Tower View Investment Management & Research LLC ETFs

Tower View Investment Management & Research LLC

$185 Million
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$8.73 Million 4.72% of portfolio	111,498	Q3 2025 Added 4.84%
VUG Vanguard Growth ETF	$0	$7.68 Million 4.15% of portfolio	16,008	Q3 2025 Added 1.64%
SPY Spdr S&P 500 ETF Trust	$0	$5.32 Million 2.88% of portfolio	7,986	Q3 2025 Reduced 1.93%
VIG Vanguard Dividend Appreciation	$0	$3.6 Million 1.95% of portfolio	19,768	Q3 2025 Added 1.14%
VBK Vanguard Small Cap Growth ETF	$0	$3.26 Million 1.76% of portfolio	10,951	Q3 2025 Reduced 14.51%
VOT Vanguard Mid Cap Growth Index	$0	$3.12 Million 1.69% of portfolio	10,630	Q3 2025 Added 12.98%
VGT Vanguard Information Technolog	$0	$2.59 Million 1.4% of portfolio	3,466	Q3 2025 Added 1.55%
VOO Vanguard Index Fds S&P 500 ETF	$0	$686,000 0.37% of portfolio	1,121	Q3 2025 Reduced 0.18%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$594,000 0.32% of portfolio	997	Q3 2025 Reduced 21.06%

VYM Vanguard Whitehall Fds (Vangua	$0	$541,000 0.29% of portfolio	3,844	Q3 2025 Reduced 4.92%
VO Vanguard Mid Cap ETF	$0	$414,000 0.22% of portfolio	1,411	Q3 2025 Reduced 1.19%
VDC Vanguard Consumer Staples ETF	$0	$380,000 0.21% of portfolio	1,779	Q3 2025 Reduced 3.37%
SHY Ishares Barclays 1 3 Year Trea	$0	$130,000 0.07% of portfolio	1,572	Q3 2025 Reduced 29.38%
BSV Vanguard Bd Index Fd Inc Short	$0	$116,000 0.06% of portfolio	1,482	Q3 2025 Added 1.02%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$116,000 0.06% of portfolio	1,458	Q3 2025 Added 1.11%
IWV Ishares Russell 3000 ETF	$0	$90,000 0.05% of portfolio	239	Q2 2025 Reduced 3.63%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$81,000 0.04% of portfolio	979	Q3 2025 Added 0.41%
XLP Consumer Staples Sector Spdr	$0	$42,000 0.02% of portfolio	559	Q3 2025 Added 0.72%

IVV Ishares Core S&P 500 ETF	$0	$41,000 0.02% of portfolio	62	Q3 2025 Reduced 10.14%
VB Vanguard Small Cap ETF	$0	$39,000 0.02% of portfolio	155	Q2 2025 Reduced 20.51%
XLK Technology Sector Spdr	$0	$34,000 0.02% of portfolio	121	Q3 2025 Reduced 14.18%
SDY Spdr Series Tr Spdr S&P Divide	$0	$29,000 0.02% of portfolio	214	Q3 2025 Added 0.94%
IWF Ishares Russell 1000 Gr ETF	$0	$27,000 0.01% of portfolio	59	Q1 2023 Added 1.72%
BND Vanguard Bd Index Fd Inc Total	$0	$26,000 0.01% of portfolio	361	Q3 2025 Added 0.84%
FNDB Schwab Fundamental U S Broad M	$0	$25,000 0.01% of portfolio	1,010	Q3 2025 Reduced 58.16%
XLY Select Sector Spdr Consumer Di	$0	$23,000 0.01% of portfolio	98	Q1 2025 Reduced 7.55%
EWL Ishares Inc Msci Switzerlnd	$0	$21,000 0.01% of portfolio	383	Q2 2025 Added 1.86%
SCHO Schwab Short Term Us Treasury	$0	$21,000 0.01% of portfolio	881	Q3 2025 Added 1.03%
VHT Vanguard Health Care ETF	$0	$19,000 0.01% of portfolio	75	Q1 2025 Reduced 98.68%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$16,000 0.01% of portfolio	389	Q2 2025 Added 1.83%
EWU Ishs Msci Utd Kingdom ETF	$0	$16,000 0.01% of portfolio	384	Q2 2025 Added 2.13%
VTV Vanguard Value ETF	$0	$15,000 0.01% of portfolio	81	Q2 2025 Reduced 8.99%
SCHD Schwab Strategic Tr Us Dividen	$0	$15,000 0.01% of portfolio	553	Q3 2025 Added 0.91%
IEFA Ishares Tr	$0	$15,000 0.01% of portfolio	180	Q2 2025 Added 1.69%
VPU Vanguard Utilities ETF	$0	$15,000 0.01% of portfolio	81	Q3 2025 Added 1.25%
EWS Ishares Inc Msci Singapore ETF	$0	$12,000 0.01% of portfolio	458	Q2 2025 Added 1.78%
QUS Spdr Ser Tr Msci Usa Strategic	$0	$10,000 0.01% of portfolio	60	Q2 2025 Reduced 55.22%
FLAU Franklin Templeton ETF Tr	$0	$9,000 0.0% of portfolio	305	Q2 2025 Reduced 41.12%
IWS Ishares Russell Midcap Value E	$0	$8,000 0.0% of portfolio	61	Q3 2025 Added 1.67%
XLF Financial Sector Spdr	$0	$8,000 0.0% of portfolio	153	Q2 2025 Reduced 2.55%
XLC Select Sector Spdr Tr Communic	$0	$8,000 0.0% of portfolio	68	Q2 2025 Added 1.49%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$8,000 0.0% of portfolio	101	Q1 2025 Added 1.0%
VNQ Vanguard Specialized Funds Van	$0	$7,000 0.0% of portfolio	84	Q2 2025 Added 1.2%
SCHB Schwab Strategic Tr Us Broad M	$0	$7,000 0.0% of portfolio	311	Q2 2025 Added 0.32%
SCHE Schwab Strategic Tr Us Emergin	$0	$7,000 0.0% of portfolio	232	Q1 2025 New
FTEC Fidelity Covington Tr Msci Inf	$0	$6,000 0.0% of portfolio	30	Q4 2024 Reduced 58.9%
VEA Vanguard Ftse Developed Market	$0	$5,000 0.0% of portfolio	87	Q3 2025 Added 1.16%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$4,000 0.0% of portfolio	42	Q2 2025 Added 2.44%
SLYV Spdr S&P 600 Small Cap Value E	$0	$4,000 0.0% of portfolio	49	Q2 2025 Reduced 25.76%
VIS Vanguard Industrial ETF	$0	$2,000 0.0% of portfolio	8	Q1 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tower View Investment Management & Research LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tower View Investment Management & Research LLC with notifications on news.