Tower Wealth Partners

Tower Wealth Partners as of Sept. 30, 2022

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 50 positions in its portfolio as reported in the September 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) 15.2 $16M 421k 38.05
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 11.9 $13M 354k 35.48
Ishares Core S&p Mid-cap Etf Etf (IJH) 11.5 $12M 50k 242.53
Vanguard Mega Cap Growth Etf Etf (MGK) 9.0 $9.5M 53k 180.89
Avantis U.s. Small Cap Value Etf Etf (AVUV) 8.4 $8.8M 115k 76.45
Ioo - Ishares Global 100 Etf (IOO) 7.6 $8.0M 126k 63.76
Janus Henderson AAA CLO ETF Etf (JAAA) 7.1 $7.5M 153k 48.84
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 2.9 $3.0M 31k 97.22
First Trust Managed Municipal Etf Etf (FMB) 2.1 $2.2M 45k 48.30
Apple Stock (AAPL) 1.7 $1.8M 12k 153.30
Exxon Mobil Corp Stock (XOM) 1.7 $1.8M 16k 110.79
Wisdomtree Interest Rate Hedged U.s. Aggregate Bond Fund Etf (AGZD) 1.6 $1.7M 37k 45.49
Spyv - Spdr Portfolio S&p 500 Value Etf (SPYV) 1.6 $1.7M 44k 38.42
Invesco Qqq Trust Etf (QQQ) 1.2 $1.3M 4.6k 277.86
Home Depot Stock (HD) 1.0 $1.1M 3.7k 296.04
Ppl Corp Stock (PPL) 1.0 $1.1M 41k 26.49
Vaneck Merk Gold Trust Etf (OUNZ) 0.9 $915k 58k 15.85
Johnson & Johnson Stock (JNJ) 0.8 $856k 4.9k 173.88
Merck & Co Stock (MRK) 0.7 $749k 7.4k 101.22
Unitedhealth Group Stock (UNH) 0.7 $687k 1.2k 554.93
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.7 $686k 9.7k 70.66
Chevron Corp Stock (CVX) 0.6 $646k 3.6k 180.85
Microsoft Corp Stock (MSFT) 0.6 $633k 2.7k 232.04
Spts - Spdr Portfolio Short Term Treas Etf (SPTS) 0.6 $583k 20k 28.82
Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $572k 5.8k 97.96
United Parcel Service Inc Cl B Stock (UPS) 0.5 $556k 3.3k 167.67
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $538k 1.8k 295.28
Mcdonalds Corp Stock (MCD) 0.5 $520k 1.9k 272.82
Procter And Gamble Stock (PG) 0.5 $511k 3.8k 134.65
Weis Mkts Stock (WMK) 0.4 $469k 5.0k 93.74
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $465k 2.4k 193.91
Visa Inc Com Cl A Stock (V) 0.4 $462k 2.2k 207.08
Devon Energy Corp Stock (DVN) 0.4 $427k 5.5k 77.31
Essential Utils Stock (WTRG) 0.4 $389k 8.8k 44.25
Goldman Sachs Group Stock (GS) 0.4 $383k 1.1k 344.12
At&t Stock (T) 0.3 $366k 20k 18.23
Jpmorgan Chase & Co Stock (JPM) 0.3 $339k 2.7k 125.84
Gbf - Ishares Govt/credit Bond Etf (GBF) 0.3 $332k 3.3k 100.48
Tri Contl Corp Cef (TY) 0.3 $312k 11k 27.30
General Mls Stock (GIS) 0.3 $302k 3.7k 81.62
Amazon Stock (AMZN) 0.3 $290k 2.8k 102.58
Iyr - Ishares U.s. Real Estate Etf (IYR) 0.3 $281k 3.3k 84.03
Oneok Stock (OKE) 0.2 $248k 4.2k 59.26
Nextera Energy Stock (NEE) 0.2 $245k 3.2k 77.56
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $244k 3.0k 80.96
Ishares Tips Bond Etf Etf (TIP) 0.2 $239k 2.2k 106.27
Cisco Sys Stock (CSCO) 0.2 $233k 5.1k 45.44
Verizon Communications Stock (VZ) 0.2 $225k 6.0k 37.31
Automatic Data Processing Stock (ADP) 0.2 $223k 922.00 241.87
Lockheed Martin Corp Stock (LMT) 0.2 $212k 435.00 487.36