Tower View Wealth Management LLC 13F Holdings
CIK 0001729045 · SHOREWOOD, WI
As of Sep 30, 2025, Tower View Wealth Management LLC reported 174 positions worth
CIK 0001729045 · SHOREWOOD, WI
As of Sep 30, 2025, Tower View Wealth Management LLC reported 174 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 42,837 | 2.0M | 6.19% |
| NVIDIA CORP | NVDA | Technology | 52,370 | $9.8M | 5.05% |
| MICROSOFT CORP | MSFT | Technology | 18,337 | $9.5M | 4.91% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 111,498 | $8.7M | 4.52% |
| ELI LILLY & CO | LLY | Healthcare | 10,210 | $7.8M | 4.03% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 16,008 | $7.7M | 3.97% |
| ALPHABET INC | GOOG | Equity | 27,642 | $6.7M | 3.48% |
| HOME DEPOT INC | HD | Consumer Cyclical | 16,312 | $6.6M | 3.42% |
| QUANTA SERVICES INC | PWR | Industrials | 15,933 | $6.6M | 3.42% |
| AMAZON.COM INC | AMZN | Equity | 30,010 | $6.6M | 3.41% |
| VISA INC-CLASS A SHARES | V | Financial Services | 19,139 | $6.5M | 3.38% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 6,818 | $6.3M | 3.26% |
| MARSH & MCLENNAN COMPANIES INC | MMC | Financial Services | 31,053 | $6.3M | 3.24% |
| NOVA LTD | NVMI | Technology | 19,557 | $6.3M | 3.23% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 35,780 | $5.8M | 3.00% |
| GARMIN LTD | GRMN | Technology | 22,075 | $5.4M | 2.81% |
| SPDR S&P 500 ETF TRUST | SPY | — | 7,986 | $5.3M | 2.75% |
| ALPHABET INC | GOOGL | Equity | 19,872 | $4.8M | 2.50% |
| PARKER-HANNIFIN CORP | PH | Industrials | 5,655 | $4.3M | 2.22% |
| LEONARDO DRS INC | DRS | Industrials | 94,290 | $4.3M | 2.21% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 19,768 | $4.3M | 2.21% |
| CARRIER GLOBAL CORP | CARR | Basic Materials | 61,780 | $3.7M | 1.91% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 11,924 | $3.6M | 1.87% |
| SPOTIFY TECHNOLOGY SA | SPOT | Communication Services | 5,041 | $3.5M | 1.82% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 10,951 | $3.3M | 1.69% |