Filer Name: TOWER VIEW WEALTH MANAGEMENT LLC
CIK: 1729045
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 196
Portfolio Value: $0.19B

Tower View Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
TSM US TAIWAN SEMICONDUCTOR-SP ADR 45,653 $9M 4.77% 0.0% -
LLY US ELI LILLY & CO 10,115 $8M 4.13% 0.6% -
MSFT US MICROSOFT CORP 17,827 $8M 3.97% 0.8% -
NVDA US NVIDIA CORP 53,383 $7M 3.79% -1.1% -
MMC US MARSH & MCLENNAN COS 31,099 $7M 3.49% 0.9% -
VUG US VANGUARD GROWTH ETF 15,844 $7M 3.44% 6.3% -
COST US COSTCO WHOLESALE CORP 6,914 $6M 3.35% 0.3% -
AMZN US AMAZON.COM INC 28,770 $6M 3.34% 1.6% -
HD US HOME DEPOT INC 15,667 $6M 3.22% -1.7% -
V US VISA INC-CLASS A SHARES 18,480 $6M 3.09% 0.3% -
CAT US CATERPILLAR INC 14,991 $5M 2.87% 0.9% -
PWR US QUANTA SERVICES INC 16,742 $5M 2.80% 0.4% -
GOOG US ALPHABET INC-CL C 26,259 $5M 2.64% 0.1% -
SPY US SPDR S&P 500 ETF TRUST 8,318 $5M 2.58% 0.3% -
TSLA US TESLA INC 11,487 $5M 2.45% -10.3% -
VBK US VANGUARD SMALL-CAP GRWTH ETF 14,963 $4M 2.21% -0.7% -
ASML US ASML HOLDING NV-NY REG SHS 5,992 $4M 2.19% 18.0% -
CARR US CARRIER GLOBAL CORP 60,654 $4M 2.19% 2.0% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 59,654 $4M 2.17% 41.4% -
UNP US UNION PACIFIC CORP 17,180 $4M 2.07% -11.9% -
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