Tower View Investment Management & Research LLC Reduced Holdings in Q3 2025

Tower View Investment Management & Research LLC

  • $185 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.86K
- 14.51%
$276.51 - $305.12 $514K - $567K
11K $3.26M
DHR
Danaher Corp

Healthcare
-972
- 81.07%
$181.46 - $212.2 $176K - $206K
227 $45K
MKC
Mccormick & CO Inc

Consumer Defensive
-1.65K
- 21.7%
$64.3 - $77.17 $106K - $128K
5.96K $398K
CVX
Chevron Corp

Energy
-1.12K
- 93.89%
$145.57 - $161.83 $163K - $182K
73 $11K
ITW
Illinois Tool Works Inc

Industrials
-540
- 70.77%
$252.31 - $269.41 $136K - $145K
223 $58K
COP
Conocophillips

Energy
-1.41K
- 74.46%
$91.0 - $98.99 $128K - $140K
484 $45K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-266
- 21.06%
$567.09 - $607.37 $151K - $162K
997 $594K
NEE
Nextera Energy Inc

Utilities
-1.68K
- 39.29%
$69.77 - $77.54 $117K - $130K
2.6K $196K
PEP
Pepsico Inc

Consumer Defensive
-1.26K
- 13.54%
$133.81 - $152.16 $168K - $191K
8.03K $1.13M
NKE
Nike, Inc.

Consumer Cyclical
-1.3K
- 96.94%
$69.24 - $79.24 $90K - $103K
41 $2K
TXN
Texas Instruments Inc

Technology
-320
- 24.24%
N/A
1K $194K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-654
- 29.38%
$82.38 - $83.0 $53.9K - $54.3K
1.57K $130K
WM
Waste Management Inc

Industrials
-204
- 63.75%
$213.88 - $237.1 $43.6K - $48.4K
116 $25K
BRX
Brixmor Property Group Inc.

Real Estate
-2K
- 11.19%
N/A
15.9K $360K
FNDB
Schwab Fundamental U S Broad M

ETFs
-1.4K
- 58.16%
$23.83 - $25.77 $33.5K - $36.2K
1.01K $25K
VDC
Vanguard Consumer Staples ETF

ETFs
-62
- 3.37%
$212.64 - $225.25 $13.2K - $14K
1.78K $380K
WTRG
Essential Utilities, Inc.

Utilities
-673
- 33.22%
$36.73 - $39.9 $24.7K - $26.9K
1.35K $53K
SCHW
Schwab Charles Corp

Financial Services
-323
- 13.9%
$91.03 - $98.69 $29.4K - $31.9K
2K $190K
JNJ
Johnson & Johnson

Healthcare
-391
- 23.54%
$155.17 - $185.42 $60.7K - $72.5K
1.27K $235K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-52
- 29.71%
$404.94 - $499.99 $21.1K - $26K
123 $59K
PEG
Public Service Enterprise Group Inc

Utilities
-117
- 17.36%
$79.99 - $90.14 $9.36K - $10.5K
557 $46K
AMZN
Amazon Com Inc

Consumer Cyclical
-73
- 0.24%
$211.65 - $238.24 $15.5K - $17.4K
30K $6.59M
XOM
Exxon Mobil Corp

Energy
-191
- 7.22%
$105.83 - $117.22 $20.2K - $22.4K
2.45K $276K
WMT
Walmart Inc.

Consumer Defensive
-143
- 10.32%
$94.4 - $104.27 $13.5K - $14.9K
1.24K $128K
LOW
Lowes Companies Inc

Consumer Cyclical
-12
- 50.0%
$215.01 - $273.02 $2.58K - $3.28K
12 $3K
XLK
Technology Sector Spdr

ETFs
-20
- 14.18%
$250.97 - $282.66 $5.02K - $5.65K
121 $34K
IVV
Ishares Core S&P 500 ETF

ETFs
-7
- 10.14%
$620.67 - $670.08 $4.34K - $4.69K
62 $41K
PSTG
Pure Storage, Inc.

Technology
-10
- 10.0%
$54.47 - $88.29 $545 - $883
90 $7K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-199
- 4.92%
$132.9 - $142.03 $26.4K - $28.3K
3.84K $541K
UNP
Union Pacific Corp

Industrials
-194
- 2.52%
$214.91 - $237.16 $41.7K - $46K
7.49K $1.77M
VO
Vanguard Mid Cap ETF

ETFs
-17
- 1.19%
$279.83 - $293.74 $4.76K - $4.99K
1.41K $414K
ABBV
Abb Vie Inc.

Healthcare
-115
- 11.3%
$184.85 - $231.54 $21.3K - $26.6K
903 $209K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2
- 0.18%
$567.77 - $614.76 $1.14K - $1.23K
1.12K $686K
ADI
Analog Devices Inc

Technology
-70
- 0.76%
$220.68 - $255.63 $15.4K - $17.9K
9.11K $2.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-157
- 1.93%
$617.65 - $666.84 $97K - $105K
7.99K $5.32M
NVDA
Nvidia Corp

Technology
-179
- 0.34%
$153.3 - $186.58 $27.4K - $33.4K
52.4K $9.77M
GOOG
Alphabet Inc.

Communication Services
-2
- 0.01%
$175.16 - $255.24 $350 - $510
27.6K $6.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-252
- 0.58%
$224.68 - $282.71 $56.6K - $71.2K
42.8K $12M
Activity Summary
Buys All Purchases 73 New Holdings 8 Increased Positions 65 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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