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
PM
Philip Morris International Inc.

Consumer Defensive
25.7K
+ 5017.38%
$117.15 - $158.79 $3.01M - $4.08M
26.2K $4.16M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
39.9K
+ 66.88%
$64.88 - $72.1 $2.59M - $2.88M
99.5K $6.55M
SPOT
Spotify Technology S.A.

Communication Services
3.3K
New
$457.79 - $648.32 $1.51M - $2.14M
3.3K $1.81M
DECK
Deckers Outdoor Corp

Consumer Cyclical
11K
New
$111.56 - $223.11 $1.23M - $2.46M
11K $1.23M
GS
Goldman Sachs Group Inc

Financial Services
2.35K
+ 39.56%
$524.81 - $672.19 $1.23M - $1.58M
8.3K $4.53M
AER
Aer Cap Holdings N.V.

Industrials
6.97K
+ 37.25%
$94.11 - $105.78 $656K - $737K
25.7K $2.62M
GRMN
Garmin LTD

Technology
3.02K
+ 18.52%
$204.55 - $241.93 $617K - $729K
19.3K $4.19M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.5K
+ 27.2%
$522.96 - $601.18 $785K - $902K
7.02K $3.74M
UBER
Uber Technologies, Inc

Technology
439
+ 1.83%
$63.17 - $81.49 $27.7K - $35.8K
24.4K $1.78M
BRX
Brixmor Property Group Inc.

Real Estate
12.4K
New
N/A
12.4K $280K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
819
+ 542.38%
$75.47 - $84.24 $61.8K - $69K
970 $74K
FNDB
Schwab Fundamental U S Broad M

ETFs
2.4K
New
$22.52 - $24.48 $54.1K - $58.8K
2.4K $55K
SCHO
Schwab Short Term Us Treasury

ETFs
2.12K
New
$24.1 - $24.34 $51.1K - $51.6K
2.12K $51K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.04K
New
$22.46 - $23.26 $23.2K - $24.1K
1.04K $23K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
134
New
$152.57 - $163.66 $20.4K - $21.9K
134 $20K
EWL
Ishares Inc Msci Switzerlnd

ETFs
376
New
$45.85 - $53.59 $17.2K - $20.1K
376 $19K
BNDX
Vanguard Total International B

ETFs
355
New
$48.33 - $49.5 $17.2K - $17.6K
355 $17K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
542
New
$27.01 - $28.54 $14.6K - $15.5K
542 $15K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
376
New
$33.37 - $38.01 $12.5K - $14.3K
376 $14K
FLAU
Franklin Templeton ETF Tr

ETFs
518
New
$27.12 - $30.3 $14K - $15.7K
518 $14K
BMY
Bristol Myers Squibb CO

Healthcare
22
+ 0.81%
$53.9 - $63.11 $1.19K - $1.39K
2.75K $167K
XOM
Exxon Mobil Corp

Energy
10
+ 0.97%
$105.44 - $118.93 $1.05K - $1.19K
1.05K $124K
EWS
Ishares Inc Msci Singapore ETF

ETFs
450
New
$21.65 - $24.17 $9.74K - $10.9K
450 $10K
VIG
Vanguard Dividend Appreciation

ETFs
48
+ 0.25%
N/A
19.5K $3.56M
MO
Altria Group, Inc.

Consumer Defensive
19
+ 1.94%
$50.81 - $60.02 $965 - $1.14K
998 $59K
WTRG
Essential Utilities, Inc.

Utilities
17
+ 0.85%
$33.49 - $40.57 $569 - $690
2.01K $79K
SYK
Stryker Corp

Healthcare
2
+ 0.38%
$355.18 - $399.9 $710 - $800
533 $198K
T
At&T Inc.

Communication Services
12
+ 1.12%
$21.56 - $28.28 $259 - $339
1.08K $30K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
232
New
$25.81 - $28.52 $5.99K - $6.62K
232 $6K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
310
New
$21.23 - $23.75 $6.58K - $7.36K
310 $6K
PSX
Phillips 66

Energy
5
+ 0.92%
$113.93 - $131.55 $570 - $658
549 $67K
MDLZ
Mondelez International, Inc.

Consumer Defensive
6
+ 0.82%
$56.12 - $68.15 $337 - $409
734 $49K
COP
Conocophillips

Energy
4
+ 0.85%
$88.6 - $105.85 $354 - $423
476 $49K
XEL
Xcel Energy Inc

Utilities
4
+ 0.78%
$63.37 - $72.1 $253 - $288
519 $36K
CWT
California Water Service Group

Utilities
3
+ 0.58%
$41.88 - $48.46 $126 - $145
524 $25K
SCHX
Schwab Strategic Tr Us Large C

ETFs
132
New
$21.75 - $24.28 $2.87K - $3.2K
132 $2K
SO
Southern CO

Utilities
1
+ 0.53%
$80.96 - $92.96 $81 - $93
189 $17K
SPYG
Spdr Portfolio

ETFs
27
New
$80.05 - $92.39 $2.16K - $2.49K
27 $2K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.28%
$76.94 - $78.28 $308 - $313
1.45K $113K
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.6%
$47.4 - $52.99 $142 - $159
500 $25K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14
+ 0.64%
$81.83 - $82.73 $1.15K - $1.16K
2.21K $182K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
105
New
$18.36 - $20.51 $1.93K - $2.15K
105 $2K
FLSW
Franklin Templeton ETF Tr

ETFs
32
New
$31.86 - $37.04 $1.02K - $1.19K
32 $1K
EXC
Exelon Corp

Utilities
2
+ 1.48%
$37.3 - $46.08 $74.6 - $92.2
137 $6K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.4%
$77.7 - $78.94 $466 - $474
1.49K $117K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
18
+ 37.5%
$77.33 - $90.16 $1.39K - $1.62K
66 $5K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.73%
$128.74 - $138.67 $257 - $277
277 $37K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.36%
$225.19 - $279.95 $225 - $280
277 $67K
VPU
Vanguard Utilities ETF

ETFs
1
+ 1.27%
$161.24 - $173.33 $161 - $173
80 $13K
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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