Tower Wealth Partners

Tower Wealth Partners as of Dec. 31, 2022

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 52 positions in its portfolio as reported in the December 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) 14.1 $16M 425k 38.16
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 11.2 $13M 358k 35.86
Ishares Core S&p Mid-cap Etf Etf (IJH) 10.6 $12M 50k 241.89
Ioo - Ishares Global 100 Etf (IOO) 8.3 $9.5M 149k 64.05
Vanguard Mega Cap Growth Etf Etf (MGK) 8.1 $9.3M 54k 172.07
Avantis U.s. Small Cap Value Etf Etf (AVUV) 7.7 $8.8M 118k 74.51
Janus Henderson AAA CLO ETF Etf (JAAA) 6.9 $7.9M 160k 49.26
First Trust Cboe Vest Buffer ETF Etf (BUFR) 6.2 $7.2M 322k 22.21
Ishares 0-5 Year Tips Bond Etf Etf (STIP) 2.7 $3.1M 32k 96.96
First Trust Managed Municipal Etf Etf (FMB) 2.0 $2.3M 46k 50.11
Exxon Mobil Corp Stock (XOM) 1.5 $1.8M 16k 110.30
Spyv - Spdr Portfolio S&p 500 Value Etf (SPYV) 1.5 $1.7M 44k 38.89
Wisdomtree Interest Rate Hedged U.s. Aggregate Bond Fund Etf (AGZD) 1.4 $1.6M 38k 43.45
Apple Stock (AAPL) 1.4 $1.6M 12k 129.93
Invesco Qqq Trust Etf (QQQ) 1.1 $1.2M 4.6k 266.28
Ppl Corp Stock (PPL) 1.0 $1.2M 41k 29.22
Home Depot Stock (HD) 1.0 $1.2M 3.8k 315.86
Vaneck Merk Gold Trust Etf (OUNZ) 0.9 $1.0M 58k 17.69
Johnson & Johnson Stock (JNJ) 0.8 $886k 5.0k 176.65
Merck & Co Stock (MRK) 0.7 $847k 7.6k 110.94
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.6 $697k 9.7k 71.55
Unitedhealth Group Stock (UNH) 0.6 $639k 1.2k 530.18
Microsoft Corp Stock (MSFT) 0.6 $635k 2.6k 239.82
Chevron Corp Stock (CVX) 0.6 $633k 3.5k 179.49
Spts - Spdr Portfolio Short Term Treas Etf (SPTS) 0.5 $586k 20k 28.89
Procter And Gamble Stock (PG) 0.5 $573k 3.8k 151.56
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.5 $563k 1.8k 308.90
Ishares Core S&p Small Cap Etf Etf (IJR) 0.5 $549k 5.8k 94.64
Mcdonalds Corp Stock (MCD) 0.5 $521k 2.0k 263.53
Visa Inc Com Cl A Stock (V) 0.4 $465k 2.2k 207.76
Vanguard Total Stock Market Etf Etf (VTI) 0.4 $459k 2.4k 191.19
Weis Mkts Stock (WMK) 0.4 $412k 5.0k 82.29
Goldman Sachs Group Stock (GS) 0.3 $385k 1.1k 343.38
Essential Utils Stock (WTRG) 0.3 $384k 8.0k 47.73
Devon Energy Corp Stock (DVN) 0.3 $384k 6.2k 61.51
At&t Stock (T) 0.3 $370k 20k 18.41
Jpmorgan Chase & Co Stock (JPM) 0.3 $361k 2.7k 134.10
Gbf - Ishares Govt/credit Bond Etf (GBF) 0.3 $341k 3.3k 102.60
General Mls Stock (GIS) 0.3 $310k 3.7k 83.85
Tri Contl Corp Cef (TY) 0.3 $303k 12k 25.63
Verizon Communications Stock (VZ) 0.3 $295k 7.5k 39.40
Oneok Stock (OKE) 0.3 $293k 4.5k 65.70
Nextera Energy Stock (NEE) 0.2 $284k 3.4k 83.60
Iyr - Ishares U.s. Real Estate Etf (IYR) 0.2 $283k 3.4k 84.19
United Parcel Service Inc Cl B Stock (UPS) 0.2 $274k 1.6k 173.84
Amazon Stock (AMZN) 0.2 $250k 3.0k 84.00
Automatic Data Processing Stock (ADP) 0.2 $234k 980.00 238.86
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.2 $219k 2.7k 81.17
Amgen Stock (AMGN) 0.2 $219k 834.00 262.64
Lockheed Martin Corp Stock (LMT) 0.2 $212k 435.00 486.49
Deere & Co Stock (DE) 0.2 $204k 476.00 428.76
F N B Corp Stock (FNB) 0.1 $119k 9.1k 13.05