Tower View Wealth Management LLC
CIK: 0001729045SEC EDGAR →
Portfolio Value
$202.2M
Holdings
176
As of
Q4 2025
New Positions
176
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 38,140 | $11.6M | 5.73% |
| 2 | ELI LILLY & CO | 10,212 | $11.0M | 5.43% |
| 3 | NVIDIA CORPORATION | 51,759 | $9.7M | 4.77% |
| 4 | SPDR SERIES TRUST STATE STREET SPD | 118,769 | $9.5M | 4.71% |
| 5 | MICROSOFT CORP | 18,389 | $8.9M | 4.40% |
| 6 | VANGUARD INDEX FDS GROWTH ETF | 17,692 | $8.6M | 4.27% |
| 7 | ALPHABET INC CAP STK CL C | 25,793 | $8.1M | 4.00% |
| 8 | AMAZON COM INC | 30,377 | $7.0M | 3.47% |
| 9 | VISA INC COM CL A | 19,140 | $6.7M | 3.32% |
| 10 | ALPHABET INC CAP STK CL A | 19,138 | $6.0M | 2.96% |
Quarterly Changes
New Positions (176)
$11.6M · 38K shares
$11.0M · 10K shares
$9.7M · 52K shares
$9.5M · 119K shares
$8.9M · 18K shares
$8.6M · 18K shares
$8.1M · 26K shares
$7.0M · 30K shares
$6.7M · 19K shares
$6.0M · 19K shares
$5.9M · 7K shares
$5.9M · 14K shares
$5.7M · 17K shares
$5.4M · 8K shares
$5.0M · 6K shares
$5.0M · 27K shares
$4.8M · 30K shares
$4.5M · 22K shares
$4.3M · 19K shares
$3.7M · 12K shares
$3.3M · 6K shares
$3.3M · 95K shares
$3.1M · 10K shares
$3.1M · 9K shares
$3.0M · 10K shares
$3.0M · 5K shares
$2.9M · 10K shares
$2.9M · 8K shares
$2.8M · 16K shares
$2.7M · 8K shares
$2.6M · 3K shares
$2.4M · 9K shares
$2.4M · 45K shares
$2.3M · 17K shares
$2.2M · 20K shares
$1.6M · 8K shares
$1.6M · 35K shares
$1.5M · 16K shares
$1.5M · 15K shares
$1.4M · 10K shares
$1.3M · 6K shares
$1.3M · 16K shares
$1.1M · 5K shares
$1.0M · 9K shares
$987K · 7K shares
$751K · 1K shares
$586K · 4K shares
$574K · 953 shares
$561K · 21K shares
$524K · 4K shares
$413K · 724 shares
$412K · 1K shares
$394K · 5K shares
$347K · 2K shares
$237K · 2K shares
$214K · 200 shares
$201K · 3K shares
$199K · 2K shares
$188K · 536 shares
$184K · 2K shares
$178K · 533 shares
$172K · 834 shares
$159K · 1K shares
$151K · 265 shares
$150K · 3K shares
$144K · 1K shares
$134K · 494 shares
$133K · 2K shares
$118K · 2K shares
$117K · 1K shares
$107K · 1K shares
$106K · 106 shares
$98K · 220 shares
$95K · 1K shares
$92K · 240 shares
$83K · 984 shares
$78K · 2K shares
$78K · 90 shares
$72K · 565 shares
$71K · 123 shares
$70K · 322 shares
$62K · 2K shares
$62K · 407 shares
$60K · 1K shares
$55K · 224 shares
$54K · 683 shares
$54K · 1K shares
$52K · 228 shares
$46K · 631 shares
$45K · 489 shares
$43K · 564 shares
$40K · 156 shares
$40K · 750 shares
$38K · 413 shares
$36K · 75 shares
$30K · 44 shares
$30K · 1K shares
$30K · 211 shares
$29K · 215 shares
$28K · 59 shares
$27K · 6K shares
$27K · 366 shares
$27K · 1K shares
$26K · 1K shares
$23K · 195 shares
$22K · 531 shares
$22K · 383 shares
$21K · 892 shares
$21K · 400 shares
$19K · 69 shares
$19K · 2K shares
$18K · 500 shares
$17K · 396 shares
$16K · 61 shares
$16K · 183 shares
$16K · 194 shares
$16K · 103 shares
$15K · 220 shares
$15K · 87 shares
$15K · 346 shares
$15K · 559 shares
$14K · 81 shares
$14K · 200 shares
$12K · 66 shares
$12K · 35 shares
$11K · 401 shares
$11K · 74 shares
$11K · 130 shares
$11K · 375 shares
$10K · 27 shares
$10K · 61 shares
$9K · 150 shares
$9K · 44 shares
$8K · 320 shares
$8K · 68 shares
$8K · 61 shares
$8K · 312 shares
$8K · 102 shares
$8K · 7 shares
$8K · 154 shares
$8K · 95 shares
$7K · 239 shares
$7K · 100 shares
$6K · 40 shares
$6K · 75 shares
$6K · 30 shares
$6K · 90 shares
$6K · 19 shares
$6K · 103 shares
$6K · 24 shares
$6K · 140 shares
$5K · 25 shares
$5K · 42 shares
$5K · 96 shares
$5K · 59 shares
$5K · 161 shares
$5K · 88 shares
$5K · 29 shares
$4K · 49 shares
$4K · 100 shares
$3K · 65 shares
$3K · 7 shares
$3K · 300 shares
$3K · 400 shares
$2K · 12 shares
$2K · 100 shares
$2K · 18 shares
$2K · 8 shares
$2K · 100 shares
$1K · 3 shares
$0 · 2 shares
$0 · 23 shares
$0 · 40 shares
$0 · 100 shares
$0 · 10 shares
$0 · 3 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $57.8M | 28.6% |
| Technology | 26 | $56.0M | 27.7% |
| Industrials | 17 | $22.5M | 11.1% |
| Communication Services | 9 | $18.8M | 9.3% |
| Healthcare | 17 | $16.3M | 8.1% |
| Consumer Cyclical | 12 | $14.0M | 6.9% |
| Consumer Defensive | 8 | $8.6M | 4.3% |
| Unknown | 6 | $6.7M | 3.3% |
| Real Estate | 2 | $668K | 0.3% |
| Utilities | 9 | $468K | 0.2% |
| Energy | 5 | $370K | 0.2% |