The Analysis of Tower View Wealth Management LLC's Holdings
Currently, Tower View Wealth Management LLC holds 176 types of securities in its portfolio with a total value $202.2M. In the most recent quarter, they have increased their positions in JPM (+9.4K shares, valued at $3.0M), N/A (+8.2K shares, valued at $2.8M), N/A (+8.5K shares, valued at $2.7M); decreased their positions in HD (-7.3K shares, valued at $2.5M), TSM (-4.7K shares, valued at $1.4M), PM (-5.7K shares, valued at $916.2K); initiated new positions in N/A (+8.5K shares, valued at $2.7M), TATT (+35.1K shares, valued at $1.6M), EWY (+15.1K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS38.1K shares-10.96%2025-12-312026-01-23
LLY ELI LILLY & CO10.2K shares0.02%2025-12-312026-01-23 NVDA NVIDIA CORPORATION51.8K shares-1.17%2025-12-312026-01-23 SPYM SPDR SERIES TRUST STATE STREET SPD118.8K shares6.52%2025-12-312026-01-23 MSFT MICROSOFT CORP18.4K shares0.28%2025-12-312026-01-23 VUG VANGUARD INDEX FDS GROWTH ETF17.7K shares10.52%2025-12-312026-01-23 AMZN AMAZON COM INC30.4K shares1.22%2025-12-312026-01-23 V VISA INC COM CL A19.1K shares0.01%2025-12-312026-01-23 COST COSTCO WHSL CORP NEW6.9K shares0.63%2025-12-312026-01-23 PWR QUANTA SVCS INC13.9K shares-12.96%2025-12-312026-01-23 NVMI NOVA LTD17.4K shares-11.03%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR TR UNIT7.9K shares-1.38%2025-12-312026-01-23 PH PARKER-HANNIFIN CORP5.7K shares1.11%2025-12-312026-01-23 MMC MARSH & MCLENNAN COS INC27.0K shares-13.09%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC30.1K shares-15.96%2025-12-312026-01-23 GRMN GARMIN LTD SHS22.4K shares1.48%2025-12-312026-01-23 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF19.5K shares-1.50%2025-12-312026-01-23 MCD MCDONALDS CORP12.2K shares2.03%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC5.9K shares0.98%2025-12-312026-01-23 DRS LEONARDO DRS INC95.5K shares1.23%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.9.7K shares3349.64%2025-12-312026-01-23 HD HOME DEPOT INC9.0K shares-44.68%2025-12-312026-01-23 VBK VANGUARD INDEX FDS SML CP GRW ETF9.8K shares-10.48%2025-12-312026-01-23 SPOT SPOTIFY TECHNOLOGY S A5.1K shares1.01%2025-12-312026-01-23 VOT VANGUARD INDEX FDS MCAP GR IDXVIP10.4K shares-2.01%2025-12-312026-01-23 BROADCOM INC BROADCOM INC8.3K shares10164.20%2025-12-312026-01-23 BMI BADGER METER INC15.9K shares2.40%2025-12-312026-01-23 VGT VANGUARD WORLD FD INF TECH ETF3.5K shares-0.17%2025-12-312026-01-23 ADI ANALOG DEVICES INC9.0K shares-1.58%2025-12-312026-01-23 CARR CARRIER GLOBAL CORPORATION44.7K shares-27.60%2025-12-312026-01-23 APH AMPHENOL CORP NEW CL A17.3K shares2.54%2025-12-312026-01-23 ARM ARM HOLDINGS PLC SPONSORED ADS20.2K shares-5.18%2025-12-312026-01-23 ORCL ORACLE CORP8.1K shares807.14%2025-12-312026-01-23 TATT TAT TECHNOLOGIES LTD ORD NEW35.1K sharesnew addition2025-12-312026-01-23 NFLX NETFLIX INC16.2K shares1070.41%2025-12-312026-01-23 EWY ISHARES INC MSCI STH KOR ETF15.1K sharesnew addition2025-12-312026-01-23 BIDU BAIDU INC SPON ADR REP A10.5K sharesnew addition2025-12-312026-01-23 UNP UNION PAC CORP5.6K shares-25.67%2025-12-312026-01-23 CSCO CISCO SYS INC16.3K shares2865.88%2025-12-312026-01-23 ABBV ABBVIE INC4.9K shares445.63%2025-12-312026-01-23 WMT WALMART INC9.1K shares635.99%2025-12-312026-01-23 PEP PEPSICO INC6.9K shares-14.24%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO4.1K shares-32.77%2025-12-312026-01-23 MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP953 shares-4.41%2025-12-312026-01-23 BRX BRIXMOR PPTY GROUP INC21.4K shares35.07%2025-12-312026-01-23 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD3.7K shares-4.97%2025-12-312026-01-23 MA MASTERCARD INCORPORATED CL A724 shares2.84%2025-12-312026-01-23 VO VANGUARD INDEX FDS MID CAP ETF1.4K shares0.78%2025-12-312026-01-23 MGEE MGE ENERGY INC5.0K shares-3.64%2025-12-312026-01-23 VDC VANGUARD WORLD FD CONSUM STP ETF1.6K shares-7.53%2025-12-312026-01-23 XOM EXXON MOBIL CORP2.0K shares-19.69%2025-12-312026-01-23 NEE NEXTERA ENERGY INC2.5K shares-3.58%2025-12-312026-01-23 SCHW SCHWAB CHARLES CORP2.0K shares0.00%2025-12-312026-01-23 SYK STRYKER CORPORATION536 shares0.19%2025-12-312026-01-23 DIS DISNEY WALT CO1.6K shares0.00%2025-12-312026-01-23 VTI VANGUARD INDEX FDS TOTAL STK MKT533 shares0.57%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON834 shares-34.33%2025-12-312026-01-23 KKR & CO INC KKR & CO INC1.3K shares-23.86%2025-12-312026-01-23 CAT CATERPILLAR INC265 shares0.00%2025-12-312026-01-23 BMY BRISTOL-MYERS SQUIBB CO2.8K shares1.09%2025-12-312026-01-23 CME CME GROUP INC494 shares0.00%2025-12-312026-01-23 CG CARLYLE GROUP INC2.3K shares0.67%2025-12-312026-01-23 BSV VANGUARD BD INDEX FDS SHORT TRM BOND1.5K shares1.28%2025-12-312026-01-23 VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD1.5K shares1.44%2025-12-312026-01-23 IRM IRON MTN INC DEL1.3K shares-22.76%2025-12-312026-01-23 GWW WW GRAINGER INC106 shares0.00%2025-12-312026-01-23 TSLA TESLA INC220 shares0.00%2025-12-312026-01-23 SHY ISHARES TR 1 3 YR TREAS BD1.2K shares-26.65%2025-12-312026-01-23 IWV ISHARES TR RUSSELL 3000 ETF240 shares0.42%2025-12-312026-01-23 MDYV SPDR SERIES TRUST STATE STREET SPD984 shares0.51%2025-12-312026-01-23 GS GOLDMAN SACHS GROUP INC90 shares1.12%2025-12-312026-01-23 WTRG ESSENTIAL UTILS INC2.1K shares51.88%2025-12-312026-01-23 PSX PHILLIPS 66565 shares0.89%2025-12-312026-01-23 TMO THERMO FISHER SCIENTIFIC INC123 shares0.00%2025-12-312026-01-23 WM WASTE MGMT INC DEL322 shares177.59%2025-12-312026-01-23 FAST FASTENAL CO1.6K sharesnew addition2025-12-312026-01-23 MO ALTRIA GROUP INC1.1K shares1.65%2025-12-312026-01-23 ITW ILLINOIS TOOL WKS INC224 shares0.45%2025-12-312026-01-23 PEG PUBLIC SVC ENTERPRISE GRP IN683 shares22.62%2025-12-312026-01-23 ON ON SEMICONDUCTOR CORP1.0K shares0.00%2025-12-312026-01-23 DHR DANAHER CORPORATION228 shares0.44%2025-12-312026-01-23 XEL XCEL ENERGY INC631 shares19.73%2025-12-312026-01-23 COP CONOCOPHILLIPS489 shares1.03%2025-12-312026-01-23 XLP SELECT SECTOR SPDR TR STATE STREET CON564 shares0.89%2025-12-312026-01-23 MDLZ MONDELEZ INTL INC CL A750 shares0.81%2025-12-312026-01-23 VB VANGUARD INDEX FDS SMALL CP ETF156 shares0.65%2025-12-312026-01-23 ETR ENTERGY CORP NEW413 shares0.00%2025-12-312026-01-23 UTHR UNITED THERAPEUTICS CORP DEL75 shares0.00%2025-12-312026-01-23 XLK SELECT SECTOR SPDR TR STATE STREET TEC211 shares74.38%2025-12-312026-01-23 PFE PFIZER INC1.2K shares1.67%2025-12-312026-01-23 IVV ISHARES TR CORE S&P500 ETF44 shares-29.03%2025-12-312026-01-23 SDY SPDR SERIES TRUST STATE STREET SPD215 shares0.47%2025-12-312026-01-23 IWF ISHARES TR RUS 1000 GRW ETF59 shares0.00%2025-12-312026-01-23 T AT&T INC1.1K shares1.18%2025-12-312026-01-23 DRTS ALPHA TAU MEDICAL LTD ORDINARY SHARES5.6K shares0.00%2025-12-312026-01-23 BND VANGUARD BD INDEX FDS TOTAL BND MRKT366 shares1.39%2025-12-312026-01-23 FNDB SCHWAB STRATEGIC TR FUNDAMENTAL US B1.0K shares0.50%2025-12-312026-01-23 XLY SELECT SECTOR SPDR TR STATE STREET CON195 shares98.98%2025-12-312026-01-23 CWT CALIFORNIA WTR SVC GROUP531 sharesnew addition2025-12-312026-01-23 EWL ISHARES INC MSCI SWITZERLAND383 shares0.00%2025-12-312026-01-23 SCHO SCHWAB STRATEGIC TR SHT TM US TRES892 shares1.25%2025-12-312026-01-23 CALX CALIX INC400 shares0.00%2025-12-312026-01-23 VHT VANGUARD WORLD FD HEALTH CAR ETF69 shares-8.00%2025-12-312026-01-23 F FORD MTR CO1.5K shares1.14%2025-12-312026-01-23 CMG CHIPOTLE MEXICAN GRILL INC500 shares0.00%2025-12-312026-01-23 SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD396 shares1.80%2025-12-312026-01-23 SO SOUTHERN CO194 shares1.04%2025-12-312026-01-23 SSD SIMPSON MFG INC103 shares0.00%2025-12-312026-01-23 IEFA ISHARES TR CORE MSCI EAFE183 shares1.67%2025-12-312026-01-23 CRM SALESFORCE INC61 shares0.00%2025-12-312026-01-23 VOE VANGUARD INDEX FDS MCAP VL IDXVIP87 sharesnew addition2025-12-312026-01-23 SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ559 shares1.08%2025-12-312026-01-23 DGRO ISHARES TR CORE DIV GRWTH220 sharesnew addition2025-12-312026-01-23 EWU ISHARES TR MSCI UK ETF NEW346 shares-9.90%2025-12-312026-01-23 VPU VANGUARD WORLD FD UTILITIES ETF81 shares0.00%2025-12-312026-01-23 CRWV COREWEAVE INC CL A200 sharesnew addition2025-12-312026-01-23 VTV VANGUARD INDEX FDS VALUE ETF66 shares-18.52%2025-12-312026-01-23 CEG CONSTELLATION ENERGY CORP35 shares0.00%2025-12-312026-01-23 ZBH ZIMMER BIOMET HOLDINGS INC130 shares0.00%2025-12-312026-01-23 CVX CHEVRON CORP NEW74 shares1.37%2025-12-312026-01-23 CMCSA COMCAST CORP NEW375 shares1.08%2025-12-312026-01-23 EWS ISHARES INC MSCI SINGPOR ETF401 shares-12.45%2025-12-312026-01-23 HUBS HUBSPOT INC27 sharesnew addition2025-12-312026-01-23 QUS SPDR SERIES TRUST STATE STREET SPD61 shares1.67%2025-12-312026-01-23 VRSK VERISK ANALYTICS INC44 shares0.00%2025-12-312026-01-23 NKE NIKE INC CL B150 shares265.85%2025-12-312026-01-23 KDP KEURIG DR PEPPER INC320 shares0.95%2025-12-312026-01-23 KLAC KLA CORP7 shares0.00%2025-12-312026-01-23 IWS ISHARES TR RUS MDCP VAL ETF61 shares0.00%2025-12-312026-01-23 XLF SELECT SECTOR SPDR TR STATE STREET FIN154 shares0.65%2025-12-312026-01-23 VNQ VANGUARD INDEX FDS REAL ESTATE ETF95 shares13.10%2025-12-312026-01-23 SPTM SPDR SERIES TRUST STATE STREET SPD102 shares0.99%2025-12-312026-01-23 SCHB SCHWAB STRATEGIC TR US BRD MKT ETF312 shares0.32%2025-12-312026-01-23 XLC SELECT SECTOR SPDR TR STATE STREET COM68 shares0.00%2025-12-312026-01-23 SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF239 shares3.02%2025-12-312026-01-23 AFRM AFFIRM HLDGS INC CL A100 shares0.00%2025-12-312026-01-23 ORLY OREILLY AUTOMOTIVE INC75 shares0.00%2025-12-312026-01-23 FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I30 shares0.00%2025-12-312026-01-23 AMGN AMGEN INC19 shares0.00%2025-12-312026-01-23 NOW SERVICENOW INC40 shares400.00%2025-12-312026-01-23 EXC EXELON CORP140 shares0.72%2025-12-312026-01-23 PSTG PURE STORAGE INC CL A90 shares0.00%2025-12-312026-01-23 WMB WILLIAMS COS INC96 shares1.05%2025-12-312026-01-23 VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT88 shares1.15%2025-12-312026-01-23 CAH CARDINAL HEALTH INC25 shares0.00%2025-12-312026-01-23 OTIS OTIS WORLDWIDE CORP59 sharesnew addition2025-12-312026-01-23 BIIB BIOGEN INC29 shares0.00%2025-12-312026-01-23 FLAU FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA161 shares-47.21%2025-12-312026-01-23 ESGV VANGUARD WORLD FD ESG US STK ETF42 shares0.00%2025-12-312026-01-23 SLYV SPDR SERIES TRUST STATE STREET SPD49 shares0.00%2025-12-312026-01-23 IONQ IONQ INC100 shares0.00%2025-12-312026-01-23 JOBY JOBY AVIATION INC300 shares0.00%2025-12-312026-01-23 ETSY ETSY INC65 shares0.00%2025-12-312026-01-23 TYL TYLER TECHNOLOGIES INC7 shares0.00%2025-12-312026-01-23 ACHR ARCHER AVIATION INC CL A400 shares0.00%2025-12-312026-01-23 LOW LOWES COS INC12 shares0.00%2025-12-312026-01-23 QBTS D-WAVE QUANTUM INC100 shares0.00%2025-12-312026-01-23 IWP ISHARES TR RUS MD CP GR ETF18 shares0.00%2025-12-312026-01-23 VIS VANGUARD WORLD FD INDUSTRIAL ETF8 shares0.00%2025-12-312026-01-23 RGTI RIGETTI COMPUTING INC100 shares0.00%2025-12-312026-01-23 GEV GE VERNOVA INC3 shares0.00%2025-12-312026-01-23 TIGO MILLICOM INTL CELLULAR S A23 sharesnew addition2025-12-312026-01-23 CRON CRONOS GROUP INC100 shares0.00%2025-12-312026-01-23 WBD WARNER BROS DISCOVERY INC COM SER A3 shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available