Strong Tower Advisory Services

Name: Strong Tower Advisory Services 13F holdings, Q4 2024
Creator: Strong Tower Advisory Services
Published: 2025-01-16

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Strong Tower Advisory Services reported 92 stock positions worth $383.2 million. Its top holding was Strategy (MSTR) at 12.1% of the portfolio, followed by FS KKR Capital (FSK, 6.1%) and Nvidia (NVDA, 5.1%). Compared with Q3 2024, it sold out of 8, added to 74 and reduced 12. The biggest buy was iShares Bitcoin Trust ETF (IBIT, shares +4%) and the biggest sale an exit from Deere (DE).

Most Recent 13F: Q2 2026
Location: MINNEAPOLIS, MN
CIK: 0001889322
Portfolio Value: $383.2M (Q4 2024)
SEC Filing: 0001085146-25-000286 ↗ filed Jan 16, 2025

Holdings Value

Holdings 92 stocks · $383.2M


MSTR Strategy Inc. filed as MICROSTRATEGY INC	12.11%	160,211	$46.4M	Reduce -0.3%
FSK FS KKR Capital Corp.	6.07%	1,070,522	$23.3M	Add +3.5%
NVDA Nvidia Corp.	5.08%	144,834	$19.4M	Reduce -2.7%
IBIT iShares Bitcoin Trust ETF	4.07%	293,705	$15.6M	Add +4.0%
FBRT Franklin BSP Realty Trust Inc.	3.79%	1,157,111	$14.5M	Add +9.7%
TSLA Tesla Inc.	3.55%	33,663	$13.6M	Reduce -1.2%
MSFT Microsoft Corp.	3.49%	31,732	$13.4M	Add +2.1%
AMZN Amazon.com Inc.	3.44%	60,172	$13.2M	Add +0.8%
AAPL Apple Inc.	3.34%	51,050	$12.8M	Reduce -14.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	2.53%	123,478	$9.7M	Add +10.2%
UNH Unitedhealth Group Inc.	2.52%	19,062	$9.6M	Add +2.6%
GOOGL Alphabet Inc. Class A	2.27%	45,989	$8.7M	Add +0.8%
RSP Invesco S&P 500 Equal Weight	2.17%	47,558	$8.3M	Reduce -29.1%
LLY Eli Lilly & Co.	2.00%	9,919	$7.7M	Add +3.3%
PWR Quanta Services Inc.	1.73%	21,019	$6.6M	Add +0.5%
V Visa Inc. Class A	1.72%	20,865	$6.6M	Add +3.1%
COF Capital One Financial Corp.	1.72%	36,858	$6.6M	Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B	1.67%	14,088	$6.4M	Add +3.6%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	1.63%	58,327	$6.2M	Reduce -27.0%
LPX Louisiana-Pacific Corp.	1.61%	59,432	$6.2M	Add +0.6%
MMM 3M Co.	1.57%	46,715	$6.0M	Add +4.5%
XOM Exxon Mobil Corp.	1.50%	53,304	$5.7M	Add +2.7%
FCX Freeport-McMoran Inc.	1.09%	109,395	$4.2M	Add +3.7%
MA Mastercard Inc. Class A	0.88%	6,376	$3.4M	Add +6.2%
AVGO Broadcom Inc.	0.86%	14,166	$3.3M	Add +8.3%
PH Parker Hannifin Corp.	0.81%	4,900	$3.1M	Add +0.8%
SOLV Solventum Corp.	0.79%	45,893	$3.0M	Add +7.4%
GRMN Garmin Ltd.	0.78%	14,535	$3.0M	Add +1.1%
WMT Walmart Inc.	0.71%	30,037	$2.7M	Add +3.4%
BLK BlackRock Inc.	0.70%	2,603	$2.7M	Add +3.2%
COST Costco Wholesale Corp.	0.69%	2,872	$2.6M	Add +5.0%
JPM JPMorgan Chase & Co.	0.66%	10,560	$2.5M	Add +3.5%
ETN Eaton Corp. PLC	0.66%	7,596	$2.5M	Add +3.2%
ECL Ecolab Inc.	0.65%	10,700	$2.5M	Add +6.5%
PLTR Palantir Technologies Inc. Class A	0.64%	32,569	$2.5M	Reduce -1.4%
KMI Kinder Morgan Inc.	0.64%	89,541	$2.5M	Add +3.5%
RTX RTX Corp.	0.64%	21,173	$2.5M	Add +8.5%
FDS Factset Research Systems Inc.	0.63%	5,007	$2.4M	Add +4.9%
LOW Lowe's Cos Inc.	0.62%	9,618	$2.4M	Add +4.2%
CION Cion Investment Corp.	0.61%	205,941	$2.3M	Add +5.0%
CMI Cummins Inc.	0.61%	6,726	$2.3M	Add +2.6%
SHW The Sherwin-Williams Co.	0.60%	6,805	$2.3M	Add +6.5%
XEL Xcel Energy Inc.	0.58%	33,089	$2.2M	Add +4.3%
ITW Illinois Tool Works	0.58%	8,781	$2.2M	Add +9.3%
CEG Constellation Energy	0.56%	9,644	$2.2M	Add +5.6%
NVO Novo-Nordisk A/S-Spons ADR	0.56%	24,991	$2.1M	Add +6.2%
ROP Roper Technologies Inc.	0.56%	4,103	$2.1M	Add +11.2%
MCD McDonald's Corp.	0.54%	7,133	$2.1M	Add +4.6%
PAYX Paychex Inc.	0.54%	14,667	$2.1M	Add +4.7%
PG The Procter & Gamble Co.	0.53%	12,068	$2.0M	Add +12.0%
STE Steris PLC	0.52%	9,771	$2.0M	Add +13.6%
ABBV Abbvie Inc.	0.52%	11,163	$2.0M	Add +10.3%
CTVA Corteva Inc.	0.51%	34,637	$2.0M	Add +4.9%
PM Philip Morris International	0.50%	16,037	$1.9M	Add +4.1%
MLPA Global X MLP ETF	0.50%	38,685	$1.9M	Add +6.2%
VZ Verizon Communications Inc.	0.50%	47,643	$1.9M	Add +9.3%
LHX L3HARRIS Technologies Inc.	0.49%	8,869	$1.9M	Add +6.8%
KMB Kimberly-Clark Corp.	0.49%	14,227	$1.9M	Add +11.8%
MRK Merck & Co. Inc.	0.48%	18,404	$1.8M	Add +13.9%
CVX Chevron Corp.	0.46%	12,277	$1.8M	Add +5.6%
CNI Canadian Natl Railway Co.	0.46%	17,512	$1.8M	Add +16.1%
ARKW ARK Next Generation Technolo	0.45%	16,012	$1.7M	Add +1.0%
WY Weyerhaeuser Co.	0.44%	60,185	$1.7M	Add +10.6%
AWK American Water Works Co. Inc.	0.44%	13,439	$1.7M	Add +13.5%
NEM Newmont Corp.	0.44%	44,824	$1.7M	Add +14.6%
BHP BHP Group Ltd.-Spon ADR	0.42%	33,321	$1.6M	Add +8.5%
SPYM Ste STR SPDR PT S&P 500 ETF	0.42%	23,566	$1.6M	Add +29.0%
APH Amphenol Corp. Class A	0.30%	16,559	$1.2M	Add +2.3%
SMMD iShares Russell 2500 ETF	0.28%	15,948	$1.1M	Reduce -21.6%
TBIL F/M US Treasury 3 Month Bill	0.27%	20,512	$1.0M	Reduce -19.1%
WAB Wabtec Corp.	0.23%	4,678	$887K	Reduce -0.1%
TDG Transdigm Group Inc.	0.22%	669	$848K	Add +4.4%
ENVX Enovix Corp.	0.21%	74,610	$811K	Add +167.5%
QQQM Invesco Nasdaq 100 ETF	0.20%	3,571	$752K	Add +38.3%
ORLY O'reilly Automotive Inc.	0.17%	546	$647K	Add +4.6%
GOOG Alphabet Inc. Class C	0.17%	3,383	$644K	Add +3.1%
EQIX Equinix Inc.	0.17%	671	$633K	Add +2.3%
HASI Ha Sustainable Infrastructur	0.16%	22,939	$615K	Add +5.8%
ROK Rockwell Automation Inc.	0.15%	1,981	$566K	Add +6.6%
META Meta Platforms Inc. Class A	0.14%	924	$541K	Add +1.8%
HBM Hudbay Minerals Inc.	0.14%	65,230	$528K	Add +5.5%
POOL Pool Corp.	0.12%	1,337	$456K	Add +8.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.11%	690	$404K	Reduce -1.4%
LULU Lululemon Athletica Inc.	0.10%	959	$367K	No change
MTW Manitowoc Company Inc.	0.09%	39,041	$356K	Add +94.4%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.09%	2,937	$355K	No change
ETHA iShares Ethereum Trust ETF	0.09%	13,386	$339K	No change
POWL Powell Industries Inc.	0.08%	1,388	$308K	No change
TGT Target Corp.	0.08%	2,183	$295K	Reduce -26.7%
PLD Prologis Inc.	0.07%	2,550	$270K	Add +30.1%
BMI Badger Meter Inc.	0.06%	1,018	$216K	No change
PLUG Plug Power Inc.	0.01%	10,000	$21K	No change

Portfolio Sells Q3 2024 → Q4 2024


DE Deere & Co.	Sold out	0.00%	−1.43
RSP Invesco S&P 500 Equal Weight	Reduce -29.1%	2.17%	−1.17
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Reduce -27.0%	1.63%	−0.89
AAPL Apple Inc.	Reduce -14.1%	3.34%	−0.52
JEPI JPMorgan Equity Premium Inco	Sold out	0.00%	−0.50
IEMG iShares Core MSCI Emerging	Sold out	0.00%	−0.31
SDVY First Trust Smid Cap Rising	Sold out	0.00%	−0.31
CALF PCR US SM CP CSH CWS ETF-Usd	Sold out	0.00%	−0.24
NKE Nike Inc. Class B	Sold out	0.00%	−0.15
SMMD iShares Russell 2500 ETF	Reduce -21.6%	0.28%	−0.10
TBIL F/M US Treasury 3 Month Bill	Reduce -19.1%	0.27%	−0.09
QQQ Invesco QQQ Trust Series 1	Sold out	0.00%	−0.06
TGT Target Corp.	Reduce -26.7%	0.08%	−0.05
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -1.4%	0.11%	−0.01
POLESTAR AUTOMOTIVE HLDG UK	Sold out	0.00%	−0.01
WAB Wabtec Corp.	Reduce -0.1%	0.23%	−0.01
NVDA Nvidia Corp.	Reduce -2.7%	5.08%	+0.04
PLTR Palantir Technologies Inc. Class A	Reduce -1.4%	0.64%	+0.30
TSLA Tesla Inc.	Reduce -1.2%	3.55%	+1.06
MSTR Strategy Inc.	Reduce -0.3%	12.11%	+4.56

Portfolio Buys Q3 2024 → Q4 2024


IBIT iShares Bitcoin Trust ETF	Add +4.0%	4.07%	+1.22
FSK FS KKR Capital Corp.	Add +3.5%	6.07%	+0.38
AMZN Amazon.com Inc.	Add +0.8%	3.44%	+0.34
AVGO Broadcom Inc.	Add +8.3%	0.86%	+0.23
COF Capital One Financial Corp.	Add +0.3%	1.72%	+0.18
V Visa Inc. Class A	Add +3.1%	1.72%	+0.17
GOOGL Alphabet Inc. Class A	Add +0.8%	2.27%	+0.16
ENVX Enovix Corp.	Add +167.5%	0.21%	+0.14
KMI Kinder Morgan Inc.	Add +3.5%	0.64%	+0.11
SPYM Ste STR SPDR PT S&P 500 ETF	Add +29.0%	0.42%	+0.08
GRMN Garmin Ltd.	Add +1.1%	0.78%	+0.08
ARKW ARK Next Generation Technolo	Add +1.0%	0.45%	+0.08
JPM JPMorgan Chase & Co.	Add +3.5%	0.66%	+0.06
WMT Walmart Inc.	Add +3.4%	0.71%	+0.05
QQQM Invesco Nasdaq 100 ETF	Add +38.3%	0.20%	+0.05
MA Mastercard Inc. Class A	Add +6.2%	0.88%	+0.05
MTW Manitowoc Company Inc.	Add +94.4%	0.09%	+0.04
BLK BlackRock Inc.	Add +3.2%	0.70%	+0.03
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +10.2%	2.53%	+0.03
CMI Cummins Inc.	Add +2.6%	0.61%	+0.02
FDS Factset Research Systems Inc.	Add +4.9%	0.63%	+0.02
GOOG Alphabet Inc. Class C	Add +3.1%	0.17%	+0.02
PAYX Paychex Inc.	Add +4.7%	0.54%	+0.01
MLPA Global X MLP ETF	Add +6.2%	0.50%	+0.01
COST Costco Wholesale Corp.	Add +5.0%	0.69%	+0.01
ROK Rockwell Automation Inc.	Add +6.6%	0.15%	+0.01
PG The Procter & Gamble Co.	Add +12.0%	0.53%	+0.01
APH Amphenol Corp. Class A	Add +2.3%	0.30%	+0.01
XEL Xcel Energy Inc.	Add +4.3%	0.58%	+0.01
EQIX Equinix Inc.	Add +2.3%	0.17%	+0.00
ORLY O'reilly Automotive Inc.	Add +4.6%	0.17%	+0.00
PLD Prologis Inc.	Add +30.1%	0.07%	+0.00
META Meta Platforms Inc. Class A	Add +1.8%	0.14%	−0.00
PWR Quanta Services Inc.	Add +0.5%	1.73%	−0.01
ITW Illinois Tool Works	Add +9.3%	0.58%	−0.01
POOL Pool Corp.	Add +8.3%	0.12%	−0.01
CVX Chevron Corp.	Add +5.6%	0.46%	−0.01
ROP Roper Technologies Inc.	Add +11.2%	0.56%	−0.02
PM Philip Morris International	Add +4.1%	0.50%	−0.02
KMB Kimberly-Clark Corp.	Add +11.8%	0.49%	−0.02
RTX RTX Corp.	Add +8.5%	0.64%	−0.02
HBM Hudbay Minerals Inc.	Add +5.5%	0.14%	−0.02
ETN Eaton Corp. PLC	Add +3.2%	0.66%	−0.02
CTVA Corteva Inc.	Add +4.9%	0.51%	−0.03
CNI Canadian Natl Railway Co.	Add +16.1%	0.46%	−0.03
MRK Merck & Co. Inc.	Add +13.9%	0.48%	−0.03
TDG Transdigm Group Inc.	Add +4.4%	0.22%	−0.03
CION Cion Investment Corp.	Add +5.0%	0.61%	−0.04
MCD McDonald's Corp.	Add +4.6%	0.54%	−0.04
SOLV Solventum Corp.	Add +7.4%	0.79%	−0.04

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	93	$557.9M	BINC, BLV, NVDA, TLT, HYG
Q1 2026	92	$531.4M	LQD, BINC, BLV, NVDA, HYG
Q4 2025	97	$558.5M	LQD, BINC, NVDA, BLV, MSTR
Q3 2025	97	$528.0M	MSTR, HYG, NVDA, LQD, IBIT
Q2 2025	100	$507.2M	MSTR, HYG, FSK, NVDA, LQD
Q1 2025	97	$406.6M	MSTR, HYG, FSK, LQD, FBRT
Q4 2024	92	$383.2M	MSTR, FSK, NVDA, IBIT, FBRT
Q3 2024	100	$358.8M	MSTR, FSK, NVDA, AAPL, FBRT
Q2 2024	97	$304.7M	NVDA, MSTR, FSK, MSFT, AAPL
Q1 2024	80	$248.9M	MSTR, FSK, NVDA, MSFT, AMZN