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Tower View Wealth Management LLC

Q1 2024 Holdings

Filed 2024-04-29 | 193 holdings | $170.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
ELI Lilly & Co(LLY)COM532457108$7.9M10,1004.6%
Microsoft Corp(MSFT)COM594918104$7.4M17,4764.3%
Marsh & Mclennan COS Inc(MRSH)COM571748102$6.3M30,4473.7%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)COM874039100$6.3M45,9733.7%
Home Depot Inc(HD)COM437076102$6.0M15,7113.5%
Nvidia Corporation(NVDA)COM67066G104$5.5M6,1163.2%
Caterpillar Inc(CAT)COM149123101$5.5M14,9063.2%
Visa Inc CL A(V)COM92826C839$5.1M18,3183.0%
Costco Whsl Corp New(COST)COM22160K105$4.9M6,7432.9%
Asml Holding N V N Y Registry SHS(ASML)COMN07059210$4.9M5,0282.9%
Union PAC Corp(UNP)COM907818108$4.8M19,3812.8%
Unitedhealth Group Inc(UNH)COM91324P102$4.7M9,4762.7%
Analog Devices Inc(ADI)COM032654105$4.7M23,5932.7%
Amazon COM Inc(AMZN)COM023135106$4.5M25,1372.7%
Canadian Pacific Kansas City(CP)COM13646K108$4.5M51,1752.6%
Spdr S&P 500 ETF TR TR Unit(SPY)COM78462F103$4.4M8,3802.6%
Alphabet Inc Cap STK CL C(GOOG)COM02079K107$4.0M26,1212.3%
Vanguard Index FDS SML CP GRW ETF(VBK)COM922908595$3.9M15,1272.3%
Danaher Corporation(DHR)COM235851102$3.8M15,3222.2%
Adobe Inc(ADBE)COM00724F101$3.7M7,4222.2%
Vanguard Index FDS Growth ETF(VUG)COM922908736$3.6M10,3782.1%
Vanguard Specialized Funds DIV APP ETF(VIG)COM921908844$3.5M19,2972.1%
Starbucks Corp(SBUX)COM855244109$3.5M38,5462.1%
Nova LTD COM(NVMI)COMM7516K103$3.5M19,5232.0%
Carrier Global Corporation(CARR)COM14448C104$3.4M59,2782.0%
Mcdonalds Corp(MCD)COM580135101$3.1M11,1481.8%
Alphabet Inc Cap STK CL A(GOOGL)COM02079K305$2.9M19,4211.7%
Pepsico Inc(PEP)COM713448108$2.8M16,1851.7%
Novo-Nordisk A S ADR(NVO)COM670100205$2.6M20,3151.5%
Qualcomm Inc(QCOM)COM747525103$2.5M14,9991.5%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)COM78467Y107$2.4M4,3951.4%
Badger Meter Inc(BMI)COM056525108$2.4M14,9511.4%
Intuitive Surgical Inc(ISRG)COM46120E602$2.3M5,7551.3%
Lululemon Athletica Inc(LULU)COM550021109$2.3M5,8011.3%
Leonardo DRS Inc(DRS)COM52661A108$2.2M101,1501.3%
Regeneron Pharmaceuticals(REGN)COM75886F107$2.2M2,2681.3%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$2.0M4,7741.2%
Vanguard World FD INF Tech ETF(VGT)COM92204A702$1.8M3,4281.1%
Advanced Micro Devices Inc(AMD)COM007903107$1.7M9,2431.0%
Vanguard World FD Health CAR ETF(VHT)COM92204A504$1.6M5,7590.9%
Nextracker Inc Class A(NXT)COM65290E101$1.5M26,4560.9%
Procter and Gamble Co(PG)COM742718109$1.4M8,6500.8%
Cellebrite DI LTD Ordinary Shares(CLBT)COMM2197Q107$1.3M121,6050.8%
ARM Holdings PLC Sponsored ADR(ARM)COM042068205$1.2M9,2270.7%
Mccormick & Co Inc COM NON VTG(MKC)COM579780206$746.5K9,7180.4%
Simpson MFG Inc(SSD)COM829073105$726.2K3,5390.4%
Canadian NAT RES LTD(CNQ)COM136385101$619.6K8,1180.4%
Vanguard Index FDS S&P 500 ETF SHS(VOO)COM922908363$596.6K1,2410.3%
Vanguard Whitehall FDS Intl DVD ETF(VIGI)COM921946810$476.6K5,8450.3%
Vanguard Whitehall FDS High DIV YLD(VYM)COM921946406$470.9K3,8920.3%
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