Tower Wealth Partners as of March 31, 2025
Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 10.5 | $20M | 404k | 48.43 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 8.8 | $16M | 323k | 50.71 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 8.6 | $16M | 200k | 80.37 | |
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 8.4 | $16M | 474k | 33.21 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.8 | $15M | 249k | 58.35 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 6.3 | $12M | 136k | 87.17 | |
| Ishares Tr Global 100 Etf (IOO) | 6.1 | $11M | 119k | 96.29 | |
| First Tr Exchange-traded Senior Ln Fd (FTSL) | 6.1 | $11M | 248k | 45.65 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 5.5 | $10M | 347k | 29.69 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 5.3 | $9.9M | 244k | 40.77 | |
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 3.0 | $5.6M | 156k | 35.70 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.6 | $3.1M | 68k | 45.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $2.5M | 9.0k | 274.84 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 1.2 | $2.3M | 45k | 51.07 | |
| Apple (AAPL) | 1.2 | $2.2M | 10k | 222.13 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $2.0M | 16k | 118.93 | |
| Procter & Gamble Company (PG) | 1.0 | $1.9M | 11k | 170.42 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.9M | 4.0k | 468.96 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.6M | 19k | 82.73 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.8 | $1.5M | 51k | 30.14 | |
| PPL Corporation (PPL) | 0.7 | $1.3M | 36k | 36.11 | |
| Home Depot (HD) | 0.7 | $1.3M | 3.5k | 366.49 | |
| Microsoft Corporation (MSFT) | 0.6 | $1.1M | 3.0k | 375.39 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.6 | $1.1M | 13k | 80.65 | |
| Amazon (AMZN) | 0.5 | $993k | 5.2k | 190.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $814k | 1.5k | 532.58 | |
| Visa Com Cl A (V) | 0.4 | $709k | 2.0k | 350.46 | |
| International Business Machines (IBM) | 0.3 | $622k | 2.5k | 248.66 | |
| American Express Company (AXP) | 0.3 | $598k | 2.2k | 269.05 | |
| At&t (T) | 0.3 | $584k | 21k | 28.28 | |
| McDonald's Corporation (MCD) | 0.3 | $577k | 1.8k | 312.37 | |
| Goldman Sachs (GS) | 0.3 | $545k | 998.00 | 546.29 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $541k | 5.9k | 91.73 | |
| Oneok (OKE) | 0.3 | $539k | 5.4k | 99.21 | |
| Chevron Corporation (CVX) | 0.3 | $529k | 3.2k | 167.29 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $516k | 3.3k | 154.64 | |
| UnitedHealth (UNH) | 0.3 | $506k | 966.00 | 523.75 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $499k | 2.0k | 245.30 | |
| Johnson & Johnson (JNJ) | 0.3 | $476k | 2.9k | 165.84 | |
| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.3 | $469k | 9.4k | 49.84 | |
| Costco Wholesale Corporation (COST) | 0.3 | $468k | 495.00 | 945.78 | |
| Verizon Communications (VZ) | 0.2 | $447k | 9.8k | 45.36 | |
| Republic Services (RSG) | 0.2 | $441k | 1.8k | 242.16 | |
| Cme (CME) | 0.2 | $439k | 1.7k | 265.29 | |
| Meta Platforms Cl A (META) | 0.2 | $436k | 757.00 | 576.36 | |
| Tri-Continental Corporation (TY) | 0.2 | $425k | 14k | 30.67 | |
| Merck & Co (MRK) | 0.2 | $420k | 4.7k | 89.75 | |
| TJX Companies (TJX) | 0.2 | $414k | 3.4k | 121.80 | |
| salesforce (CRM) | 0.2 | $395k | 1.5k | 268.36 | |
| Caterpillar (CAT) | 0.2 | $369k | 1.1k | 329.80 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $364k | 3.8k | 95.75 | |
| Honeywell International (HON) | 0.2 | $332k | 1.6k | 211.75 | |
| Broadcom (AVGO) | 0.2 | $312k | 1.9k | 167.43 | |
| Abbvie (ABBV) | 0.2 | $311k | 1.5k | 209.52 | |
| Amgen (AMGN) | 0.2 | $311k | 998.00 | 311.55 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $310k | 2.3k | 132.46 | |
| Williams Companies (WMB) | 0.2 | $304k | 5.1k | 59.76 | |
| Brown & Brown (BRO) | 0.2 | $293k | 2.4k | 124.40 | |
| Weis Markets (WMK) | 0.2 | $290k | 3.8k | 77.05 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $284k | 1.7k | 166.00 | |
| Apollo Global Mgmt (APO) | 0.1 | $273k | 2.0k | 136.94 | |
| Motorola Solutions Com New (MSI) | 0.1 | $261k | 596.00 | 437.81 | |
| Automatic Data Processing (ADP) | 0.1 | $261k | 854.00 | 305.53 | |
| Amphenol Corp Cl A (APH) | 0.1 | $260k | 4.0k | 65.59 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $259k | 735.00 | 352.58 | |
| Essential Utils (WTRG) | 0.1 | $255k | 6.5k | 39.53 | |
| Watsco, Incorporated (WSO) | 0.1 | $250k | 492.00 | 508.30 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $246k | 438.00 | 561.90 | |
| Wec Energy Group (WEC) | 0.1 | $246k | 2.3k | 108.98 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $237k | 171.00 | 1383.29 | |
| NVIDIA Corporation (NVDA) | 0.1 | $231k | 2.1k | 108.38 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $229k | 2.4k | 95.37 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $225k | 1.8k | 121.97 | |
| Air Products & Chemicals (APD) | 0.1 | $218k | 738.00 | 294.92 | |
| Flex Ord (FLEX) | 0.1 | $213k | 6.4k | 33.08 | |
| Kinder Morgan (KMI) | 0.1 | $210k | 7.4k | 28.53 |
