Tower Wealth Partners as of March 31, 2026
Portfolio Holdings for Tower Wealth Partners
Tower Wealth Partners holds 87 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 10.9 | $20M | 506k | 38.98 | |
| Spdr Series Trust State Street Spd (SPYG) | 10.7 | $19M | 198k | 97.91 | |
| Victory Portfolios Ii Victoryshs Us (VSMV) | 10.1 | $18M | 322k | 56.57 | |
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 9.5 | $17M | 342k | 50.37 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 7.1 | $13M | 190k | 67.53 | |
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 6.7 | $12M | 360k | 33.77 | |
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 6.2 | $11M | 250k | 44.85 | |
| Putnam Etf Trust Focused Lar Cap (PVAL) | 4.5 | $8.2M | 176k | 46.40 | |
| Spdr Index Shs Fds State Street Spd (EDIV) | 3.7 | $6.7M | 169k | 39.48 | |
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 2.0 | $3.7M | 81k | 45.62 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.1M | 9.8k | 320.81 | |
| Apple (AAPL) | 1.6 | $2.9M | 11k | 253.80 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $2.5M | 15k | 169.66 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $2.4M | 4.2k | 577.19 | |
| Vaneck Merk Gold Etf Gold Shs (OUNZ) | 1.2 | $2.2M | 49k | 45.05 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $1.8M | 22k | 82.57 | |
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.9 | $1.6M | 15k | 110.47 | |
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.8 | $1.4M | 17k | 86.41 | |
| Microsoft Corporation (MSFT) | 0.8 | $1.4M | 3.7k | 370.13 | |
| PPL Corporation (PPL) | 0.7 | $1.3M | 35k | 38.20 | |
| Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) | 0.7 | $1.3M | 24k | 54.84 | |
| Procter & Gamble Company (PG) | 0.7 | $1.3M | 9.0k | 144.44 | |
| Home Depot (HD) | 0.7 | $1.2M | 3.7k | 328.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $1.0M | 3.5k | 287.56 | |
| Chevron Corporation (CVX) | 0.4 | $808k | 3.9k | 206.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $791k | 1.7k | 479.20 | |
| Amazon (AMZN) | 0.4 | $785k | 3.8k | 208.27 | |
| Johnson & Johnson (JNJ) | 0.4 | $744k | 3.0k | 244.44 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $728k | 2.2k | 337.95 | |
| McDonald's Corporation (MCD) | 0.4 | $708k | 2.3k | 310.79 | |
| At&t (T) | 0.4 | $682k | 24k | 28.99 | |
| Goldman Sachs (GS) | 0.4 | $656k | 775.00 | 845.99 | |
| Visa Com Cl A (V) | 0.3 | $598k | 2.0k | 302.24 | |
| Cme (CME) | 0.3 | $595k | 2.0k | 295.35 | |
| Amphenol Corp Cl A (APH) | 0.3 | $581k | 4.6k | 126.35 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $561k | 2.9k | 192.90 | |
| TJX Companies (TJX) | 0.3 | $546k | 3.4k | 159.70 | |
| Merck & Co (MRK) | 0.3 | $544k | 4.5k | 120.29 | |
| International Business Machines (IBM) | 0.3 | $541k | 2.2k | 242.39 | |
| Corning Incorporated (GLW) | 0.3 | $525k | 3.9k | 135.97 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $523k | 1.8k | 294.16 | |
| Oneok (OKE) | 0.3 | $517k | 5.7k | 90.39 | |
| Broadcom (AVGO) | 0.3 | $512k | 1.7k | 309.51 | |
| Tri-Continental Corporation (TY) | 0.3 | $493k | 16k | 31.59 | |
| American Express Company (AXP) | 0.3 | $488k | 1.6k | 302.48 | |
| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.3 | $477k | 3.6k | 133.19 | |
| Flextronics Intl Ord (FLEX) | 0.3 | $470k | 7.2k | 65.46 | |
| Ishares Tr U.s. Real Es Etf (IYR) | 0.3 | $469k | 5.0k | 94.56 | |
| Bondbloxx Etf Trust Bloomberg Seven (XSVN) | 0.3 | $468k | 9.8k | 47.72 | |
| Caterpillar (CAT) | 0.3 | $467k | 659.00 | 708.46 | |
| Amgen (AMGN) | 0.2 | $441k | 1.3k | 351.85 | |
| Verizon Communications (VZ) | 0.2 | $424k | 8.4k | 50.20 | |
| NVIDIA Corporation (NVDA) | 0.2 | $420k | 2.4k | 174.40 | |
| Williams Companies (WMB) | 0.2 | $419k | 5.8k | 72.78 | |
| Wal-Mart Stores (WMT) | 0.2 | $404k | 3.2k | 124.28 | |
| Republic Services (RSG) | 0.2 | $382k | 1.7k | 219.02 | |
| Abbvie (ABBV) | 0.2 | $347k | 1.6k | 217.49 | |
| Medtronic SHS (MDT) | 0.2 | $339k | 3.9k | 86.65 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $335k | 2.2k | 152.75 | |
| Costco Wholesale Corporation (COST) | 0.2 | $330k | 331.00 | 996.43 | |
| Eli Lilly & Co. (LLY) | 0.2 | $327k | 356.00 | 919.77 | |
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $311k | 3.4k | 91.64 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $304k | 3.7k | 82.49 | |
| Technipfmc (FTI) | 0.2 | $299k | 4.3k | 69.13 | |
| Emcor (EME) | 0.2 | $295k | 399.00 | 738.31 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $294k | 855.00 | 343.99 | |
| Cardinal Health (CAH) | 0.2 | $293k | 1.4k | 211.31 | |
| Wec Energy Group (WEC) | 0.2 | $287k | 2.5k | 115.77 | |
| Totalenergies Se Act (TTE) | 0.2 | $286k | 3.1k | 90.98 | |
| PNC Financial Services (PNC) | 0.2 | $282k | 1.4k | 208.09 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $280k | 1.9k | 146.28 | |
| Coca-Cola Company (KO) | 0.2 | $277k | 3.6k | 76.05 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $260k | 197.00 | 1320.83 | |
| Agnico (AEM) | 0.1 | $251k | 1.2k | 202.98 | |
| Rbc Cad (RY) | 0.1 | $250k | 1.5k | 161.78 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $250k | 1.9k | 130.92 | |
| Nextera Energy (NEE) | 0.1 | $250k | 2.7k | 92.88 | |
| Sterling Construction Company (STRL) | 0.1 | $241k | 592.00 | 407.27 | |
| Us Foods Hldg Corp call (USFD) | 0.1 | $239k | 2.6k | 92.21 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $238k | 476.00 | 499.66 | |
| Alcoa (AA) | 0.1 | $224k | 3.4k | 66.33 | |
| FedEx Corporation (FDX) | 0.1 | $219k | 614.00 | 356.18 | |
| Essential Utils (WTRG) | 0.1 | $214k | 5.3k | 40.27 | |
| State Street Corporation (STT) | 0.1 | $208k | 1.6k | 126.56 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $205k | 1.1k | 194.14 | |
| Air Products & Chemicals (APD) | 0.1 | $201k | 692.00 | 290.49 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $200k | 728.00 | 275.18 |
