Tower View Investment Management & Research
Latest statistics and disclosures from Tower View Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, NVDA, MSFT, SPLG, LLY, and represent 24.70% of Tower View Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: APH, HDB, NFLX, SPLG, VOT, BMI, VUG, CARR, PM, ISRG.
- Started 7 new stock positions in RGTI, IONQ, LCID, ACHR, ON, JOBY, QBTS.
- Reduced shares in these 10 stocks: , , CLBT, DECK, VBK, HON, RLI, , DHR, PEP.
- Sold out of its positions in AMT, ANSS, CWT, CHD, DECK, FAST, FCX, GIS, HON, HUBS.
- Tower View Wealth Management was a net seller of stock by $-6.8M.
- Tower View Wealth Management has $193M in assets under management (AUM), dropping by 0.19%.
- Central Index Key (CIK): 0001729045
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Portfolio Holdings for Tower View Wealth Management
Tower View Wealth Management holds 174 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 6.2 | $12M | 43k | 279.29 |
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| NVIDIA Corporation (NVDA) | 5.1 | $9.8M | 52k | 186.58 |
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| Microsoft Corporation (MSFT) | 4.9 | $9.5M | 18k | 517.95 |
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| SPDR DJ Wilshire Large Cap (SPLG) | 4.5 | $8.7M | +4% | 112k | 78.34 |
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| Eli Lilly & Co. (LLY) | 4.0 | $7.8M | 10k | 762.98 |
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| Vanguard Growth ETF (VUG) | 4.0 | $7.7M | 16k | 479.62 |
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| Alphabet Inc Class C cs (GOOG) | 3.5 | $6.7M | 28k | 243.55 |
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| Home Depot (HD) | 3.4 | $6.6M | 16k | 405.20 |
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| Quanta Services (PWR) | 3.4 | $6.6M | 16k | 414.43 |
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| Amazon (AMZN) | 3.4 | $6.6M | 30k | 219.57 |
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| Visa (V) | 3.4 | $6.5M | 19k | 341.39 |
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| Costco Wholesale Corporation (COST) | 3.3 | $6.3M | 6.8k | 925.59 |
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| Marsh & McLennan Companies (MMC) | 3.2 | $6.3M | 31k | 201.53 |
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| NOVA MEASURING Instruments L (NVMI) | 3.2 | $6.3M | 20k | 319.66 |
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| Philip Morris International (PM) | 3.0 | $5.8M | 36k | 162.20 |
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| Garmin (GRMN) | 2.8 | $5.4M | 22k | 246.22 |
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| Spdr S&p 500 Etf (SPY) | 2.8 | $5.3M | 8.0k | 666.19 |
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| Alphabet Inc Class A cs (GOOGL) | 2.5 | $4.8M | 20k | 243.10 |
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| Parker-Hannifin Corporation (PH) | 2.2 | $4.3M | 5.7k | 758.21 |
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| D R S Technologies (DRS) | 2.2 | $4.3M | 94k | 45.40 |
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| Vanguard Dividend Appreciation ETF (VIG) | 2.2 | $4.3M | 20k | 215.80 |
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| Carrier Global Corporation (CARR) | 1.9 | $3.7M | +3% | 62k | 59.70 |
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| McDonald's Corporation (MCD) | 1.9 | $3.6M | 12k | 303.89 |
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| Spotify Technology Sa (SPOT) | 1.8 | $3.5M | 5.0k | 698.00 |
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| Vanguard Small-Cap Growth ETF (VBK) | 1.7 | $3.3M | -14% | 11k | 297.61 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 1.6 | $3.1M | +12% | 11k | 293.79 |
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| HDFC Bank (HDB) | 1.6 | $3.0M | +170% | 89k | 34.16 |
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| Arm Holdings (ARM) | 1.6 | $3.0M | +2% | 21k | 141.49 |
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| Badger Meter (BMI) | 1.4 | $2.8M | +5% | 16k | 178.58 |
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| Intuitive Surgical (ISRG) | 1.3 | $2.6M | +3% | 5.8k | 447.23 |
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| Vanguard Information Technology ETF (VGT) | 1.3 | $2.6M | 3.5k | 746.60 |
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| Analog Devices (ADI) | 1.2 | $2.2M | 9.1k | 245.71 |
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| Amphenol Corporation (APH) | 1.1 | $2.1M | +18223% | 17k | 123.75 |
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| Union Pacific Corporation (UNP) | 0.9 | $1.8M | -2% | 7.5k | 236.39 |
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| Netflix (NFLX) | 0.9 | $1.7M | +6181% | 1.4k | 1198.92 |
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| Pepsi (PEP) | 0.6 | $1.1M | -13% | 8.0k | 140.44 |
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| Procter & Gamble Company (PG) | 0.5 | $935k | -3% | 6.1k | 153.64 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $687k | 1.1k | 612.38 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $594k | -21% | 997.00 | 595.76 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $542k | -4% | 3.8k | 140.93 |
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| Brixmor Prty (BRX) | 0.2 | $439k | -11% | 16k | 27.68 |
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| MGE Energy (MGEE) | 0.2 | $439k | 5.2k | 84.19 |
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| Vanguard Mid-Cap ETF (VO) | 0.2 | $415k | 1.4k | 293.78 |
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| MasterCard Incorporated (MA) | 0.2 | $400k | 704.00 | 568.60 |
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| McCormick & Company, Incorporated (MKC) | 0.2 | $399k | -21% | 6.0k | 66.91 |
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| Vanguard Consumer Staples ETF (VDC) | 0.2 | $380k | -3% | 1.8k | 213.67 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $277k | -7% | 2.5k | 112.77 |
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| Oracle Corporation (ORCL) | 0.1 | $252k | 896.00 | 281.24 |
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| Automatic Data Processing (ADP) | 0.1 | $249k | 848.00 | 293.50 |
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| Johnson & Johnson (JNJ) | 0.1 | $236k | -23% | 1.3k | 185.45 |
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| Blackrock (BLK) | 0.1 | $233k | 200.00 | 1165.87 |
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| Kkr & Co (KKR) | 0.1 | $214k | 1.6k | 129.93 |
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| Abbvie (ABBV) | 0.1 | $209k | -11% | 903.00 | 231.52 |
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| Stryker Corporation (SYK) | 0.1 | $198k | 535.00 | 369.60 |
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| Nextera Energy (NEE) | 0.1 | $196k | -39% | 2.6k | 75.49 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $191k | -13% | 2.0k | 95.47 |
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| Walt Disney Company (DIS) | 0.1 | $185k | +12% | 1.6k | 114.48 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $184k | -24% | 1.0k | 183.73 |
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| Vanguard Total Stock Market ETF (VTI) | 0.1 | $174k | 530.00 | 328.03 |
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| Iron Mountain (IRM) | 0.1 | $172k | 1.7k | 101.93 |
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| Carlyle Group (CG) | 0.1 | $141k | 2.2k | 62.70 |
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| Cme (CME) | 0.1 | $134k | 494.00 | 270.19 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $130k | -29% | 1.6k | 82.98 |
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| Wal-Mart Stores (WMT) | 0.1 | $128k | -10% | 1.2k | 103.08 |
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| Caterpillar (CAT) | 0.1 | $126k | 265.00 | 477.15 |
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| Bristol Myers Squibb (BMY) | 0.1 | $124k | 2.8k | 45.10 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $117k | 1.5k | 78.90 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $117k | 1.5k | 79.91 |
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| Merck & Co (MRK) | 0.1 | $114k | 1.4k | 83.95 |
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| W.W. Grainger (GWW) | 0.1 | $101k | 106.00 | 952.96 |
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| Tesla Motors (TSLA) | 0.1 | $98k | 220.00 | 444.72 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $96k | 560.00 | 170.79 |
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| iShares Russell 3000 Index (IWV) | 0.0 | $91k | 239.00 | 379.37 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $88k | 280.00 | 315.71 |
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| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $82k | 979.00 | 83.44 |
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| Phillips 66 (PSX) | 0.0 | $76k | 560.00 | 136.01 |
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| Goldman Sachs (GS) | 0.0 | $71k | 89.00 | 799.15 |
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| Altria (MO) | 0.0 | $68k | 1.0k | 66.09 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $60k | -29% | 123.00 | 486.37 |
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| Illinois Tool Works (ITW) | 0.0 | $58k | -70% | 223.00 | 260.53 |
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| Essential Utils (WTRG) | 0.0 | $54k | -33% | 1.4k | 39.90 |
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| ON Semiconductor (ON) | 0.0 | $49k | NEW | 1.0k | 49.31 |
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| Mondelez Int (MDLZ) | 0.0 | $47k | 744.00 | 62.48 |
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| Public Service Enterprise (PEG) | 0.0 | $47k | -17% | 557.00 | 83.40 |
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| ConocoPhillips (COP) | 0.0 | $46k | -74% | 484.00 | 94.61 |
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| Danaher Corporation (DHR) | 0.0 | $45k | -81% | 227.00 | 198.49 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $44k | 559.00 | 78.38 |
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| Xcel Energy (XEL) | 0.0 | $43k | 527.00 | 80.68 |
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| iShares S&P 500 Index (IVV) | 0.0 | $41k | -10% | 62.00 | 668.44 |
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| Vanguard Small-Cap ETF (VB) | 0.0 | $40k | 155.00 | 254.67 |
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| Entergy Corporation (ETR) | 0.0 | $39k | 413.00 | 93.21 |
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| Cisco Systems (CSCO) | 0.0 | $38k | 551.00 | 68.47 |
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| Technology SPDR (XLK) | 0.0 | $34k | -14% | 121.00 | 281.53 |
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| United Therapeutics Corporation (UTHR) | 0.0 | $31k | 75.00 | 419.21 |
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| At&t (T) | 0.0 | $31k | 1.1k | 28.24 |
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| Pfizer (PFE) | 0.0 | $31k | 1.2k | 25.47 |
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| SPDR S&P Dividend (SDY) | 0.0 | $30k | 214.00 | 139.80 |
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| iShares Russell 1000 Growth Index (IWF) | 0.0 | $28k | 59.00 | 470.76 |
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| Vanguard Total Bond Market ETF (BND) | 0.0 | $27k | 361.00 | 74.45 |
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| Broadcom (AVGO) | 0.0 | $27k | 81.00 | 329.15 |
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| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $26k | -58% | 1.0k | 25.75 |
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| Waste Management (WM) | 0.0 | $26k | -63% | 116.00 | 221.22 |
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| Alpha Tau Medical (DRTS) | 0.0 | $25k | 5.6k | 4.51 |
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| Calix (CALX) | 0.0 | $25k | 400.00 | 61.37 |
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| Consumer Discretionary SPDR (XLY) | 0.0 | $24k | 98.00 | 239.53 |
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| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $22k | 881.00 | 24.39 |
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| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $21k | 383.00 | 55.28 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $20k | 500.00 | 39.19 |
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| Vanguard Health Care ETF (VHT) | 0.0 | $20k | 75.00 | 260.59 |
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| Southern Company (SO) | 0.0 | $18k | 192.00 | 94.99 |
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| Ford Motor Company (F) | 0.0 | $18k | 1.5k | 11.96 |
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| Simpson Manufacturing (SSD) | 0.0 | $17k | 103.00 | 167.06 |
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| SPDR S&P World ex-US (SPDW) | 0.0 | $17k | 389.00 | 42.75 |
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| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $16k | 384.00 | 41.95 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $16k | 180.00 | 87.33 |
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| Vanguard Utilities ETF (VPU) | 0.0 | $15k | 81.00 | 188.37 |
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| Vanguard Value ETF (VTV) | 0.0 | $15k | 81.00 | 187.57 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $15k | 553.00 | 27.30 |
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| salesforce (CRM) | 0.0 | $14k | 61.00 | 235.16 |
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| Ishr Msci Singapore (EWS) | 0.0 | $13k | 458.00 | 28.35 |
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| Zimmer Holdings (ZBH) | 0.0 | $13k | 130.00 | 98.59 |
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| MercadoLibre (MELI) | 0.0 | $12k | 5.00 | 2337.00 |
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| Comcast Corporation (CMCSA) | 0.0 | $12k | 371.00 | 31.40 |
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| Constellation Energy (CEG) | 0.0 | $12k | 35.00 | 331.17 |
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| Chevron Corporation (CVX) | 0.0 | $11k | -93% | 73.00 | 156.14 |
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| Verisk Analytics (VRSK) | 0.0 | $11k | 44.00 | 252.07 |
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| Booking Holdings (BKNG) | 0.0 | $11k | 2.00 | 5475.50 |
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| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $10k | 60.00 | 172.27 |
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| Franklin Templeton Etf Tr ftse australia (FLAU) | 0.0 | $9.8k | 305.00 | 32.19 |
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| iShares Russell Midcap Value Index (IWS) | 0.0 | $8.5k | 61.00 | 138.75 |
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| Financial Select Sector SPDR (XLF) | 0.0 | $8.3k | 153.00 | 53.94 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $8.2k | 101.00 | 80.87 |
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| O'reilly Automotive (ORLY) | 0.0 | $8.1k | 75.00 | 107.81 |
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| Keurig Dr Pepper (KDP) | 0.0 | $8.1k | 317.00 | 25.51 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $8.0k | 68.00 | 117.97 |
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| Schwab U S Broad Market ETF (SCHB) | 0.0 | $8.0k | 311.00 | 25.75 |
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| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $7.8k | 232.00 | 33.41 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $7.7k | 84.00 | 91.90 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $7.6k | 7.00 | 1089.29 |
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| Pure Storage Inc - Class A (PSTG) | 0.0 | $7.5k | -10% | 90.00 | 83.81 |
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| Shopify Inc cl a (SHOP) | 0.0 | $7.4k | 50.00 | 148.62 |
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| Servicenow (NOW) | 0.0 | $7.4k | 8.00 | 920.38 |
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| Affirm Hldgs (AFRM) | 0.0 | $7.3k | 100.00 | 73.08 |
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| Cigna Corp (CI) | 0.0 | $6.8k | 23.00 | 294.00 |
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| Fidelity msci info tech i (FTEC) | 0.0 | $6.7k | 30.00 | 223.23 |
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| Exelon Corporation (EXC) | 0.0 | $6.3k | 139.00 | 45.06 |
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| Ionq Inc Pipe (IONQ) | 0.0 | $6.2k | NEW | 100.00 | 61.50 |
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| Williams Companies (WMB) | 0.0 | $6.0k | 95.00 | 63.40 |
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| Amgen (AMGN) | 0.0 | $5.2k | +5% | 19.00 | 276.05 |
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| Vanguard Europe Pacific ETF (VEA) | 0.0 | $5.2k | 87.00 | 59.74 |
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| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $4.9k | 42.00 | 117.50 |
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| Joby Aviation (JOBY) | 0.0 | $4.8k | NEW | 300.00 | 16.14 |
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| Mongodb Inc. Class A (MDB) | 0.0 | $4.7k | 15.00 | 310.40 |
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| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $4.4k | 49.00 | 88.86 |
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| Etsy (ETSY) | 0.0 | $4.3k | 65.00 | 66.40 |
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| Paychex (PAYX) | 0.0 | $4.2k | 33.00 | 126.39 |
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| Biogen Idec (BIIB) | 0.0 | $4.1k | 29.00 | 140.10 |
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| Cardinal Health (CAH) | 0.0 | $4.0k | 25.00 | 158.72 |
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| Copart (CPRT) | 0.0 | $4.0k | 88.00 | 44.98 |
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| Archer Aviation Inc-a (ACHR) | 0.0 | $3.8k | NEW | 400.00 | 9.58 |
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| Tyler Technologies (TYL) | 0.0 | $3.7k | 7.00 | 523.29 |
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| Lowe's Companies (LOW) | 0.0 | $3.0k | -50% | 12.00 | 253.00 |
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| Rigetti Computing (RGTI) | 0.0 | $3.0k | NEW | 100.00 | 29.79 |
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| Nike (NKE) | 0.0 | $2.8k | -96% | 41.00 | 69.22 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $2.6k | 18.00 | 142.94 |
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| D-wave Quantum (QBTS) | 0.0 | $2.5k | NEW | 100.00 | 24.71 |
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| Vanguard Industrials ETF (VIS) | 0.0 | $2.4k | 8.00 | 299.88 |
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| Ge Vernova (GEV) | 0.0 | $1.8k | 3.00 | 615.67 |
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| Square Inc cl a (XYZ) | 0.0 | $362.000000 | 5.00 | 72.40 |
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| Cronos Group (CRON) | 0.0 | $278.000000 | 100.00 | 2.78 |
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| Lucid Group (LCID) | 0.0 | $238.000000 | NEW | 10.00 | 23.80 |
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| Warner Bros. Discovery (WBD) | 0.0 | $59.000100 | 3.00 | 19.67 |
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| Canopy Growth CORP (CGC) | 0.0 | $3.000000 | 2.00 | 1.50 |
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| iShares S&P MidCap 400 Index (IJH) | 0.0 | $0 | 0 | 0.00 |
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Past Filings by Tower View Wealth Management
SEC 13F filings are viewable for Tower View Wealth Management going back to 2017
- Tower View Wealth Management 2025 Q3 filed Oct. 16, 2025
- Tower View Wealth Management 2025 Q2 filed July 21, 2025
- Tower View Wealth Management 2025 Q1 filed April 22, 2025
- Tower View Wealth Management 2024 Q4 filed Feb. 5, 2025
- Tower View Wealth Management 2024 Q3 filed Oct. 24, 2024
- Tower View Wealth Management 2024 Q2 filed July 26, 2024
- Tower View Wealth Management 2024 Q1 filed April 29, 2024
- Tower View Wealth Management 2023 Q4 filed Feb. 6, 2024
- Tower View Wealth Management 2023 Q3 filed Oct. 31, 2023
- Tower View Wealth Management 2023 Q2 filed July 31, 2023
- Tower View Investment Management & Research 2023 Q1 filed May 16, 2023
- Tower View Investment Management & Research 2022 Q4 filed Feb. 13, 2023
- Tower View Investment Management & Research 2022 Q3 filed Nov. 15, 2022
- Tower View Investment Management & Research 2022 Q2 filed Aug. 8, 2022
- Tower View Investment Management & Research 2022 Q1 filed May 13, 2022
- Tower View Investment Management & Research 2021 Q4 filed Feb. 3, 2022