Tower View Investment Management & Research LLC Portfolio Holdings

Tower View Investment Management & Research LLC

  • $182 Million
  • Q4 2024

Tower View Investment Management & Research LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $182 Million distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $9.02M, Eli Lilly & CO with a value of $7.81M, Microsoft Corp with a value of $7.51M, Nvidia Corp with a value of $7.17M, and Marsh & Mclennan Companies, Inc. with a value of $6.61M.

Examining the 13F form we can see an increase of $8.94M in the current position value, from $173M to 182M.

Below you can find more details about Tower View Investment Management & Research LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
Technology: $45.1 Million
ETFs: $33.4 Million
Industrials: $26.9 Million
Consumer Cyclical: $20.5 Million
Healthcare: $17.7 Million
Financial Services: $16.7 Million
Consumer Defensive: $10.7 Million
Communication Services: $9.02 Million
Other: $1.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.4B
$241,000 0.13% of portfolio
1,636
Q4 2024 Added 0.12%
$141B
$191,000 0.11% of portfolio
531
Q4 2024 Added 0.19%
$0
$180,000 0.1% of portfolio
2,198
Q4 2024 Reduced 8.23%
$370B
$180,000 0.1% of portfolio
1,017
Q4 2024 Added 0.89%
$25B
$172,000 0.09% of portfolio
1,642
Q4 2024 Added 0.61%
$180B
$159,000 0.09% of portfolio
1,435
Q3 2023 New
$0
$144,000 0.08% of portfolio
1,050
Q4 2024 Added 2.34%
$130B
$154,000 0.08% of portfolio
2,724
Q4 2024 Added 0.89%
$0
$152,000 0.08% of portfolio
526
Q4 2024 Added 0.57%
$195B
$135,000 0.07% of portfolio
261
Q4 2024 Reduced 0.76%
$238B
$124,000 0.07% of portfolio
1,375
Q2 2024 Reduced 0.07%
$227B
$131,000 0.07% of portfolio
1,321
Q4 2024 Added 0.23%
$15.8B
$110,000 0.06% of portfolio
2,198
Q4 2024 Added 0.55%
$496B
$111,000 0.06% of portfolio
1,036
Q4 2024 Reduced 1.15%
$0
$111,000 0.06% of portfolio
1,449
Q4 2024 Added 0.14%
$0
$116,000 0.06% of portfolio
1,488
Q4 2024 Added 4.42%
$99.1B
$94,000 0.05% of portfolio
548
Q4 2024 Added 1.48%
$0
$88,000 0.05% of portfolio
264
Q4 2024 Added 0.38%
$10.4B
$72,000 0.04% of portfolio
1,992
Q4 2024 Added 0.81%
$95B
$69,000 0.04% of portfolio
343
Q4 2024 Added 0.59%
$720B
$66,000 0.04% of portfolio
276
Q4 2024 Added 0.36%
$44.4B
$58,000 0.03% of portfolio
815
Q4 2024 Added 0.49%
$59.4B
$61,000 0.03% of portfolio
544
Q4 2024 Added 0.93%
$76.2B
$55,000 0.03% of portfolio
219
Q4 2024 Added 0.92%
$134B
$46,000 0.03% of portfolio
472
Q4 2024 Added 0.64%
$0
$46,000 0.03% of portfolio
195
Q4 2024 Added 1.04%
$41.1B
$56,000 0.03% of portfolio
664
Q4 2024 Added 0.76%
$246B
$61,000 0.03% of portfolio
512
Q4 2024 Added 0.79%
$108B
$51,000 0.03% of portfolio
979
Q4 2024 Added 1.24%
$149B
$51,000 0.03% of portfolio
226
Q2 2024 Reduced 98.52%
$17.4B
$31,000 0.02% of portfolio
413
Q4 2024 Added 99.52%
$0
$40,000 0.02% of portfolio
68
Q4 2024 Added 58.14%
$38.7B
$34,000 0.02% of portfolio
515
Q4 2024 Added 0.98%
$1.39B
$30,000 0.02% of portfolio
500
Q2 2024 Added 4,900.0%
$0
$37,000 0.02% of portfolio
162
Q4 2024 Added 15.71%
$93B
$43,000 0.02% of portfolio
728
Q4 2024 Added 0.69%
$0
$42,000 0.02% of portfolio
565
Q4 2024 Added 3.86%
$0
$36,000 0.02% of portfolio
275
Q4 2024 Added 0.73%
$142B
$30,000 0.02% of portfolio
1,142
Q4 2024 Added 1.69%
$253B
$32,000 0.02% of portfolio
541
Q4 2024 Added 0.74%
$0
$31,000 0.02% of portfolio
444
Q4 2024 Added 26.86%
$434B
$37,000 0.02% of portfolio
257
Q4 2024 Added 0.78%
$67.8B
$18,000 0.01% of portfolio
80
Q3 2024 Added 900.0%
$6.79B
$16,000 0.01% of portfolio
102
Q4 2024 Reduced 50.24%
$100B
$15,000 0.01% of portfolio
188
Q4 2024 Added 1.08%
$0
$13,000 0.01% of portfolio
382
Q4 2024 Added 1.33%
$14B
$26,000 0.01% of portfolio
75
Q4 2024 Reduced 25.0%
$490B
$10,000 0.01% of portfolio
21
Q4 2024 Reduced 96.74%
$2.65B
$23,000 0.01% of portfolio
521
Q4 2024 Added 0.58%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $182 Million
  • Prior Value $173 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 89 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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