 3000 0 0 RTX CORPORATION COMMON 75513E101 9991401 102444 SH SOLE 102444 0 0 S&P GLOBAL INC COM COMMON 78409V104 4078534 9586 SH SOLE 9586 0 0 SCHWAB CHARLES CORP COMMON 808513105 10985480 151859 SH SOLE 151859 0 0 SCHWAB S&P 500 INDEX MUTUAL 808509855 292684 3622 SH SOLE 3622 0 0 SENECA FOODS CORP NEW COMMON 817070501 1489756 26182 SH SOLE 26182 0 0 SIMON PPTY GROUP INC COMMON 828806109 2003072 12800 SH SOLE 12800 0 0 SKYWORKS SOLUTIONS IN COMMON 83088M102 281632 2600 SH SOLE 2600 0 0 SPROTT FDS TR GOLD EQ MUTUAL 85208P105 218668 4773 SH SOLE 4773 0 0 SPROTT PHYSICAL GOLD COMMON 85208R101 272637 13404 SH SOLE 13404 0 0 STARBUCKS CORP COMMON 855244109 1799104 19686 SH SOLE 19686 0 0 SUBSEA 7 S A SPONSORE COMMON 864323100 360223 22648 SH SOLE 22648 0 0 T MOBILE US INC COMMON 872590104 7590873 46507 SH SOLE 46507 0 0 TARGET CORP COMMON 87612E106 1090550 6154 SH SOLE 6154 0 0 TEXAS INSTRUMENTS INC COMMON 882508104 558169 3204 SH SOLE 3204 0 0 TEXAS PACIFIC LAND CO COMMON 88262P102 3167342 5475 SH SOLE 5475 0 0 THERMO FISHER SCIENTI COMMON 883556102 16343740 28120 SH SOLE 28120 0 0 TOLL BROTHERS INC COMMON 889478103 11769694 90977 SH SOLE 90977 0 0 TORONTO DOMINION BK O COMMON 891160509 505441 8371 SH SOLE 8371 0 0 TRACTOR SUPPLY CO COMMON 892356106 671312 2565 SH SOLE 2565 0 0 TRANE TECHNOLOGIES PL COMMON G8994E103 1304669 4346 SH SOLE 4346 0 0 TRAVELERS COMPANIES I COMMON 89417E109 2630040 11428 SH SOLE 11428 0 0 TRUIST FINANCIAL CORP COMMON 89832Q109 3640498 93394 SH SOLE 93394 0 0 UNILEVER PLC ADR COMMON 904767704 995017 19825 SH SOLE 19825 0 0 UNION PACIFIC CORP COMMON 907818108 5656144 22999 SH SOLE 22999 0 0 UNITED PARCEL SVC INC COMMON 911312106 6052362 40721 SH SOLE 40721 0 0 UNITEDHEALTH GROUP IN COMMON 91324P102 12898313 26073 SH SOLE 26073 0 0 US BANCORP DEL 5.56 percent PREFERR 902973155 3882832 184633 SH SOLE 184633 0 0 VANGUARD BD INDEX FDS MUTUAL 921937686 227291 2757 SH SOLE 2757 0 0 VANGUARD INDEX FDS MD MUTUAL 922908645 951407 3074 SH SOLE 3074 0 0 VANGUARD MUN BD FD IN MUTUAL 922907860 217887 19990 SH SOLE 19990 0 0 VANGUARD PA TAX FREE MUTUAL 92204L302 237343 21936 SH SOLE 21936 0 0 VANGUARD STAR FD TL I MUTUAL 921909818 2994408 92534 SH SOLE 92534 0 0 VANGUARD WINDSOR II A MUTUAL 922018304 484478 5850 SH SOLE 5850 0 0 VANGUARD/PRIMECAP FD MUTUAL 921936209 290639 1703 SH SOLE 1703 0 0 VANGUARD/WELLINGTON F MUTUAL 921935201 406626 5425 SH SOLE 5425 0 0 VERALTO CORP COMMON 92338C103 868931 9801 SH SOLE 9801 0 0 VERIZON COMMUNICATION COMMON 92343V104 1372205 32703 SH SOLE 32703 0 0 VICTORY PORTFOLIOS II MUTUAL 903287407 518051 19735 SH SOLE 19735 0 0 VISA INC COMMON 92826C839 21523487 77123 SH SOLE 77123 0 0 VULCAN MATLS CO COM COMMON 929160109 818760 3000 SH SOLE 3000 0 0 WAL MART STORES INC COMMON 931142103 6420741 106710 SH SOLE 106710 0 0 WALT DISNEY COMPANY COMMON 254687106 2999166 24511 SH SOLE 24511 0 0 WASTE MGMT INC DEL COMMON 94106L109 3983336 18688 SH SOLE 18688 0 0 WATSCO INC COMMON 942622200 7662164 17738 SH SOLE 17738 0 0 WELLS FARGO & CO COMMON 949746101 2345684 40471 SH SOLE 40471 0 0 WELLTOWER INC COMMON 95040Q104 453184 4850 SH SOLE 4850 0 0 WINDROCK LD CO COM ST COMMON 97349V107 899300 1564 SH SOLE 1564 0 0 ZETA GLOBAL HOLDINGS COMMON 98956A105 196740 18000 SH SOLE 18000 0 0