Tower View Wealth Management LLC Top Holdings and 13F Report (2023) About Tower View Wealth Management LLCInvestment ActivityTower View Wealth Management LLC has $193.32 million in total holdings as of December 31, 2022.Tower View Wealth Management LLC owns shares of 174 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Tower View Wealth Management LLC has purchased 193 new stocks and bought additional shares in 65 stocks.Tower View Wealth Management LLC sold shares of 39 stocks and completely divested from 27 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $11,963,946NVIDIA $9,771,233Microsoft $9,497,734SPDR Portfolio S&P 500 ETF $8,734,777Eli Lilly and Company $7,790,044 Largest New Holdings this Quarter 682189105 - ON Semiconductor $49,310 Holding46222L108 - IonQ $6,150 HoldingG65163100 - Joby Aviation $4,842 Holding03945R102 - Archer Aviation $3,832 Holding76655K103 - Rigetti Computing $2,979 Holding Largest Purchases this Quarter Amphenol 16,766 shares (about $2.07M)HDFC Bank 55,829 shares (about $1.91M)Netflix 1,360 shares (about $1.63M)SPDR Portfolio S&P 500 ETF 5,150 shares (about $403.45K)Vanguard Mid-Cap Growth ETF 1,221 shares (about $358.72K) Largest Sales this Quarter Vanguard Small-Cap Growth ETF 1,859 shares (about $553.25K)Danaher 972 shares (about $192.93K)PepsiCo 1,257 shares (about $176.53K)Chevron 1,122 shares (about $175.19K)SPDR S&P MidCap 400 ETF Trust 266 shares (about $158.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTower View Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$11,963,946$70,381 ▼-0.6%42,8376.2%Computer and TechnologyNVDANVIDIA$9,771,233$33,398 ▼-0.3%52,3705.1%Computer and TechnologyMSFTMicrosoft$9,497,734$17,093 ▲0.2%18,3374.9%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$8,734,777$403,452 ▲4.8%111,4984.5%ETFLLYEli Lilly and Company$7,790,044$85,454 ▲1.1%10,2104.0%MedicalVUGVanguard Growth ETF$7,677,794$123,743 ▲1.6%16,0084.0%ETFGOOGAlphabet$6,732,090$487 ▼0.0%27,6423.5%Computer and TechnologyHDHome Depot$6,609,572$47,003 ▲0.7%16,3123.4%Retail/WholesalePWRQuanta Services$6,603,074$16,577 ▲0.3%15,9333.4%ConstructionAMZNAmazon.com$6,589,296$16,029 ▼-0.2%30,0103.4%Retail/WholesaleVVisa$6,533,801$10,583 ▲0.2%19,1393.4%Business ServicesCOSTCostco Wholesale$6,310,658$75,898 ▲1.2%6,8183.3%Retail/WholesaleMMCMarsh & McLennan Companies$6,258,043$69,527 ▲1.1%31,0533.2%FinanceNVMINova$6,251,591$52,105 ▲0.8%19,5573.2%Computer and TechnologyPMPhilip Morris International$5,803,445$100,725 ▲1.8%35,7803.0%Consumer StaplesGRMNGarmin$5,435,401$66,973 ▲1.2%22,0752.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$5,320,173$104,591 ▼-1.9%7,9862.8%FinanceGOOGLAlphabet$4,830,801$10,939 ▲0.2%19,8722.5%Computer and TechnologyPHParker-Hannifin$4,287,672$50,800 ▲1.2%5,6552.2%IndustrialsDRSLeonardo DRS$4,280,755$39,225 ▲0.9%94,2902.2%AerospaceVIGVanguard Dividend Appreciation ETF$4,265,839$48,122 ▲1.1%19,7682.2%ETFCARRCarrier Global$3,688,276$122,385 ▲3.4%61,7801.9%ConstructionMCDMcDonald's$3,623,600$40,418 ▲1.1%11,9241.9%Retail/WholesaleSPOTSpotify Technology$3,518,618$67,008 ▲1.9%5,0411.8%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$3,259,096$553,252 ▼-14.5%10,9511.7%ETFVOTVanguard Mid-Cap Growth ETF$3,123,001$358,719 ▲13.0%10,6301.6%ETFHDBHDFC Bank$3,026,576$1,907,119 ▲170.4%88,6001.6%FinanceARM HOLDINGS PLC SPONSORED ADS$3,007,087$62,822 ▲2.1%21,2531.6%COMBMIBadger Meter$2,770,505$137,150 ▲5.2%15,5141.4%Computer and TechnologyISRGIntuitive Surgical$2,601,090$85,868 ▲3.4%5,8161.3%MedicalVGTVanguard Information Technology ETF$2,587,705$39,570 ▲1.6%3,4661.3%ETFADIAnalog Devices$2,237,893$17,199 ▼-0.8%9,1081.2%Computer and TechnologyAPHAmphenol$2,086,131$2,074,746 ▲18,223.9%16,8581.1%Computer and TechnologyUNPUnion Pacific$1,770,525$45,859 ▼-2.5%7,4900.9%TransportationNFLXNetflix$1,656,908$1,630,532 ▲6,181.8%1,3820.9%Consumer DiscretionaryPEPPepsiCo$1,127,308$176,532 ▼-13.5%8,0270.6%Consumer StaplesPGProcter & Gamble$934,736$34,415 ▼-3.6%6,0840.5%Consumer StaplesVOOVanguard S&P 500 ETF$686,477$1,225 ▼-0.2%1,1210.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$593,968$158,471 ▼-21.1%9970.3%ETFVYMVanguard High Dividend Yield ETF$541,742$28,045 ▼-4.9%3,8440.3%ETFBRXBrixmor Property Group$439,227$55,360 ▼-11.2%15,8680.2%FinanceMGEEMGE Energy$439,039$4,883 ▲1.1%5,2150.2%UtilitiesVOVanguard Mid-Cap ETF$414,529$4,994 ▼-1.2%1,4110.2%ETFMAMastercard$400,295$5,117 ▲1.3%7040.2%Business ServicesMKCMcCormick & Company, Incorporated$398,960$110,595 ▼-21.7%5,9630.2%Consumer StaplesVDCVanguard Consumer Staples ETF$380,122$13,248 ▼-3.4%1,7790.2%ETFXOMExxon Mobil$276,633$21,540 ▼-7.2%2,4530.1%EnergyORCLOracle$251,9920.0%8960.1%Computer and TechnologyADPAutomatic Data Processing$248,8880.0%8480.1%Computer and TechnologyJNJJohnson & Johnson$235,526$72,512 ▼-23.5%1,2700.1%MedicalBLACKROCK INC$233,1740.0%2000.1%COMKKRKKR & Co. Inc.$213,467$390 ▲0.2%1,6430.1%FinanceABBVAbbVie$209,060$26,624 ▼-11.3%9030.1%MedicalSYKStryker$197,736$370 ▲0.2%5350.1%MedicalNEENextEra Energy$196,274$127,050 ▼-39.3%2,6000.1%UtilitiesSCHWCharles Schwab$190,940$30,837 ▼-13.9%2,0000.1%FinanceDISWalt Disney$185,341$20,263 ▲12.3%1,6190.1%Consumer DiscretionaryTXNTexas Instruments$183,730$58,794 ▼-24.2%1,0000.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$173,857$656 ▲0.4%5300.1%ETFIRMIron Mountain$171,556$1,325 ▲0.8%1,6830.1%Business ServicesCGCarlyle Group$140,632$752 ▲0.5%2,2430.1%FinanceCMECME Group$133,4740.0%4940.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$130,445$54,269 ▼-29.4%1,5720.1%ManufacturingWMTWalmart$128,029$14,741 ▼-10.3%1,2420.1%Retail/WholesaleCATCaterpillar$126,4450.0%2650.1%IndustrialsBMYBristol Myers Squibb$124,244$1,398 ▲1.1%2,7550.1%MedicalBSVVanguard Short-Term Bond ETF$116,926$1,183 ▲1.0%1,4820.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$116,502$1,278 ▲1.1%1,4580.1%ETFMRKMerck & Co., Inc.$114,004$1,091 ▲1.0%1,3580.1%MedicalGWWW.W. Grainger$101,0140.0%1060.1%IndustrialsTSLATesla$97,8390.0%2200.1%Auto/Tires/TrucksBXBlackstone$95,641$683 ▲0.7%5600.0%FinanceIWViShares Russell 3000 ETF$90,6690.0%2390.0%ETFJPMJPMorgan Chase & Co.$88,398$316 ▲0.4%2800.0%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$81,685$334 ▲0.4%9790.0%ETFPSXPhillips 66$76,163$680 ▲0.9%5600.0%EnergyGSThe Goldman Sachs Group$71,1240.0%890.0%FinanceMOAltria Group$68,266$1,123 ▲1.7%1,0330.0%Consumer StaplesTMOThermo Fisher Scientific$59,823$25,291 ▼-29.7%1230.0%MedicalITWIllinois Tool Works$58,098$140,686 ▼-70.8%2230.0%IndustrialsWTRGEssential Utilities$53,979$26,850 ▼-33.2%1,3530.0%UtilitiesONON Semiconductor$49,310$49,310 ▲New Holding1,0000.0%Computer and TechnologyMDLZMondelez International$46,488$312 ▲0.7%7440.0%Consumer StaplesPEGPublic Service Enterprise Group$46,454$9,758 ▼-17.4%5570.0%UtilitiesCOPConocoPhillips$45,790$133,491 ▼-74.5%4840.0%EnergyDHRDanaher$45,057$192,931 ▼-81.1%2270.0%MedicalXLPConsumer Staples Select Sector SPDR Fund$43,812$314 ▲0.7%5590.0%ETFXELXcel Energy$42,518$323 ▲0.8%5270.0%UtilitiesIVViShares Core S&P 500 ETF$41,443$4,679 ▼-10.1%620.0%ETFVBVanguard Small-Cap ETF$39,4740.0%1550.0%ETFETREntergy$38,4950.0%4130.0%UtilitiesCSCOCisco Systems$37,727$205 ▲0.5%5510.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$34,065$5,631 ▼-14.2%1210.0%ETFUTHRUnited Therapeutics$31,4410.0%750.0%MedicalTAT&T$31,121$311 ▲1.0%1,1020.0%Computer and TechnologyPFEPfizer$30,590$535 ▲1.8%1,2010.0%MedicalSDYSPDR S&P Dividend ETF$29,918$280 ▲0.9%2140.0%ETFIWFiShares Russell 1000 Growth ETF$27,7750.0%590.0%ETFBNDVanguard Total Bond Market ETF$26,878$223 ▲0.8%3610.0%ETFAVGOBroadcom$26,6610.0%810.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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