Tower View Wealth Management LLC Top Holdings and 13F Report (2023) About Tower View Wealth Management LLCInvestment ActivityTower View Wealth Management LLC has $227.40 million in total holdings as of December 31, 2022.Tower View Wealth Management LLC owns shares of 205 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 8.88% of the portfolio was purchased this quarter.About 6.98% of the portfolio was sold this quarter.This quarter, Tower View Wealth Management LLC has purchased 204 new stocks and bought additional shares in 76 stocks.Tower View Wealth Management LLC sold shares of 50 stocks and completely divested from 15 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $17,224,518Eli Lilly and Company $11,476,291SPDR Portfolio S&P 500 ETF $11,199,987NVIDIA $10,388,526Vanguard Growth ETF $9,278,155 Largest New Holdings this Quarter 81725T100 - Sensient Technologies $2,187,658 Holding00215W100 - ASE Technology $1,984,829 Holding15675D103 - CEREBRAS SYSTEMS INC CL A $1,277,159 Holding278768106 - ECHOSTAR CORP CL A $1,228,962 Holding84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK $568,281 Holding Largest Purchases this Quarter Vanguard Growth ETF 89,872 shares (about $7.74M)Vanguard Information Technology ETF 24,465 shares (about $2.92M)Sensient Technologies 17,744 shares (about $2.19M)ASE Technology 43,990 shares (about $1.98M)CEREBRAS SYSTEMS INC CL A 5,779 shares (about $1.28M) Largest Sales this Quarter ARM HOLDINGS PLC SPONSORED ADS 9,382 shares (about $3.33M)iShares MSCI South Korea ETF 8,786 shares (about $1.77M)Spotify Technology 3,582 shares (about $1.64M)Nova 2,940 shares (about $1.60M)McDonald's 4,913 shares (about $1.33M) 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$17,224,518$244,516 â–¼-1.4%36,0677.6%Computer and TechnologyLLYEli Lilly and Company$11,476,291$122,343 â–¼-1.1%9,5685.0%MedicalSPLGSPDR Portfolio S&P 500 ETF$11,199,987$298,266 â–²2.7%127,4464.9%ETFNVDANVIDIA$10,388,526$97,244 â–²0.9%51,9194.6%Computer and TechnologyVUGVanguard Growth ETF$9,278,155$7,741,587 â–²503.8%107,7104.1%ETFGOOGAlphabet$9,082,521$18,727 â–¼-0.2%25,7054.0%Computer and TechnologyPWRQuanta Services$8,187,366$1,118,194 â–¼-12.0%11,3713.6%ConstructionAMZNAmazon.com$7,081,797$5,005 â–²0.1%29,7133.1%Retail/WholesaleMSFTMicrosoft$6,732,147$18,651 â–²0.3%18,0483.0%Computer and TechnologyGOOGLAlphabet$6,551,338$56,465 â–¼-0.9%18,3322.9%Computer and TechnologyVVisa$6,345,149$42,887 â–¼-0.7%18,4942.8%Business ServicesNVMINova$6,143,910$1,596,244 â–¼-20.6%11,3162.7%Computer and TechnologyCOSTCostco Wholesale$6,034,899$78,582 â–¼-1.3%6,4512.7%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$5,910,861$4,481 â–²0.1%7,9152.6%FinancePHParker-Hannifin$5,300,598$29,345 â–¼-0.6%5,4192.3%IndustrialsGRMNGarmin$5,027,096$5,226 â–¼-0.1%21,1632.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$4,718,201$47,797 â–²1.0%19,9402.1%ETFPMPhilip Morris International$4,376,724$560,998 â–¼-11.4%24,1931.9%Consumer StaplesDRSLeonardo DRS$3,922,852$23,639 â–²0.6%91,9351.7%AerospaceEWYiShares MSCI South Korea ETF$3,848,664$1,773,915 â–¼-31.5%19,0621.7%ETFVBKVanguard Small-Cap Growth ETF$3,642,938$4,023 â–¼-0.1%9,9621.6%ETFETNEaton$3,499,724$2,983 â–¼-0.1%8,2131.5%IndustrialsAVGOBroadcom$3,468,896$36,642 â–²1.1%9,1831.5%Computer and TechnologyAMDAdvanced Micro Devices$3,418,075$476,927 â–¼-12.2%5,8841.5%Computer and TechnologyADIAnalog Devices$3,412,615$105,651 â–¼-3.0%8,5921.5%Computer and TechnologyAPHAmphenol$3,394,266$399,004 â–²13.3%19,2511.5%Computer and TechnologyVGTVanguard Information Technology ETF$3,345,170$2,924,095 â–²694.4%27,9881.5%ETFVOTVanguard Mid-Cap Growth ETF$3,270,415$10,721 â–²0.3%10,6771.4%ETFLAM RESEARCH CORP$3,156,242$49,398 â–²1.6%7,2841.4%COMJPMJPMorgan Chase & Co.$3,026,153$167,592 â–¼-5.2%9,2451.3%FinanceARM HOLDINGS PLC SPONSORED ADS$2,947,541$3,326,576 â–¼-53.0%8,3131.3%COMGSThe Goldman Sachs Group$2,331,816$238,642 â–²11.4%2,3061.0%FinanceISRGIntuitive Surgical$2,271,946$16,305 â–²0.7%5,7131.0%MedicalHDHome Depot$2,237,188$303,676 â–¼-12.0%6,3431.0%Retail/WholesaleSXTSensient Technologies$2,187,658$2,187,658 â–²New Holding17,7441.0%Basic MaterialsCSCOCisco Systems$2,173,683$28,660 â–¼-1.3%18,5061.0%Computer and TechnologyMUMicron Technology$2,070,798$62,332 â–¼-2.9%1,7940.9%Computer and TechnologyASXASE Technology$1,984,829$1,984,829 â–²New Holding43,9900.9%Computer and TechnologyMCDMcDonald's$1,808,481$1,328,112 â–¼-42.3%6,6900.8%Retail/WholesaleUTHRUnited Therapeutics$1,628,741$147,920 â–²10.0%3,0060.7%MedicalWALMART INC$1,338,462$46,548 â–²3.6%11,8180.6%COMBIDUBaidu$1,318,564$4,800 â–²0.4%11,5370.6%Computer and TechnologyCEREBRAS SYSTEMS INC CL A$1,277,159$1,277,159 â–²New Holding5,7790.6%COMECHOSTAR CORP CL A$1,228,962$1,228,962 â–²New Holding12,1080.5%COMABBVAbbVie$1,172,731$312,309 â–¼-21.0%4,6600.5%MedicalORCLOracle$1,172,293$17,147 â–¼-1.4%7,9990.5%Computer and TechnologyNFLXNetflix$1,153,610$2,142 â–¼-0.2%16,1570.5%Consumer DiscretionaryUNPUnion Pacific$1,141,703$90,585 â–¼-7.4%4,1970.5%TransportationVOOVanguard S&P 500 ETF$825,906$4,806 â–²0.6%1,2030.4%ETFCARRCarrier Global$746,528$98,432 â–¼-11.6%10,1780.3%ConstructionMDYSPDR S&P MidCap 400 ETF Trust$667,2140.0%9490.3%ETFVYMVanguard High Dividend Yield ETF$623,540$2,844 â–¼-0.5%3,9460.3%Financial ServicesSPOTSpotify Technology$607,889$1,644,606 â–¼-73.0%1,3240.3%Computer and TechnologyPEPPepsiCo$591,656$74,600 â–¼-11.2%4,3700.3%Consumer StaplesBRXBrixmor Property Group$581,642$150,116 â–²34.8%18,4470.3%FinanceSPACE EXPLORATION TECHN CORP CLASS A COM STK$568,281$568,281 â–²New Holding3,3260.2%COMVOVanguard Mid-Cap ETF$455,604$341,119 â–²298.0%5,6550.2%ETFMAMastercard$404,784$5,651 â–²1.4%7880.2%Business ServicesXOMExxonMobil$355,114$820 â–²0.2%2,5970.2%EnergyVDCVanguard Consumer Staples ETF$327,408$11,049 â–¼-3.3%1,4520.1%ETFCATCaterpillar$318,4060.0%2990.1%IndustrialsMGEEMGE Energy$288,140$68,244 â–¼-19.1%3,5340.1%UtilitiesJNJJohnson & Johnson$241,602$6,605 â–¼-2.7%9510.1%MedicalNEENextEra Energy$229,057$263 â–²0.1%2,6100.1%UtilitiesNINiSource$218,276$1,902 â–²0.9%4,5900.1%UtilitiesVTIVanguard Total Stock Market ETF$209,409$4,810 â–²2.4%5660.1%ETFDISWalt Disney$199,187$42,360 â–²27.0%2,0690.1%Consumer DiscretionaryBLACKROCK INC$192,3120.0%2000.1%COMMRKMerck & Co., Inc.$178,776$1,285 â–²0.7%1,3910.1%MedicalSYKStryker$169,671$630 â–²0.4%5390.1%MedicalIRMIron Mountain$167,294$1,264 â–²0.8%1,3240.1%Business ServicesBMYBristol Myers Squibb$163,390$1,440 â–²0.9%2,8360.1%MedicalSCHWCharles Schwab$156,859$27,681 â–¼-15.0%1,7000.1%FinanceGWWW.W. Grainger$152,3650.0%1120.1%IndustrialsPGProcter & Gamble$138,739$176,137 â–¼-55.9%9460.1%Consumer StaplesPSXPhillips 66$120,564$676 â–²0.6%7130.1%EnergyKKRKKR & Co. Inc.$115,309$184 â–²0.2%1,2560.1%FinanceCMECME Group$109,0910.0%4940.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$102,126$3,366 â–¼-3.2%1,2440.0%ManufacturingIWViShares Russell 3000 ETF$100,611$1,705 â–¼-1.7%2360.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$96,928$1,028 â–²1.1%1,2260.0%ETFCGCarlyle Group$96,460$758 â–²0.8%2,2910.0%FinanceONonsemi$94,5400.0%1,0000.0%Computer and TechnologyMDYVSPDR S&P 400 Mid Cap Value ETF$94,154$474 â–²0.5%9930.0%ETFTSLATesla$92,953$421 â–²0.5%2210.0%Auto/Tires/TrucksIGMiShares Expanded Tech Sector ETF$92,4230.0%5650.0%ETFVXUSVanguard Total International Stock ETF$89,867$70,030 â–²353.0%1,0510.0%ETFCVXChevron$81,162$166 â–²0.2%4900.0%EnergyWTRGEssential Utilities$80,146$728 â–²0.9%2,0920.0%UtilitiesMOAltria Group$78,048$1,151 â–²1.5%1,0850.0%Consumer StaplesFASTFastenal$75,347$432 â–²0.6%1,5690.0%Retail/WholesaleSYYSysco$75,2220.0%9000.0%Consumer StaplesCNQCanadian Natural Resources$75,050$75,050 â–²New Holding1,9000.0%EnergyWMWaste Management$72,302$223 â–²0.3%3240.0%Business ServicesDRTSAlpha Tau Medical$70,0210.0%5,5660.0%MedicalMGVVanguard Mega Cap Value ETF$65,3800.0%4000.0%ETFITWIllinois Tool Works$61,398$270 â–²0.4%2270.0%IndustrialsPEGPublic Service Enterprise Group$56,361$406 â–²0.7%6940.0%UtilitiesTMOThermo Fisher Scientific$55,9700.0%1120.0%MedicalCOPConocoPhillips$51,519$415 â–²0.8%4960.0%EnergyShowing largest 100 holdings. 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