Tower Wealth Partners

Tower Wealth Partners as of June 30, 2024

Portfolio Holdings for Tower Wealth Partners

Tower Wealth Partners holds 65 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Victory Portfolios Ii Victoryshs Us (VSMV) 11.4 $18M 406k 45.44
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 9.3 $15M 187k 80.13
Ishares Tr Core S&p Mcp Etf (IJH) 9.0 $15M 249k 58.52
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 8.3 $14M 264k 50.88
Amplify Etf Tr Cwp Enhanced Div (DIVO) 8.0 $13M 334k 38.70
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.4 $12M 134k 89.72
Ishares Tr Global 100 Etf (IOO) 7.3 $12M 123k 96.58
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 6.6 $11M 371k 28.92
First Tr Exchange-traded Senior Ln Fd (FTSL) 6.5 $11M 232k 45.71
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 3.3 $5.3M 150k 35.30
Ishares Tr 0-5 Yr Tips Etf (STIP) 1.8 $3.0M 30k 99.49
Apple (AAPL) 1.5 $2.5M 12k 210.62
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 1.3 $2.2M 45k 48.74
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $2.0M 4.2k 479.11
Procter & Gamble Company (PG) 1.2 $1.9M 12k 164.92
Exxon Mobil Corporation (XOM) 1.2 $1.9M 16k 115.12
Wisdomtree Tr Intrst Rate Hdge (AGZD) 1.0 $1.5M 69k 22.30
Microsoft Corporation (MSFT) 0.8 $1.3M 3.0k 446.95
Home Depot (HD) 0.7 $1.2M 3.5k 344.24
Vaneck Merk Gold Tr Gold Trust (OUNZ) 0.7 $1.1M 50k 22.46
PPL Corporation (PPL) 0.7 $1.1M 39k 27.65
Merck & Co (MRK) 0.6 $976k 7.9k 123.81
Proshares Tr S&p Mdcp 400 Div (REGL) 0.6 $936k 13k 73.61
Amazon (AMZN) 0.5 $865k 4.5k 193.25
Visa Com Cl A (V) 0.5 $748k 2.9k 262.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $622k 1.5k 406.80
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.4 $605k 6.6k 91.78
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $594k 2.2k 267.51
UnitedHealth (UNH) 0.3 $533k 1.0k 509.26
McDonald's Corporation (MCD) 0.3 $495k 1.9k 254.84
Goldman Sachs (GS) 0.3 $475k 1.0k 452.32
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $463k 4.9k 93.65
Chevron Corporation (CVX) 0.3 $460k 2.9k 156.42
JPMorgan Chase & Co. (JPM) 0.3 $433k 2.1k 202.26
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.3 $433k 8.7k 49.61
Verizon Communications (VZ) 0.3 $433k 11k 41.24
Oneok (OKE) 0.3 $422k 5.2k 81.55
Johnson & Johnson (JNJ) 0.3 $419k 2.9k 146.16
Tri-Continental Corporation (TY) 0.2 $394k 13k 30.97
Caterpillar (CAT) 0.2 $384k 1.2k 333.10
At&t (T) 0.2 $382k 20k 19.11
International Business Machines (IBM) 0.2 $351k 2.0k 172.95
Amgen (AMGN) 0.2 $350k 1.1k 312.45
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $342k 3.9k 87.74
Costco Wholesale Corporation (COST) 0.2 $321k 378.00 849.99
Honeywell International (HON) 0.2 $320k 1.5k 213.54
Republic Services (RSG) 0.2 $308k 1.6k 194.34
Qualcomm (QCOM) 0.2 $304k 1.5k 199.18
Quanta Services (PWR) 0.2 $277k 1.1k 254.09
Broadcom (AVGO) 0.2 $273k 170.00 1605.53
Wal-Mart Stores (WMT) 0.2 $273k 4.0k 67.72
Alphabet Cap Stk Cl A (GOOGL) 0.2 $270k 1.5k 182.15
TJX Companies (TJX) 0.2 $260k 2.4k 110.10
Essential Utils (WTRG) 0.2 $251k 6.7k 37.33
Automatic Data Processing (ADP) 0.2 $243k 1.0k 238.69
Abbvie (ABBV) 0.1 $243k 1.4k 171.52
Kla Corp Com New (KLAC) 0.1 $240k 291.00 824.51
Weis Markets (WMK) 0.1 $237k 3.8k 62.77
salesforce (CRM) 0.1 $227k 883.00 257.10
Freeport-mcmoran CL B (FCX) 0.1 $224k 4.6k 48.60
Watsco, Incorporated (WSO) 0.1 $224k 483.00 463.24
Cme (CME) 0.1 $221k 1.1k 196.60
Deckers Outdoor Corporation (DECK) 0.1 $214k 221.00 967.95
AmerisourceBergen (COR) 0.1 $209k 927.00 225.30
United Parcel Service CL B (UPS) 0.1 $204k 1.5k 136.85