Tower Wealth Partners

Tower Wealth Partners as of March 31, 2022

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 48 positions in its portfolio as reported in the March 2022 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) 18.7 $17M 415k 41.62
Vanguard Extended Market Index Fund Etf (VXF) 13.7 $13M 76k 165.67
Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 12.1 $11M 66k 168.26
Vanguard Small-cap Index Fund Etf (VB) 10.3 $9.4M 45k 212.52
Ishares Tips Bond Etf Etf (TIP) 8.3 $7.6M 61k 124.56
First Trust Tcw Opportunistic Fixed Income Etf Etf (FIXD) 6.2 $5.7M 115k 49.58
First Trust Managed Municipal Etf Etf (FMB) 3.3 $3.0M 57k 53.06
Apple Stock (AAPL) 2.4 $2.2M 13k 174.60
Vanguard Total Bond Market Index Fund Etf (BND) 2.0 $1.9M 23k 79.55
Exxon Mobil Corp Stock (XOM) 1.5 $1.3M 16k 82.61
Invesco Qqq Trust Etf (QQQ) 1.4 $1.2M 3.4k 362.66
Ishares Core S&p 500 Etf Etf (IVV) 1.3 $1.2M 2.6k 453.72
Ppl Corp Stock (PPL) 1.3 $1.2M 41k 28.56
Van Eck Merk Gold Trust Etf (OUNZ) 1.3 $1.2M 61k 18.84
Home Depot Stock (HD) 1.2 $1.1M 3.7k 299.38
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.1 $978k 23k 41.76
Microsoft Corp Stock (MSFT) 0.8 $716k 2.3k 308.49
Johnson & Johnson Stock (JNJ) 0.8 $699k 3.9k 177.32
Unitedhealth Group Stock (UNH) 0.7 $658k 1.3k 509.68
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $635k 1.8k 352.78
Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.7 $622k 21k 29.66
Ishares S&p Small-cap Fund Etf (IJR) 0.7 $609k 5.6k 107.83
Vanguard Total Stock Market Index Fund Etf (VTI) 0.6 $546k 2.4k 227.69
Chevron Corp Stock (CVX) 0.6 $534k 3.3k 162.85
United Parcel Service Inc Cl B Stock (UPS) 0.5 $503k 2.3k 214.59
Procter And Gamble Stock (PG) 0.5 $500k 3.3k 152.76
At&t Stock (T) 0.5 $461k 20k 23.63
Essential Utils Stock (WTRG) 0.5 $451k 8.8k 51.11
Mcdonalds Corp Stock (MCD) 0.5 $448k 1.8k 247.38
Amazon Stock (AMZN) 0.5 $440k 135.00 3259.26
Merck & Co Stock (MRK) 0.4 $396k 4.8k 82.02
Visa Inc Com Cl A Stock (V) 0.4 $389k 1.8k 221.53
Ishares Government/credit Bond Etf Etf (GBF) 0.4 $358k 3.2k 113.47
Weis Mkts Stock (WMK) 0.4 $357k 5.0k 71.36
Ishares U.s. Real Estate Etf Etf (IYR) 0.4 $352k 3.3k 108.11
Intercontinental Exchange Stock (ICE) 0.4 $344k 2.6k 131.95
Tri Contl Corp Cef (TY) 0.4 $339k 11k 30.85
Oneok Stock (OKE) 0.3 $285k 4.0k 70.63
Goldman Sachs Group Stock (GS) 0.3 $266k 807.00 329.62
Nextera Energy Stock (NEE) 0.3 $263k 3.1k 84.76
Verizon Communications Stock (VZ) 0.3 $258k 5.1k 50.92
Jpmorgan Chase & Co Stock (JPM) 0.3 $236k 1.7k 136.18
Cisco Sys Stock (CSCO) 0.3 $231k 4.1k 55.85
Marathon Pete Corp Stock (MPC) 0.2 $230k 2.7k 85.34
Deere & Co Stock (DE) 0.2 $228k 549.00 415.30
F N B Corp Stock (FNB) 0.2 $222k 18k 12.43
Automatic Data Processing Stock (ADP) 0.2 $216k 950.00 227.37
Dow Stock (DOW) 0.2 $202k 3.2k 63.70