Tower View Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Tower View Wealth Management LLC reported 186 stock positions worth $171.7 million. Its top holding was Eli Lilly (LLY) at 4.8% of the portfolio, followed by Marsh & McLennan Cos (MRSH, 4.4%) and Taiwan Semiconductor-SP ADR (TSM, 4.2%). Compared with Q4 2024, it opened 20 new positions, sold out of 30, added to 59 and reduced 54. The biggest buy was Philip Morris International (PM, shares +5017%) and the biggest sale an exit from Caterpillar (CAT).
- Most Recent 13F
- Q2 2026
- Location
- SHOREWOOD, WI
- CIK
- 0001729045
- Portfolio Value
- $171.7M (Q1 2025)
- SEC Filing
- 0001729045-25-000005 ↗ filed Apr 22, 2025
Holdings Value
Holdings 186 stocks · $171.7M
| LLY Eli Lilly & Co. | 4.84% | 10,056 | $8.3M | Reduce -0.6% |
| MRSH Marsh & McLennan Cos | 4.35% | 30,626 | $7.5M | Reduce -1.5% |
| TSM Taiwan Semiconductor-SP ADR | 4.24% | 43,840 | $7.3M | Reduce -4.0% |
| MSFT Microsoft Corp. | 3.89% | 17,816 | $6.7M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.87% | 17,907 | $6.6M | Add +13.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 3.81% | 99,548 | $6.5M | Add +66.9% |
| COST Costco Wholesale Corp. | 3.74% | 6,795 | $6.4M | Reduce -1.7% |
| V Visa Inc. Class A | 3.73% | 18,270 | $6.4M | Reduce -1.1% |
| NVDA Nvidia Corp. | 3.32% | 52,582 | $5.7M | Reduce -1.5% |
| HD Home Depot Inc. | 3.31% | 15,525 | $5.7M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.16% | 28,557 | $5.4M | Reduce -0.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.68% | 8,227 | $4.6M | Reduce -1.1% |
| GS Goldman Sachs Group Inc. | 2.64% | 8,297 | $4.5M | Add +39.6% |
| PWR Quanta Services Inc. | 2.44% | 16,513 | $4.2M | Reduce -1.4% |
| GRMN Garmin Ltd. | 2.44% | 19,293 | $4.2M | Add +18.5% |
| PM Philip Morris International | 2.42% | 26,201 | $4.2M | Add +5017.4% |
| GOOG Alphabet Inc. Class C | 2.35% | 25,868 | $4.0M | Reduce -1.5% |
| ASML ASML Holding NV-NY Reg SHS | 2.26% | 5,858 | $3.9M | Reduce -2.2% |
| VIG Vanguard Dividend Apprec ETF | 2.21% | 19,531 | $3.8M | Add +0.3% |
| CARR Carrier Global Corp. | 2.20% | 59,601 | $3.8M | Reduce -1.7% |
| MDY State Street SPDR S&P Midcap | 2.18% | 7,019 | $3.7M | Add +27.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.13% | 14,546 | $3.7M | Reduce -2.8% |
| MCD McDonald's Corp. | 2.10% | 11,565 | $3.6M | Reduce -0.7% |
| NVMI Nova Ltd. | 2.08% | 19,350 | $3.6M | Reduce -1.5% |
| PH Parker Hannifin Corp. | 1.94% | 5,476 | $3.3M | Add +0.7% |
| DRS Leonardo DRS Inc. | 1.92% | 100,465 | $3.3M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.79% | 19,853 | $3.1M | Reduce -1.0% |
| BMI Badger Meter Inc. | 1.63% | 14,673 | $2.8M | Reduce -1.6% |
| ISRG Intuitive Surgical Inc. | 1.62% | 5,628 | $2.8M | Reduce -1.4% |
| AER Aercap Holdings NV | 1.53% | 25,666 | $2.6M | Add +37.3% |
| CLBT Cellebrite Di Ltd. | 1.48% | 130,955 | $2.5M | Reduce -1.0% |
| VRTX Vertex Pharmaceuticals Inc. | 1.45% | 5,130 | $2.5M | Reduce -0.0% |
| PEP Pepsico Inc. | 1.32% | 15,072 | $2.3M | Reduce -1.3% |
| ARM Arm Holdings PLC-ADR | 1.28% | 20,569 | $2.2M | Add +40.6% |
| VGT Vanguard Info Tech ETF | 1.18% | 3,731 | $2.0M | Reduce -0.7% |
| UNP Union Pacific Corp. | 1.12% | 8,114 | $1.9M | Reduce -52.8% |
| ADI Analog Devices Inc. | 1.10% | 9,388 | $1.9M | Reduce -14.3% |
| SPOT Spotify Technology SA | 1.06% | 3,295 | $1.8M | New |
| UBER Uber Technologies Inc. | 1.04% | 24,408 | $1.8M | Add +1.8% |
| DECK Deckers Outdoor Corp. | 0.72% | 11,031 | $1.2M | New |
| PG The Procter & Gamble Co. | 0.65% | 6,553 | $1.1M | Reduce -2.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.36% | 7,607 | $626K | Reduce -6.8% |
| VOO Vanguard S&P 500 ETF | 0.35% | 1,165 | $599K | Reduce -3.4% |
| VYM Vanguard High DVD Yield ETF | 0.31% | 4,144 | $534K | Reduce -1.3% |
| MGEE Mge Energy Inc. | 0.27% | 5,066 | $471K | Reduce -3.1% |
| VDC Vanguard Consumer Staple ETF | 0.24% | 1,856 | $406K | Reduce -1.7% |
| MA Mastercard Inc. Class A | 0.22% | 689 | $378K | Reduce -1.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 1,428 | $369K | Add +0.5% |
| BRX Brixmor Property Group Inc. | 0.19% | 12,356 | $328K | New |
| ABBV Abbvie Inc. | 0.12% | 1,009 | $211K | Reduce -0.8% |
| SYK Stryker Corp. | 0.12% | 533 | $198K | Add +0.4% |
| KKR KKR & Co. Inc. | 0.11% | 1,638 | $189K | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.11% | 2,212 | $183K | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 0.10% | 2,746 | $167K | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 528 | $145K | Add +0.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 1,442 | $142K | Add +0.5% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.08% | 1,654 | $142K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.07% | 1,046 | $124K | Add +1.0% |
| WMT Walmart Inc. | 0.07% | 1,378 | $121K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.07% | 1,332 | $120K | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 1,494 | $118K | Add +0.4% |
| BSV Vanguard Short-Term Bond ETF | 0.07% | 1,453 | $114K | Add +0.3% |
| CG The Carlyle Group Inc. | 0.06% | 2,214 | $97K | Add +0.7% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 174 | $87K | Reduce -33.3% |
| WTRG Essential Utilities Inc. | 0.05% | 2,009 | $79K | Add +0.8% |
| IWV iShares Russell 3000 ETF | 0.05% | 248 | $79K | Reduce -6.1% |
| BX Blackstone Inc. | 0.04% | 553 | $77K | Add +0.9% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.04% | 970 | $75K | Add +542.4% |
| WM Waste Management Inc. | 0.04% | 319 | $74K | Reduce -7.0% |
| JPM JPMorgan Chase & Co. | 0.04% | 277 | $68K | Add +0.4% |
| PSX Phillips 66 | 0.04% | 549 | $68K | Add +0.9% |
| MO Altria Group Inc. | 0.03% | 998 | $60K | Add +1.9% |
| FAST Fastenal Co. | 0.03% | 769 | $60K | Reduce -5.6% |
| TSLA Tesla Inc. | 0.03% | 220 | $57K | Reduce -98.1% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.03% | 2,404 | $55K | New |
| PEG Public Service Enterprise GP | 0.03% | 669 | $55K | Add +0.8% |
| ITW Illinois Tool Works | 0.03% | 220 | $55K | Add +0.5% |
| SCHO Schwab Short-Term US Treas | 0.03% | 2,119 | $52K | New |
| COP Conocophillips | 0.03% | 476 | $50K | Add +0.8% |
| MDLZ Mondelez International Inc. Class A | 0.03% | 734 | $50K | Add +0.8% |
| DHR Danaher Corp. | 0.03% | 227 | $46K | Add +0.4% |
| XLP SS Consumer Staples Sel Sect | 0.03% | 551 | $45K | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 195 | $43K | No change |
| IVV iShares Core S&P 500 ETF | 0.02% | 69 | $39K | Add +1.5% |
| JNJ Johnson & Johnson | 0.02% | 229 | $38K | Reduce -10.9% |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 277 | $38K | Add +0.7% |
| XEL Xcel Energy Inc. | 0.02% | 519 | $37K | Add +0.8% |
| ETR Entergy Corp. | 0.02% | 413 | $35K | No change |
| CSCO Cisco Systems Inc. | 0.02% | 544 | $34K | Add +0.6% |
| BND Vanguard Total Bond Market | 0.02% | 447 | $33K | Add +0.7% |
| T AT&T Inc. | 0.02% | 1,080 | $31K | Add +1.1% |
| PFE Pfizer Inc. | 0.02% | 1,160 | $29K | Add +1.6% |
| XLK SS Technology Select Sector | 0.02% | 140 | $29K | Reduce -13.6% |
| VEA Vanguard Ftse Developed ETF | 0.01% | 500 | $25K | Add +0.6% |
| CWT California Water Service Grp | 0.01% | 524 | $25K | Add +0.6% |
| CMG Chipotle Mexican Grill Inc. | 0.01% | 500 | $25K | No change |
| SCHZ Schwab US Aggregate Bond ETF | 0.01% | 1,035 | $24K | New |
| UTHR United Therapeutics Corp. | 0.01% | 75 | $23K | No change |
| NEE Nextera Energy Inc. | 0.01% | 303 | $21K | Reduce -5.9% |
| IWF iShares Russell 1000 Growth | 0.01% | 59 | $21K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| CAT Caterpillar Inc. | Sold out | 0.00% | −2.87 |
| TSLA Tesla Inc. | Reduce -98.1% | 0.03% | −2.42 |
| AVAV Aerovironment Inc. | Sold out | 0.00% | −1.42 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −1.14 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −1.01 |
| UNP Union Pacific Corp. | Reduce -52.8% | 1.12% | −0.95 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.92 |
| VHT Vanguard Health Care ETF | Reduce -98.7% | 0.01% | −0.75 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.0% | 4.24% | −0.53 |
| NVDA Nvidia Corp. | Reduce -1.5% | 3.32% | −0.47 |
| PWR Quanta Services Inc. | Reduce -1.4% | 2.44% | −0.35 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 2.35% | −0.29 |
| CNQ Canadian Natural Resources | Sold out | 0.00% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 1.79% | −0.22 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 3.16% | −0.17 |
| ADI Analog Devices Inc. | Reduce -14.3% | 1.10% | −0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.8% | 2.13% | −0.08 |
| MSFT Microsoft Corp. | Reduce -0.1% | 3.89% | −0.08 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.08 |
| CLBT Cellebrite Di Ltd. | Reduce -1.0% | 1.48% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -0.7% | 1.18% | −0.06 |
| BMI Badger Meter Inc. | Reduce -1.6% | 1.63% | −0.05 |
| CRM Salesforce Inc. | Reduce -77.0% | 0.01% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -33.3% | 0.05% | −0.02 |
| BAH Booz Allen Hamilton Holdings | Sold out | 0.00% | −0.01 |
| SPAB SS SPDR P Agg Bond ETF | Sold out | 0.00% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.00 |
| MHO M/I Homes Inc. | Sold out | 0.00% | −0.00 |
| GSLC Goldman Activebeta US LC ETF | Sold out | 0.00% | −0.00 |
| XLK SS Technology Select Sector | Reduce -13.6% | 0.02% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.00 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -32.7% | 0.01% | −0.00 |
| JEPQ JPM Nasdaq Equity Premium | Sold out | 0.00% | −0.00 |
| IYG iShares U.S. Financial Servi | Sold out | 0.00% | −0.00 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.00 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.00 |
| XLY SS Consumer Disc Select Sect | Reduce -7.5% | 0.01% | −0.00 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.00 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.00 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Sold out | 0.00% | −0.00 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.00 |
| IWV iShares Russell 3000 ETF | Reduce -6.1% | 0.05% | −0.00 |
| EUFN iShares MSCI Europe Financia | Sold out | 0.00% | −0.00 |
| PPL PPL Corp. | Sold out | 0.00% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -23.8% | 0.00% | −0.00 |
| DXJ Wisdomtree Japan Hedged Eq | Sold out | 0.00% | −0.00 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.00 |
| AMGN Amgen Inc. | Reduce -33.3% | 0.00% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| PM Philip Morris International | Add +5017.4% | 2.42% | +2.39 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +66.9% | 3.81% | +1.64 |
| SPOT Spotify Technology SA | New | 1.06% | +1.06 |
| GS Goldman Sachs Group Inc. | Add +39.6% | 2.64% | +0.84 |
| DECK Deckers Outdoor Corp. | New | 0.72% | +0.72 |
| GRMN Garmin Ltd. | Add +18.5% | 2.44% | +0.66 |
| AER Aercap Holdings NV | Add +37.3% | 1.53% | +0.58 |
| MDY State Street SPDR S&P Midcap | Add +27.2% | 2.18% | +0.52 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +13.0% | 3.87% | +0.43 |
| ARM Arm Holdings PLC-ADR | Add +40.6% | 1.28% | +0.33 |
| UBER Uber Technologies Inc. | Add +1.8% | 1.04% | +0.27 |
| BRX Brixmor Property Group Inc. | New | 0.19% | +0.19 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 2.21% | +0.19 |
| PH Parker Hannifin Corp. | Add +0.7% | 1.94% | +0.11 |
| MDYV SS SPDR S&P 400 MC Val ETF | Add +542.4% | 0.04% | +0.04 |
| FNDB Schwab Fndmntl US BRD Mr ETF | New | 0.03% | +0.03 |
| SCHO Schwab Short-Term US Treas | New | 0.03% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.5% | 0.21% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +0.8% | 0.10% | +0.02 |
| SYK Stryker Corp. | Add +0.4% | 0.12% | +0.01 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.07% | +0.01 |
| QUS SS SPDR MSCI U Stratfact ETF | New | 0.01% | +0.01 |
| EWL iShares MSCI Switzerland ETF | New | 0.01% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.6% | 0.11% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.01% | +0.01 |
| SCHD Schwab US DVD Equity ETF | New | 0.01% | +0.01 |
| FLAU Franklin Ftse Australia ETF | New | 0.01% | +0.01 |
| EWU iShares MSCI United Kingdom | New | 0.01% | +0.01 |
| WTRG Essential Utilities Inc. | Add +0.8% | 0.05% | +0.01 |
| MO Altria Group Inc. | Add +1.9% | 0.03% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.4% | 0.07% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.3% | 0.07% | +0.01 |
| PSX Phillips 66 | Add +0.9% | 0.04% | +0.01 |
| EWS iShares MSCI Singapore ETF | New | 0.01% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Add +0.8% | 0.03% | +0.01 |
| T AT&T Inc. | Add +1.1% | 0.02% | +0.00 |
| WMT Walmart Inc. | Add +0.2% | 0.07% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.04% | +0.00 |
| COP Conocophillips | Add +0.8% | 0.03% | +0.00 |
| SCHB Schwab US Broad Market ETF | New | 0.00% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 0.08% | +0.00 |
| SCHE Schwab Emrg Mrkts Eqty ETF | New | 0.00% | +0.00 |
| XEL Xcel Energy Inc. | Add +0.8% | 0.02% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +0.7% | 0.02% | +0.00 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.02% | +0.00 |
| ITW Illinois Tool Works | Add +0.5% | 0.03% | +0.00 |
| PEG Public Service Enterprise GP | Add +0.8% | 0.03% | +0.00 |
| CWT California Water Service Grp | Add +0.6% | 0.01% | +0.00 |
| BND Vanguard Total Bond Market | Add +0.7% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 205 | $227.4M | TSM, LLY, SPYM, NVDA, VUG |
| Q1 2026 | 204 | $194.8M | TSM, SPYM, NVDA, LLY, VUG |
| Q4 2025 | 176 | $202.2M | TSM, LLY, NVDA, SPYM, MSFT |
| Q3 2025 | 173 | $193.3M | TSM, NVDA, MSFT, SPYM, LLY |
| Q2 2025 | 193 | $192.9M | TSM, MSFT, NVDA, LLY, SPYM |
| Q1 2025 | 186 | $171.7M | LLY, MRSH, TSM, MSFT, VUG |
| Q4 2024 | 196 | $189.2M | TSM, LLY, MSFT, NVDA, MRSH |
| Q3 2024 | 194 | $182.7M | LLY, TSM, MSFT, MRSH, NVDA |
| Q2 2024 | 182 | $174.2M | LLY, TSM, MSFT, NVDA, MRSH |
| Q1 2024 | 192 | $170.9M | LLY, MSFT, MRSH, TSM, HD |