Tower Wealth Partners as of Dec. 31, 2024
Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 77 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 10.1 | $19M | 403k | 48.03 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 9.3 | $18M | 202k | 87.90 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.6 | $17M | 325k | 50.71 | |
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 8.5 | $16M | 468k | 34.62 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 8.1 | $16M | 248k | 62.31 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.8 | $13M | 135k | 96.53 | |
| Ishares Tr Global 100 Etf (IOO) | 6.2 | $12M | 119k | 100.77 | |
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 6.0 | $12M | 248k | 46.24 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 5.5 | $11M | 348k | 30.47 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 5.2 | $9.9M | 245k | 40.48 | |
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 2.9 | $5.5M | 155k | 35.27 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $3.0M | 67k | 44.87 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $2.6M | 9.0k | 289.81 | |
| Apple (AAPL) | 1.2 | $2.3M | 9.1k | 250.42 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.2 | $2.3M | 44k | 51.14 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $2.1M | 4.0k | 511.27 | |
| Procter & Gamble Company (PG) | 1.0 | $1.9M | 12k | 167.65 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $1.7M | 16k | 107.57 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.5M | 18k | 81.98 | |
| Microsoft Corporation (MSFT) | 0.7 | $1.4M | 3.2k | 421.50 | |
| Home Depot (HD) | 0.7 | $1.3M | 3.5k | 388.99 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.7 | $1.3M | 51k | 25.30 | |
| PPL Corporation (PPL) | 0.6 | $1.2M | 37k | 32.46 | |
| Amazon (AMZN) | 0.6 | $1.1M | 4.9k | 219.39 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.6 | $1.1M | 13k | 80.66 | |
| Visa Com Cl A (V) | 0.4 | $786k | 2.5k | 316.04 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $693k | 1.5k | 453.28 | |
| Goldman Sachs (GS) | 0.3 | $580k | 1.0k | 572.62 | |
| Merck & Co (MRK) | 0.3 | $559k | 5.6k | 99.48 | |
| American Express Company (AXP) | 0.3 | $557k | 1.9k | 296.79 | |
| UnitedHealth (UNH) | 0.3 | $556k | 1.1k | 505.86 | |
| Oneok (OKE) | 0.3 | $526k | 5.2k | 100.39 | |
| International Business Machines (IBM) | 0.3 | $522k | 2.4k | 219.83 | |
| Honeywell International (HON) | 0.3 | $505k | 2.2k | 225.89 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $502k | 5.5k | 91.43 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $499k | 2.1k | 239.71 | |
| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.2 | $469k | 9.4k | 49.86 | |
| McDonald's Corporation (MCD) | 0.2 | $447k | 1.5k | 289.89 | |
| Chevron Corporation (CVX) | 0.2 | $445k | 3.1k | 144.84 | |
| Tri-Continental Corporation (TY) | 0.2 | $435k | 14k | 31.69 | |
| Cme (CME) | 0.2 | $432k | 1.9k | 232.23 | |
| At&t (T) | 0.2 | $431k | 19k | 22.77 | |
| Verizon Communications (VZ) | 0.2 | $419k | 11k | 39.99 | |
| Johnson & Johnson (JNJ) | 0.2 | $414k | 2.9k | 144.62 | |
| Caterpillar (CAT) | 0.2 | $406k | 1.1k | 362.76 | |
| TJX Companies (TJX) | 0.2 | $402k | 3.3k | 120.81 | |
| Costco Wholesale Corporation (COST) | 0.2 | $388k | 423.00 | 916.27 | |
| Amgen (AMGN) | 0.2 | $369k | 1.4k | 260.64 | |
| Quanta Services (PWR) | 0.2 | $368k | 1.2k | 316.05 | |
| Broadcom (AVGO) | 0.2 | $358k | 1.5k | 231.84 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $349k | 3.8k | 93.06 | |
| Republic Services (RSG) | 0.2 | $341k | 1.7k | 201.18 | |
| Meta Platforms Cl A (META) | 0.2 | $316k | 539.00 | 585.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $304k | 1.6k | 189.30 | |
| Deckers Outdoor Corporation (DECK) | 0.2 | $298k | 1.5k | 203.09 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $290k | 1.5k | 197.49 | |
| salesforce (CRM) | 0.2 | $290k | 867.00 | 334.33 | |
| Apollo Global Mgmt (APO) | 0.2 | $288k | 1.7k | 165.16 | |
| Weis Markets (WMK) | 0.1 | $255k | 3.8k | 67.72 | |
| Abbvie (ABBV) | 0.1 | $251k | 1.4k | 177.70 | |
| Williams Companies (WMB) | 0.1 | $249k | 4.6k | 54.12 | |
| Automatic Data Processing (ADP) | 0.1 | $245k | 836.00 | 292.73 | |
| Motorola Solutions Com New (MSI) | 0.1 | $240k | 519.00 | 462.23 | |
| Essential Utils (WTRG) | 0.1 | $234k | 6.4k | 36.32 | |
| Watsco, Incorporated (WSO) | 0.1 | $228k | 482.00 | 473.89 | |
| NVIDIA Corporation (NVDA) | 0.1 | $223k | 1.7k | 134.29 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $219k | 415.00 | 526.57 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $218k | 1.2k | 177.03 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $217k | 2.3k | 92.45 | |
| Amphenol Corp Cl A (APH) | 0.1 | $216k | 3.1k | 69.45 | |
| Flex Ord (FLEX) | 0.1 | $213k | 5.5k | 38.39 | |
| Iron Mountain (IRM) | 0.1 | $209k | 2.0k | 105.11 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $205k | 1.8k | 115.72 | |
| Freeport-mcmoran CL B (FCX) | 0.1 | $204k | 5.4k | 38.08 | |
| Wec Energy Group (WEC) | 0.1 | $201k | 2.1k | 94.04 | |
| Brown & Brown (BRO) | 0.1 | $201k | 2.0k | 102.02 | |
| Air Products & Chemicals (APD) | 0.1 | $200k | 691.00 | 290.04 |
