Tower Wealth Partners, Inc. Top Holdings and 13F Report (2024)

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About Tower Wealth Partners, Inc.

Investment Activity

Tower Wealth Partners, Inc. has $154.01 million in total holdings as of March 31, 2024.
Tower Wealth Partners, Inc. owns shares of 58 different stocks, but just 13 companies or ETFs make up 80% of its holdings.
Approximately 10.97% of the portfolio was purchased this quarter.
About 0.68% of the portfolio was sold this quarter.
This quarter, Tower Wealth Partners, Inc. has purchased 56 new stocks and bought additional shares in 40 stocks.
Tower Wealth Partners, Inc. sold shares of 13 stocks and completely divested from 1 stock this quarter.

Largest Holdings

VictoryShares US Multi-Factor Minimum Volatility ETF: $17,937,027
iShares Core S&P Mid-Cap ETF: $15,297,551
SPDR Portfolio S&P 500 Growth ETF: $13,405,396
Amplify YieldShares CWP Dividend & Option Income ETF: $12,782,655
Avantis U.S. Small Cap Value ETF: $12,340,014

Largest New Holdings this Quarter

Builders FirstSource: $264,024 Holding
Amgen: $224,897 Holding
AbbVie: $222,162 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF: 201,877 shares (about $12.26M)
Procter & Gamble: 6,805 shares (about $1.10M)
Walmart: 4,791 shares (about $288.27K)
First Trust Senior Loan ETF: 5,819 shares (about $268.90K)
Builders FirstSource: 1,266 shares (about $264.02K)

Largest Sales this Quarter

Johnson & Johnson: 1,126 shares (about $178.12K)
Broadcom: 128 shares (about $169.65K)
JPMorgan Chase & Co.: 700 shares (about $140.21K)
Berkshire Hathaway: 300 shares (about $126.16K)
Weis Markets: 1,234 shares (about $79.47K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VSMV VictoryShares US Multi-Factor Minimum Volatility ETF	$17,937,027	$211,587 ▲	1.2%	396,486	11.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$15,297,551	$12,262,009 ▲	403.9%	251,853	9.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$13,405,396	$203,576 ▲	1.5%	183,259	8.7%	ETF
DIVO Amplify YieldShares CWP Dividend & Option Income ETF	$12,782,655	$166,212 ▲	1.3%	328,772	8.3%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$12,340,014	$167,553 ▲	1.4%	131,683	8.0%	ETF
IOO iShares Global 100 ETF	$11,106,510	$66,610 ▲	0.6%	124,220	7.2%	ETF
BUFR FT Vest Laddered Buffer ETF	$10,121,073	$41,437 ▲	0.4%	361,984	6.6%	ETF
JAAA Janus Henderson AAA CLO ETF	$9,857,615	$211,637 ▲	2.2%	194,277	6.4%	ETF
FTSL First Trust Senior Loan ETF	$9,136,872	$268,896 ▲	3.0%	197,725	5.9%	Manufacturing
DBEM Xtrackers MSCI Emerging Markets Hedged Equity ETF	$5,027,387	$86,273 ▲	1.7%	210,132	3.3%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$3,671,353	$89,785 ▲	2.5%	36,924	2.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$2,165,222	$89,078 ▲	4.3%	43,218	1.4%	ETF
FMB First Trust Managed Municipal ETF	$2,060,769	$33,179 ▼	-1.6%	40,124	1.3%	Manufacturing
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund	$2,000,558	$69,729 ▲	3.6%	90,605	1.3%	Finance
PG Procter & Gamble	$1,896,378	$1,104,111 ▲	139.4%	11,688	1.2%	Consumer Staples
XOM Exxon Mobil	$1,881,228	$4,998 ▲	0.3%	16,184	1.2%	Oils/Energy
AAPL Apple	$1,838,437	$251,904 ▲	15.9%	10,721	1.2%	Computer and Technology
QQQ Invesco QQQ	$1,700,558	$41,737 ▲	2.5%	3,830	1.1%	Finance
HD Home Depot	$1,300,404	$38,744 ▲	3.1%	3,390	0.8%	Retail/Wholesale
OUNZ Van Eck Merk Gold Trust	$1,170,102	$20,728 ▲	1.8%	54,474	0.8%	ETF
MSFT Microsoft	$1,127,530	$10,097 ▼	-0.9%	2,680	0.7%	Computer and Technology
PPL PPL	$1,077,606		0.0%	39,143	0.7%	Utilities
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF	$957,961	$46,586 ▲	5.1%	12,194	0.6%	ETF
MRK Merck & Co., Inc.	$818,563	$50,533 ▼	-5.8%	6,204	0.5%	Medical
V Visa	$697,700	$39,908 ▲	6.1%	2,500	0.5%	Business Services
AMZN Amazon.com	$667,586	$64,937 ▲	10.8%	3,701	0.4%	Retail/Wholesale
IEF iShares 7-10 Year Treasury Bond ETF	$652,207	$8,614 ▲	1.3%	6,890	0.4%	ETF
BRK.B Berkshire Hathaway	$642,555	$126,156 ▼	-16.4%	1,528	0.4%	Finance
CVX Chevron	$587,897	$19,875 ▲	3.5%	3,727	0.4%	Oils/Energy
VTI Vanguard Total Stock Market ETF	$576,978		0.0%	2,220	0.4%	ETF
MCD McDonald's	$555,723	$9,304 ▲	1.7%	1,971	0.4%	Retail/Wholesale
BIL SPDR Bloomberg Barclays 1-3 Month T-Bill ETF	$522,801	$63,067 ▲	13.7%	5,695	0.3%	ETF
UNH UnitedHealth Group	$519,435	$37,103 ▲	7.7%	1,050	0.3%	Medical
GS The Goldman Sachs Group	$473,243	$14,619 ▲	3.2%	1,133	0.3%	Finance
WMT Walmart	$419,024	$288,275 ▲	220.5%	6,964	0.3%	Retail/Wholesale
OKE ONEOK	$411,168	$3,126 ▼	-0.8%	5,129	0.3%	Oils/Energy
VZ Verizon Communications	$402,480	$84 ▲	0.0%	9,592	0.3%	Computer and Technology
GBF iShares Government/Credit Bond ETF	$400,899	$16,773 ▲	4.4%	3,872	0.3%	ETF
JNJ Johnson & Johnson	$392,944	$178,122 ▼	-31.2%	2,484	0.3%	Medical
IBM International Business Machines	$389,749	$80,394 ▲	26.0%	2,041	0.3%	Computer and Technology
TY Tri-Continental	$384,451	$6,930 ▲	1.8%	12,482	0.2%	Finance
CAT Caterpillar	$382,186	$44,338 ▲	13.1%	1,043	0.2%	Industrial Products
JPM JPMorgan Chase & Co.	$353,930	$140,210 ▼	-28.4%	1,767	0.2%	Finance
T AT&T	$352,018	$1,320 ▼	-0.4%	20,001	0.2%	Computer and Technology
IYR iShares U.S. Real Estate ETF	$337,934	$10,069 ▲	3.1%	3,759	0.2%	ETF
CME CME Group	$335,852	$16,793 ▼	-4.8%	1,560	0.2%	Finance
PWR Quanta Services	$270,192	$16,108 ▲	6.3%	1,040	0.2%	Construction
BLDR Builders FirstSource	$264,024	$264,024 ▲	New Holding	1,266	0.2%	Retail/Wholesale
CRM Salesforce	$262,027	$5,120 ▲	2.0%	870	0.2%	Computer and Technology
RSG Republic Services	$246,192	$3,254 ▲	1.3%	1,286	0.2%	Business Services
WMK Weis Markets	$242,724	$79,470 ▼	-24.7%	3,769	0.2%	Retail/Wholesale
ADP Automatic Data Processing	$237,253	$11,238 ▼	-4.5%	950	0.2%	Business Services
AVGO Broadcom	$234,598	$169,653 ▼	-42.0%	177	0.2%	Computer and Technology
WTRG Essential Utilities	$233,119	$2,853 ▲	1.2%	6,292	0.2%	Utilities
AMGN Amgen	$224,897	$224,897 ▲	New Holding	791	0.1%	Medical
ABBV AbbVie	$222,162	$222,162 ▲	New Holding	1,220	0.1%	Medical
UPS United Parcel Service	$221,756	$5,648 ▲	2.6%	1,492	0.1%	Transportation
WSO Watsco	$208,642	$8,207 ▼	-3.8%	483	0.1%	Construction
CSCO Cisco Systems	$0	$213,599 ▼	-100.0%	0	0.0%	Computer and Technology

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

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Tower Wealth Partners, Inc. Top Holdings and 13F Report (2024)

About Tower Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Tower Wealth Partners, Inc. Top Holdings and 13F Report (2024)

About Tower Wealth Partners, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofTower Wealth Partners, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information