• 13F History

Tower View Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 5, 2025
Value $
$189M
Signature - Title
Mariah Magana Mayorga - Client Relationship Manager
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 196 stock holdings with total value $189M as of Q4 2024. Top holdings included TSM, LLY, MSFT, NVDA, and MMC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 196 $189M +$16M -$9.43M +$6.53M TSM, LLY, MSFT, NVDA, MMC 13F-HR 2/5/2025, 03:43 PM
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 -$1.67K LLY, TSM, MSFT, NVDA, MMC 13F-HR 7/26/2024, 01:07 PM
Q1 2024 190 $171M +$8.07M -$16.5M -$8.45M LLY, MSFT, MMC, TSM, HD 13F-HR 4/29/2024, 12:43 PM
Q4 2023 174 $161M +$6.45M -$3.31M +$3.15M LLY, MSFT, MMC, HD, UNH 13F-HR 2/6/2024, 09:45 AM
Q3 2023 186 $141M +$6.42M -$9.5M -$3.08M LLY, MMC, MSFT, UNH, HD 13F-HR 10/31/2023, 11:43 AM
Q2 2023 176 $147M +$8.95M -$11.3M -$2.36M LLY, MMC, MSFT, HD, DE 13F-HR 7/31/2023, 09:42 AM
Q1 2023 149 $149M +$3.55M -$1.63M +$1.92M MMC, MSFT, DE, LLY, HD 13F-HR 5/15/2023, 05:37 PM
Q4 2022 151 $143M +$815K -$1.32M -$506K LLY, MMC, DE, UNH, HD 13F-HR 2/13/2023, 03:12 PM
Q3 2022 155 $130M +$9.06M -$801K +$8.25M LLY, UNH, MMC, HD, DE 13F-HR 11/15/2022, 09:08 AM
Q2 2022 153 $135M +$16.6M -$6.22M +$10.4M UNH, MMC, LLY, MSFT, HD 13F-HR 8/8/2022, 10:54 AM
Q1 2022 176 $186M +$18.3M -$2.13M +$16.2M AAPL, MMC, MSFT, DE, UNH 13F-HR 5/13/2022, 04:11 PM
Q4 2021 183 $196M +$15.5M -$6.14M +$9.34M HD, MSFT, TSM, AAPL, MMC 13F-HR 2/3/2022, 08:45 AM
Q3 2021 216 $180M +$22.1M -$35.2M -$13.1M TSM, MSFT, HD, MMC, AAPL 13F-HR 11/8/2021, 09:35 AM
Q2 2021 168 $197M +$12.1M -$13.9M -$1.74M TSM, PYPL, ADBE, HD, MSFT 13F-HR 7/28/2021, 12:34 PM
Q1 2021 182 $183M +$22.5M -$19.8M +$2.67M TSM, KSU, HD, VBK, PYPL 13F-HR 4/23/2021, 09:15 AM
Q4 2020 170 $176M +$11.9M -$6.94M +$4.96M TSM, PYPL, AAPL, VBK, NSRGY 13F-HR 1/26/2021, 01:59 PM
Q3 2020 150 $153M +$15.7M -$7.21M +$8.51M NSRGY, TSM, ADBE, HD, PEP 13F-HR 10/19/2020, 11:16 AM
Q2 2020 148 $137M +$25.7M -$19.1M +$6.65M LLY, NSRGY, AMZN, HD, ADBE 13F-HR 8/3/2020, 12:37 PM
Q1 2020 109 $111M +$15.8M -$5.13M +$10.7M MDY, SPY, VBK, NSRGY, LLY 13F-HR 4/28/2020, 03:43 PM
Q4 2019 132 $131M +$8.59M -$4.18M +$4.41M MDY, IWV, SPY, VBK, NSRGY 13F-HR 1/13/2020, 02:47 PM
Q3 2019 133 $120M +$4.39M -$1.37M +$3.02M MDY, IWV, SPY, VBK, NSRGY 13F-HR 10/9/2019, 04:53 PM
Q2 2019 131 $116M +$14.3M -$4.31M +$9.96M MDY, IWV, SPY, VBK, NSRGY 13F-HR 7/17/2019, 03:25 PM
Q1 2019 138 $113M +$8.29M -$3.01M +$5.27M MDY, IWV, SPY, NSRGY, PEP 13F-HR 4/15/2019, 06:16 PM
Q4 2018 133 $94.2M +$13.4M -$6.63M +$6.76M MDY, IWV, SPY, JNJ, NSRGY 13F-HR 1/4/2019, 11:38 AM
Q3 2018 153 $112M +$10.6M -$3.52M +$7.04M MDY, IWV, SPY, VBK, JNJ 13F-HR 10/12/2018, 02:49 PM
Q2 2018 142 $106M +$14.6M -$2.44M +$12.2M MDY, IWV, SPY, TTE, JNJ 13F-HR 7/23/2018, 12:13 PM
Q1 2018 133 $100M +$7.7M -$2.66M +$5.05M MDY, SPY, JNJ, VBK, TTE 13F-HR 4/10/2018, 10:41 AM
Q4 2017 141 $108M IWV, MDY, SPY, JNJ, NSRGY 13F-HR 1/24/2018, 12:19 PM