Tower View Investment Management & Research LLC Reduced Holdings in Q1 2025

Tower View Investment Management & Research LLC

  • $166 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
-11.3K
- 98.08%
$222.15 - $428.22 $2.5M - $4.82M
220 $57K
UNP
Union Pacific Corp

Industrials
-9.07K
- 52.77%
$225.21 - $254.42 $2.04M - $2.31M
8.11K $1.92M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.81K
- 3.97%
$165.25 - $224.62 $300K - $407K
43.8K $7.28M
NVDA
Nvidia Corp

Technology
-801
- 1.5%
$106.98 - $149.43 $85.7K - $120K
52.6K $5.7M
VHT
Vanguard Health Care ETF

ETFs
-5.61K
- 98.68%
$254.06 - $273.83 $1.43M - $1.54M
75 $19K
PWR
Quanta Services, Inc.

Industrials
-229
- 1.37%
$236.71 - $358.03 $54.2K - $82K
16.5K $4.2M
GOOG
Alphabet Inc.

Communication Services
-391
- 1.49%
$156.06 - $207.71 $61K - $81.2K
25.9K $4.04M
AMZN
Amazon Com Inc

Consumer Cyclical
-213
- 0.74%
$190.26 - $242.06 $40.5K - $51.6K
28.6K $5.43M
MSFT
Microsoft Corp

Technology
-11
- 0.06%
$375.39 - $447.2 $4.13K - $4.92K
17.8K $6.69M
GOOGL
Alphabet Inc.

Communication Services
-203
- 1.01%
$154.33 - $206.19 $31.3K - $41.9K
19.9K $3.07M
ADI
Analog Devices Inc

Technology
-1.57K
- 14.31%
$201.56 - $243.82 $316K - $382K
9.39K $1.89M
HD
Home Depot, Inc.

Consumer Cyclical
-142
- 0.91%
$347.25 - $424.87 $49.3K - $60.3K
15.5K $5.69M
CLBT
Cellebrite Di Ltd.

Technology
-1.35K
- 1.02%
$16.78 - $26.0 $22.7K - $35.2K
131K $2.54M
BMI
Badger Meter Inc

Technology
-232
- 1.56%
$189.49 - $221.51 $44K - $51.4K
14.7K $2.79M
CARR
Carrier Global Corp

Industrials
-1.05K
- 1.74%
$62.07 - $70.55 $65.4K - $74.3K
59.6K $3.78M
VGT
Vanguard Information Technolog

ETFs
-27
- 0.72%
$542.38 - $646.34 $14.6K - $17.5K
3.73K $2.02M
NVMI
Nova Ltd.

Technology
-299
- 1.52%
$184.33 - $273.65 $55.1K - $81.8K
19.4K $3.57M
SPY
Spdr S&P 500 ETF Trust

ETFs
-91
- 1.09%
$551.42 - $612.93 $50.2K - $55.8K
8.23K $4.6M
ASML
Asml Holding Nv

Technology
-134
- 2.24%
$662.63 - $776.99 $88.8K - $104K
5.86K $3.88M
ISRG
Intuitive Surgical Inc

Healthcare
-80
- 1.4%
$476.63 - $610.45 $38.1K - $48.8K
5.63K $2.79M
CRM
Salesforce, Inc.

Technology
-201
- 77.01%
$268.36 - $359.95 $53.9K - $72.3K
60 $16K
PEP
Pepsico Inc

Consumer Defensive
-195
- 1.28%
$142.64 - $156.42 $27.8K - $30.5K
15.1K $2.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-41
- 3.4%
$507.05 - $563.67 $20.8K - $23.1K
1.17K $598K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-87
- 33.33%
$497.6 - $606.74 $43.3K - $52.8K
174 $86K
MGEE
Mge Energy Inc

Utilities
-163
- 3.12%
$85.7 - $94.18 $14K - $15.4K
5.07K $470K
PG
Procter & Gamble CO

Consumer Defensive
-186
- 2.76%
$158.56 - $176.26 $29.5K - $32.8K
6.55K $1.12M
IWV
Ishares Russell 3000 ETF

ETFs
-16
- 6.06%
$313.1 - $349.83 $5.01K - $5.6K
248 $78K
XLK
Technology Sector Spdr

ETFs
-22
- 13.58%
$206.38 - $242.18 $4.54K - $5.33K
140 $28K
IEFA
Ishares Tr

ETFs
-86
- 32.7%
$69.57 - $78.65 $5.98K - $6.76K
177 $13K
XLY
Select Sector Spdr Consumer Di

ETFs
-8
- 7.55%
$192.6 - $233.2 $1.54K - $1.87K
98 $19K
NEE
Nextera Energy Inc

Utilities
-19
- 5.9%
$66.96 - $76.16 $1.27K - $1.45K
303 $21K
AMGN
Amgen Inc

Healthcare
-9
- 33.33%
$258.59 - $327.36 $2.33K - $2.95K
18 $5K
UNH
Unitedhealth Group Inc

Healthcare
-5
- 23.81%
$461.52 - $548.18 $2.31K - $2.74K
16 $8K
UL
Unilever PLC

Consumer Defensive
-22
- 16.06%
$54.72 - $60.29 $1.2K - $1.33K
115 $6K
XLP
Consumer Staples Sector Spdr

ETFs
-14
- 2.48%
N/A
551 $41K
XLC
Select Sector Spdr Tr Communic

ETFs
-13
- 16.25%
$94.84 - $105.31 $1.23K - $1.37K
67 $6K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-56
- 1.33%
$126.11 - $135.06 $7.06K - $7.56K
4.14K $534K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 16.67%
$1739.0 - $2260.0 $1.74K - $2.26K
5 $9K
JNJ
Johnson & Johnson

Healthcare
-28
- 10.89%
$142.06 - $167.7 $3.98K - $4.7K
229 $37K
DRS
Leonardo Drs, Inc.
-634
- 0.63%
N/A
100K $0
CVX
Chevron Corp

Energy
-9
- 11.11%
$146.71 - $167.97 $1.32K - $1.51K
72 $12K
FAST
Fastenal CO

Industrials
-46
- 5.64%
$71.11 - $79.98 $3.27K - $3.68K
769 $59K
WM
Waste Management Inc

Industrials
-24
- 7.0%
$200.54 - $233.78 $4.81K - $5.61K
319 $73K
MKC
Mccormick & CO Inc

Consumer Defensive
-557
- 6.82%
$71.24 - $84.73 $39.7K - $47.2K
7.61K $626K
VDC
Vanguard Consumer Staples ETF

ETFs
-32
- 1.69%
$206.54 - $226.16 $6.61K - $7.24K
1.86K $406K
MA
Mastercard Inc

Financial Services
-9
- 1.29%
$504.67 - $576.31 $4.54K - $5.19K
689 $377K
ABBV
Abb Vie Inc.

Healthcare
-8
- 0.79%
$169.2 - $216.66 $1.35K - $1.73K
1.01K $211K
COST
Costco Wholesale Corp

Consumer Defensive
-119
- 1.72%
$890.62 - $1076.86 $106K - $128K
6.8K $6.43M
MCD
Mcdonalds Corp

Consumer Cyclical
-86
- 0.74%
$279.74 - $321.29 $24.1K - $27.6K
11.6K $3.61M
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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