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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 2024-12-31, filed 2025-02-07, with 77 holding rows worth $191,135,730.

Accession
0001951757-25-000210
Filer
CIK 1852808
Filed
2025-02-07
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 77 entries on the cover page, a total value of $191,135,730 stated on the cover page (in dollars after the unit check, H1), rows summing to $191,135,730 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 US403,290$19,370,140dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS201,779$17,736,374dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL325,355$16,498,752dollars as filed
COLUMBIA ETF TR I19761L706RESH ENHNC COR468,042$16,203,614dollars as filed
IJH464287507COM248,053$15,456,182dollars as filed
Avantis US Small Cap Value ETF025072877SHS134,638$12,996,606dollars as filed
iShares Global 100 ETF464287572SHS118,521$11,943,361dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D309SENIOR LN FD248,005$11,467,751dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED347,704$10,594,541dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV244,485$9,896,753dollars as filed
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF155,424$5,482,582dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF66,707$2,993,143dollars as filed
VTI922908769COM9,040$2,619,882dollars as filed
Apple Inc037833100COM9,086$2,275,316dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL44,272$2,264,070dollars as filed
INVESCO QQQ TR46090E103COM4,047$2,069,102dollars as filed
Procter & Gamble Co742718109COM11,477$1,924,119dollars as filed
EXXON MOBIL CORP30231G102COM16,186$1,741,128dollars as filed
ISHARES TR464287457COM18,409$1,509,170dollars as filed
Microsoft Corp594918104COM3,210$1,353,015dollars as filed
Home Depot, Inc437076102COM3,457$1,344,738dollars as filed
VanEck Merk Gold Trust921078101SHS50,788$1,284,936dollars as filed
PPL CORP COM69351T106Stock37,381$1,213,386dollars as filed
Amazon.com, Inc023135106COM4,910$1,077,205dollars as filed
PROSHARES TR74347B680S&P MDCP 400 DIV13,049$1,052,532dollars as filed
Visa Inc92826C839COM2,486$785,675dollars as filed
Berkshire Hathaway Inc084670702COM1,528$692,612dollars as filed
Goldman Sachs Group,Inc.38141G104COM1,012$579,491dollars as filed
Merck & Co.,Inc.58933Y105COM5,617$558,753dollars as filed
American Express Company025816109COM1,878$557,372dollars as filed
UnitedHealth Group Inc91324P102COM1,099$555,940dollars as filed
ONEOK INC NEW682680103COM5,241$526,161dollars as filed
International Business Machines Corporation459200101COM2,376$522,316dollars as filed
Honeywell Technologies438516106COM2,234$504,638dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS5,488$501,768dollars as filed
JPMorgan Chase & Co46625H100COM2,080$498,597dollars as filed
MORGAN STANLEY ETF TRUST61774R858EATON VANCE SHRT9,401$468,734dollars as filed
McDonalds Corporation580135101COM1,542$447,010dollars as filed
Chevron Corporation166764100COM3,070$444,659dollars as filed
TRI CONTL CORP895436103COM13,731$435,131dollars as filed
CME Group Inc. Class A12572Q105COM1,859$431,716dollars as filed
AT&T Inc00206R102COM18,916$430,717dollars as filed
Verizon Communications Inc92343V104COM10,483$419,215dollars as filed
Johnson & Johnson478160104COM2,865$414,336dollars as filed
Caterpillar Inc.149123101COM1,119$405,928dollars as filed
TJX Companies Inc872540109COM3,325$401,693dollars as filed
Costco Wholesale Corporation22160K105COM423$387,582dollars as filed
Amgen Inc.031162100COM1,416$369,066dollars as filed
QUANTA SVCS INC74762E102COM1,165$368,198dollars as filed
Broadcom Inc.11135F101COM1,545$358,193dollars as filed
ISHARES TR464287739U.S. REAL ES ETF3,750$348,975dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,697$341,402dollars as filed
META PLATFORMS INC CL A30303M102COM539$315,590dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,607$304,205dollars as filed
DECKERS OUTDOOR CORP243537107COM1,466$297,730dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,470$290,310dollars as filed
Salesforce.com, Inc79466L302COM867$289,864dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock1,743$287,874dollars as filed
WEIS MKTS INC COM948849104Stock3,769$255,237dollars as filed
AbbVie,Inc.00287Y109COM1,413$251,090dollars as filed
WILLIAMS COS INC COM969457100Stock4,591$248,465dollars as filed
Automatic Data Processing,Inc.053015103COM836$244,722dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock519$239,897dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock6,429$233,501dollars as filed
WATSCO INC COM942622200Stock482$228,415dollars as filed
NVIDIA Corp67066G104COM1,661$223,056dollars as filed
MasterCard, Inc57636Q104COM415$218,527dollars as filed
ARES MANAGEMENT CORPORATION CL A COM STK03990B101Stock1,229$217,570dollars as filed
ISHARES TR4642874407-10 YR TRSY BD2,342$216,518dollars as filed
AMPHENOL CORP NEW032095101COM3,106$215,712dollars as filed
FLEX LTD ORDY2573F102Stock5,541$212,719dollars as filed
IRON MTN INC DEL COM46284V101REIT1,987$208,854dollars as filed
Raytheon Technologies Corporation75513E101COM1,772$205,056dollars as filed
FREEPORT MCMORAN INC CL B35671D857Stock5,365$204,299dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock2,139$201,152dollars as filed
BROWN & BROWN INC COM115236101Stock1,967$200,673dollars as filed
AIR PRODS & CHEMS INC009158106COM691$200,418dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000210this filing2025-02-07acceptance time not in the bulk data set