Tower Wealth Partners

Tower Wealth Partners as of Dec. 31, 2020

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 44 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 13.6 $12M 99k 119.95
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 12.8 $11M 165k 67.88
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 11.3 $9.9M 61k 161.29
Victoryshares Us Multi-factor Minimum Volatility Etf Etf (VSMV) 11.3 $9.8M 289k 34.01
iShares Edge MSCI Min Vol USA Small Cap Etf (SMMV) 8.9 $7.8M 230k 33.89
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 6.8 $5.9M 108k 54.73
Ishares Core S&p 500 Etf Etf (IVV) 5.9 $5.2M 14k 375.36
Vanguard Total Bond Market Index Fund Etf (BND) 5.0 $4.4M 50k 88.19
First Trust Managed Municipal Etf Etf (FMB) 4.3 $3.7M 66k 56.73
Apple Stock (AAPL) 2.1 $1.8M 14k 132.71
Ppl Corp Stock (PPL) 1.5 $1.3M 46k 28.21
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 1.3 $1.2M 38k 30.70
Van Eck Merk Gold Trust Etf (OUNZ) 1.2 $1.1M 58k 18.53
Home Depot Stock (HD) 0.9 $787k 3.0k 265.52
Exxon Mobil Corp Stock (XOM) 0.8 $703k 17k 41.24
At&t Stock (T) 0.8 $700k 24k 28.75
Microsoft Corp Stock (MSFT) 0.7 $639k 2.9k 222.26
Procter And Gamble Stock (PG) 0.7 $634k 4.6k 139.13
Amazon Stock (AMZN) 0.7 $622k 191.00 3256.54
Johnson & Johnson Stock (JNJ) 0.7 $616k 3.9k 157.42
Essential Utils Stock (WTRG) 0.6 $519k 11k 47.27
Vanguard Total Stock Market Index Fund Etf (VTI) 0.6 $491k 2.5k 194.46
Visa Inc Com Cl A Stock (V) 0.5 $444k 2.0k 218.72
Verizon Communications Stock (VZ) 0.5 $420k 7.1k 58.81
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $417k 1.8k 231.67
Mcdonalds Corp Stock (MCD) 0.5 $410k 1.9k 214.32
Ishares Government/credit Bond Etf Etf (GBF) 0.4 $378k 3.0k 125.92
Unitedhealth Group Stock (UNH) 0.4 $342k 975.00 350.77
Invesco Qqq Trust Etf (QQQ) 0.4 $333k 1.1k 313.56
Chevron Corp Stock (CVX) 0.4 $320k 3.8k 84.32
Salesforce Stock (CRM) 0.4 $316k 1.4k 222.22
Tri Contl Corp Cef (TY) 0.3 $279k 9.5k 29.43
Nike Inc Cl B Stock (NKE) 0.3 $268k 1.9k 141.72
Ishares U.s. Real Estate Etf Etf (IYR) 0.3 $257k 3.0k 85.58
Merck & Co Stock (MRK) 0.3 $249k 3.0k 81.67
Caterpillar Stock (CAT) 0.3 $245k 1.3k 182.16
Nextera Energy Stock (NEE) 0.3 $243k 3.2k 77.00
Weis Mkts Stock (WMK) 0.3 $239k 5.0k 47.77
Union Pac Corp Stock (UNP) 0.3 $236k 1.1k 208.30
Air Prods & Chems Stock (APD) 0.3 $235k 861.00 272.94
Goldman Sachs Group Stock (GS) 0.3 $234k 887.00 263.81
Jpmorgan Chase & Co Stock (JPM) 0.3 $234k 1.8k 126.90
Honeywell Intl Stock (HON) 0.3 $219k 1.0k 212.62
F N B Corp Stock (FNB) 0.2 $136k 14k 9.50