Tower View Wealth Management LLC

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CIK 1729045

13F portfolio (2026-Q1)

$195M

Positions

204

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

204

Top 5

24.4%

Top 10

41.8%

Effective N

35.8

HHI

0.028

This quarter

32 new · 0 exit →

By sector

Information Technology26.1%

Unclassified21.8%

Industrials14.2%

Consumer Discretionary10.5%

Communication Services8.7%

Health Care7.8%

Financials6.8%

Consumer Staples2.8%

Other1.4%

By market cap

Mega (>$200B)42.3%

Unknown33.3%

Large ($10–200B)24.0%

Mid ($2–10B)0.4%

Small ($300M–2B)0.0%

By region

North America68.0%

Other21.8%

Asia-Pacific7.0%

Middle East3.2%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	21.78%	61
Semiconductors & Semiconductor Equipment	17.37%	9
Specialty Retail	8.51%	8
Software & IT Services	7.19%	7
Pharmaceuticals & Biotechnology	6.39%	11
Machinery	5.29%	10
Aerospace & Defense	4.64%	8
Software	4.05%	6
Technology Hardware & Equipment	3.98%	6
Construction & Engineering	3.64%	1
Commercial Services & Supplies	3.14%	7
Tobacco	2.35%	2
Media & Entertainment	2.03%	5
Hotels, Restaurants & Leisure	1.86%	2
Banks	1.48%	2
Health Care Equipment & Supplies	1.44%	3
Capital Markets	1.32%	9
Insurance	0.90%	4
Road & Rail	0.56%	1
Utilities	0.56%	12
Beverages	0.40%	2
Oil, Gas & Consumable Fuels	0.38%	4
Equity Real Estate Investment Trusts (REITs)	0.27%	2
Chemicals	0.18%	5
Distributors	0.10%	3
Entertainment	0.08%	1
Automobiles & Components	0.07%	4
Diversified Telecommunication Services	0.03%	3
Food Products	0.02%	1
Metals & Mining	0.01%	1
Electrical Equipment & Components	0.01%	3
Professional Services	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd	Information Technology	6.35%
2	SPYM	SPDR SERIES TRUST	Unclassified	4.87%
3	NVDA	NVIDIA CORP	Information Technology	4.60%
4	LLY	ELI LILLY & Co	Health Care	4.57%
5	VUG	VANGUARD INDEX FDS	Unclassified	4.00%
6	GOOG	Alphabet Inc.	Communication Services	3.79%
7	PWR	QUANTA SERVICES, INC.	Industrials	3.64%
8	MSFT	MICROSOFT CORP	Information Technology	3.42%
9	COST	COSTCO WHOLESALE CORP /NEW	Consumer Discretionary	3.34%
10	NVMI	Nova Ltd.	Information Technology	3.18%

143/204 names classified · sector 78.2% of weight · industry 78.2% · mkt cap 66.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 34 quarters

Information TechnologyMSFT, TSM, NVDA, AAPL, NVMI · other

IndustrialsUNP, DE, ASML, CAT, PWR · other

Consumer DiscretionaryHD, AMZN, COST, SBUX, TSLA · other

FinancialsMRSH, V, UNH, PYPL, GS · other

Health CareLLY, EW, MRK, JNJ, SYK · other

Communication ServicesGOOG, GOOGL, SPOT, DIS, META · other

Consumer StaplesPEP, STZ, PM, HAIN, CWGL · other

MaterialsPG, SMG, DECK, HXL, FBIN · other

UtilitiesNEE, MGEE, AEP, WEC, NI · other

EnergyCNQ, XOM, PSX, COP, CVX

Real EstateSPG, PSA, PLD, BRX, AMT · other

UnclassifiedSPY, VUG, MDY, IWV, SPYM · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 78.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (123 classified)Tower View Wealth Management LLC centroid (Large Growth)

Information TechnologyIndustrialsConsumer DiscretionaryHealth CareCommunication ServicesFinancialsConsumer StaplesUtilitiesEnergyReal EstateMaterials

Style box summary for Tower View Wealth Management LLC: centroid Large Growth. Heaviest cells: Large Growth 43.7%, Large Value 7.5%, Large Core 7.3%.

Classified: 65.4% of book weight (123/204 names) · unclassified 34.6%: TSM, SPYM, VUG, NVMI, SPY, VIG, EWY, VBK, VOT, ARM +71 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 204 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	TSMTAIWAN SEMICONDUCTOR MFG LTD	36,579	$12M	6.3%	TRIM −4%
2	SPYMSPDR SERIES TRUST	124,052	$9M	4.9%	ADD 4%
3	NVDANVIDIA CORPORATION	51,433	$9M	4.6%	HOLD
4	LLYELI LILLY & CO	9,670	$9M	4.6%	TRIM −5%
5	VUGVANGUARD INDEX FDS	17,838	$8M	4.0%	HOLD
6	GOOGALPHABET INC	25,758	$7M	3.8%	HOLD
7	PWRQUANTA SVCS INC	12,924	$7M	3.6%	TRIM −7%
8	MSFTMICROSOFT CORP	17,998	$7M	3.4%	TRIM −2%
9	COSTCOSTCO WHSL CORP NEW	6,535	$7M	3.3%	TRIM −5%
10	NVMINOVA LTD	14,256	$6M	3.2%	TRIM −18%
11	AMZNAMAZON COM INC	29,692	$6M	3.2%	TRIM −2%
12	VVISA INC	18,619	$6M	2.9%	TRIM −3%
13	GOOGLALPHABET INC	18,490	$5M	2.7%	TRIM −3%
14	SPYSTATE STR SPDR S&P 500 ETF T	7,909	$5M	2.6%	HOLD
15	GRMNGARMIN LTD	21,185	$5M	2.5%	TRIM −5%
16	PHPARKER-HANNIFIN CORP	5,449	$5M	2.5%	TRIM −5%
17	PMPHILIP MORRIS INTL INC	27,294	$5M	2.3%	TRIM −9%
18	VIGVANGUARD SPECIALIZED FUNDS	19,738	$4M	2.2%	HOLD
19	DRSLEONARDO DRS INC	91,381	$4M	2.1%	TRIM −4%
20	MCDMCDONALDS CORP	11,603	$4M	1.9%	TRIM −5%
21	EWYISHARES INC MSCI STH KOR ETF	27,848	$3M	1.8%	ADD 85%
22	VBKVANGUARD INDEX FDS	9,973	$3M	1.5%	HOLD
23	ETNEATON CORP PLC	8,220	$3M	1.5%	TRIM −3%
24	JPMJPMORGAN CHASE & CO	9,757	$3M	1.5%	HOLD
25	ADIANALOG DEVICES INC	8,858	$3M	1.4%	HOLD
26	AVGOBROADCOM INC	9,086	$3M	1.4%	ADD 9%
27	VOTVANGUARD INDEX FDS	10,642	$3M	1.4%	ADD 2%
28	ARMARM HOLDINGS PLC	17,695	$3M	1.4%	TRIM −12%
29	ISRGINTUITIVE SURGICAL INC	5,672	$3M	1.3%	TRIM −3%
30	VGTVANGUARD WORLD FD	3,523	$2M	1.3%	HOLD
31	SPOTSPOTIFY TECHNOLOGY S A	4,906	$2M	1.2%	TRIM −4%
32	HDHOME DEPOT INC	7,204	$2M	1.2%	TRIM −20%
33	APHAMPHENOL CORP	16,988	$2M	1.1%	HOLD
34	GSGOLDMAN SACHS GROUP INC	2,070	$2M	0.9%	ADD 2200%
35	MRSHMARSH & MCLENNAN COS INC	9,981	$2M	0.9%	TRIM −63%
36	UTHRUnited Therapeutics Corp.	2,733	$2M	0.8%	ADD 3544%
37	NFLXNETFLIX INC	16,187	$2M	0.8%	HOLD
38	LRCXLAM RESEARCH CORP	7,170	$2M	0.8%	NEW
39	CSCOCISCO SYS INC	18,750	$1M	0.7%	ADD 15%
40	WMTWALMART INC	11,407	$1M	0.7%	ADD 25%
41	AMDADVANCED MICRO DEVICES INC	6,705	$1M	0.7%	NEW
42	ABBVABBVIE INC	5,901	$1M	0.7%	ADD 20%
43	BIDUBAIDU INC	11,495	$1M	0.7%	ADD 10%
44	ORCLORACLE CORP	8,116	$1M	0.6%	HOLD
45	UNPUNION PAC CORP	4,530	$1M	0.6%	TRIM −19%
46	PEPPEPSICO INC	4,921	$764,166	0.4%	TRIM −29%
47	VOOVANGUARD INDEX FDS	1,196	$714,695	0.4%	HOLD
48	CARRCARRIER GLOBAL CORPORATION	11,520	$648,691	0.3%	TRIM −74%
49	MUMICRON TECHNOLOGY INC	1,848	$624,329	0.3%	NEW
50	VYMVANGUARD WHITEHALL FDS	3,964	$587,073	0.3%	ADD 9%
51	MDYSPDR S&P MIDCAP 400 ETF TR	949	$585,061	0.3%	HOLD
52	XOMEXXON MOBIL CORP	2,591	$439,542	0.2%	ADD 32%
53	VOVANGUARD INDEX FDS	1,421	$408,052	0.2%	HOLD
54	BRXBRIXMOR PPTY GROUP INC	13,686	$394,164	0.2%	TRIM −36%
55	MAMASTERCARD INCORPORATED	777	$388,174	0.2%	ADD 7%
56	MGEEMGE ENERGY INC	4,371	$337,844	0.2%	TRIM −13%
57	VDCVANGUARD WORLD FD	1,501	$337,108	0.2%	TRIM −9%
58	PGPROCTER AND GAMBLE CO	2,147	$310,092	0.2%	TRIM −48%
59	NEENEXTERA ENERGY INC	2,607	$242,185	0.1%	ADD 4%
60	JNJJOHNSON & JOHNSON	977	$238,811	0.1%	ADD 17%
61	NINISOURCE INC	4,550	$212,303	0.1%	NEW
62	CATCATERPILLAR INC	299	$211,830	0.1%	ADD 13%
63	BLKBLACKROCK INC	200	$192,342	0.1%	HOLD
64	SCHWSCHWAB CHARLES CORP	2,000	$187,960	0.1%	HOLD
65	VTIVANGUARD INDEX FDS	553	$177,536	0.1%	ADD 4%
66	SYKSTRYKER CORPORATION	537	$176,591	0.1%	HOLD
67	BMYBRISTOL-MYERS SQUIBB CO	2,811	$170,485	0.1%	HOLD
68	MRKMERCK & CO INC	1,381	$166,158	0.1%	HOLD
69	DISDISNEY WALT CO	1,629	$157,049	0.1%	HOLD
70	CMECME GROUP INC	494	$145,903	0.1%	HOLD
71	IRMIRON MTN INC DEL	1,314	$134,162	0.1%	HOLD
72	PSXPHILLIPS 66	709	$129,197	0.1%	ADD 25%
73	GWWWW GRAINGER INC	112	$122,171	0.1%	ADD 6%
74	KKRKKR & CO INC	1,254	$115,976	0.1%	HOLD
75	CGCARLYLE GROUP INC/THE	2,273	$109,992	0.1%	HOLD
76	SHYISHARES TR	1,285	$106,134	0.1%	ADD 11%
77	CVXCHEVRON CORP NEW	489	$101,160	0.1%	ADD 561%
78	VCSHVANGUARD SCOTTSDALE FDS	1,213	$96,141	0.0%	TRIM −18%
79	IWVISHARES TR	240	$89,120	0.0%	HOLD
80	MDYVSPDR SERIES TRUST	988	$84,146	0.0%	HOLD
81	WTRGESSENTIAL UTILS INC	2,073	$83,468	0.0%	HOLD
82	TSLATESLA INC	220	$81,785	0.0%	HOLD
83	WMWASTE MGMT INC DEL	323	$74,218	0.0%	HOLD
84	FASTFASTENAL CO	1,560	$72,400	0.0%	HOLD
85	MOALTRIA GROUP INC	1,069	$70,560	0.0%	HOLD
86	IGMISHARES TR	565	$66,959	0.0%	NEW
87	COPCONOCOPHILLIPS	492	$64,949	0.0%	HOLD
88	SYYSYSCO CORP	900	$64,197	0.0%	NEW
89	ONON SEMICONDUCTOR CORP	1,000	$61,920	0.0%	HOLD
90	ITWILLINOIS TOOL WKS INC	226	$58,738	0.0%	HOLD
91	MGVVANGUARD WORLD FD	400	$57,980	0.0%	NEW
92	PEGPUBLIC SVC ENTERPRISE GROUP	689	$55,761	0.0%	HOLD
93	TMOTHERMO FISHER SCIENTIFIC INC	112	$54,819	0.0%	TRIM −9%
94	XELXCEL ENERGY INC	635	$50,437	0.0%	HOLD
95	BXBLACKSTONE INC	412	$47,324	0.0%	HOLD
96	XLPSELECT SECTOR SPDR TR	567	$46,459	0.0%	HOLD
97	ETRENTERGY CORP NEW	413	$46,354	0.0%	HOLD
98	VPUVANGUARD WORLD FD	232	$46,065	0.0%	ADD 186%
99	MDLZMONDELEZ INTL INC	757	$43,623	0.0%	HOLD
100	VBVANGUARD INDEX FDS	157	$41,086	0.0%	HOLD
101	DHRDANAHER CORP DEL	214	$40,561	0.0%	TRIM −6%
102	DRTSALPHA TAU MEDICAL LTD	5,566	$39,352	0.0%	HOLD
103	VBRVANGUARD INDEX FDS	171	$37,133	0.0%	NEW
104	VNQVANGUARD INDEX FDS	399	$35,401	0.0%	ADD 320%
105	PFEPFIZER INC	1,240	$34,831	0.0%	HOLD
106	TAT&T INC	1,126	$32,649	0.0%	HOLD
107	IWMISHARES TR	128	$31,700	0.0%	NEW
108	SDYSPDR SER TR	216	$31,592	0.0%	HOLD
109	OSKOSHKOSH CORP	200	$29,442	0.0%	NEW
110	LHXL3HARRIS TECHNOLOGIES INC	85	$29,338	0.0%	NEW
111	AMGNAMGEN INC	82	$28,800	0.0%	ADD 332%
112	IVVISHARES TR	44	$28,730	0.0%	HOLD
113	XLKSELECT SECTOR SPDR TR	208	$27,700	0.0%	HOLD
114	BNDVANGUARD BD INDEX FDS	368	$27,135	0.0%	HOLD
115	IWFISHARES TR	59	$25,332	0.0%	HOLD
116	FNDBSchwab Fundamental US Broad Market ETF	903	$24,576	0.0%	TRIM −11%
117	CWTCALIFORNIA WTR SVC GROUP	535	$24,235	0.0%	HOLD
118	EWLISHARES INC	383	$22,539	0.0%	HOLD
119	EWCISHARES INC	400	$21,916	0.0%	NEW
120	SCHOSCHWAB SHORT-TERM US TREASURY ETF	898	$21,792	0.0%	HOLD
121	CCJCAMECO CORP	200	$21,722	0.0%	NEW
122	XLYSELECT SECTOR SPDR TR	196	$21,330	0.0%	HOLD
123	BSVVANGUARD BD INDEX FDS	260	$20,381	0.0%	TRIM −83%
124	CALXCALIX INC	400	$19,596	0.0%	HOLD
125	VHTVANGUARD WORLD FD	69	$18,914	0.0%	HOLD
126	LOWLOWES COS INC	80	$18,903	0.0%	ADD 567%
127	SOSOUTHERN CO	196	$18,880	0.0%	HOLD
128	SPDWSPDR INDEX SHS FDS	396	$18,056	0.0%	HOLD
129	VXUSVANGUARD STAR FDS	232	$17,907	0.0%	NEW
130	SSDSIMPSON MFG INC	103	$17,691	0.0%	HOLD
131	FFORD MTR CO	1,523	$17,572	0.0%	HOLD
132	SCHDSCHWAB STRATEGIC TR	563	$17,280	0.0%	HOLD
133	IEFAISHARES TR	183	$16,612	0.0%	HOLD
134	VOEVANGUARD INDEX FDS	87	$16,033	0.0%	HOLD
135	CMGCHIPOTLE MEXICAN GRILL INC	500	$16,005	0.0%	HOLD
136	EWUISHARES TR	346	$15,769	0.0%	HOLD
137	CRWVCOREWEAVE INC	200	$15,494	0.0%	HOLD
138	DGROISHARES CORE DIVIDEND GROWTH ETF	220	$15,440	0.0%	HOLD
139	LINLINDE PLC	25	$12,394	0.0%	NEW
140	ZBHZIMMER BIOMET HOLDINGS INC	130	$11,766	0.0%	HOLD
141	VTVVANGUARD INDEX FDS	59	$11,502	0.0%	TRIM −11%
142	EWSISHARES INC	401	$11,304	0.0%	HOLD
143	HONHONEYWELL INTL INC	49	$11,076	0.0%	NEW
144	CMCSACOMCAST CORP NEW	379	$10,880	0.0%	HOLD
145	ECLECOLAB INC	40	$10,641	0.0%	NEW
146	QUSSPDR SERIES TRUST	61	$10,447	0.0%	HOLD
147	KLACKLA CORP	7	$10,439	0.0%	HOLD
148	CEGCONSTELLATION ENERGY CORP	35	$9,860	0.0%	HOLD
149	IWSISHARES TR	61	$8,900	0.0%	HOLD
150	GDGENERAL DYNAMICS CORP	25	$8,581	0.0%	NEW
151	KDPKEURIG DR PEPPER INC	322	$8,491	0.0%	HOLD
152	VRSKVERISK ANALYTICS INC	44	$8,407	0.0%	HOLD
153	EMREMERSON ELEC CO	63	$8,255	0.0%	NEW
154	SPTMSPDR SERIES TRUST	102	$8,054	0.0%	HOLD
155	SCHESCHWAB STRATEGIC TR	239	$7,871	0.0%	HOLD
156	SCHBSCHWAB STRATEGIC TR	313	$7,865	0.0%	HOLD
157	XLFSELECT SECTOR SPDR TR	154	$7,628	0.0%	HOLD
158	XLCSELECT SECTOR SPDR TR	68	$7,561	0.0%	HOLD
159	WMBWILLIAMS COS INC	97	$7,028	0.0%	HOLD
160	EXCEXELON CORP	142	$6,942	0.0%	HOLD
161	ORLYOREILLY AUTOMOTIVE INC	75	$6,924	0.0%	HOLD
162	SPGIS&P GLOBAL INC	16	$6,806	0.0%	NEW
163	IBKRINTERACTIVE BROKERS GROUP IN	100	$6,707	0.0%	NEW
164	HUBSHUBSPOT INC	27	$6,591	0.0%	HOLD
165	CITHE CIGNA GROUP	24	$6,329	0.0%	HOLD
166	FTECFIDELITY COVINGTON TRUST	30	$6,285	0.0%	HOLD
167	ULUNILEVER PLC	103	$5,868	0.0%	HOLD
168	NKENIKE INC	110	$5,786	0.0%	TRIM −27%
169	VEAVANGUARD TAX-MANAGED FDS	88	$5,660	0.0%	HOLD
170	AFLAFLAC INC	50	$5,486	0.0%	NEW
171	CAHCARDINAL HEALTH INC	25	$5,372	0.0%	HOLD
172	BIIBBIOGEN INC	29	$5,317	0.0%	HOLD
173	PEVERPURE INC	90	$5,314	0.0%	HOLD
174	FLAUFRANKLIN TEMPLETON ETF TR	161	$5,296	0.0%	HOLD
175	WRBBERKLEY W R CORP	76	$5,038	0.0%	NEW
176	ZWSZURN ELKAY WATER SOLNS CORP	108	$4,843	0.0%	NEW
177	TDYTELEDYNE TECHNOLOGIES INC	8	$4,841	0.0%	NEW
178	LPLALPL FINL HLDGS INC	16	$4,814	0.0%	NEW
179	ESGVVanguard ESG US Stock - ETF	42	$4,702	0.0%	HOLD
180	SLYVSPDR SERIES TRUST	50	$4,695	0.0%	ADD 2%
181	AFRMAFFIRM HLDGS INC	100	$4,582	0.0%	HOLD
182	OTISOTIS WORLDWIDE CORP	59	$4,546	0.0%	HOLD
183	NDSNNORDSON CORP	17	$4,524	0.0%	NEW
184	ALLEALLEGION PLC	31	$4,504	0.0%	NEW
185	ULSUL SOLUTIONS INC	52	$4,457	0.0%	NEW
186	NOWSERVICENOW INC	40	$4,182	0.0%	HOLD
187	ROLROLLINS INC	78	$4,166	0.0%	NEW
188	ETSYETSY INC	65	$3,249	0.0%	HOLD
189	BJBJS WHSL CLUB HLDGS INC	33	$3,248	0.0%	NEW
190	IONQIONQ INC	100	$2,883	0.0%	HOLD
191	GEVGE VERNOVA INC	3	$2,625	0.0%	HOLD
192	VISVANGUARD WORLD FD	8	$2,541	0.0%	HOLD
193	JOBYJOBY AVIATION INC	300	$2,478	0.0%	HOLD
194	TYLTYLER TECHNOLOGIES INC	7	$2,397	0.0%	HOLD
195	ACHRARCHER AVIATION INC	400	$2,068	0.0%	HOLD
196	QBTSD-WAVE QUANTUM INC	100	$1,443	0.0%	HOLD
197	RGTIRIGETTI COMPUTING INC	100	$1,404	0.0%	HOLD
198	ALHALLIANCE LAUNDRY HLDGS INC	40	$830	0.0%	HOLD
199	VSNTVERSANT MEDIA GROUP INC	14	$519	0.0%	NEW
200	TIGOMILLICOM INTL CELLULAR S A	23	$344	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

TSMTAIWAN SEMICONDUCTOR MFG LTD

46K

44K

43K

38K

37K

$12M

SPYMSPDR SERIES TRUST

60K

100K

106K

111K

119K

124K

$9M

NVDANVIDIA CORPORATION

53K

52K

51K

$9M

LLYELI LILLY & CO

10K

$9M

VUGVANGUARD INDEX FDS

16K

18K

16K

18K

$8M

GOOGALPHABET INC

26K

28K

26K

$7M

PWRQUANTA SVCS INC

17K

16K

14K

13K

$7M

MSFTMICROSOFT CORP

18K

$7M

COSTCOSTCO WHSL CORP NEW

$7M

NVMINOVA LTD

20K

19K

20K

17K

14K

$6M

AMZNAMAZON COM INC

29K

30K

$6M

VVISA INC

18K

19K

$6M

GOOGLALPHABET INC

20K

19K

18K

$5M

SPYSTATE STR SPDR S&P 500 ETF T

$5M

GRMNGARMIN LTD

16K

19K

22K

21K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Tower View Wealth Management LLC