Portfolio (Quarterly)
Guide ↗
Tower View Wealth Management LLC
· CIK 0001729045| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HDB | HDFC BANK LTD SPONSORED ADS | Financial Services | 88,600 | $3.0M | 1.57% | SOLD |
| 2 | MKC | MCCORMICK & CO INC NON VTG | Consumer Defensive | 5,963 | $399K | 0.21% | SOLD |
| 3 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 848 | $249K | 0.13% | SOLD |
| 4 | TXN | TEXAS INSTRS INC | Technology | 1,000 | $184K | 0.10% | SOLD |
| 5 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 5 | $12K | 0.01% | SOLD |
| 6 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 2 | $11K | 0.01% | SOLD |
| 7 | SHOP | SHOPIFY INC CL A SUB VTG SHS | Technology | 50 | $7K | 0.00% | SOLD |
| 8 | MDB | MONGODB INC CL A | Technology | 15 | $5K | 0.00% | SOLD |
| 9 | PAYX | PAYCHEX INC | Industrials | 33 | $4K | 0.00% | SOLD |
| 10 | CPRT | COPART INC | Industrials | 88 | $4K | 0.00% | SOLD |
| 11 | — | BLOCK INC CL A | — | 5 | $362.0 | — | SOLD |
| 12 | IJH | ISHARES TR CORE S&P MCP ETF | — | — | $2.0 | — | SOLD |
Sector Allocation
Technology
35.4%
Industrials
14.2%
Financial Services
13.9%
Healthcare
10.3%
Consumer Cyclical
8.8%
Consumer Defensive
8.5%
Communication Services
7.6%
Utilities
0.5%
Real Estate
0.4%
Energy
0.2%