Tower Wealth Partners

Tower Wealth Partners as of Sept. 30, 2021

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 49 positions in its portfolio as reported in the September 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) 16.1 $15M 399k 38.22
Vanguard Extended Market Index Fund Etf (VXF) 13.5 $13M 70k 182.36
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 12.1 $11M 65k 175.60
Ishares Tips Bond Etf Etf (TIP) 10.9 $10M 81k 127.69
Vanguard Small-cap Index Fund Etf (VB) 9.6 $9.1M 42k 218.68
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 7.5 $7.1M 133k 53.55
First Trust Managed Municipal Etf Etf (FMB) 4.2 $4.0M 70k 56.79
Apple Stock (AAPL) 2.1 $2.0M 14k 141.51
Vanguard Total Bond Market Index Fund Etf (BND) 2.1 $2.0M 23k 85.46
Invesco Qqq Trust Etf (QQQ) 1.3 $1.3M 3.5k 358.04
Home Depot Stock (HD) 1.3 $1.2M 3.7k 328.22
Ishares Core S&p 500 Etf Etf (IVV) 1.2 $1.2M 2.7k 430.88
Ppl Corp Stock (PPL) 1.2 $1.1M 40k 27.88
Van Eck Merk Gold Trust Etf (OUNZ) 1.1 $1.1M 62k 17.09
Exxon Mobil Corp Stock (XOM) 1.1 $1.0M 17k 58.84
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.0 $924k 24k 39.02
Microsoft Corp Stock (MSFT) 0.9 $867k 3.1k 281.86
Johnson & Johnson Stock (JNJ) 0.8 $755k 4.7k 161.50
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.7 $641k 21k 30.61
Ishares S&p Small-cap Fund Etf (IJR) 0.7 $620k 5.7k 109.25
Procter And Gamble Stock (PG) 0.6 $545k 3.9k 139.74
Unitedhealth Group Stock (UNH) 0.6 $532k 1.4k 390.60
Vanguard Total Stock Market Index Fund Etf (VTI) 0.6 $532k 2.4k 221.85
Mcdonalds Corp Stock (MCD) 0.6 $523k 2.2k 241.24
At&t Stock (T) 0.5 $518k 19k 27.01
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $491k 1.8k 272.78
Essential Utils Stock (WTRG) 0.5 $449k 9.7k 46.11
Amazon Stock (AMZN) 0.5 $443k 135.00 3281.48
Chevron Corp Stock (CVX) 0.5 $432k 4.3k 101.53
Visa Inc Com Cl A Stock (V) 0.4 $393k 1.8k 222.54
Ishares Government/credit Bond Etf Etf (GBF) 0.4 $382k 3.1k 121.81
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.4 $382k 7.5k 50.76
Verizon Communications Stock (VZ) 0.4 $357k 6.6k 53.94
Ishares U.s. Real Estate Etf Etf (IYR) 0.4 $340k 3.3k 102.50
Merck & Co Stock (MRK) 0.3 $331k 4.4k 75.04
Honeywell Intl Stock (HON) 0.3 $327k 1.5k 212.48
Tri Contl Corp Cef (TY) 0.3 $327k 9.8k 33.40
Goldman Sachs Group Stock (GS) 0.3 $294k 777.00 378.38
Jpmorgan Chase & Co Stock (JPM) 0.3 $290k 1.8k 163.47
Weis Mkts Stock (WMK) 0.3 $263k 5.0k 52.57
Nextera Energy Stock (NEE) 0.3 $257k 3.3k 78.67
Nike Inc Cl B Stock (NKE) 0.2 $236k 1.6k 145.41
Oneok Stock (OKE) 0.2 $235k 4.1k 57.90
Medtronic Stock (MDT) 0.2 $232k 1.8k 125.47
3M Stock (MMM) 0.2 $225k 1.3k 175.10
Salesforce Stock (CRM) 0.2 $224k 825.00 271.52
Air Prods & Chems Stock (APD) 0.2 $213k 833.00 255.70
F N B Corp Stock (FNB) 0.2 $207k 18k 11.59
Newmont Corp Stock (NEM) 0.2 $204k 3.8k 54.33