Tower View Investment Management & Research LLC Incresed Positions in Q2 2025

Tower View Investment Management & Research LLC

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
488
+ 2.74%
$354.56 - $497.45 $173K - $243K
18.3K $9.1M
PM
Philip Morris International Inc.

Consumer Defensive
8.96K
+ 34.19%
$149.23 - $184.95 $1.34M - $1.66M
35.2K $6.4M
SPOT
Spotify Technology S.A.

Communication Services
1.65K
+ 50.08%
$503.3 - $775.9 $830K - $1.28M
4.95K $3.79M
NVMI
Nova Ltd.

Technology
44
+ 0.23%
$162.03 - $275.2 $7.13K - $12.1K
19.4K $5.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.8K
+ 6.83%
$58.41 - $72.69 $397K - $494K
106K $7.73M
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 5.34%
$167.32 - $223.3 $255K - $341K
30.1K $6.6M
ASML
Asml Holding Nv

Technology
203
+ 3.47%
$595.37 - $815.24 $121K - $165K
6.06K $4.86M
GOOG
Alphabet Inc.

Communication Services
1.78K
+ 6.87%
$146.58 - $180.01 $260K - $320K
27.6K $4.9M
BMI
Badger Meter Inc

Technology
73
+ 0.5%
$170.72 - $254.17 $12.5K - $18.6K
14.7K $3.61M
CARR
Carrier Global Corp

Industrials
129
+ 0.22%
$55.55 - $75.83 $7.17K - $9.78K
59.7K $4.37M
V
Visa Inc.

Financial Services
838
+ 4.59%
$308.27 - $373.31 $258K - $313K
19.1K $6.78M
GRMN
Garmin LTD

Technology
2.51K
+ 13.01%
$173.63 - $218.07 $436K - $547K
21.8K $4.55M
NEE
Nextera Energy Inc

Utilities
3.98K
+ 1313.53%
$64.11 - $75.0 $255K - $299K
4.28K $297K
HD
Home Depot, Inc.

Consumer Cyclical
671
+ 4.32%
$335.24 - $380.78 $225K - $256K
16.2K $5.94M
JNJ
Johnson & Johnson

Healthcare
1.43K
+ 625.33%
$146.36 - $159.82 $210K - $229K
1.66K $253K
DHR
Danaher Corp

Healthcare
972
+ 428.19%
$174.64 - $205.16 $170K - $199K
1.2K $236K
XOM
Exxon Mobil Corp

Energy
1.6K
+ 152.77%
$99.93 - $119.04 $160K - $190K
2.64K $285K
CVX
Chevron Corp

Energy
1.12K
+ 1559.72%
$133.73 - $168.51 $150K - $189K
1.2K $171K
ITW
Illinois Tool Works Inc

Industrials
543
+ 246.82%
$218.41 - $252.43 $119K - $137K
763 $188K
BRX
Brixmor Property Group Inc.

Real Estate
5.51K
+ 44.61%
N/A
17.9K $406K
COP
Conocophillips

Energy
1.42K
+ 298.11%
$82.66 - $106.1 $117K - $151K
1.9K $170K
NKE
Nike, Inc.

Consumer Cyclical
1.19K
+ 806.08%
$53.27 - $72.04 $63.6K - $85.9K
1.34K $95K
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.12%
$92.79 - $134.29 $186 - $269
1.64K $218K
IRM
Iron Mountain Inc

Real Estate
16
+ 0.97%
$76.93 - $105.25 $1.23K - $1.68K
1.67K $171K
CG
Carlyle Group Inc.

Financial Services
17
+ 0.77%
$34.78 - $51.4 $591 - $874
2.23K $114K
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.51%
$81.79 - $99.98 $573 - $700
1.39K $135K
SYK
Stryker Corp

Healthcare
1
+ 0.19%
$337.37 - $395.63 $337 - $396
534 $211K
JPM
Jpmorgan Chase & CO

Financial Services
2
+ 0.72%
$210.28 - $289.91 $421 - $580
279 $80K
MA
Mastercard Inc

Financial Services
6
+ 0.87%
$479.92 - $590.74 $2.88K - $3.54K
695 $390K
AVGO
Broadcom Inc.

Technology
1
+ 1.25%
$146.29 - $275.65 $146 - $276
81 $22K
XLK
Technology Sector Spdr

ETFs
1
+ 0.71%
$179.73 - $253.23 $180 - $253
141 $35K
BX
Blackstone Inc.

Financial Services
3
+ 0.54%
$120.07 - $151.11 $360 - $453
556 $83K
CSCO
Cisco Systems, Inc.

Technology
4
+ 0.74%
$53.19 - $69.38 $213 - $278
548 $38K
FAST
Fastenal CO

Industrials
776
+ 100.91%
$40.65 - $83.16 $31.5K - $64.5K
1.55K $64K
SCHX
Schwab Strategic Tr Us Large C

ETFs
171
+ 129.55%
$19.6 - $24.44 $3.35K - $4.18K
303 $7K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5
+ 0.52%
$66.87 - $79.47 $334 - $397
975 $77K
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 0.07%
N/A
19.5K $3.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14
+ 0.63%
$82.21 - $83.12 $1.15K - $1.16K
2.23K $184K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7
+ 1.83%
$32.66 - $40.75 $229 - $285
389 $15K
FNDB
Schwab Fundamental U S Broad M

ETFs
10
+ 0.42%
$20.36 - $23.98 $204 - $240
2.41K $57K
IEFA
Ishares Tr

ETFs
3
+ 1.69%
$67.83 - $84.09 $203 - $252
180 $15K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
14
+ 0.96%
$77.74 - $78.78 $1.09K - $1.1K
1.47K $115K
UL
Unilever PLC

Consumer Defensive
1
+ 0.87%
$57.9 - $65.43 $57.9 - $65.4
116 $7K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.32%
$19.1 - $23.83 $19.1 - $23.8
311 $7K
EWS
Ishares Inc Msci Singapore ETF

ETFs
8
+ 1.78%
$20.22 - $26.35 $162 - $211
458 $11K
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 1.49%
$86.13 - $108.53 $86.1 - $109
68 $7K
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
T
At&T Inc.

Communication Services
11
+ 1.02%
$26.33 - $28.94 $290 - $318
1.09K $31K
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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