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Tower View Wealth Management LLC

Q1 2025 Holdings

Filed 2025-04-22 | 186 holdings | $171.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
ELI Lilly & Co(LLY)COM532457108$8.3M10,0564.8%
Marsh & Mclennan COS Inc(MRSH)COM571748102$7.5M30,6264.4%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)COM874039100$7.3M43,8404.2%
Microsoft Corp(MSFT)COM594918104$6.7M17,8163.9%
Vanguard Index FDS Growth ETF(VUG)COM922908736$6.6M17,9073.9%
Spdr SER TR Portfolio S&p500(SPYM)COM78464A854$6.5M99,5483.8%
Costco Whsl Corp New(COST)COM22160K105$6.4M6,7953.7%
Visa Inc COM CL A(V)COM92826C839$6.4M18,2703.7%
Nvidia Corporation(NVDA)COM67066G104$5.7M52,5823.3%
Home Depot Inc(HD)COM437076102$5.7M15,5253.3%
Amazon COM Inc(AMZN)COM023135106$5.4M28,5573.2%
Spdr S&P 500 ETF TR TR Unit(SPY)COM78462F103$4.6M8,2272.7%
Goldman Sachs Group Inc(GS)COM38141G104$4.5M8,2972.6%
Quanta Svcs Inc(PWR)COM74762E102$4.2M16,5132.4%
Garmin LTD SHS(GRMN)COMH2906T109$4.2M19,2932.4%
Philip Morris Intl Inc(PM)COM718172109$4.2M26,2012.4%
Alphabet Inc Cap STK CL C(GOOG)COM02079K107$4.0M25,8682.4%
Asml Holding N V N Y Registry SHS(ASML)COMN07059210$3.9M5,8582.3%
Vanguard Specialized Funds DIV APP ETF(VIG)COM921908844$3.8M19,5312.2%
Carrier Global Corporation(CARR)COM14448C104$3.8M59,6012.2%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)COM78467Y107$3.7M7,0192.2%
Vanguard Index FDS SML CP GRW ETF(VBK)COM922908595$3.7M14,5462.1%
Mcdonalds Corp(MCD)COM580135101$3.6M11,5652.1%
Nova LTD(NVMI)COMM7516K103$3.6M19,3502.1%
Parker-Hannifin Corp(PH)COM701094104$3.3M5,4761.9%
Leonardo DRS Inc(DRS)COM52661A108$3.3M100,4651.9%
Alphabet Inc Cap STK CL A(GOOGL)COM02079K305$3.1M19,8531.8%
Badger Meter Inc(BMI)COM056525108$2.8M14,6731.6%
Intuitive Surgical Inc(ISRG)COM46120E602$2.8M5,6281.6%
Aercap Holdings NV SHS(AER)COMN00985106$2.6M25,6661.5%
Cellebrite DI LTD Ordinary Shares(CLBT)COMM2197Q107$2.5M130,9551.5%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$2.5M5,1301.4%
Pepsico Inc(PEP)COM713448108$2.3M15,0721.3%
ARM Holdings PLC Sponsored ADS(ARM)COM042068205$2.2M20,5691.3%
Vanguard World FD INF Tech ETF(VGT)COM92204A702$2.0M3,7311.2%
Union PAC Corp(UNP)COM907818108$1.9M8,1141.1%
Analog Devices Inc(ADI)COM032654105$1.9M9,3881.1%
Spotify Technology S A SHS(SPOT)COML8681T102$1.8M3,2951.1%
Uber Technologies Inc(UBER)COM90353T100$1.8M24,4081.0%
Deckers Outdoor Corp(DECK)COM243537107$1.2M11,0310.7%
Procter and Gamble Co(PG)COM742718109$1.1M6,5530.7%
Mccormick & Co Inc COM NON VTG(MKC)COM579780206$626.1K7,6070.4%
Vanguard Index FDS S&P 500 ETF SHS(VOO)COM922908363$598.5K1,1650.3%
Vanguard Whitehall FDS High DIV YLD(VYM)COM921946406$534.4K4,1440.3%
MGE Energy Inc(MGEE)COM55277P104$470.9K5,0660.3%
Vanguard World FD Consum STP ETF(VDC)COM92204A207$406.1K1,8560.2%
Mastercard Incorporated CL A(MA)COM57636Q104$377.6K6890.2%
Vanguard Index FDS Mid Cap ETF(VO)COM922908629$369.3K1,4280.2%
Brixmor Ppty Group Inc(BRX)COM11120U105$328.1K12,3560.2%
Abbvie Inc(ABBV)COM00287Y109$211.4K1,0090.1%
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