Tower Wealth Partners
Latest statistics and disclosures from Tower Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VSMV, JAAA, SPYG, RECS, IJH, and represent 43.99% of Tower Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: GOOGL, CRWD, IVV, TDG, DUK, AAPL, KMI, RECS, CRM, META.
- Started 5 new stock positions in IVV, CRWD, KMI, TDG, DUK.
- Reduced shares in these 10 stocks: , DECK, , ARES, IRM, , SPYG, V, HON, AMGN.
- Sold out of its positions in ARES, DECK, FCX, IRM, MA, PWR.
- Tower Wealth Partners was a net buyer of stock by $767k.
- Tower Wealth Partners has $187M in assets under management (AUM), dropping by -2.13%.
- Central Index Key (CIK): 0001852808
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Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 10.5 | $20M | 404k | 48.43 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.8 | $16M | 323k | 50.71 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 8.6 | $16M | 200k | 80.37 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 8.4 | $16M | 474k | 33.21 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 7.8 | $15M | 249k | 58.35 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.3 | $12M | 136k | 87.17 |
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| Ishares Tr Global 100 Etf (IOO) | 6.1 | $11M | 119k | 96.29 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 6.1 | $11M | 248k | 45.65 |
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| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 5.5 | $10M | 347k | 29.69 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 5.3 | $9.9M | 244k | 40.77 |
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| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 3.0 | $5.6M | 156k | 35.70 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $3.1M | 68k | 45.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $2.5M | 9.0k | 274.84 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.2 | $2.3M | 45k | 51.07 |
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| Apple (AAPL) | 1.2 | $2.2M | +10% | 10k | 222.13 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.0M | 16k | 118.93 |
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| Procter & Gamble Company (PG) | 1.0 | $1.9M | 11k | 170.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.9M | 4.0k | 468.96 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.6M | +2% | 19k | 82.73 |
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| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.8 | $1.5M | 51k | 30.14 |
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| PPL Corporation (PPL) | 0.7 | $1.3M | -3% | 36k | 36.11 |
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| Home Depot (HD) | 0.7 | $1.3M | 3.5k | 366.49 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.1M | -6% | 3.0k | 375.39 |
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| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.6 | $1.1M | 13k | 80.65 |
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| Amazon (AMZN) | 0.5 | $993k | +6% | 5.2k | 190.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $814k | 1.5k | 532.58 |
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| Visa Com Cl A (V) | 0.4 | $709k | -18% | 2.0k | 350.46 |
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| International Business Machines (IBM) | 0.3 | $622k | +5% | 2.5k | 248.66 |
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| American Express Company (AXP) | 0.3 | $598k | +18% | 2.2k | 269.05 |
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| At&t (T) | 0.3 | $584k | +9% | 21k | 28.28 |
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| McDonald's Corporation (MCD) | 0.3 | $577k | +19% | 1.8k | 312.37 |
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| Goldman Sachs (GS) | 0.3 | $545k | 998.00 | 546.29 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $541k | +7% | 5.9k | 91.73 |
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| Oneok (OKE) | 0.3 | $539k | +3% | 5.4k | 99.21 |
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| Chevron Corporation (CVX) | 0.3 | $529k | +3% | 3.2k | 167.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $516k | +107% | 3.3k | 154.64 |
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| UnitedHealth (UNH) | 0.3 | $506k | -12% | 966.00 | 523.75 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $499k | -2% | 2.0k | 245.30 |
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| Johnson & Johnson (JNJ) | 0.3 | $476k | 2.9k | 165.84 |
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| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.3 | $469k | 9.4k | 49.84 |
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| Costco Wholesale Corporation (COST) | 0.3 | $468k | +17% | 495.00 | 945.78 |
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| Verizon Communications (VZ) | 0.2 | $447k | -6% | 9.8k | 45.36 |
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| Republic Services (RSG) | 0.2 | $441k | +7% | 1.8k | 242.16 |
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| Cme (CME) | 0.2 | $439k | -10% | 1.7k | 265.29 |
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| Meta Platforms Cl A (META) | 0.2 | $436k | +40% | 757.00 | 576.36 |
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| Tri-Continental Corporation (TY) | 0.2 | $425k | 14k | 30.67 |
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| Merck & Co (MRK) | 0.2 | $420k | -16% | 4.7k | 89.75 |
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| TJX Companies (TJX) | 0.2 | $414k | +2% | 3.4k | 121.80 |
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| salesforce (CRM) | 0.2 | $395k | +69% | 1.5k | 268.36 |
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| Caterpillar (CAT) | 0.2 | $369k | 1.1k | 329.80 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $364k | 3.8k | 95.75 |
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| Honeywell International (HON) | 0.2 | $332k | -29% | 1.6k | 211.75 |
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| Broadcom (AVGO) | 0.2 | $312k | +20% | 1.9k | 167.43 |
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| Abbvie (ABBV) | 0.2 | $311k | +5% | 1.5k | 209.52 |
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| Amgen (AMGN) | 0.2 | $311k | -29% | 998.00 | 311.55 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $310k | +31% | 2.3k | 132.46 |
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| Williams Companies (WMB) | 0.2 | $304k | +10% | 5.1k | 59.76 |
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| Brown & Brown (BRO) | 0.2 | $293k | +19% | 2.4k | 124.40 |
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| Weis Markets (WMK) | 0.2 | $290k | 3.8k | 77.05 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $284k | +16% | 1.7k | 166.00 |
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| Apollo Global Mgmt (APO) | 0.1 | $273k | +14% | 2.0k | 136.94 |
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| Motorola Solutions Com New (MSI) | 0.1 | $261k | +14% | 596.00 | 437.81 |
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| Automatic Data Processing (ADP) | 0.1 | $261k | +2% | 854.00 | 305.53 |
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| Amphenol Corp Cl A (APH) | 0.1 | $260k | +27% | 4.0k | 65.59 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $259k | NEW | 735.00 | 352.58 |
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| Essential Utils (WTRG) | 0.1 | $255k | 6.5k | 39.53 |
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| Watsco, Incorporated (WSO) | 0.1 | $250k | +2% | 492.00 | 508.30 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $246k | NEW | 438.00 | 561.90 |
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| Wec Energy Group (WEC) | 0.1 | $246k | +5% | 2.3k | 108.98 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $237k | NEW | 171.00 | 1383.29 |
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| NVIDIA Corporation (NVDA) | 0.1 | $231k | +28% | 2.1k | 108.38 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $229k | +2% | 2.4k | 95.37 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $225k | NEW | 1.8k | 121.97 |
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| Air Products & Chemicals (APD) | 0.1 | $218k | +6% | 738.00 | 294.92 |
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| Flex Ord (FLEX) | 0.1 | $213k | +16% | 6.4k | 33.08 |
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| Kinder Morgan (KMI) | 0.1 | $210k | NEW | 7.4k | 28.53 |
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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 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
- Tower Wealth Partners 2021 Q3 filed Nov. 15, 2021
- Tower Wealth Partners 2021 Q2 filed Aug. 12, 2021