Tower View Investment Management & Research LLC ETFs

Tower View Investment Management & Research LLC

$166 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VUG Vanguard Growth ETF	$0	$6.64 Million 4.0% of portfolio	17,907	Q1 2025 Added 13.02%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$6.55 Million 3.95% of portfolio	99,548	Q1 2025 Added 66.88%
SPY Spdr S&P 500 ETF Trust	$0	$4.6 Million 2.77% of portfolio	8,227	Q1 2025 Reduced 1.09%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$3.74 Million 2.26% of portfolio	7,019	Q1 2025 Added 27.2%
VBK Vanguard Small Cap Growth ETF	$0	$3.66 Million 2.21% of portfolio	14,546	Q1 2025 Reduced 2.79%
VIG Vanguard Dividend Appreciation	$0	$3.56 Million 2.14% of portfolio	19,531	Q1 2025 Added 0.25%
VGT Vanguard Information Technolog	$0	$2.02 Million 1.22% of portfolio	3,731	Q1 2025 Reduced 0.72%
VOO Vanguard Index Fds S&P 500 ETF	$0	$598,000 0.36% of portfolio	1,165	Q1 2025 Reduced 3.4%
VYM Vanguard Whitehall Fds (Vangua	$0	$534,000 0.32% of portfolio	4,144	Q1 2025 Reduced 1.33%
VDC Vanguard Consumer Staples ETF	$0	$406,000 0.24% of portfolio	1,856	Q1 2025 Reduced 1.69%
VO Vanguard Mid Cap ETF	$0	$369,000 0.22% of portfolio	1,428	Q1 2025 Added 0.49%
SHY Ishares Barclays 1 3 Year Trea	$0	$182,000 0.11% of portfolio	2,212	Q1 2025 Added 0.64%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$117,000 0.07% of portfolio	1,494	Q1 2025 Added 0.4%
BSV Vanguard Bd Index Fd Inc Short	$0	$113,000 0.07% of portfolio	1,453	Q1 2025 Added 0.28%
IWV Ishares Russell 3000 ETF	$0	$78,000 0.05% of portfolio	248	Q1 2025 Reduced 6.06%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$74,000 0.04% of portfolio	970	Q1 2025 Added 542.38%
FNDB Schwab Fundamental U S Broad M	$0	$55,000 0.03% of portfolio	2,404	Q1 2025 New
SCHO Schwab Short Term Us Treasury	$0	$51,000 0.03% of portfolio	2,119	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$43,000 0.03% of portfolio	195	Q4 2024 Added 1.04%
XLP Consumer Staples Sector Spdr	$0	$41,000 0.02% of portfolio	551	Q1 2025 Reduced 2.48%
IVV Ishares Core S&P 500 ETF	$0	$38,000 0.02% of portfolio	69	Q1 2025 Added 1.47%
SDY Spdr Series Tr Spdr S&P Divide	$0	$37,000 0.02% of portfolio	277	Q1 2025 Added 0.73%
BND Vanguard Bd Index Fd Inc Total	$0	$32,000 0.02% of portfolio	447	Q1 2025 Added 0.68%
XLK Technology Sector Spdr	$0	$28,000 0.02% of portfolio	140	Q1 2025 Reduced 13.58%
VEA Vanguard Ftse Developed Market	$0	$25,000 0.02% of portfolio	500	Q1 2025 Added 0.6%
SCHZ Schwab Us Aggregate Bond ETF	$0	$23,000 0.01% of portfolio	1,035	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$21,000 0.01% of portfolio	59	Q1 2023 Added 1.72%
QUS Spdr Ser Tr Msci Usa Strategic	$0	$20,000 0.01% of portfolio	134	Q1 2025 New
EWL Ishares Inc Msci Switzerlnd	$0	$19,000 0.01% of portfolio	376	Q1 2025 New
XLY Select Sector Spdr Consumer Di	$0	$19,000 0.01% of portfolio	98	Q1 2025 Reduced 7.55%
VHT Vanguard Health Care ETF	$0	$19,000 0.01% of portfolio	75	Q1 2025 Reduced 98.68%
BNDX Vanguard Total International B	$0	$17,000 0.01% of portfolio	355	Q1 2025 New
VTV Vanguard Value ETF	$0	$15,000 0.01% of portfolio	89	Q4 2024 Reduced 22.61%
SCHD Schwab Strategic Tr Us Dividen	$0	$15,000 0.01% of portfolio	542	Q1 2025 New
EWU Ishs Msci Utd Kingdom ETF	$0	$14,000 0.01% of portfolio	376	Q1 2025 New
FLAU Franklin Templeton ETF Tr	$0	$14,000 0.01% of portfolio	518	Q1 2025 New
IEFA Ishares Tr	$0	$13,000 0.01% of portfolio	177	Q1 2025 Reduced 32.7%
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	$13,000 0.01% of portfolio	80	Q1 2025 Added 1.27%
EWS Ishares Inc Msci Singapore ETF	$0	$10,000 0.01% of portfolio	450	Q1 2025 New
XLF Financial Sector Spdr	$0	$7,000 0.0% of portfolio	157	Q1 2025 Added 3.29%
IWS Ishares Russell Midcap Value E	$0	$7,000 0.0% of portfolio	60	Q3 2024 Added 1.69%
VNQ Vanguard Specialized Funds Van	$0	$7,000 0.0% of portfolio	83	Q4 2024 Added 2.47%
XLC Select Sector Spdr Tr Communic	$0	$6,000 0.0% of portfolio	67	Q1 2025 Reduced 16.25%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$6,000 0.0% of portfolio	101	Q1 2025 Added 1.0%
SCHB Schwab Strategic Tr Us Broad M	$0	$6,000 0.0% of portfolio	310	Q1 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$6,000 0.0% of portfolio	232	Q1 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$5,000 0.0% of portfolio	66	Q1 2025 Added 37.5%
FTEC Fidelity Covington Tr Msci Inf	$0	$4,000 0.0% of portfolio	30	Q4 2024 Reduced 58.9%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$4,000 0.0% of portfolio	41	Q2 2024 New

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