Tower View Investment Management & Research LLC Incresed Positions in Q3 2024

Tower View Investment Management & Research LLC

  • $173 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PWR
Quanta Services, Inc.

Industrials
4.5K
+ 36.98%
$239.58 - $298.23 $1.08M - $1.34M
16.7K $4.97M
AVAV
Aero Vironment Inc

Industrials
7.19K
+ 98.78%
$164.14 - $204.5 $1.18M - $1.47M
14.5K $2.9M
CARR
Carrier Global Corp

Industrials
82
+ 0.14%
$61.9 - $80.88 $5.08K - $6.63K
59.5K $4.79M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.09%
$333.64 - $405.2 $4.67K - $5.67K
15.9K $6.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.1K
+ 35.62%
$60.84 - $67.51 $674K - $748K
42.2K $2.85M
AMD
Advanced Micro Devices Inc

Technology
4.87K
+ 51.62%
$128.67 - $183.96 $626K - $895K
14.3K $2.35M
CLBT
Cellebrite Di Ltd.

Technology
1.5K
+ 1.16%
$11.61 - $17.52 $17.4K - $26.3K
131K $2.2M
MCD
Mcdonalds Corp

Consumer Cyclical
78
+ 0.69%
$245.82 - $304.51 $19.2K - $23.8K
11.5K $3.49M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
135
+ 0.44%
$210.25 - $231.86 $28.4K - $31.3K
30.8K $6.88M
VUG
Vanguard Growth ETF

ETFs
467
+ 3.23%
$341.08 - $391.94 $159K - $183K
14.9K $5.72M
V
Visa Inc.

Financial Services
45
+ 0.24%
$253.74 - $291.56 $11.4K - $13.1K
18.4K $5.06M
VGT
Vanguard Information Technolog

ETFs
340
+ 9.87%
$514.43 - $606.85 $175K - $206K
3.78K $2.22M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
104
+ 2.28%
$523.84 - $572.02 $54.5K - $59.5K
4.66K $2.65M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
136
+ 5.88%
$1024.09 - $1201.76 $139K - $163K
2.45K $2.57M
MKC
Mccormick & CO Inc

Consumer Defensive
12
+ 0.13%
$69.44 - $84.76 $833 - $1.02K
9.26K $762K
QCOM
Qualcomm Inc

Technology
3.11K
+ 20.64%
$156.12 - $209.64 $486K - $652K
18.2K $3.09M
MGEE
Mge Energy Inc

Utilities
22
+ 0.43%
$73.49 - $92.42 $1.62K - $2.03K
5.19K $474K
MA
Mastercard Inc

Financial Services
38
+ 5.99%
$429.6 - $500.99 $16.3K - $19K
672 $331K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
87
+ 2.16%
$117.9 - $128.2 $10.3K - $11.2K
4.11K $526K
IRM
Iron Mountain Inc

Real Estate
11
+ 0.68%
$89.69 - $119.32 $987 - $1.31K
1.63K $193K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.12%
$104.51 - $133.23 $209 - $266
1.63K $213K
VO
Vanguard Mid Cap ETF

ETFs
11
+ 0.78%
$237.84 - $263.83 $2.62K - $2.9K
1.42K $373K
BMY
Bristol Myers Squibb CO

Healthcare
26
+ 0.97%
$39.66 - $51.75 $1.03K - $1.35K
2.7K $139K
ABBV
Abb Vie Inc.

Healthcare
4
+ 0.4%
$163.84 - $199.33 $655 - $797
1.01K $199K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
80
+ 1.66%
$460.0 - $505.78 $36.8K - $40.5K
4.89K $2.27M
BX
Blackstone Inc.

Financial Services
3
+ 0.56%
$120.77 - $159.66 $362 - $479
540 $82K
VTV
Vanguard Value ETF

ETFs
65
+ 130.0%
$159.75 - $174.57 $10.4K - $11.3K
115 $20K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
66
+ 31.88%
$125.95 - $142.04 $8.31K - $9.37K
273 $38K
SYK
Stryker Corp

Healthcare
1
+ 0.19%
$315.94 - $371.96 $316 - $372
530 $191K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.79%
$101.25 - $127.45 $405 - $510
508 $61K
PEG
Public Service Enterprise Group Inc

Utilities
4
+ 0.61%
$73.58 - $89.21 $294 - $357
659 $58K
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.38%
$255.18 - $283.2 $510 - $566
523 $148K
XLV
Select Sector Spdr Fund Health

ETFs
3
+ 0.29%
$143.3 - $157.24 $430 - $472
1.03K $158K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.7%
$64.35 - $75.71 $322 - $379
723 $53K
XEL
Xcel Energy Inc

Utilities
5
+ 0.99%
$52.11 - $65.3 $261 - $327
510 $33K
CG
Carlyle Group Inc.

Financial Services
19
+ 0.88%
$37.24 - $49.74 $708 - $945
2.19K $94K
MO
Altria Group, Inc.

Consumer Defensive
13
+ 1.36%
$45.95 - $54.71 $597 - $711
967 $49K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24
+ 1.01%
$81.31 - $83.29 $1.95K - $2K
2.4K $199K
VIG
Vanguard Dividend Appreciation

ETFs
70
+ 0.36%
$182.15 - $182.15 $12.8K - $12.8K
19.4K $3.54M
CRM
Salesforce, Inc.

Technology
1
+ 0.38%
$238.42 - $276.53 $238 - $277
261 $71K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.46%
$233.14 - $263.97 $233 - $264
217 $56K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.38%
$294.75 - $326.73 $295 - $327
263 $85K
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.52%
$214.77 - $237.72 $215 - $238
193 $45K
GIS
General Mills Inc

Consumer Defensive
1
+ 0.34%
$62.5 - $75.15 $62.5 - $75.2
293 $21K
WTRG
Essential Utilities, Inc.

Utilities
11
+ 0.56%
$36.74 - $41.49 $404 - $456
1.98K $76K
XLF
Financial Sector Spdr

ETFs
65
+ 43.05%
$40.84 - $45.74 $2.65K - $2.97K
216 $9K
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.94%
$44.74 - $53.22 $224 - $266
537 $28K
XOM
Exxon Mobil Corp

Energy
3
+ 0.29%
$109.72 - $119.0 $329 - $357
1.05K $122K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.73%
$194.9 - $224.8 $390 - $450
275 $57K
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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