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Disclosery

13F-HR filed by Tower Wealth Partners, Inc.

Tower Wealth Partners, Inc. filed this 13F-HR for the quarter ended 2024-09-30, filed 2024-10-29, with 75 holding rows worth $171,952,795.

Accession
0001951757-24-001141
Filer
CIK 1852808
Filed
2024-10-29
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 75 entries on the cover page, a total value of $171,952,795 stated on the cover page (in dollars after the unit check, H1), rows summing to $171,952,795 with VALUE read as dollars as filed, 13F file number 028-21131. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VICTORY PORTFOLIOS II92647N691VICTORYSHS US404,645$19,657,654dollars as filed
IJH464287507COM249,043$15,520,360dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS186,626$15,478,760dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV334,186$13,765,121dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL266,793$13,574,428dollars as filed
Avantis US Small Cap Value ETF025072877SHS133,648$12,823,526dollars as filed
iShares Global 100 ETF464287572SHS122,980$12,194,697dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED371,037$11,090,296dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D309SENIOR LN FD233,603$10,720,042dollars as filed
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF150,121$5,655,058dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS29,659$3,005,050dollars as filed
Apple Inc037833100COM11,457$2,669,481dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL45,207$2,389,642dollars as filed
INVESCO QQQ TR46090E103COM4,227$2,063,300dollars as filed
Procter & Gamble Co742718109COM11,817$2,046,704dollars as filed
EXXON MOBIL CORP30231G102COM16,188$1,897,557dollars as filed
WISDOMTREE TR97717W380INTRST RATE HDGE70,708$1,585,273dollars as filed
Home Depot, Inc437076102COM3,486$1,412,527dollars as filed
Microsoft Corp594918104COM3,108$1,337,372dollars as filed
VanEck Merk Gold Trust921078101SHS50,679$1,286,740dollars as filed
PPL CORP COM69351T106Stock38,347$1,268,518dollars as filed
PROSHARES TR74347B680S&P MDCP 400 DIV12,911$1,055,862dollars as filed
Amazon.com, Inc023135106COM4,657$867,739dollars as filed
Merck & Co.,Inc.58933Y105COM6,305$716,036dollars as filed
Berkshire Hathaway Inc084670702COM1,528$703,277dollars as filed
Visa Inc92826C839COM2,442$671,428dollars as filed
VTI922908769COM2,220$628,615dollars as filed
UnitedHealth Group Inc91324P102COM1,037$606,313dollars as filed
International Business Machines Corporation459200101COM2,331$515,337dollars as filed
McDonalds Corporation580135101COM1,678$510,968dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,023$506,498dollars as filed
ISHARES TR4642874407-10 YR TRSY BD4,997$490,306dollars as filed
ONEOK INC NEW682680103COM5,211$474,841dollars as filed
Johnson & Johnson478160104COM2,882$467,057dollars as filed
Verizon Communications Inc92343V104COM10,220$458,980dollars as filed
Chevron Corporation166764100COM3,052$449,468dollars as filed
JPMorgan Chase & Co46625H100COM2,131$449,343dollars as filed
MORGAN STANLEY ETF TRUST61774R858EATON VANCE SHRT8,790$441,683dollars as filed
Amgen Inc.031162100COM1,353$435,950dollars as filed
Caterpillar Inc.149123101COM1,097$429,059dollars as filed
TRI CONTL CORP895436103COM12,832$423,983dollars as filed
American Express Company025816109COM1,541$417,919dollars as filed
AT&T Inc00206R102COM18,916$416,152dollars as filed
ISHARES TR464287739U.S. REAL ES ETF3,926$399,942dollars as filed
Honeywell Technologies438516106COM1,735$358,642dollars as filed
Costco Wholesale Corporation22160K105COM398$352,835dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,833$351,908dollars as filed
QUANTA SVCS INC74762E102COM1,122$334,524dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,643$329,980dollars as filed
Walmart Inc.931142103COM3,811$307,728dollars as filed
Broadcom Inc.11135F101COM1,779$306,878dollars as filed
Automatic Data Processing,Inc.053015103COM1,054$291,673dollars as filed
AbbVie,Inc.00287Y109COM1,426$281,606dollars as filed
AIR PRODS & CHEMS INC009158106COM892$265,584dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock6,829$263,395dollars as filed
WEIS MKTS INC COM948849104Stock3,769$259,797dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,175$258,336dollars as filed
TJX Companies Inc872540109COM2,137$251,183dollars as filed
CME Group Inc. Class A12572Q105COM1,107$244,260dollars as filed
Salesforce.com, Inc79466L302COM880$240,865dollars as filed
KLA CORP482480100COM310$240,067dollars as filed
WATSCO INC COM942622200Stock482$237,086dollars as filed
Accenture Plc Class AG1151C101COM653$230,822dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock505$227,063dollars as filed
DECKERS OUTDOOR CORP243537107COM1,424$227,057dollars as filed
IRON MTN INC DEL COM46284V101REIT1,904$226,252dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR2,863$223,056dollars as filed
CENCORA INC COM03073E105Stock989$222,604dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,262$219,172dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock1,669$208,475dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,238$205,322dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock2,110$202,940dollars as filed
United Parcel Service,Inc. Class B911312106COM1,487$202,738dollars as filed
TRANSDIGM GROUP INC COM893641100Stock141$201,225dollars as filed
WILLIAMS COS INC COM969457100Stock4,400$200,860dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-24-001141this filing2024-10-29acceptance time not in the bulk data set