13F-HR filed by Tower Wealth Partners, Inc.
Tower Wealth Partners, Inc. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-07-28, with 86 holding rows worth $169,179,667.
- Accession
- 0001951757-25-000974
- Filer
- CIK 1852808
- Filed
- 2025-07-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 86 entries on the cover page, a total value of $169,179,667 stated on the cover page (in dollars after the unit check, H1), rows summing to $169,179,667 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VICTORY PORTFOLIOS II | 92647N691 | VICTORYSHS US | 413,027 | $20,355,664 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 202,481 | $19,300,489 | dollars as filed | |
| COLUMBIA ETF TR I | 19761L706 | RESH ENHNC COR | 492,981 | $18,136,771 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 323,084 | $16,396,513 | dollars as filed | |
| IJH | 464287507 | COM | 254,800 | $15,802,696 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F755 | FT VEST LADDERED | 351,737 | $11,185,237 | dollars as filed | |
| AMPLIFY ETF TR | 032108409 | CWP ENHANCED DIV | 246,945 | $10,507,510 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X533 | ST MAR DIVID ETF | 158,944 | $6,058,945 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 65,024 | $2,974,848 | dollars as filed | |
| VTI | 922908769 | COM | 9,277 | $2,819,559 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 47,252 | $2,473,170 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,129 | $2,277,571 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,537 | $2,161,876 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 16,562 | $1,785,384 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 11,136 | $1,774,188 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 18,694 | $1,548,985 | dollars as filed | |
| VanEck Merk Gold Trust | 921078101 | SHS | 48,114 | $1,534,355 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,018 | $1,501,183 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 14,126 | $1,286,879 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,487 | $1,278,474 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 36,179 | $1,226,105 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,375 | $1,179,221 | dollars as filed | |
| PROSHARES TR | 74347B680 | S&P MDCP 400 DIV | 13,492 | $1,100,070 | dollars as filed | |
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 21,174 | $1,084,956 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,632 | $775,861 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,578 | $766,545 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 2,018 | $716,491 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 963 | $710,781 | dollars as filed | |
| American Express Company | 025816109 | COM | 2,212 | $705,584 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 21,944 | $635,059 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 874 | $618,574 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,078 | $607,129 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,009 | $582,429 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,972 | $543,582 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 525 | $519,718 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 3,358 | $490,335 | dollars as filed | |
| MORGAN STANLEY ETF TRUST | 61774R858 | EATON VANCE SHRT | 9,455 | $472,750 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,203 | $467,017 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 1,675 | $461,664 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 10,577 | $457,667 | dollars as filed | |
| TRI CONTL CORP | 895436103 | COM | 14,323 | $453,454 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,926 | $446,946 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 5,625 | $445,302 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 5,393 | $440,205 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 3,513 | $433,820 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,952 | $422,697 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 1,676 | $413,318 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 4,165 | $411,294 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,786 | $404,511 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C820 | BLOOMBERG SEVEN | 8,034 | $384,668 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 745 | $379,436 | dollars as filed | |
| ISHARES TR | 464287739 | U.S. REAL ES ETF | 3,994 | $378,511 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,561 | $363,526 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,195 | $346,788 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 5,490 | $344,827 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 6,731 | $336,012 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 3,532 | $323,990 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,772 | $312,280 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,114 | $311,040 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,022 | $305,466 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 2,086 | $295,941 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,537 | $285,298 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 895 | $276,018 | dollars as filed | |
| BROWN & BROWN INC COM | 115236101 | Stock | 2,464 | $273,184 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 179 | $272,195 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 438 | $271,954 | dollars as filed | |
| WEIS MKTS INC COM | 948849104 | Stock | 3,634 | $263,429 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,374 | $256,141 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 1,589 | $254,145 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 3,543 | $250,667 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 2,302 | $239,868 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,016 | $237,888 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 7,703 | $226,468 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 1,341 | $225,288 | dollars as filed | |
| F5 INC COM | 315616102 | Stock | 765 | $225,155 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 2,570 | $224,027 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 1,293 | $223,948 | dollars as filed | |
| ESSENTIAL UTILS INC COM | 29670G102 | Stock | 6,007 | $223,100 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 812 | $222,715 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 502 | $221,693 | dollars as filed | |
| ROYAL CARIBBEAN GROUP COM | V7780T103 | Stock | 697 | $218,259 | dollars as filed | |
| AIR PRODS & CHEMS INC | 009158106 | COM | 768 | $216,622 | dollars as filed | |
| HSBC HLDGS PLC SPON ADR NEW | 404280406 | ADR | 3,499 | $212,704 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 1,554 | $211,841 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 953 | $207,725 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 980 | $203,468 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-25-000974 | this filing | 2025-07-28 | acceptance time not in the bulk data set |