Tower Wealth Partners

Tower Wealth Partners as of March 31, 2021

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 49 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Victoryshares Us Multi-factor Minimum Volatility Etf Etf (VSMV) 13.3 $10M 287k 36.00
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 12.7 $9.9M 61k 160.85
Ishares Tips Bond Etf Etf (TIP) 12.1 $9.4M 75k 125.50
Vanguard Extended Market Index Fund Etf (VXF) 10.2 $7.9M 45k 176.92
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 8.1 $6.3M 119k 52.83
Vanguard Small-cap Index Fund Etf (VB) 6.6 $5.1M 24k 214.07
First Trust Managed Municipal Etf Etf (FMB) 4.7 $3.6M 64k 56.44
Vanguard Total Bond Market Index Fund Etf (BND) 2.6 $2.0M 24k 84.71
Apple Stock (AAPL) 2.3 $1.8M 15k 122.16
Home Depot Stock (HD) 1.7 $1.3M 4.2k 305.14
Ppl Corp Stock (PPL) 1.6 $1.2M 43k 28.84
Invesco Qqq Trust Etf (QQQ) 1.5 $1.2M 3.6k 319.27
Ishares Core S&p 500 Etf Etf (IVV) 1.4 $1.1M 2.8k 397.76
Van Eck Merk Gold Trust Etf (OUNZ) 1.3 $1.0M 62k 16.63
Exxon Mobil Corp Stock (XOM) 1.2 $950k 17k 55.85
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.2 $893k 24k 37.90
Johnson & Johnson Stock (JNJ) 1.0 $784k 4.8k 164.43
At&t Stock (T) 0.9 $728k 24k 30.27
Microsoft Corp Stock (MSFT) 0.9 $713k 3.0k 235.70
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.8 $644k 21k 30.67
Amazon Stock (AMZN) 0.8 $625k 202.00 3094.06
Ishares S&p Small-cap Fund Etf (IJR) 0.8 $611k 5.6k 108.56
Procter And Gamble Stock (PG) 0.7 $533k 3.9k 135.55
Vanguard Total Stock Market Index Fund Etf (VTI) 0.7 $522k 2.5k 206.73
Ishares Msci Usa Min Vol Factor Etf Etf (USMV) 0.6 $493k 7.1k 69.13
Mcdonalds Corp Stock (MCD) 0.6 $468k 2.1k 224.14
Visa Inc Com Cl A Stock (V) 0.6 $466k 2.2k 211.82
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.6 $460k 1.8k 255.56
Unitedhealth Group Stock (UNH) 0.6 $454k 1.2k 372.13
Essential Utils Stock (WTRG) 0.6 $436k 9.7k 44.78
Chevron Corp Stock (CVX) 0.6 $431k 4.1k 104.74
Verizon Communications Stock (VZ) 0.5 $412k 7.1k 58.15
iShares Edge MSCI Min Vol USA Small Cap Etf (SMMV) 0.5 $400k 11k 36.81
Ishares Government/credit Bond Etf Etf (GBF) 0.5 $379k 3.2k 119.82
Honeywell Intl Stock (HON) 0.4 $329k 1.5k 217.16
Ishares 7-10 Year Treasury Bond Etf Etf (IEF) 0.4 $325k 2.9k 113.00
Tri Contl Corp Cef (TY) 0.4 $310k 9.6k 32.45
Ishares U.s. Real Estate Etf Etf (IYR) 0.4 $308k 3.4k 91.89
Salesforce Stock (CRM) 0.4 $301k 1.4k 211.67
Nike Inc Cl B Stock (NKE) 0.4 $290k 2.2k 133.03
Goldman Sachs Group Stock (GS) 0.4 $284k 867.00 327.57
Weis Mkts Stock (WMK) 0.4 $283k 5.0k 56.57
Jpmorgan Chase & Co Stock (JPM) 0.3 $262k 1.7k 152.41
3M Stock (MMM) 0.3 $240k 1.2k 192.77
Nextera Energy Stock (NEE) 0.3 $239k 3.2k 75.68
Merck & Co Stock (MRK) 0.3 $236k 3.1k 77.25
Air Prods & Chems Stock (APD) 0.3 $230k 819.00 280.83
Lockheed Martin Corp Stock (LMT) 0.3 $205k 555.00 369.37
F N B Corp Stock (FNB) 0.2 $182k 14k 12.71