Tower View Investment Management & Research

Latest statistics and disclosures from Tower View Wealth Management's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Tower View Investment Management & Research consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Tower View Wealth Management

Tower View Wealth Management holds 204 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Taiwan Semiconductor Mfg (TSM) 6.3 $12M -4% 37k 337.95
 View chart
SPDR DJ Wilshire Large Cap (SPYM) 4.9 $9.5M +4% 124k 76.54
 View chart
NVIDIA Corporation (NVDA) 4.6 $9.0M 51k 174.40
 View chart
Eli Lilly & Co. (LLY) 4.6 $8.9M -5% 9.7k 919.76
 View chart
Vanguard Growth ETF (VUG) 4.0 $7.8M 18k 436.78
 View chart
Alphabet Inc Class C cs (GOOG) 3.8 $7.4M 26k 286.86
 View chart
Quanta Services (PWR) 3.6 $7.1M -6% 13k 549.00
 View chart
Microsoft Corporation (MSFT) 3.4 $6.7M -2% 18k 370.17
 View chart
Costco Wholesale Corporation (COST) 3.3 $6.5M -4% 6.5k 996.46
 View chart
NOVA MEASURING Instruments L (NVMI) 3.2 $6.2M -18% 14k 434.28
 View chart
Amazon (AMZN) 3.2 $6.2M -2% 30k 208.27
 View chart
Visa (V) 2.9 $5.6M -2% 19k 302.24
 View chart
Alphabet Inc Class A cs (GOOGL) 2.7 $5.3M -3% 19k 287.55
 View chart
Spdr S&p 500 Etf (SPY) 2.6 $5.1M 7.9k 650.32
 View chart
Garmin (GRMN) 2.5 $4.9M -5% 21k 232.02
 View chart
Parker-Hannifin Corporation (PH) 2.5 $4.9M -4% 5.4k 895.29
 View chart
Philip Morris International (PM) 2.3 $4.5M -9% 27k 165.34
 View chart
Vanguard Dividend Appreciation ETF (VIG) 2.2 $4.2M 20k 215.06
 View chart
D R S Technologies (DRS) 2.1 $4.1M -4% 91k 44.52
 View chart
McDonald's Corporation (MCD) 1.9 $3.6M -4% 12k 310.80
 View chart
iShares MSCI South Korea Index Fund (EWY) 1.8 $3.4M +84% 28k 123.01
 View chart
Vanguard Small-Cap Growth ETF (VBK) 1.5 $3.0M 10k 302.24
 View chart
Eaton (ETN) 1.5 $2.9M -2% 8.2k 357.67
 View chart
JPMorgan Chase & Co. (JPM) 1.5 $2.9M 9.8k 294.16
 View chart
Analog Devices (ADI) 1.4 $2.8M 8.9k 318.13
 View chart
Broadcom (AVGO) 1.4 $2.8M +9% 9.1k 309.52
 View chart
Vanguard Mid-Cap Growth ETF (VOT) 1.4 $2.7M +2% 11k 257.34
 View chart
Arm Holdings (ARM) 1.4 $2.7M -12% 18k 151.28
 View chart
Intuitive Surgical (ISRG) 1.3 $2.6M -3% 5.7k 460.99
 View chart
Vanguard Information Technology ETF (VGT) 1.3 $2.5M 3.5k 697.76
 View chart
Spotify Technology Sa (SPOT) 1.2 $2.4M -3% 4.9k 484.91
 View chart
Home Depot (HD) 1.2 $2.4M -20% 7.2k 328.87
 View chart
Amphenol Corporation (APH) 1.1 $2.1M 17k 126.35
 View chart
Goldman Sachs (GS) 0.9 $1.8M +2200% 2.1k 846.08
 View chart
Marsh & McLennan Companies (MRSH) 0.9 $1.7M -63% 10k 173.45
 View chart
United Therapeutics Corporation (UTHR) 0.8 $1.6M +3544% 2.7k 592.98
 View chart
Netflix (NFLX) 0.8 $1.6M 16k 96.15
 View chart
Lam Research (LRCX) 0.8 $1.5M NEW 7.2k 213.66
 View chart
Cisco Systems (CSCO) 0.7 $1.5M +14% 19k 77.59
 View chart
Wal-Mart Stores (WMT) 0.7 $1.4M +24% 11k 124.28
 View chart
Advanced Micro Devices (AMD) 0.7 $1.4M NEW 6.7k 203.43
 View chart
Abbvie (ABBV) 0.7 $1.3M +19% 5.9k 217.50
 View chart
Baidu (BIDU) 0.7 $1.3M +9% 12k 111.42
 View chart
Oracle Corporation (ORCL) 0.6 $1.2M 8.1k 147.12
 View chart
Union Pacific Corporation (UNP) 0.6 $1.1M -18% 4.5k 242.62
 View chart
Pepsi (PEP) 0.4 $764k -28% 4.9k 155.29
 View chart
Vanguard S&p 500 Etf idx (VOO) 0.4 $715k 1.2k 597.57
 View chart
Carrier Global Corporation (CARR) 0.3 $649k -74% 12k 56.31
 View chart
Micron Technology (MU) 0.3 $624k NEW 1.8k 337.84
 View chart
Vanguard High Dividend Yield ETF (VYM) 0.3 $587k +8% 4.0k 148.10
 View chart
SPDR S&P MidCap 400 ETF (MDY) 0.3 $585k 949.00 616.50
 View chart
Exxon Mobil Corporation (XOM) 0.2 $440k +31% 2.6k 169.64
 View chart
Vanguard Mid-Cap ETF (VO) 0.2 $408k 1.4k 287.16
 View chart
Brixmor Prty (BRX) 0.2 $394k -36% 14k 28.80
 View chart
MasterCard Incorporated (MA) 0.2 $388k +7% 777.00 499.58
 View chart
MGE Energy (MGEE) 0.2 $338k -13% 4.4k 77.29
 View chart
Vanguard Consumer Staples ETF (VDC) 0.2 $337k -8% 1.5k 224.59
 View chart
Procter & Gamble Company (PG) 0.2 $310k -47% 2.1k 144.43
 View chart
Nextera Energy (NEE) 0.1 $242k +3% 2.6k 92.90
 View chart
Johnson & Johnson (JNJ) 0.1 $239k +17% 977.00 244.43
 View chart
NiSource (NI) 0.1 $212k NEW 4.6k 46.66
 View chart
Caterpillar (CAT) 0.1 $212k +12% 299.00 708.46
 View chart
Blackrock (BLK) 0.1 $192k 200.00 961.71
 View chart
Charles Schwab Corporation (SCHW) 0.1 $188k 2.0k 93.98
 View chart
Vanguard Total Stock Market ETF (VTI) 0.1 $178k +3% 553.00 321.04
 View chart
Stryker Corporation (SYK) 0.1 $177k 537.00 328.85
 View chart
Bristol Myers Squibb (BMY) 0.1 $171k 2.8k 60.65
 View chart
Merck & Co (MRK) 0.1 $166k 1.4k 120.32
 View chart
Walt Disney Company (DIS) 0.1 $157k 1.6k 96.41
 View chart
Cme (CME) 0.1 $146k 494.00 295.35
 View chart
Iron Mountain (IRM) 0.1 $134k 1.3k 102.10
 View chart
Phillips 66 (PSX) 0.1 $129k +25% 709.00 182.22
 View chart
W.W. Grainger (GWW) 0.1 $122k +5% 112.00 1090.81
 View chart
Kkr & Co (KKR) 0.1 $116k 1.3k 92.48
 View chart
Carlyle Group (CG) 0.1 $110k 2.3k 48.39
 View chart
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.1 $106k +11% 1.3k 82.59
 View chart
Chevron Corporation (CVX) 0.1 $101k +560% 489.00 206.87
 View chart
Vanguard Short Term Corporate Bond ETF (VCSH) 0.0 $96k -17% 1.2k 79.26
 View chart
iShares Russell 3000 Index (IWV) 0.0 $89k 240.00 371.33
 View chart
SPDR DJ Wilshire Mid Cap Value (MDYV) 0.0 $84k 988.00 85.17
 View chart
Essential Utils (WTRG) 0.0 $84k 2.1k 40.26
 View chart
Tesla Motors (TSLA) 0.0 $82k 220.00 371.75
 View chart
Waste Management (WM) 0.0 $74k 323.00 229.78
 View chart
Fastenal Company (FAST) 0.0 $72k 1.6k 46.41
 View chart
Altria (MO) 0.0 $71k 1.1k 66.01
 View chart
iShares S&P NA Tech. Sec. Idx (IGM) 0.0 $67k NEW 565.00 118.51
 View chart
ConocoPhillips (COP) 0.0 $65k 492.00 132.01
 View chart
SYSCO Corporation (SYY) 0.0 $64k NEW 900.00 71.33
 View chart
ON Semiconductor (ON) 0.0 $62k 1.0k 61.92
 View chart
Illinois Tool Works (ITW) 0.0 $59k 226.00 259.90
 View chart
Vanguard Mega Cap 300 Value Index ETF (MGV) 0.0 $58k NEW 400.00 144.95
 View chart
Public Service Enterprise (PEG) 0.0 $56k 689.00 80.93
 View chart
Thermo Fisher Scientific (TMO) 0.0 $55k -8% 112.00 489.46
 View chart
Xcel Energy (XEL) 0.0 $50k 635.00 79.43
 View chart
Blackstone Group Inc Com Cl A (BX) 0.0 $47k 412.00 114.86
 View chart
Consumer Staples Select Sect. SPDR (XLP) 0.0 $47k 567.00 81.94
 View chart
Entergy Corporation (ETR) 0.0 $46k 413.00 112.24
 View chart
Vanguard Utilities ETF (VPU) 0.0 $46k +186% 232.00 198.56
 View chart
Mondelez Int (MDLZ) 0.0 $44k 757.00 57.63
 View chart
Vanguard Small-Cap ETF (VB) 0.0 $41k 157.00 261.69
 View chart
Danaher Corporation (DHR) 0.0 $41k -6% 214.00 189.54
 View chart
Alpha Tau Medical (DRTS) 0.0 $39k 5.6k 7.07
 View chart
Vanguard Small-Cap Value ETF (VBR) 0.0 $37k NEW 171.00 217.15
 View chart
Vanguard REIT ETF (VNQ) 0.0 $35k +320% 399.00 88.72
 View chart
Pfizer (PFE) 0.0 $35k 1.2k 28.09
 View chart
At&t (T) 0.0 $33k 1.1k 29.00
 View chart
iShares Russell 2000 Index (IWM) 0.0 $32k NEW 128.00 247.66
 View chart
SPDR S&P Dividend (SDY) 0.0 $32k 216.00 146.26
 View chart
Oshkosh Corporation (OSK) 0.0 $29k NEW 200.00 147.21
 View chart
L3harris Technologies (LHX) 0.0 $29k NEW 85.00 345.15
 View chart
Amgen (AMGN) 0.0 $29k +331% 82.00 351.22
 View chart
iShares S&P 500 Index (IVV) 0.0 $29k 44.00 652.95
 View chart
Technology SPDR (XLK) 0.0 $28k 208.00 133.17
 View chart
Vanguard Total Bond Market ETF (BND) 0.0 $27k 368.00 73.74
 View chart
iShares Russell 1000 Growth Index (IWF) 0.0 $25k 59.00 429.36
 View chart
Schwab Strategic Tr schwab fdt us bm (FNDB) 0.0 $25k -11% 903.00 27.22
 View chart
California Water Service (CWT) 0.0 $24k 535.00 45.30
 View chart
iShares MSCI Switzerland Index Fund (EWL) 0.0 $23k 383.00 58.85
 View chart
iShares MSCI Canada Index (EWC) 0.0 $22k NEW 400.00 54.79
 View chart
Schwab Strategic Tr sht tm us tres (SCHO) 0.0 $22k 898.00 24.27
 View chart
Cameco Corporation (CCJ) 0.0 $22k NEW 200.00 108.61
 View chart
Consumer Discretionary SPDR (XLY) 0.0 $21k 196.00 108.83
 View chart
Vanguard Short-Term Bond ETF (BSV) 0.0 $20k -82% 260.00 78.39
 View chart
Calix (CALX) 0.0 $20k 400.00 48.99
 View chart
Vanguard Health Care ETF (VHT) 0.0 $19k 69.00 274.12
 View chart
Lowe's Companies (LOW) 0.0 $19k +566% 80.00 236.29
 View chart
Southern Company (SO) 0.0 $19k 196.00 96.33
 View chart
SPDR S&P World ex-US (SPDW) 0.0 $18k 396.00 45.60
 View chart
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.0 $18k NEW 232.00 77.19
 View chart
Simpson Manufacturing (SSD) 0.0 $18k 103.00 171.76
 View chart
Ford Motor Company (F) 0.0 $18k 1.5k 11.54
 View chart
Schwab Strategic Tr us dividend eq (SCHD) 0.0 $17k 563.00 30.69
 View chart
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.0 $17k 183.00 90.78
 View chart
Vanguard Mid-Cap Value ETF (VOE) 0.0 $16k 87.00 184.29
 View chart
Chipotle Mexican Grill (CMG) 0.0 $16k 500.00 32.01
 View chart
Ishares Msci United Kingdom Index etf (EWU) 0.0 $16k 346.00 45.58
 View chart
Coreweave Inc Com Cl A (CRWV) 0.0 $16k 200.00 77.47
 View chart
Ishares Tr core div grwth (DGRO) 0.0 $15k 220.00 70.18
 View chart
Linde (LIN) 0.0 $12k NEW 25.00 495.76
 View chart
Zimmer Holdings (ZBH) 0.0 $12k 130.00 90.51
 View chart
Vanguard Value ETF (VTV) 0.0 $12k -10% 59.00 194.95
 View chart
Ishr Msci Singapore (EWS) 0.0 $11k 401.00 28.19
 View chart
Honeywell International (HON) 0.0 $11k NEW 49.00 226.04
 View chart
Comcast Corporation (CMCSA) 0.0 $11k 379.00 28.71
 View chart
Ecolab (ECL) 0.0 $11k NEW 40.00 266.02
 View chart
Spdr Ser Tr msci usa qual (QUS) 0.0 $10k 61.00 171.26
 View chart
KLA-Tencor Corporation (KLAC) 0.0 $10k 7.00 1491.29
 View chart
Constellation Energy (CEG) 0.0 $9.9k 35.00 281.71
 View chart
iShares Russell Midcap Value Index (IWS) 0.0 $8.9k 61.00 145.90
 View chart
General Dynamics Corporation (GD) 0.0 $8.6k NEW 25.00 343.24
 View chart
Keurig Dr Pepper (KDP) 0.0 $8.5k 322.00 26.37
 View chart
Verisk Analytics (VRSK) 0.0 $8.4k 44.00 191.07
 View chart
Emerson Electric (EMR) 0.0 $8.3k NEW 63.00 131.03
 View chart
Spdr Series Trust dj ttl mkt etf (SPTM) 0.0 $8.1k 102.00 78.96
 View chart
Schwab Emerging Markets Equity ETF (SCHE) 0.0 $7.9k 239.00 32.93
 View chart
Schwab U S Broad Market ETF (SCHB) 0.0 $7.9k 313.00 25.13
 View chart
Financial Select Sector SPDR (XLF) 0.0 $7.6k 154.00 49.53
 View chart
Select Sector Spdr Tr Communic etfeqty (XLC) 0.0 $7.6k 68.00 111.19
 View chart
Williams Companies (WMB) 0.0 $7.0k 97.00 72.45
 View chart
Exelon Corporation (EXC) 0.0 $6.9k 142.00 48.89
 View chart
O'reilly Automotive (ORLY) 0.0 $6.9k 75.00 92.32
 View chart
S&p Global (SPGI) 0.0 $6.8k NEW 16.00 425.38
 View chart
Interactive Brokers (IBKR) 0.0 $6.7k NEW 100.00 67.07
 View chart
Hubspot (HUBS) 0.0 $6.6k 27.00 244.11
 View chart
Cigna Corp (CI) 0.0 $6.3k 24.00 263.71
 View chart
Fidelity msci info tech i (FTEC) 0.0 $6.3k 30.00 209.50
 View chart
Unilever (UL) 0.0 $5.9k 103.00 56.97
 View chart
Nike (NKE) 0.0 $5.8k -26% 110.00 52.60
 View chart
Vanguard Europe Pacific ETF (VEA) 0.0 $5.7k 88.00 64.32
 View chart
AFLAC Incorporated (AFL) 0.0 $5.5k NEW 50.00 109.72
 View chart
Cardinal Health (CAH) 0.0 $5.4k 25.00 214.88
 View chart
Biogen Idec (BIIB) 0.0 $5.3k 29.00 183.34
 View chart
Pure Storage Inc - Class A (PSTG) 0.0 $5.3k 90.00 59.04
 View chart
Franklin Templeton Etf Tr ftse australia (FLAU) 0.0 $5.3k 161.00 32.89
 View chart
W.R. Berkley Corporation (WRB) 0.0 $5.0k NEW 76.00 66.29
 View chart
Zurn Water Solutions Corp Zws (ZWS) 0.0 $4.8k NEW 108.00 44.84
 View chart
Teledyne Technologies Incorporated (TDY) 0.0 $4.8k NEW 8.00 605.12
 View chart
Lpl Financial Holdings (LPLA) 0.0 $4.8k NEW 16.00 300.88
 View chart
Vanguard Esg U.s. Stock Etf etf (ESGV) 0.0 $4.7k 42.00 111.95
 View chart
SPDR DJ Wilshire Small Cap Value (SLYV) 0.0 $4.7k +2% 50.00 93.90
 View chart
Affirm Hldgs (AFRM) 0.0 $4.6k 100.00 45.82
 View chart
Otis Worldwide Corp (OTIS) 0.0 $4.5k 59.00 77.05
 View chart
Nordson Corporation (NDSN) 0.0 $4.5k NEW 17.00 266.12
 View chart
Allegion Plc equity (ALLE) 0.0 $4.5k NEW 31.00 145.29
 View chart
Ul Solutions (ULS) 0.0 $4.5k NEW 52.00 85.71
 View chart
Servicenow (NOW) 0.0 $4.2k 40.00 104.55
 View chart
Rollins (ROL) 0.0 $4.2k NEW 78.00 53.41
 View chart
Etsy (ETSY) 0.0 $3.2k 65.00 49.98
 View chart
Bj's Wholesale Club Holdings (BJ) 0.0 $3.2k NEW 33.00 98.42
 View chart
Ionq Inc Pipe (IONQ) 0.0 $2.9k 100.00 28.83
 View chart
Ge Vernova (GEV) 0.0 $2.6k 3.00 875.00
 View chart
Vanguard Industrials ETF (VIS) 0.0 $2.5k 8.00 317.62
 View chart
Joby Aviation (JOBY) 0.0 $2.5k 300.00 8.26
 View chart
Tyler Technologies (TYL) 0.0 $2.4k 7.00 342.43
 View chart
Archer Aviation Inc-a (ACHR) 0.0 $2.1k 400.00 5.17
 View chart
D-wave Quantum (QBTS) 0.0 $1.4k 100.00 14.43
 View chart
Rigetti Computing (RGTI) 0.0 $1.4k 100.00 14.04
 View chart
Alliance Laundry Hldgs (ALH) 0.0 $830.000000 40.00 20.75
 View chart
Versant Media Group (VSNT) 0.0 $518.999600 NEW 14.00 37.07
 View chart
Millicom Intl Cellular S.a. S hs (TIGO) 0.0 $343.999500 23.00 14.96
 View chart
Cronos Group (CRON) 0.0 $251.000000 100.00 2.51
 View chart
Lucid Group (LCID) 0.0 $96.000000 10.00 9.60
 View chart
Warner Bros. Discovery (WBD) 0.0 $83.000100 3.00 27.67
 View chart
Canopy Growth CORP (CGC) 0.0 $2.000000 2.00 1.00
 View chart

Past Filings by Tower View Wealth Management

SEC 13F filings are viewable for Tower View Wealth Management going back to 2017

View all past filings