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
XLP
Consumer Staples Sector Spdr

ETFs
4
+ 0.73%
N/A
555 $42K
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
CMCSA
Comcast Corp

Communication Services
3
+ 0.82%
$32.84 - $36.72 $98.5 - $110
367 $13K
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
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1
+ 2.44%
$86.93 - $109.64 $86.9 - $110
42 $4K
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
VNQ
Vanguard Specialized Funds Van

ETFs
1
+ 1.2%
$79.79 - $91.42 $79.8 - $91.4
84 $7K
MO
Altria Group, Inc.

Consumer Defensive
18
+ 1.8%
$55.56 - $60.91 $1K - $1.1K
1.02K $59K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2
+ 0.64%
$32.56 - $35.71 $65.1 - $71.4
315 $10K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6
+ 1.11%
$24.32 - $27.87 $146 - $167
548 $14K
PSX
Phillips 66

Energy
6
+ 1.09%
$92.87 - $125.73 $557 - $754
555 $66K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1
+ 0.98%
$139.81 - $165.8 $140 - $166
103 $15K
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
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
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
LLY
Eli Lilly & CO

Healthcare
42
+ 0.42%
$713.71 - $898.95 $30K - $37.8K
10.1K $7.87M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
82
+ 0.27%
$212.1 - $244.27 $17.4K - $20K
30.7K $6.71M
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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