Tower View Wealth Management LLC Top Holdings and 13F Report (2023) About Tower View Wealth Management LLCInvestment ActivityTower View Wealth Management LLC has $231.00 million in total holdings as of December 31, 2022.Tower View Wealth Management LLC owns shares of 193 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 7.95% of the portfolio was purchased this quarter.About 3.40% of the portfolio was sold this quarter.This quarter, Tower View Wealth Management LLC has purchased 205 new stocks and bought additional shares in 84 stocks.Tower View Wealth Management LLC sold shares of 36 stocks and completely divested from 21 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $17,234,859NVIDIA $12,463,786Eli Lilly and Company $11,139,356SPDR Portfolio S&P 500 ETF $11,112,224Microsoft $10,032,970 Largest New Holdings this Quarter 666807102 - Northrop Grumman $1,935,419 Holding675232102 - Oceaneering International $1,015,751 Holding458140100 - Intel $948,495 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $331,662 Holding92343V104 - Verizon Communications $155,958 Holding Largest Purchases this Quarter Northrop Grumman 4,003 shares (about $1.94M)Caterpillar 2,114 shares (about $1.71M)Amphenol 20,021 shares (about $1.69M)Parker-Hannifin 1,692 shares (about $1.62M)Oceaneering International 23,281 shares (about $1.02M) Largest Sales this Quarter United Therapeutics 2,911 shares (about $1.58M)McDonald's 5,039 shares (about $1.16M)Oracle 7,995 shares (about $1.10M)Vanguard Growth ETF 6,581 shares (about $593.01K)SPDR Portfolio S&P 500 ETF 3,647 shares (about $327.36K) 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$17,234,859$781,454 ▲4.7%37,7807.5%TechnologyNVDANVIDIA$12,463,786$606,575 ▲5.1%54,5755.4%TechnologyLLYEli Lilly and Company$11,139,356$68,269 ▲0.6%9,6274.8%HealthcareSPLGSPDR Portfolio S&P 500 ETF$11,112,224$327,355 ▼-2.9%123,7994.8%ETFMSFTMicrosoft$10,032,970$776,028 ▲8.4%19,5614.3%TechnologyVUGVanguard Growth ETF$9,112,728$593,014 ▼-6.1%101,1293.9%ETFGOOGAlphabet$8,938,616$179,910 ▲2.1%26,2333.9%Communication ServicesAMZNAmazon.com$7,598,826$195,832 ▲2.6%30,4993.3%Consumer DiscretionaryPWRQuanta Services$7,438,472$132,359 ▲1.8%11,5773.2%IndustrialsVVisa$7,098,009$452,407 ▲6.8%19,7533.1%FinancePHParker-Hannifin$6,794,355$1,616,657 ▲31.2%7,1112.9%IndustrialsGOOGLAlphabet$6,764,802$457,272 ▲7.2%19,6612.9%Communication ServicesGRMNGarmin$6,305,009$234,634 ▲3.9%21,9812.7%Consumer DiscretionaryCOSTCostco Wholesale$6,121,239$248,527 ▲4.2%6,7242.6%Consumer StaplesSPYSPDR S&P 500 ETF Trust$5,972,820$63,297 ▼-1.0%7,8322.6%ETFPMPhilip Morris International$4,654,239$37,782 ▲0.8%24,3912.0%Consumer StaplesNVMINova$4,578,102$219,179 ▲5.0%11,8852.0%TechnologyVIGVanguard Dividend Appreciation ETF$4,488,944$163,319 ▼-3.5%19,2401.9%ETFEWYiShares MSCI South Korea ETF$3,670,995$186,803 ▲5.4%20,0841.6%ETFAMDAdvanced Micro Devices$3,667,502$67,905 ▲1.9%5,9951.6%TechnologyETNEaton$3,628,901$99,693 ▲2.8%8,4451.6%IndustrialsAVGOBroadcom$3,625,272$400,350 ▲12.4%10,3231.6%TechnologyDRSLeonardo DRS$3,511,765$144,176 ▲4.3%95,8711.5%IndustrialsADIAnalog Devices$3,491,047$82,516 ▲2.4%8,8001.5%TechnologyVGTVanguard Information Technology ETF$3,458,926$58,311 ▼-1.7%27,5241.5%ETFJPMJPMorgan Chase & Co.$3,336,799$278,232 ▲9.1%10,0861.4%FinanceVBKVanguard Small-Cap Growth ETF$3,336,611$28,714 ▼-0.9%9,8771.4%ETFAPHAmphenol$3,310,614$1,687,762 ▲104.0%39,2721.4%TechnologyVOTVanguard Mid-Cap Growth ETF$3,028,975$89,672 ▼-2.9%10,3701.3%ETFGSThe Goldman Sachs Group$2,913,244$837,243 ▲40.3%3,2361.3%FinanceARM HOLDINGS PLC SPONSORED ADS$2,561,464$153,520 ▲6.4%8,8431.1%COMLAM RESEARCH CORP$2,497,613$104,793 ▲4.4%7,6031.1%COMISRGIntuitive Surgical$2,406,843$83,766 ▲3.6%5,9191.0%HealthcareSXTSensient Technologies$2,340,196$20,654 ▲0.9%17,9021.0%MaterialsCSCOCisco Systems$2,050,495$58,659 ▲2.9%19,0510.9%TechnologyMUMicron Technology$2,023,976$112,917 ▲5.9%1,9000.9%TechnologyASXASE Technology$1,984,962$29,166 ▲1.5%44,6460.9%TechnologyCATCaterpillar$1,956,437$1,714,011 ▲707.0%2,4130.8%IndustrialsNOCNorthrop Grumman$1,935,419$1,935,419 ▲New Holding4,0030.8%IndustrialsUNPUnion Pacific$1,796,798$654,717 ▲57.3%6,6030.8%IndustrialsHDHome Depot$1,753,614$50,924 ▼-2.8%6,1640.8%Consumer DiscretionaryABBVAbbVie$1,280,202$61,211 ▲5.0%4,8940.6%HealthcareWALMART INC$1,184,002$44,168 ▼-3.6%11,3930.5%COMECHOSTAR CORP CL A$1,056,201$26,376 ▼-2.4%11,8130.5%COMOIIOceaneering International$1,015,751$1,015,751 ▲New Holding23,2810.4%EnergyCEREBRAS SYSTEMS INC CL A$1,009,230$17,410 ▼-1.7%5,6810.4%COMINTCIntel$948,495$948,495 ▲New Holding7,8890.4%TechnologyVOOVanguard S&P 500 ETF$783,995$58,852 ▼-7.0%1,1190.3%ETFVYMVanguard High Dividend Yield ETF$582,227$30,268 ▼-4.9%3,7510.3%ETFSPACE EXPLORATION TECHN CORP CLASS A COM STK$527,256$25,495 ▲5.1%3,4950.2%COMBRXBrixmor Property Group$514,092$4,941 ▲1.0%18,6260.2%Real EstateMDYSPDR S&P MidCap 400 ETF Trust$501,402$121,413 ▼-19.5%7640.2%ETFVOVanguard Mid-Cap ETF$441,847$1,647 ▼-0.4%5,6340.2%ETFJNJJohnson & Johnson$439,480$187,706 ▲74.6%1,6600.2%HealthcareMAMastercard$414,780$19,856 ▼-4.6%7520.2%FinanceMCDMcDonald's$381,318$1,163,817 ▼-75.3%1,6510.2%Consumer DiscretionaryPEPPepsiCo$346,167$207,548 ▼-37.5%2,7320.1%Consumer StaplesAMGNAmgen$345,539$337,533 ▲4,215.8%8200.1%HealthcareEXXONMOBIL HOLDINGS CORP$331,662$331,662 ▲New Holding2,0380.1%COMCARRCarrier Global$318,166$240,160 ▼-43.0%5,8000.1%IndustrialsVDCVanguard Consumer Staples ETF$305,416$11,344 ▼-3.6%1,4000.1%ETFMGEEMGE Energy$252,152$6,736 ▲2.7%3,6310.1%UtilitiesVTIVanguard Total Stock Market ETF$212,299$374 ▲0.2%5670.1%ETFBLACKROCK INC$211,6580.0%2000.1%COMDISWalt Disney$207,399$9,651 ▼-4.4%1,9770.1%Communication ServicesMRKMerck & Co., Inc.$203,521$1,453 ▲0.7%1,4010.1%HealthcareVXUSVanguard Total International Stock ETF$198,525$109,244 ▲122.4%2,3370.1%ETFNEENextEra Energy$197,900$227 ▲0.1%2,6130.1%UtilitiesPSXPhillips 66$183,012$1,021 ▲0.6%7170.1%EnergyBMYBristol Myers Squibb$178,354$1,373 ▲0.8%2,8580.1%HealthcareIBKRInteractive Brokers Group$174,426$171,009 ▲5,005.0%2,0420.1%FinanceSCHWCharles Schwab$166,1580.0%1,7000.1%FinanceVZVerizon Communications$155,958$155,958 ▲New Holding3,4000.1%Communication ServicesSYKStryker$148,817$276 ▲0.2%5400.1%HealthcareIRMIron Mountain$148,034$1,110 ▲0.8%1,3340.1%Real EstateGWWW.W. Grainger$139,5400.0%1120.1%IndustrialsTAT&T$137,898$110,133 ▲396.7%5,6520.1%Communication ServicesCMECME Group$129,4190.0%4940.1%FinanceCNQCanadian Natural Resources$110,144$20,711 ▲23.2%2,3400.0%EnergyPGProcter & Gamble$108,120$29,355 ▼-21.4%7440.0%Consumer StaplesKKRKKR & Co. Inc.$102,590$12,048 ▼-10.5%1,1240.0%FinanceIWViShares Russell 3000 ETF$102,0880.0%2360.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$101,901$893 ▲0.9%1,2550.0%ETFBANK OF NY MELLON CORP$97,046$97,046 ▲New Holding6710.0%COMIGMiShares Expanded Tech Sector ETF$95,5370.0%5650.0%ETFUSBU.S. Bancorp$92,416$92,416 ▲New Holding1,6000.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$83,721$10,967 ▼-11.6%1,0840.0%ETFDRTSAlpha Tau Medical$82,9900.0%5,5660.0%HealthcareWTRGEssential Utilities$82,704$706 ▲0.9%2,1100.0%UtilitiesCGCarlyle Group$80,787$10,074 ▼-11.1%2,0370.0%FinanceTSLATesla$78,4140.0%2210.0%Consumer DiscretionaryFASTFastenal$78,097$396 ▲0.5%1,5770.0%IndustrialsMOAltria Group$74,130$1,077 ▲1.5%1,1010.0%Consumer StaplesTMOThermo Fisher Scientific$72,051$3,367 ▼-4.5%1070.0%HealthcareWMWaste Management$66,453$408 ▲0.6%3260.0%IndustrialsMGVVanguard Mega Cap Value ETF$64,724$322 ▲0.5%4020.0%ETFCOPConocoPhillips$62,408$375 ▲0.6%4990.0%EnergyITWIllinois Tool Works$58,753$258 ▲0.4%2280.0%IndustrialsUTHRUnited Therapeutics$51,480$1,577,456 ▼-96.8%950.0%HealthcareDHRDanaher$47,607$221 ▲0.5%2150.0%HealthcareShowing largest 100 holdings. 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