Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TOWER VIEW WEALTH MANAGEMENT LLC 02-06-2024 12-31-2023 183 161,346,000
Institutional Holdings
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
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