Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | 07-26-2024 | 06-30-2024 | 183 | 174,204,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC CAP STK CL A | COM | 51 | $3,533,872 | 19,401 | 0.00 | 0.00 | -20 | -0.10 | 06-30-2024 |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | COM | 52 | $3,530,605 | 19,340 | 0.00 | 0.00 | 43 | 0.22 | 06-30-2024 |
| STARBUCKS CORP | COM | Liquidated | $0 | 0 | 0.00 | 2.26 | 631 | 1.66 | 06-30-2024 |
| NOVO-NORDISK A S ADR | COM | 54 | $3,348,681 | 23,460 | 0.00 | 0.00 | 3,145 | 15.48 | 06-30-2024 |
