The Analysis of Tower View Wealth Management LLC's Holdings

Currently, Tower View Wealth Management LLC holds 174 types of securities in its portfolio with a total value $193.3M. In the most recent quarter, they have increased their positions in APH (+16.8K shares, valued at $2.1M), HDB (+55.8K shares, valued at $1.9M), NFLX (+1.4K shares, valued at $1.6M); decreased their positions in VBK (-1.9K shares, valued at $553.3K), DHR (-972 shares, valued at $192.9K), PEP (-1.3K shares, valued at $176.5K); initiated new positions in ON (+1.0K shares, valued at $49.3K), IONQ (+100 shares, valued at $6.2K), JOBY (+300 shares, valued at $4.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS42.8K shares-0.58%2025-09-302025-10-16

NVDA NVIDIA CORPORATION52.4K shares-0.34%2025-09-302025-10-16

MSFT MICROSOFT CORP18.3K shares0.18%2025-09-302025-10-16

SPYM SPDR SERIES TRUST PORTFOLIO S&P500111.5K shares4.84%2025-09-302025-10-16

LLY ELI LILLY & CO10.2K shares1.11%2025-09-302025-10-16

VUG VANGUARD INDEX FDS GROWTH ETF16.0K shares1.64%2025-09-302025-10-16

GOOG ALPHABET INC CAP STK CL C27.6K shares-0.01%2025-09-302025-10-16

HD HOME DEPOT INC16.3K shares0.72%2025-09-302025-10-16

Sponsored

PWR QUANTA SVCS INC15.9K shares0.25%2025-09-302025-10-16

AMZN AMAZON COM INC30.0K shares-0.24%2025-09-302025-10-16

V VISA INC CL A19.1K shares0.16%2025-09-302025-10-16

COST COSTCO WHSL CORP NEW6.8K shares1.22%2025-09-302025-10-16

MMC MARSH & MCLENNAN COS INC31.1K shares1.12%2025-09-302025-10-16

NVMI NOVA LTD19.6K shares0.84%2025-09-302025-10-16

PM PHILIP MORRIS INTL INC35.8K shares1.77%2025-09-302025-10-16

GRMN GARMIN LTD SHS22.1K shares1.25%2025-09-302025-10-16

Sponsored

SPY SPDR S&P 500 ETF TR TR UNIT8.0K shares-1.93%2025-09-302025-10-16

GOOGL ALPHABET INC CAP STK CL A19.9K shares0.23%2025-09-302025-10-16

PH PARKER-HANNIFIN CORP5.7K shares1.20%2025-09-302025-10-16

DRS LEONARDO DRS INC94.3K shares0.92%2025-09-302025-10-16

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF19.8K shares1.14%2025-09-302025-10-16

CARR CARRIER GLOBAL CORPORATION61.8K shares3.43%2025-09-302025-10-16

MCD MCDONALDS CORP11.9K shares1.13%2025-09-302025-10-16

SPOT SPOTIFY TECHNOLOGY S A SHS5.0K shares1.94%2025-09-302025-10-16

Sponsored

VBK VANGUARD INDEX FDS SML CP GRW ETF11.0K shares-14.51%2025-09-302025-10-16

VOT VANGUARD INDEX FDS MCAP GR IDXVIP10.6K shares12.98%2025-09-302025-10-16

HDB HDFC BANK LTD SPONSORED ADS88.6K shares170.36%2025-09-302025-10-16

ARM ARM HOLDINGS PLC SPONSORED ADS21.3K shares2.13%2025-09-302025-10-16

BMI BADGER METER INC15.5K shares5.21%2025-09-302025-10-16

ISRG INTUITIVE SURGICAL INC COM NEW5.8K shares3.41%2025-09-302025-10-16

VGT VANGUARD WORLD FD INF TECH ETF3.5K shares1.55%2025-09-302025-10-16

ADI ANALOG DEVICES INC9.1K shares-0.76%2025-09-302025-10-16

Sponsored

APH AMPHENOL CORP NEW CL A16.9K shares18223.91%2025-09-302025-10-16

UNP UNION PAC CORP7.5K shares-2.52%2025-09-302025-10-16

NFLX NETFLIX INC1.4K shares6181.82%2025-09-302025-10-16

PEP PEPSICO INC8.0K shares-13.54%2025-09-302025-10-16

PG PROCTER AND GAMBLE CO6.1K shares-3.55%2025-09-302025-10-16

VOO VANGUARD INDEX FDS S&P 500 ETF SHS1.1K shares-0.18%2025-09-302025-10-16

MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP997 shares-21.06%2025-09-302025-10-16

VYM VANGUARD WHITEHALL FDS HIGH DIV YLD3.8K shares-4.92%2025-09-302025-10-16

Sponsored

BRX BRIXMOR PPTY GROUP INC15.9K shares-11.19%2025-09-302025-10-16

MGEE MGE ENERGY INC5.2K shares1.12%2025-09-302025-10-16

VO VANGUARD INDEX FDS MID CAP ETF1.4K shares-1.19%2025-09-302025-10-16

MA MASTERCARD INCORPORATED CL A704 shares1.29%2025-09-302025-10-16

MKC MCCORMICK & CO INC NON VTG6.0K shares-21.70%2025-09-302025-10-16

VDC VANGUARD WORLD FD CONSUM STP ETF1.8K shares-3.37%2025-09-302025-10-16

XOM EXXON MOBIL CORP2.5K shares-7.22%2025-09-302025-10-16

ORCL ORACLE CORP896 shares0.00%2025-09-302025-10-16

Sponsored

ADP AUTOMATIC DATA PROCESSING IN848 shares0.00%2025-09-302025-10-16

JNJ JOHNSON & JOHNSON1.3K shares-23.54%2025-09-302025-10-16

BLK BLACKROCK INC200 shares0.00%2025-09-302025-10-16

KKR KKR & CO INC1.6K shares0.18%2025-09-302025-10-16

ABBV ABBVIE INC903 shares-11.30%2025-09-302025-10-16

SYK STRYKER CORPORATION535 shares0.19%2025-09-302025-10-16

NEE NEXTERA ENERGY INC2.6K shares-39.29%2025-09-302025-10-16

SCHW SCHWAB CHARLES CORP2.0K shares-13.90%2025-09-302025-10-16

Sponsored

DIS DISNEY WALT CO1.6K shares12.27%2025-09-302025-10-16

TXN TEXAS INSTRS INC1.0K shares-24.24%2025-09-302025-10-16

VTI VANGUARD INDEX FDS TOTAL STK MKT530 shares0.38%2025-09-302025-10-16

IRM IRON MTN INC DEL1.7K shares0.78%2025-09-302025-10-16

CG CARLYLE GROUP INC2.2K shares0.54%2025-09-302025-10-16

CME CME GROUP INC494 shares0.00%2025-09-302025-10-16

SHY ISHARES TR 1 3 YR TREAS BD1.6K shares-29.38%2025-09-302025-10-16

WMT WALMART INC1.2K shares-10.32%2025-09-302025-10-16

Sponsored

CAT CATERPILLAR INC265 shares0.00%2025-09-302025-10-16

BMY BRISTOL-MYERS SQUIBB CO2.8K shares1.14%2025-09-302025-10-16

BSV VANGUARD BD INDEX FDS SHORT TRM BOND1.5K shares1.02%2025-09-302025-10-16

VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD1.5K shares1.11%2025-09-302025-10-16

MRK MERCK & CO INC1.4K shares0.97%2025-09-302025-10-16

GWW GRAINGER W W INC106 shares0.00%2025-09-302025-10-16

TSLA TESLA INC220 shares0.00%2025-09-302025-10-16

BX BLACKSTONE INC560 shares0.72%2025-09-302025-10-16

Sponsored

IWV ISHARES TR RUSSELL 3000 ETF239 shares0.00%2025-09-302025-10-16

JPM JPMORGAN CHASE & CO.280 shares0.36%2025-09-302025-10-16

MDYV SPDR SERIES TRUST S&P 400 MDCP VAL979 shares0.41%2025-09-302025-10-16

PSX PHILLIPS 66560 shares0.90%2025-09-302025-10-16

GS GOLDMAN SACHS GROUP INC89 shares0.00%2025-09-302025-10-16

MO ALTRIA GROUP INC1.0K shares1.67%2025-09-302025-10-16

TMO THERMO FISHER SCIENTIFIC INC123 shares-29.71%2025-09-302025-10-16

ITW ILLINOIS TOOL WKS INC223 shares-70.77%2025-09-302025-10-16

Sponsored

WTRG ESSENTIAL UTILS INC1.4K shares-33.22%2025-09-302025-10-16

ON ON SEMICONDUCTOR CORP1.0K sharesnew addition2025-09-302025-10-16

MDLZ MONDELEZ INTL INC CL A744 shares0.68%2025-09-302025-10-16

PEG PUBLIC SVC ENTERPRISE GRP IN557 shares-17.36%2025-09-302025-10-16

COP CONOCOPHILLIPS484 shares-74.46%2025-09-302025-10-16

DHR DANAHER CORPORATION227 shares-81.07%2025-09-302025-10-16

XLP SELECT SECTOR SPDR TR SBI CONS STPLS559 shares0.72%2025-09-302025-10-16

XEL XCEL ENERGY INC527 shares0.76%2025-09-302025-10-16

Sponsored

IVV ISHARES TR CORE S&P500 ETF62 shares-10.14%2025-09-302025-10-16

VB VANGUARD INDEX FDS SMALL CP ETF155 shares0.00%2025-09-302025-10-16

ETR ENTERGY CORP NEW413 shares0.00%2025-09-302025-10-16

CSCO CISCO SYS INC551 shares0.55%2025-09-302025-10-16

XLK SELECT SECTOR SPDR TR TECHNOLOGY121 shares-14.18%2025-09-302025-10-16

UTHR UNITED THERAPEUTICS CORP DEL75 shares0.00%2025-09-302025-10-16

T AT&T INC1.1K shares1.01%2025-09-302025-10-16

PFE PFIZER INC1.2K shares1.78%2025-09-302025-10-16

Sponsored

SDY SPDR SERIES TRUST S&P DIVID ETF214 shares0.94%2025-09-302025-10-16

IWF ISHARES TR RUS 1000 GRW ETF59 shares0.00%2025-09-302025-10-16

BND VANGUARD BD INDEX FDS TOTAL BND MRKT361 shares0.84%2025-09-302025-10-16

AVGO BROADCOM INC81 shares0.00%2025-09-302025-10-16

FNDB SCHWAB STRATEGIC TR FUNDAMENTAL US B1.0K shares-58.16%2025-09-302025-10-16

WM WASTE MGMT INC DEL116 shares-63.75%2025-09-302025-10-16

DRTS ALPHA TAU MEDICAL LTD ORDINARY SHARES5.6K shares0.00%2025-09-302025-10-16

CALX CALIX INC400 shares0.00%2025-09-302025-10-16

Sponsored

XLY SELECT SECTOR SPDR TR SBI CONS DISCR98 shares0.00%2025-09-302025-10-16

SCHO SCHWAB STRATEGIC TR SHT TM US TRES881 shares1.03%2025-09-302025-10-16

EWL ISHARES INC MSCI SWITZERLAND383 shares0.00%2025-09-302025-10-16

CMG CHIPOTLE MEXICAN GRILL INC500 shares0.00%2025-09-302025-10-16

VHT VANGUARD WORLD FD HEALTH CAR ETF75 shares0.00%2025-09-302025-10-16

SO SOUTHERN CO192 shares0.52%2025-09-302025-10-16

F FORD MTR CO1.5K shares1.29%2025-09-302025-10-16

SSD SIMPSON MFG INC103 shares0.00%2025-09-302025-10-16

Sponsored

SPDW SPDR INDEX SHS FDS PORTFOLIO DEVLPD389 shares0.00%2025-09-302025-10-16

EWU ISHARES TR MSCI UK ETF NEW384 shares0.00%2025-09-302025-10-16

IEFA ISHARES TR CORE MSCI EAFE180 shares0.00%2025-09-302025-10-16

VPU VANGUARD WORLD FD UTILITIES ETF81 shares1.25%2025-09-302025-10-16

VTV VANGUARD INDEX FDS VALUE ETF81 shares0.00%2025-09-302025-10-16

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ553 shares0.91%2025-09-302025-10-16

CRM SALESFORCE INC61 shares1.67%2025-09-302025-10-16

EWS ISHARES INC MSCI SINGPOR ETF458 shares0.00%2025-09-302025-10-16

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC130 shares0.00%2025-09-302025-10-16

MELI MERCADOLIBRE INC5 shares0.00%2025-09-302025-10-16

CMCSA COMCAST CORP NEW CL A371 shares1.09%2025-09-302025-10-16

CEG CONSTELLATION ENERGY CORP35 shares0.00%2025-09-302025-10-16

CVX CHEVRON CORP NEW73 shares-93.89%2025-09-302025-10-16

VRSK VERISK ANALYTICS INC44 shares0.00%2025-09-302025-10-16

BKNG BOOKING HOLDINGS INC2 shares0.00%2025-09-302025-10-16

QUS SPDR SERIES TRUST MSCI USA STRTGIC60 shares0.00%2025-09-302025-10-16

Sponsored

FLAU FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA305 shares0.00%2025-09-302025-10-16

IWS ISHARES TR RUS MDCP VAL ETF61 shares1.67%2025-09-302025-10-16

XLF SELECT SECTOR SPDR TR FINANCIAL153 shares0.00%2025-09-302025-10-16

SPTM SPDR SERIES TRUST PORTFOLI S&P1500101 shares0.00%2025-09-302025-10-16

KDP KEURIG DR PEPPER INC317 shares0.63%2025-09-302025-10-16

ORLY OREILLY AUTOMOTIVE INC75 shares0.00%2025-09-302025-10-16

XLC SELECT SECTOR SPDR TR COMMUNICATION68 shares0.00%2025-09-302025-10-16

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF311 shares0.00%2025-09-302025-10-16

Sponsored

SCHE SCHWAB STRATEGIC TR EMRG MKTEQ ETF232 shares0.00%2025-09-302025-10-16

VNQ VANGUARD INDEX FDS REAL ESTATE ETF84 shares0.00%2025-09-302025-10-16

KLAC KLA CORP7 shares0.00%2025-09-302025-10-16

PSTG PURE STORAGE INC CL A90 shares-10.00%2025-09-302025-10-16

SHOP SHOPIFY INC CL A SUB VTG SHS50 shares0.00%2025-09-302025-10-16

NOW SERVICENOW INC8 shares0.00%2025-09-302025-10-16

AFRM AFFIRM HLDGS INC CL A100 shares0.00%2025-09-302025-10-16

CI THE CIGNA GROUP23 shares0.00%2025-09-302025-10-16

Sponsored

FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I30 shares0.00%2025-09-302025-10-16

EXC EXELON CORP139 shares0.72%2025-09-302025-10-16

IONQ IONQ INC100 sharesnew addition2025-09-302025-10-16

WMB WILLIAMS COS INC95 shares1.06%2025-09-302025-10-16

AMGN AMGEN INC19 shares5.56%2025-09-302025-10-16

VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT87 shares1.16%2025-09-302025-10-16

ESGV VANGUARD WORLD FD ESG US STK ETF42 shares0.00%2025-09-302025-10-16

JOBY JOBY AVIATION INC300 sharesnew addition2025-09-302025-10-16

Sponsored

MDB MONGODB INC CL A15 shares0.00%2025-09-302025-10-16

SLYV SPDR SERIES TRUST S&P 600 SMCP VAL49 shares0.00%2025-09-302025-10-16

ETSY ETSY INC65 shares0.00%2025-09-302025-10-16

PAYX PAYCHEX INC33 shares0.00%2025-09-302025-10-16

BIIB BIOGEN INC29 shares0.00%2025-09-302025-10-16

CAH CARDINAL HEALTH INC25 shares0.00%2025-09-302025-10-16

CPRT COPART INC88 shares0.00%2025-09-302025-10-16

ACHR ARCHER AVIATION INC CL A400 sharesnew addition2025-09-302025-10-16

Sponsored

TYL TYLER TECHNOLOGIES INC7 shares0.00%2025-09-302025-10-16

LOW LOWES COS INC12 shares-50.00%2025-09-302025-10-16

RGTI RIGETTI COMPUTING INC100 sharesnew addition2025-09-302025-10-16

NKE NIKE INC CL B41 shares-96.94%2025-09-302025-10-16

IWP ISHARES TR RUS MD CP GR ETF18 shares0.00%2025-09-302025-10-16

QBTS D-WAVE QUANTUM INC100 sharesnew addition2025-09-302025-10-16

VIS VANGUARD WORLD FD INDUSTRIAL ETF8 shares0.00%2025-09-302025-10-16

GEV GE VERNOVA INC3 shares0.00%2025-09-302025-10-16

Sponsored

XYZ BLOCK INC CL A5 shares0.00%2025-09-302025-10-16

CRON CRONOS GROUP INC100 shares0.00%2025-09-302025-10-16

LCID LUCID GROUP INC10 sharesnew addition2025-09-302025-10-16

WBD WARNER BROS DISCOVERY INC SER A3 shares0.00%2025-09-302025-10-16

CGC CANOPY GROWTH CORP2 shares0.00%2025-09-302025-10-16

IJH ISHARES TR CORE S&P MCP ETFN/A sharesnew addition2025-09-302025-10-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available