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, LLY, NVDA, SPLG, MSFT, and represent 25.04% of Tower View Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPM, AVGO, ETN, TATT, EWY, ORCL, NFLX, BIDU, CSCO, ABBV.
- Started 14 new stock positions in VOE, Unilever, TIGO, OTIS, FAST, DGRO, BIDU, ETN, Alliance Laundry Hldgs, CRWV. EWY, CWT, TATT, HUBS.
- Reduced shares in these 10 stocks: HDB, HD, TSM, PM, CARR, PWR, MMC, NVMI, GOOG, UNP.
- Sold out of its positions in ADP, BKNG, CPRT, HDB, IJH, MKC, MELI, MDB, PAYX, SHOP. XYZ, TXN.
- Tower View Wealth Management was a net buyer of stock by $6.3M.
- Tower View Wealth Management has $202M in assets under management (AUM), dropping by 4.62%.
- Central Index Key (CIK): 0001729045
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Portfolio Holdings for Tower View Wealth Management
Tower View Wealth Management holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg (TSM) | 5.7 | $12M | -10% | 38k | 303.89 |
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| Eli Lilly & Co. (LLY) | 5.4 | $11M | 10k | 1074.68 |
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| NVIDIA Corporation (NVDA) | 4.8 | $9.7M | 52k | 186.50 |
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| SPDR DJ Wilshire Large Cap (SPLG) | 4.7 | $9.5M | +6% | 119k | 80.22 |
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| Microsoft Corporation (MSFT) | 4.4 | $8.9M | 18k | 483.62 |
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| Vanguard Growth ETF (VUG) | 4.3 | $8.6M | +10% | 18k | 487.87 |
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| Alphabet Inc Class C cs (GOOG) | 4.0 | $8.1M | -6% | 26k | 313.80 |
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| Amazon (AMZN) | 3.5 | $7.0M | 30k | 230.82 |
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| Visa (V) | 3.3 | $6.7M | 19k | 350.70 |
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| Alphabet Inc Class A cs (GOOGL) | 3.0 | $6.0M | -3% | 19k | 313.00 |
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| Costco Wholesale Corporation (COST) | 2.9 | $5.9M | 6.9k | 862.37 |
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| Quanta Services (PWR) | 2.9 | $5.9M | -12% | 14k | 422.06 |
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| NOVA MEASURING Instruments L (NVMI) | 2.8 | $5.7M | -11% | 17k | 328.39 |
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| Spdr S&p 500 Etf (SPY) | 2.7 | $5.4M | 7.9k | 681.92 |
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| Parker-Hannifin Corporation (PH) | 2.5 | $5.0M | 5.7k | 878.97 |
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| Marsh & McLennan Companies (MMC) | 2.5 | $5.0M | -13% | 27k | 185.52 |
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| Philip Morris International (PM) | 2.4 | $4.8M | -15% | 30k | 160.40 |
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| Garmin (GRMN) | 2.2 | $4.5M | 22k | 202.85 |
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| Vanguard Dividend Appreciation ETF (VIG) | 2.1 | $4.3M | 20k | 219.79 |
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| McDonald's Corporation (MCD) | 1.8 | $3.7M | +2% | 12k | 305.64 |
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| Intuitive Surgical (ISRG) | 1.6 | $3.3M | 5.9k | 566.36 |
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| D R S Technologies (DRS) | 1.6 | $3.3M | 96k | 34.09 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $3.1M | +3349% | 9.7k | 322.21 |
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| Home Depot (HD) | 1.5 | $3.1M | -44% | 9.0k | 344.11 |
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| Vanguard Small-Cap Growth ETF (VBK) | 1.5 | $3.0M | -10% | 9.8k | 302.10 |
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| Spotify Technology Sa (SPOT) | 1.5 | $3.0M | 5.1k | 580.71 |
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| Vanguard Mid-Cap Growth ETF (VOT) | 1.4 | $2.9M | -2% | 10k | 279.15 |
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| Broadcom (AVGO) | 1.4 | $2.9M | +10164% | 8.3k | 346.11 |
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| Badger Meter (BMI) | 1.4 | $2.8M | +2% | 16k | 174.41 |
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| Eaton (ETN) | 1.3 | $2.7M | NEW | 8.5k | 318.51 |
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| Vanguard Information Technology ETF (VGT) | 1.3 | $2.6M | 3.5k | 753.67 |
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| Analog Devices (ADI) | 1.2 | $2.4M | 9.0k | 271.20 |
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| Carrier Global Corporation (CARR) | 1.2 | $2.4M | -27% | 45k | 52.84 |
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| Amphenol Corporation (APH) | 1.2 | $2.3M | +2% | 17k | 135.14 |
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| Arm Holdings (ARM) | 1.1 | $2.2M | -5% | 20k | 109.31 |
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| Oracle Corporation (ORCL) | 0.8 | $1.6M | +807% | 8.1k | 194.91 |
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| Tat Technologies Ltd ord (TATT) | 0.8 | $1.6M | NEW | 35k | 44.66 |
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| Netflix (NFLX) | 0.7 | $1.5M | +1070% | 16k | 93.76 |
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| iShares MSCI South Korea Index Fund (EWY) | 0.7 | $1.5M | NEW | 15k | 97.22 |
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| Baidu (BIDU) | 0.7 | $1.4M | NEW | 11k | 130.66 |
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| Union Pacific Corporation (UNP) | 0.6 | $1.3M | -25% | 5.6k | 231.32 |
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| Cisco Systems (CSCO) | 0.6 | $1.3M | +2865% | 16k | 77.03 |
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| Abbvie (ABBV) | 0.6 | $1.1M | +445% | 4.9k | 228.47 |
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| Wal-Mart Stores (WMT) | 0.5 | $1.0M | +635% | 9.1k | 111.41 |
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| Pepsi (PEP) | 0.5 | $988k | -14% | 6.9k | 143.51 |
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| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $752k | +6% | 1.2k | 627.05 |
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| Procter & Gamble Company (PG) | 0.3 | $586k | -32% | 4.1k | 143.30 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.3 | $575k | -4% | 953.00 | 602.98 |
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| Brixmor Prty (BRX) | 0.3 | $562k | +35% | 21k | 26.22 |
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| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $524k | -4% | 3.7k | 143.53 |
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| MasterCard Incorporated (MA) | 0.2 | $413k | +2% | 724.00 | 570.67 |
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| Vanguard Mid-Cap ETF (VO) | 0.2 | $413k | 1.4k | 290.12 |
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| MGE Energy (MGEE) | 0.2 | $394k | -3% | 5.0k | 78.41 |
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| Vanguard Consumer Staples ETF (VDC) | 0.2 | $347k | -7% | 1.6k | 211.20 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $237k | -19% | 2.0k | 120.34 |
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| Blackrock (BLK) | 0.1 | $214k | 200.00 | 1070.34 |
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| Nextera Energy (NEE) | 0.1 | $201k | -3% | 2.5k | 80.29 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $200k | 2.0k | 99.91 |
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| Stryker Corporation (SYK) | 0.1 | $188k | 536.00 | 351.56 |
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| Walt Disney Company (DIS) | 0.1 | $184k | 1.6k | 113.75 |
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| Vanguard Total Stock Market ETF (VTI) | 0.1 | $179k | 533.00 | 335.10 |
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| Johnson & Johnson (JNJ) | 0.1 | $173k | -34% | 834.00 | 206.88 |
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| Kkr & Co (KKR) | 0.1 | $160k | -23% | 1.3k | 127.50 |
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| Caterpillar (CAT) | 0.1 | $152k | 265.00 | 572.87 |
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| Bristol Myers Squibb (BMY) | 0.1 | $150k | 2.8k | 53.94 |
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| Merck & Co (MRK) | 0.1 | $144k | 1.4k | 105.25 |
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| Cme (CME) | 0.1 | $135k | 494.00 | 273.08 |
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| Carlyle Group (CG) | 0.1 | $134k | 2.3k | 59.11 |
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| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $118k | 1.5k | 78.83 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $118k | 1.5k | 79.74 |
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| Iron Mountain (IRM) | 0.1 | $108k | -22% | 1.3k | 82.97 |
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| W.W. Grainger (GWW) | 0.1 | $107k | 106.00 | 1009.06 |
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| Tesla Motors (TSLA) | 0.0 | $99k | 220.00 | 449.72 |
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| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $96k | -26% | 1.2k | 82.79 |
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| iShares Russell 3000 Index (IWV) | 0.0 | $93k | 240.00 | 386.75 |
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| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $83k | 984.00 | 84.63 |
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| Goldman Sachs (GS) | 0.0 | $79k | 90.00 | 876.22 |
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| Essential Utils (WTRG) | 0.0 | $79k | +51% | 2.1k | 38.36 |
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| Phillips 66 (PSX) | 0.0 | $73k | 565.00 | 128.98 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $72k | 123.00 | 581.53 |
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| Waste Management (WM) | 0.0 | $71k | +177% | 322.00 | 219.47 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $63k | -27% | 407.00 | 154.07 |
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| Fastenal Company (FAST) | 0.0 | $62k | NEW | 1.6k | 40.13 |
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| Altria (MO) | 0.0 | $61k | 1.1k | 57.65 |
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| Illinois Tool Works (ITW) | 0.0 | $55k | 224.00 | 246.57 |
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| Public Service Enterprise (PEG) | 0.0 | $55k | +22% | 683.00 | 80.32 |
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| ON Semiconductor (ON) | 0.0 | $54k | 1.0k | 54.15 |
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| Danaher Corporation (DHR) | 0.0 | $52k | 228.00 | 228.51 |
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| Xcel Energy (XEL) | 0.0 | $47k | +19% | 631.00 | 73.84 |
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| ConocoPhillips (COP) | 0.0 | $46k | 489.00 | 93.53 |
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| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $44k | 564.00 | 77.62 |
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| Mondelez Int (MDLZ) | 0.0 | $40k | 750.00 | 53.85 |
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| Vanguard Small-Cap ETF (VB) | 0.0 | $40k | 156.00 | 258.41 |
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| Entergy Corporation (ETR) | 0.0 | $38k | 413.00 | 92.33 |
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| United Therapeutics Corporation (UTHR) | 0.0 | $37k | 75.00 | 487.25 |
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| Technology SPDR (XLK) | 0.0 | $30k | +74% | 211.00 | 144.09 |
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| Pfizer (PFE) | 0.0 | $30k | 1.2k | 24.89 |
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| iShares S&P 500 Index (IVV) | 0.0 | $30k | -29% | 44.00 | 682.82 |
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| SPDR S&P Dividend (SDY) | 0.0 | $30k | 215.00 | 139.27 |
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| iShares Russell 1000 Growth Index (IWF) | 0.0 | $28k | 59.00 | 476.15 |
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| At&t (T) | 0.0 | $28k | 1.1k | 24.83 |
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| Alpha Tau Medical (DRTS) | 0.0 | $28k | 5.6k | 4.95 |
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| Vanguard Total Bond Market ETF (BND) | 0.0 | $27k | 366.00 | 74.10 |
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| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $27k | 1.0k | 26.57 |
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| Consumer Discretionary SPDR (XLY) | 0.0 | $23k | +98% | 195.00 | 119.62 |
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| California Water Service (CWT) | 0.0 | $23k | NEW | 531.00 | 43.30 |
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| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $23k | 383.00 | 60.00 |
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| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $22k | 892.00 | 24.37 |
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| Calix (CALX) | 0.0 | $21k | 400.00 | 52.93 |
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| Vanguard Health Care ETF (VHT) | 0.0 | $20k | -8% | 69.00 | 288.68 |
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| Ford Motor Company (F) | 0.0 | $20k | 1.5k | 13.12 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $19k | 500.00 | 37.00 |
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| SPDR S&P World ex-US (SPDW) | 0.0 | $18k | 396.00 | 44.36 |
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| Southern Company (SO) | 0.0 | $17k | 194.00 | 87.25 |
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| Simpson Manufacturing (SSD) | 0.0 | $17k | 103.00 | 161.35 |
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| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $16k | 183.00 | 89.70 |
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| salesforce (CRM) | 0.0 | $16k | 61.00 | 263.31 |
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| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $15k | NEW | 87.00 | 177.38 |
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| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $15k | 559.00 | 27.41 |
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| Ishares Tr core div grwth (DGRO) | 0.0 | $15k | NEW | 220.00 | 69.42 |
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| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $15k | -9% | 346.00 | 43.99 |
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| Vanguard Utilities ETF (VPU) | 0.0 | $15k | 81.00 | 185.00 |
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| Coreweave Inc Com Cl A (CRWV) | 0.0 | $14k | NEW | 200.00 | 71.61 |
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| Vanguard Value ETF (VTV) | 0.0 | $13k | -18% | 66.00 | 191.86 |
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| Constellation Energy (CEG) | 0.0 | $13k | 35.00 | 355.89 |
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| Zimmer Holdings (ZBH) | 0.0 | $12k | 130.00 | 90.01 |
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| Chevron Corporation (CVX) | 0.0 | $11k | 74.00 | 152.89 |
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| Comcast Corporation (CMCSA) | 0.0 | $11k | 375.00 | 29.89 |
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| Ishr Msci Singapore (EWS) | 0.0 | $11k | -12% | 401.00 | 27.48 |
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| Hubspot (HUBS) | 0.0 | $11k | NEW | 27.00 | 401.33 |
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| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $11k | 61.00 | 173.80 |
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| Verisk Analytics (VRSK) | 0.0 | $9.9k | 44.00 | 224.64 |
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| Nike (NKE) | 0.0 | $9.6k | +265% | 150.00 | 63.91 |
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| Keurig Dr Pepper (KDP) | 0.0 | $9.0k | 320.00 | 27.99 |
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| KLA-Tencor Corporation (KLAC) | 0.0 | $8.6k | 7.00 | 1229.00 |
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| iShares Russell Midcap Value Index (IWS) | 0.0 | $8.6k | 61.00 | 140.77 |
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| Financial Select Sector SPDR (XLF) | 0.0 | $8.4k | 154.00 | 54.67 |
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| Vanguard REIT ETF (VNQ) | 0.0 | $8.4k | +13% | 95.00 | 88.58 |
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| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $8.4k | 102.00 | 82.16 |
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| Schwab U S Broad Market ETF (SCHB) | 0.0 | $8.2k | 312.00 | 26.27 |
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| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $8.0k | 68.00 | 117.69 |
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| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $7.8k | +3% | 239.00 | 32.73 |
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| Affirm Hldgs (AFRM) | 0.0 | $7.4k | 100.00 | 74.43 |
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| O'reilly Automotive (ORLY) | 0.0 | $6.8k | 75.00 | 91.21 |
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| Fidelity msci info tech i (FTEC) | 0.0 | $6.8k | 30.00 | 226.00 |
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| Unilever | 0.0 | $6.7k | NEW | 103.00 | 65.41 |
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| Cigna Corp (CI) | 0.0 | $6.5k | +4% | 24.00 | 270.50 |
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| Amgen (AMGN) | 0.0 | $6.1k | 19.00 | 322.58 |
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| Servicenow (NOW) | 0.0 | $6.1k | +400% | 40.00 | 153.20 |
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| Exelon Corporation (EXC) | 0.0 | $6.1k | 140.00 | 43.72 |
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| Pure Storage Inc - Class A (PSTG) | 0.0 | $6.0k | 90.00 | 67.01 |
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| Williams Companies (WMB) | 0.0 | $5.8k | 96.00 | 60.03 |
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| Vanguard Europe Pacific ETF (VEA) | 0.0 | $5.5k | 88.00 | 62.60 |
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| Cardinal Health (CAH) | 0.0 | $5.2k | 25.00 | 208.48 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $5.1k | NEW | 59.00 | 86.88 |
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| Biogen Idec (BIIB) | 0.0 | $5.1k | 29.00 | 176.00 |
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| Franklin Templeton Etf Tr ftse australia (FLAU) | 0.0 | $5.1k | -47% | 161.00 | 31.42 |
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| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $5.1k | 42.00 | 120.29 |
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| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $4.5k | 49.00 | 91.76 |
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| Ionq Inc Pipe (IONQ) | 0.0 | $4.5k | 100.00 | 44.87 |
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| Joby Aviation (JOBY) | 0.0 | $4.0k | 300.00 | 13.20 |
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| Etsy (ETSY) | 0.0 | $3.6k | 65.00 | 55.45 |
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| Tyler Technologies (TYL) | 0.0 | $3.2k | 7.00 | 454.00 |
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| Archer Aviation Inc-a (ACHR) | 0.0 | $3.0k | 400.00 | 7.52 |
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| Lowe's Companies (LOW) | 0.0 | $2.9k | 12.00 | 244.00 |
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| D-wave Quantum (QBTS) | 0.0 | $2.6k | 100.00 | 26.15 |
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| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $2.5k | 18.00 | 137.61 |
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| Vanguard Industrials ETF (VIS) | 0.0 | $2.4k | 8.00 | 302.88 |
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| Rigetti Computing (RGTI) | 0.0 | $2.2k | 100.00 | 22.15 |
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| Ge Vernova (GEV) | 0.0 | $2.0k | 3.00 | 654.67 |
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| Alliance Laundry Hldgs | 0.0 | $814.000000 | NEW | 40.00 | 20.35 |
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| Millicom Intl Cellular S.a. S hs (TIGO) | 0.0 | $365.000800 | NEW | 23.00 | 15.87 |
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| Cronos Group (CRON) | 0.0 | $263.000000 | 100.00 | 2.63 |
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| Lucid Group (LCID) | 0.0 | $106.000000 | 10.00 | 10.60 |
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| Warner Bros. Discovery (WBD) | 0.0 | $87.000000 | 3.00 | 29.00 |
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| Canopy Growth CORP (CGC) | 0.0 | $3.000000 | 2.00 | 1.50 |
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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 Q4 filed Jan. 23, 2026
- 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