IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tower View Wealth Management LLC

Q3 2023 Holdings

Filed 2023-10-31 | 179 holdings | $21.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Costco Whsl Corp New(COST)COM22160K105$4.2M7,50819.9%
Alphabet Inc Cap STK CL C(GOOG)COM02079K107$3.9M29,87118.4%
Adobe Inc(ADBE)COM00724F101$3.8M7,52518.0%
Amazon COM Inc(AMZN)COM023135106$3.2M25,06814.9%
Carrier Global Corporation(CARR)COM14448C104$3.1M55,83914.4%
Alphabet Inc Cap STK CL A(GOOGL)COM02079K305$2.7M20,51112.6%
Abbvie Inc(ABBV)COM00287Y109$207.0K1,3871.0%
Conocophillips(COP)COM20825C104$55.0K4590.3%
ELI Lilly & Co(LLY)COM532457108$6.5K12,1790.0%
Marsh & Mclennan COS Inc(MRSH)COM571748102$5.8K30,6020.0%
Microsoft Corp(MSFT)COM594918104$5.7K17,9060.0%
Unitedhealth Group Inc(UNH)COM91324P102$4.8K9,5600.0%
Home Depot Inc(HD)COM437076102$4.8K15,8980.0%
Canadian NAT RES LTD(CNQ)COM136385101$4.6K70,7400.0%
Deere & Co(DE)COM244199105$4.5K11,8660.0%
Visa Inc COM CL A(V)COM92826C839$4.2K18,2210.0%
Taiwan Semiconductor MFG LTD Sponsored ADS(TSM)COM874039100$4.1K46,8800.0%
Union PAC Corp(UNP)COM907818108$3.9K19,1680.0%
Caterpillar Inc(CAT)COM149123101$3.9K14,1340.0%
Analog Devices Inc(ADI)COM032654105$3.8K21,4920.0%
Danaher Corporation(DHR)COM235851102$3.8K15,1380.0%
Canadian Pacific Kansas City(CP)COM13646K108$3.7K49,8680.0%
Spdr S&P 500 ETF TR TR Unit(SPY)COM78462F103$3.6K8,3900.0%
Nvidia Corporation(NVDA)COM67066G104$3.5K8,1440.0%
Starbucks Corp(SBUX)COM855244109$3.4K37,7230.0%
Vanguard Index FDS SML CP GRW ETF(VBK)COM922908595$3.2K14,8940.0%
Asml Holding N V N Y Registry SHS(ASML)COMN07059210$3.0K5,0590.0%
Vanguard Specialized Funds DIV APP ETF(VIG)COM921908844$3.0K19,0560.0%
Vanguard Index FDS Growth ETF(VUG)COM922908736$2.8K10,1540.0%
Mcdonalds Corp(MCD)COM580135101$2.8K10,4780.0%
Pepsico Inc(PEP)COM713448108$2.5K14,7420.0%
Lululemon Athletica Inc(LULU)COM550021109$2.4K6,2860.0%
Nova LTD(NVMI)COMM7516K103$2.2K19,7660.0%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)COM78467Y107$1.9K4,2080.0%
Novo-Nordisk A S ADR(NVO)COM670100205$1.8K20,0100.0%
Intuitive Surgical Inc(ISRG)COM46120E602$1.8K6,1980.0%
Leonardo DRS Inc(DRS)COM52661A108$1.7K99,3440.0%
Vertex Pharmaceuticals Inc(VRTX)COM92532F100$1.6K4,6820.0%
Vanguard World FDS INF Tech ETF(VGT)COM92204A702$1.4K3,4360.0%
Vanguard World FDS Health CAR ETF(VHT)COM92204A504$1.4K5,8010.0%
Badger Meter Inc(BMI)COM056525108$1.4K9,3800.0%
Simpson MFG Inc(SSD)COM829073105$1.3K8,6330.0%
Procter and Gamble Co(PG)COM742718109$1.2K8,1540.0%
Nextera Energy Inc(NEE)COM65339F101$91522,5820.0%
Hershey Co(HSY)COM427866108$9084,5360.0%
Vanguard World FDS Consum STP ETF(VDC)COM92204A207$8804,8180.0%
Vanguard Index FDS S&P 500 ETF SHS(VOO)COM922908363$4801,2230.0%
Vanguard Whitehall FDS High DIV YLD(VYM)COM921946406$3933,8020.0%
Vanguard Whitehall FDS Intl DVD ETF(VIGI)COM921946810$3865,4060.0%
Coca Cola Co(KO)COM191216100$3556,3450.0%
Page 1 of 4Next