Fund Holdings — Tower View Wealth Management LLC

Total Portfolio Value
$193.32M
Total Bought
$17.06M
Total Sold
$19.78M
Net Transaction
-$2.72M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)43,08942,837-2529,75911,9646.19%+2,205
AMPHENOL CORP NEW CL A9216,858+16,76692,0861.08%+2,077
ALPHABET INC CAP STK CL C(GOOG)27,64427,642-24,9046,7323.48%+1,828
NETFLIX INC(NFLX)221,382+1,360291,6570.86%+1,627
NVIDIA CORPORATION(NVDA)52,54952,370-1798,3029,7715.05%+1,469
ALPHABET INC CAP STK CL A(GOOG)19,82719,872+453,4944,8312.50%+1,337
SPDR SERIES TRUST PORTFOLIO S&P500
ST STR P500ETF
106,348111,498+5,1507,7308,7354.52%+1,004
NOVA LTD(NVMI)19,39419,557+1635,3376,2523.23%+914
GARMIN LTD SHS(GRMN)21,80322,075+2724,5515,4352.81%+885
VANGUARD INDEX FDS GROWTH ETF15,75016,008+2586,9057,6783.97%+773
HOME DEPOT INC(HD)16,19616,312+1165,9386,6103.42%+672
QUANTA SVCS INC15,89315,933+406,0096,6033.42%+594
HDFC BANK LTD SPONSORED ADS(HDB)32,77188,600+55,8292,5133,0271.57%+514
VANGUARD INDEX FDS MCAP GR IDXVIP9,40910,630+1,2212,6763,1231.62%+447
MICROSOFT CORP(MSFT)18,30418,337+339,1049,4984.91%+393
PARKER-HANNIFIN CORP(PH)5,5885,655+673,9034,2882.22%+385
VANGUARD WORLD FD INF TECH ETF
INF TECH ETF
3,4133,466+532,2642,5881.34%+324
SPDR S&P 500 ETF TR TR UNIT(SPY)8,1437,986-1575,0315,3202.75%+289
VANGUARD SPECIALIZED FUNDS DIV APP ETF19,54519,768+2234,0004,2662.21%+266
MCDONALDS CORP(MCD)11,79111,924+1333,4453,6241.87%+178
ORACLE CORP(ORCL)89689601962520.13%+56
ANALOG DEVICES INC(ADI)9,1789,108-702,1842,2381.16%+53
ON SEMICONDUCTOR CORP(ON)01,000+1,0000490.03%+49
VANGUARD INDEX FDS S&P 500 ETF SHS1,1231,121-26386860.36%+49
TESLA INC(TSLA)220220070980.05%+28
CARLYLE GROUP INC(CG)2,2312,243+121151410.07%+26
CATERPILLAR INC(CAT)26526501031260.07%+24
BLACKROCK INC(BLK)20020002102330.12%+23
ABBVIE INC(ABBV)1,018903-1151892090.11%+20
VANGUARD INDEX FDS MID CAP ETF1,4281,411-174004150.21%+15
VANGUARD INDEX FDS TOTAL STK MKT528530+21611740.09%+13
BLACKSTONE INC(BX)556560+483960.05%+12
PHILLIPS 66(PSX)555560+566760.04%+10
UNITED THERAPEUTICS CORP DEL(UTHR)7575022310.02%+10
MASTERCARD INCORPORATED CL A(MA)695704+93904000.21%+10
ALTRIA GROUP INC(MO)1,0161,033+1760680.04%+9
GOLDMAN SACHS GROUP INC(GS)8989063710.04%+8
ALPHA TAU MEDICAL LTD ORDINARY SHARES(DRTS)5,5665,566017250.01%+8
JPMORGAN CHASE & CO.(JPM)279280+181880.05%+8
MERCK & CO INC(MRK)1,3451,358+131061140.06%+8
XCEL ENERGY INC(XEL)523527+436430.02%+7
ISHARES TR RUSSELL 3000 ETF239239084910.05%+7
DISNEY WALT CO(DIS)1,4421,619+1771791850.10%+7
IONQ INC(IONQ)0100+100060.00%+6
JOBY AVIATION INC(JOBY)0300+300050.00%+5
BROADCOM INC(AVGO)8181022270.01%+4
SPDR SERIES TRUST S&P 400 MDCP VAL
ST STR SP400VAL
975979+477820.04%+4
ENTERGY CORP NEW(ETR)413413034380.02%+4
ARCHER AVIATION INC CL A(ACHR)0400+400040.00%+4
CALIX INC(CALX)400400021250.01%+3
RIGETTI COMPUTING INC(RGTI)0100+100030.00%+3
VANGUARD WHITEHALL FDS HIGH DIV YLD4,0433,844-1995395420.28%+3
VANGUARD INDEX FDS SMALL CP ETF155155037390.02%+3
UNION PAC CORP(UNP)7,6847,490-1941,7681,7710.92%+3
ISHARES TR RUS 1000 GRW ETF5959025280.01%+3
D-WAVE QUANTUM INC(QBTS)0100+100020.00%+2
SELECT SECTOR SPDR TR SBI CONS DISCR
ST STR DISCR ETF
9898021230.01%+2
PFIZER INC(PFE)1,1801,201+2129310.02%+2
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
SHRT TRM CORP BD
1,4421,458+161151170.06%+2
FORD MTR CO(F)1,4701,489+1916180.01%+2
PURE STORAGE INC CL A(P)10090-10680.00%+2
SHOPIFY INC CL A SUB VTG SHS(SHOP)50500670.00%+2
MONGODB INC CL A(MDB)15150350.00%+2
VANGUARD BD INDEX FDS SHORT TRM BOND1,4671,482+151151170.06%+1
OREILLY AUTOMOTIVE INC(ORLY)75750780.00%+1
KLA CORP(KLAC)770680.00%+1
SIMPSON MFG INC(SSD)103103016170.01%+1
VANGUARD WORLD FD UTILITIES ETF
UTILITIES ETF
8081+114150.01%+1
SPDR SERIES TRUST S&P DIVID ETF
ST STR SP DIV
212214+229300.02%+1
ISHARES INC MSCI SINGPOR ETF
MSCI SINGPOR ETF
458458012130.01%+1
ETSY INC(ETSY)65650340.00%+1
ZIMMER BIOMET HOLDINGS INC(ZBH)130130012130.01%+1
VANGUARD WORLD FD HEALTH CAR ETF
HEALTH CAR ETF
7575019200.01%+1
SPDR INDEX SHS FDS PORTFOLIO DEVLPD
ST STR PO EX ETF
389389016170.01%+1
VANGUARD INDEX FDS VALUE ETF8181014150.01%+1
ISHARES TR MSCI UK ETF NEW
MSCI UK ETF NEW
384384015160.01%+1
FIDELITY COVINGTON TRUST MSCI INFO TECH I30300670.00%+1
SCHWAB STRATEGIC TR EMRG MKTEQ ETF2322320780.00%+1
SOUTHERN CO(SO)191192+118180.01%+1
SELECT SECTOR SPDR TR COMMUNICATION
ST STR SVC ETF
68680780.00%+1
ISHARES TR CORE MSCI EAFE
CORE MSCI EAFE
180180015160.01%+1
SCHWAB STRATEGIC TR US BRD MKT ETF3113110780.00%+1
SPDR SERIES TRUST PORTFOLI S&P1500
ST STR PR SP1500
1011010880.00%+1
SCHWAB STRATEGIC TR US DIVIDEND EQ548553+515150.01%+1
VANGUARD BD INDEX FDS TOTAL BND MRKT358361+326270.01%+1
SPDR SERIES TRUST MSCI USA STRTGIC
ST STR MSCI USAQ
6060010100.01%0
ISHARES TR RUS MDCP VAL ETF6061+1880.00%0
SPDR SERIES TRUST S&P 600 SMCP VAL
ST STR SP600SM C
49490440.00%0
BIOGEN INC(BIIB)29290440.00%0
AFFIRM HLDGS INC CL A(AFRM)1001000770.00%0
VANGUARD WORLD FD ESG US STK ETF42420550.00%0
FRANKLIN TEMPLETON ETF TR FTSE AUSTRALIA
FTSE AUSTRALIA
30530509100.01%0
EXELON CORP(EXC)138139+1660.00%0
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT8687+1550.00%0
IRON MTN INC DEL(IRM)1,6701,683+131711720.09%0
GE VERNOVA INC(GEV)330220.00%0
SELECT SECTOR SPDR TR FINANCIAL
ST STR FINL ETF
1531530880.00%0
VANGUARD INDEX FDS REAL ESTATE ETF84840780.00%0
LUCID GROUP INC(LCID)010+10000.00%0
CONSTELLATION ENERGY CORP(CEG)3535011120.01%0
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Tower View Wealth Management LLC — 13F Holdings — Q3 2025 | TickerTrail