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CIK: 0001729045
Total reported value
$227.4M
$227.4M
194 檔
16.7%
According to the latest 13F quarterly dataset, Tower View Wealth Management LLC managed an equity portfolio of $227.4M at the end of Q3 2024, spanning 194 distinct U.S. exchange-listed positions.
In Q3 2024, Tower View Wealth Management LLC displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.87% | +0.48% | -0.28% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.34% | +1.22% | -0.80% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.17% | -0.46% | +0.62% | |
| 4 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.76% | -0.89% | EXIT | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.59% | -0.03% | +0.00% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 3.54% | -0.24% | +0.09% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.34% | -0.69% | +0.36% | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 3.18% | +0.03% | -1.03% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.13% | +0.08% | +3.23% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.89% | -0.06% | +1.66% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.77% | -0.10% | +0.24% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 2.72% | -0.04% | +36.98% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 2.63% | -0.06% | -1.23% | |
| 14 | CARR | Carrier Global CORP | Stock-Industrials | 2.62% | — | +0.14% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.61% | -0.04% | -1.33% | |
| 16 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.41% | — | +0.25% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.40% | +0.20% | +0.11% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 2.32% | — | +0.71% | |
| 19 | NVMI | Nova Ltd. | Stock-Other | 2.22% | -0.48% | -0.55% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.21% | +0.05% | -0.58% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.10% | -0.11% | +0.36% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.91% | -1.05% | +0.69% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.83% | — | -0.01% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.80% | +0.15% | +1.93% | |
| 25 | BMI | Badger Meter Inc | Stock-Tech | 1.78% | — | -0.38% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 1.69% | — | +20.64% | |
| 27 | AVAV | Aerovironment Inc | Stock-Industrials | 1.59% | — | +98.78% | |
| 28 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.56% | -0.36% | -0.19% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.06% | +35.62% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.54% | — | +0.84% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.54% | -0.34% | -0.68% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.45% | -0.01% | +2.28% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.44% | -0.13% | -6.61% | |
| 34 | ADI | Analog Devices Inc | Stock-Tech | 1.42% | +0.05% | -0.77% | |
| 35 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.41% | — | +5.88% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 1.28% | +0.80% | +51.62% | |
| 37 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.24% | — | +1.66% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.21% | +0.21% | +9.87% | |
| 39 | CLBT | Cellebrite DI Ltd. | Stock-Other | 1.20% | — | +1.16% | |
| 40 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.12% | -0.07% | +1.45% | |
| 41 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.94% | — | — | |
| 42 | VHT | Vanguard Health Care ETF | ETF-Other | 0.87% | — | -2.24% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.71% | -0.10% | -11.11% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.42% | — | +0.13% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | -1.96% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.29% | -0.03% | +2.16% | |
| 47 | CNQ | Canadian Natural Resources | Stock-Energy | 0.29% | +0.03% | NEW | |
| 48 | MGEE | Mge Energy Inc | Stock-Other | 0.26% | -0.04% | +0.43% | |
| 49 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.23% | -0.03% | -0.15% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | — | -93.12% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +0.9% | +36.98% | Add |
| 2 | AER | AerCap Holdings N.V. | +0.9% | NEW | New buy |
| 3 | AVAV | Aerovironment Inc | +0.8% | +98.78% | Add |
| 4 | CARR | Carrier Global CORP | +0.5% | +0.14% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +35.62% | Add |
| 6 | AMD | Advanced Micro Devices | +0.4% | +51.62% | Add |
| 7 | HD | Home Depot Inc | +0.4% | +0.09% | Add |
| 8 | TSLA | Tesla Inc | +0.4% | -0.01% | Trim |
| 9 | CAT | Caterpillar Inc | +0.3% | -1.03% | Trim |
| 10 | CLBT | Cellebrite DI Ltd. | +0.3% | +1.16% | Add |
| 11 | MCD | Mcdonald's CORP | +0.2% | +0.69% | Add |
| 12 | BMI | Badger Meter Inc | +0.2% | -0.38% | Trim |
| 13 | CP | Canadian Pacific Kansas City | +0.1% | +0.25% | Add |
| 14 | DRS | Leonardo Drs Inc | +0.1% | -0.19% | Trim |
| 15 | VGT | Vanguard Info Tech ETF | +0.1% | +9.87% | Add |
| 16 | UNP | Union Pacific CORP | +0.1% | -1.23% | Trim |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.36% | Add |
| 18 | ISRG | Intuitive Surgical Inc | +0.1% | -0.68% | Trim |
| 19 | MRSH | Marsh & Mclennan Cos | +0.1% | +0.44% | Add |
| 20 | MDY | State Street Spdr S&p Midcap | +0.1% | +2.28% | Add |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | 0% | +0.13% | Add |
| 22 | MGEE | Mge Energy Inc | 0% | +0.43% | Add |
| 23 | VUG | Vanguard Growth ETF | 0% | +3.23% | Add |
| 24 | VBK | Vanguard Small-cap Grwth ETF | 0% | -0.58% | Trim |
| 25 | IRM | Iron Mountain Inc | 0% | +0.68% | Add |
| 26 | REGN | Regeneron Pharmaceuticals | 0% | +5.88% | Add |
| 27 | MA | Mastercard Inc - A | 0% | +5.99% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.16% | Add |
| 29 | KKR | Kkr & Co Inc | 0% | +0.12% | Add |
| 30 | V | Visa Inc-class A Shares | — | +0.24% | Add |
| 31 | COST | Costco Wholesale CORP | 0% | +0.36% | Add |
| 32 | VHT | Vanguard Health Care ETF | 0% | -2.24% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.33% | Trim |
| 34 | QCOM | Qualcomm Inc | 0% | +20.64% | Add |
| 35 | CNQ | Canadian Natural Resources | 0% | -1.12% | Trim |
| 36 | PG | Procter & Gamble Co/the | -0.1% | -11.11% | Trim |
| 37 | HSY | Hershey Co/the | -0.1% | EXIT | Sold out |
| 38 | PEP | Pepsico Inc | -0.1% | -6.61% | Trim |
| 39 | AMZN | Amazon.com Inc | -0.2% | +1.66% | Add |
| 40 | ARM | Arm Holdings Plc-adr | -0.2% | +1.45% | Add |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.93% | Add |
| 42 | NVDA | Nvidia CORP | -0.2% | +0.00% | Add |
| 43 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -0.80% | Trim |
| 44 | MSFT | Microsoft CORP | -0.3% | +0.62% | Add |
| 45 | GOOG | Alphabet Inc-cl C | -0.4% | +0.11% | Add |
| 46 | LLY | Eli Lilly & Co | -0.4% | -0.28% | Trim |
| 47 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | +0.84% | Add |
| 48 | NVMI | Nova Ltd. | -0.4% | -0.55% | Trim |
| 49 | ASML | ASML Holding N.V. | -0.6% | +0.71% | Add |
| 50 | UNH | Unitedhealth Group Inc | -2.5% | -93.12% | Trim |
According to official SEC Form 13F filings, Tower View Wealth Management LLC reported a total U.S. public equity portfolio value of $227.4M across 194 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, TSM, MSFT) accounted for 16.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
AER
市值: $1.7M
Top Position Liquidated / Trimmed
HSY
前期市值: $191.7K
During Q3 2024, Tower View Wealth Management LLC's top holdings by market value included LLY (4.9%)、TSM (4.3%)、MSFT (4.2%). The largest single position, LLY, represented 4.9% of total portfolio value.
In Q3 2024, Tower View Wealth Management LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 16 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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