Filed: 2/5/2025ACC: 0001729045-25-000001
📋 What this filing means
TOWER VIEW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 196 equity positions with a total reported market value of $189.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
196
Positions
$189.20M
Total AUM (reported)
1.11M
Total Shares
Allocation by class
COM$189.20M100.0%
Portfolio Concentration
Top 3$24.34M12.9%
4–10$44.86M23.7%
11–25$64.10M33.9%
Rest$55.90M29.5%
Top 3 weight
12.9%
Top 10 weight
36.6%
Voting Authority Distribution
Total shares with voting rights: 1.11M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole196
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings196
Rows:
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares45.65K
TypeSH
Market value$9.02M
4.77%
Sole
0.00
Shared
0.00
None
45.65K
ELI LILLY & CO
SOLEShares10.12K
TypeSH
Market value$7.81M
4.13%
Sole
0.00
Shared
0.00
None
10.12K
MICROSOFT CORP
SOLEShares17.83K
TypeSH
Market value$7.51M
3.97%
Sole
0.00
Shared
0.00
None
17.83K
NVIDIA CORPORATION
SOLEShares53.38K
TypeSH
Market value$7.17M
3.79%
Sole
0.00
Shared
0.00
None
53.38K
MARSH & MCLENNAN COS INC
SOLEShares31.10K
TypeSH
Market value$6.61M
3.49%
Sole
0.00
Shared
0.00
None
31.10K
VANGUARD INDEX FDS GROWTH ETF
SOLEShares15.84K
TypeSH
Market value$6.50M
3.44%
Sole
0.00
Shared
0.00
None
15.84K
COSTCO WHSL CORP NEW
SOLEShares6.91K
TypeSH
Market value$6.34M
3.35%
Sole
0.00
Shared
0.00
None
6.91K
AMAZON COM INC
SOLEShares28.77K
TypeSH
Market value$6.31M
3.34%
Sole
0.00
Shared
0.00
None
28.77K
HOME DEPOT INC
SOLEShares15.67K
TypeSH
Market value$6.09M
3.22%
Sole
0.00
Shared
0.00
None
15.67K
VISA INC CL A
SOLEShares18.48K
TypeSH
Market value$5.84M
3.09%
Sole
0.00
Shared
0.00
None
18.48K
CATERPILLAR INC
SOLEShares14.99K
TypeSH
Market value$5.44M
2.87%
Sole
0.00
Shared
0.00
None
14.99K
QUANTA SVCS INC
SOLEShares16.74K
TypeSH
Market value$5.29M
2.80%
Sole
0.00
Shared
0.00
None
16.74K
ALPHABET INC CAP STK CL C
SOLEShares26.26K
TypeSH
Market value$5.00M
2.64%
Sole
0.00
Shared
0.00
None
26.26K
SPDR S&P 500 ETF TR TR UNIT
SOLEShares8.32K
TypeSH
Market value$4.88M
2.58%
Sole
0.00
Shared
0.00
None
8.32K
TESLA INC
SOLEShares11.49K
TypeSH
Market value$4.64M
2.45%
Sole
0.00
Shared
0.00
None
11.49K
VANGUARD INDEX FDS SML CP GRW ETF
SOLEShares14.96K
TypeSH
Market value$4.19M
2.21%
Sole
0.00
Shared
0.00
None
14.96K
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares5.99K
TypeSH
Market value$4.15M
2.19%
Sole
0.00
Shared
0.00
None
5.99K
CARRIER GLOBAL CORPORATION
SOLEShares60.65K
TypeSH
Market value$4.14M
2.19%
Sole
0.00
Shared
0.00
None
60.65K
SPDR SER TR PORTFOLIO S&P500
SOLEShares59.65K
TypeSH
Market value$4.11M
2.17%
Sole
0.00
Shared
0.00
None
59.65K
UNION PAC CORP
SOLEShares17.18K
TypeSH
Market value$3.92M
2.07%
Sole
0.00
Shared
0.00
None
17.18K
NOVA LTD
SOLEShares19.65K
TypeSH
Market value$3.87M
2.05%
Sole
0.00
Shared
0.00
None
19.65K
VANGUARD SPECIALIZED FUNDS DIV APP ETF
SOLEShares19.48K
TypeSH
Market value$3.82M
2.02%
Sole
0.00
Shared
0.00
None
19.48K
ALPHABET INC CAP STK CL A
SOLEShares20.06K
TypeSH
Market value$3.80M
2.01%
Sole
0.00
Shared
0.00
None
20.06K
PARKER-HANNIFIN CORP
SOLEShares5.44K
TypeSH
Market value$3.46M
1.83%
Sole
0.00
Shared
0.00
None
5.44K
GOLDMAN SACHS GROUP INC
SOLEShares5.95K
TypeSH
Market value$3.40M
1.80%
Sole
0.00
Shared
0.00
None
5.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 45.65K | SH | $9.02M 4.77% | 0.00 | 0.00 | 45.65K |
ELI LILLY & COSOLE | COM | 10.12K | SH | $7.81M 4.13% | 0.00 | 0.00 | 10.12K |
MICROSOFT CORPSOLE | COM | 17.83K | SH | $7.51M 3.97% | 0.00 | 0.00 | 17.83K |
NVIDIA CORPORATIONSOLE | COM | 53.38K | SH | $7.17M 3.79% | 0.00 | 0.00 | 53.38K |
MARSH & MCLENNAN COS INCSOLE | COM | 31.10K | SH | $6.61M 3.49% | 0.00 | 0.00 | 31.10K |
VANGUARD INDEX FDS GROWTH ETFSOLE | COM | 15.84K | SH | $6.50M 3.44% | 0.00 | 0.00 | 15.84K |
COSTCO WHSL CORP NEWSOLE | COM | 6.91K | SH | $6.34M 3.35% | 0.00 | 0.00 | 6.91K |
AMAZON COM INCSOLE | COM | 28.77K | SH | $6.31M 3.34% | 0.00 | 0.00 | 28.77K |
HOME DEPOT INCSOLE | COM | 15.67K | SH | $6.09M 3.22% | 0.00 | 0.00 | 15.67K |
VISA INC CL ASOLE | COM | 18.48K | SH | $5.84M 3.09% | 0.00 | 0.00 | 18.48K |
CATERPILLAR INCSOLE | COM | 14.99K | SH | $5.44M 2.87% | 0.00 | 0.00 | 14.99K |
QUANTA SVCS INCSOLE | COM | 16.74K | SH | $5.29M 2.80% | 0.00 | 0.00 | 16.74K |
ALPHABET INC CAP STK CL CSOLE | COM | 26.26K | SH | $5.00M 2.64% | 0.00 | 0.00 | 26.26K |
SPDR S&P 500 ETF TR TR UNITSOLE | COM | 8.32K | SH | $4.88M 2.58% | 0.00 | 0.00 | 8.32K |
TESLA INCSOLE | COM | 11.49K | SH | $4.64M 2.45% | 0.00 | 0.00 | 11.49K |
VANGUARD INDEX FDS SML CP GRW ETFSOLE | COM | 14.96K | SH | $4.19M 2.21% | 0.00 | 0.00 | 14.96K |
ASML HOLDING N V N Y REGISTRY SHSSOLE | COM | 5.99K | SH | $4.15M 2.19% | 0.00 | 0.00 | 5.99K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 60.65K | SH | $4.14M 2.19% | 0.00 | 0.00 | 60.65K |
SPDR SER TR PORTFOLIO S&P500SOLE | COM | 59.65K | SH | $4.11M 2.17% | 0.00 | 0.00 | 59.65K |
UNION PAC CORPSOLE | COM | 17.18K | SH | $3.92M 2.07% | 0.00 | 0.00 | 17.18K |
NOVA LTDSOLE | COM | 19.65K | SH | $3.87M 2.05% | 0.00 | 0.00 | 19.65K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | COM | 19.48K | SH | $3.82M 2.02% | 0.00 | 0.00 | 19.48K |
ALPHABET INC CAP STK CL ASOLE | COM | 20.06K | SH | $3.80M 2.01% | 0.00 | 0.00 | 20.06K |
PARKER-HANNIFIN CORPSOLE | COM | 5.44K | SH | $3.46M 1.83% | 0.00 | 0.00 | 5.44K |
GOLDMAN SACHS GROUP INCSOLE | COM | 5.95K | SH | $3.40M 1.80% | 0.00 | 0.00 | 5.95K |
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