Tower View Investment Management & Research LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $166 Million distributed in 186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $8.31M, Marsh & Mclennan Companies, Inc. with a value of $7.47M, Taiwan Semiconductor Manufacturing CO LTD with a value of $7.28M, Microsoft Corp with a value of $6.69M, and Vanguard Growth ETF with a value of $6.64M.
Examining the 13F form we can see an decrease of $16M in the current position value, from $182M to 166M.
Below you can find more details about Tower View Investment Management & Research LLC portfolio as well as his latest detailed transactions.
Portfolio value
$166 Million
Technology: $40.4 Million
ETFs: $34.1 Million
Financial Services: $19.2 Million
Consumer Cyclical: $16.1 Million
Industrials: $16.1 Million
Consumer Defensive: $14.9 Million
Healthcare: $14.5 Million
Communication Services: $9.13 Million
Other: $1.45 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
