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Tower View Wealth Management LLC

Q1 2026 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Brixmor Ppty Group Inc(BRX)COM11120U105$394.2K13,6860.2%
Vanguard Index FDS Mid Cap ETF(VO)COM922908629$408.1K1,4210.2%
Exxon Mobil Corp(XOM)COM30231G102$439.5K2,5910.2%
State STR Spdr S&P Midcap 40 Utser1 S&pdcrp(MDY)COM78467Y107$585.1K9490.3%
Vanguard Whitehall FDS High DIV YLD(VYM)COM921946406$587.1K3,9640.3%
Micron Technology Inc(MU)COM595112103$624.3K1,8480.3%
Carrier Global Corporation(CARR)COM14448C104$648.7K11,5200.3%
Vanguard Index FDS S&P 500 ETF SHS(VOO)COM922908363$714.7K1,1960.4%
Pepsico Inc(PEP)COM713448108$764.2K4,9210.4%
Union PAC Corp(UNP)COM907818108$1.1M4,5300.6%
Oracle Corp(ORCL)COM68389X105$1.2M8,1160.6%
Baidu Inc Spon ADR REP A(BIDUN)COM056752108$1.3M11,4950.7%
Abbvie Inc(ABBV)COM00287Y109$1.3M5,9010.7%
Advanced Micro Devices Inc(AMD)COM007903107$1.4M6,7050.7%
Walmart Inc(WMT)COM931142103$1.4M11,4070.7%
Cisco SYS Inc(CSCO)COM17275R102$1.5M18,7500.7%
LAM Research Corp(LRCX)COM512807306$1.5M7,1700.8%
Netflix Inc.(NFLX)COM64110L106$1.6M16,1870.8%
United Therapeutics Corp del(UTHR)COM91307C102$1.6M2,7330.8%
Marsh & Mclennan COS Inc(MRSH)COM571748102$1.7M9,9810.9%
Goldman Sachs Group Inc(GS)COM38141G104$1.8M2,0700.9%
Amphenol Corp CL A(APH)COM032095101$2.1M16,9881.1%
Home Depot Inc(HD)COM437076102$2.4M7,2041.2%
Spotify Technology S A SHS(SPOT)COML8681T102$2.4M4,9061.2%
Vanguard World FD INF Tech ETF(VGT)COM92204A702$2.5M3,5231.3%
Intuitive Surgical Inc(ISRG)COM46120E602$2.6M5,6721.3%
ARM Holdings PLC Sponsored ADS(ARM)COM042068205$2.7M17,6951.4%
Vanguard Index FDS Mcap GR Idxvip(VOT)COM922908538$2.7M10,6421.4%
Broadcom Inc(AVGO)COM11135F101$2.8M9,0861.4%
Analog Devices Inc(ADI)COM032654105$2.8M8,8581.4%
JPMorgan Chase & Co(JPM)COM46625H100$2.9M9,7571.5%
Eaton Corp PLC SHS(ETN)COMG29183103$2.9M8,2201.5%
Vanguard Index FDS SML CP GRW ETF(VBK)COM922908595$3.0M9,9731.5%
Ishares Inc Msci STH KOR ETF(EWY)COM464286772$3.4M27,8481.8%
Mcdonalds Corp(MCD)COM580135101$3.6M11,6031.9%
Leonardo DRS Inc(DRS)COM52661A108$4.1M91,3812.1%
Vanguard Specialized Funds DIV APP ETF(VIG)COM921908844$4.2M19,7382.2%
Philip Morris Intl Inc(PM)COM718172109$4.5M27,2942.3%
Parker-Hannifin Corp(PH)COM701094104$4.9M5,4492.5%
Garmin LTD SHS(GRMN)COMH2906T109$4.9M21,1852.5%
State STR Spdr S&P 500 ETF T TR Unit(SPY)COM78462F103$5.1M7,9092.6%
Alphabet Inc Cap STK CL A(GOOGL)COM02079K305$5.3M18,4902.7%
Visa Inc CL A(V)COM92826C839$5.6M18,6192.9%
Amazon COM Inc(AMZN)COM023135106$6.2M29,6923.2%
Nova LTD(NVMI)COMM7516K103$6.2M14,2563.2%
Costco Wholesale Corporation(COST)COM22160K105$6.5M6,5353.3%
Microsoft Corp(MSFT)COM594918104$6.7M17,9983.4%
Quanta Svcs Inc(PWR)COM74762E102$7.1M12,9243.6%
Alphabet Inc Cap STK CL C(GOOG)COM02079K107$7.4M25,7583.8%
Vanguard Index FDS Growth ETF(VUG)COM922908736$7.8M17,8384.0%
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