Tower View Investment Management & Research LLC Purchases in Q4 2024

Tower View Investment Management & Research LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
5.44K
New
$621.74 - $709.46 $3.38M - $3.86M
5.44K $3.46M
GS
Goldman Sachs Group Inc

Financial Services
5.87K
+ 7521.79%
$486.1 - $608.57 $2.85M - $3.57M
5.95K $3.4M
GRMN
Garmin LTD

Technology
16.3K
New
$161.91 - $220.77 $2.64M - $3.59M
16.3K $3.36M
UBER
Uber Technologies, Inc

Technology
24K
New
$59.93 - $86.34 $1.44M - $2.07M
24K $1.45M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
17.5K
+ 41.36%
$66.77 - $71.52 $1.17M - $1.25M
59.7K $4.11M
AMZN
Amazon Com Inc

Consumer Cyclical
454
+ 1.6%
$180.88 - $232.93 $82.1K - $106K
28.8K $6.31M
VUG
Vanguard Growth ETF

ETFs
939
+ 6.3%
$378.79 - $428.11 $356K - $402K
15.8K $6.5M
V
Visa Inc.

Financial Services
60
+ 0.33%
$273.87 - $320.91 $16.4K - $19.3K
18.5K $5.84M
CLBT
Cellebrite Di Ltd.

Technology
1.66K
+ 1.27%
$16.52 - $22.52 $27.4K - $37.4K
132K $2.91M
GOOG
Alphabet Inc.

Communication Services
25
+ 0.1%
$163.08 - $198.16 $4.08K - $4.95K
26.3K $5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
861
+ 18.49%
$563.99 - $620.12 $486K - $534K
5.52K $3.14M
PWR
Quanta Services, Inc.

Industrials
63
+ 0.38%
$296.05 - $346.6 $18.7K - $21.8K
16.7K $5.29M
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 0.33%
$873.59 - $994.69 $20.1K - $22.9K
6.91K $6.34M
SPY
Spdr S&P 500 ETF Trust

ETFs
23
+ 0.28%
$567.81 - $607.81 $13.1K - $14K
8.32K $4.88M
AER
Aer Cap Holdings N.V.

Industrials
637
+ 3.53%
$91.85 - $100.3 $58.5K - $63.9K
18.7K $1.79M
MA
Mastercard Inc

Financial Services
26
+ 3.87%
$491.3 - $536.15 $12.8K - $13.9K
698 $367K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.12%
$129.87 - $162.87 $260 - $326
1.64K $241K
MGEE
Mge Energy Inc

Utilities
36
+ 0.69%
$88.55 - $108.16 $3.19K - $3.89K
5.23K $491K
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 58.14%
$570.51 - $610.59 $14.3K - $15.3K
68 $40K
CG
Carlyle Group Inc.

Financial Services
12
+ 0.55%
$43.2 - $54.81 $518 - $658
2.2K $110K
BMY
Bristol Myers Squibb CO

Healthcare
24
+ 0.89%
$51.92 - $59.94 $1.25K - $1.44K
2.72K $154K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.25%
$521.84 - $558.82 $1.57K - $1.68K
1.21K $649K
VIG
Vanguard Dividend Appreciation

ETFs
73
+ 0.38%
N/A
19.5K $3.55M
BX
Blackstone Inc.

Financial Services
8
+ 1.48%
$148.45 - $199.05 $1.19K - $1.59K
548 $94K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
92
+ 2.24%
$126.68 - $134.74 $11.7K - $12.4K
4.2K $535K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.36%
$205.18 - $250.29 $205 - $250
276 $66K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
301
New
$24.94 - $26.14 $7.51K - $7.87K
301 $7K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
55
New
$111.85 - $120.71 $6.15K - $6.64K
55 $6K
PSTG
Pure Storage, Inc.

Technology
100
New
$48.19 - $66.6 $4.82K - $6.66K
100 $6K
XLK
Technology Sector Spdr

ETFs
22
+ 15.71%
$220.26 - $241.44 $4.85K - $5.31K
162 $37K
BND
Vanguard Bd Index Fd Inc Total

ETFs
94
+ 26.86%
$71.75 - $75.11 $6.74K - $7.06K
444 $31K
IEFA
Ishares Tr

ETFs
89
+ 51.15%
$70.06 - $77.43 $6.24K - $6.89K
263 $18K
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.57%
$280.04 - $302.45 $840 - $907
526 $152K
VCIT
Vanguard Intermediate Term Cor

ETFs
58
New
$80.13 - $83.77 $4.65K - $4.86K
58 $4K
XLY
Select Sector Spdr Consumer Di

ETFs
9
+ 9.28%
$194.8 - $239.43 $1.75K - $2.15K
106 $23K
ETR
Entergy Corp

Utilities
206
+ 99.52%
$73.19 - $156.4 $15.1K - $32.2K
413 $31K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.74%
$52.45 - $60.02 $210 - $240
541 $32K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
63
+ 4.42%
$77.86 - $79.27 $4.91K - $4.99K
1.49K $116K
IYG
Ishares Tr

ETFs
39
New
$70.24 - $82.34 $2.74K - $3.21K
39 $3K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.38%
$323.08 - $349.08 $323 - $349
264 $88K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
61
New
$53.94 - $58.15 $3.29K - $3.55K
61 $3K
JEPI
J P Morgan Exchange Traded Fd

ETFs
51
New
$57.53 - $60.83 $2.93K - $3.1K
51 $2K
RSP
Invesco S&P 500 Equal Weight E

ETFs
16
New
$174.22 - $187.62 $2.79K - $3K
16 $2K
SPSB
Spdr Portfolio Short Term Corp

ETFs
92
New
$29.77 - $30.19 $2.74K - $2.78K
92 $2K
VO
Vanguard Mid Cap ETF

ETFs
5
+ 0.35%
$261.5 - $284.63 $1.31K - $1.42K
1.42K $375K
MO
Altria Group, Inc.

Consumer Defensive
12
+ 1.24%
$49.06 - $57.74 $589 - $693
979 $51K
XEL
Xcel Energy Inc

Utilities
5
+ 0.98%
$62.16 - $72.92 $311 - $365
515 $34K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
12
New
$105.85 - $112.84 $1.27K - $1.35K
12 $1K
WMB
Williams Companies, Inc.

Energy
1
+ 1.09%
$46.37 - $59.74 $46.4 - $59.7
93 $5K
Activity Summary
Buys All Purchases 111 New Holdings 22 Increased Positions 89 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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