TOWER VIEW WEALTH MANAGEMENT LLC

PrivateCIK: 1729045
Location

SHOREWOOD, WI

204
Positions
$194.80M
Total AUM (reported)
930.14K
Total Shares

Allocation by class

TOTAL AUM$194.80M204 positions
COM$194.80M100.0%

Portfolio Concentration

Top 315.8%4–1025.9%11–2532.6%Rest25.6%TOP 1041.8%0%100%
Top 3$30.83M15.8%
4–10$50.53M25.9%
11–25$63.57M32.6%
Rest$49.87M25.6%

Top 3 weight

15.8%

Top 10 weight

41.8%

Voting Authority Distribution

Total shares with voting rights: 930.14K

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

930.14K

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole204
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings204
Rows:

TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS

SOLE
COM
Shares36.58K
TypeSH
Market value$12.36M
6.35%
Sole
0.00
Shared
0.00
None
36.58K

SPDR SERIES TRUST STATE STREET SPD

SOLE
COM
Shares124.05K
TypeSH
Market value$9.49M
4.87%
Sole
0.00
Shared
0.00
None
124.05K

NVIDIA CORPORATION

SOLE
COM
Shares51.43K
TypeSH
Market value$8.97M
4.60%
Sole
0.00
Shared
0.00
None
51.43K

ELI LILLY & CO

SOLE
COM
Shares9.67K
TypeSH
Market value$8.89M
4.57%
Sole
0.00
Shared
0.00
None
9.67K

VANGUARD INDEX FDS GROWTH ETF

SOLE
COM
Shares17.84K
TypeSH
Market value$7.79M
4.00%
Sole
0.00
Shared
0.00
None
17.84K

ALPHABET INC CAP STK CL C

SOLE
COM
Shares25.76K
TypeSH
Market value$7.39M
3.79%
Sole
0.00
Shared
0.00
None
25.76K

QUANTA SVCS INC

SOLE
COM
Shares12.92K
TypeSH
Market value$7.10M
3.64%
Sole
0.00
Shared
0.00
None
12.92K

MICROSOFT CORP

SOLE
COM
Shares18K
TypeSH
Market value$6.66M
3.42%
Sole
0.00
Shared
0.00
None
18K

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares6.54K
TypeSH
Market value$6.51M
3.34%
Sole
0.00
Shared
0.00
None
6.54K

NOVA LTD

SOLE
COM
Shares14.26K
TypeSH
Market value$6.19M
3.18%
Sole
0.00
Shared
0.00
None
14.26K

AMAZON COM INC

SOLE
COM
Shares29.69K
TypeSH
Market value$6.18M
3.17%
Sole
0.00
Shared
0.00
None
29.69K

VISA INC CL A

SOLE
COM
Shares18.62K
TypeSH
Market value$5.63M
2.89%
Sole
0.00
Shared
0.00
None
18.62K

ALPHABET INC CAP STK CL A

SOLE
COM
Shares18.49K
TypeSH
Market value$5.32M
2.73%
Sole
0.00
Shared
0.00
None
18.49K

STATE STR SPDR S&P 500 ETF T TR UNIT

SOLE
COM
Shares7.91K
TypeSH
Market value$5.14M
2.64%
Sole
0.00
Shared
0.00
None
7.91K

GARMIN LTD SHS

SOLE
COM
Shares21.18K
TypeSH
Market value$4.92M
2.52%
Sole
0.00
Shared
0.00
None
21.18K

PARKER-HANNIFIN CORP

SOLE
COM
Shares5.45K
TypeSH
Market value$4.88M
2.50%
Sole
0.00
Shared
0.00
None
5.45K

PHILIP MORRIS INTL INC

SOLE
COM
Shares27.29K
TypeSH
Market value$4.51M
2.32%
Sole
0.00
Shared
0.00
None
27.29K

VANGUARD SPECIALIZED FUNDS DIV APP ETF

SOLE
COM
Shares19.74K
TypeSH
Market value$4.24M
2.18%
Sole
0.00
Shared
0.00
None
19.74K

LEONARDO DRS INC

SOLE
COM
Shares91.38K
TypeSH
Market value$4.07M
2.09%
Sole
0.00
Shared
0.00
None
91.38K

MCDONALDS CORP

SOLE
COM
Shares11.60K
TypeSH
Market value$3.61M
1.85%
Sole
0.00
Shared
0.00
None
11.60K

ISHARES INC MSCI STH KOR ETF

SOLE
COM
Shares27.85K
TypeSH
Market value$3.43M
1.76%
Sole
0.00
Shared
0.00
None
27.85K

VANGUARD INDEX FDS SML CP GRW ETF

SOLE
COM
Shares9.97K
TypeSH
Market value$3.01M
1.55%
Sole
0.00
Shared
0.00
None
9.97K

EATON CORP PLC SHS

SOLE
COM
Shares8.22K
TypeSH
Market value$2.94M
1.51%
Sole
0.00
Shared
0.00
None
8.22K

JPMORGAN CHASE & CO

SOLE
COM
Shares9.76K
TypeSH
Market value$2.87M
1.47%
Sole
0.00
Shared
0.00
None
9.76K

ANALOG DEVICES INC

SOLE
COM
Shares8.86K
TypeSH
Market value$2.82M
1.45%
Sole
0.00
Shared
0.00
None
8.86K
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