Tower View Investment Management & Research LLC Purchases in Q2 2025

Tower View Investment Management & Research LLC

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CFO
Victory Portfolios Ii Shs Us 5

ETFs
75
New
$60.86 - $71.29 $4.56K - $5.35K
75 $5K
FAST
Fastenal CO

Industrials
776
+ 100.91%
$40.65 - $83.16 $31.5K - $64.5K
1.55K $64K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.74%
$53.19 - $69.38 $213 - $278
548 $38K
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.07%
N/A
19.5K $3.56M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5
+ 0.52%
$66.87 - $79.47 $334 - $397
975 $77K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7
+ 1.83%
$32.66 - $40.75 $229 - $285
389 $15K
IEFA
Ishares Tr

ETFs
3
+ 1.69%
$67.83 - $84.09 $203 - $252
180 $15K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14
+ 0.63%
$82.21 - $83.12 $1.15K - $1.16K
2.23K $184K
FNDB
Schwab Fundamental U S Broad M

ETFs
10
+ 0.42%
$20.36 - $23.98 $204 - $240
2.41K $57K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14
+ 0.96%
$77.74 - $78.78 $1.09K - $1.1K
1.47K $115K
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.73%
N/A
555 $42K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.32%
$19.1 - $23.83 $19.1 - $23.8
311 $7K
SCHA
Schwab Strategic Tr Us Small C

ETFs
73
New
$20.42 - $25.3 $1.49K - $1.85K
73 $1K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
73
+ 69.52%
$17.76 - $22.1 $1.3K - $1.61K
178 $3K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 0.75%
$77.13 - $84.18 $386 - $421
674 $56K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
8
+ 2.13%
$33.19 - $40.78 $266 - $326
384 $15K
EWL
Ishares Inc Msci Switzerlnd

ETFs
7
+ 1.86%
$47.04 - $56.27 $329 - $394
383 $20K
F
Ford Motor CO

Consumer Cyclical
22
+ 1.52%
$8.69 - $10.85 $191 - $239
1.47K $15K
UL
Unilever PLC

Consumer Defensive
1
+ 0.87%
$57.9 - $65.43 $57.9 - $65.4
116 $7K
EWS
Ishares Inc Msci Singapore ETF

ETFs
8
+ 1.78%
$20.22 - $26.35 $162 - $211
458 $11K
T
At&T Inc.

Communication Services
11
+ 1.02%
$26.33 - $28.94 $290 - $318
1.09K $31K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 2.44%
$86.93 - $109.64 $86.9 - $110
42 $4K
CMCSA
Comcast Corp

Communication Services
3
+ 0.82%
$32.84 - $36.72 $98.5 - $110
367 $13K
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 1.2%
$79.79 - $91.42 $79.8 - $91.4
84 $7K
PAYX
Paychex Inc

Industrials
1
+ 3.13%
$137.01 - $159.78 $137 - $160
33 $4K
WM
Waste Management Inc

Industrials
1
+ 0.31%
$216.47 - $242.1 $216 - $242
320 $73K
SO
Southern CO

Utilities
2
+ 1.06%
$84.91 - $92.56 $170 - $185
191 $17K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5
+ 0.68%
$63.54 - $68.5 $318 - $343
739 $49K
Blackrock Inc
200
New
N/A
200 $0
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2
+ 0.64%
$32.56 - $35.71 $65.1 - $71.4
315 $10K
Arm Holdings PLC Sponsored Ads
240
+ 1.17%
N/A
20.8K $0
MO
Altria Group, Inc.

Consumer Defensive
18
+ 1.8%
$55.56 - $60.91 $1K - $1.1K
1.02K $59K
EXC
Exelon Corp

Utilities
1
+ 0.73%
$42.2 - $47.37 $42.2 - $47.4
138 $5K
XEL
Xcel Energy Inc

Utilities
4
+ 0.77%
$65.65 - $72.39 $263 - $290
523 $35K
PSX
Phillips 66

Energy
6
+ 1.09%
$92.87 - $125.73 $557 - $754
555 $66K
PFE
Pfizer Inc

Healthcare
20
+ 1.72%
$21.59 - $24.84 $432 - $497
1.18K $28K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
70
+ 1400.0%
$87.84 - $1441.89 $6.15K - $101K
75 $6K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6
+ 1.11%
$24.32 - $27.87 $146 - $167
548 $14K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
+ 0.98%
$139.81 - $165.8 $140 - $166
103 $15K
CWT
California Water Service Group

Utilities
3
+ 0.57%
$44.67 - $51.36 $134 - $154
527 $23K
WTRG
Essential Utilities, Inc.

Utilities
17
+ 0.85%
$36.92 - $41.39 $628 - $704
2.03K $75K
MRK
Merck & Co., Inc.

Healthcare
13
+ 0.98%
$73.47 - $87.12 $955 - $1.13K
1.35K $106K
MGEE
Mge Energy Inc

Utilities
91
+ 1.8%
$86.85 - $93.48 $7.9K - $8.51K
5.16K $456K
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.57%
$390.26 - $489.06 $390 - $489
175 $70K
ABBV
Abb Vie Inc.

Healthcare
9
+ 0.89%
$170.16 - $206.27 $1.53K - $1.86K
1.02K $188K
MKC
Mccormick & CO Inc

Consumer Defensive
9
+ 0.12%
$71.11 - $82.25 $640 - $740
7.62K $577K
DECK
Deckers Outdoor Corp

Consumer Cyclical
117
+ 1.06%
$100.44 - $129.37 $11.8K - $15.1K
11.1K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
226
+ 1.95%
$285.55 - $321.23 $64.5K - $72.6K
11.8K $3.44M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
63
+ 1.23%
$421.16 - $509.5 $26.5K - $32.1K
5.19K $2.31M
Activity Summary
Buys All Purchases 102 New Holdings 19 Increased Positions 83 Sells All Sells 38 Reductions 37 Sold out 1 Options Calls 0 Puts 0
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