Tower Wealth Partners, Inc. Top Holdings and 13F Report (2025) About Tower Wealth Partners, Inc.Investment ActivityTower Wealth Partners, Inc. has $191.14 million in total holdings as of December 31, 2024.Tower Wealth Partners, Inc. owns shares of 77 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 16.17% of the portfolio was purchased this quarter.About 6.57% of the portfolio was sold this quarter.This quarter, Tower Wealth Partners, Inc. has purchased 75 new stocks and bought additional shares in 37 stocks.Tower Wealth Partners, Inc. sold shares of 25 stocks and completely divested from 9 stocks this quarter.Largest Holdings VictoryShares US Multi-Factor Minimum Volatility ETF $19,370,140SPDR Portfolio S&P 500 Growth ETF $17,736,374Janus Henderson AAA CLO ETF $16,498,752Columbia Research Enhanced Core ETF $16,203,614iShares Core S&P Mid-Cap ETF $15,456,182 Largest New Holdings this Quarter Columbia Research Enhanced Core ETF $16,203,614 HoldingFidelity Total Bond ETF $2,993,143 HoldingiShares 1-3 Year Treasury Bond ETF $1,509,170 HoldingMeta Platforms $315,590 HoldingNVIDIA $223,056 Holding Largest Purchases this Quarter Columbia Research Enhanced Core ETF 468,042 shares (about $16.20M)Fidelity Total Bond ETF 66,707 shares (about $2.99M)Janus Henderson AAA CLO ETF 58,562 shares (about $2.97M)Vanguard Total Stock Market ETF 6,820 shares (about $1.98M)iShares 1-3 Year Treasury Bond ETF 18,409 shares (about $1.51M) Largest Sales this Quarter Amplify YieldShares CWP Dividend & Option Income ETF 89,701 shares (about $3.63M)FT Vest Laddered Buffer ETF 23,333 shares (about $710.96K)Apple 2,371 shares (about $593.75K)iShares Global 100 ETF 4,459 shares (about $449.33K)iShares 7-10 Year Treasury Bond ETF 2,655 shares (about $245.45K) 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$19,370,140$65,081 ▼-0.3%403,29010.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$17,736,374$1,331,949 ▲8.1%201,7799.3%ETFJAAAJanus Henderson AAA CLO ETF$16,498,752$2,969,679 ▲22.0%325,3558.6%ETFRECSColumbia Research Enhanced Core ETF$16,203,614$16,203,614 ▲New Holding468,0428.5%ETFIJHiShares Core S&P Mid-Cap ETF$15,456,182$61,687 ▼-0.4%248,0538.1%ETFAVUVAvantis U.S. Small Cap Value ETF$12,996,606$95,565 ▲0.7%134,6386.8%ETFIOOiShares Global 100 ETF$11,943,361$449,333 ▼-3.6%118,5216.2%ETFFTSLFirst Trust Senior Loan ETF$11,467,751$665,948 ▲6.2%248,0056.0%ManufacturingBUFRFT Vest Laddered Buffer ETF$10,594,541$710,957 ▼-6.3%347,7045.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$9,896,753$3,631,097 ▼-26.8%244,4855.2%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$5,482,582$187,063 ▲3.5%155,4242.9%ETFFBNDFidelity Total Bond ETF$2,993,143$2,993,143 ▲New Holding66,7071.6%ETFVTIVanguard Total Stock Market ETF$2,619,882$1,976,504 ▲307.2%9,0401.4%ETFAAPLApple$2,275,316$593,746 ▼-20.7%9,0861.2%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$2,264,070$47,816 ▼-2.1%44,2721.2%ETFQQQInvesco QQQ$2,069,102$92,028 ▼-4.3%4,0471.1%FinancePGProcter & Gamble$1,924,119$57,001 ▼-2.9%11,4771.0%Consumer StaplesXOMExxon Mobil$1,741,128$215 ▼0.0%16,1860.9%Oils/EnergySHYiShares 1-3 Year Treasury Bond ETF$1,509,170$1,509,170 ▲New Holding18,4090.8%ManufacturingMSFTMicrosoft$1,353,015$42,993 ▲3.3%3,2100.7%Computer and TechnologyHDHome Depot$1,344,738$11,281 ▼-0.8%3,4570.7%Retail/WholesaleOUNZVan Eck Merk Gold Trust$1,284,936$2,758 ▲0.2%50,7880.7%ETFPPLPPL$1,213,386$31,356 ▼-2.5%37,3810.6%UtilitiesAMZNAmazon.com$1,077,205$55,506 ▲5.4%4,9100.6%Retail/WholesaleREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,052,532$11,131 ▲1.1%13,0490.6%ETFVVisa$785,675$13,906 ▲1.8%2,4860.4%Business ServicesBRK.BBerkshire Hathaway$692,6120.0%1,5280.4%FinanceGSThe Goldman Sachs Group$579,491$6,299 ▼-1.1%1,0120.3%FinanceMRKMerck & Co., Inc.$558,753$68,439 ▼-10.9%5,6170.3%MedicalAXPAmerican Express$557,372$100,018 ▲21.9%1,8780.3%FinanceUNHUnitedHealth Group$555,940$31,363 ▲6.0%1,0990.3%MedicalOKEONEOK$526,161$3,012 ▲0.6%5,2410.3%Oils/EnergyIBMInternational Business Machines$522,316$9,892 ▲1.9%2,3760.3%Computer and TechnologyHONHoneywell International$504,638$112,719 ▲28.8%2,2340.3%Multi-Sector ConglomeratesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$501,768$151,317 ▲43.2%5,4880.3%ETFJPMJPMorgan Chase & Co.$498,597$12,225 ▼-2.4%2,0800.3%FinanceMORGAN STANLEY ETF TRUST$468,734$30,464 ▲7.0%9,4010.2%EATON VANCE SHRTMCDMcDonald's$447,010$39,425 ▼-8.1%1,5420.2%Retail/WholesaleCVXChevron$444,659$2,607 ▲0.6%3,0700.2%Oils/EnergyTYTri-Continental$435,131$28,489 ▲7.0%13,7310.2%FinanceCMECME Group$431,716$174,637 ▲67.9%1,8590.2%FinanceTAT&T$430,7170.0%18,9160.2%Computer and TechnologyVZVerizon Communications$419,215$10,517 ▲2.6%10,4830.2%Computer and TechnologyJNJJohnson & Johnson$414,336$2,459 ▼-0.6%2,8650.2%MedicalCATCaterpillar$405,928$7,981 ▲2.0%1,1190.2%Industrial ProductsTJXTJX Companies$401,693$143,522 ▲55.6%3,3250.2%Retail/WholesaleCOSTCostco Wholesale$387,582$22,907 ▲6.3%4230.2%Retail/WholesaleAMGNAmgen$369,066$16,420 ▲4.7%1,4160.2%MedicalPWRQuanta Services$368,198$13,590 ▲3.8%1,1650.2%ConstructionAVGOBroadcom$358,193$54,251 ▼-13.2%1,5450.2%Computer and TechnologyIYRiShares U.S. Real Estate ETF$348,975$16,379 ▼-4.5%3,7500.2%ETFRSGRepublic Services$341,402$10,864 ▲3.3%1,6970.2%Business ServicesMETAMeta Platforms$315,590$315,590 ▲New Holding5390.2%Computer and TechnologyGOOGLAlphabet$304,205$69,852 ▲29.8%1,6070.2%Computer and TechnologyDECKDeckers Outdoor$297,730$8,530 ▲2.9%1,4660.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$290,310$41,078 ▲16.5%1,4700.2%Computer and TechnologyCRMSalesforce$289,864$4,346 ▼-1.5%8670.2%Computer and TechnologyAPOApollo Global Management$287,874$12,222 ▲4.4%1,7430.2%FinanceWMKWeis Markets$255,2370.0%3,7690.1%Retail/WholesaleABBVAbbVie$251,090$2,310 ▼-0.9%1,4130.1%MedicalWMBWilliams Companies$248,465$10,337 ▲4.3%4,5910.1%Oils/EnergyADPAutomatic Data Processing$244,722$63,815 ▼-20.7%8360.1%Business ServicesMSIMotorola Solutions$239,897$6,471 ▲2.8%5190.1%Computer and TechnologyWTRGEssential Utilities$233,501$14,528 ▼-5.9%6,4290.1%UtilitiesWSOWatsco$228,4150.0%4820.1%ConstructionNVDANVIDIA$223,056$223,056 ▲New Holding1,6610.1%Computer and TechnologyMAMastercard$218,527$218,527 ▲New Holding4150.1%Business ServicesARESAres Management$217,570$217,570 ▲New Holding1,2290.1%FinanceIEFiShares 7-10 Year Treasury Bond ETF$216,518$245,455 ▼-53.1%2,3420.1%ETFAPHAmphenol$215,712$215,712 ▲New Holding3,1060.1%Computer and TechnologyFLEXFlex$212,719$212,719 ▲New Holding5,5410.1%Computer and TechnologyIRMIron Mountain$208,854$8,724 ▲4.4%1,9870.1%Business ServicesRTXRTX$205,056$205,056 ▲New Holding1,7720.1%AerospaceFCXFreeport-McMoRan$204,299$7,235 ▲3.7%5,3650.1%Basic MaterialsWECWEC Energy Group$201,152$2,727 ▲1.4%2,1390.1%UtilitiesBROBrown & Brown$200,673$200,673 ▲New Holding1,9670.1%FinanceAPDAir Products and Chemicals$200,418$58,298 ▼-22.5%6910.1%Basic MaterialsSTIPiShares 0-5 Year TIPS Bond ETF$0$3,005,050 ▼-100.0%00.0%ETFAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$0$1,585,273 ▼-100.0%00.0%FinanceWMTWalmart$0$307,728 ▼-100.0%00.0%Retail/WholesaleKLACKLA$0$240,067 ▼-100.0%00.0%Computer and TechnologyACNAccenture$0$230,822 ▼-100.0%00.0%Computer and TechnologyAZNAstraZeneca$0$223,056 ▼-100.0%00.0%MedicalCORCencora$0$222,604 ▼-100.0%00.0%MedicalUPSUnited Parcel Service$0$202,738 ▼-100.0%00.0%TransportationTDGTransDigm Group$0$201,225 ▼-100.0%00.0%AerospaceShowing 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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