Tower Wealth Partners, Inc. Top Holdings and 13F Report (2025) About Tower Wealth Partners, Inc.Investment ActivityTower Wealth Partners, Inc. has $187.06 million in total holdings as of March 31, 2025.Tower Wealth Partners, Inc. owns shares of 76 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 1.48% of the portfolio was sold this quarter.This quarter, Tower Wealth Partners, Inc. has purchased 77 new stocks and bought additional shares in 47 stocks.Tower Wealth Partners, Inc. sold shares of 20 stocks and completely divested from 6 stocks this quarter.Largest Holdings VictoryShares US Multi-Factor Minimum Volatility ETF $19,586,303Janus Henderson AAA CLO ETF $16,376,693SPDR Portfolio S&P 500 Growth ETF $16,034,056Columbia Research Enhanced Core ETF $15,745,492iShares Core S&P Mid-Cap ETF $14,538,428 Largest New Holdings this Quarter 22788C105 - CrowdStrike $259,146 Holding464287200 - iShares Core S&P 500 ETF $246,112 Holding893641100 - TransDigm Group $236,543 Holding26441C204 - Duke Energy $225,157 Holding49456B101 - Kinder Morgan $209,981 Holding Largest Purchases this Quarter Alphabet 1,729 shares (about $267.37K)CrowdStrike 735 shares (about $259.15K)iShares Core S&P 500 ETF 438 shares (about $246.11K)TransDigm Group 171 shares (about $236.54K)Duke Energy 1,846 shares (about $225.16K) Largest Sales this Quarter SPDR Portfolio S&P 500 Growth ETF 2,276 shares (about $182.92K)Visa 463 shares (about $162.26K)Honeywell International 666 shares (about $141.03K)Amgen 418 shares (about $130.23K)Janus Henderson AAA CLO ETF 2,407 shares (about $122.06K) 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$19,586,303$54,968 ▲0.3%404,42510.5%ETFJAAAJanus Henderson AAA CLO ETF$16,376,693$122,059 ▼-0.7%322,9488.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$16,034,056$182,922 ▼-1.1%199,5038.6%ETFRECSColumbia Research Enhanced Core ETF$15,745,492$201,817 ▲1.3%474,1198.4%ETFIJHiShares Core S&P Mid-Cap ETF$14,538,428$64,535 ▲0.4%249,1597.8%ETFAVUVAvantis U.S. Small Cap Value ETF$11,824,349$87,955 ▲0.7%135,6476.3%ETFIOOiShares Global 100 ETF$11,411,328$1,059 ▼0.0%118,5106.1%ETFFTSLFirst Trust Senior Loan ETF$11,317,457$3,972 ▼0.0%247,9186.1%ManufacturingBUFRFT Vest Laddered Buffer ETF$10,296,551$26,780 ▼-0.3%346,8025.5%ETFDIVOAmplify YieldShares CWP Dividend & Option Income ETF$9,932,673$34,981 ▼-0.4%243,6275.3%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$5,569,843$21,206 ▲0.4%156,0183.0%ETFFBNDFidelity Total Bond ETF$3,084,068$38,894 ▲1.3%67,5591.6%ETFVTIVanguard Total Stock Market ETF$2,461,192$23,361 ▼-0.9%8,9551.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$2,278,897$17,926 ▲0.8%44,6231.2%ETFAAPLApple$2,239,293$221,019 ▲11.0%10,0811.2%Computer and TechnologyXOMExxon Mobil$1,952,355$27,354 ▲1.4%16,4161.0%EnergyPGProcter & Gamble$1,920,804$35,107 ▼-1.8%11,2711.0%Consumer StaplesQQQInvesco QQQ$1,874,414$23,448 ▼-1.2%3,9971.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,553,504$30,527 ▲2.0%18,7780.8%ManufacturingOUNZVan Eck Merk Gold Trust$1,532,468$1,718 ▲0.1%50,8450.8%ETFPPLPPL$1,306,712$43,115 ▼-3.2%36,1870.7%UtilitiesHDHome Depot$1,273,553$6,597 ▲0.5%3,4750.7%Retail/WholesaleMSFTMicrosoft$1,130,675$74,327 ▼-6.2%3,0120.6%Computer and TechnologyREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$1,062,241$9,839 ▲0.9%13,1710.6%ETFAMZNAmazon.com$993,347$59,171 ▲6.3%5,2210.5%Retail/WholesaleBRK.BBerkshire Hathaway$813,7820.0%1,5280.4%FinanceVVisa$708,981$162,263 ▼-18.6%2,0230.4%Business ServicesIBMInternational Business Machines$622,396$31,580 ▲5.3%2,5030.3%Computer and TechnologyAXPAmerican Express$597,829$92,553 ▲18.3%2,2220.3%FinanceTAT&T$584,237$49,292 ▲9.2%20,6590.3%Computer and TechnologyMCDMcDonald's$576,635$94,960 ▲19.7%1,8460.3%Retail/WholesaleGSThe Goldman Sachs Group$545,197$7,648 ▼-1.4%9980.3%FinanceBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$540,932$37,518 ▲7.5%5,8970.3%ETFOKEONEOK$538,530$18,553 ▲3.6%5,4280.3%EnergyCVXChevron$529,306$15,725 ▲3.1%3,1640.3%EnergyGOOGLAlphabet$515,879$267,373 ▲107.6%3,3360.3%Computer and TechnologyUNHUnitedHealth Group$505,942$69,659 ▼-12.1%9660.3%MedicalJPMJPMorgan Chase & Co.$498,940$11,284 ▼-2.2%2,0340.3%FinanceJNJJohnson & Johnson$475,961$829 ▲0.2%2,8700.3%MedicalMORGAN STANLEY ETF TRUST$468,5460.0%9,4010.3%EATON VANCE SHRTCOSTCostco Wholesale$468,161$68,096 ▲17.0%4950.3%Retail/WholesaleVZVerizon Communications$446,615$28,894 ▼-6.1%9,8460.2%Computer and TechnologyRSGRepublic Services$440,731$29,786 ▲7.2%1,8200.2%Business ServicesCMECME Group$439,320$53,854 ▼-10.9%1,6560.2%FinanceMETAMeta Platforms$436,305$125,647 ▲40.4%7570.2%Computer and TechnologyTYTri-Continental$424,853$3,711 ▲0.9%13,8520.2%FinanceMRKMerck & Co., Inc.$420,221$83,919 ▼-16.6%4,6820.2%MedicalTJXTJX Companies$414,120$9,135 ▲2.3%3,4000.2%Retail/WholesaleCRMSalesforce$394,489$161,821 ▲69.6%1,4700.2%Computer and TechnologyCATCaterpillar$369,0460.0%1,1190.2%IndustrialsIYRiShares U.S. Real Estate ETF$364,424$5,362 ▲1.5%3,8060.2%ETFHONHoneywell International$332,024$141,026 ▼-29.8%1,5680.2%Multi-Sector ConglomeratesAVGOBroadcom$311,587$52,908 ▲20.5%1,8610.2%Computer and TechnologyABBVAbbVie$311,347$15,295 ▲5.2%1,4860.2%MedicalAMGNAmgen$310,927$130,228 ▼-29.5%9980.2%MedicalRTXRTX$309,691$74,972 ▲31.9%2,3380.2%AerospaceWMBWilliams Companies$303,760$29,402 ▲10.7%5,0830.2%EnergyBROBrown & Brown$293,086$48,392 ▲19.8%2,3560.2%FinanceWMKWeis Markets$290,4010.0%3,7690.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$284,192$40,172 ▲16.5%1,7120.2%Computer and TechnologyAPOApollo Global Management$272,784$34,098 ▲14.3%1,9920.1%FinanceMSIMotorola Solutions$260,935$33,711 ▲14.8%5960.1%Computer and TechnologyADPAutomatic Data Processing$260,923$5,500 ▲2.2%8540.1%Business ServicesAPHAmphenol$260,327$56,604 ▲27.8%3,9690.1%Computer and TechnologyCRWDCrowdStrike$259,146$259,146 ▲New Holding7350.1%Computer and TechnologyWTRGEssential Utilities$255,245$1,107 ▲0.4%6,4570.1%UtilitiesWSOWatsco$250,084$5,083 ▲2.1%4920.1%ConstructionIVViShares Core S&P 500 ETF$246,112$246,112 ▲New Holding4380.1%ETFWECWEC Energy Group$246,077$12,969 ▲5.6%2,2580.1%UtilitiesTDGTransDigm Group$236,543$236,543 ▲New Holding1710.1%AerospaceNVDANVIDIA$230,524$50,505 ▲28.1%2,1270.1%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$228,983$5,627 ▲2.5%2,4010.1%ETFDUKDuke Energy$225,157$225,157 ▲New Holding1,8460.1%UtilitiesAPDAir Products and Chemicals$217,651$13,861 ▲6.8%7380.1%Basic MaterialsFLEXFlex$213,201$29,904 ▲16.3%6,4450.1%Computer and TechnologyKMIKinder Morgan$209,981$209,981 ▲New Holding7,3600.1%EnergyPWRQuanta Services$0$368,198 ▼-100.0%00.0%ConstructionDECKDeckers Outdoor$0$297,730 ▼-100.0%00.0%Retail/WholesaleMAMastercard$0$218,527 ▼-100.0%00.0%Business ServicesARESAres Management$0$217,570 ▼-100.0%00.0%FinanceIRMIron Mountain$0$208,854 ▼-100.0%00.0%Business ServicesFCXFreeport-McMoRan$0$204,299 ▼-100.0%00.0%Basic MaterialsShowing 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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