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CIK: 0001729045
Total reported value
$231.0M
$231.0M
196 檔
16.5%
In Q4 2024, Tower View Wealth Management LLC's U.S. equity holdings reached a combined market value of $231.0M, distributed across 196 disclosed stock positions.
In Q4 2024, Tower View Wealth Management LLC displayed an active expansion posture, initiating 22 new positions and adding to 86 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.77% | -0.11% | -0.00% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.13% | -0.23% | +0.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.97% | +1.38% | +0.77% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.79% | +0.83% | -1.07% | |
| 5 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 3.49% | — | +0.89% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.44% | -0.14% | +6.30% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.35% | — | +0.33% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.34% | +0.18% | +1.60% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.22% | -0.22% | -1.71% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 3.09% | +0.28% | +0.33% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.87% | +0.71% | +0.87% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 2.80% | -0.38% | +0.38% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.64% | -0.12% | +0.10% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.58% | -0.01% | +0.28% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.45% | -0.01% | -10.26% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.21% | -0.16% | -0.74% | |
| 17 | ASML | ASML Holding N.V. | Stock-Tech | 2.19% | — | +18.05% | |
| 18 | CARR | Carrier Global CORP | Stock-Industrials | 2.19% | -0.19% | +1.96% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | -0.12% | +41.36% | |
| 20 | UNP | Union Pacific CORP | Stock-Industrials | 2.07% | +0.28% | -11.90% | |
| 21 | NVMI | Nova Ltd. | Stock-Other | 2.05% | -0.72% | +1.10% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.02% | -0.13% | +0.38% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.01% | +0.05% | +1.42% | |
| 24 | PH | Parker Hannifin CORP | Stock-Industrials | 1.83% | +0.61% | — | |
| 25 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.80% | +0.23% | +7521.79% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.79% | -0.63% | +1.64% | |
| 27 | GRMN | Garmin Ltd. | Stock-Tech | 1.77% | +0.52% | — | |
| 28 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.73% | -0.21% | +0.02% | |
| 29 | BMI | Badger Meter Inc | Stock-Tech | 1.67% | — | +0.22% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.66% | -0.07% | +18.49% | |
| 31 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.57% | +0.04% | -0.02% | |
| 32 | CLBT | Cellebrite DI Ltd. | Stock-Other | 1.54% | — | +1.27% | |
| 33 | AVAV | Aerovironment Inc | Stock-Industrials | 1.42% | — | +20.80% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.23% | +0.03% | -0.69% | |
| 35 | ADI | Analog Devices Inc | Stock-Tech | 1.23% | +0.01% | -2.54% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.11% | -1.01% | |
| 37 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.14% | — | +5.83% | |
| 38 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.09% | — | +5.01% | |
| 39 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.01% | — | -48.94% | |
| 40 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.95% | -0.19% | +1.86% | |
| 41 | AER | AerCap Holdings N.V. | Stock-Industrials | 0.95% | — | +3.53% | |
| 42 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.92% | — | +0.08% | |
| 43 | UBER | Uber Technologies Inc | Stock-Industrials | 0.76% | — | — | |
| 44 | VHT | Vanguard Health Care ETF | ETF-Other | 0.76% | -0.01% | EXIT | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.01% | -9.52% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | -0.02% | +0.25% | |
| 47 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.33% | — | -11.87% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.02% | +2.24% | |
| 49 | MGEE | Mge Energy Inc | Stock-Other | 0.26% | -0.02% | +0.69% | |
| 50 | CNQ | Canadian Natural Resources | Stock-Energy | 0.25% | +0.02% | -2.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +1.8% | NEW | New buy |
| 2 | GS | Goldman Sachs Group Inc | +1.8% | +7521.79% | Add |
| 3 | GRMN | Garmin Ltd. | +1.8% | NEW | New buy |
| 4 | UBER | Uber Technologies Inc | +0.8% | NEW | New buy |
| 5 | TSLA | Tesla Inc | +0.6% | -10.26% | Trim |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +41.36% | Add |
| 7 | AMZN | Amazon.com Inc | +0.5% | +1.60% | Add |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -0.00% | Trim |
| 9 | CLBT | Cellebrite DI Ltd. | +0.3% | +1.27% | Add |
| 10 | V | Visa Inc-class A Shares | +0.3% | +0.33% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.3% | +6.30% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +0.10% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.42% | Add |
| 14 | MDY | State Street Spdr S&p Midcap | +0.2% | +18.49% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | -1.07% | Trim |
| 16 | DRS | Leonardo Drs Inc | +0.2% | +0.02% | Add |
| 17 | PWR | Quanta Services Inc | +0.1% | +0.38% | Add |
| 18 | ISRG | Intuitive Surgical Inc | 0% | -0.02% | Trim |
| 19 | COST | Costco Wholesale CORP | 0% | +0.33% | Add |
| 20 | VGT | Vanguard Info Tech ETF | 0% | -0.69% | Trim |
| 21 | AER | AerCap Holdings N.V. | 0% | +3.53% | Add |
| 22 | MA | Mastercard Inc - A | 0% | +3.87% | Add |
| 23 | KKR | Kkr & Co Inc | 0% | +0.12% | Add |
| 24 | CG | Carlyle Group Inc/the | 0% | +0.55% | Add |
| 25 | CRM | Salesforce Inc | 0% | — | Unchanged |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +58.14% | Add |
| 27 | WMT | Walmart Inc | 0% | — | Unchanged |
| 28 | JPM | Jpmorgan Chase & Co | 0% | +0.36% | Add |
| 29 | BND | Vanguard Total Bond Market | 0% | +26.86% | Add |
| 30 | ETR | Entergy CORP | 0% | +99.52% | Add |
| 31 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 32 | VBK | Vanguard Small-cap Grwth ETF | — | -0.74% | Trim |
| 33 | DIS | Walt Disney Co/the | — | — | Unchanged |
| 34 | MGEE | Mge Energy Inc | — | +0.69% | Add |
| 35 | BMY | Bristol-myers Squibb Co | — | +0.89% | Add |
| 36 | BX | Blackstone Inc | — | +1.48% | Add |
| 37 | DHR | Danaher CORP | — | — | Unchanged |
| 38 | CMCSA | Comcast Corp-class A | — | -33.64% | Trim |
| 39 | ADAM | Adamas Trust Inc | — | -33.52% | Trim |
| 40 | IWD | Ishares Russell 1000 Value E | — | EXIT | Sold out |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 42 | GSLC | Goldman Activebeta US Lc ETF | — | NEW | New buy |
| 43 | IXJ | Ishares Global Healthcare Et | — | EXIT | Sold out |
| 44 | P | Everpure Inc-a | — | NEW | New buy |
| 45 | XLK | Ss Technology Select Sector | — | +15.71% | Add |
| 46 | VTV | Vanguard Value ETF | — | -22.61% | Trim |
| 47 | VZ | Verizon Communications Inc | — | -49.02% | Trim |
| 48 | IEFA | Ishares Core Msci Eafe ETF | — | +51.15% | Add |
| 49 | EZU | Ishares Msci Eurozone ETF | — | EXIT | Sold out |
| 50 | AVGO | Broadcom Inc | — | — | Unchanged |
According to official SEC Form 13F filings, Tower View Wealth Management LLC reported a total U.S. public equity portfolio value of $231.0M across 196 disclosed positions in Q4 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 TSM, LLY, MSFT) accounted for 16.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
PH
市值: $3.5M
Top Position Liquidated / Trimmed
QCOM
前期市值: $3.1M
During Q4 2024, Tower View Wealth Management LLC's top holdings by market value included TSM (4.8%)、LLY (4.1%)、MSFT (4.0%). The largest single position, TSM, represented 4.8% of total portfolio value.
In Q4 2024, Tower View Wealth Management LLC made 162 total portfolio adjustments, initiating 22 new buys, adding to 86 positions, trimming 34 holdings, and fully liquidating 20 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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