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| Name: |
Tower View Investment Management & Research LLC |
| City: |
Milwaukee |
| State: |
WI |
| Zip: |
53202 |
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data |
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| Holdings
Found :
21 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
REGN |
Regeneron Pharmaceuticals Inc |
36 |
New |
$984.64 |
$2,183,000 |
2,268 |
1.28% |
2,183,000 |
2,268 |
0.002 |
Biotechnology |
|
|
AMD |
Advanced Micro Devices Inc |
39 |
New |
$153.16 |
$1,668,000 |
9,243 |
0.98% |
1,668,000 |
9,243 |
0.001 |
Semiconductor- Broad... |
|
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CLBT |
Cellebrite Di Ord Shs |
43 |
New |
$0.00 |
$1,347,000 |
121,605 |
0.79% |
1,347,000 |
121,605 |
0.135 |
N/A |
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ARM |
Arm Holdings American Depos... |
44 |
New |
$116.65 |
$1,153,000 |
9,227 |
0.67% |
1,153,000 |
9,227 |
0.001 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
90 |
New |
$49.56 |
$40,000 |
790 |
0.02% |
40,000 |
790 |
0 |
Closed - End Fund - F... |
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BND |
Vanguard Total Bond Market ETF |
93 |
New |
$71.65 |
$33,000 |
449 |
0.02% |
33,000 |
449 |
0 |
Closed - End Fund - E... |
|
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AGG |
iShares Barclays Agency Bond |
94 |
New |
$96.55 |
$30,000 |
311 |
0.02% |
30,000 |
311 |
0 |
Closed - End Fund - E... |
|
|
BSV |
Vanguard Short-Term Bond |
111 |
New |
$76.30 |
$19,000 |
247 |
0.01% |
19,000 |
247 |
0.003 |
Closed - End Fund - E... |
|
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GWL |
St Spdr S&P Wld Xus |
120 |
New |
$36.22 |
$14,000 |
377 |
0.01% |
14,000 |
377 |
0 |
Closed - End Fund - E... |
|
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IEFA |
Ishares Core Msci Eafe |
125 |
New |
$0.00 |
$13,000 |
174 |
0.01% |
13,000 |
174 |
0 |
N/A |
|
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DECK |
Deckers Outdoor Corp |
147 |
New |
$882.45 |
$7,000 |
7 |
0% |
7,000 |
7 |
0 |
Textile - Apparel Foo... |
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TMW |
SPDR Dow Jones Wilshire TOT... |
150 |
New |
$64.14 |
$6,000 |
100 |
0% |
6,000 |
100 |
0 |
Closed - End Fund - E... |
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XLF |
SPDR Financial Sector |
149 |
New |
$41.87 |
$6,000 |
151 |
0% |
6,000 |
151 |
0 |
Closed - End Fund - E... |
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XLC |
Communication Services Sele... |
158 |
New |
$82.01 |
$5,000 |
67 |
0% |
5,000 |
67 |
0 |
N/A |
|
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SLYV |
streetTRACKS Dow Jones US S... |
167 |
New |
$82.47 |
$4,000 |
48 |
0% |
4,000 |
48 |
0 |
Closed - End Fund - E... |
|
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IWO |
iShares Russell 2000 Growth |
170 |
New |
$263.49 |
$4,000 |
16 |
0% |
4,000 |
16 |
0 |
Closed - End Fund - E... |
|
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IWN |
iShares Russell 2000 Value |
169 |
New |
$157.81 |
$4,000 |
25 |
0% |
4,000 |
25 |
0 |
Closed - End Fund - E... |
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IPAC |
iShares Core MSCI Pacific ETF |
179 |
New |
$62.08 |
$3,000 |
48 |
0% |
3,000 |
48 |
0 |
N/A |
|
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ITR |
SPDR Series Trust |
184 |
New |
$32.38 |
$2,000 |
71 |
0% |
2,000 |
71 |
0 |
Closed - End Fund - Debt |
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VIS |
Vanguard Industrials ETF |
182 |
New |
$242.40 |
$2,000 |
8 |
0% |
2,000 |
8 |
0 |
Closed - End Fund - E... |
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ILTB |
iShares Core Long Term US |
186 |
New |
$49.47 |
$2,000 |
34 |
0% |
2,000 |
34 |
0 |
Closed - End Fund - Debt |
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