Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
TOWER VIEW WEALTH MANAGEMENT LLC | 07-26-2024 | 06-30-2024 | 183 | 174,204,947 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ELI LILLY & CO | COM | 1 | $9,124,141 | 10,078 | 0.01 | 0.00 | -22 | -0.22 | 06-30-2024 |
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | COM | 2 | $7,999,432 | 46,024 | 0.00 | 0.00 | 51 | 0.11 | 06-30-2024 |
MICROSOFT CORP | COM | 3 | $7,857,881 | 17,581 | 0.00 | 0.00 | 105 | 0.60 | 06-30-2024 |
NVIDIA CORPORATION | COM | 4 | $6,666,274 | 53,960 | 0.00 | 0.00 | 47,844 | 782.28 | 06-30-2024 |