$149 Thousand is the total value of Tower View Wealth Management LLC's 157 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 13.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMC | Sell | MARSH & MCLENNAN COS INC | $5,481 | -1.0% | 32,909 | -1.6% | 3.68% | -4.3% |
| MSFT | Sell | MICROSOFT CORP | $5,312 | +19.5% | 18,425 | -0.6% | 3.57% | +15.5% |
| DE | Sell | DEERE & CO | $5,287 | -4.2% | 12,806 | -0.6% | 3.55% | -7.4% |
| LLY | Sell | LILLY ELI & CO | $5,284 | -6.6% | 15,388 | -0.5% | 3.55% | -9.8% |
| HD | Buy | HOME DEPOT INC | $4,855 | -6.3% | 16,449 | +0.2% | 3.26% | -9.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $4,844 | -10.9% | 10,249 | -0.0% | 3.26% | -13.9% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $4,601 | +24.6% | 49,459 | -0.2% | 3.09% | +20.5% |
| ADI | Buy | ANALOG DEVICES INC | $4,442 | +20.6% | 22,524 | +0.3% | 2.98% | +16.6% |
| V | Sell | VISA INC CL A | $4,308 | +7.8% | 19,108 | -0.6% | 2.90% | +4.2% |
| SBUX | Sell | STARBUCKS CORP | $4,044 | +4.7% | 38,838 | -0.2% | 2.72% | +1.3% |
| CP | Sell | CANADIAN PAC RY LTD | $4,036 | +3.0% | 52,460 | -0.2% | 2.71% | -0.5% |
| NVDA | Sell | NVIDIA CORPORATION | $4,020 | +85.0% | 14,472 | -2.7% | 2.70% | +78.8% |
| DHR | Buy | DANAHER CORPORATION | $3,957 | -4.4% | 15,701 | +0.7% | 2.66% | -7.6% |
| COST | Buy | COSTCO WHSL CORP NEW | $3,912 | +9.1% | 7,874 | +0.2% | 2.63% | +5.5% |
| DOV | Buy | DOVER CORP | $3,798 | +12.2% | 25,000 | +0.0% | 2.55% | +8.5% |
| SPY | Sell | SPDR S&P 500 ETF TR | $3,765 | +6.6% | 9,196 | -0.4% | 2.53% | +3.1% |
| VBK | Sell | VANGUARD INDEX FDS SML CP GRW ETF | $3,714 | +6.4% | 17,163 | -1.4% | 2.50% | +2.9% |
| UNP | Buy | UNION PAC CORP | $3,588 | -1.7% | 17,825 | +1.1% | 2.41% | -5.0% |
| CAT | Buy | CATERPILLAR INC | $3,408 | -4.1% | 14,894 | +0.4% | 2.29% | -7.3% |
| GOOG | Sell | ALPHABET INC CAP STK CL C | $3,392 | +15.8% | 32,611 | -1.2% | 2.28% | +11.9% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDS DIV APP ETF | $3,343 | +1.3% | 21,708 | -0.1% | 2.25% | -2.1% |
| CNQ | Buy | CANADIAN NAT RES LTD | $3,101 | +1.8% | 56,020 | +2.1% | 2.08% | -1.6% |
| ASML | Buy | ASML HOLDING N V N Y REGISTRY SHS | $3,077 | +24.8% | 4,521 | +0.2% | 2.07% | +20.7% |
| VUG | Sell | VANGUARD INDEX FDS GROWTH ETF | $3,065 | +16.6% | 12,287 | -0.4% | 2.06% | +12.8% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,019 | +12.5% | 7,834 | -1.7% | 2.03% | +8.8% |
| WRB | Buy | BERKLEY W R CORP | $2,890 | -13.2% | 46,416 | +1.2% | 1.94% | -16.0% |
| AMZN | Sell | AMAZON COM INC | $2,646 | +20.1% | 25,614 | -2.3% | 1.78% | +16.1% |
| MCD | Buy | MCDONALDS CORP | $2,587 | +8.0% | 9,252 | +1.8% | 1.74% | +4.4% |
| CARR | Buy | CARRIER GLOBAL CORPORATION | $2,512 | +13.6% | 54,903 | +2.4% | 1.69% | +9.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $2,388 | -0.6% | 24,383 | +2.4% | 1.60% | -3.9% |
| LULU | Sell | LULULEMON ATHLETICA INC | $2,385 | +11.2% | 6,549 | -2.2% | 1.60% | +7.6% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | $2,289 | +5.6% | 4,993 | +2.0% | 1.54% | +2.1% |
| GOOGL | Buy | ALPHABET INC CAP STK CL A | $2,264 | +18.5% | 21,827 | +0.8% | 1.52% | +14.5% |
| NVMI | Sell | NOVA LTD | $2,150 | +27.1% | 20,582 | -0.6% | 1.44% | +22.9% |
| PEP | Sell | PEPSICO INC | $2,065 | -0.4% | 11,329 | -1.3% | 1.39% | -3.7% |
| PYPL | Buy | PAYPAL HLDGS INC | $2,015 | +11.4% | 26,531 | +4.5% | 1.35% | +7.7% |
| VHT | Buy | VANGUARD WORLD FDS HEALTH CAR ETF | $1,741 | -3.0% | 7,301 | +0.9% | 1.17% | -6.2% |
| BKR | Buy | BAKER HUGHES COMPANY CL A | $1,706 | -1.7% | 59,109 | +0.6% | 1.15% | -5.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $1,675 | -5.0% | 6,558 | -1.3% | 1.13% | -8.2% |
| VGT | Buy | VANGUARD WORLD FDS INF TECH ETF | $1,582 | +20.9% | 4,104 | +0.1% | 1.06% | +16.8% |
| NVO | New | NOVO-NORDISK A S ADR | $1,418 | – | 8,908 | +100.0% | 0.95% | – |
| New | LEONARDO DRS INC | $1,343 | – | 103,558 | +100.0% | 0.90% | – | |
| PG | Sell | PROCTER AND GAMBLE CO | $1,227 | -5.0% | 8,252 | -3.1% | 0.82% | -8.0% |
| VDC | Buy | VANGUARD WORLD FDS CONSUM STP ETF | $1,146 | +1.9% | 5,921 | +0.8% | 0.77% | -1.5% |
| AJRD | Sell | AEROJET ROCKETDYNE HLDGS INC | $856 | -48.7% | 15,235 | -49.0% | 0.58% | -50.4% |
| VOO | Buy | VANGUARD INDEX FDS S&P 500 ETF SHS | $853 | +7.6% | 2,267 | +0.5% | 0.57% | +4.0% |
| VYM | Buy | VANGUARD WHITEHALL FDS HIGH DIV YLD | $525 | -1.9% | 4,978 | +0.7% | 0.35% | -5.1% |
| VIGI | Buy | VANGUARD WHITEHALL FDS INTL DVD ETF | $476 | +12.8% | 6,457 | +6.5% | 0.32% | +9.2% |
| VB | Buy | VANGUARD INDEX FDS SMALL CP ETF | $451 | +13.9% | 2,381 | +10.3% | 0.30% | +10.2% |
| MGEE | Buy | MGE ENERGY INC | $391 | +14.0% | 5,040 | +3.5% | 0.26% | +10.5% |
| SHY | Buy | ISHARES TR 1 3 YR TREAS BD | $387 | +1.8% | 4,705 | +0.4% | 0.26% | -1.5% |
| KO | Buy | COCA COLA CO | $379 | -0.3% | 6,110 | +2.4% | 0.26% | -3.4% |
| VO | Buy | VANGUARD INDEX FDS MID CAP ETF | $355 | +4.1% | 1,682 | +0.4% | 0.24% | +0.8% |
| MDLZ | Buy | MONDELEZ INTL INC CL A | $322 | +20.6% | 4,612 | +15.0% | 0.22% | +16.1% |
| PSA | Buy | PUBLIC STORAGE | $296 | +13.0% | 978 | +4.6% | 0.20% | +9.3% |
| MA | Buy | MASTERCARD INCORPORATED CL A | $260 | +7.9% | 717 | +3.3% | 0.18% | +4.2% |
| PLD | Buy | PROLOGIS INC. | $254 | +20.4% | 2,039 | +8.9% | 0.17% | +16.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $202 | -2.9% | 2,912 | +0.6% | 0.14% | -6.2% |
| VNQ | Buy | VANGUARD INDEX FDS REAL ESTATE ETF | $162 | +7.3% | 1,952 | +6.7% | 0.11% | +3.8% |
| SYK | Buy | STRYKER CORPORATION | $149 | +17.3% | 522 | +0.2% | 0.10% | +13.6% |
| TSLA | TESLA INC | $146 | +67.8% | 705 | 0.0% | 0.10% | +63.3% | |
| ABT | Sell | ABBOTT LABS | $146 | -11.0% | 1,445 | -3.2% | 0.10% | -14.0% |
| XLV | Buy | SELECT SECTOR SPDR TR SBI HEALTHCARE | $144 | -4.0% | 1,110 | +0.4% | 0.10% | -6.7% |
| ZIMVIE INC | $138 | – | 19 | 0.0% | 0.09% | – | ||
| TMO | THERMO FISHER SCIENTIFIC INC | $136 | +4.6% | 237 | 0.0% | 0.09% | +1.1% | |
| VTI | Buy | VANGUARD INDEX FDS TOTAL STK MKT | $106 | +35.9% | 517 | +0.4% | 0.07% | +31.5% |
| ABBV | Sell | ABBVIE INC | $103 | -3.7% | 649 | -1.7% | 0.07% | -6.8% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $98 | -18.3% | 2,528 | -16.7% | 0.07% | -20.5% |
| WTRG | Sell | ESSENTIAL UTILS INC | $87 | -13.0% | 1,995 | -4.9% | 0.06% | -17.1% |
| KKR | Buy | KKR & CO INC | $85 | +13.3% | 1,613 | +0.2% | 0.06% | +9.6% |
| IRM | IRON MTN INC DEL | $81 | +5.2% | 1,539 | 0.0% | 0.05% | 0.0% | |
| PM | PHILIP MORRIS INTL INC | $65 | -4.4% | 668 | 0.0% | 0.04% | -6.4% | |
| IWV | Buy | ISHARES TR RUSSELL 3000 ETF | $66 | +6.5% | 281 | +0.4% | 0.04% | +2.3% |
| CG | Buy | CARLYLE GROUP INC | $64 | +4.9% | 2,060 | +0.9% | 0.04% | +2.4% |
| XOM | Buy | EXXON MOBIL CORP | $63 | 0.0% | 571 | +0.5% | 0.04% | -4.5% |
| XEL | Buy | XCEL ENERGY INC | $63 | -3.1% | 937 | +0.8% | 0.04% | -6.7% |
| VTV | Sell | VANGUARD INDEX FDS VALUE ETF | $55 | -16.7% | 400 | -14.5% | 0.04% | -19.6% |
| CRM | SALESFORCE INC | $52 | +271.4% | 260 | 0.0% | 0.04% | +250.0% | |
| ITW | Buy | ILLINOIS TOOL WKS INC | $51 | +10.9% | 210 | +0.5% | 0.03% | +6.2% |
| PSX | Buy | PHILLIPS 66 | $47 | -2.1% | 464 | +1.1% | 0.03% | -3.0% |
| CNI | CANADIAN NATL RY CO | $47 | -2.1% | 400 | 0.0% | 0.03% | -3.0% | |
| COP | Buy | CONOCOPHILLIPS | $45 | -15.1% | 455 | +0.4% | 0.03% | -18.9% |
| MRK | MERCK & CO INC | $43 | -4.4% | 405 | 0.0% | 0.03% | -6.5% | |
| PFE | Buy | PFIZER INC | $42 | -20.8% | 1,035 | +1.0% | 0.03% | -24.3% |
| MO | ALTRIA GROUP INC | $42 | -2.3% | 938 | 0.0% | 0.03% | -6.7% | |
| CVS | Buy | CVS HEALTH CORP | $38 | -19.1% | 509 | +0.8% | 0.03% | -21.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $36 | -2.7% | 275 | +0.7% | 0.02% | -7.7% |
| ETR | ENTERGY CORP NEW | $33 | -2.9% | 307 | 0.0% | 0.02% | -8.3% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $32 | +3.2% | 508 | 0.0% | 0.02% | 0.0% | |
| SSD | SIMPSON MFG INC | $28 | +27.3% | 252 | 0.0% | 0.02% | +26.7% | |
| SCHB | Buy | SCHWAB STRATEGIC TR US BRD MKT ETF | $27 | +8.0% | 570 | +0.4% | 0.02% | +5.9% |
| CSCO | Buy | CISCO SYS INC | $27 | +12.5% | 512 | +0.8% | 0.02% | +5.9% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $25 | +4.2% | 191 | 0.0% | 0.02% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $26 | -3.7% | 78 | 0.0% | 0.02% | -10.5% | |
| LKFN | Buy | LAKELAND FINL CORP | $26 | -13.3% | 409 | +0.7% | 0.02% | -19.0% |
| VBR | Buy | VANGUARD INDEX FDS SM CP VAL ETF | $22 | 0.0% | 139 | +0.7% | 0.02% | 0.0% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $22 | -21.4% | 100 | 0.0% | 0.02% | -21.1% | |
| CALX | CALIX INC | $21 | -22.2% | 400 | 0.0% | 0.01% | -26.3% | |
| USB | Buy | US BANCORP DEL COM NEW | $19 | -13.6% | 515 | +1.0% | 0.01% | -13.3% |
| QCOM | Buy | QUALCOMM INC | $20 | +17.6% | 154 | +0.7% | 0.01% | +8.3% |
| CHD | Sell | CHURCH & DWIGHT CO INC | $18 | -18.2% | 200 | -25.1% | 0.01% | -20.0% |
| GIS | Buy | GENERAL MLS INC | $17 | 0.0% | 203 | +0.5% | 0.01% | -8.3% |
| ALPHA TAU MEDICAL LTD | $16 | -11.1% | 5,566 | 0.0% | 0.01% | -15.4% | ||
| IVV | ISHARES TR CORE S&P500 ETF | $16 | +6.7% | 38 | 0.0% | 0.01% | +10.0% | |
| WFC | Buy | WELLS FARGO CO NEW | $15 | -11.8% | 408 | +0.7% | 0.01% | -16.7% |
| CMCSA | COMCAST CORP NEW CL A | $15 | +7.1% | 391 | 0.0% | 0.01% | 0.0% | |
| New | NEW YORK MTG TR INC | $15 | – | 1,500 | +100.0% | 0.01% | – | |
| IWF | Buy | ISHARES TR RUS 1000 GRW ETF | $14 | +7.7% | 59 | +1.7% | 0.01% | 0.0% |
| XLY | SELECT SECTOR SPDR TR SBI CONS DISCR | $14 | +16.7% | 96 | 0.0% | 0.01% | +12.5% | |
| SDY | Buy | SPDR SER TR S&P DIVID ETF | $13 | 0.0% | 103 | +1.0% | 0.01% | 0.0% |
| XLI | SELECT SECTOR SPDR TR SBI INT-INDS | $12 | 0.0% | 122 | 0.0% | 0.01% | 0.0% | |
| VOX | VANGUARD WORLD FDS COMM SRVC ETF | $10 | +25.0% | 101 | 0.0% | 0.01% | +16.7% | |
| VPU | Buy | VANGUARD WORLD FDS UTILITIES ETF | $11 | 0.0% | 75 | +1.4% | 0.01% | -12.5% |
| MDYV | SPDR SER TR S&P 400 MDCP VAL | $10 | 0.0% | 147 | 0.0% | 0.01% | 0.0% | |
| XLP | SELECT SECTOR SPDR TR SBI CONS STPLS | $10 | 0.0% | 128 | 0.0% | 0.01% | 0.0% | |
| ED | Sell | CONSOLIDATED EDISON INC | $10 | -23.1% | 100 | -25.4% | 0.01% | -22.2% |
| SO | Buy | SOUTHERN CO | $10 | 0.0% | 138 | +0.7% | 0.01% | 0.0% |
| IWS | ISHARES TR RUS MDCP VAL ETF | $9 | 0.0% | 87 | 0.0% | 0.01% | 0.0% | |
| MAA | Sell | MID-AMER APT CMNTYS INC | $9 | -43.8% | 57 | -43.6% | 0.01% | -45.5% |
| ETSY | ETSY INC | $7 | -12.5% | 65 | 0.0% | 0.01% | -16.7% | |
| CVX | Sell | CHEVRON CORP NEW | $7 | -22.2% | 46 | -9.8% | 0.01% | -16.7% |
| CENT | CENTRAL GARDEN & PET CO | $8 | +14.3% | 200 | 0.0% | 0.01% | 0.0% | |
| T | Sell | AT&T INC | $7 | -22.2% | 363 | -29.2% | 0.01% | -16.7% |
| BIIB | BIOGEN INC | $8 | 0.0% | 29 | 0.0% | 0.01% | -16.7% | |
| VOE | VANGUARD INDEX FDS MCAP VL IDXVIP | $6 | 0.0% | 46 | 0.0% | 0.00% | 0.0% | |
| IWD | ISHARES TR RUS 1000 VAL ETF | $6 | 0.0% | 41 | 0.0% | 0.00% | 0.0% | |
| VRSK | Buy | VERISK ANALYTICS INC | $6 | +20.0% | 31 | +3.3% | 0.00% | +33.3% |
| EXC | EXELON CORP | $6 | 0.0% | 134 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $6 | +20.0% | 19 | 0.0% | 0.00% | +33.3% | |
| CAH | CARDINAL HEALTH INC | $5 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| PENN | PENN ENTERTAINMENT INC | $4 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| OSMT | RVL PHARMACEUTICALS PLC | $5 | 0.0% | 4,100 | 0.0% | 0.00% | 0.0% | |
| IJH | ISHARES TR CORE S&P MCP ETF | $4 | +33.3% | 14 | 0.0% | 0.00% | +50.0% | |
| IWN | Sell | ISHARES TR RUS 2000 VAL ETF | $4 | -20.0% | 31 | -16.2% | 0.00% | 0.0% |
| SWBI | Buy | SMITH & WESSON BRANDS INC | $5 | +66.7% | 398 | +1.8% | 0.00% | +50.0% |
| NKE | Sell | NIKE INC CL B | $5 | -44.4% | 39 | -50.0% | 0.00% | -50.0% |
| U | UNITY SOFTWARE INC | $4 | +33.3% | 109 | 0.0% | 0.00% | +50.0% | |
| LOW | LOWES COS INC | $5 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $4 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| FELE | FRANKLIN ELEC INC | $3 | 0.0% | 35 | 0.0% | 0.00% | 0.0% | |
| IJR | Buy | ISHARES TR CORE S&P SCP ETF | $3 | 0.0% | 27 | +3.8% | 0.00% | 0.0% |
| EWL | ISHARES INC MSCI SWITZERLAND | $3 | +50.0% | 58 | 0.0% | 0.00% | +100.0% | |
| GLOB | GLOBANT S A | $3 | -25.0% | 21 | 0.0% | 0.00% | -33.3% | |
| FAB | New | FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST | $3 | – | 45 | +100.0% | 0.00% | – |
| LHX | L3HARRIS TECHNOLOGIES INC | $3 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| CONSTELLATION ENERGY CORP | $3 | -25.0% | 44 | 0.0% | 0.00% | -33.3% | ||
| SLYV | SPDR SER TR S&P 600 SMCP VAL | $1 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| IWP | ISHARES TR RUS MD CP GR ETF | $2 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| PIRS | PIERIS PHARMACEUTICALS INC | $1 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| AOUT | AMERICAN OUTDOOR BRANDS INC | $1 | 0.0% | 93 | 0.0% | 0.00% | 0.0% | |
| AFRM | AFFIRM HLDGS INC CL A | $1 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| LUCID GROUP INC | $1 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | ||
| WARNER BROS DISCOVERY INC SER A | $0 | – | 3 | 0.0% | 0.00% | – | ||
| CGC | CANOPY GROWTH CORP | $0 | – | 20 | 0.0% | 0.00% | – | |
| XSPA | XWELL INC | $0 | – | 1,000 | 0.0% | 0.00% | – | |
| CRON | CRONOS GROUP INC | $0 | – | 100 | 0.0% | 0.00% | – | |
| MRNA | MODERNA INC | $0 | -100.0% | 3 | 0.0% | 0.00% | -100.0% | |
| IWO | Exit | ISHARES TR RUS 2000 GRW ETF | $0 | – | -3 | -100.0% | -0.00% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TR US AGGREGATE B | $0 | – | -127 | -100.0% | -0.00% | – |
| QUS | Exit | SPDR SER TR MSCI USA STRTGIC | $0 | – | -65 | -100.0% | -0.01% | – |
| SCHO | Exit | SCHWAB STRATEGIC TR SHT TM US TRES | $0 | – | -150 | -100.0% | -0.01% | – |
| SCHP | Exit | SCHWAB STRATEGIC TR US TIPS ETF | $0 | – | -139 | -100.0% | -0.01% | – |
| VFH | Exit | VANGUARD WORLD FDS FINANCIALS ETF | $0 | – | -153 | -100.0% | -0.01% | – |
| CSQ | Exit | CALAMOS STRATEGIC TOTAL RETU | $0 | – | -1,044 | -100.0% | -0.01% | – |
| CM | Exit | CANADIAN IMPERIAL BK COMM TO | $0 | – | -600 | -100.0% | -0.02% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -3,660 | -100.0% | -0.45% | – |
| SIOX | Exit | SIO GENE THERAPIES INC | $0 | – | -5,239 | -100.0% | -0.60% | – |
| SQ | Exit | BLOCK INC CL A | $0 | – | -20,911 | -100.0% | -0.91% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -32,862 | -100.0% | -1.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-16
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.