Tower View Investment Management & Research LLC ETFs

Tower View Investment Management & Research LLC

$184 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$7.73 Million 4.19% of portfolio	106,348	Q2 2025 Added 6.83%
VUG Vanguard Growth ETF	$0	$6.9 Million 3.74% of portfolio	15,750	Q2 2025 Reduced 12.05%
SPY Spdr S&P 500 ETF Trust	$0	$5.03 Million 2.73% of portfolio	8,143	Q2 2025 Reduced 1.02%
VIG Vanguard Dividend Appreciation	$0	$3.56 Million 1.93% of portfolio	19,545	Q2 2025 Added 0.07%
VBK Vanguard Small Cap Growth ETF	$0	$3.55 Million 1.92% of portfolio	12,810	Q2 2025 Reduced 11.93%
VOT Vanguard Mid Cap Growth Index	$0	$2.68 Million 1.45% of portfolio	9,409	Q2 2025 New
VGT Vanguard Information Technolog	$0	$2.26 Million 1.23% of portfolio	3,413	Q2 2025 Reduced 8.52%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$715,000 0.39% of portfolio	1,263	Q2 2025 Reduced 82.01%
VOO Vanguard Index Fds S&P 500 ETF	$0	$637,000 0.35% of portfolio	1,123	Q2 2025 Reduced 3.61%
VYM Vanguard Whitehall Fds (Vangua	$0	$538,000 0.29% of portfolio	4,043	Q2 2025 Reduced 2.44%
VDC Vanguard Consumer Staples ETF	$0	$403,000 0.22% of portfolio	1,841	Q2 2025 Reduced 0.81%
VO Vanguard Mid Cap ETF	$0	$399,000 0.22% of portfolio	1,428	Q1 2025 Added 0.49%
SHY Ishares Barclays 1 3 Year Trea	$0	$184,000 0.1% of portfolio	2,226	Q2 2025 Added 0.63%
BSV Vanguard Bd Index Fd Inc Short	$0	$115,000 0.06% of portfolio	1,467	Q2 2025 Added 0.96%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$114,000 0.06% of portfolio	1,442	Q2 2025 Reduced 3.48%
IWV Ishares Russell 3000 ETF	$0	$83,000 0.05% of portfolio	239	Q2 2025 Reduced 3.63%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$77,000 0.04% of portfolio	975	Q2 2025 Added 0.52%
FNDB Schwab Fundamental U S Broad M	$0	$57,000 0.03% of portfolio	2,414	Q2 2025 Added 0.42%
XLP Consumer Staples Sector Spdr	$0	$42,000 0.02% of portfolio	555	Q2 2025 Added 0.73%
IVV Ishares Core S&P 500 ETF	$0	$42,000 0.02% of portfolio	69	Q1 2025 Added 1.47%
VB Vanguard Small Cap ETF	$0	$36,000 0.02% of portfolio	155	Q2 2025 Reduced 20.51%
XLK Technology Sector Spdr	$0	$35,000 0.02% of portfolio	141	Q2 2025 Added 0.71%
SDY Spdr Series Tr Spdr S&P Divide	$0	$28,000 0.02% of portfolio	212	Q2 2025 Reduced 23.47%
BND Vanguard Bd Index Fd Inc Total	$0	$26,000 0.01% of portfolio	358	Q2 2025 Reduced 19.91%
IWF Ishares Russell 1000 Gr ETF	$0	$24,000 0.01% of portfolio	59	Q1 2023 Added 1.72%
SCHO Schwab Short Term Us Treasury	$0	$21,000 0.01% of portfolio	872	Q2 2025 Reduced 58.85%
XLY Select Sector Spdr Consumer Di	$0	$21,000 0.01% of portfolio	98	Q1 2025 Reduced 7.55%
EWL Ishares Inc Msci Switzerlnd	$0	$20,000 0.01% of portfolio	383	Q2 2025 Added 1.86%
VHT Vanguard Health Care ETF	$0	$18,000 0.01% of portfolio	75	Q1 2025 Reduced 98.68%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$15,000 0.01% of portfolio	389	Q2 2025 Added 1.83%
EWU Ishs Msci Utd Kingdom ETF	$0	$15,000 0.01% of portfolio	384	Q2 2025 Added 2.13%
IEFA Ishares Tr	$0	$15,000 0.01% of portfolio	180	Q2 2025 Added 1.69%
VTV Vanguard Value ETF	$0	$14,000 0.01% of portfolio	81	Q2 2025 Reduced 8.99%
SCHD Schwab Strategic Tr Us Dividen	$0	$14,000 0.01% of portfolio	548	Q2 2025 Added 1.11%
VPU Vanguard Utilities ETF	$0	$14,000 0.01% of portfolio	80	Q1 2025 Added 1.27%
EWS Ishares Inc Msci Singapore ETF	$0	$11,000 0.01% of portfolio	458	Q2 2025 Added 1.78%
QUS Spdr Ser Tr Msci Usa Strategic	$0	$9,000 0.0% 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%
XLF Financial Sector Spdr	$0	$8,000 0.0% of portfolio	153	Q2 2025 Reduced 2.55%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$7,000 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%
IWS Ishares Russell Midcap Value E	$0	$7,000 0.0% of portfolio	60	Q3 2024 Added 1.69%
SCHB Schwab Strategic Tr Us Broad M	$0	$7,000 0.0% of portfolio	311	Q2 2025 Added 0.32%
SCHX Schwab Strategic Tr Us Large C	$0	$7,000 0.0% of portfolio	303	Q2 2025 Added 129.55%
XLC Select Sector Spdr Tr Communic	$0	$7,000 0.0% of portfolio	68	Q2 2025 Added 1.49%
SCHE Schwab Strategic Tr Us Emergin	$0	$6,000 0.0% of portfolio	232	Q1 2025 New
FTEC Fidelity Covington Tr Msci Inf	$0	$5,000 0.0% of portfolio	30	Q4 2024 Reduced 58.9%
CFO Victory Portfolios Ii Shs Us 5	$0	$5,000 0.0% of portfolio	75	Q2 2025 New
VEA Vanguard Ftse Developed Market	$0	$4,000 0.0% of portfolio	86	Q2 2025 Reduced 82.8%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$4,000 0.0% of portfolio	42	Q2 2025 Added 2.44%

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.