Tower Wealth Partners, Inc. Top Holdings and 13F Report (2024) → This AI Trade Machine Made 1,729%* (With 89% Wins) (From Prosper Trading Academy) (Ad) About Tower Wealth Partners, Inc.Investment ActivityTower 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 $17,937,027iShares Core S&P Mid-Cap ETF $15,297,551SPDR Portfolio S&P 500 Growth ETF $13,405,396Amplify YieldShares CWP Dividend & Option Income ETF $12,782,655Avantis U.S. Small Cap Value ETF $12,340,014 Largest New Holdings this Quarter Builders FirstSource $264,024 HoldingAmgen $224,897 HoldingAbbVie $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 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$17,937,027$211,587 ▲1.2%396,48611.6%ETFIJHiShares Core S&P Mid-Cap ETF$15,297,551$12,262,009 ▲403.9%251,8539.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$13,405,396$203,576 ▲1.5%183,2598.7%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$12,782,655$166,212 ▲1.3%328,7728.3%ETFAVUVAvantis U.S. Small Cap Value ETF$12,340,014$167,553 ▲1.4%131,6838.0%ETFIOOiShares Global 100 ETF$11,106,510$66,610 ▲0.6%124,2207.2%ETFBUFRFT Vest Fund of Buffer ETFs$10,121,073$41,437 ▲0.4%361,9846.6%ETFJAAAJanus Henderson AAA CLO ETF$9,857,615$211,637 ▲2.2%194,2776.4%ETFFTSLFirst Trust Senior Loan ETF$9,136,872$268,896 ▲3.0%197,7255.9%ManufacturingDBEMXtrackers MSCI Emerging Markets Hedged Equity ETF$5,027,387$86,273 ▲1.7%210,1323.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,671,353$89,785 ▲2.5%36,9242.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,165,222$89,078 ▲4.3%43,2181.4%ETFFMBFirst Trust Managed Municipal ETF$2,060,769$33,179 ▼-1.6%40,1241.3%ManufacturingAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$2,000,558$69,729 ▲3.6%90,6051.3%FinancePGProcter & Gamble$1,896,378$1,104,111 ▲139.4%11,6881.2%Consumer StaplesXOMExxon Mobil$1,881,228$4,998 ▲0.3%16,1841.2%Oils/EnergyAAPLApple$1,838,437$251,904 ▲15.9%10,7211.2%Computer and TechnologyQQQInvesco QQQ$1,700,558$41,737 ▲2.5%3,8301.1%FinanceHDHome Depot$1,300,404$38,744 ▲3.1%3,3900.8%Retail/WholesaleOUNZVan Eck Merk Gold Trust$1,170,102$20,728 ▲1.8%54,4740.8%ETFMSFTMicrosoft$1,127,530$10,097 ▼-0.9%2,6800.7%Computer and TechnologyPPLPPL$1,077,6060.0%39,1430.7%UtilitiesREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$957,961$46,586 ▲5.1%12,1940.6%ETFMRKMerck & Co., Inc.$818,563$50,533 ▼-5.8%6,2040.5%MedicalVVisa$697,700$39,908 ▲6.1%2,5000.5%Business ServicesAMZNAmazon.com$667,586$64,937 ▲10.8%3,7010.4%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$652,207$8,614 ▲1.3%6,8900.4%ETFBRK.BBerkshire Hathaway$642,555$126,156 ▼-16.4%1,5280.4%FinanceCVXChevron$587,897$19,875 ▲3.5%3,7270.4%Oils/EnergyVTIVanguard Total Stock Market ETF$576,9780.0%2,2200.4%ETFMCDMcDonald's$555,723$9,304 ▲1.7%1,9710.4%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$522,801$63,067 ▲13.7%5,6950.3%ETFUNHUnitedHealth Group$519,435$37,103 ▲7.7%1,0500.3%MedicalGSThe Goldman Sachs Group$473,243$14,619 ▲3.2%1,1330.3%FinanceWMTWalmart$419,024$288,275 ▲220.5%6,9640.3%Retail/WholesaleOKEONEOK$411,168$3,126 ▼-0.8%5,1290.3%Oils/EnergyVZVerizon Communications$402,480$84 ▲0.0%9,5920.3%Computer and TechnologyGBFiShares Government/Credit Bond ETF$400,899$16,773 ▲4.4%3,8720.3%ETFJNJJohnson & Johnson$392,944$178,122 ▼-31.2%2,4840.3%MedicalIBMInternational Business Machines$389,749$80,394 ▲26.0%2,0410.3%Computer and TechnologyTYTri-Continental$384,451$6,930 ▲1.8%12,4820.2%FinanceCATCaterpillar$382,186$44,338 ▲13.1%1,0430.2%Industrial ProductsJPMJPMorgan Chase & Co.$353,930$140,210 ▼-28.4%1,7670.2%FinanceTAT&T$352,018$1,320 ▼-0.4%20,0010.2%Computer and TechnologyIYRiShares U.S. Real Estate ETF$337,934$10,069 ▲3.1%3,7590.2%ETFCMECME Group$335,852$16,793 ▼-4.8%1,5600.2%FinancePWRQuanta Services$270,192$16,108 ▲6.3%1,0400.2%ConstructionBLDRBuilders FirstSource$264,024$264,024 ▲New Holding1,2660.2%Retail/WholesaleCRMSalesforce$262,027$5,120 ▲2.0%8700.2%Computer and TechnologyRSGRepublic Services$246,192$3,254 ▲1.3%1,2860.2%Business ServicesWMKWeis Markets$242,724$79,470 ▼-24.7%3,7690.2%Retail/WholesaleADPAutomatic Data Processing$237,253$11,238 ▼-4.5%9500.2%Business ServicesAVGOBroadcom$234,598$169,653 ▼-42.0%1770.2%Computer and TechnologyWTRGEssential Utilities$233,119$2,853 ▲1.2%6,2920.2%UtilitiesAMGNAmgen$224,897$224,897 ▲New Holding7910.1%MedicalABBVAbbVie$222,162$222,162 ▲New Holding1,2200.1%MedicalUPSUnited Parcel Service$221,756$5,648 ▲2.6%1,4920.1%TransportationWSOWatsco$208,642$8,207 ▼-3.8%4830.1%ConstructionCSCOCisco Systems$0$213,599 ▼-100.0%00.0%Computer and TechnologyShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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