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TVWM

Tower View Wealth Management Portfolio holdings

AUM $195M
1-Year Est. Return 29.88%
This Fund
S&P 500
This Quarter Est. Return
+3.83%
1 Year Est. Return
+29.88%
3 Year Est. Return
+102.51%
5 Year Est. Return
+123.34%
10 Year Est. Return
–
AUM
$202M
AUM Growth
+$8.93M
Cap. Flow
+$5.28M
Cap. Flow %
2.61%
Top 10 Hldgs %
43.06%
Holding
187
New
14
Increased
73
Reduced
39
Closed
11

Top Buys

Rank Stock Value
1
ETN icon
Eaton
ETN
+$3M
2
AVGO icon
Broadcom
AVGO
+$2.94M
3
JPM icon
JPMorgan Chase
JPM
+$2.9M
4
ORCL icon
Oracle
ORCL
+$1.72M
5
TATT icon
TAT Technologies
TATT
+$1.44M

Top Sells

Rank Stock Value
1
HDB icon
HDFC Bank
HDB
+$3.03M
2
HD icon
Home Depot
HD
+$2.67M
3
TSM icon
TSMC
TSM
+$1.38M
4
CARR icon
Carrier Global
CARR
+$948K
5
PWR icon
Quanta Services
PWR
+$907K

Sector Composition

Rank Sector Weight
1 Technology 27.69%
2 Industrials 11.13%
3 Communication Services 9.96%
4 Healthcare 8.08%
5 Financials 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
1
TSMC
TSM
$2.2T
$11.6M 5.73%
38,140
-4,697
-11% -$1.38M
LLY icon
2
Eli Lilly
LLY
$1.05T
$11M 5.43%
10,212
+2
+0% +$1.91K
NVDA icon
3
NVIDIA
NVDA
$5.02T
$9.65M 4.77%
51,759
-611
-1% -$114K
SPYM
4
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$9.53M 4.71%
118,769
+7,271
+7% +$578K
MSFT icon
5
Microsoft
MSFT
$2.95T
$8.89M 4.4%
18,389
+52
+0.3% +$26.1K
VUG icon
6
Vanguard Growth ETF
VUG
$223B
$8.63M 4.27%
106,152
+10,104
+11% +$820K
GOOG icon
7
Alphabet (Google) Class C
GOOG
$4.22T
$8.09M 4%
25,793
-1,849
-7% -$530K
AMZN icon
8
Amazon
AMZN
$2.66T
$7.01M 3.47%
30,377
+367
+1% +$84K
V icon
9
Visa
V
$677B
$6.71M 3.32%
19,140
+1
+0% +$341
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$4.24T
$5.99M 2.96%
19,138
-734
-4% -$210K
COST icon
11
Costco
COST
$412B
$5.92M 2.93%
6,861
+43
+0.6% +$39K
PWR icon
12
Quanta Services
PWR
$95.9B
$5.85M 2.89%
13,868
-2,065
-13% -$907K
NVMI
13
Nova
NVMI
$14.4B
$5.71M 2.83%
17,400
-2,157
-11% -$693K
SPY icon
14
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$5.37M 2.66%
7,876
-110
-1% -$74.3K
PH icon
15
Parker-Hannifin
PH
$121B
$5.03M 2.49%
5,718
+63
+1% +$51.6K
MRSH
16
Marsh
MRSH
$87.5B
$5.01M 2.48%
26,989
-4,064
-13% -$760K
PM icon
17
Philip Morris
PM
$293B
$4.82M 2.38%
30,068
-5,712
-16% -$885K
GRMN
18
Garmin
GRMN
$47.2B
$4.54M 2.25%
22,402
+327
+1% +$71.1K
VIG icon
19
Vanguard Dividend Appreciation ETF
VIG
$110B
$4.28M 2.12%
19,472
-296
-1% -$64.7K
MCD icon
20
McDonald's
MCD
$188B
$3.72M 1.84%
12,166
+242
+2% +$74.1K
ISRG icon
21
Intuitive Surgical
ISRG
$124B
$3.33M 1.64%
5,873
+57
+1% +$30.3K
DRS icon
22
Leonardo DRS
DRS
$11.8B
$3.25M 1.61%
95,450
+1,160
+1% +$42.8K
JPM icon
23
JPMorgan Chase
JPM
$918B
$3.11M 1.54%
9,659
+9,379
+3,350% +$2.9M
HD icon
24
Home Depot
HD
$331B
$3.11M 1.54%
9,024
-7,288
-45% -$2.67M
VBK icon
25
Vanguard Small-Cap Growth ETF
VBK
$23.6B
$2.96M 1.46%
9,803
-1,148
-10% -$346K
1
2 3 4 5

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Tower View Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Tower View Wealth Management held 187 positions worth $202M, up 4.6% from $193M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Tower View Wealth Management's Q4 2025 filing shows 14 new, 73 increased, 39 reduced and 11 closed positions. Its largest new stake was Eaton: 8,460 shares worth $2.69M. The largest sale was HDFC Bank, an estimated $3.03M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 28% a quarter earlier, followed by Industrials and Communication Services.

  • Tower View Wealth Management's largest Q4 2025 buy was Eaton: 8,460 shares worth $2.69M.
  • Tower View Wealth Management added most to Broadcom in Q4 2025, an estimated $2.94M increase.
  • Tower View Wealth Management's biggest Q4 2025 reduction was Home Depot, cutting an estimated $2.67M.
  • Tower View Wealth Management fully exited HDFC Bank in Q4 2025, selling an estimated $3.03M.
  • Tower View Wealth Management's ten largest holdings make up 43% of its $202M portfolio in Q4 2025.
  • Tower View Wealth Management opened 14 new positions and closed 11 in Q4 2025.
  • Tower View Wealth Management's portfolio value rose 4.6% quarter-over-quarter to $202M.

Based on Tower View Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.