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, JAAA, and represent 45.36% of Tower Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: AXP, AVGO, APD, ACN, MSI, IRM, AZN, TSM, APO, WEC.
- Started 11 new stock positions in APD, IRM, WMB, WEC, TDG, MSI, APO, AZN, TSM, AXP. ACN.
- Reduced shares in these 10 stocks: QCOM, BIL, MRK, V, MCD, AAPL, STIP, GOOGL, VSMV, SPYG.
- Sold out of its position in QCOM.
- Tower Wealth Partners was a net buyer of stock by $2.6M.
- Tower Wealth Partners has $172M in assets under management (AUM), dropping by 6.16%.
- Central Index Key (CIK): 0001852808
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Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 75 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 11.4 | $20M | 405k | 48.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 9.0 | $16M | 249k | 62.32 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 9.0 | $16M | 187k | 82.94 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 8.0 | $14M | 334k | 41.19 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 7.9 | $14M | 267k | 50.88 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 7.5 | $13M | 134k | 95.95 |
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| Ishares Tr Global 100 Etf (IOO) | 7.1 | $12M | 123k | 99.16 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 6.4 | $11M | 371k | 29.89 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 6.2 | $11M | 234k | 45.89 |
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| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 3.3 | $5.7M | 150k | 37.67 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.7 | $3.0M | 30k | 101.32 |
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| Apple (AAPL) | 1.6 | $2.7M | 12k | 233.00 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.4 | $2.4M | 45k | 52.86 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.1M | 4.2k | 488.12 |
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| Procter & Gamble Company (PG) | 1.2 | $2.0M | 12k | 173.20 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $1.9M | 16k | 117.22 |
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| Wisdomtree Tr Intrst Rate Hdge (AGZD) | 0.9 | $1.6M | +2% | 71k | 22.42 |
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| Home Depot (HD) | 0.8 | $1.4M | 3.5k | 405.20 |
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| Microsoft Corporation (MSFT) | 0.8 | $1.3M | +3% | 3.1k | 430.30 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.7 | $1.3M | 51k | 25.39 |
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| PPL Corporation (PPL) | 0.7 | $1.3M | -2% | 38k | 33.08 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.6 | $1.1M | 13k | 81.78 |
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| Amazon (AMZN) | 0.5 | $868k | +4% | 4.7k | 186.33 |
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| Merck & Co (MRK) | 0.4 | $716k | -20% | 6.3k | 113.57 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $703k | 1.5k | 460.26 |
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| Visa Com Cl A (V) | 0.4 | $671k | -14% | 2.4k | 274.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $629k | 2.2k | 283.16 |
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| UnitedHealth (UNH) | 0.4 | $606k | 1.0k | 584.68 |
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| International Business Machines (IBM) | 0.3 | $515k | +14% | 2.3k | 221.08 |
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| McDonald's Corporation (MCD) | 0.3 | $511k | -13% | 1.7k | 304.51 |
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| Goldman Sachs (GS) | 0.3 | $507k | -2% | 1.0k | 495.11 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $490k | 5.0k | 98.12 |
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| Oneok (OKE) | 0.3 | $475k | 5.2k | 91.12 |
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| Johnson & Johnson (JNJ) | 0.3 | $467k | 2.9k | 162.06 |
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| Verizon Communications (VZ) | 0.3 | $459k | -2% | 10k | 44.91 |
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| Chevron Corporation (CVX) | 0.3 | $450k | +3% | 3.1k | 147.27 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $449k | 2.1k | 210.86 |
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| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.3 | $442k | 8.8k | 50.25 |
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| Amgen (AMGN) | 0.3 | $436k | +20% | 1.4k | 322.21 |
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| Caterpillar (CAT) | 0.2 | $429k | -4% | 1.1k | 391.12 |
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| Tri-Continental Corporation (TY) | 0.2 | $424k | 13k | 33.04 |
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| American Express Company (AXP) | 0.2 | $418k | NEW | 1.5k | 271.20 |
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| At&t (T) | 0.2 | $416k | -5% | 19k | 22.00 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $400k | 3.9k | 101.87 |
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| Honeywell International (HON) | 0.2 | $359k | +15% | 1.7k | 206.71 |
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| Costco Wholesale Corporation (COST) | 0.2 | $353k | +5% | 398.00 | 886.52 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $352k | -41% | 3.8k | 91.81 |
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| Quanta Services (PWR) | 0.2 | $335k | +3% | 1.1k | 298.15 |
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| Republic Services (RSG) | 0.2 | $330k | +3% | 1.6k | 200.84 |
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| Wal-Mart Stores (WMT) | 0.2 | $308k | -5% | 3.8k | 80.75 |
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| Broadcom (AVGO) | 0.2 | $307k | +946% | 1.8k | 172.50 |
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| Automatic Data Processing (ADP) | 0.2 | $292k | +3% | 1.1k | 276.73 |
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| Abbvie (ABBV) | 0.2 | $282k | 1.4k | 197.48 |
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| Air Products & Chemicals (APD) | 0.2 | $266k | NEW | 892.00 | 297.74 |
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| Essential Utils (WTRG) | 0.2 | $263k | 6.8k | 38.57 |
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| Weis Markets (WMK) | 0.2 | $260k | 3.8k | 68.93 |
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| Freeport-mcmoran CL B (FCX) | 0.2 | $258k | +12% | 5.2k | 49.92 |
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| TJX Companies (TJX) | 0.1 | $251k | -9% | 2.1k | 117.54 |
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| Cme (CME) | 0.1 | $244k | 1.1k | 220.65 |
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| salesforce (CRM) | 0.1 | $241k | 880.00 | 273.71 |
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| Kla Corp Com New (KLAC) | 0.1 | $240k | +6% | 310.00 | 774.41 |
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| Watsco, Incorporated (WSO) | 0.1 | $237k | 482.00 | 491.88 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $231k | NEW | 653.00 | 353.48 |
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| Motorola Solutions Com New (MSI) | 0.1 | $227k | NEW | 505.00 | 449.63 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $227k | +544% | 1.4k | 159.45 |
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| Iron Mountain (IRM) | 0.1 | $226k | NEW | 1.9k | 118.83 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $223k | NEW | 2.9k | 77.91 |
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| AmerisourceBergen (COR) | 0.1 | $223k | +6% | 989.00 | 225.08 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $219k | NEW | 1.3k | 173.67 |
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| Apollo Global Mgmt (APO) | 0.1 | $209k | NEW | 1.7k | 124.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $205k | -16% | 1.2k | 165.85 |
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| Wec Energy Group (WEC) | 0.1 | $203k | NEW | 2.1k | 96.18 |
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| United Parcel Service CL B (UPS) | 0.1 | $203k | 1.5k | 136.34 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $201k | NEW | 141.00 | 1427.13 |
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| Williams Companies (WMB) | 0.1 | $201k | NEW | 4.4k | 45.65 |
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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 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
- 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