Tower Wealth Partners
Latest statistics and disclosures from Tower Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSMV, IJH, SPYG, DIVO, AVUV, and represent 46.60% of Tower Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$12M), PG, WMT, FTSL, BLDR, AAPL, AMGN, ABBV, JAAA, VSMV.
- Started 3 new stock positions in BLDR, AMGN, ABBV.
- Reduced shares in these 10 stocks: , JNJ, AVGO, JPM, BRK.B, WMK, MRK, FMB, CME, ADP.
- Sold out of its position in CSCO.
- Tower Wealth Partners was a net buyer of stock by $16M.
- Tower Wealth Partners has $154M in assets under management (AUM), dropping by 8.81%.
- Central Index Key (CIK): 0001852808
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Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 58 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 11.6 | $18M | 397k | 45.24 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.9 | $15M | +403% | 252k | 60.74 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 8.7 | $13M | 183k | 73.15 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 8.3 | $13M | 329k | 38.88 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 8.0 | $12M | 132k | 93.71 |
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| Ishares Tr Global 100 Etf (IOO) | 7.2 | $11M | 124k | 89.41 |
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| First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR) | 6.6 | $10M | 362k | 27.96 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 6.4 | $9.9M | +2% | 194k | 50.74 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 5.9 | $9.1M | +3% | 198k | 46.21 |
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| Dbx Etf Tr Xtrack Msci Emrg (DBEM) | 3.3 | $5.0M | 210k | 23.92 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.4 | $3.7M | +2% | 37k | 99.43 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.4 | $2.2M | +4% | 43k | 50.10 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.3 | $2.1M | 40k | 51.36 |
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| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 1.3 | $2.0M | +3% | 91k | 22.08 |
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| Procter & Gamble Company (PG) | 1.2 | $1.9M | +139% | 12k | 162.25 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $1.9M | 16k | 116.24 |
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| Apple (AAPL) | 1.2 | $1.8M | +15% | 11k | 171.48 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $1.7M | +2% | 3.8k | 444.01 |
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| Home Depot (HD) | 0.8 | $1.3M | +3% | 3.4k | 383.60 |
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| Vaneck Merk Gold Tr Gold Trust (OUNZ) | 0.8 | $1.2M | 55k | 21.48 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.1M | 2.7k | 420.72 |
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| PPL Corporation (PPL) | 0.7 | $1.1M | 39k | 27.53 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.6 | $958k | +5% | 12k | 78.56 |
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| Merck & Co (MRK) | 0.5 | $819k | -5% | 6.2k | 131.94 |
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| Visa Com Cl A (V) | 0.5 | $698k | +6% | 2.5k | 279.08 |
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| Amazon (AMZN) | 0.4 | $668k | +10% | 3.7k | 180.38 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $652k | 6.9k | 94.66 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $643k | -16% | 1.5k | 420.52 |
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| Chevron Corporation (CVX) | 0.4 | $588k | +3% | 3.7k | 157.74 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $577k | 2.2k | 259.90 |
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| McDonald's Corporation (MCD) | 0.4 | $556k | 2.0k | 281.95 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $523k | +13% | 5.7k | 91.80 |
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| UnitedHealth (UNH) | 0.3 | $519k | +7% | 1.1k | 494.70 |
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| Goldman Sachs (GS) | 0.3 | $473k | +3% | 1.1k | 417.69 |
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| Wal-Mart Stores (WMT) | 0.3 | $419k | +220% | 7.0k | 60.17 |
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| Oneok (OKE) | 0.3 | $411k | 5.1k | 80.17 |
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| Verizon Communications (VZ) | 0.3 | $403k | 9.6k | 41.96 |
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| Ishares Tr Gov/cred Bd Etf (GBF) | 0.3 | $401k | +4% | 3.9k | 103.54 |
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| Johnson & Johnson (JNJ) | 0.3 | $393k | -31% | 2.5k | 158.19 |
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| International Business Machines (IBM) | 0.3 | $390k | +25% | 2.0k | 190.96 |
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| Tri-Continental Corporation (TY) | 0.2 | $385k | 13k | 30.80 |
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| Caterpillar (CAT) | 0.2 | $382k | +13% | 1.0k | 366.43 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $354k | -28% | 1.8k | 200.30 |
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| At&t (T) | 0.2 | $352k | 20k | 17.60 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $338k | +3% | 3.8k | 89.90 |
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| Cme (CME) | 0.2 | $336k | -4% | 1.6k | 215.29 |
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| Quanta Services (PWR) | 0.2 | $270k | +6% | 1.0k | 259.80 |
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| Builders FirstSource (BLDR) | 0.2 | $264k | NEW | 1.3k | 208.55 |
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| salesforce (CRM) | 0.2 | $262k | 870.00 | 301.18 |
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| Republic Services (RSG) | 0.2 | $246k | 1.3k | 191.44 |
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| Weis Markets (WMK) | 0.2 | $243k | -24% | 3.8k | 64.40 |
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| Automatic Data Processing (ADP) | 0.2 | $237k | -4% | 950.00 | 249.74 |
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| Broadcom (AVGO) | 0.2 | $235k | -41% | 177.00 | 1325.41 |
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| Essential Utils (WTRG) | 0.2 | $233k | 6.3k | 37.05 |
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| Amgen (AMGN) | 0.1 | $225k | NEW | 791.00 | 284.32 |
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| Abbvie (ABBV) | 0.1 | $222k | NEW | 1.2k | 182.10 |
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| United Parcel Service CL B (UPS) | 0.1 | $222k | +2% | 1.5k | 148.63 |
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| Watsco, Incorporated (WSO) | 0.1 | $209k | -3% | 483.00 | 431.97 |
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Past Filings by Tower Wealth Partners
SEC 13F filings are viewable for Tower Wealth Partners going back to 2020
- Tower Wealth Partners 2024 Q1 filed April 18, 2024
- Tower Wealth Partners 2023 Q4 filed Jan. 22, 2024
- Tower Wealth Partners 2023 Q3 filed Oct. 25, 2023
- Tower Wealth Partners 2023 Q2 filed July 31, 2023
- Tower Wealth Partners 2023 Q1 filed May 4, 2023
- Tower Wealth Partners 2022 Q4 filed Jan. 31, 2023
- Tower Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Tower Wealth Partners 2022 Q2 filed Aug. 15, 2022
- Tower Wealth Partners 2022 Q1 filed April 15, 2022
- Tower Wealth Partners 2021 Q4 filed Feb. 11, 2022
- Tower Wealth Partners 2021 Q3 filed Nov. 15, 2021
- Tower Wealth Partners 2021 Q2 filed Aug. 12, 2021
- Tower Wealth Partners 2021 Q1 filed May 17, 2021
- Tower Wealth Partners 2020 Q4 filed April 9, 2021