Tower Wealth Partners

Tower Wealth Partners as of June 30, 2022

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 42 positions in its portfolio as reported in the June 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) 21.8 $16M 447k 36.69
Ishares S&p Midcap Fund Etf (IJH) 14.2 $11M 47k 226.23
Vanguard Mega Cap Growth Etf Etf (MGK) 13.6 $10M 56k 181.70
Vanguard Small-cap Index Fund Etf (VB) 10.7 $8.1M 46k 176.11
Ishares Tips Bond Etf Etf (TIP) 4.8 $3.6M 32k 113.92
First Trust Managed Municipal Etf Etf (FMB) 3.2 $2.4M 48k 50.60
Wisdomtree Interest Rate Hedged U.s. Aggregate Bond Fund Etf (AGZD) 2.5 $1.9M 42k 45.59
Apple Stock (AAPL) 2.4 $1.8M 13k 136.68
Spyv - Spdr Portfolio S&p 500 Value Etf (SPYV) 2.2 $1.6M 44k 36.83
Invesco Qqq Trust Etf (QQQ) 2.1 $1.6M 5.6k 280.31
Exxon Mobil Corp Stock (XOM) 1.8 $1.4M 16k 85.64
Ppl Corp Stock (PPL) 1.5 $1.1M 41k 27.14
Van Eck Merk Gold Trust Etf (OUNZ) 1.3 $1.0M 58k 17.53
Home Depot Stock (HD) 1.3 $1.0M 3.7k 274.19
Johnson & Johnson Stock (JNJ) 1.1 $855k 4.8k 177.57
Ioo - Ishares Global 100 Etf (IOO) 1.1 $827k 13k 64.09
Unitedhealth Group Stock (UNH) 0.9 $643k 1.3k 513.99
Spts - Spdr Portfolio Short Term Treas Etf (SPTS) 0.8 $637k 22k 29.43
Microsoft Corp Stock (MSFT) 0.8 $629k 2.5k 256.63
Merck & Co Stock (MRK) 0.7 $564k 6.2k 91.16
Ishares S&p Small-cap Fund Etf (IJR) 0.7 $550k 5.9k 92.47
United Parcel Service Inc Cl B Stock (UPS) 0.7 $538k 2.9k 182.56
Procter And Gamble Stock (PG) 0.7 $524k 3.6k 143.88
Chevron Corp Stock (CVX) 0.7 $515k 3.6k 144.87
Mcdonalds Corp Stock (MCD) 0.7 $499k 2.0k 246.91
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.7 $497k 1.8k 272.78
Vanguard Total Stock Market Index Fund Etf (VTI) 0.6 $452k 2.4k 188.49
Visa Inc Com Cl A Stock (V) 0.6 $433k 2.2k 196.73
At&t Stock (T) 0.6 $417k 20k 20.94
Essential Utils Stock (WTRG) 0.5 $403k 8.8k 45.85
Gbf - Ishares Govt/credit Bond Etf (GBF) 0.5 $375k 3.5k 107.63
Weis Mkts Stock (WMK) 0.5 $373k 5.0k 74.56
Goldman Sachs Group Stock (GS) 0.4 $334k 1.1k 297.15
Tri Contl Corp Cef (TY) 0.4 $296k 11k 26.16
Verizon Communications Stock (VZ) 0.4 $291k 5.7k 50.71
Jpmorgan Chase & Co Stock (JPM) 0.4 $291k 2.6k 112.79
Amazon Stock (AMZN) 0.4 $290k 2.7k 106.15
Iyr - Ishares U.s. Real Estate Etf (IYR) 0.4 $267k 2.9k 92.07
Nextera Energy Stock (NEE) 0.3 $237k 3.1k 77.58
Oneok Stock (OKE) 0.3 $226k 4.1k 55.39
Cisco Sys Stock (CSCO) 0.3 $219k 5.1k 42.67
Duke Energy Corp Stock (DUK) 0.3 $207k 1.9k 107.25