Tower View Investment Management & Research LLC Purchases in Q1 2025

Tower View Investment Management & Research LLC

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.55%
$58.74 - $64.87 $176 - $195
544 $33K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3
+ 0.97%
$30.38 - $34.94 $91.1 - $105
313 $10K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3
+ 0.68%
$71.17 - $73.66 $214 - $221
447 $32K
WMB
Williams Companies, Inc.

Energy
1
+ 1.08%
$54.02 - $61.09 $54 - $61.1
94 $5K
Arm Holdings PLC Sponsored Ads
5.94K
+ 40.58%
N/A
20.6K $0
CMCSA
Comcast Corp

Communication Services
3
+ 0.83%
$33.19 - $38.23 $99.6 - $115
364 $13K
New York Mtg Tr Inc
86
+ 3.36%
N/A
2.65K $0
XLF
Financial Sector Spdr

ETFs
5
+ 3.29%
$47.32 - $52.19 $237 - $261
157 $7K
F
Ford Motor CO

Consumer Cyclical
22
+ 1.54%
$9.12 - $10.43 $201 - $229
1.45K $14K
Canopy Growth Corp
2
New
N/A
2 $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 3.7%
$102.49 - $119.96 $102 - $120
28 $2K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.46%
$244.9 - $274.48 $245 - $274
220 $54K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 0.75%
$78.2 - $90.39 $391 - $452
669 $55K
PFE
Pfizer Inc

Healthcare
18
+ 1.58%
$25.01 - $27.13 $450 - $488
1.16K $29K
GIS
General Mills Inc

Consumer Defensive
3
+ 1.02%
$57.56 - $65.3 $173 - $196
298 $17K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.68%
$63.29 - $81.72 $63.3 - $81.7
148 $9K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 1.47%
$554.06 - $615.85 $554 - $616
69 $38K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.22%
$84.5 - $105.05 $254 - $315
1.38K $120K
DHR
Danaher Corp

Healthcare
1
+ 0.44%
$201.62 - $250.59 $202 - $251
227 $46K
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.49%
$251.87 - $277.95 $1.76K - $1.95K
1.43K $369K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.38%
$271.18 - $303.12 $542 - $606
528 $145K
MRK
Merck & Co., Inc.

Healthcare
11
+ 0.83%
$83.01 - $101.02 $913 - $1.11K
1.33K $119K
CG
Carlyle Group Inc.

Financial Services
16
+ 0.73%
$40.03 - $56.96 $640 - $911
2.21K $96K
BX
Blackstone Inc.

Financial Services
5
+ 0.91%
$136.53 - $186.74 $683 - $934
553 $77K
DIS
Walt Disney CO

Communication Services
7
+ 0.49%
$96.87 - $114.0 $678 - $798
1.44K $142K
IRM
Iron Mountain Inc

Real Estate
12
+ 0.73%
$82.79 - $111.31 $993 - $1.34K
1.65K $142K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.12%
$108.17 - $167.07 $216 - $334
1.64K $189K
PH
Parker Hannifin Corp

Industrials
36
+ 0.66%
$591.65 - $707.05 $21.3K - $25.5K
5.48K $3.33M
Activity Summary
Buys All Purchases 79 New Holdings 20 Increased Positions 59 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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