Tower View Wealth Management LLC
Top Portfolio Positions
145 positions ·
$150,760,145 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
36,579 | $12,361,873 | 8.20% |
| NVDA |
Nvidia Corp
Technology
|
51,433 | $8,969,915 | 5.95% |
| LLY |
ELI LILLY & Co
Healthcare
|
9,670 | $8,894,175 | 5.90% |
| PWR |
Quanta Services, Inc.
Industrials
|
12,924 | $7,095,534 | 4.71% |
| MSFT |
Microsoft Corp
Technology
|
17,998 | $6,662,319 | 4.42% |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
6,535 | $6,511,670 | 4.32% |
| NVMI |
Nova Ltd.
Technology
|
14,256 | $6,191,095 | 4.11% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
29,692 | $6,183,952 | 4.10% |
| V |
Visa Inc.
Financial Services
|
18,619 | $5,627,406 | 3.73% |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,490 | $5,316,984 | 3.53% |
Portfolio Trend
Holdings in NVMI
Shares Held
Position Value (USD)
23 of 23 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,191,095 | 14,256 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,713,986 | 17,400 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,251,590 | 19,557 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,337,228 | 19,394 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $3,566,785 | 19,350 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,869,870 | 19,649 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,049,087 | 19,435 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,583,419 | 19,543 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,462,989 | 19,523 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,717,848 | 19,782 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,222,489 | 19,766 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $2,312,100 | 19,711 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,150,201 | 20,582 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,691,102 | 20,704 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,796,929 | 21,066 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,865,504 | 21,072 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,362,913 | 21,702 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,148,431 | 21,491 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,184,198 | 21,353 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $2,174,785 | 21,137 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,918,945 | 21,085 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,471,304 | 20,840 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,070,434 | 20,530 | Shares | Sole | 2020-10-19 | |
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