Tower View Investment Management & Research LLC Incresed Positions in Q4 2024

Tower View Investment Management & Research LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
5.87K
+ 7521.79%
$486.1 - $608.57 $2.85M - $3.57M
5.95K $3.4M
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
GOOGL
Alphabet Inc.

Communication Services
281
+ 1.42%
$161.86 - $196.66 $45.5K - $55.3K
20.1K $3.8M
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
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
CG
Carlyle Group Inc.

Financial Services
12
+ 0.55%
$43.2 - $54.81 $518 - $658
2.2K $110K
IVV
Ishares Core S&P 500 ETF

ETFs
25
+ 58.14%
$570.51 - $610.59 $14.3K - $15.3K
68 $40K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.25%
$521.84 - $558.82 $1.57K - $1.68K
1.21K $649K
BMY
Bristol Myers Squibb CO

Healthcare
24
+ 0.89%
$51.92 - $59.94 $1.25K - $1.44K
2.72K $154K
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
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
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.74%
$52.45 - $60.02 $210 - $240
541 $32K
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
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.57%
$280.04 - $302.45 $840 - $907
526 $152K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
63
+ 4.42%
$77.86 - $79.27 $4.91K - $4.99K
1.49K $116K
IWV
Ishares Russell 3000 ETF

ETFs
1
+ 0.38%
$323.08 - $349.08 $323 - $349
264 $88K
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
WMB
Williams Companies, Inc.

Energy
1
+ 1.09%
$46.37 - $59.74 $46.4 - $59.7
93 $5K
VB
Vanguard Small Cap ETF

ETFs
2
+ 1.04%
$233.76 - $261.58 $468 - $523
195 $46K
XLP
Consumer Staples Sector Spdr

ETFs
21
+ 3.86%
N/A
565 $42K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
1
+ 0.67%
$78.43 - $87.17 $78.4 - $87.2
151 $12K
XLC
Select Sector Spdr Tr Communic

ETFs
13
+ 19.4%
$89.66 - $102.16 $1.17K - $1.33K
80 $7K
FAST
Fastenal CO

Industrials
4
+ 0.49%
$69.99 - $84.35 $280 - $337
815 $58K
PM
Philip Morris International Inc.

Consumer Defensive
4
+ 0.79%
$118.38 - $133.06 $474 - $532
512 $61K
SYK
Stryker Corp

Healthcare
1
+ 0.19%
$345.14 - $392.15 $345 - $392
531 $191K
Arm Holdings PLC Sponsored Ads
267
+ 1.86%
N/A
14.6K $0
CVX
Chevron Corp

Energy
1
+ 1.25%
$141.15 - $162.53 $141 - $163
81 $11K
F
Ford Motor CO

Consumer Cyclical
19
+ 1.35%
$9.69 - $11.4 $184 - $217
1.43K $14K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 1.37%
$61.68 - $67.87 $61.7 - $67.9
74 $4K
DRS
Leonardo Drs, Inc.
20
+ 0.02%
N/A
101K $0
EXC
Exelon Corp

Utilities
1
+ 0.75%
$36.22 - $40.97 $36.2 - $41
135 $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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