Strong Tower Advisory Services — Q4 2025 13F Holdings

Name: Strong Tower Advisory Services — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001889322

Total reported value

$531.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	5.11%	+0.67%	+23.15%
2	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	4.73%	+0.65%	—
3	NVDA	Nvidia CORP	Stock-Tech	4.42%	-0.23%	-1.90%
4	BLV	Vanguard Long-term Bond ETF	ETF-Other	3.91%	+0.50%	+28.56%
5	MSTR	Strategy INC	Stock-Tech	3.50%	-0.34%	+43.07%
6	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	3.39%	+0.26%	-24.86%
7	MSFT	Microsoft CORP	Stock-Tech	3.17%	-0.50%	+2.91%
8	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	3.16%	-0.41%	+23.66%
9	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	2.80%	+0.58%	—
10	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	2.72%	-0.16%	-1.73%
11	TSLA	Tesla INC	Stock-Consumer Disc	2.71%	-0.27%	-9.08%
12	BMNR	Bitmine Immersion Technologi	Stock-Financials	2.45%	-0.36%	+82.30%
13	AMZN	Amazon.com INC	Stock-Consumer Disc	2.38%	-0.03%	+2.19%
14	LLY	Eli Lilly & Co	Stock-Healthcare	2.09%	-0.18%	+0.32%
15	PWR	Quanta Services INC	Stock-Industrials	2.00%	+0.72%	-0.79%
16	AAPL	Apple INC	Stock-Tech	1.97%	—	+0.11%
17	FCX	Freeport-mcmoran INC	Stock-Materials	1.91%	+0.40%	+3.96%
18	COF	Capital One Financial CORP	Stock-Financials	1.85%	-1.85%	EXIT
19	UNH	Unitedhealth Group INC	Stock-Healthcare	1.78%	+0.49%	+1.70%
20	BA	Boeing Co/the	Stock-Industrials	1.75%	-0.04%	+8.45%
21	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	1.60%	-0.14%	+0.59%
22	MMM	3m Co	Stock-Industrials	1.56%	-0.04%	+5.82%
23	V	Visa Inc-class A Shares	Stock-Financials	1.55%	—	+8.28%
24	LPX	Louisiana-pacific CORP	Stock-Industrials	1.54%	-0.05%	+33.75%
25	XOM	Exxon Mobil CORP	Stock-Energy	1.53%	+0.76%	+5.91%
26	SOLV	Solventum CORP	Stock-Healthcare	1.52%	-0.14%	+8.31%
27	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.49%	-1.45%	+7.54%
28	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	1.19%	-0.50%	—
29	AVGO	Broadcom INC	Stock-Tech	1.11%	-0.05%	-1.39%
30	CEG	Constellation Energy	Stock-Utilities	1.00%	-0.18%	-0.89%
31	PH	Parker Hannifin CORP	Stock-Industrials	0.92%	—	-0.59%
32	NEM	Newmont CORP	Stock-Materials	0.90%	—	-1.62%
33	CMI	Cummins INC	Stock-Industrials	0.81%	-0.19%	-1.22%
34	RTX	Rtx CORP	Stock-Industrials	0.81%	—	+0.30%
35	LHX	L3harris Technologies INC	Stock-Industrials	0.74%	+0.16%	+0.84%
36	BHP	Bhp Group Ltd-spon Adr	Stock-Materials	0.74%	+0.18%	+3.71%
37	JPM	Jpmorgan Chase & Co	Stock-Financials	0.71%	—	+2.69%
38	MA	Mastercard INC - A	Stock-Financials	0.70%	—	+4.58%
39	BLK	Blackrock INC	Stock-Financials	0.69%	—	+6.11%
40	GRMN	Garmin Ltd.	Stock-Tech	0.69%	+0.13%	+13.63%
41	CNI	Canadian Natl Railway Co	Stock-Industrials	0.69%	—	+18.00%
42	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.68%	—	+5.12%
43	ECL	Ecolab INC	Stock-Materials	0.66%	—	+8.94%
44	WMT	Walmart INC	Stock-Consumer Staples	0.65%	+0.12%	+4.75%
45	STE	STERIS plc	Stock-Healthcare	0.64%	—	+7.01%
46	SHW	Sherwin-williams Co/the	Stock-Materials	0.64%	—	+19.31%
47	CVX	Chevron CORP	Stock-Energy	0.64%	+0.28%	+12.88%
48	ROP	Roper Technologies INC	Stock-Tech	0.63%	—	+29.69%
49	ITW	Illinois Tool Works	Stock-Industrials	0.62%	—	+13.88%
50	MRK	Merck & Co. INC.	Stock-Healthcare	0.61%	+0.13%	+7.45%

1–50 of 97

Holding changes this quarter

Position changes disclosed by Strong Tower Advisory Services for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.7%	+23.15%	Add
2	BLV	Vanguard Long-term Bond ETF	+0.6%	+28.56%	Add
3	LLY	Eli Lilly & Co	+0.5%	+0.32%	Add
4	GOOGL	Alphabet Inc-cl A	+0.5%	-1.73%	Trim
5	FCX	Freeport-mcmoran INC	+0.4%	+3.96%	Add
6	LPX	Louisiana-pacific CORP	+0.2%	+33.75%	Add
7	COF	Capital One Financial CORP	+0.2%	+3.47%	Add
8	SOLV	Solventum CORP	+0.2%	+8.31%	Add
9	MLPA	Global X Mlp ETF	+0.1%	+38.05%	Add
10	MRK	Merck & Co. INC.	+0.1%	+7.45%	Add
11	AWK	American Water Works Co INC	+0.1%	+44.44%	Add
12	PAYX	Paychex INC	+0.1%	+48.83%	Add
13	XOM	Exxon Mobil CORP	+0.1%	+5.91%	Add
14	CNI	Canadian Natl Railway Co	+0.1%	+18.00%	Add
15	CMI	Cummins INC	+0.1%	-1.22%	Trim
16	NEM	Newmont CORP	+0.1%	-1.62%	Trim
17	V	Visa Inc-class A Shares	+0.1%	+8.28%	Add
18	PH	Parker Hannifin CORP	+0.1%	-0.59%	Trim
19	VZ	Verizon Communications INC	+0.1%	+31.00%	Add
20	MCD	Mcdonald's CORP	+0.1%	+18.70%	Add
21	HBM	Hudbay Minerals INC	+0.1%	+0.62%	Add
22	BA	Boeing Co/the	+0.1%	+8.45%	Add
23	MMM	3m Co	+0.1%	+5.82%	Add
24	ROP	Roper Technologies INC	+0.1%	+29.69%	Add
25	BHP	Bhp Group Ltd-spon Adr	+0.1%	+3.71%	Add
26	COST	Costco Wholesale CORP	+0.1%	+23.49%	Add
27	AMZN	Amazon.com INC	0%	+2.19%	Add
28	WMT	Walmart INC	0%	+4.75%	Add
29	RTX	Rtx CORP	0%	+0.30%	Add
30	SHW	Sherwin-williams Co/the	0%	+19.31%	Add
31	AAPL	Apple INC	0%	+0.11%	Add
32	BRK-B	Berkshire Hathaway Inc-cl B	0%	+7.54%	Add
33	IONQ	Ionq INC	-0.1%	+3.46%	Add
34	ETN	Eaton Corporation plc	-0.1%	+3.25%	Add
35	INOD	Innodata INC	-0.1%	+4.25%	Add
36	BMNR	Bitmine Immersion Technologi	-0.3%	+82.30%	Add
37	MSFT	Microsoft CORP	-0.3%	+2.91%	Add
38	NVDA	Nvidia CORP	-0.4%	-1.90%	Trim
39	IBIT	Ishares Bitcoin Trust ETF	-0.4%	+23.66%	Add
40	TSLA	Tesla INC	-0.4%	-9.08%	Trim
41	BABA	Alibaba Group Holding-sp Adr	-0.5%	+0.59%	Add
42	SPYM	Ste Str Spdr Pt S&p 500 ETF	-0.6%	-90.92%	Trim
43	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	-1.4%	-24.86%	Trim
44	MSTR	Strategy INC	-2%	+43.07%	Add
45	FBRT	Franklin Bsp Realty Trust In	-2.8%	-94.76%	Trim
46	BINC	Ishares Flex I A Etf-usd INC	—	NEW	New buy
47	TBIL	F/m US Treasury 3 Month Bill	—	EXIT	Sold out
48	TLT	Ishares 20+ Year Treasury Bd	—	NEW	New buy
49	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
50	WY	Weyerhaeuser Co	—	EXIT	Sold out