Tower View Investment Management & Research LLC ETFs

Tower View Investment Management & Research LLC

$182 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VUG Vanguard Growth ETF	$0	$6.5 Million 3.58% of portfolio	15,844	Q4 2024 Added 6.3%
SPY Spdr S&P 500 ETF Trust	$0	$4.88 Million 2.68% of portfolio	8,318	Q4 2024 Added 0.28%
VBK Vanguard Small Cap Growth ETF	$0	$4.19 Million 2.3% of portfolio	14,963	Q4 2024 Reduced 0.74%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$4.11 Million 2.26% of portfolio	59,654	Q4 2024 Added 41.36%
VIG Vanguard Dividend Appreciation	$0	$3.55 Million 1.95% of portfolio	19,483	Q4 2024 Added 0.38%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$3.14 Million 1.73% of portfolio	5,518	Q4 2024 Added 18.49%
VGT Vanguard Information Technolog	$0	$2.34 Million 1.28% of portfolio	3,758	Q4 2024 Reduced 0.69%
VHT Vanguard Health Care ETF	$0	$1.44 Million 0.79% of portfolio	5,685	Q4 2024 Added 1.01%
VOO Vanguard Index Fds S&P 500 ETF	$0	$649,000 0.36% of portfolio	1,206	Q4 2024 Added 0.25%
VYM Vanguard Whitehall Fds (Vangua	$0	$535,000 0.29% of portfolio	4,200	Q4 2024 Added 2.24%
VDC Vanguard Consumer Staples ETF	$0	$399,000 0.22% of portfolio	1,888	Q4 2024 Reduced 2.28%
VO Vanguard Mid Cap ETF	$0	$375,000 0.21% of portfolio	1,421	Q4 2024 Added 0.35%
SHY Ishares Barclays 1 3 Year Trea	$0	$180,000 0.1% of portfolio	2,198	Q4 2024 Reduced 8.23%
XLV Select Sector Spdr Fund Health	$0	$144,000 0.08% of portfolio	1,050	Q4 2024 Added 2.34%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$116,000 0.06% of portfolio	1,488	Q4 2024 Added 4.42%
BSV Vanguard Bd Index Fd Inc Short	$0	$111,000 0.06% of portfolio	1,449	Q4 2024 Added 0.14%
IWV Ishares Russell 3000 ETF	$0	$88,000 0.05% of portfolio	264	Q4 2024 Added 0.38%
VB Vanguard Small Cap ETF	$0	$46,000 0.03% of portfolio	195	Q4 2024 Added 1.04%
XLP Consumer Staples Sector Spdr	$0	$42,000 0.02% of portfolio	565	Q4 2024 Added 3.86%
IVV Ishares Core S&P 500 ETF	$0	$40,000 0.02% of portfolio	68	Q4 2024 Added 58.14%
XLK Technology Sector Spdr	$0	$37,000 0.02% of portfolio	162	Q4 2024 Added 15.71%
SDY Spdr Series Tr Spdr S&P Divide	$0	$36,000 0.02% of portfolio	275	Q4 2024 Added 0.73%
BND Vanguard Bd Index Fd Inc Total	$0	$31,000 0.02% of portfolio	444	Q4 2024 Added 26.86%
VEA Vanguard Ftse Developed Market	$0	$23,000 0.01% of portfolio	497	Q4 2024 Added 1.43%
IWF Ishares Russell 1000 Gr ETF	$0	$23,000 0.01% of portfolio	59	Q1 2023 Added 1.72%
XLY Select Sector Spdr Consumer Di	$0	$23,000 0.01% of portfolio	106	Q4 2024 Added 9.28%
IEFA Ishares Tr	$0	$18,000 0.01% of portfolio	263	Q4 2024 Added 51.15%
VTV Vanguard Value ETF	$0	$15,000 0.01% of portfolio	89	Q4 2024 Reduced 22.61%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$13,000 0.01% of portfolio	382	Q4 2024 Added 1.33%
VPU Vanguard Utilities ETF	$0	$12,000 0.01% of portfolio	79	Q4 2024 Added 1.28%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$12,000 0.01% of portfolio	151	Q4 2024 Added 0.67%
XLC Select Sector Spdr Tr Communic	$0	$7,000 0.0% of portfolio	80	Q4 2024 Added 19.4%
SPAB Spdr Portfolio Aggregate Bond	$0	$7,000 0.0% of portfolio	301	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$7,000 0.0% of portfolio	60	Q3 2024 Added 1.69%
VOE Vanguard Mid Cap Value Index F	$0	$7,000 0.0% of portfolio	47	Q1 2024 Added 2.17%
VNQ Vanguard Specialized Funds Van	$0	$7,000 0.0% of portfolio	83	Q4 2024 Added 2.47%
XLF Financial Sector Spdr	$0	$7,000 0.0% of portfolio	152	Q4 2024 Reduced 29.63%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$7,000 0.0% of portfolio	100	Q1 2024 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$6,000 0.0% of portfolio	55	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$5,000 0.0% of portfolio	30	Q4 2024 Reduced 58.9%
IJH Ishares Core S&P Mid Cap ETF	$0	$4,000 0.0% of portfolio	74	Q4 2024 Added 1.37%
VCIT Vanguard Intermediate Term Cor	$0	$4,000 0.0% of portfolio	58	Q4 2024 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$4,000 0.0% of portfolio	41	Q2 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$4,000 0.0% of portfolio	48	Q1 2024 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$4,000 0.0% of portfolio	96	Q4 2024 Reduced 40.74%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$3,000 0.0% of portfolio	61	Q4 2024 New
IYG Ishares Tr	$0	$3,000 0.0% of portfolio	39	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$3,000 0.0% of portfolio	27	Q1 2023 Added 3.85%
RSP Invesco S&P 500 Equal Weight E	$0	$2,000 0.0% of portfolio	16	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$2,000 0.0% of portfolio	51	Q4 2024 New

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