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
DANAHER CORPORATION COM 51 $3,523,000 15,227 2.18 2.64 89 0.59 12-31-2023
CARRIER GLOBAL CORPORATION COM 52 $3,367,000 58,608 2.09 2.16 2,769 4.96 12-31-2023
VANGUARD SPECIALIZED FUNDS DIV APP ETF COM 53 $3,323,000 19,500 2.06 2.08 444 2.33 12-31-2023
MCDONALDS CORP COM 54 $3,264,000 11,008 2.02 1.94 530 5.06 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6