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 |
---|---|---|---|---|---|---|---|---|---|
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 |