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CIK: 0001729045
Total reported value
$227.4M
$227.4M
176 檔
22.3%
The Q4 2025 SEC filing reveals that Tower View Wealth Management LLC held a total portfolio value of $227.4M, covering 176 public equity positions.
Tower View Wealth Management LLC executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 4 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.73% | +1.22% | -10.96% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.43% | +0.48% | +0.02% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.77% | -0.03% | -1.17% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.71% | +0.06% | +6.52% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.40% | -0.46% | +0.28% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.27% | +0.08% | +10.52% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.00% | +0.20% | -6.69% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.47% | -0.06% | +1.22% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 3.32% | -0.10% | +0.01% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.96% | +0.15% | -3.69% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.93% | -0.69% | +0.63% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 2.89% | -0.04% | -12.96% | |
| 13 | NVMI | Nova Ltd. | Stock-Other | 2.83% | -0.48% | -11.03% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.66% | -0.04% | -1.38% | |
| 15 | PH | Parker Hannifin CORP | Stock-Industrials | 2.49% | -0.17% | +1.11% | |
| 16 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 2.48% | -0.89% | EXIT | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 2.38% | -0.40% | -15.96% | |
| 18 | GRMN | Garmin Ltd. | Stock-Tech | 2.25% | -0.31% | +1.48% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.12% | -0.11% | -1.50% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.84% | -1.05% | +2.03% | |
| 21 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.64% | -0.34% | +0.98% | |
| 22 | DRS | Leonardo Drs Inc | Stock-Industrials | 1.61% | -0.36% | +1.23% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.54% | -0.14% | +3349.64% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.54% | -0.24% | -44.68% | |
| 25 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.46% | +0.05% | -10.48% | |
| 26 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.46% | -0.95% | +1.01% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.44% | +0.03% | -2.01% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 1.42% | +0.09% | +10164.20% | |
| 29 | BMI | Badger Meter Inc | Stock-Tech | 1.37% | — | +2.40% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 1.33% | +0.03% | — | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.29% | +0.21% | -0.17% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 1.20% | +0.05% | -1.58% | |
| 33 | CARR | Carrier Global CORP | Stock-Industrials | 1.17% | — | -27.60% | |
| 34 | APH | Amphenol Corp-cl A | Stock-Tech | 1.16% | +0.39% | +2.54% | |
| 35 | ARM | Arm Holdings Plc-adr | Stock-Tech | 1.09% | -0.07% | -5.18% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.09% | +807.14% | |
| 37 | TATT | TAT Technologies Ltd. | Stock-Other | 0.78% | — | — | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.29% | +1070.41% | |
| 39 | EWY | Ishares Msci South Korea ETF | ETF-Other | 0.73% | -0.07% | — | |
| 40 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.68% | -0.08% | — | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.64% | -0.06% | -25.67% | |
| 42 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.21% | +2865.88% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.14% | +445.63% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.14% | +635.99% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.13% | -14.24% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | -0.01% | +6.96% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.29% | -0.10% | -32.77% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.28% | -0.01% | -4.41% | |
| 49 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 0.28% | +0.06% | +35.07% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.26% | -0.03% | -4.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.5% | +3349.64% | Add |
| 2 | AVGO | Broadcom Inc | +1.4% | +10164.20% | Add |
| 3 | LLY | Eli Lilly & Co | +1.4% | +0.02% | Add |
| 4 | ORCL | Oracle CORP | +0.7% | +807.14% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.6% | +2865.88% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | -6.69% | Trim |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.69% | Trim |
| 8 | ABBV | Abbvie Inc | +0.5% | +445.63% | Add |
| 9 | WMT | Walmart Inc | +0.4% | +635.99% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.3% | +10.52% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.3% | +0.98% | Add |
| 12 | PH | Parker Hannifin CORP | +0.3% | +1.11% | Add |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +6.52% | Add |
| 14 | APH | Amphenol Corp-cl A | +0.1% | +2.54% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | +1.22% | Add |
| 16 | BRX | Brixmor Property Group Inc | +0.1% | +35.07% | Add |
| 17 | ADI | Analog Devices Inc | 0% | -1.58% | Trim |
| 18 | VOO | Vanguard S&p 500 ETF | 0% | +6.96% | Add |
| 19 | MCD | Mcdonald's CORP | 0% | +2.03% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | -34.33% | Trim |
| 21 | IRM | Iron Mountain Inc | 0% | -22.76% | Trim |
| 22 | V | Visa Inc-class A Shares | -0.1% | +0.01% | Add |
| 23 | PEP | Pepsico Inc | -0.1% | -14.24% | Trim |
| 24 | NFLX | Netflix Inc | -0.1% | +1070.41% | Add |
| 25 | VOT | Vanguard Mid-cap Growth ETF | -0.2% | -2.01% | Trim |
| 26 | PG | Procter & Gamble Co/the | -0.2% | -32.77% | Trim |
| 27 | VBK | Vanguard Small-cap Grwth ETF | -0.2% | -10.48% | Trim |
| 28 | UNP | Union Pacific CORP | -0.3% | -25.67% | Trim |
| 29 | NVDA | Nvidia CORP | -0.3% | -1.17% | Trim |
| 30 | COST | Costco Wholesale CORP | -0.3% | +0.63% | Add |
| 31 | SPOT | Spotify Technology S.A. | -0.4% | +1.01% | Add |
| 32 | NVMI | Nova Ltd. | -0.4% | -11.03% | Trim |
| 33 | TSM | Taiwan Semiconductor-sp Adr | -0.5% | -10.96% | Trim |
| 34 | ARM | Arm Holdings Plc-adr | -0.5% | -5.18% | Trim |
| 35 | MSFT | Microsoft CORP | -0.5% | +0.28% | Add |
| 36 | PWR | Quanta Services Inc | -0.5% | -12.96% | Trim |
| 37 | GRMN | Garmin Ltd. | -0.6% | +1.48% | Add |
| 38 | DRS | Leonardo Drs Inc | -0.6% | +1.23% | Add |
| 39 | PM | Philip Morris International | -0.6% | -15.96% | Trim |
| 40 | CARR | Carrier Global CORP | -0.7% | -27.60% | Trim |
| 41 | MRSH | Marsh & Mclennan Cos | -0.8% | -13.09% | Trim |
| 42 | HD | Home Depot Inc | -1.9% | -44.68% | Trim |
| 43 | HDB | Hdfc Bank Ltd-adr | — | EXIT | Sold out |
| 44 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 45 | TATT | TAT Technologies Ltd. | — | NEW | New buy |
| 46 | EWY | Ishares Msci South Korea ETF | — | NEW | New buy |
| 47 | BIDU | Baidu Inc - Spon Adr | — | NEW | New buy |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | — | EXIT | Sold out |
| 49 | ADP | Automatic Data Processing | — | EXIT | Sold out |
| 50 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
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 176 disclosed positions in Q4 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 TSM, LLY, NVDA) accounted for 22.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
ETN
市值: $2.7M
Top Position Liquidated / Trimmed
HDB
前期市值: $3.0M
During Q4 2025, Tower View Wealth Management LLC's top holdings by market value included TSM (5.7%)、LLY (5.4%)、NVDA (4.8%). The largest single position, TSM, represented 5.7% of total portfolio value.
In Q4 2025, Tower View Wealth Management LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 23 positions, trimming 19 holdings, and fully liquidating 4 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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