Tower View Investment Management & Research LLC Reduced Holdings in Q2 2025

Tower View Investment Management & Research LLC

  • $184 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
-8.21K
- 98.93%
$462.22 - $707.75 $3.79M - $5.81M
89 $62K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-5.76K
- 82.01%
$468.22 - $566.51 $2.7M - $3.26M
1.26K $715K
PEP
Pepsico Inc

Consumer Defensive
-5.79K
- 38.4%
$128.02 - $151.37 $741K - $876K
9.28K $1.23M
CLBT
Cellebrite Di Ltd.

Technology
-40
- 0.03%
$15.47 - $20.14 $619 - $806
131K $2.09M
UNP
Union Pacific Corp

Industrials
-430
- 5.3%
$208.27 - $238.46 $89.6K - $103K
7.68K $1.77M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.74K
- 11.93%
$219.76 - $276.94 $382K - $481K
12.8K $3.55M
PG
Procter & Gamble CO

Consumer Defensive
-245
- 3.74%
$157.66 - $172.39 $38.6K - $42.2K
6.31K $1M
BMY
Bristol Myers Squibb CO

Healthcare
-22
- 0.8%
$44.12 - $59.6 $971 - $1.31K
2.72K $126K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.25K
- 58.85%
$24.19 - $24.45 $30.2K - $30.5K
872 $21K
VEA
Vanguard Ftse Developed Market

ETFs
-414
- 82.8%
$45.65 - $57.01 $18.9K - $23.6K
86 $4K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-65
- 23.47%
$121.58 - $136.74 $7.9K - $8.89K
212 $28K
VB
Vanguard Small Cap ETF

ETFs
-40
- 20.51%
$193.73 - $237.37 $7.75K - $9.49K
155 $36K
GIS
General Mills Inc

Consumer Defensive
-78
- 26.17%
$50.37 - $60.97 $3.93K - $4.76K
220 $11K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-89
- 19.91%
$72.02 - $73.82 $6.41K - $6.57K
358 $26K
FLAU
Franklin Templeton ETF Tr

ETFs
-213
- 41.12%
$24.52 - $31.58 $5.22K - $6.73K
305 $9K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-52
- 3.48%
$77.94 - $79.5 $4.05K - $4.13K
1.44K $114K
CHD
Church & Dwight CO Inc

Consumer Defensive
-20
- 22.22%
$91.57 - $110.76 $1.83K - $2.22K
70 $6K
VDC
Vanguard Consumer Staples ETF

ETFs
-15
- 0.81%
$204.89 - $224.73 $3.07K - $3.37K
1.84K $403K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-17
- 25.76%
$67.03 - $80.35 $1.14K - $1.37K
49 $3K
VTV
Vanguard Value ETF

ETFs
-8
- 8.99%
$153.67 - $176.74 $1.23K - $1.41K
81 $14K
DRS
Leonardo Drs, Inc.
-7.04K
- 7.01%
N/A
93.4K $0
XLF
Financial Sector Spdr

ETFs
-4
- 2.55%
$43.92 - $52.37 $176 - $209
153 $8K
CEG
Constellation Energy Corp

Utilities
-5
- 12.5%
$170.96 - $322.76 $855 - $1.61K
35 $11K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-101
- 2.44%
$114.78 - $133.31 $11.6K - $13.5K
4.04K $538K
IWV
Ishares Russell 3000 ETF

ETFs
-9
- 3.63%
$281.67 - $351.0 $2.54K - $3.16K
239 $83K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-42
- 3.61%
$456.74 - $568.03 $19.2K - $23.9K
1.12K $637K
VGT
Vanguard Information Technolog

ETFs
-318
- 8.52%
$470.37 - $663.28 $150K - $211K
3.41K $2.26M
COST
Costco Wholesale Corp

Consumer Defensive
-59
- 0.87%
$908.13 - $1056.85 $53.6K - $62.4K
6.74K $6.67M
VUG
Vanguard Growth ETF

ETFs
-2.16K
- 12.05%
$329.49 - $438.4 $711K - $946K
15.8K $6.9M
ISRG
Intuitive Surgical Inc

Healthcare
-4
- 0.07%
$451.58 - $565.94 $1.81K - $2.26K
5.62K $3.06M
ADI
Analog Devices Inc

Technology
-210
- 2.24%
$164.6 - $238.02 $34.6K - $50K
9.18K $2.18M
GOOGL
Alphabet Inc.

Communication Services
-26
- 0.13%
$144.7 - $178.6 $3.76K - $4.64K
19.8K $3.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
-84
- 1.02%
$496.48 - $617.85 $41.7K - $51.9K
8.14K $5.03M
PWR
Quanta Services, Inc.

Industrials
-620
- 3.75%
$239.47 - $381.26 $148K - $236K
15.9K $6.01M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-751
- 1.71%
$141.37 - $228.57 $106K - $172K
43.1K $9.76M
NVDA
Nvidia Corp

Technology
-33
- 0.06%
$94.31 - $157.99 $3.11K - $5.21K
52.5K $8.3M
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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