Tower Wealth Partners as of June 30, 2025
Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 86 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Victory Portfolios Ii Victoryshs Us (VSMV) | 12.0 | $20M | 413k | 49.28 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 11.4 | $19M | 203k | 95.32 | |
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 10.7 | $18M | 493k | 36.79 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 9.7 | $16M | 323k | 50.75 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 9.3 | $16M | 255k | 62.02 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 6.6 | $11M | 352k | 31.80 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 6.2 | $11M | 247k | 42.55 | |
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 3.6 | $6.1M | 159k | 38.12 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 1.8 | $3.0M | 65k | 45.75 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $2.8M | 9.3k | 303.93 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 1.5 | $2.5M | 47k | 52.34 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $2.3M | 4.1k | 551.60 | |
| Apple (AAPL) | 1.3 | $2.2M | 11k | 205.17 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $1.8M | 17k | 107.80 | |
| Procter & Gamble Company (PG) | 1.0 | $1.8M | 11k | 159.32 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.9 | $1.5M | 19k | 82.86 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 0.9 | $1.5M | 48k | 31.89 | |
| Microsoft Corporation (MSFT) | 0.9 | $1.5M | 3.0k | 497.41 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.8 | $1.3M | 14k | 91.10 | |
| Home Depot (HD) | 0.8 | $1.3M | 3.5k | 366.64 | |
| PPL Corporation (PPL) | 0.7 | $1.2M | 36k | 33.89 | |
| Amazon (AMZN) | 0.7 | $1.2M | 5.4k | 219.39 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.7 | $1.1M | 14k | 81.53 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.6 | $1.1M | 21k | 51.24 | |
| International Business Machines (IBM) | 0.5 | $776k | 2.6k | 294.78 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $767k | 1.6k | 485.77 | |
| Visa Com Cl A (V) | 0.4 | $717k | 2.0k | 355.05 | |
| Meta Platforms Cl A (META) | 0.4 | $711k | 963.00 | 738.09 | |
| American Express Company (AXP) | 0.4 | $706k | 2.2k | 318.98 | |
| At&t (T) | 0.4 | $635k | 22k | 28.94 | |
| Goldman Sachs (GS) | 0.4 | $619k | 874.00 | 707.75 | |
| McDonald's Corporation (MCD) | 0.4 | $607k | 2.1k | 292.17 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $582k | 2.0k | 289.91 | |
| Broadcom (AVGO) | 0.3 | $544k | 2.0k | 275.65 | |
| Costco Wholesale Corporation (COST) | 0.3 | $520k | 525.00 | 989.94 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $490k | 3.4k | 146.02 | |
| Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) | 0.3 | $473k | 9.5k | 50.00 | |
| Caterpillar (CAT) | 0.3 | $467k | 1.2k | 388.21 | |
| Cme (CME) | 0.3 | $462k | 1.7k | 275.62 | |
| Verizon Communications (VZ) | 0.3 | $458k | 11k | 43.27 | |
| Tri-Continental Corporation (TY) | 0.3 | $454k | 14k | 31.66 | |
| Johnson & Johnson (JNJ) | 0.3 | $447k | 2.9k | 152.75 | |
| Merck & Co (MRK) | 0.3 | $445k | 5.6k | 79.16 | |
| Oneok (OKE) | 0.3 | $440k | 5.4k | 81.63 | |
| TJX Companies (TJX) | 0.3 | $434k | 3.5k | 123.49 | |
| Chevron Corporation (CVX) | 0.2 | $423k | 3.0k | 143.19 | |
| Republic Services (RSG) | 0.2 | $413k | 1.7k | 246.61 | |
| Amphenol Corp Cl A (APH) | 0.2 | $411k | 4.2k | 98.75 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $405k | 1.8k | 226.49 | |
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.2 | $385k | 8.0k | 47.88 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $379k | 745.00 | 509.31 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $379k | 4.0k | 94.77 | |
| Honeywell International (HON) | 0.2 | $364k | 1.6k | 232.88 | |
| NVIDIA Corporation (NVDA) | 0.2 | $347k | 2.2k | 157.99 | |
| Williams Companies (WMB) | 0.2 | $345k | 5.5k | 62.81 | |
| Flex Ord (FLEX) | 0.2 | $336k | 6.7k | 49.92 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.2 | $324k | 3.5k | 91.73 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $312k | 1.8k | 176.23 | |
| Amgen (AMGN) | 0.2 | $311k | 1.1k | 279.21 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $306k | 1.0k | 298.89 | |
| Apollo Global Mgmt (APO) | 0.2 | $296k | 2.1k | 141.87 | |
| Abbvie (ABBV) | 0.2 | $285k | 1.5k | 185.62 | |
| Automatic Data Processing (ADP) | 0.2 | $276k | 895.00 | 308.40 | |
| Brown & Brown (BRO) | 0.2 | $273k | 2.5k | 110.87 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $272k | 179.00 | 1520.64 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $272k | 438.00 | 620.90 | |
| Weis Markets (WMK) | 0.2 | $263k | 3.6k | 72.49 | |
| PNC Financial Services (PNC) | 0.2 | $256k | 1.4k | 186.42 | |
| Sea Sponsord Ads (SE) | 0.2 | $254k | 1.6k | 159.94 | |
| Coca-Cola Company (KO) | 0.1 | $251k | 3.5k | 70.75 | |
| Wec Energy Group (WEC) | 0.1 | $240k | 2.3k | 104.20 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $238k | 2.0k | 118.00 | |
| Kinder Morgan (KMI) | 0.1 | $227k | 7.7k | 29.40 | |
| Cardinal Health (CAH) | 0.1 | $225k | 1.3k | 168.00 | |
| F5 Networks (FFIV) | 0.1 | $225k | 765.00 | 294.32 | |
| Medtronic SHS (MDT) | 0.1 | $224k | 2.6k | 87.17 | |
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $224k | 1.3k | 173.20 | |
| Essential Utils (WTRG) | 0.1 | $223k | 6.0k | 37.14 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $223k | 812.00 | 274.28 | |
| Watsco, Incorporated (WSO) | 0.1 | $222k | 502.00 | 441.62 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $218k | 697.00 | 313.14 | |
| Air Products & Chemicals (APD) | 0.1 | $217k | 768.00 | 282.06 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $213k | 3.5k | 60.79 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $212k | 1.6k | 136.32 | |
| Darden Restaurants (DRI) | 0.1 | $208k | 953.00 | 217.97 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $204k | 980.00 | 207.62 |
