Tower View Investment Management & Research LLC Incresed Positions 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
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
VUG
Vanguard Growth ETF

ETFs
2.06K
+ 13.02%
$369.1 - $427.61 $761K - $882K
17.9K $6.64M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
819
+ 542.38%
$75.47 - $84.24 $61.8K - $69K
970 $74K
BMY
Bristol Myers Squibb CO

Healthcare
22
+ 0.81%
$53.9 - $63.11 $1.19K - $1.39K
2.75K $167K
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
SYK
Stryker Corp

Healthcare
2
+ 0.38%
$355.18 - $399.9 $710 - $800
533 $198K
WTRG
Essential Utilities, Inc.

Utilities
17
+ 0.85%
$33.49 - $40.57 $569 - $690
2.01K $79K
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
T
At&T Inc.

Communication Services
12
+ 1.12%
$21.56 - $28.28 $259 - $339
1.08K $30K
COP
Conocophillips

Energy
4
+ 0.85%
$88.6 - $105.85 $354 - $423
476 $49K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4
+ 0.28%
$76.94 - $78.28 $308 - $313
1.45K $113K
SO
Southern CO

Utilities
1
+ 0.53%
$80.96 - $92.96 $81 - $93
189 $17K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
14
+ 0.64%
$81.83 - $82.73 $1.15K - $1.16K
2.21K $182K
CWT
California Water Service Group

Utilities
3
+ 0.58%
$41.88 - $48.46 $126 - $145
524 $25K
VEA
Vanguard Ftse Developed Market

ETFs
3
+ 0.6%
$47.4 - $52.99 $142 - $159
500 $25K
XEL
Xcel Energy Inc

Utilities
4
+ 0.78%
$63.37 - $72.1 $253 - $288
519 $36K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.73%
$128.74 - $138.67 $257 - $277
277 $37K
VPU
Vanguard Utilities ETF

ETFs
1
+ 1.27%
$161.24 - $173.33 $161 - $173
80 $13K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3
+ 0.68%
$71.17 - $73.66 $214 - $221
447 $32K
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
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3
+ 0.97%
$30.38 - $34.94 $91.1 - $105
313 $10K
EXC
Exelon Corp

Utilities
2
+ 1.48%
$37.3 - $46.08 $74.6 - $92.2
137 $6K
CSCO
Cisco Systems, Inc.

Technology
3
+ 0.55%
$58.74 - $64.87 $176 - $195
544 $33K
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.36%
$225.19 - $279.95 $225 - $280
277 $67K
Arm Holdings PLC Sponsored Ads
5.94K
+ 40.58%
N/A
20.6K $0
F
Ford Motor CO

Consumer Cyclical
22
+ 1.54%
$9.12 - $10.43 $201 - $229
1.45K $14K
CMCSA
Comcast Corp

Communication Services
3
+ 0.83%
$33.19 - $38.23 $99.6 - $115
364 $13K
XLF
Financial Sector Spdr

ETFs
5
+ 3.29%
$47.32 - $52.19 $237 - $261
157 $7K
New York Mtg Tr Inc
86
+ 3.36%
N/A
2.65K $0
WMB
Williams Companies, Inc.

Energy
1
+ 1.08%
$54.02 - $61.09 $54 - $61.1
94 $5K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.46%
$244.9 - $274.48 $245 - $274
220 $54K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 1.0%
$67.03 - $74.61 $67 - $74.6
101 $6K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 3.7%
$102.49 - $119.96 $102 - $120
28 $2K
PEG
Public Service Enterprise Group Inc

Utilities
5
+ 0.75%
$78.2 - $90.39 $391 - $452
669 $55K
PFE
Pfizer Inc

Healthcare
18
+ 1.58%
$25.01 - $27.13 $450 - $488
1.16K $29K
GIS
General Mills Inc

Consumer Defensive
3
+ 1.02%
$57.56 - $65.3 $173 - $196
298 $17K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 1.47%
$554.06 - $615.85 $554 - $616
69 $38K
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.68%
$63.29 - $81.72 $63.3 - $81.7
148 $9K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.22%
$84.5 - $105.05 $254 - $315
1.38K $120K
DHR
Danaher Corp

Healthcare
1
+ 0.44%
$201.62 - $250.59 $202 - $251
227 $46K
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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