Tower View Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 24, 2024
Value $
$183M
Signature - Title
Mariah Magana Mayorga - Associate Wealth Advisor
Location
Shorewood, WI
Summary
This page shows a list of all the recent 13F filings made by Tower View Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tower View Wealth Management LLC reported 195 stock holdings with total value $183M as of Q3 2024. Top holdings included LLY, TSM, MSFT, MMC, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 195 $183M +$7.78M -$6.12M +$1.66M LLY, TSM, MSFT, MMC, NVDA 13F-HR 10/24/2024, 04:00 PM
Q2 2024 183 $174M +$19.3M -$19.3M -$983 LLY, TSM, MSFT, NVDA, MMC 13F-HR 7/26/2024, 01:07 PM
Q1 2024 193 $171M +$8.07M -$16.5M -$8.45M LLY, MSFT, MMC, TSM, HD 13F-HR 4/29/2024, 12:43 PM
Q4 2023 179 $161M +$6.45M -$1.99M +$4.46M LLY, MSFT, MMC, HD, UNH 13F-HR 2/6/2024, 09:45 AM
Q3 2023 176 $141M +$6.42M -$9.5M -$3.08M LLY, MMC, MSFT, UNH, HD 13F-HR 10/31/2023, 11:43 AM
Q2 2023 180 $147M +$8.95M -$23M -$14.1M LLY, MMC, MSFT, HD, DE 13F-HR 7/31/2023, 09:42 AM
Q1 2023 152 $149M +$3.55M -$6.42M -$2.86M MMC, MSFT, DE, LLY, HD 13F-HR 5/15/2023, 05:37 PM
Q4 2022 160 $143M +$815K -$1.74M -$921K LLY, MMC, DE, UNH, HD 13F-HR 2/13/2023, 04:12 PM
Q3 2022 163 $130M +$9.06M -$843K +$8.21M LLY, UNH, MMC, HD, DE 13F-HR 11/15/2022, 10:08 AM
Q2 2022 156 $136M +$17.7M -$38.4M -$20.7M UNH, MMC, LLY, MSFT, HD 13F-HR 8/8/2022, 10:54 AM
Q1 2022 181 $186M +$18.3M -$12M +$6.3M AAPL, MMC, MSFT, DE, UNH 13F-HR 5/13/2022, 04:11 PM
Q4 2021 186 $196M +$15.5M -$13.8M +$1.66M HD, MSFT, TSM, AAPL, MMC 13F-HR 2/3/2022, 09:45 AM
Q3 2021 219 $180M +$22.1M -$35.4M -$13.3M TSM, MSFT, HD, MMC, AAPL 13F-HR 11/8/2021, 09:35 AM
Q2 2021 169 $197M +$12.1M -$14M -$1.82M TSM, PYPL, ADBE, HD, MSFT 13F-HR 7/28/2021, 12:34 PM
Q1 2021 185 $183M +$22.5M -$19.8M +$2.67M TSM, KSU, HD, VBK, PYPL 13F-HR 4/23/2021, 09:15 AM
Q4 2020 171 $176M +$12M -$9.65M +$2.31M TSM, PYPL, AAPL, VBK, NSRGY 13F-HR 1/26/2021, 02:59 PM
Q3 2020 154 $154M +$15.7M -$9.59M +$6.13M NSRGY, TSM, ADBE, HD, PEP 13F-HR 10/19/2020, 11:16 AM
Q2 2020 151 $137M +$25.7M -$22.5M +$3.21M LLY, NSRGY, AMZN, HD, ADBE 13F-HR 8/3/2020, 12:37 PM
Q1 2020 112 $111M +$15.8M -$19.7M -$3.88M MDY, SPY, VBK, NSRGY, LLY 13F-HR 4/28/2020, 03:43 PM
Q4 2019 139 $132M +$8.59M -$6.54M +$2.06M MDY, IWV, SPY, VBK, NSRGY 13F-HR 1/13/2020, 03:47 PM
Q3 2019 141 $121M +$4.39M -$1.73M +$2.66M MDY, IWV, SPY, VBK, NSRGY 13F-HR 10/9/2019, 04:53 PM
Q2 2019 136 $117M +$14.3M -$13.8M +$515K MDY, IWV, SPY, VBK, NSRGY 13F-HR 7/17/2019, 03:25 PM
Q1 2019 140 $113M +$8.29M -$6.23M +$2.06M MDY, IWV, SPY, NSRGY, PEP 13F-HR 4/15/2019, 06:16 PM
Q4 2018 136 $96.8M +$13.4M -$15.3M -$1.92M MDY, IWV, SPY, JNJ, NSRGY 13F-HR 1/4/2019, 12:38 PM
Q3 2018 158 $114M +$10.6M -$9.91M +$655K MDY, IWV, SPY, VBK, JNJ 13F-HR 10/12/2018, 02:49 PM
Q2 2018 142 $106M +$14.6M -$8.93M +$5.71M MDY, IWV, SPY, TTE, JNJ 13F-HR 7/23/2018, 12:13 PM
Q1 2018 136 $100M +$7.7M -$15.8M -$8.06M MDY, SPY, JNJ, VBK, TTE 13F-HR 4/10/2018, 10:41 AM
Q4 2017 143 $108M $0 $0 IWV, MDY, SPY, JNJ, NSRGY 13F-HR 1/24/2018, 01:19 PM