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Tower View Wealth Management LLC

Q4 2024 Holdings

Filed 2025-02-05 | 196 holdings | $189.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)COM874039100$9.0M45,6534.8%
ELI Lilly & Co(LLY)COM532457108$7.8M10,1154.1%
Microsoft Corp(MSFT)COM594918104$7.5M17,8274.0%
Nvidia Corporation(NVDA)COM67066G104$7.2M53,3833.8%
Marsh & Mclennan COS Inc(MRSH)COM571748102$6.6M31,0993.5%
Vanguard Index FDS Growth ETF(VUG)COM922908736$6.5M15,8443.4%
Costco Whsl Corp New(COST)COM22160K105$6.3M6,9143.3%
Amazon COM Inc(AMZN)COM023135106$6.3M28,7703.3%
Home Depot Inc(HD)COM437076102$6.1M15,6673.2%
Visa Inc CL A(V)COM92826C839$5.8M18,4803.1%
Caterpillar Inc(CAT)COM149123101$5.4M14,9912.9%
Quanta Svcs Inc(PWR)COM74762E102$5.3M16,7422.8%
Alphabet Inc Cap STK CL C(GOOG)COM02079K107$5.0M26,2592.6%
Spdr S&P 500 ETF TR TR Unit(SPY)COM78462F103$4.9M8,3182.6%
Tesla Inc(TSLA)COM88160R101$4.6M11,4872.5%
Vanguard Index FDS SML CP GRW ETF(VBK)COM922908595$4.2M14,9632.2%
Asml Holding N V N Y Registry SHS(ASML)COMN07059210$4.2M5,9922.2%
Carrier Global Corporation(CARR)COM14448C104$4.1M60,6542.2%
Spdr SER TR Portfolio S&p500(SPYM)COM78464A854$4.1M59,6542.2%
Union PAC Corp(UNP)COM907818108$3.9M17,1802.1%
Nova LTD(NVMI)COMM7516K103$3.9M19,6492.0%
Vanguard Specialized Funds DIV APP ETF(VIG)COM921908844$3.8M19,4832.0%
Alphabet Inc Cap STK CL A(GOOGL)COM02079K305$3.8M20,0562.0%
Parker-Hannifin Corp(PH)COM701094104$3.5M5,4401.8%
Goldman Sachs Group Inc(GS)COM38141G104$3.4M5,9451.8%
Mcdonalds Corp(MCD)COM580135101$3.4M11,6511.8%
Garmin LTD SHS(GRMN)COMH2906T109$3.4M16,2781.8%
Leonardo DRS Inc(DRS)COM52661A108$3.3M101,0991.7%
Badger Meter Inc(BMI)COM056525108$3.2M14,9051.7%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)COM78467Y107$3.1M5,5181.7%
Intuitive Surgical Inc New(ISRG)COM46120E602$3.0M5,7081.6%
Cellebrite DI LTD Ordinary Shares(CLBT)COMM2197Q107$2.9M132,3071.5%
Aerovironment Inc(AVAV)COM008073108$2.7M17,4761.4%
Vanguard World FD INF Tech ETF(VGT)COM92204A702$2.3M3,7581.2%
Analog Devices Inc(ADI)COM032654105$2.3M10,9561.2%
Pepsico Inc(PEP)COM713448108$2.3M15,2671.2%
Novo-Nordisk A S ADR(NVO)COM670100205$2.2M25,0351.1%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$2.1M5,1321.1%
Canadian Pacific Kansas City(CP)COM13646K108$1.9M26,3221.0%
ARM Holdings PLC Sponsored ADS(ARM)COM042068205$1.8M14,6321.0%
Aercap Holdings NV SHS(AER)COMN00985106$1.8M18,7000.9%
Regeneron Pharmaceuticals(REGN)COM75886F107$1.7M2,4490.9%
Uber Technologies Inc(UBER)COM90353T100$1.4M23,9690.8%
Vanguard World FD Health CAR ETF(VHT)COM92204A504$1.4M5,6850.8%
Procter and Gamble Co(PG)COM742718109$1.1M6,7390.6%
Vanguard Index FDS S&P 500 ETF SHS(VOO)COM922908363$649.7K1,2060.3%
Mccormick & Co Inc NON VTG(MKC)COM579780206$622.4K8,1640.3%
Vanguard Whitehall FDS High DIV YLD(VYM)COM921946406$535.8K4,2000.3%
MGE Energy Inc(MGEE)COM55277P104$491.3K5,2290.3%
Canadian NAT RES LTD(CNQ)COM136385101$476.8K15,4450.3%
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