Tower Wealth Partners, Inc. Top Holdings and 13F Report (2024) About Tower Wealth Partners, Inc.Investment ActivityTower Wealth Partners, Inc. has $171.95 million in total holdings as of September 30, 2024.Tower Wealth Partners, Inc. owns shares of 75 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 2.29% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, Tower Wealth Partners, Inc. has purchased 65 new stocks and bought additional shares in 35 stocks.Tower Wealth Partners, Inc. sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings VictoryShares US Multi-Factor Minimum Volatility ETF $19,657,654iShares Core S&P Mid-Cap ETF $15,520,360SPDR Portfolio S&P 500 Growth ETF $15,478,760Amplify YieldShares CWP Dividend & Option Income ETF $13,765,121Janus Henderson AAA CLO ETF $13,574,428 Largest New Holdings this Quarter American Express $417,919 HoldingAir Products and Chemicals $265,584 HoldingAccenture $230,822 HoldingMotorola Solutions $227,063 HoldingIron Mountain $226,252 Holding Largest Purchases this Quarter American Express 1,541 shares (about $417.92K)Broadcom 1,609 shares (about $277.55K)Air Products and Chemicals 892 shares (about $265.58K)Accenture 653 shares (about $230.82K)Motorola Solutions 505 shares (about $227.06K) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 2,756 shares (about $253.03K)Merck & Co., Inc. 1,577 shares (about $179.09K)Visa 409 shares (about $112.45K)McDonald's 263 shares (about $80.09K)Apple 218 shares (about $50.79K) 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$19,657,654$39,544 ▼-0.2%404,64511.4%ETFIJHiShares Core S&P Mid-Cap ETF$15,520,360$27,857 ▲0.2%249,0439.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$15,478,760$36,825 ▼-0.2%186,6269.0%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$13,765,121$25,579 ▲0.2%334,1868.0%ETFJAAAJanus Henderson AAA CLO ETF$13,574,428$120,229 ▲0.9%266,7937.9%ETFAVUVAvantis U.S. Small Cap Value ETF$12,823,526$18,135 ▲0.1%133,6487.5%ETFIOOiShares Global 100 ETF$12,194,697$198 ▼0.0%122,9807.1%ETFBUFRFT Vest Laddered Buffer ETF$11,090,296$658 ▼0.0%371,0376.4%ETFFTSLFirst Trust Senior Loan ETF$10,720,042$93,478 ▲0.9%233,6036.2%ManufacturingEDIVSPDR S&P Emerging Markets Dividend ETF$5,655,058$21,660 ▲0.4%150,1213.3%ETFSTIPiShares 0-5 Year TIPS Bond ETF$3,005,050$44,885 ▼-1.5%29,6591.7%ETFAAPLApple$2,669,481$50,794 ▼-1.9%11,4571.6%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$2,389,642$32,932 ▲1.4%45,2071.4%ETFQQQInvesco QQQ$2,063,300$29,287 ▲1.4%4,2271.2%FinancePGProcter & Gamble$2,046,704$1,386 ▲0.1%11,8171.2%Consumer StaplesXOMExxon Mobil$1,897,557$586 ▼0.0%16,1881.1%Oils/EnergyAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$1,585,273$32,128 ▲2.1%70,7080.9%FinanceHDHome Depot$1,412,527$6,078 ▼-0.4%3,4860.8%Retail/WholesaleMSFTMicrosoft$1,337,372$44,751 ▲3.5%3,1080.8%Computer and TechnologyOUNZVan Eck Merk Gold Trust$1,286,740$12,568 ▲1.0%50,6790.7%ETFPPLPPL$1,268,518$30,566 ▼-2.4%38,3470.7%UtilitiesREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,055,862$16,356 ▲1.6%12,9110.6%ETFAMZNAmazon.com$867,739$34,098 ▲4.1%4,6570.5%Retail/WholesaleMRKMerck & Co., Inc.$716,036$179,094 ▼-20.0%6,3050.4%MedicalBRK.BBerkshire Hathaway$703,2770.0%1,5280.4%FinanceVVisa$671,428$112,455 ▼-14.3%2,4420.4%Business ServicesVTIVanguard Total Stock Market ETF$628,6150.0%2,2200.4%ETFUNHUnitedHealth Group$606,313$5,847 ▼-1.0%1,0370.4%MedicalIBMInternational Business Machines$515,337$66,324 ▲14.8%2,3310.3%Computer and TechnologyMCDMcDonald's$510,968$80,086 ▼-13.5%1,6780.3%Retail/WholesaleGSThe Goldman Sachs Group$506,498$12,873 ▼-2.5%1,0230.3%FinanceIEFiShares 7-10 Year Treasury Bond ETF$490,306$5,200 ▲1.1%4,9970.3%ETFOKEONEOK$474,841$3,463 ▲0.7%5,2110.3%Oils/EnergyJNJJohnson & Johnson$467,057$2,593 ▲0.6%2,8820.3%MedicalVZVerizon Communications$458,980$12,440 ▼-2.6%10,2200.3%Computer and TechnologyCVXChevron$449,468$16,052 ▲3.7%3,0520.3%Oils/EnergyJPMJPMorgan Chase & Co.$449,343$2,319 ▼-0.5%2,1310.3%FinanceMORGAN STANLEY ETF TRUST$441,683$3,115 ▲0.7%8,7900.3%EATON VANCE SHRTAMGNAmgen$435,950$75,075 ▲20.8%1,3530.3%MedicalCATCaterpillar$429,059$22,294 ▼-4.9%1,0970.2%Industrial ProductsTYTri-Continental$423,983$3,734 ▲0.9%12,8320.2%FinanceAXPAmerican Express$417,919$417,919 ▲New Holding1,5410.2%FinanceTAT&T$416,152$23,870 ▼-5.4%18,9160.2%Computer and TechnologyIYRiShares U.S. Real Estate ETF$399,942$3,260 ▲0.8%3,9260.2%ETFHONHoneywell International$358,642$48,577 ▲15.7%1,7350.2%Multi-Sector ConglomeratesCOSTCostco Wholesale$352,835$17,730 ▲5.3%3980.2%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$351,908$253,029 ▼-41.8%3,8330.2%ETFPWRQuanta Services$334,524$10,137 ▲3.1%1,1220.2%ConstructionRSGRepublic Services$329,980$11,247 ▲3.5%1,6430.2%Business ServicesWMTWalmart$307,728$17,280 ▼-5.3%3,8110.2%Retail/WholesaleAVGOBroadcom$306,878$277,553 ▲946.5%1,7790.2%Computer and TechnologyADPAutomatic Data Processing$291,673$9,686 ▲3.4%1,0540.2%Business ServicesABBVAbbVie$281,606$2,172 ▲0.8%1,4260.2%MedicalAPDAir Products and Chemicals$265,584$265,584 ▲New Holding8920.2%Basic MaterialsWTRGEssential Utilities$263,395$4,281 ▲1.7%6,8290.2%UtilitiesWMKWeis Markets$259,7970.0%3,7690.2%Retail/WholesaleFCXFreeport-McMoRan$258,336$28,305 ▲12.3%5,1750.2%Basic MaterialsTJXTJX Companies$251,183$26,799 ▼-9.6%2,1370.1%Retail/WholesaleCMECME Group$244,260$4,192 ▼-1.7%1,1070.1%FinanceCRMSalesforce$240,865$821 ▼-0.3%8800.1%Computer and TechnologyKLACKLA$240,067$14,714 ▲6.5%3100.1%Computer and TechnologyWSOWatsco$237,086$492 ▼-0.2%4820.1%ConstructionACNAccenture$230,822$230,822 ▲New Holding6530.1%Computer and TechnologyMSIMotorola Solutions$227,063$227,063 ▲New Holding5050.1%Computer and TechnologyDECKDeckers Outdoor$227,057$191,819 ▲544.3%1,4240.1%Retail/WholesaleIRMIron Mountain$226,252$226,252 ▲New Holding1,9040.1%Business ServicesAZNAstraZeneca$223,056$223,056 ▲New Holding2,8630.1%MedicalCORCencora$222,604$13,955 ▲6.7%9890.1%MedicalTSMTaiwan Semiconductor Manufacturing$219,172$219,172 ▲New Holding1,2620.1%Computer and TechnologyAPOApollo Global Management$208,475$208,475 ▲New Holding1,6690.1%FinanceGOOGLAlphabet$205,322$40,799 ▼-16.6%1,2380.1%Computer and TechnologyWECWEC Energy Group$202,940$202,940 ▲New Holding2,1100.1%UtilitiesUPSUnited Parcel Service$202,7380.0%1,4870.1%TransportationTDGTransDigm Group$201,225$201,225 ▲New Holding1410.1%AerospaceWMBWilliams Companies$200,860$200,860 ▲New Holding4,4000.1%Oils/EnergyQCOMQUALCOMM$0$304,148 ▼-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 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
