Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TOWER VIEW WEALTH MANAGEMENT LLC | 02-06-2024 | 12-31-2023 | 183 | 161,346,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ELI LILLY & CO | COM | 1 | $6,874,000 | 11,793 | 4.26 | 4.59 | -386 | -3.17 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $6,692,000 | 17,795 | 4.15 | 3.97 | -111 | -0.62 | 12-31-2023 |
MARSH & MCLENNAN COS INC | COM | 3 | $5,793,000 | 30,576 | 3.59 | 4.09 | -26 | -0.08 | 12-31-2023 |
HOME DEPOT INC | COM | 4 | $5,572,000 | 16,079 | 3.45 | 3.37 | 181 | 1.14 | 12-31-2023 |