Tower Wealth Partners

Tower Wealth Partners as of Dec. 31, 2021

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 49 positions in its portfolio as reported in the December 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) 17.6 $17M 413k 42.10
Vanguard Extended Market Index Fund Etf (VXF) 13.7 $14M 74k 182.86
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 11.9 $12M 64k 181.81
Ishares Tips Bond Etf Etf (TIP) 10.6 $10M 81k 129.20
Vanguard Small-cap Index Fund Etf (VB) 10.0 $9.9M 44k 226.01
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 6.1 $6.0M 114k 53.21
First Trust Managed Municipal Etf Etf (FMB) 3.3 $3.3M 58k 56.97
Apple Stock (AAPL) 2.5 $2.4M 14k 177.57
Vanguard Total Bond Market Index Fund Etf (BND) 2.0 $2.0M 23k 84.75
Home Depot Stock (HD) 1.6 $1.6M 3.9k 415.03
Invesco Qqq Trust Etf (QQQ) 1.4 $1.4M 3.5k 397.92
Ishares Core S&p 500 Etf Etf (IVV) 1.3 $1.3M 2.7k 477.08
Ppl Corp Stock (PPL) 1.3 $1.2M 41k 30.07
Van Eck Merk Gold Trust Etf (OUNZ) 1.1 $1.1M 62k 17.78
Exxon Mobil Corp Stock (XOM) 1.1 $1.0M 17k 61.20
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.0 $990k 24k 42.00
Microsoft Corp Stock (MSFT) 0.9 $878k 2.6k 336.14
Unitedhealth Group Stock (UNH) 0.7 $672k 1.3k 502.24
Johnson & Johnson Stock (JNJ) 0.7 $669k 3.9k 170.97
Ishares S&p Small-cap Fund Etf (IJR) 0.7 $648k 5.7k 114.49
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.6 $637k 21k 30.41
Vanguard Total Stock Market Index Fund Etf (VTI) 0.6 $579k 2.4k 241.45
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $538k 1.8k 298.89
Procter And Gamble Stock (PG) 0.5 $529k 3.2k 163.57
Chevron Corp Stock (CVX) 0.5 $498k 4.2k 117.45
Essential Utils Stock (WTRG) 0.5 $489k 9.1k 53.65
Mcdonalds Corp Stock (MCD) 0.5 $488k 1.8k 268.13
At&t Stock (T) 0.5 $472k 19k 24.61
Amazon Stock (AMZN) 0.5 $450k 135.00 3333.33
Ishares Government/credit Bond Etf Etf (GBF) 0.4 $382k 3.1k 121.58
Ishares U.s. Real Estate Etf Etf (IYR) 0.4 $380k 3.3k 116.10
Visa Inc Com Cl A Stock (V) 0.4 $366k 1.7k 216.44
Tri Contl Corp Cef (TY) 0.4 $362k 11k 33.23
Nike Inc Cl B Stock (NKE) 0.4 $354k 2.1k 166.75
United Parcel Service Inc Cl B Stock (UPS) 0.4 $349k 1.6k 214.11
Jpmorgan Chase & Co Stock (JPM) 0.3 $340k 2.1k 158.36
Weis Mkts Stock (WMK) 0.3 $330k 5.0k 65.96
Goldman Sachs Group Stock (GS) 0.3 $299k 782.00 382.35
Nextera Energy Stock (NEE) 0.3 $294k 3.2k 93.33
Honeywell Intl Stock (HON) 0.3 $283k 1.4k 208.70
Merck & Co Stock (MRK) 0.3 $262k 3.4k 76.74
Automatic Data Processing Stock (ADP) 0.2 $245k 993.00 246.73
Air Prods & Chems Stock (APD) 0.2 $243k 800.00 303.75
Verizon Communications Stock (VZ) 0.2 $242k 4.7k 51.88
Oneok Stock (OKE) 0.2 $235k 4.0k 58.84
Cisco Sys Stock (CSCO) 0.2 $226k 3.6k 63.32
F N B Corp Stock (FNB) 0.2 $217k 18k 12.15
Salesforce Stock (CRM) 0.2 $210k 825.00 254.55
Caterpillar Stock (CAT) 0.2 $202k 975.00 207.18