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Tower View Wealth Management LLC

Q2 2024 Holdings

Filed 2024-07-26 | 183 holdings | $174.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
ELI Lilly & Co(LLY)COM532457108$9.1M10,0785.2%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)COM874039100$8.0M46,0244.6%
Microsoft Corp(MSFT)COM594918104$7.9M17,5814.5%
Nvidia Corporation(NVDA)COM67066G104$6.7M53,9603.8%
Marsh & Mclennan COS Inc(MRSH)COM571748102$6.5M30,6903.7%
Costco Whsl Corp New(COST)COM22160K105$5.8M6,8663.4%
Home Depot Inc(HD)COM437076102$5.5M15,9253.1%
Vanguard Index FDS Growth ETF(VUG)COM922908736$5.4M14,4383.1%
Amazon COM Inc(AMZN)COM023135106$5.4M27,8543.1%
Asml Holding N V N Y Registry SHS(ASML)COMN07059210$5.2M5,0403.0%
Caterpillar Inc(CAT)COM149123101$5.0M15,0162.9%
Visa Inc COM CL A(V)COM92826C839$4.8M18,3752.8%
Alphabet Inc Cap STK CL C(GOOG)COM02079K107$4.8M26,2052.8%
Unitedhealth Group Inc(UNH)COM91324P102$4.8M9,3632.7%
Nova LTD COM(NVMI)COMM7516K103$4.6M19,5432.6%
Spdr S&P 500 ETF TR TR Unit(SPY)COM78462F103$4.6M8,4072.6%
Union PAC Corp(UNP)COM907818108$4.5M19,7442.6%
Canadian Pacific Kansas City(CP)COM13646K108$4.0M51,4202.3%
Vanguard Index FDS SML CP GRW ETF(VBK)COM922908595$3.8M15,1632.2%
Carrier Global Corporation(CARR)COM14448C104$3.7M59,4062.2%
Alphabet Inc Cap STK CL A(GOOGL)COM02079K305$3.5M19,4012.0%
Vanguard Specialized Funds DIV APP ETF(VIG)COM921908844$3.5M19,3402.0%
Novo-Nordisk A S ADR(NVO)COM670100205$3.3M23,4601.9%
Quanta Svcs Inc(PWR)COM74762E102$3.1M12,1761.8%
Qualcomm Inc(QCOM)COM747525103$3.0M15,0741.7%
Mcdonalds Corp(MCD)COM580135101$2.9M11,3851.7%
Badger Meter Inc(BMI)COM056525108$2.8M14,9281.6%
Pepsico Inc(PEP)COM713448108$2.7M16,5151.6%
Analog Devices Inc(ADI)COM032654105$2.6M11,3291.5%
Leonardo DRS Inc(DRS)COM52661A108$2.6M101,2741.5%
Intuitive Surgical Inc COM New(ISRG)COM46120E602$2.6M5,7481.5%
Tesla Inc(TSLA)COM88160R101$2.5M12,8011.5%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)COM78467Y107$2.4M4,5531.4%
Regeneron Pharmaceuticals(REGN)COM75886F107$2.4M2,3111.4%
ARM Holdings PLC Sponsored ADS(ARM)COM042068205$2.3M14,1601.3%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$2.3M4,8071.3%
Spdr SER TR Portfolio S&p500(SPYM)COM78464A854$2.0M31,1151.1%
Vanguard World FD INF Tech ETF(VGT)COM92204A702$2.0M3,4441.1%
Cellebrite DI LTD Ordinary Shares(CLBT)COMM2197Q107$1.5M129,1470.9%
Vanguard World FD Health CAR ETF(VHT)COM92204A504$1.5M5,7570.9%
Advanced Micro Devices Inc(AMD)COM007903107$1.5M9,4280.9%
Procter and Gamble Co(PG)COM742718109$1.4M8,3790.8%
Aerovironment Inc(AVAV)COM008073108$1.3M7,2780.8%
Mccormick & Co Inc COM NON VTG(MKC)COM579780206$656.3K9,2520.4%
Vanguard Index FDS S&P 500 ETF SHS(VOO)COM922908363$613.8K1,2270.4%
Canadian NAT RES LTD(CNQ)COM136385101$570.7K16,0300.3%
Vanguard Whitehall FDS High DIV YLD(VYM)COM921946406$476.9K4,0210.3%
Vanguard World FD Consum STP ETF(VDC)COM92204A207$392.9K1,9350.2%
MGE Energy Inc(MGEE)COM55277P104$386.4K5,1710.2%
Vanguard Index FDS Mid Cap ETF(VO)COM922908629$340.2K1,4050.2%
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