Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P 500 ETF TR UNIT | 24 | Q3 2023 | 3.8% |
MARSH & MCLENNAN COS INC | 24 | Q3 2023 | 4.1% |
HOME DEPOT INC | 24 | Q3 2023 | 3.6% |
VISA INC COM CL A | 24 | Q3 2023 | 3.0% |
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | 24 | Q3 2023 | 4.8% |
LILLY ELI & CO | 24 | Q3 2023 | 4.6% |
AMAZON COM INC | 24 | Q3 2023 | 2.9% |
ADOBE SYSTEMS INCORPORATED | 24 | Q3 2023 | 2.9% |
MICROSOFT CORP | 24 | Q3 2023 | 4.0% |
VANGUARD INDEXGROWTH ETF | 24 | Q3 2023 | 2.4% |
View Tower View Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-29 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-31 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-16 |
13F-HR | 2023-02-13 |
13F-HR | 2022-11-15 |
13F-HR | 2022-08-08 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-03 |
View Tower View Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.