Tower Bridge Advisors' Q3 vs. Q4 2022 13F Holdings Comparison: Changes in Tech and Healthcare Investment Holdings

Tower Bridge Advisors, a reputable investment firm, recently released its Q3 2022 vs. Q4 2022 13F Holdings Comparison. This report shows the changes in the firm's holdings for various stocks, including Microsoft, Apple, Johnson & Johnson, and other notable names.

The report shows that Tower Bridge Advisors reduced its holdings in several technology companies, including Apple, Alphabet Class C, and Amazon. However, the firm increased its position in Visa, Thermo Fisher Scientific, and Becton Dickinson & Co.

Tower Bridge Advisors' biggest holding is Microsoft, with a total share of 259,885 in Q4 2022, a slight decrease of 1.7% from Q3 2022. The value of its holdings increased from $61,292 to $62,325 over the same period.

In comparison, the firm's holdings in Apple decreased by 8.6% from Q3 to Q4 2022, with a total share of 421,497. The value of its holdings also decreased from $59,931 to $54,765. This decrease may be a reflection of Apple's recent struggles with supply chain issues and concerns over their ability to meet demand for their products.

Johnson & Johnson is another notable holding for Tower Bridge Advisors, with a total share of 194,303 in Q4 2022. The value of the firm's holdings increased by 7.6% from $31,903 to $34,323. This increase may be due to the company's announcement of a new vaccine for COVID-19, which has potential to generate significant revenue.

Tower Bridge Advisors also added to its holdings in Visa, which increased by 15.5% from Q3 to Q4 2022. The firm's total holdings in Visa were 133,163, with a value of $27,665. This increase could be attributed to the company's reliable revenue streams, as well as its strong position in the digital payments industry.

Additionally, Tower Bridge Advisors increased its stake in Thermo Fisher Scientific, a company that provides scientific research equipment and services. The firm's total holdings increased from 46,762 in Q3 to 47,110 in Q4 2022. The value of its holdings also increased by 9.4%, from $23,717 to $25,943.

While Tower Bridge Advisors reduced its position in Amazon by a significant amount, the e-commerce giant is still one of the firm's largest holdings with 59,570 shares in Q4 2022. Despite this large holding, the firm's value decreased from $8,188 to $5,003, a drop of 38.9%. This decrease could be attributed to the ongoing concerns about competition and regulatory scrutiny for Amazon.

Overall, the Q3 2022 vs. Q4 2022 13F Holdings Comparison from Tower Bridge Advisors demonstrates the firm's willingness to make changes to its holdings based on market conditions and business performance. While the firm reduced its position in several technology companies, it added to its holdings in healthcare and finance sectors, suggesting greater interest in these areas. However, it is important to keep in mind that past performance is not always indicative of future results, and investment decisions should be made based on thorough research and analysis.