Filed: 4/22/2025ACC: 0001729045-25-000005
📋 What this filing means
TOWER VIEW WEALTH MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 186 equity positions with a total reported market value of $171.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
186
Positions
$171.74M
Total AUM (reported)
1.09M
Total Shares
Allocation by class
COM$171.74M100.0%
Portfolio Concentration
Top 3$23.06M13.4%
4–10$44.09M25.7%
11–25$60.52M35.2%
Rest$44.08M25.7%
Top 3 weight
13.4%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 1.09M
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
1.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole186
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings186
Rows:
ELI LILLY & CO
SOLEShares10.06K
TypeSH
Market value$8.31M
4.84%
Sole
0.00
Shared
0.00
None
10.06K
MARSH & MCLENNAN COS INC
SOLEShares30.63K
TypeSH
Market value$7.47M
4.35%
Sole
0.00
Shared
0.00
None
30.63K
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
SOLEShares43.84K
TypeSH
Market value$7.28M
4.24%
Sole
0.00
Shared
0.00
None
43.84K
MICROSOFT CORP
SOLEShares17.82K
TypeSH
Market value$6.69M
3.89%
Sole
0.00
Shared
0.00
None
17.82K
VANGUARD INDEX FDS GROWTH ETF
SOLEShares17.91K
TypeSH
Market value$6.64M
3.87%
Sole
0.00
Shared
0.00
None
17.91K
SPDR SER TR PORTFOLIO S&P500
SOLEShares99.55K
TypeSH
Market value$6.55M
3.81%
Sole
0.00
Shared
0.00
None
99.55K
COSTCO WHSL CORP NEW
SOLEShares6.79K
TypeSH
Market value$6.43M
3.74%
Sole
0.00
Shared
0.00
None
6.79K
VISA INC COM CL A
SOLEShares18.27K
TypeSH
Market value$6.40M
3.73%
Sole
0.00
Shared
0.00
None
18.27K
NVIDIA CORPORATION
SOLEShares52.58K
TypeSH
Market value$5.70M
3.32%
Sole
0.00
Shared
0.00
None
52.58K
HOME DEPOT INC
SOLEShares15.53K
TypeSH
Market value$5.69M
3.31%
Sole
0.00
Shared
0.00
None
15.53K
AMAZON COM INC
SOLEShares28.56K
TypeSH
Market value$5.43M
3.16%
Sole
0.00
Shared
0.00
None
28.56K
SPDR S&P 500 ETF TR TR UNIT
SOLEShares8.23K
TypeSH
Market value$4.60M
2.68%
Sole
0.00
Shared
0.00
None
8.23K
GOLDMAN SACHS GROUP INC
SOLEShares8.30K
TypeSH
Market value$4.53M
2.64%
Sole
0.00
Shared
0.00
None
8.30K
QUANTA SVCS INC
SOLEShares16.51K
TypeSH
Market value$4.20M
2.44%
Sole
0.00
Shared
0.00
None
16.51K
GARMIN LTD SHS
SOLEShares19.29K
TypeSH
Market value$4.19M
2.44%
Sole
0.00
Shared
0.00
None
19.29K
PHILIP MORRIS INTL INC
SOLEShares26.20K
TypeSH
Market value$4.16M
2.42%
Sole
0.00
Shared
0.00
None
26.20K
ALPHABET INC CAP STK CL C
SOLEShares25.87K
TypeSH
Market value$4.04M
2.35%
Sole
0.00
Shared
0.00
None
25.87K
ASML HOLDING N V N Y REGISTRY SHS
SOLEShares5.86K
TypeSH
Market value$3.88M
2.26%
Sole
0.00
Shared
0.00
None
5.86K
VANGUARD SPECIALIZED FUNDS DIV APP ETF
SOLEShares19.53K
TypeSH
Market value$3.79M
2.21%
Sole
0.00
Shared
0.00
None
19.53K
CARRIER GLOBAL CORPORATION
SOLEShares59.60K
TypeSH
Market value$3.78M
2.20%
Sole
0.00
Shared
0.00
None
59.60K
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP
SOLEShares7.02K
TypeSH
Market value$3.74M
2.18%
Sole
0.00
Shared
0.00
None
7.02K
VANGUARD INDEX FDS SML CP GRW ETF
SOLEShares14.55K
TypeSH
Market value$3.66M
2.13%
Sole
0.00
Shared
0.00
None
14.55K
MCDONALDS CORP
SOLEShares11.56K
TypeSH
Market value$3.61M
2.10%
Sole
0.00
Shared
0.00
None
11.56K
NOVA LTD
SOLEShares19.35K
TypeSH
Market value$3.57M
2.08%
Sole
0.00
Shared
0.00
None
19.35K
PARKER-HANNIFIN CORP
SOLEShares5.48K
TypeSH
Market value$3.33M
1.94%
Sole
0.00
Shared
0.00
None
5.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & COSOLE | COM | 10.06K | SH | $8.31M 4.84% | 0.00 | 0.00 | 10.06K |
MARSH & MCLENNAN COS INCSOLE | COM | 30.63K | SH | $7.47M 4.35% | 0.00 | 0.00 | 30.63K |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADSSOLE | COM | 43.84K | SH | $7.28M 4.24% | 0.00 | 0.00 | 43.84K |
MICROSOFT CORPSOLE | COM | 17.82K | SH | $6.69M 3.89% | 0.00 | 0.00 | 17.82K |
VANGUARD INDEX FDS GROWTH ETFSOLE | COM | 17.91K | SH | $6.64M 3.87% | 0.00 | 0.00 | 17.91K |
SPDR SER TR PORTFOLIO S&P500SOLE | COM | 99.55K | SH | $6.55M 3.81% | 0.00 | 0.00 | 99.55K |
COSTCO WHSL CORP NEWSOLE | COM | 6.79K | SH | $6.43M 3.74% | 0.00 | 0.00 | 6.79K |
VISA INC COM CL ASOLE | COM | 18.27K | SH | $6.40M 3.73% | 0.00 | 0.00 | 18.27K |
NVIDIA CORPORATIONSOLE | COM | 52.58K | SH | $5.70M 3.32% | 0.00 | 0.00 | 52.58K |
HOME DEPOT INCSOLE | COM | 15.53K | SH | $5.69M 3.31% | 0.00 | 0.00 | 15.53K |
AMAZON COM INCSOLE | COM | 28.56K | SH | $5.43M 3.16% | 0.00 | 0.00 | 28.56K |
SPDR S&P 500 ETF TR TR UNITSOLE | COM | 8.23K | SH | $4.60M 2.68% | 0.00 | 0.00 | 8.23K |
GOLDMAN SACHS GROUP INCSOLE | COM | 8.30K | SH | $4.53M 2.64% | 0.00 | 0.00 | 8.30K |
QUANTA SVCS INCSOLE | COM | 16.51K | SH | $4.20M 2.44% | 0.00 | 0.00 | 16.51K |
GARMIN LTD SHSSOLE | COM | 19.29K | SH | $4.19M 2.44% | 0.00 | 0.00 | 19.29K |
PHILIP MORRIS INTL INCSOLE | COM | 26.20K | SH | $4.16M 2.42% | 0.00 | 0.00 | 26.20K |
ALPHABET INC CAP STK CL CSOLE | COM | 25.87K | SH | $4.04M 2.35% | 0.00 | 0.00 | 25.87K |
ASML HOLDING N V N Y REGISTRY SHSSOLE | COM | 5.86K | SH | $3.88M 2.26% | 0.00 | 0.00 | 5.86K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | COM | 19.53K | SH | $3.79M 2.21% | 0.00 | 0.00 | 19.53K |
CARRIER GLOBAL CORPORATIONSOLE | COM | 59.60K | SH | $3.78M 2.20% | 0.00 | 0.00 | 59.60K |
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRPSOLE | COM | 7.02K | SH | $3.74M 2.18% | 0.00 | 0.00 | 7.02K |
VANGUARD INDEX FDS SML CP GRW ETFSOLE | COM | 14.55K | SH | $3.66M 2.13% | 0.00 | 0.00 | 14.55K |
MCDONALDS CORPSOLE | COM | 11.56K | SH | $3.61M 2.10% | 0.00 | 0.00 | 11.56K |
NOVA LTDSOLE | COM | 19.35K | SH | $3.57M 2.08% | 0.00 | 0.00 | 19.35K |
PARKER-HANNIFIN CORPSOLE | COM | 5.48K | SH | $3.33M 1.94% | 0.00 | 0.00 | 5.48K |
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