Portfolio (Quarterly)
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Tower View Wealth Management LLC
· CIK 0001729045| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | TYL | TYLER TECHNOLOGIES INC | Technology | 7.0 | $4K | 0.00% | NEW | — | $523.29 | -42.2% |
| 162 | LOW | LOWES COS INC | Consumer Cyclical | 12.0 | $3K | 0.00% | NEW | — | $253.00 | -14.3% |
| 163 | RGTI | RIGETTI COMPUTING INC | Technology | 100.0 | $3K | 0.00% | NEW | — | $29.79 | -17.4% |
| 164 | NKE | NIKE INC CL B | Consumer Cyclical | 41.0 | $3K | 0.00% | NEW | — | $69.22 | -33.6% |
| 165 | IWP | ISHARES TR RUS MD CP GR ETF | — | 18.0 | $3K | 0.00% | NEW | — | $142.94 | -1.6% |
| 166 | QBTS | D-WAVE QUANTUM INC | Technology | 100.0 | $2K | 0.00% | NEW | — | $24.71 | +11.2% |
| 167 | VIS | VANGUARD WORLD FD INDUSTRIAL ETF | — | 8.0 | $2K | 0.00% | NEW | — | $299.88 | +14.2% |
| 168 | GEV | GE VERNOVA INC | Utilities | 3.0 | $2K | 0.00% | NEW | — | $615.67 | +67.6% |
| 169 | — | BLOCK INC CL A | — | 5.0 | $362.0 | — | NEW | — | $72.40 | — |
| 170 | CRON | CRONOS GROUP INC | Healthcare | 100.0 | $278.0 | — | NEW | — | $2.78 | -2.2% |
| 171 | LCID | LUCID GROUP INC | Consumer Cyclical | 10.0 | $238.0 | — | NEW | — | $23.80 | -73.7% |
| 172 | WBD | WARNER BROS DISCOVERY INC SER A | Communication Services | 3.0 | $59.0 | — | NEW | — | $19.67 | +37.3% |
| 173 | — | CANOPY GROWTH CORP | — | 2.0 | $3.0 | — | NEW | — | $1.50 | — |
| 174 | IJH | ISHARES TR CORE S&P MCP ETF | — | — | $2.0 | — | NEW | — | — | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.5%
Financial Services
14.5%
Industrials
13.2%
Communication Services
10.6%
Consumer Cyclical
10.6%
Consumer Defensive
9.2%
Healthcare
7.2%
Utilities
0.5%
Real Estate
0.4%
Energy
0.3%