Fund Holdings — Tower View Wealth Management LLC

Total Portfolio Value
$194.80M
Total Bought
$13.13M
Total Sold
$27.32M
Net Transaction
-$14.18M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES INC MSCI STH KOR ETF15,09027,848+12,7581,4673,4261.76%+1,959
GOLDMAN SACHS GROUP INC(GS)902,070+1,980791,7510.90%+1,673
UNITED THERAPEUTICS CORP DEL(UTHR)752,733+2,658371,6210.83%+1,584
LAM RESEARCH CORP(LRCX)07,170+7,17001,5320.79%+1,532
ADVANCED MICRO DEVICES INC(AMD)06,705+6,70501,3640.70%+1,364
QUANTA SVCS INC13,86812,924-9445,8537,0953.64%+1,242
LEONARDO DRS INC(DRS)95,45091,381-4,0693,2544,0682.09%+814
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS(TSM)38,14036,579-1,56111,59012,3626.35%+772
MICRON TECHNOLOGY INC(MU)01,848+1,84806240.32%+624
COSTCO WHOLESALE CORPORATION(COST)6,8616,535-3265,9176,5123.34%+595
NOVA LTD(NVMI)17,40014,256-3,1445,7146,1913.18%+477
ARM HOLDINGS PLC SPONSORED ADS20,15217,695-2,4572,2032,6771.37%+474
WALMART INC(WMT)9,14111,407+2,2661,0181,4180.73%+399
ANALOG DEVICES INC(ADI)8,9648,858-1062,4312,8181.45%+387
GARMIN LTD SHS(GRMN)22,40221,185-1,2174,5444,9152.52%+371
EATON CORP PLC SHS(ETN)8,4608,220-2402,6952,9401.51%+245
NISOURCE INC(NI)04,550+4,55002120.11%+212
EXXON MOBIL CORP1,9702,591+6212374400.23%+202
CISCO SYS INC(CSCO)16,34218,750+2,4081,2591,4550.75%+196
ABBVIE INC(ABBV)4,9275,901+9741,1261,2830.66%+158
CHEVRON CORPORATION(CVX)74489+415111010.05%+90
ISHARES TR EXPND TEC SC ETF0565+5650670.03%+67
JOHNSON & JOHNSON(JNJ)834977+1431732390.12%+66
SYSCO CORP(SYY)0900+9000640.03%+64
VANGUARD WHITEHALL FDS HIGH DIV YLD3,6533,964+3115245870.30%+63
CATERPILLAR INC(CAT)265299+341522120.11%+60
VANGUARD WORLD FD MEGA CAP VAL ETF0400+4000580.03%+58
PHILLIPS 66(PSX)565709+144731290.07%+56
VANGUARD INDEX FDS SML CP GRW ETF9,8039,973+1702,9613,0141.55%+53
NEXTERA ENERGY INC(NEE)2,5072,607+1002012420.12%+41
NETFLIX INC.(NFLX)16,17516,187+121,5171,5560.80%+40
VANGUARD INDEX FDS SM CP VAL ETF0171+1710370.02%+37
ISHARES TR RUSSELL 2000 ETF0128+1280320.02%+32
VANGUARD WORLD FD UTILITIES ETF
UTILITIES ETF
81232+15115460.02%+31
OSHKOSH CORP(OSK)0200+2000290.02%+29
L3HARRIS TECHNOLOGIES INC(LHX)085+850290.02%+29
VANGUARD INDEX FDS REAL ESTATE ETF95399+3048350.02%+27
IRON MTN INC DEL(IRM)1,3001,314+141081340.07%+26
AMGEN INC(AMGN)1982+636290.01%+23
ISHARES INC MSCI CDA ETF0400+4000220.01%+22
MERCK & CO INC(MRK)1,3711,381+101441660.09%+22
CAMECO CORP(CCJ)0200+2000220.01%+22
BRISTOL-MYERS SQUIBB CO(BMY)2,7852,811+261501700.09%+20
CONOCOPHILLIPS(COP)489492+346650.03%+19
VANGUARD STAR FDS VG TL INTL STK F0232+2320180.01%+18
LOWES COS INC(LOW)1280+683190.01%+16
WW GRAINGER INC(GWW)106112+61071220.06%+15
LINDE PLC SHS(LIN)025+250120.01%+12
ALPHA TAU MEDICAL LTD ORDINARY SHARES(DRTS)5,5665,566028390.02%+12
HONEYWELL INTL INC(HON)049+490110.01%+11
CME GROUP INC(CME)49449401351460.07%+11
ISHARES TR 1 3 YR TREAS BD1,1531,285+132951060.05%+11
ECOLAB INC(ECL)040+400110.01%+11
STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP(MDY)953949-45755850.30%+10
FASTENAL CO(FAST)1,5521,560+862720.04%+10
ALTRIA GROUP INC(MO)1,0501,069+1961710.04%+10
GENERAL DYNAMICS CORP(GD)025+25090.00%+9
EMERSON ELEC CO(EMR)063+63080.00%+8
ENTERGY CORP NEW(ETR)413413038460.02%+8
ON SEMICONDUCTOR CORP(ON)1,0001,000054620.03%+8
S&P GLOBAL INC(SPGI)016+16070.00%+7
INTERACTIVE BROKERS GROUP IN CL A(IBKR)0100+100070.00%+7
AFLAC INC(AFL)050+50050.00%+5
BERKLEY W R CORP076+76050.00%+5
AT&T INC(T)1,1151,126+1128330.02%+5
ZURN ELKAY WATER SOLNS CORP(ZWS)0108+108050.00%+5
TELEDYNE TECHNOLOGIES INC(TDY)08+8050.00%+5
LPL FINL HLDGS INC(LPLA)016+16050.00%+5
ESSENTIAL UTILS INC(WTRG)2,0552,073+1879830.04%+5
NORDSON CORP(NDSN)017+17050.00%+5
ALLEGION PLC ORD SHS(ALLE)031+31050.00%+5
UL SOLUTIONS INC CLASS A COM SHS(ULS)052+52040.00%+4
PFIZER INC(PFE)1,2211,240+1930350.02%+4
ROLLINS INC(ROL)078+78040.00%+4
XCEL ENERGY INC(XEL)631635+447500.03%+4
WASTE MGMT INC DEL(WM)322323+171740.04%+4
ILLINOIS TOOL WKS INC(ITW)224226+255590.03%+4
BJS WHSL CLUB HLDGS INC(BJ)033+33030.00%+3
MONDELEZ INTL INC CL A(MDLZ)750757+740440.02%+3
SELECT SECTOR SPDR TR STATE STREET CON
ST STR STAPL ETF
564567+344460.02%+3
SCHWAB STRATEGIC TR US DIVIDEND EQ559563+415170.01%+2
SOUTHERN CO(SO)194196+217190.01%+2
KLA CORP(KLAC)7709100.01%+2
SPDR SERIES TRUST STATE STREET SPD
ST STR SP DIV
215216+130320.02%+2
WILLIAMS COS INC(WMB)9697+1670.00%+1
CALIFORNIA WTR SVC GROUP(CWT)531535+423240.01%+1
COREWEAVE INC CL A(CRWV)200200014150.01%+1
SIMPSON MFG INC(SSD)103103017180.01%+1
PUBLIC SVC ENTERPRISE GROUP(PEG)683689+655560.03%+1
SPDR SERIES TRUST STATE STREET SPD
ST STR SP400VAL
984988+483840.04%+1
EXELON CORP(EXC)140142+2670.00%+1
VANGUARD INDEX FDS SMALL CP ETF156157+140410.02%+1
GE VERNOVA INC(GEV)330230.00%+1
VANGUARD INDEX FDS MCAP VL IDXVIP8787015160.01%+1
ISHARES TR MSCI UK ETF NEW
MSCI UK ETF NEW
346346015160.01%+1
VERSANT MEDIA GROUP INC CL A(VSNT)014+14010.00%+1
SPDR INDEX SHS FDS STATE STREET SPD
ST STR PO EX ETF
396396018180.01%0
ISHARES TR RUS MDCP VAL ETF61610990.00%0
ISHARES INC MSCI SINGPOR ETF
MSCI SINGPOR ETF
401401011110.01%0
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA
FTSE AUSTRALIA
1611610550.00%0
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