Tower Wealth Partners, Inc.

CIK Number: 0001852808

187.06M
Market Value
77
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VSMV VictoryShares U...
49.94
+0.44% 403.29K -0.33% 19.37M 35.94 10.13%
2 SPYG SPDR Portfolio ...
96.07
+1.07% 201.78K +8.12% 17.74M 67.18 9.28%
3 JAAA Janus Henderson...
50.57
+0.08% 325.36K +21.95% 16.5M 49.83 8.63%
4 RECS Columbia Resear...
37.37
+0.75% 468.04K +100.00% 16.2M 34.62 8.48%
5 IJH iShares Core S&...
63.83
+0.65% 248.05K -0.4% 15.46M 45.42 8.09%
6 AVUV Avantis U.S. Sm...
95.01
+0.41% 134.64K +0.74% 13M 68.34 6.80%
7 IOO iShares Global ...
109.30
+0.82% 118.52K -3.63% 11.94M 70.22 6.25%
8 FTSL First Trust Sen...
46.09
+0.28% 248K +6.17% 11.47M 46.04 6.00%
9 BUFR First Trust Cbo...
32.03
+0.45% 347.7K -6.29% 10.59M 22.8 5.54%
10 DIVO Amplify CWP Enh...
43.01
+0.51% 244.49K -26.84% 9.9M 32.53 5.18%
11 EDIV SPDR S&P Emergi...
38.86
+0.47% 155.42K +3.53% 5.48M 35.42 2.87%
12 FBND Fidelity Total ...
45.63
-0.15% 66.71K +100.00% 2.99M 44.87 1.57%
13 VTI Vanguard Total ...
308.03
+0.82% 9.04K +307.21% 2.62M 266.44 1.37%
14 AAPL Apple Inc.
213.34
+0.42% 9.09K -20.69% 2.28M 145.64 1.19%
15 SPYV SPDR Portfolio ...
53.21
+0.49% 44.27K -2.07% 2.26M 41.48 1.18%
16 QQQ Invesco QQQ Tru...
555.86
+0.92% 4.05K -4.26% 2.07M 323.05 1.08%
17 PG The Procter & G...
160.83
-0.23% 11.48K -2.88% 1.92M 152.93 1.01%
18 XOM Exxon Mobil Cor...
112.20
+1.04% 16.19K -0.01% 1.74M 42.32 0.91%
19 SHY iShares 1-3 Yea...
82.41
-0.12% 18.41K +100.00% 1.51M 81.98 0.79%
20 MSFT Microsoft Corpo...
498.62
+1.53% 3.21K +3.28% 1.35M 267 0.71%
21 HD The Home Depot,...
371.68
-0.05% 3.46K -0.83% 1.34M 289.14 0.70%
22 OUNZ VanEck Merk Gol...
32.13
-0.66% 50.79K +0.22% 1.28M 18.52 0.67%
23 PPL PPL Corporation
33.81
+0.81% 37.38K -2.52% 1.21M 28.26 0.63%
24 AMZN Amazon.com, Inc...
222.99
+1.40% 4.91K +5.43% 1.08M 166.76 0.56%
25 REGL ProShares S&P M...
83.70
+0.38% 13.05K +1.07% 1.05M 71.57 0.55%
26 V Visa Inc.
358.86
+1.31% 2.49K +1.80% 785.67K 225.87 0.41%
27 BRK-B Berkshire Hatha...
485.00
+0.94% 1.53K 0.00% 692.61K 232.72 0.36%
28 GS The Goldman Sac...
723.68
+1.09% 1.01K -1.08% 579.49K 286.1 0.30%
29 MRK Merck & Co., In...
80.96
-1.74% 5.62K -10.91% 558.75K 96.56 0.29%
30 AXP American Expres...
328.13
+0.77% 1.88K +21.87% 557.37K 275.79 0.29%
31 UNH UnitedHealth Gr...
308.89
+0.43% 1.1K +5.98% 555.94K 377.88 0.29%
32 OKE ONEOK, Inc.
82.14
0.00% 5.24K +0.58% 526.16K 57.9 0.28%
33 IBM International B...
291.97
+1.50% 2.38K +1.93% 522.32K 176.51 0.27%
34 HON Honeywell Inter...
240.55
+0.54% 2.23K +28.76% 504.64K 213.84 0.26%
35 BIL SPDR Bloomberg ...
91.49
+0.05% 5.49K +43.18% 501.77K 91.63 0.26%
36 JPM JPMorgan Chase ...
295.86
+1.32% 2.08K -2.39% 498.6K 139.81 0.26%
37 EVSM Eaton Vance Sho...
49.98
-0.09% 9.4K +6.95% 468.73K 49.65 0.25%
38 MCD McDonald's Corp...
294.08
-0.19% 1.54K -8.1% 447.01K 223.2 0.23%
39 CVX Chevron Corpora...
148.37
+0.27% 3.07K +0.59% 444.66K 97.23 0.23%
40 TY Tri-Continental...
32.04
+0.79% 13.73K +7.01% 435.13K 29.79 0.23%
41 CME CME Group Inc.
273.49
-0.84% 1.86K +67.93% 431.72K 219.35 0.23%
42 T AT&T Inc.
28.30
-0.04% 18.92K 0.00% 430.72K 21.59 0.23%
43 VZ Verizon Communi...
43.55
-0.09% 10.48K +2.57% 419.21K 48.15 0.22%
44 JNJ Johnson & Johns...
156.01
+0.29% 2.87K -0.59% 414.34K 160.24 0.22%
45 CAT Caterpillar Inc...
397.86
-0.14% 1.12K +2.01% 405.93K 307.13 0.21%
46 TJX The TJX Compani...
125.86
+0.44% 3.33K +55.59% 401.69K 114.23 0.21%
47 COST Costco Wholesal...
985.50
+0.32% 423 +6.28% 387.58K 851.77 0.20%
48 AMGN Amgen Inc.
298.52
+0.56% 1.42K +4.66% 369.07K 294.99 0.19%
49 PWR Quanta Services...
386.51
+3.51% 1.17K +3.83% 368.2K 225.53 0.19%
50 AVGO Broadcom Inc.
274.94
+1.87% 1.54K -13.15% 358.19K 114.33 0.19%
51 IYR iShares U.S. Re...
95.80
+0.09% 3.75K -4.48% 348.98K 86.45 0.18%
52 RSG Republic Servic...
241.14
+1.45% 1.7K +3.29% 341.4K 172.46 0.18%
53 META Meta Platforms,...
717.83
+0.60% 539 +100.00% 315.59K 585.51 0.17%
54 GOOGL Alphabet Inc.
179.23
+0.33% 1.61K +29.81% 304.2K 184.44 0.16%
55 DECK Deckers Outdoor...
106.20
-0.06% 1.47K +2.95% 297.73K 159.13 0.16%
56 TSM Taiwan Semicond...
235.18
+0.68% 1.47K +16.48% 290.31K 177.04 0.15%
57 CRM Salesforce, Inc...
272.15
+1.09% 867 -1.48% 289.86K 263.79 0.15%
58 APO Apollo Global M...
144.47
+1.18% 1.74K +4.43% 287.87K 126.62 0.15%
59 WMK Weis Markets, I...
75.80
+0.22% 3.77K 0.00% 255.24K 47.81 0.13%
60 ABBV AbbVie Inc.
189.28
-0.77% 1.41K -0.91% 251.09K 179.47 0.13%
61 WMB The Williams Co...
58.64
-0.85% 4.59K +4.34% 248.47K 46 0.13%
62 ADP Automatic Data ...
310.02
+1.63% 836 -20.68% 244.72K 229.08 0.13%
63 MSI Motorola Soluti...
424.84
+0.61% 519 +2.77% 239.9K 449.97 0.13%
64 WTRG Essential Utili...
36.78
-0.89% 6.43K -5.86% 233.5K 46.33 0.12%
65 WSO Watsco, Inc.
457.32
+0.17% 482 0.00% 228.41K 428.47 0.12%
66 NVDA NVIDIA Corporat...
159.21
+1.25% 1.66K +100.00% 223.06K 134.29 0.12%
67 MA Mastercard Inco...
569.24
+1.37% 415 +100.00% 218.53K 526.57 0.11%
68 ARES Ares Management...
177.96
-0.01% 1.23K +100.00% 217.57K 177.03 0.11%
69 IEF iShares 7-10 Ye...
94.71
-0.4% 2.34K -53.13% 216.52K 96.52 0.11%
70 APH Amphenol Corpor...
99.46
+0.95% 3.11K +100.00% 215.71K 69.45 0.11%
71 FLEX Flex Ltd.
51.69
+1.87% 5.54K +100.00% 212.72K 38.39 0.11%
72 IRM Iron Mountain I...
100.68
+1.07% 1.99K +4.36% 208.85K 118.26 0.11%
73 RTX RTX Corporation
145.79
+0.88% 1.77K +100.00% 205.06K 115.72 0.11%
74 FCX Freeport-McMoRa...
45.80
+0.07% 5.37K +3.67% 204.3K 48.2 0.11%
75 WEC WEC Energy Grou...
104.34
+0.57% 2.14K +1.37% 201.15K 96.15 0.11%
76 BRO Brown & Brown, ...
108.70
+0.83% 1.97K +100.00% 200.67K 102.02 0.10%
77 APD Air Products an...
291.84
+0.53% 691 -22.53% 200.42K 297.74 0.10%