Tower Wealth Partners
Latest statistics and disclosures from Tower Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSMV, SPYG, RECS, IJH, JAAA, and represent 52.89% of Tower Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: HOOD, GLW, META, RDDT, AEM, EME, APP, NVS, RY, UBER.
- Started 10 new stock positions in NVS, GLW, APP, RY, UBER, AEM, HOOD, MA, RDDT, EME.
- Reduced shares in these 10 stocks: APO, BRO, , MDT, DRI, TXN, SPYG, COST, XOM, AVGO.
- Sold out of its positions in APO, BRO, DRI, KMI, TXN, MDT.
- Tower Wealth Partners was a net buyer of stock by $2.3M.
- Tower Wealth Partners has $182M in assets under management (AUM), dropping by 7.61%.
- Central Index Key (CIK): 0001852808
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Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 90 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 12.3 | $22M | 416k | 53.66 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 11.5 | $21M | 201k | 104.51 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 11.0 | $20M | 495k | 40.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.1 | $17M | 253k | 65.26 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 9.1 | $17M | 325k | 50.78 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 6.4 | $12M | 351k | 33.42 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 6.0 | $11M | 247k | 44.57 |
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| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 3.4 | $6.3M | 161k | 38.85 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.8 | $3.2M | +7% | 70k | 46.24 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $3.2M | +5% | 9.8k | 328.17 |
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| Apple (AAPL) | 1.6 | $2.8M | +5% | 11k | 254.63 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 1.5 | $2.8M | +7% | 51k | 55.33 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $2.6M | +4% | 4.3k | 600.37 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.0 | $1.9M | +5% | 51k | 37.19 |
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| Procter & Gamble Company (PG) | 0.9 | $1.7M | 11k | 153.65 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $1.7M | -10% | 15k | 112.75 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.6M | 19k | 82.96 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.5M | 3.0k | 517.98 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $1.5M | +4% | 15k | 99.53 |
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| Home Depot (HD) | 0.8 | $1.4M | -2% | 3.4k | 405.19 |
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| PPL Corporation (PPL) | 0.7 | $1.3M | 36k | 37.16 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.7 | $1.3M | +8% | 15k | 85.34 |
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| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.7 | $1.2M | +7% | 23k | 53.99 |
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| Amazon (AMZN) | 0.7 | $1.2M | +2% | 5.5k | 219.57 |
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| Meta Platforms Cl A (META) | 0.5 | $984k | +39% | 1.3k | 734.38 |
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| American Express Company (AXP) | 0.4 | $797k | +8% | 2.4k | 332.16 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $793k | 1.6k | 502.74 |
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| Visa Com Cl A (V) | 0.4 | $693k | 2.0k | 341.38 |
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| Goldman Sachs (GS) | 0.4 | $687k | 862.00 | 796.35 |
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| International Business Machines (IBM) | 0.4 | $684k | -7% | 2.4k | 282.16 |
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| McDonald's Corporation (MCD) | 0.4 | $674k | +6% | 2.2k | 303.89 |
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| At&t (T) | 0.3 | $632k | +2% | 22k | 28.24 |
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| Johnson & Johnson (JNJ) | 0.3 | $561k | +3% | 3.0k | 185.42 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $559k | -11% | 1.8k | 315.43 |
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| TJX Companies (TJX) | 0.3 | $534k | +5% | 3.7k | 144.54 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $532k | +6% | 1.9k | 279.29 |
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| Amphenol Corp Cl A (APH) | 0.3 | $526k | +2% | 4.3k | 123.75 |
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| Broadcom (AVGO) | 0.3 | $521k | -19% | 1.6k | 329.91 |
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| Caterpillar (CAT) | 0.3 | $520k | -9% | 1.1k | 477.15 |
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| Chevron Corporation (CVX) | 0.3 | $505k | +10% | 3.3k | 155.29 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $498k | -11% | 3.0k | 167.33 |
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| Cme (CME) | 0.3 | $494k | +9% | 1.8k | 270.19 |
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| Merck & Co (MRK) | 0.3 | $494k | +4% | 5.9k | 83.93 |
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| Tri-Continental Corporation (TY) | 0.3 | $491k | 14k | 34.00 |
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| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.3 | $477k | 9.5k | 50.44 |
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| Verizon Communications (VZ) | 0.3 | $461k | 11k | 43.95 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.2 | $433k | +33% | 4.7k | 91.75 |
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| NVIDIA Corporation (NVDA) | 0.2 | $422k | +3% | 2.3k | 186.58 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $416k | +7% | 4.3k | 97.08 |
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| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.2 | $416k | +7% | 8.6k | 48.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $409k | -4% | 1.7k | 243.10 |
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| Flex Ord (FLEX) | 0.2 | $405k | +3% | 7.0k | 57.97 |
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| Oneok (OKE) | 0.2 | $401k | 5.5k | 72.96 |
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| Republic Services (RSG) | 0.2 | $390k | 1.7k | 229.48 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $373k | +2% | 761.00 | 490.38 |
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| Abbvie (ABBV) | 0.2 | $363k | +2% | 1.6k | 231.54 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $333k | +17% | 1.8k | 182.42 |
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| Williams Companies (WMB) | 0.2 | $324k | -6% | 5.1k | 63.35 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.2 | $318k | NEW | 2.2k | 143.18 |
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| Corning Incorporated (GLW) | 0.2 | $314k | NEW | 3.8k | 82.03 |
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| Amgen (AMGN) | 0.2 | $309k | 1.1k | 282.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $303k | +3% | 452.00 | 669.30 |
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| Sea Sponsord Ads (SE) | 0.2 | $294k | +3% | 1.6k | 178.73 |
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| Costco Wholesale Corporation (COST) | 0.2 | $290k | -40% | 313.00 | 925.63 |
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| Automatic Data Processing (ADP) | 0.2 | $277k | +5% | 942.00 | 293.50 |
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| PNC Financial Services (PNC) | 0.1 | $273k | 1.4k | 200.93 |
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| Wec Energy Group (WEC) | 0.1 | $268k | 2.3k | 114.59 |
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| Ralph Lauren Corp Cl A (RL) | 0.1 | $264k | +3% | 843.00 | 313.56 |
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| Honeywell International (HON) | 0.1 | $260k | -20% | 1.2k | 210.50 |
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| Reddit Cl A (RDDT) | 0.1 | $260k | NEW | 1.1k | 229.99 |
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| Agnico (AEM) | 0.1 | $259k | NEW | 1.5k | 168.56 |
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| Emcor (EME) | 0.1 | $259k | NEW | 398.00 | 649.54 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $258k | +3% | 3.6k | 70.98 |
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| F5 Networks (FFIV) | 0.1 | $257k | +3% | 794.00 | 323.19 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $252k | NEW | 350.00 | 718.54 |
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| Weis Markets (WMK) | 0.1 | $250k | -4% | 3.5k | 71.87 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $247k | +4% | 187.00 | 1318.02 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $246k | 2.0k | 123.72 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $240k | NEW | 1.9k | 128.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $239k | -5% | 967.00 | 246.60 |
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| Coca-Cola Company (KO) | 0.1 | $232k | 3.5k | 66.32 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $231k | +2% | 715.00 | 323.58 |
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| Essential Utils (WTRG) | 0.1 | $225k | -5% | 5.6k | 39.90 |
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| Rbc Cad (RY) | 0.1 | $220k | NEW | 1.5k | 147.32 |
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| Cardinal Health (CAH) | 0.1 | $215k | +2% | 1.4k | 156.96 |
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| Uber Technologies (UBER) | 0.1 | $215k | NEW | 2.2k | 97.97 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $212k | +2% | 1.3k | 159.89 |
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| Air Products & Chemicals (APD) | 0.1 | $211k | 774.00 | 272.72 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $211k | NEW | 370.00 | 568.81 |
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| Watsco, Incorporated (WSO) | 0.1 | $207k | +2% | 513.00 | 404.30 |
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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 2025 Q3 filed Nov. 7, 2025
- Tower Wealth Partners 2025 Q2 filed July 28, 2025
- Tower Wealth Partners 2025 Q1 filed April 11, 2025
- Tower Wealth Partners 2024 Q4 filed Feb. 7, 2025
- Tower Wealth Partners 2024 Q3 filed Oct. 29, 2024
- Tower Wealth Partners 2024 Q2 filed Aug. 9, 2024
- 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