IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tower View Wealth Management LLC

Q1 2026 Holdings

Filed 2026-04-20 | 204 holdings | $194.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS Real Estate ETF(VNQ)COM922908553$35.4K3990.0%
Vanguard Index FDS SM CP VAL ETF(VBR)COM922908611$37.1K1710.0%
Alpha TAU Medical LTD Ordinary Shares(DRTS)COMM0740A108$39.4K5,5660.0%
Danaher Corp del(DHR)COM235851102$40.6K2140.0%
Vanguard Index FDS Small CP ETF(VB)COM922908751$41.1K1570.0%
Mondelez Intl Inc CL A(MDLZ)COM609207105$43.6K7570.0%
Vanguard World FD Utilities ETF(VPU)COM92204A876$46.1K2320.0%
Entergy Corp New(ETR)COM29364G103$46.4K4130.0%
Select Sector Spdr TR State Street CON(XLP)COM81369Y308$46.5K5670.0%
Blackstone Inc(BX)COM09260D107$47.3K4120.0%
Xcel Energy Inc(XEL)COM98389B100$50.4K6350.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$54.8K1120.0%
Public SVC Enterprise Group(PEG)COM744573106$55.8K6890.0%
Vanguard World FD Mega Cap VAL ETF(MGV)COM921910840$58.0K4000.0%
Illinois Tool WKS Inc(ITW)COM452308109$58.7K2260.0%
ON Semiconductor Corp(ON)COM682189105$61.9K1,0000.0%
Sysco Corp(SYY)COM871829107$64.2K9000.0%
Conocophillips(COP)COM20825C104$64.9K4920.0%
Ishares TR Expnd TEC SC ETF(IGM)COM464287549$67.0K5650.0%
Altria Group Inc(MO)COM02209S103$70.6K1,0690.0%
Fastenal Co(FAST)COM311900104$72.4K1,5600.0%
Waste Mgmt Inc del(WM)COM94106L109$74.2K3230.0%
Tesla Inc(TSLA)COM88160R101$81.8K2200.0%
Essential Utils Inc(WTRG)COM29670G102$83.5K2,0730.0%
Spdr Series Trust State Street SPD(MDYV)COM78464A839$84.1K9880.0%
Ishares TR Russell 3000 ETF(IWV)COM464287689$89.1K2400.0%
Vanguard Scottsdale FDS Shrt TRM Corp BD(VCSH)COM92206C409$96.1K1,2130.0%
Chevron Corporation(CVX)COM166764100$101.2K4890.1%
Ishares TR 1 3 YR Treas BD(SHY)COM464287457$106.1K1,2850.1%
Carlyle Group Inc(CG)COM14316J108$110.0K2,2730.1%
KKR & Co Inc(KKR)COM48251W104$116.0K1,2540.1%
WW Grainger Inc(GWW)COM384802104$122.2K1120.1%
Phillips 66(PSX)COM718546104$129.2K7090.1%
Iron MTN Inc del(IRM)COM46284V101$134.2K1,3140.1%
CME Group Inc(CME)COM12572Q105$145.9K4940.1%
Disney Walt Co(DIS)COM254687106$157.0K1,6290.1%
Merck & Co Inc(MRK)COM58933Y105$166.2K1,3810.1%
Bristol-Myers Squibb Co(BMY)COM110122108$170.5K2,8110.1%
Stryker Corporation(SYK)COM863667101$176.6K5370.1%
Vanguard Index FDS Total STK MKT(VTI)COM922908769$177.5K5530.1%
Schwab Charles Corp(SCHW)COM808513105$188.0K2,0000.1%
BlackRock Inc(BLK)COM09290D101$192.3K2000.1%
Caterpillar Inc(CAT)COM149123101$211.8K2990.1%
Nisource Inc(NI)COM65473P105$212.3K4,5500.1%
Johnson & Johnson(JNJ)COM478160104$238.8K9770.1%
Nextera Energy Inc(NEE)COM65339F101$242.2K2,6070.1%
Procter & Gamble Co(PG)COM742718109$310.1K2,1470.2%
Vanguard World FD Consum STP ETF(VDC)COM92204A207$337.1K1,5010.2%
MGE Energy Inc(MGEE)COM55277P104$337.8K4,3710.2%
Mastercard Incorporated CL A(MA)COM57636Q104$388.2K7770.2%
PreviousPage 3 of 5Next