Tower Wealth Partners, Inc. Top Holdings and 13F Report (2025) About Tower Wealth Partners, Inc.Investment ActivityTower Wealth Partners, Inc. has $169.18 million in total holdings as of June 30, 2025.Tower Wealth Partners, Inc. owns shares of 86 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.92% of the portfolio was purchased this quarter.About 21.34% of the portfolio was sold this quarter.This quarter, Tower Wealth Partners, Inc. has purchased 76 new stocks and bought additional shares in 51 stocks.Tower Wealth Partners, Inc. sold shares of 18 stocks and completely divested from 6 stocks this quarter.Largest Holdings VictoryShares US Multi-Factor Minimum Volatility ETF $20,355,664SPDR Portfolio S&P 500 Growth ETF $19,300,489Columbia Research Enhanced Core ETF $18,136,771Janus Henderson AAA CLO ETF $16,396,513iShares Core S&P Mid-Cap ETF $15,802,696 Largest New Holdings this Quarter 46138E222 - Invesco S&P International Developed Momentum ETF $1,084,956 Holding09789C820 - BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF $384,668 HoldingG1151C101 - Accenture $305,466 Holding693475105 - The PNC Financial Services Group $256,141 Holding81141R100 - SEA $254,145 Holding Largest Purchases this Quarter Invesco S&P International Developed Momentum ETF 21,174 shares (about $1.08M)Columbia Research Enhanced Core ETF 18,862 shares (about $693.93K)VictoryShares US Multi-Factor Minimum Volatility ETF 8,602 shares (about $423.94K)BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF 8,034 shares (about $384.67K)iShares Core S&P Mid-Cap ETF 5,641 shares (about $349.85K) Largest Sales this Quarter Avantis U.S. Small Cap Value ETF 121,521 shares (about $11.07M)Alphabet 1,564 shares (about $275.62K)SPDR Bloomberg 1-3 Month T-Bill ETF 2,365 shares (about $216.94K)Fidelity Total Bond ETF 2,535 shares (about $115.98K)The Goldman Sachs Group 124 shares (about $87.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTower Wealth Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$20,355,664$423,942 ▲2.1%413,02712.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$19,300,489$283,863 ▲1.5%202,48111.4%ETFRECSColumbia Research Enhanced Core ETF$18,136,771$693,933 ▲4.0%492,98110.7%ETFJAAAJanus Henderson AAA CLO ETF$16,396,513$6,902 ▲0.0%323,0849.7%ETFIJHiShares Core S&P Mid-Cap ETF$15,802,696$349,855 ▲2.3%254,8009.3%ETFBUFRFT Vest Laddered Buffer ETF$11,185,237$156,933 ▲1.4%351,7376.6%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$10,507,510$141,181 ▲1.4%246,9456.2%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$6,058,945$111,539 ▲1.9%158,9443.6%ETFFBNDFidelity Total Bond ETF$2,974,848$115,976 ▼-3.8%65,0241.8%ETFVTIVanguard Total Stock Market ETF$2,819,559$97,865 ▲3.6%9,2771.7%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,473,170$137,602 ▲5.9%47,2521.5%ETFQQQInvesco QQQ$2,277,571$72,812 ▲3.3%4,1291.3%FinanceAAPLApple$2,161,876$93,558 ▲4.5%10,5371.3%Computer and TechnologyXOMExxon Mobil$1,785,384$15,739 ▲0.9%16,5621.1%EnergyPGProcter & Gamble$1,774,188$21,508 ▼-1.2%11,1361.0%Consumer StaplesSHYiShares 1-3 Year Treasury Bond ETF$1,548,985$6,960 ▼-0.4%18,6940.9%ManufacturingOUNZVanEck Merk Gold ETF$1,534,355$87,092 ▼-5.4%48,1140.9%ETFMSFTMicrosoft$1,501,183$2,984 ▲0.2%3,0180.9%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,286,879$11,070,567 ▼-89.6%14,1260.8%ETFHDHome Depot$1,278,474$4,400 ▲0.3%3,4870.8%Retail/WholesalePPLPPL$1,226,105$271 ▼0.0%36,1790.7%UtilitiesAMZNAmazon.com$1,179,221$33,786 ▲2.9%5,3750.7%Retail/WholesaleREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,100,070$26,173 ▲2.4%13,4920.7%ETFIDMOInvesco S&P International Developed Momentum ETF$1,084,956$1,084,956 ▲New Holding21,1740.6%ETFIBMInternational Business Machines$775,861$38,027 ▲5.2%2,6320.5%Computer and TechnologyBRK.BBerkshire Hathaway$766,545$24,288 ▲3.3%1,5780.5%FinanceVVisa$716,491$1,775 ▼-0.2%2,0180.4%Business ServicesMETAMeta Platforms$710,781$152,047 ▲27.2%9630.4%Computer and TechnologyAXPAmerican Express$705,584$3,190 ▼-0.5%2,2120.4%FinanceTAT&T$635,059$37,188 ▲6.2%21,9440.4%Computer and TechnologyGSThe Goldman Sachs Group$618,574$87,761 ▼-12.4%8740.4%FinanceMCDMcDonald's$607,129$67,783 ▲12.6%2,0780.4%Retail/WholesaleJPMJPMorgan Chase & Co.$582,429$7,248 ▼-1.2%2,0090.3%FinanceAVGOBroadcom$543,582$30,597 ▲6.0%1,9720.3%Computer and TechnologyCOSTCostco Wholesale$519,718$29,698 ▲6.1%5250.3%Retail/WholesaleRTXRTX$490,335$148,940 ▲43.6%3,3580.3%AerospaceMORGAN STANLEY ETF TRUST$472,750$2,700 ▲0.6%9,4550.3%EATON VANCE SHRTCATCaterpillar$467,017$32,610 ▲7.5%1,2030.3%IndustrialsCMECME Group$461,664$5,237 ▲1.1%1,6750.3%FinanceVZVerizon Communications$457,667$31,630 ▲7.4%10,5770.3%Computer and TechnologyTYTri Continental$453,454$14,911 ▲3.4%14,3230.3%FinanceJNJJohnson & Johnson$446,946$8,554 ▲2.0%2,9260.3%MedicalMRKMerck & Co., Inc.$445,302$74,652 ▲20.1%5,6250.3%MedicalOKEONEOK$440,205$2,857 ▼-0.6%5,3930.3%EnergyTJXTJX Companies$433,820$13,954 ▲3.3%3,5130.3%Retail/WholesaleCVXChevron$422,697$30,356 ▼-6.7%2,9520.2%EnergyRSGRepublic Services$413,318$35,512 ▼-7.9%1,6760.2%Business ServicesAPHAmphenol$411,294$19,355 ▲4.9%4,1650.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$404,511$16,760 ▲4.3%1,7860.2%Computer and TechnologyXSVNBondBloxx Bloomberg Seven Year Target Duration US Treasury ETF$384,668$384,668 ▲New Holding8,0340.2%ETFCRWDCrowdStrike$379,436$5,093 ▲1.4%7450.2%Computer and TechnologyIYRiShares U.S. Real Estate ETF$378,511$17,817 ▲4.9%3,9940.2%ETFHONHoneywell International$363,526$1,630 ▼-0.4%1,5610.2%Multi-Sector ConglomeratesNVDANVIDIA$346,788$10,743 ▲3.2%2,1950.2%Computer and TechnologyWMBWilliams Companies$344,827$25,564 ▲8.0%5,4900.2%EnergyFLEXFlex$336,012$14,277 ▲4.4%6,7310.2%Computer and TechnologyBILSPDR Bloomberg 1-3 Month T-Bill ETF$323,990$216,941 ▼-40.1%3,5320.2%ETFGOOGLAlphabet$312,280$275,624 ▼-46.9%1,7720.2%Computer and TechnologyAMGNAmgen$311,040$32,388 ▲11.6%1,1140.2%MedicalACNAccenture$305,466$305,466 ▲New Holding1,0220.2%Computer and TechnologyAPOApollo Global Management$295,941$13,336 ▲4.7%2,0860.2%FinanceABBVAbbVie$285,298$9,467 ▲3.4%1,5370.2%MedicalADPAutomatic Data Processing$276,018$12,644 ▲4.8%8950.2%Computer and TechnologyBROBrown & Brown$273,184$11,974 ▲4.6%2,4640.2%FinanceTDGTransdigm Group$272,195$12,165 ▲4.7%1790.2%AerospaceIVViShares Core S&P 500 ETF$271,9540.0%4380.2%ETFWMKWeis Markets$263,429$9,786 ▼-3.6%3,6340.2%Retail/WholesalePNCThe PNC Financial Services Group$256,141$256,141 ▲New Holding1,3740.2%FinanceSESEA$254,145$254,145 ▲New Holding1,5890.2%Computer and TechnologyKOCocaCola$250,667$250,667 ▲New Holding3,5430.1%Consumer StaplesWECWEC Energy Group$239,868$4,585 ▲1.9%2,3020.1%UtilitiesDUKDuke Energy$237,888$20,060 ▲9.2%2,0160.1%UtilitiesKMIKinder Morgan$226,468$10,084 ▲4.7%7,7030.1%EnergyCAHCardinal Health$225,288$225,288 ▲New Holding1,3410.1%MedicalFFIVF5$225,155$225,155 ▲New Holding7650.1%Computer and TechnologyMDTMedtronic$224,027$224,027 ▲New Holding2,5700.1%MedicalARESAres Management$223,948$223,948 ▲New Holding1,2930.1%FinanceWTRGEssential Utilities$223,100$16,713 ▼-7.0%6,0070.1%UtilitiesRLRalph Lauren$222,715$222,715 ▲New Holding8120.1%Consumer DiscretionaryWSOWatsco$221,693$4,416 ▲2.0%5020.1%ConstructionRCLRoyal Caribbean Cruises$218,259$218,259 ▲New Holding6970.1%Consumer DiscretionaryAPDAir Products and Chemicals$216,622$8,462 ▲4.1%7680.1%Basic MaterialsHSBCHSBC$212,704$212,704 ▲New Holding3,4990.1%FinancePALANTIR TECHNOLOGIES INC$211,841$211,841 ▲New Holding1,5540.1%CL ADRIDarden Restaurants$207,725$207,725 ▲New Holding9530.1%Retail/WholesaleTXNTexas Instruments$203,468$203,468 ▲New Holding9800.1%Computer and TechnologyIOOiShares Global 100 ETF$0$11,411,328 ▼-100.0%00.0%ETFFTSLFirst Trust Senior Loan ETF$0$11,317,457 ▼-100.0%00.0%ManufacturingUNHUnitedHealth Group$0$505,942 ▼-100.0%00.0%MedicalCRMSalesforce$0$394,489 ▼-100.0%00.0%Computer and TechnologyMSIMotorola Solutions$0$260,935 ▼-100.0%00.0%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$0$228,983 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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