Tower View Wealth Management as of March 31, 2025
Portfolio Holdings for Tower View Wealth Management
Tower View Wealth Management holds 186 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 4.8 | $8.3M | 10k | 825.94 | |
| Marsh & McLennan Companies (MMC) | 4.4 | $7.5M | 31k | 244.03 | |
| Taiwan Semiconductor Mfg (TSM) | 4.2 | $7.3M | 44k | 166.00 | |
| Microsoft Corporation (MSFT) | 3.9 | $6.7M | 18k | 375.38 | |
| Vanguard Growth ETF (VUG) | 3.9 | $6.6M | 18k | 370.82 | |
| SPDR DJ Wilshire Large Cap (SPLG) | 3.8 | $6.5M | 100k | 65.76 | |
| Costco Wholesale Corporation (COST) | 3.7 | $6.4M | 6.8k | 945.81 | |
| Visa (V) | 3.7 | $6.4M | 18k | 350.47 | |
| NVIDIA Corporation (NVDA) | 3.3 | $5.7M | 53k | 108.38 | |
| Home Depot (HD) | 3.3 | $5.7M | 16k | 366.50 | |
| Amazon (AMZN) | 3.2 | $5.4M | 29k | 190.26 | |
| Spdr S&p 500 Etf (SPY) | 2.7 | $4.6M | 8.2k | 559.40 | |
| Goldman Sachs (GS) | 2.6 | $4.5M | 8.3k | 546.28 | |
| Quanta Services (PWR) | 2.4 | $4.2M | 17k | 254.18 | |
| Garmin (GRMN) | 2.4 | $4.2M | 19k | 217.12 | |
| Philip Morris International (PM) | 2.4 | $4.2M | 26k | 158.73 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $4.0M | 26k | 156.23 | |
| Asml Holding (ASML) | 2.3 | $3.9M | 5.9k | 662.63 | |
| Vanguard Dividend Appreciation ETF (VIG) | 2.2 | $3.8M | 20k | 193.99 | |
| Carrier Global Corporation (CARR) | 2.2 | $3.8M | 60k | 63.40 | |
| SPDR S&P MidCap 400 ETF (MDY) | 2.2 | $3.7M | 7.0k | 533.51 | |
| Vanguard Small-Cap Growth ETF (VBK) | 2.1 | $3.7M | 15k | 251.77 | |
| McDonald's Corporation (MCD) | 2.1 | $3.6M | 12k | 312.37 | |
| NOVA MEASURING Instruments L (NVMI) | 2.1 | $3.6M | 19k | 184.33 | |
| Parker-Hannifin Corporation (PH) | 1.9 | $3.3M | 5.5k | 607.83 | |
| D R S Technologies (DRS) | 1.9 | $3.3M | 101k | 32.88 | |
| Alphabet Inc Class A cs (GOOGL) | 1.8 | $3.1M | 20k | 154.64 | |
| Badger Meter (BMI) | 1.6 | $2.8M | 15k | 190.24 | |
| Intuitive Surgical (ISRG) | 1.6 | $2.8M | 5.6k | 495.27 | |
| Aercap Holdings Nv Ord Cmn (AER) | 1.5 | $2.6M | 26k | 102.17 | |
| Cellebrite Di Ltd Ordinary Shares (CLBT) | 1.5 | $2.5M | 131k | 19.43 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.4 | $2.5M | 5.1k | 484.82 | |
| Pepsi (PEP) | 1.3 | $2.3M | 15k | 149.94 | |
| Arm Holdings (ARM) | 1.3 | $2.2M | 21k | 106.79 | |
| Vanguard Information Technology ETF (VGT) | 1.2 | $2.0M | 3.7k | 542.41 | |
| Union Pacific Corporation (UNP) | 1.1 | $1.9M | 8.1k | 236.23 | |
| Analog Devices (ADI) | 1.1 | $1.9M | 9.4k | 201.68 | |
| Spotify Technology Sa (SPOT) | 1.1 | $1.8M | 3.3k | 550.03 | |
| Uber Technologies (UBER) | 1.0 | $1.8M | 24k | 72.86 | |
| Deckers Outdoor Corporation (DECK) | 0.7 | $1.2M | 11k | 111.81 | |
| Procter & Gamble Company (PG) | 0.7 | $1.1M | 6.6k | 170.42 | |
| McCormick & Company, Incorporated (MKC) | 0.4 | $626k | 7.6k | 82.31 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.3 | $599k | 1.2k | 513.75 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.3 | $534k | 4.1k | 128.96 | |
| MGE Energy (MGEE) | 0.3 | $471k | 5.1k | 92.95 | |
| Vanguard Consumer Staples ETF (VDC) | 0.2 | $406k | 1.9k | 218.82 | |
| MasterCard Incorporated (MA) | 0.2 | $378k | 689.00 | 548.09 | |
| Vanguard Mid-Cap ETF (VO) | 0.2 | $369k | 1.4k | 258.59 | |
| Brixmor Prty (BRX) | 0.2 | $328k | 12k | 26.55 | |
| Abbvie (ABBV) | 0.1 | $211k | 1.0k | 209.47 | |
| Stryker Corporation (SYK) | 0.1 | $198k | 533.00 | 371.95 | |
| Kkr & Co (KKR) | 0.1 | $189k | 1.6k | 115.61 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $183k | 2.2k | 82.74 | |
| Bristol Myers Squibb (BMY) | 0.1 | $168k | 2.7k | 61.00 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $145k | 528.00 | 274.94 | |
| Walt Disney Company (DIS) | 0.1 | $142k | 1.4k | 98.69 | |
| Iron Mountain (IRM) | 0.1 | $142k | 1.7k | 86.02 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $124k | 1.0k | 118.88 | |
| Wal-Mart Stores (WMT) | 0.1 | $121k | 1.4k | 87.77 | |
| Merck & Co (MRK) | 0.1 | $120k | 1.3k | 89.74 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $118k | 1.5k | 78.91 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $114k | 1.5k | 78.31 | |
| Carlyle Group (CG) | 0.1 | $97k | 2.2k | 43.59 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $87k | 174.00 | 498.92 | |
| Essential Utils (WTRG) | 0.0 | $79k | 2.0k | 39.53 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $79k | 248.00 | 317.71 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $77k | 553.00 | 139.70 | |
| SPDR DJ Wilshire Mid Cap Value (MDYV) | 0.0 | $75k | 970.00 | 77.01 | |
| Waste Management (WM) | 0.0 | $74k | 319.00 | 231.42 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $68k | 277.00 | 245.59 | |
| Phillips 66 (PSX) | 0.0 | $68k | 549.00 | 123.50 | |
| Altria (MO) | 0.0 | $60k | 998.00 | 60.05 | |
| Fastenal Company (FAST) | 0.0 | $60k | 769.00 | 77.54 | |
| Tesla Motors (TSLA) | 0.0 | $57k | 220.00 | 259.16 | |
| Schwab Strategic Tr schwab fdt us bm (FNDB) | 0.0 | $55k | 2.4k | 23.01 | |
| Public Service Enterprise (PEG) | 0.0 | $55k | 669.00 | 82.25 | |
| Illinois Tool Works (ITW) | 0.0 | $55k | 220.00 | 248.09 | |
| Schwab Strategic Tr sht tm us tres (SCHO) | 0.0 | $52k | 2.1k | 24.34 | |
| ConocoPhillips (COP) | 0.0 | $50k | 476.00 | 105.02 | |
| Mondelez Int (MDLZ) | 0.0 | $50k | 734.00 | 67.84 | |
| Danaher Corporation (DHR) | 0.0 | $46k | 227.00 | 204.58 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $45k | 551.00 | 81.74 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $43k | 195.00 | 222.13 | |
| iShares S&P 500 Index (IVV) | 0.0 | $39k | 69.00 | 558.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $38k | 229.00 | 165.87 | |
| SPDR S&P Dividend (SDY) | 0.0 | $38k | 277.00 | 135.55 | |
| Xcel Energy (XEL) | 0.0 | $37k | 519.00 | 70.76 | |
| Entergy Corporation (ETR) | 0.0 | $35k | 413.00 | 85.51 | |
| Cisco Systems (CSCO) | 0.0 | $34k | 544.00 | 61.73 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $33k | 447.00 | 73.40 | |
| At&t (T) | 0.0 | $31k | 1.1k | 28.29 | |
| Pfizer (PFE) | 0.0 | $29k | 1.2k | 25.34 | |
| Technology SPDR (XLK) | 0.0 | $29k | 140.00 | 207.17 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $25k | 500.00 | 50.79 | |
| California Water Service (CWT) | 0.0 | $25k | 524.00 | 48.46 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $25k | 500.00 | 50.21 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $24k | 1.0k | 23.17 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $23k | 75.00 | 308.28 | |
| Nextera Energy (NEE) | 0.0 | $22k | 303.00 | 70.83 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $21k | 59.00 | 362.22 | |
| Spdr Ser Tr msci usa qual (QUS) | 0.0 | $21k | 134.00 | 156.69 | |
| Netflix (NFLX) | 0.0 | $21k | 22.00 | 932.55 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $20k | 75.00 | 263.57 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $20k | 376.00 | 51.79 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $19k | 98.00 | 196.61 | |
| General Mills (GIS) | 0.0 | $18k | 298.00 | 59.84 | |
| Southern Company (SO) | 0.0 | $17k | 189.00 | 92.11 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $17k | 355.00 | 48.78 | |
| New York Mortgage Tr (ADAM) | 0.0 | $17k | 2.6k | 6.49 | |
| salesforce (CRM) | 0.0 | $16k | 60.00 | 269.87 | |
| Simpson Manufacturing (SSD) | 0.0 | $16k | 102.00 | 157.67 | |
| Hubspot (HUBS) | 0.0 | $15k | 27.00 | 571.30 | |
| Vanguard Value ETF (VTV) | 0.0 | $15k | 89.00 | 172.80 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.0 | $15k | 542.00 | 27.98 | |
| Zimmer Holdings (ZBH) | 0.0 | $15k | 130.00 | 113.28 | |
| Ford Motor Company (F) | 0.0 | $15k | 1.4k | 10.03 | |
| Franklin Templeton Etf Tr ftse australia (FLAU) | 0.0 | $14k | 518.00 | 27.64 | |
| Calix (CALX) | 0.0 | $14k | 400.00 | 35.44 | |
| Ishares Msci United Kingdom Index etf (EWU) | 0.0 | $14k | 376.00 | 37.47 | |
| Alpha Tau Medical (DRTS) | 0.0 | $14k | 5.6k | 2.51 | |
| SPDR S&P World ex-US (SPDW) | 0.0 | $14k | 382.00 | 36.43 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $14k | 80.00 | 170.32 | |
| Broadcom (AVGO) | 0.0 | $14k | 80.00 | 168.46 | |
| Comcast Corporation (CMCSA) | 0.0 | $13k | 364.00 | 36.90 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $13k | 177.00 | 75.58 | |
| Verisk Analytics (VRSK) | 0.0 | $13k | 44.00 | 297.32 | |
| Chevron Corporation (CVX) | 0.0 | $12k | 72.00 | 166.72 | |
| Keurig Dr Pepper (KDP) | 0.0 | $11k | 313.00 | 34.19 | |
| Ishr Msci Singapore (EWS) | 0.0 | $11k | 450.00 | 23.76 | |
| Church & Dwight (CHD) | 0.0 | $9.9k | 90.00 | 110.39 | |
| MercadoLibre (MELI) | 0.0 | $9.8k | 5.00 | 1951.00 | |
| Nike (NKE) | 0.0 | $9.4k | 148.00 | 63.44 | |
| Booking Holdings (BKNG) | 0.0 | $9.3k | 2.00 | 4656.00 | |
| UnitedHealth (UNH) | 0.0 | $8.3k | 16.00 | 516.19 | |
| Constellation Energy (CEG) | 0.0 | $8.1k | 40.00 | 202.30 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $7.8k | 157.00 | 49.87 | |
| Cigna Corp (CI) | 0.0 | $7.6k | 23.00 | 332.26 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $7.6k | 60.00 | 126.23 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $7.5k | 83.00 | 90.78 | |
| O'reilly Automotive (ORLY) | 0.0 | $7.2k | 5.00 | 1432.60 | |
| Unilever (UL) | 0.0 | $6.8k | 115.00 | 59.54 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.0 | $6.8k | 101.00 | 67.78 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $6.7k | 310.00 | 21.51 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.0 | $6.5k | 67.00 | 96.99 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $6.4k | 232.00 | 27.57 | |
| Servicenow (NOW) | 0.0 | $6.4k | 8.00 | 796.25 | |
| Exelon Corporation (EXC) | 0.0 | $6.3k | 137.00 | 45.96 | |
| Amphenol Corporation (APH) | 0.0 | $6.0k | 92.00 | 65.75 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $6.0k | 58.00 | 103.47 | |
| Amgen (AMGN) | 0.0 | $5.7k | 18.00 | 316.39 | |
| Williams Companies (WMB) | 0.0 | $5.6k | 94.00 | 59.50 | |
| Lowe's Companies (LOW) | 0.0 | $5.6k | 24.00 | 232.42 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $5.1k | 66.00 | 78.00 | |
| Paychex (PAYX) | 0.0 | $5.0k | 32.00 | 156.34 | |
| Copart (CPRT) | 0.0 | $5.0k | 88.00 | 56.59 | |
| Fidelity msci info tech i (FTEC) | 0.0 | $4.9k | 30.00 | 161.67 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $4.8k | 7.00 | 683.29 | |
| Shopify Inc cl a (SHOP) | 0.0 | $4.8k | 50.00 | 95.48 | |
| Ansys (ANSS) | 0.0 | $4.7k | 15.00 | 316.60 | |
| Affirm Hldgs (AFRM) | 0.0 | $4.5k | 100.00 | 45.19 | |
| Pure Storage Inc - Class A (PSTG) | 0.0 | $4.4k | 100.00 | 44.27 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $4.3k | 74.00 | 58.26 | |
| Tyler Technologies (TYL) | 0.0 | $4.1k | 7.00 | 581.43 | |
| Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.0 | $4.1k | 41.00 | 99.07 | |
| Biogen Idec (BIIB) | 0.0 | $4.0k | 29.00 | 136.86 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $3.9k | 96.00 | 40.74 | |
| Cardinal Health (CAH) | 0.0 | $3.5k | 25.00 | 138.36 | |
| Etsy (ETSY) | 0.0 | $3.1k | 65.00 | 47.18 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $2.9k | 132.00 | 22.08 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $2.9k | 28.00 | 102.86 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.0 | $2.8k | 16.00 | 174.06 | |
| Mongodb Inc. Class A (MDB) | 0.0 | $2.6k | 15.00 | 175.40 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.0 | $2.2k | 27.00 | 80.37 | |
| Unity Software (U) | 0.0 | $2.1k | 109.00 | 19.60 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $2.1k | 18.00 | 117.72 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $2.1k | 105.00 | 19.76 | |
| Vanguard Industrials ETF (VIS) | 0.0 | $2.0k | 8.00 | 249.25 | |
| Globant S A (GLOB) | 0.0 | $1.8k | 15.00 | 117.73 | |
| Franklin Electric (FELE) | 0.0 | $1.7k | 18.00 | 94.17 | |
| Franklin Templeton Etf Tr frankln swzlnd (FLSW) | 0.0 | $1.1k | 32.00 | 35.75 | |
| Ge Vernova (GEV) | 0.0 | $915.999900 | 3.00 | 305.33 | |
| Square Inc cl a (XYZ) | 0.0 | $272.000000 | 5.00 | 54.40 | |
| Lucid Group | 0.0 | $242.000000 | 100.00 | 2.42 | |
| Cronos Group (CRON) | 0.0 | $181.000000 | 100.00 | 1.81 | |
| Warner Bros. Discovery (WBD) | 0.0 | $33.000000 | 3.00 | 11.00 | |
| Canopy Growth CORP (CGC) | 0.0 | $2.000000 | 2.00 | 1.00 |
