Tower-View-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVMI",
  "GLOB",
  "MGEE",
  "ARM",
  "ABBV",
  "GOOGL",
  null,
  "AFRM",
  "ASML",
  "T",
  "AVGO",
  "LOW",
  "FELE",
  null,
  null,
  "CRON",
  "WTRG",
  "U",
  "GIS",
  "HD",
  "CLBT",
  "MCD",
  "UNP",
  "ISRG",
  null,
  "HUBS",
  "ITW",
  "BKNG",
  "IJH",
  null,
  "IWS",
  "DRTS",
  "MMC",
  "PWR",
  "DRS",
  "MA",
  "BMI",
  "MSFT",
  "MDLZ",
  "EXC",
  "ETSY",
  "ORLY",
  "AER",
  "BX",
  "FAST",
  "ANSS",
  "IJR",
  "KKR",
  "KLAC",
  "PAYX",
  "VHT",
  "IWF",
  "PEP",
  "IRM",
  "IVV",
  "UNH",
  "SPY",
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "PSTG",
  null,
  "MKC",
  "MDB",
  "AMGN",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SPDW",
  null,
  null,
  "SPYG",
  "SPLG",
  "SYK",
  "CI",
  "TMO",
  "TYL",
  "UBER",
  "UL",
  "UTHR",
  "VNQ",
  "VO",
  "IWV",
  null,
  "VIG",
  null,
  "NYMT",
  null,
  "TSM",
  "ETR",
  "VYM",
  "VRTX",
  "VRSK",
  "APH",
  "SDY",
  "F",
  "DECK",
  "WM",
  "IWP",
  "CAH",
  null,
  "PEG",
  "AMZN",
  "SCHB",
  "LCID",
  null,
  null,
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  null,
  "VBK",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  null,
  "VTV",
  "V",
  "WBD",
  "WMT",
  "WMB",
  "XEL",
  "GRMN",
  null,
  "SCHD",
  "BIIB",
  "SCHF",
  "KDP",
  "SO",
  null,
  "OTIS",
  "PSX",
  "SSD",
  "CRM",
  "SPOT",
  "GEV",
  "MELI",
  "ZBH",
  null,
  null,
  "BMY",
  "BRX",
  "CALX",
  "CWT",
  "CG",
  "CARR",
  "CVX",
  "CMG",
  "CHD",
  "CSCO",
  "CMCSA",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "DHR",
  "RSP",
  null,
  "ADI",
  "NEE",
  "NKE",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 186
Total Value: 171743466
Accession Number: 0001729045-25-000005
Form Type: 13F-HR
CIK: tower-view-wealth-management
Manager Name: Tower-View-Wealth-Management

Data Enrichment

86% identified

160 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

186 positions • $171.7M total value

SEC FilingSEC DataHachi Filing

Manager:

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GE Vernova Inc.

GEV|36828A101

Shares:3

Value:$916

% of Portfolio:0.0% ($916/$171.7M)

852234103

Shares:5

Value:$272

% of Portfolio:0.0% ($272/$171.7M)

Lucid Group, Inc.

LCID|549498103

Shares:100

Value:$242

% of Portfolio:0.0% ($242/$171.7M)

Cronos Group Inc.

CRON|22717L101

Shares:100

Value:$181

% of Portfolio:0.0% ($181/$171.7M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:3

Value:$33

% of Portfolio:0.0% ($33/$171.7M)

138035704

Shares:2

Value:$2

% of Portfolio:0.0% ($2/$171.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	3	QoQ 0.00% (-0) YoY NEW(+3)	All Managers (Combined)	$916	0.0% ($916/$171.7M)	QoQ -7.19% (-$71) YoY NEW(+$916)
(cusip852234103)✕	5	QoQ 0.00% (-0) YoY NEW(+5)	All Managers (Combined)	$272	0.0% ($272/$171.7M)	QoQ -36.00% (-$153) YoY NEW(+$272)
Lucid Group, Inc.(LCIDcusip549498103)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$242	0.0% ($242/$171.7M)	QoQ -19.86% (-$60) YoY -15.08% (-$43)
Cronos Group Inc.(CRONcusip22717L101)	100	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$181	0.0% ($181/$171.7M)	QoQ -10.39% (-$21) YoY -30.65% (-$80)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	3	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$33	0.0% ($33/$171.7M)	QoQ +3.12% (+$1) YoY +22.22% (+$6)
(cusip138035704)✕	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$2	0.0% ($2/$171.7M)	QoQ NEW(+$2) YoY NEW(+$2)