Tower View Wealth Management LLC holdings history

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478 is the total number of securities Tower View Wealth Management LLC has owned. The longest Tower View Wealth Management LLC has owned a single stock is 24 quarters.

Tower View Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SPY SPDR S&P 500 ETF TR UNIT24242.16%2.88%3.82%Q4 2017Q3 202324
MMC MARSH & MCLENNAN COS INC24242.15%2.86%4.09%Q4 2017Q3 202324
HD HOME DEPOT INC24241.65%2.66%3.60%Q4 2017Q3 202324
V VISA INC COM CL A24242.08%2.58%2.95%Q4 2017Q3 202324
MDY SPDR S&P MIDCAP 400 ET...24240.00%2.37%4.82%Q4 2017Q3 202324
LLY LILLY ELI & CO24240.01%2.36%4.60%Q4 2017Q3 202324
AMZN AMAZON COM INC24241.53%2.25%2.93%Q4 2017Q3 202324
ADBE ADOBE SYSTEMS INCORPOR...24241.20%2.24%2.88%Q4 2017Q3 202324
MSFT MICROSOFT CORP24240.03%2.14%3.97%Q4 2017Q3 202324
VUG VANGUARD INDEXGROWTH ETF24241.63%2.11%2.44%Q4 2017Q3 202324
PEP PEPSICO INC24240.88%2.07%3.02%Q4 2017Q3 202324
GOOG ALPHABET INC CAP STK CL C24241.41%2.00%2.77%Q4 2017Q3 202324
SBUX STARBUCKS CORP24241.20%1.96%2.72%Q4 2017Q3 202324
VIG VANGUARD SPECIALIZED F...24241.15%1.70%2.30%Q4 2017Q3 202324
NVDA NVIDIA CORPORATION24240.93%1.61%2.79%Q4 2017Q3 202324
UNP Union Pacific Corp24240.51%1.49%2.74%Q4 2017Q3 202324
GOOGL ALPHABET INC CAP STK CL A24240.57%1.28%1.88%Q4 2017Q3 202324
DHR DANAHER CORPORATION24240.04%1.07%3.09%Q4 2017Q3 202324
VHT VANGUARD WORLD HEALTH ...24240.17%0.84%1.25%Q4 2017Q3 202324
VB Vanguard Small Cap24240.07%0.69%1.57%Q4 2017Q3 202324
MCD MCDONALDS CORP24240.03%0.61%1.94%Q4 2017Q3 202324
VYM VANGUARD WHITEHALL FDS...24240.10%0.59%1.41%Q4 2017Q3 202324
VGT VANGUARD WORLD INF TEC...24240.11%0.56%1.06%Q4 2017Q3 202324
SYK STRYKER CORPORATION24240.06%0.56%2.08%Q4 2017Q3 202324
VDC VANGUARD WORLD FDS CON...24240.14%0.51%0.97%Q4 2017Q3 202324
ITW Illinois Tool Works24240.01%0.39%1.79%Q4 2017Q3 202324
VO Vanguard Mid Cap24240.19%0.36%0.60%Q4 2017Q3 202324
KO COCA COLA CO24240.11%0.21%0.30%Q4 2017Q3 202324
MGEE MGE ENERGY INC24240.06%0.16%0.28%Q4 2017Q3 202324
MDLZ MONDELEZ INTL INC CL A24240.02%0.15%0.68%Q4 2017Q3 202324
BMY BRISTOL-MYERS SQUIBB CO24240.04%0.12%0.21%Q4 2017Q3 202324
VZ VERIZON COMMUNICATIONS...24240.00%0.08%0.18%Q4 2017Q3 202324
TSLA Tesla Motors Inc24240.01%0.07%0.25%Q4 2017Q3 202324
TMO THERMO FISHER SCIENTIF...24240.04%0.07%0.09%Q4 2017Q3 202324
VTI Vanguard Total Stock Mkt24240.05%0.07%0.08%Q4 2017Q3 202324
XOM EXXON MOBIL CORP24240.00%0.07%0.31%Q4 2017Q3 202324
T AT&T INC24240.00%0.06%0.37%Q4 2017Q3 202324
MA MASTERCARD INCORPORATE...24240.00%0.06%0.18%Q4 2017Q3 202324
XEL XCEL ENERGY INC24240.03%0.04%0.05%Q4 2017Q3 202324
ABBV ABBVIE INC24240.01%0.04%0.14%Q4 2017Q3 202324
CNI CANADIAN NATL RY CO24240.02%0.03%0.03%Q4 2017Q3 202324
CMCSA COMCAST CORP NEW CL A24240.01%0.02%0.10%Q4 2017Q3 202324
ETR ENTERGY CORP NEW24240.02%0.02%0.03%Q4 2017Q3 202324
VPU VANGUARD WORLD UTILITI...24240.01%0.02%0.04%Q4 2017Q3 202324
JPM JPMORGAN CHASE & CO24240.01%0.02%0.04%Q4 2017Q3 202324
ZBH Zimmer Holdings Inc24240.01%0.02%0.02%Q4 2017Q3 202324
SO Southern Company24240.00%0.01%0.05%Q4 2017Q3 202324
VBK Vanguard Small Growth2122.24%2.71%3.70%Q4 2017Q3 202323
IWV RUSSELL 3000 ETF2210.04%1.60%5.08%Q4 2017Q3 202323
SHY ISHARES TR 1 3 YR TREA...13100.13%0.39%0.65%Q4 2017Q3 202323
PSA Public Storage REIT23230.07%0.14%0.20%Q4 2017Q2 202323
UNH UNITEDHEALTH GROUP INC22221.64%2.48%3.98%Q2 2018Q3 202322
PYPL Paypal Holdings Inc22221.26%1.97%2.70%Q4 2017Q1 202322
ABT ABBOTT LABS22220.02%0.07%0.11%Q4 2017Q1 202322
SCHB US BRD MKT ETF22220.02%0.02%0.03%Q4 2017Q1 202322
SQ SQUARE INC21210.51%0.95%1.61%Q4 2017Q4 202221
CRM SALESFORCE INC21210.01%0.03%0.04%Q3 2018Q3 202321
CVX Chevron Corporation1290.00%0.02%0.03%Q4 2017Q3 202321
UTHR UNITED THERAPEUTICS CO...21210.01%0.01%0.02%Q3 2018Q3 202321
BIIB BIOGEN INC21210.00%0.01%0.01%Q3 2018Q3 202321
NFLX NETFLIX INC1820.00%0.40%0.87%Q4 2017Q3 202320
XLV SPDR Health Care Fund20200.06%0.08%0.10%Q4 2018Q3 202320
JNJ JOHNSON & JOHNSON1220.01%0.89%3.02%Q4 2017Q3 202319
CRON CRONOS GROUP INC19190.00%0.00%0.00%Q1 2019Q3 202319
AAPL APPLE INC18181.94%2.45%3.19%Q4 2017Q1 202218
EW EDWARDS LIFESCIENCES CORP18181.92%2.26%2.77%Q4 2017Q1 202218
ISRG INTUITIVE SURGICAL INC1260.00%0.81%1.44%Q4 2018Q3 202318
AEP AMERICAN ELEC PWR CO INC18180.18%0.26%0.34%Q4 2017Q1 202218
CLX Clorox Company18180.01%0.13%0.56%Q1 2018Q2 202218
VNQ Vanguard REITs1080.01%0.12%0.25%Q1 2018Q3 202318
ANET ARISTA NETWORKS INC18180.01%0.01%0.01%Q4 2017Q1 202218
ALL Allstate Corporation18180.01%0.01%0.01%Q4 2017Q1 202218
CGC CANOPY GROWTH CORP18180.00%0.00%0.00%Q2 2019Q3 202318
LMT LOCKHEED MARTIN CORP1520.00%1.57%2.34%Q4 2017Q3 202317
DIS Walt Disney Co1110.01%0.96%2.14%Q4 2017Q3 202317
VBR Vanguard Small Cap Value980.01%0.10%0.28%Q4 2017Q3 202317
VTV Vanguard Value980.02%0.04%0.05%Q4 2017Q3 202317
IWF RUS 1000 GRW ETF1160.01%0.03%0.08%Q3 2018Q3 202317
TSM TAIWAN SEMICONDUCTOR M...16160.82%2.73%3.39%Q4 2019Q3 202316
KSU KANSAS CITY SOUTHERN16161.58%2.13%2.78%Q4 2017Q3 202116
IVV ISHARES TR CORE S&P500...1420.01%0.02%0.10%Q3 2019Q3 202316
NSRGY Nestle ADR15152.37%2.81%3.36%Q4 2017Q2 202115
COST COSTCO WHSL CORP NEW1410.00%1.74%2.98%Q1 2019Q3 202315
LHX L3HARRIS TECHNOLOGIES INC1140.00%1.56%2.50%Q2 2019Q3 202315
MRK Merck & Co Inc15150.10%1.33%2.30%Q4 2017Q2 202115
BRKB Berkshire Hathaway15150.10%1.17%2.62%Q4 2017Q2 202115
PG Procter & Gamble15150.65%1.08%1.96%Q1 2020Q3 202315
LULU LULULEMON ATHLETICA INC15150.01%1.05%1.70%Q1 2020Q3 202315
SPOT SPOTIFY TECHNOLOGY S A15150.40%0.66%1.03%Q3 2018Q1 202215
IWN Russell 2000 Value1010.00%0.66%2.30%Q4 2017Q2 202315
QQQ NASDAQ Index Fund15150.01%0.63%0.90%Q4 2017Q2 202115
WEC Wisconsin Energy15150.24%0.36%0.51%Q4 2017Q2 202115
WTRG ESSENTIAL UTILS INC15150.03%0.04%0.07%Q1 2020Q3 202315
CENT CENTRAL GARDEN & PET CO15150.01%0.01%0.01%Q4 2019Q2 202315
VOE Vanguard Mid Cap960.00%0.00%0.01%Q4 2017Q3 202315
WPM Wheaton Precious Met15150.00%0.00%0.00%Q4 2017Q2 202115
AG First Majestic Silvr15150.00%0.00%0.00%Q4 2017Q2 202115
LMRMF Lomiko Metals Inc15150.00%0.00%0.00%Q4 2017Q2 202115
FBER Agritech Worldwide I15150.00%0.00%0.00%Q4 2017Q2 202115
WMT Wal-Mart Stores Inc1110.00%1.07%1.80%Q4 2017Q3 202314
BA BOEING CO950.00%0.91%2.22%Q4 2017Q1 202214
VRSK VERISK ANALYTICS INC14140.00%0.01%0.01%Q2 2020Q3 202314
NKE NIKE INC CL B14140.00%0.01%0.01%Q2 2020Q3 202314
ANSS ANSYS INC14140.00%0.01%0.01%Q2 2020Q3 202314
SWBI SMITH & WESSON BRANDS INC14140.00%0.00%0.01%Q2 2020Q3 202314
AMT AMERICAN TOWER CORP NEW14140.00%0.00%0.01%Q2 2020Q3 202314
GLOB GLOBANT S A14140.00%0.00%0.01%Q2 2020Q3 202314
IWD RUS 1000 VAL ETF1130.00%0.00%0.00%Q3 2018Q3 202314
CL COLGATE PALMOLIVE CO810.00%0.00%0.01%Q4 2017Q2 202314
LOW LOWES COS INC14140.00%0.00%0.00%Q2 2020Q3 202314
IJH ISHARES TR CORE S&P MC...14140.00%0.00%0.00%Q2 2020Q3 202314
IJR ISHARES TR CORE S&P SC...14140.00%0.00%0.00%Q2 2020Q3 202314
ESLT Elbit Systems Ltd13130.43%1.44%1.86%Q4 2017Q4 202013
ADI ANALOG DEVICES INC13130.12%1.36%2.98%Q3 2020Q3 202313
NVMI Nova Measuring Inst ADR13130.70%1.25%1.60%Q3 2020Q3 202313
NEE NEXTRACKER INC CLASS A...1120.00%1.05%1.96%Q2 2020Q3 202313
FB META PLATFORMS INC720.00%0.49%1.74%Q4 2017Q4 202113
BABA Alibaba Group ADR1210.00%0.32%1.12%Q4 2017Q1 202113
PM PHILIP MORRIS INTL INC940.01%0.04%0.07%Q4 2017Q3 202313
PFE PFIZER INC940.02%0.04%0.05%Q4 2017Q3 202313
NTNX Nutanix Inc13130.00%0.00%0.00%Q4 2017Q4 202013
IWM ISHARES TR RUSSELL 200...940.00%0.00%0.00%Q4 2017Q3 202213
AOUT AMERICAN OUTDOOR BRAND...13130.00%0.00%0.00%Q3 2020Q3 202313
LRLCY L' Oreal ADR12121.24%1.75%2.02%Q3 2018Q2 202112
VOO Vanguard S&P 500 ETF12120.04%0.28%0.57%Q4 2020Q3 202312
CVS CVS HEALTH CORP840.01%0.02%0.04%Q4 2017Q2 202312
CSCO Cisco Systems Inc930.00%0.02%0.03%Q2 2020Q3 202312
VFH VANGUARD WORLD FINANCI...660.01%0.01%0.01%Q3 2018Q4 202212
Genvec CPR (NV)12120.00%0.00%0.00%Q4 2017Q3 202012
ASML ASML HOLDING N V N Y R...11110.00%1.31%2.09%Q1 2021Q3 202311
AXON AXON ENTERPRISE INC830.70%0.93%1.30%Q1 2019Q1 202211
WDAY WORKDAY INC740.01%0.53%0.92%Q1 2019Q4 202111
MMM 3M830.00%0.40%1.23%Q4 2017Q4 202011
VIGI VANGUARD WHITEHALL FDS...11110.27%0.34%0.49%Q1 2021Q3 202311
BAC BK OF AMERICA CORP650.01%0.03%0.06%Q4 2017Q1 202211
COP CONOCOPHILLIPS920.00%0.02%0.04%Q2 2018Q3 202311
GIS GENERAL MLS INC920.01%0.02%0.08%Q4 2017Q3 202311
MO ALTRIA GROUP INC920.01%0.02%0.03%Q4 2017Q3 202311
IWB Ishares Russell 100011110.01%0.02%0.03%Q3 2018Q1 202111
DOMO Domo Inc11110.00%0.01%0.01%Q2 2018Q4 202011
IWS RUS MDCP VAL ETF11110.00%0.00%0.01%Q1 2021Q3 202311
AFRM AFFIRM HLDGS INC CL A11110.00%0.00%0.01%Q1 2021Q3 202311
GOLF Acushnet Holdings Corp11110.00%0.00%0.00%Q3 2018Q1 202111
DE DEERE & CO10101.74%2.92%3.84%Q2 2021Q3 202310
DOV DOVER CORP10100.74%2.08%2.55%Q1 2021Q2 202310
CAT CATERPILLAR INC640.02%1.37%2.71%Q4 2017Q3 202310
ETSY ETSY INC550.00%0.34%0.86%Q1 2021Q3 202310
MDT Medtronic Inc10100.01%0.20%0.97%Q1 2019Q2 202110
VEEV Veeva Systems Inc820.00%0.09%0.85%Q1 2020Q3 202310
AOBC American Outdoor Brands10100.00%0.00%0.01%Q4 2017Q1 202010
MRNA MODERNA INC10100.00%0.00%0.00%Q1 2021Q2 202310
UTX United Technologies991.47%2.25%2.56%Q4 2017Q4 20199
LVMUY LVMH Moet ADR991.77%1.96%2.30%Q2 2019Q2 20219
TTE Total SA ADR990.56%1.92%2.71%Q4 2017Q4 20199
STZ Constellation Brands991.43%1.74%2.00%Q4 2017Q4 20199
VEU VANGUARD INTL EQUITY I...720.01%0.62%1.51%Q4 2017Q1 20229
ROKU ROKU INC810.00%0.60%0.92%Q2 2020Q3 20229
QCOM QUALCOMM INC720.01%0.19%1.57%Q4 2020Q1 20239
WORK Slack Technologies Inc990.00%0.17%0.61%Q2 2019Q2 20219
KKR KKR & CO INC990.05%0.06%0.07%Q3 2021Q3 20239
VV Vanguard Large Cap ETF990.04%0.06%0.07%Q4 2017Q4 20199
IRM IRON MTN INC NEW990.04%0.05%0.07%Q3 2021Q3 20239
CG CARLYLE GROUP INC990.04%0.05%0.06%Q3 2021Q3 20239
VXF Vanguard Stock Market990.04%0.04%0.04%Q4 2017Q4 20199
WTR Aqua America990.04%0.04%0.04%Q4 2017Q4 20199
MRK MERCK & CO INC990.02%0.03%0.10%Q3 2021Q3 20239
INTC INTEL CORP510.00%0.03%0.14%Q4 2019Q3 20239
BSV Vanguard S-T Corp990.02%0.03%0.04%Q4 2017Q4 20199
PSX PHILLIPS 66990.02%0.03%0.04%Q3 2021Q3 20239
AFL AFLAC Inc990.03%0.03%0.03%Q4 2017Q4 20199
PEG PUBLIC SVC ENTERPRISE ...990.02%0.02%0.03%Q3 2021Q3 20239
USB US BANCORP DEL COM NEW990.01%0.01%0.02%Q3 2021Q3 20239
XLY SELECT SECTOR SPDR TR ...990.01%0.01%0.01%Q3 2021Q3 20239
MAA MID-AMER APT CMNTYS INC990.01%0.01%0.01%Q3 2021Q3 20239
SDY SPDR SER TR S&P DIVID ETF990.01%0.01%0.01%Q3 2021Q3 20239
CAH CARDINAL HEALTH INC540.00%0.01%0.01%Q4 2017Q3 20239
XLP SELECT SECTOR SPDR TR ...990.01%0.01%0.01%Q3 2021Q3 20239
PENN PENN NATL GAMING INC990.00%0.00%0.01%Q3 2021Q3 20239
XSPA XWELL INC990.00%0.00%0.00%Q1 2021Q1 20239
XON Intrexon990.00%0.00%0.00%Q4 2017Q4 20199
SHW SHERWIN WILLIAMS CO880.81%1.45%1.91%Q2 2020Q1 20228
SCZ iShares Int'l Small Cap710.00%0.78%1.64%Q4 2017Q4 20198
DAL DELTA AIR LINES INC DEL530.00%0.45%1.31%Q2 2019Q1 20228
HXL HEXCEL CORP NEW620.00%0.42%1.42%Q1 2020Q3 20238
SPG Simon Property REIT880.12%0.41%1.24%Q4 2017Q3 20198
VCR VANGUARD WORLD FDS880.13%0.31%0.41%Q2 2020Q1 20228
PLD PROLOGIS INC.880.07%0.15%0.19%Q3 2021Q2 20238
XLI SELECT SECTOR SPDR TR ...880.01%0.01%0.01%Q3 2021Q2 20238
VOX VANGUARD WORLD FDS COM...880.01%0.01%0.01%Q3 2021Q2 20238
FISV FISERV INC710.01%0.01%0.01%Q2 2020Q2 20228
UL UNILEVER PLC SPON ADR NEW420.00%0.00%0.00%Q4 2020Q3 20238
LUCID GROUP INC880.00%0.00%0.00%Q4 2021Q3 20238
CNQ CANADIAN NAT RES LTD771.37%2.23%3.21%Q1 2022Q3 20237
HESAY Hermes Intl ADR770.12%1.29%1.78%Q4 2019Q2 20217
RTX RAYTHEON TECHNOLOGIES ...610.00%1.20%1.67%Q2 2020Q2 20237
DOCU DOCUSIGN INC770.67%0.81%0.93%Q2 2020Q4 20217
AMAT APPLIED MATLS INC430.00%0.42%1.11%Q4 2017Q1 20227
SSD SIMPSON MFG INC770.01%0.14%0.91%Q1 2022Q3 20237
BAX BAXTER INTL INC430.02%0.05%0.07%Q4 2017Q1 20227
HBI Hanesbrands Inc610.01%0.01%0.02%Q4 2017Q4 20207
WFC WELLS FARGO CO NEW770.01%0.01%0.01%Q3 2021Q1 20237
ACN ACCENTURE PLC IRELAND ...610.00%0.01%0.01%Q2 2020Q2 20237
PAYC PAYCOM SOFTWARE INC770.00%0.00%0.01%Q2 2020Q4 20217
EPAM Epam Systems Inc770.00%0.00%0.01%Q2 2020Q4 20217
FELE FRANKLIN ELEC INC770.00%0.00%0.00%Q1 2022Q3 20237
APHA Aphria Inc770.00%0.00%0.00%Q1 2019Q3 20207
CP CANADIAN PAC RY LTD661.75%2.50%2.72%Q4 2021Q1 20236
HRS Harris Corporation661.16%1.75%2.17%Q4 2017Q1 20196
LDOS Leidos Holdings Inc661.15%1.59%2.03%Q3 2019Q4 20206
SMG Scotts Miracle Gro Cos661.36%1.54%1.88%Q3 2020Q4 20216
AOS AO Smith661.28%1.49%1.79%Q4 2017Q1 20196
VRTX VERTEX PHARMACEUTICALS...420.77%1.04%1.30%Q2 2020Q3 20236
VAR Varian Medical Systems660.01%0.90%1.42%Q4 2019Q1 20216
CM CANADIAN IMPERIAL BK C...660.02%0.02%0.02%Q3 2021Q4 20226
LKFN LAKELAND FINL CORP660.02%0.02%0.02%Q2 2022Q3 20236
IEMG Ishares Emg Mkts660.02%0.02%0.02%Q3 2018Q4 20196
SONO Sonos Inc660.01%0.01%0.02%Q3 2018Q4 20196
IWR ISHARES TR RUS MID CAP...420.00%0.01%0.04%Q3 2019Q3 20226
AZN Astrazeneca PLC ADR310.00%0.01%0.02%Q4 2017Q1 20226
IJT iShares S&P Smallcap Grow660.01%0.01%0.01%Q3 2018Q4 20196
CSQ CALAMOS STRATEGIC TOTA...660.01%0.01%0.01%Q3 2021Q4 20226
MDYV SPDR SER TR S&P 400 MD...660.01%0.01%0.01%Q2 2022Q3 20236
GTBIF Green Thumb Inds Inc660.00%0.01%0.01%Q3 2018Q4 20196
IJS Ishares S&P Smallcap660.00%0.00%0.01%Q3 2018Q4 20196
IS IRONSOURCE LTD CL A660.00%0.00%0.01%Q2 2021Q3 20226
Roots Corporation660.00%0.00%0.00%Q2 2018Q3 20196
PIRS PIERIS PHARMACEUTICALS...660.00%0.00%0.00%Q2 2022Q3 20236
PGEN Precigen Inc660.00%0.00%0.00%Q1 2020Q2 20216
WARNER BROS DISCOVERY ...660.00%0.00%0.00%Q2 2022Q3 20236
CWBHF Charlottes Web Holding660.00%0.00%0.00%Q2 2019Q3 20206
CARR CARRIER GLOBAL CORPORA...551.45%1.74%2.16%Q3 2022Q3 20235
SCHW Charles Schwab Corp550.03%1.50%2.00%Q4 2017Q4 20185
BKR BAKER HUGHES COMPANY CL A550.87%1.03%1.21%Q1 2022Q1 20235
ADDYY Adidas AG550.81%0.99%1.09%Q2 2020Q2 20215
ROK Rockwell Automation Inc550.03%0.99%1.31%Q4 2017Q4 20185
NUVA NUVASIVE INC550.60%0.91%1.34%Q4 2020Q4 20215
PRLB Proto Labs Inc550.66%0.81%0.97%Q3 2018Q3 20195
CRWD CROWDSTRIKE HLDGS INC550.70%0.77%0.82%Q3 2020Q3 20215
PINS PINTEREST INC550.00%0.57%0.81%Q3 2021Q3 20225
SHOP SHOPIFY INC CL A210.00%0.46%1.02%Q1 2020Q3 20235
MELI MERCADOLIBRE INC320.01%0.43%0.77%Q2 2019Q3 20235
TGT TARGET CORP320.01%0.20%0.38%Q3 2021Q3 20235
CELG Celgene Corp550.02%0.03%0.04%Q3 2018Q3 20195
ZIMVIE INC550.00%0.02%0.09%Q1 2022Q1 20235
ALPHA TAU MEDICAL LTD ...550.01%0.02%0.02%Q3 2022Q3 20235
CALX CALIX INC550.01%0.02%0.02%Q3 2022Q3 20235
CHD CHURCH & DWIGHT CO INC550.01%0.01%0.02%Q3 2022Q3 20235
AXP AMERICAN EXPRESS CO320.00%0.01%0.02%Q2 2018Q1 20225
ZTS ZOETIS INC550.01%0.01%0.01%Q1 2021Q1 20225
SPLK Splunk Inc550.01%0.01%0.01%Q1 2019Q1 20205
CTAS CINTAS CORP550.01%0.01%0.01%Q1 2021Q1 20225
ED CONSOLIDATED EDISON INC550.01%0.01%0.01%Q3 2022Q3 20235
CME CME GROUP INC550.01%0.01%0.01%Q1 2021Q1 20225
AWK AMERICAN WTR WKS CO IN...550.01%0.01%0.01%Q1 2021Q1 20225
MTCH MATCH GROUP INC NEW550.00%0.01%0.01%Q4 2020Q4 20215
RHHBY Roche Holding ADR550.00%0.00%0.01%Q2 2020Q2 20215
CSGP Costar Group Inc550.00%0.00%0.01%Q2 2020Q2 20215
APH AMPHENOL CORP NEW CL A320.00%0.00%0.01%Q2 2020Q3 20235
OSMT RVL PHARMACEUTICALS PL...550.00%0.00%0.01%Q1 2022Q1 20235
EXC EXELON CORP550.00%0.00%0.00%Q3 2022Q3 20235
ALRM Alarm.com Inc550.00%0.00%0.01%Q2 2020Q2 20215
IZRL Ark Israel Innovative550.00%0.00%0.01%Q1 2021Q1 20225
CONSTELLATION ENERGY CORP550.00%0.00%0.00%Q3 2022Q3 20235
EWL ISHARES INC MSCI SWITZ...550.00%0.00%0.00%Q2 2022Q2 20235
IWP ISHARES TR RUS MD CP G...550.00%0.00%0.00%Q3 2022Q3 20235
SLYV SPDR SER TR S&P 600 SM...550.00%0.00%0.00%Q2 2022Q2 20235
HCA HCA Holdings Inc550.00%0.00%0.00%Q1 2021Q1 20225
WRB BERKLEY W R CORP441.94%2.20%2.31%Q2 2022Q1 20234
Becle/Cuervo SAB ORD441.25%1.43%1.83%Q4 2017Q3 20184
FCNCB First Citizens Cl B440.78%1.02%1.12%Q4 2017Q3 20184
QGEN Qiagen NV440.71%0.98%1.15%Q3 2020Q2 20214
AJRD AEROJET ROCKETDYNE HLD...440.58%0.89%1.16%Q2 2022Q1 20234
IAC IAC/InterActive440.61%0.83%0.93%Q4 2018Q3 20194
PTON PELOTON INTERACTIVE INC440.64%0.77%0.89%Q4 2020Q3 20214
ZLNDY Zalando ADR440.69%0.75%0.85%Q3 2020Q2 20214
DECK DECKERS OUTDOOR CORP310.00%0.54%0.78%Q3 2021Q3 20224
CSX CSX Corp440.24%0.28%0.31%Q4 2017Q3 20184
FCNCA First Citizens Cl A440.11%0.23%0.34%Q4 2017Q3 20184
HON Honeywell Intl Inc440.01%0.22%0.84%Q1 2019Q4 20194
TDOC Teladoc Inc440.00%0.20%0.39%Q2 2020Q1 20214
ETN Eaton Corporation440.04%0.06%0.07%Q4 2017Q3 20184
PX Praxair Inc440.03%0.04%0.04%Q4 2017Q3 20184
ES Eversource Energy440.03%0.03%0.03%Q4 2017Q3 20184
GS GOLDMAN SACHS GROUP INC440.02%0.02%0.02%Q4 2022Q3 20234
BRC Brady Corporation440.01%0.01%0.02%Q4 2017Q3 20184
ADC Agree Realty Corp440.01%0.01%0.01%Q4 2017Q3 20184
HLT Hilton Hotels Corp440.01%0.01%0.01%Q1 2019Q4 20194
OEF ISHARES TR S&P 100 ETF440.01%0.01%0.02%Q4 2021Q3 20224
SCHE Schwab Emerging Mkt440.00%0.01%0.01%Q4 2017Q3 20184
NVS Novartis AG ADR440.00%0.00%0.00%Q4 2017Q3 20184
KMB Kimberly-Clark Corp440.00%0.00%0.00%Q2 2020Q1 20214
U UNITY SOFTWARE INC440.00%0.00%0.00%Q4 2022Q3 20234
OSK Oshkosh Corp440.00%0.00%0.00%Q4 2017Q3 20184
COIN COINBASE GLOBAL INC440.00%0.00%0.00%Q2 2021Q1 20224
Organigram Holdings440.00%0.00%0.00%Q1 2019Q4 20194
PNC PNC Financial Services331.79%1.92%2.10%Q4 2017Q2 20183
TCEHY Tencent Holdings ADR331.59%1.71%1.78%Q4 2017Q2 20183
BDX Becton Dickinson & Co331.20%1.64%1.89%Q3 2018Q1 20193
RTN Raytheon Company331.51%1.59%1.75%Q1 2018Q3 20183
AAGIY AIA Group Ltd ADR331.25%1.31%1.34%Q1 2018Q3 20183
XLNX Xilinx Inc331.07%1.19%1.38%Q2 2019Q4 20193
NVO NOVO-NORDISK A S ADR330.95%1.10%1.28%Q1 2023Q3 20233
LEONARDO DRS INC330.90%1.08%1.17%Q1 2023Q3 20233
BLK BLACKROCK INC210.00%1.05%1.80%Q4 2021Q3 20223
WMMVY Wal-Mart De Mexico ADR210.92%1.03%1.17%Q4 2017Q2 20203
EEM iShares MSCI Emerging330.76%0.84%0.94%Q4 2017Q2 20183
SIOX SIO GENE THERAPIES INC330.60%0.81%1.02%Q2 2022Q4 20223
QQQ INVESCO QQQ TR330.79%0.80%0.82%Q3 2021Q1 20223
MKSI MKS INSTRS INC330.00%0.71%1.11%Q4 2021Q2 20223
MDT MEDTRONIC PLC330.09%0.46%1.20%Q3 2021Q1 20223
WEC WEC ENERGY GROUP INC330.28%0.29%0.31%Q3 2021Q1 20223
BRKB BERKSHIRE HATHAWAY INC...330.15%0.16%0.18%Q3 2021Q1 20223
BMO BANK MONTREAL QUE330.03%0.04%0.04%Q3 2021Q1 20223
BX BLACKSTONE INC330.03%0.03%0.03%Q3 2021Q1 20223
SOJD The Southern Co330.02%0.02%0.02%Q4 2020Q2 20213
BHFAO Brighthouse F330.02%0.02%0.02%Q4 2020Q2 20213
FMBIP First Midwest Ba330.02%0.02%0.02%Q4 2020Q2 20213
GUNR Flexshares Upstream330.01%0.01%0.01%Q3 2018Q1 20193
NEW YORK MTG TR INC330.01%0.01%0.01%Q1 2023Q3 20233
RDSA ROYAL DUTCH SHELL PLC210.01%0.01%0.01%Q2 2018Q3 20213
Ultra Electr Hldgs Ord330.01%0.01%0.01%Q4 2020Q2 20213
SCHP SCHWAB STRATEGIC TR US...330.01%0.01%0.01%Q2 2022Q4 20223
SCHO SCHWAB STRATEGIC TR SH...330.01%0.01%0.01%Q2 2022Q4 20223
QUS SPDR SER TR MSCI USA S...330.01%0.01%0.01%Q2 2022Q4 20223
WST West Pharm Srvc Inc330.00%0.00%0.01%Q2 2020Q4 20203
BMRN Biomarin Pharma330.00%0.00%0.01%Q2 2020Q4 20203
SCHZ SCHWAB STRATEGIC TR US...330.00%0.00%0.01%Q2 2022Q4 20223
Guggenheim Energy Income330.00%0.00%0.01%Q4 2020Q2 20213
HEI Heico Corp330.00%0.00%0.00%Q2 2020Q4 20203
MET METLIFE INC210.00%0.00%0.01%Q1 2018Q2 20233
KHC Kraft Heinz Company110.00%0.00%0.01%Q4 2017Q3 20233
CHE Chemed Corporation New330.00%0.00%0.00%Q2 2020Q4 20203
TECH Techne Corp Common330.00%0.00%0.00%Q2 2020Q4 20203
DEO Diageo PLC ADR330.00%0.00%0.00%Q2 2020Q4 20203
PAYX PAYCHEX INC210.00%0.00%0.00%Q1 2021Q3 20233
QUAL iShares MSCI USA330.00%0.00%0.00%Q3 2018Q1 20193
GNR Spdr S&P Global Natural330.00%0.00%0.00%Q3 2018Q1 20193
NOW SERVICENOW INC210.00%0.00%0.00%Q2 2020Q3 20233
ODFL Old Dominion Freight Lns330.00%0.00%0.00%Q2 2021Q4 20213
IEFA iShares EAFE330.00%0.00%0.00%Q1 2021Q3 20213
XLF Fincl Select330.00%0.00%0.00%Q3 2018Q1 20193
UBER UBER TECHNOLOGIES INC210.00%0.00%0.00%Q1 2021Q2 20223
ACB Aurora Cannabis Inc330.00%0.00%0.00%Q2 2019Q4 20193
BHF Brighthouse Fin330.00%0.00%0.00%Q4 2017Q2 20183
LUV SOUTHWEST AIRLS CO330.00%0.00%0.00%Q1 2021Q3 20213
CANADIAN PACIFIC KANSA...222.61%2.67%2.74%Q2 2023Q3 20232
HAIN Hain Celestial Group Inc221.30%1.44%1.58%Q4 2017Q1 20182
FBHS Fortune Brands221.13%1.17%1.21%Q4 2017Q1 20182
REGN Regeneron Pharma220.89%0.94%0.99%Q4 2020Q1 20212
JD JD.Com ADR220.82%0.84%0.85%Q3 2020Q4 20202
AXGT Axon Enterprises220.68%0.74%0.81%Q1 2021Q2 20212
PD PagerDuty Inc220.68%0.73%0.78%Q2 2020Q3 20202
ADYEY Adyen NV220.69%0.70%0.72%Q1 2021Q2 20212
HSY HERSHEY CO220.64%0.68%0.73%Q2 2023Q3 20232
HDB HDFC Bank Ltd ADR220.61%0.62%0.63%Q1 2018Q2 20182
JAMF Jamf Holding Corp220.53%0.59%0.65%Q4 2020Q1 20212
CHGG Chegg Inc220.56%0.58%0.61%Q1 2021Q2 20212
ULTA Ulta Salon Cosmetics220.00%0.41%0.81%Q4 2017Q1 20182
WM WASTE MGMT INC DEL220.03%0.03%0.04%Q2 2023Q3 20232
FAST FASTENAL CO220.03%0.03%0.03%Q2 2023Q3 20232
Canadian Imperia220.03%0.03%0.04%Q4 2020Q1 20212
GOOS Canada Goose Holdings220.03%0.03%0.03%Q4 2018Q1 20192
DSM BNY MELLON STRATEGIC M...220.02%0.02%0.02%Q3 2021Q4 20212
CWT CALIFORNIA WTR SVC GROUP220.02%0.02%0.02%Q2 2023Q3 20232
XLK SELECT SECTOR SPDR TR ...220.01%0.01%0.01%Q2 2023Q3 20232
EFA ISHARES TR220.01%0.01%0.01%Q4 2021Q1 20222
HUBS HUBSPOT INC220.01%0.01%0.01%Q2 2023Q3 20232
MON Monsanto220.01%0.01%0.01%Q4 2017Q1 20182
CPB CAMPBELL SOUP CO220.01%0.01%0.01%Q2 2023Q3 20232
EXAS Exact Sciences Corp220.01%0.01%0.01%Q3 2019Q4 20192
VMW Vmware Inc Cl A220.01%0.01%0.01%Q2 2018Q3 20182
AVGO BROADCOM INC220.01%0.01%0.01%Q2 2023Q3 20232
RGR Sturm Ruger & Co Inc220.01%0.01%0.01%Q4 2019Q1 20202
DG DOLLAR GEN CORP NEW220.00%0.01%0.01%Q2 2023Q3 20232
KORS Michael Kors Hldgs220.00%0.00%0.01%Q2 2018Q3 20182
MU Micron Technology220.00%0.00%0.01%Q2 2018Q3 20182
MDB MONGODB INC CL A220.00%0.00%0.00%Q2 2023Q3 20232
UN Unilever NV ADR220.00%0.00%0.00%Q2 2020Q3 20202
SEDG Solaredge Tech220.00%0.00%0.01%Q2 2018Q3 20182
BKNG BOOKING HOLDINGS INC220.00%0.00%0.00%Q2 2023Q3 20232
AMGN AMGEN INC220.00%0.00%0.00%Q2 2023Q3 20232
OTIS OTIS WORLDWIDE CORP220.00%0.00%0.00%Q2 2023Q3 20232
ORLY OREILLY AUTOMOTIVE INC220.00%0.00%0.00%Q2 2023Q3 20232
OGN ORGANON & CO220.00%0.00%0.01%Q2 2021Q3 20212
MHO M/I HOMES INC220.00%0.00%0.00%Q2 2023Q3 20232
GILD GILEAD SCIENCES INC220.00%0.00%0.00%Q2 2023Q3 20232
KEY Keycorp Inc220.00%0.00%0.00%Q1 2021Q2 20212
MTN VAIL RESORTS INC220.00%0.00%0.00%Q2 2023Q3 20232
CPRT COPART INC220.00%0.00%0.00%Q2 2023Q3 20232
TYL TYLER TECHNOLOGIES INC220.00%0.00%0.00%Q2 2023Q3 20232
KLAC KLA CORP220.00%0.00%0.00%Q2 2023Q3 20232
Raytheon Technologies Co220.00%0.00%0.00%Q3 2020Q4 20202
IWO ISHARES TR RUS 2000 GR...220.00%0.00%0.00%Q3 2022Q4 20222
BMYRT Bristol-Myers Squibb Rts220.00%0.00%0.00%Q4 2019Q1 20202
ZNGA Zynga Inc220.00%0.00%0.00%Q1 2021Q2 20212
UAL United Contl Hldgs Inc220.00%0.00%0.00%Q1 2021Q2 20212
SYF Synchrony Finl220.00%0.00%0.00%Q1 2021Q2 20212
COF Capital One Financial Cp220.00%0.00%0.00%Q1 2021Q2 20212
SAP SAP SE ADR111.14%1.14%1.14%Q4 2017Q4 20171
CBS CBS Corporation111.11%1.11%1.11%Q4 2017Q4 20171
BMI BADGER METER INC110.95%0.95%0.95%Q3 2023Q3 20231
CWGL Crimson Wine Group110.90%0.90%0.90%Q4 2017Q4 20171
UNM Unum Group110.72%0.72%0.72%Q4 2017Q4 20171
DBX Dropbox Inc110.67%0.67%0.67%Q2 2020Q2 20201
PAC Grupo Aero Pacific ADR110.66%0.66%0.66%Q4 2019Q4 20191
AMWL American Well Corp110.35%0.35%0.35%Q4 2020Q4 20201
KOSP ABBOTT LABS110.12%0.12%0.12%Q2 2023Q2 20231
VDE VANGUARD WORLD ENERGY ETF110.11%0.11%0.11%Q1 2022Q1 20221
LSI LIFE STORAGE INC110.07%0.07%0.07%Q1 2022Q1 20221
Royal Bank Of Ca110.06%0.06%0.06%Q4 2020Q4 20201
BY Byline Bancorp Inc110.06%0.06%0.06%Q4 2018Q4 20181
LIN Linde PLC110.04%0.04%0.04%Q4 2018Q4 20181
Hsbc Usa Inc110.03%0.03%0.03%Q4 2020Q4 20201
EWT MSCI TAIWAN ETF110.03%0.03%0.03%Q3 2021Q3 20211
VOD VODAFONE GROUP PLC NEW110.03%0.03%0.03%Q3 2021Q3 20211
EWQ MSCI FRANCE ETF110.02%0.02%0.02%Q3 2021Q3 20211
BNS BANK NOVA SCOTIA B C110.02%0.02%0.02%Q3 2021Q3 20211
TFC TRUIST FINL CORP110.02%0.02%0.02%Q3 2021Q3 20211
DOW DOW INC110.02%0.02%0.02%Q3 2021Q3 20211
C CITIGROUP INC110.02%0.02%0.02%Q3 2021Q3 20211
F FORD MTR CO DEL110.02%0.02%0.02%Q3 2023Q3 20231
THQ TEKLA HEALTHCARE OPPOR...110.01%0.01%0.01%Q3 2021Q3 20211
CMG CHIPOTLE MEXICAN GRILL...110.01%0.01%0.01%Q3 2023Q3 20231
DMF BNY MELLON MUN INCOME INC110.01%0.01%0.01%Q3 2021Q3 20211
VMO INVESCO MUN OPPORTUNIT...110.01%0.01%0.01%Q3 2021Q3 20211
SIX SIX FLAGS ENTMT CORP NEW110.01%0.01%0.01%Q3 2021Q3 20211
CPZ CALAMOS LNG SHR EQT DY...110.01%0.01%0.01%Q3 2021Q3 20211
O REALTY INCOME CORP110.01%0.01%0.01%Q3 2021Q3 20211
ARCC ARES CAPITAL CORP110.01%0.01%0.01%Q3 2021Q3 20211
WY WEYERHAEUSER CO MTN BE110.01%0.01%0.01%Q3 2021Q3 20211
ADP Auto Data Processing110.01%0.01%0.01%Q1 2019Q1 20191
CAG CONAGRA BRANDS INC110.01%0.01%0.01%Q3 2021Q3 20211
ETY EATON VANCE TAX-MANAGE...110.01%0.01%0.01%Q3 2021Q3 20211
NML NEUBERGER BERMAN MLP &...110.01%0.01%0.01%Q3 2021Q3 20211
ORCL Oracle110.01%0.01%0.01%Q4 2017Q4 20171
CIM CHIMERA INVT CORP110.01%0.01%0.01%Q3 2021Q3 20211
FPF FIRST TR INTER DURATN ...110.01%0.01%0.01%Q3 2021Q3 20211
RYAAY Ryanair Hldgs Plc110.01%0.01%0.01%Q2 2018Q2 20181
BMEZ BLACKROCK HEALTH SCIEN...110.01%0.01%0.01%Q3 2021Q3 20211
K KELLOGG CO110.01%0.01%0.01%Q3 2021Q3 20211
SVC SERVICE PPTYS TR110.01%0.01%0.01%Q3 2021Q3 20211
EXG EATON VANCE TAX-MANAGE...110.01%0.01%0.01%Q3 2021Q3 20211
MRCC MONROE CAP CORP110.01%0.01%0.01%Q3 2021Q3 20211
FIV FIRST TR SR FLOATING R...110.01%0.01%0.01%Q3 2021Q3 20211
FLOT FLTG RATE NT ETF110.01%0.01%0.01%Q3 2021Q3 20211
KDP KEURIG DR PEPPER INC110.01%0.01%0.01%Q3 2023Q3 20231
LEO BNY MELLON STRATEGIC M...110.01%0.01%0.01%Q3 2021Q3 20211
CI THE CIGNA GROUP110.01%0.01%0.01%Q3 2023Q3 20231
DOC PHYSICIANS RLTY TR110.01%0.01%0.01%Q3 2021Q3 20211
SPLG SPDR SER TR PORTFOLIO ...110.00%0.00%0.00%Q3 2023Q3 20231
TYG TORTOISE ENERGY INFRA ...110.00%0.00%0.00%Q3 2021Q3 20211
TMUS T-Mobile US Inc110.00%0.00%0.00%Q1 2021Q1 20211
TTP TORTOISE PIPELINE & EN...110.00%0.00%0.00%Q3 2021Q3 20211
FITB Fifth Third Bancorp110.00%0.00%0.00%Q1 2021Q1 20211
NOC Northrop Grumman Corp110.00%0.00%0.00%Q1 2021Q1 20211
EMR Emerson Electric Co110.00%0.00%0.00%Q1 2021Q1 20211
CINF Cincinnati Finl110.00%0.00%0.00%Q1 2021Q1 20211
APTS PREFERRED APT CMNTYS INC110.00%0.00%0.00%Q3 2021Q3 20211
CRL Charles River Labs110.00%0.00%0.00%Q1 2021Q1 20211
INTU Intuit Inc110.00%0.00%0.00%Q4 2017Q4 20171
DXCM DEXCOM INC110.00%0.00%0.00%Q2 2023Q2 20231
GE General Electric110.00%0.00%0.00%Q1 2020Q1 20201
FAB FIRST TR MULTI CP VAL ...110.00%0.00%0.00%Q1 2023Q1 20231
ECL Ecolab Inc110.00%0.00%0.00%Q2 2020Q2 20201
VTRS VIATRIS INC110.00%0.00%0.00%Q3 2021Q3 20211
CASA CASA SYS INC110.00%0.00%0.00%Q3 2023Q3 20231
KSHB Kushco Holdings Inc110.00%0.00%0.00%Q1 2019Q1 20191
SPMD S&P 400 Mid Cap110.00%0.00%0.00%Q1 2021Q1 20211
FDX Fedex Corporation110.00%0.00%0.00%Q4 2017Q4 20171
ICE Intercontinental Exc110.00%0.00%0.00%Q2 2020Q2 20201
RCL Royal Caribbean Cruises110.00%0.00%0.00%Q1 2021Q1 20211
NOK Nokia110.00%0.00%0.00%Q1 2021Q1 20211
CLF Cliffs Natural Res110.00%0.00%0.00%Q1 2021Q1 20211
PSEC Prospect Capital Co110.00%0.00%0.00%Q1 2021Q1 20211
BBBY Bed Bath & Beyond110.00%0.00%0.00%Q1 2021Q1 20211
CCL Carnival Corp New110.00%0.00%0.00%Q1 2021Q1 20211
MGM Mgm Resorts Intl110.00%0.00%0.00%Q1 2021Q1 20211
GLUU Glu Mobile Inc110.00%0.00%0.00%Q1 2021Q1 20211
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The securities at the top of the list , including SPDR S&P 500 ETF TR UNIT, MARSH & MCLENNAN COS INC, and HOME DEPOT INC, are the highest-conviction holdings of Tower View Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Tower View Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Tower View Wealth Management LLC owns currently or has owned in the past.