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CIK: 0001729045
Total reported value
$227.4M
$227.4M
186 檔
16.0%
According to the latest 13F quarterly dataset, Tower View Wealth Management LLC managed an equity portfolio of $227.4M at the end of Q1 2025, spanning 186 distinct U.S. exchange-listed positions.
In Q1 2025, Tower View Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.84% | +0.48% | -0.58% | |
| 2 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 4.35% | -0.89% | EXIT | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.24% | +1.22% | -3.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.89% | -0.46% | -0.06% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 3.87% | +0.08% | +13.02% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.81% | +0.06% | +66.88% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.74% | -0.69% | -1.72% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 3.73% | -0.10% | -1.14% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.32% | -0.03% | -1.50% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 3.31% | -0.24% | -0.91% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | -0.06% | -0.74% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.68% | -0.04% | -1.09% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.64% | +0.13% | +39.56% | |
| 14 | PWR | Quanta Services Inc | Stock-Industrials | 2.44% | -0.04% | -1.37% | |
| 15 | GRMN | Garmin Ltd. | Stock-Tech | 2.44% | -0.31% | +18.52% | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 2.42% | -0.40% | +5017.38% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.35% | +0.20% | -1.49% | |
| 18 | ASML | ASML Holding N.V. | Stock-Tech | 2.26% | — | -2.24% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.21% | -0.11% | +0.25% | |
| 20 | CARR | Carrier Global CORP | Stock-Industrials | 2.20% | — | -1.74% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.18% | -0.01% | +27.20% | |
| 22 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.13% | +0.05% | -2.79% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.10% | -1.05% | -0.74% | |
| 24 | NVMI | Nova Ltd. | Stock-Other | 2.08% | -0.48% | -1.52% | |
| 25 | PH | Parker Hannifin CORP | Stock-Industrials | 1.94% | -0.17% | +0.66% | |
| 26 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.92% | -0.36% | -0.63% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.79% | +0.15% | -1.01% | |
| 28 | BMI | Badger Meter Inc | Stock-Tech | 1.63% | — | -1.56% | |
| 29 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.62% | -0.34% | -1.40% | |
| 30 | AER | AerCap Holdings N.V. | Stock-Industrials | 1.53% | — | +37.25% | |
| 31 | CLBT | Cellebrite DI Ltd. | Stock-Other | 1.48% | — | -1.02% | |
| 32 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.45% | — | -0.04% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.13% | -1.28% | |
| 34 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.28% | -0.07% | +40.58% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.18% | +0.21% | -0.72% | |
| 36 | UNP | Union Pacific CORP | Stock-Industrials | 1.12% | -0.06% | -52.77% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 1.10% | +0.05% | -14.31% | |
| 38 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.06% | -0.95% | — | |
| 39 | UBER | Uber Technologies Inc | Stock-Industrials | 1.04% | — | +1.83% | |
| 40 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.72% | — | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.10% | -2.76% | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 0.36% | — | -6.82% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.35% | -0.01% | -3.40% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.31% | -0.03% | -1.33% | |
| 45 | MGEE | Mge Energy Inc | Stock-Other | 0.27% | -0.04% | -3.12% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.24% | -0.03% | -1.69% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.22% | -0.02% | -1.29% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | -0.01% | +0.49% | |
| 49 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.19% | +0.06% | — | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.12% | -0.14% | -0.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 2 | MRSH | Marsh & Mclennan Cos | — | NEW | New buy |
| 3 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | NVDA | Nvidia CORP | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 13 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 14 | PWR | Quanta Services Inc | — | NEW | New buy |
| 15 | GRMN | Garmin Ltd. | — | NEW | New buy |
| 16 | PM | Philip Morris International | — | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 18 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 19 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 20 | CARR | Carrier Global CORP | — | NEW | New buy |
| 21 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 22 | VBK | Vanguard Small-cap Grwth ETF | — | NEW | New buy |
| 23 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 24 | NVMI | Nova Ltd. | — | NEW | New buy |
| 25 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 26 | DRS | Leonardo Drs Inc | — | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 28 | BMI | Badger Meter Inc | — | NEW | New buy |
| 29 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 30 | AER | AerCap Holdings N.V. | — | NEW | New buy |
| 31 | CLBT | Cellebrite DI Ltd. | — | NEW | New buy |
| 32 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 33 | PEP | Pepsico Inc | — | NEW | New buy |
| 34 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 35 | VGT | Vanguard Info Tech ETF | — | NEW | New buy |
| 36 | UNP | Union Pacific CORP | — | NEW | New buy |
| 37 | ADI | Analog Devices Inc | — | NEW | New buy |
| 38 | SPOT | Spotify Technology S.A. | — | NEW | New buy |
| 39 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 40 | DECK | Deckers Outdoor CORP | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | New buy |
| 43 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 44 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 45 | MGEE | Mge Energy Inc | — | NEW | New buy |
| 46 | VDC | Vanguard Consumer Staple ETF | — | NEW | New buy |
| 47 | MA | Mastercard Inc - A | — | NEW | New buy |
| 48 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 49 | BRX | Brixmor Property Group Inc | — | NEW | New buy |
| 50 | ABBV | Abbvie Inc | — | NEW | New buy |
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 186 disclosed positions in Q1 2025.
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, MRSH, TSM) accounted for 16.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $8.3M
During Q1 2025, Tower View Wealth Management LLC's top holdings by market value included LLY (4.8%)、MRSH (4.3%)、TSM (4.2%). The largest single position, LLY, represented 4.8% of total portfolio value.
In Q1 2025, Tower View Wealth Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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