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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 2025-03-31, filed 2025-04-11, with 76 holding rows worth $187,058,762.

Accession
0001951757-25-000305
Filer
CIK 1852808
Filed
2025-04-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 76 entries on the cover page, a total value of $187,058,762 stated on the cover page (in dollars after the unit check, H1), rows summing to $187,058,762 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 US404,425$19,586,303dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL322,948$16,376,693dollars as filed
SPDR Portfolio S&P 500 Growth ETF78464A409SHS199,503$16,034,056dollars as filed
COLUMBIA ETF TR I19761L706RESH ENHNC COR474,119$15,745,492dollars as filed
IJH464287507COM249,159$14,538,428dollars as filed
Avantis US Small Cap Value ETF025072877SHS135,647$11,824,349dollars as filed
iShares Global 100 ETF464287572SHS118,510$11,411,328dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D309SENIOR LN FD247,918$11,317,457dollars as filed
FIRST TR EXCHNG TRADED FD VI33740F755FT VEST LADDERED346,802$10,296,551dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV243,627$9,932,673dollars as filed
SPDR INDEX SHS FDS78463X533ST MAR DIVID ETF156,018$5,569,843dollars as filed
FIDELITY MERRIMACK STR TR316188309TOTAL BD ETF67,559$3,084,068dollars as filed
VTI922908769COM8,955$2,461,192dollars as filed
SPDR SER TR78464A508PRTFLO S&P500 VL44,623$2,278,897dollars as filed
Apple Inc037833100COM10,081$2,239,293dollars as filed
EXXON MOBIL CORP30231G102COM16,416$1,952,355dollars as filed
Procter & Gamble Co742718109COM11,271$1,920,804dollars as filed
INVESCO QQQ TR46090E103COM3,997$1,874,414dollars as filed
ISHARES TR464287457COM18,778$1,553,504dollars as filed
VanEck Merk Gold Trust921078101SHS50,845$1,532,468dollars as filed
PPL CORP COM69351T106Stock36,187$1,306,712dollars as filed
Home Depot, Inc437076102COM3,475$1,273,553dollars as filed
Microsoft Corp594918104COM3,012$1,130,675dollars as filed
PROSHARES TR74347B680S&P MDCP 400 DIV13,171$1,062,241dollars as filed
Amazon.com, Inc023135106COM5,221$993,347dollars as filed
Berkshire Hathaway Inc084670702COM1,528$813,782dollars as filed
Visa Inc92826C839COM2,023$708,981dollars as filed
International Business Machines Corporation459200101COM2,503$622,396dollars as filed
American Express Company025816109COM2,222$597,829dollars as filed
AT&T Inc00206R102COM20,659$584,237dollars as filed
McDonalds Corporation580135101COM1,846$576,635dollars as filed
Goldman Sachs Group,Inc.38141G104COM998$545,197dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS5,897$540,932dollars as filed
ONEOK INC NEW682680103COM5,428$538,530dollars as filed
Chevron Corporation166764100COM3,164$529,306dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM3,336$515,879dollars as filed
UnitedHealth Group Inc91324P102COM966$505,942dollars as filed
JPMorgan Chase & Co46625H100COM2,034$498,940dollars as filed
Johnson & Johnson478160104COM2,870$475,961dollars as filed
MORGAN STANLEY ETF TRUST61774R858EATON VANCE SHRT9,401$468,546dollars as filed
Costco Wholesale Corporation22160K105COM495$468,161dollars as filed
Verizon Communications Inc92343V104COM9,846$446,615dollars as filed
REPUBLIC SVCS INC COM760759100Stock1,820$440,731dollars as filed
CME Group Inc. Class A12572Q105COM1,656$439,320dollars as filed
META PLATFORMS INC CL A30303M102COM757$436,305dollars as filed
TRI CONTL CORP895436103COM13,852$424,853dollars as filed
Merck & Co.,Inc.58933Y105COM4,682$420,221dollars as filed
TJX Companies Inc872540109COM3,400$414,120dollars as filed
Salesforce.com, Inc79466L302COM1,470$394,489dollars as filed
Caterpillar Inc.149123101COM1,119$369,046dollars as filed
ISHARES TR464287739U.S. REAL ES ETF3,806$364,424dollars as filed
Honeywell Technologies438516106COM1,568$332,024dollars as filed
Broadcom Inc.11135F101COM1,861$311,587dollars as filed
AbbVie,Inc.00287Y109COM1,486$311,347dollars as filed
Amgen Inc.031162100COM998$310,927dollars as filed
Raytheon Technologies Corporation75513E101COM2,338$309,691dollars as filed
WILLIAMS COS INC COM969457100Stock5,083$303,760dollars as filed
BROWN & BROWN INC COM115236101Stock2,356$293,086dollars as filed
WEIS MKTS INC COM948849104Stock3,769$290,401dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,712$284,192dollars as filed
APOLLO GLOBAL MGMT INC COM03769M106Stock1,992$272,784dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock596$260,935dollars as filed
Automatic Data Processing,Inc.053015103COM854$260,923dollars as filed
AMPHENOL CORP NEW032095101COM3,969$260,327dollars as filed
CROWDSTRIKE HLDGS INC22788C105COM735$259,146dollars as filed
ESSENTIAL UTILS INC COM29670G102Stock6,457$255,245dollars as filed
WATSCO INC COM942622200Stock492$250,084dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS438$246,112dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock2,258$246,077dollars as filed
TRANSDIGM GROUP INC COM893641100Stock171$236,543dollars as filed
NVIDIA Corp67066G104COM2,127$230,524dollars as filed
ISHARES TR4642874407-10 YR TRSY BD2,401$228,983dollars as filed
Duke Energy Corporation26441C204COM1,846$225,157dollars as filed
AIR PRODS & CHEMS INC009158106COM738$217,651dollars as filed
FLEX LTD ORDY2573F102Stock6,445$213,201dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock7,360$209,981dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000305this filing2025-04-11acceptance time not in the bulk data set