Tower View Investment Management & Research

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

Portfolio Holdings for Tower View Investment Management & Research

Companies in the Tower View Investment Management & Research portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P MidCap 400 ETF (MDY) 4.49 18.93k +12% 262.89
Spdr S&p 500 Etf (SPY) 3.53 15.16k +3% 257.75
Vanguard Small-Cap Growth ETF (VBK) 3.52 25.96k +10% 150.32
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 3.36 36.14k 102.98
Eli Lilly & Co. (LLY) 3.20 25.58k 138.72
Pepsi (PEP) 3.01 27.77k +3% 120.12
Amazon (AMZN) 2.93 1.67k 1949.64
Adobe Systems Incorporated (ADBE) 2.88 10.04k +3% 318.23
Visa (V) 2.64 18.18k 161.11
Microsoft Corporation (MSFT) 2.61 18.34k +13% 157.73
Home Depot (HD) 2.52 14.94k +5% 186.73
Marsh & McLennan Companies (MMC) 2.42 31.03k 86.46
Apple (AAPL) 2.37 10.34k -6% 254.28
Lockheed Martin Corporation (LMT) 2.34 7.66k +6% 338.90
Vanguard Growth ETF (VUG) 2.31 16.35k 156.69
Merck & Co 2.30 33.10k +5% 76.94
L3harris Technologies (LHX) 2.28 14.03k +9% 180.09
Paypal Holdings (PYPL) 2.24 25.94k 95.72
Edwards Lifesciences (EW) 2.22 13.04k 188.59
Kansas City Southern (KSU) 2.13 18.58k 127.17
Stryker Corporation (SYK) 2.08 13.83k +9% 166.52
UnitedHealth (UNH) 2.04 9.05k 249.39
Leidos Holdings (LDOS) 2.03 24.59k +16% 91.66
LVMH Moet Hennessy Louis Vuitton SA (LVMUY) 1.86 27.73k +2% 74.42
L'Oreal (LRLCY) 1.86 39.21k +3% 52.51
Alphabet Inc Class C cs (GOOG) 1.79 1.70k 1162.65
Walt Disney Company (DIS) 1.73 19.80k +32908% 96.59
Elbit Systems (ESLT) 1.67 14.52k +5% 127.66
NVIDIA Corporation (NVDA) 1.56 6.58k -4% 263.53
Starbucks Corporation (SBUX) 1.55 26.18k +10% 65.74
Taiwan Semiconductor Mfg (TSM) 1.52 35.22k +88% 47.79
Intuitive Surgical (ISRG) 1.44 3.22k +4% 495.19
Varian Medical Systems (VAR) 1.42 15.36k +19% 102.64
iShares Russell 3000 Index (IWV) 1.42 10.60k -63% 148.34
Hermes Intl-un (HESAY) 1.41 22.66k +941% 69.10
Wal-Mart Stores (WMT) 1.40 13.62k +916% 113.58
Axon Enterprise (AAXN) 1.29 20.28k +34% 70.76
Vanguard Small-Cap ETF (VB) 1.15 11.08k 115.44
Vanguard Dividend Appreciation ETF (VIG) 1.15 12.33k -3% 103.40
Alphabet Inc Class A cs (GOOGL) 1.11 1.05k +2% 1162.24
Procter & Gamble Company (PG) 1.07 10.77k NEW 109.99
Shopify Inc cl a (SHOP) 1.02 2.72k NEW 417.00
PowerShares QQQ Trust, Series 1 0.90 5.22k +20% 190.38
Alibaba Group Holding Ltd Spon (BABA) 0.90 5.14k +3013% 194.47
Veeva Sys Inc cl a (VEEV) 0.85 6.02k NEW 156.42
Spotify Technology Sa (SPOT) 0.77 7.04k +2% 121.40
Hexcel Corporation (HXL) 0.76 22.49k NEW 37.21
Vanguard High Dividend Yield ETF (VYM) 0.75 11.77k -10% 70.71
Union Pacific Corporation (UNP) 0.72 5.62k +15% 141.08
Vanguard Health Care ETF (VHT) 0.67 4.49k -4% 166.04
Square Inc cl a (SQ) 0.64 13.57k +25% 52.38
Vanguard Mid-Cap ETF (VO) 0.55 4.63k +18% 131.69
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.55 7.09k 86.63
Wisconsin Energy Corporation 0.39 4.90k +9% 88.03
American Electric Power Company (AEP) 0.29 4.07k 80.10
Coca-Cola Company (KO) 0.20 5.04k +36% 44.21
Berkshire Hathaway Inc. Class B 0.19 1.15k -71% 182.61
MGE Energy (MGEE) 0.15 2.60k +43% 65.33
Public Storage (PSA) 0.14 786 +3% 198.47
Medtronic 0.14 1.69k +137% 90.21
Vanguard Information Technology ETF (VGT) 0.14 720 212.50
Vanguard Consumer Staples ETF (VDC) 0.14 1.11k -16% 138.09
Mondelez Int (MDLZ) 0.09 2.07k +7% 50.19
Health Care SPDR (XLV) 0.08 958 +12% 88.73
Bristol Myers Squibb (BMY) 0.07 1.49k -21% 55.89
Intel Corporation (INTC) 0.07 1.49k +186% 54.36
Verizon Communications (VZ) 0.07 1.51k 53.47
Thermo Fisher Scientific (TMO) 0.07 260 -5% 284.62
Danaher Corporation (DHR) 0.07 564 138.30
Vanguard Total Stock Market ETF (VTI) 0.06 549 -7% 129.33
McDonald's Corporation (MCD) 0.05 302 -94% 165.56
Johnson & Johnson (JNJ) 0.05 422 NEW 130.33
Xcel Energy (XEL) 0.05 916 60.04
Abbott Laboratories (ABT) 0.04 581 -5% 79.17
Clorox Company (CLX) 0.04 225 -95% 173.33
Netflix (NFLX) 0.04 110 372.73
Essential Utils (WTRG) 0.04 1.16k NEW 40.41
Canadian Natl Ry (CNI) 0.03 400 77.50
Illinois Tool Works (ITW) 0.03 221 -5% 140.27
salesforce (CRM) 0.03 260 142.31
Entergy Corporation (ETR) 0.03 307 94.46
Tesla Motors (TSLA) 0.03 69 +130% 521.74
Vanguard Utilities ETF (VPU) 0.03 307 120.52
Chevron Corporation (CVX) 0.02 250 72.00
At&t (T) 0.02 699 +26% 28.61
Zimmer Holdings (ZBH) 0.02 191 99.48
Schwab U S Broad Market ETF (SCHB) 0.02 333 -22% 60.06
Abbvie (ABBV) 0.02 277 75.81
Comcast Corporation (CMCSA) 0.01 218 36.70
JPMorgan Chase & Co. (JPM) 0.01 92 -35% 86.96
MasterCard Incorporated (MA) 0.01 25 +38% 240.00
Exxon Mobil Corporation (XOM) 0.01 201 -24% 39.80
Allstate Corporation (ALL) 0.01 85 94.12
Biogen Idec (BIIB) 0.01 29 310.34
Southern Company (SO) 0.01 122 57.38
Sturm, Ruger & Company (RGR) 0.01 121 49.59
Central Garden & Pet (CENT) 0.01 200 30.00
iShares Russell 1000 Index (IWB) 0.01 100 -48% 140.00
United Therapeutics Corporation (UTHR) 0.01 79 88.61
stock (SPLK) 0.01 86 127.91
Arista Networks (ANET) 0.01 40 200.00
Smith & Wesson Holding Corpora 0.01 1.14k 7.89
General Electric Company (GE) 0.00 300 NEW 6.67
Lululemon Athletica (LULU) 0.00 25 NEW 200.00
First Majestic Silver Corp (AG) 0.00 225 4.44
Lomiko Metals 0.00 350 0.00
Agritech Worldwide 0.00 21.00k 0.00
Nutanix Inc cl a (NTNX) 0.00 75 13.33
Acushnet Holdings Corp (GOLF) 0.00 52 19.23
Canopy Gro (CGC) 0.00 25 0.00
Wheaton Precious Metals Corp (WPM) 0.00 95 31.58
Aphria Inc foreign (APHA) 0.00 125 0.00
Genvec Cpr equities 0.00 280 0.00
Cronos Group (CRON) 0.00 165 6.06
Domo Cl B Ord (DOMO) 0.00 250 8.00
Charlottes Web Holdings (CWBHF) 0.00 55 0.00
Slack Technologies (WORK) 0.00 200 25.00
Rts/bristol-myers Squibb Compa (BMY.R) 0.00 275 3.64
Precigen (PGEN) 0.00 83 NEW 0.00

Past Filings by Tower View Investment Management & Research

View past SEC 13F filings by Tower View Investment Management & Research

View all filings