Tower Wealth Partners, Inc.
CIK Number: 0001852808
Main Sectors:
Top Industries:
Filing Date: Apr 11, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VSMV | VictoryShares U... | 51.77 | -0.16% | 404.43K | +0.28% | 19.59M | 35.98 | 10.47% | Share |
| 2 | JAAA | Janus Henderson... | 50.62 | +0.03% | 322.95K | -0.74% | 16.38M | 49.83 | 8.75% | Share |
| 3 | SPYG | SPDR Portfolio ... | 98.60 | -0.89% | 199.5K | -1.13% | 16.03M | 67.18 | 8.57% | Share |
| 4 | RECS | Columbia Resear... | 38.73 | -0.86% | 474.12K | +1.30% | 15.75M | 34.6 | 8.42% | Share |
| 5 | IJH | iShares Core S&... | 64.90 | -0.4% | 249.16K | +0.45% | 14.54M | 45.48 | 7.77% | Share |
| 6 | AVUV | Avantis U.S. Sm... | 99.43 | -0.42% | 135.65K | +0.75% | 11.82M | 68.48 | 6.32% | Share |
| 7 | IOO | iShares Global ... | 113.78 | -0.85% | 118.51K | -0.01% | 11.41M | 70.22 | 6.10% | Share |
| 8 | FTSL | First Trust Sen... | 45.96 | 0.00% | 247.92K | -0.04% | 11.32M | 46.04 | 6.05% | Share |
| 9 | BUFR | FT Vest Laddere... | 32.68 | -0.4% | 346.8K | -0.26% | 10.3M | 22.8 | 5.50% | Share |
| 10 | DIVO | Amplify CWP Enh... | 43.50 | -0.28% | 243.63K | -0.35% | 9.93M | 32.53 | 5.31% | Share |
| 11 | EDIV | SPDR S&P Emergi... | 38.31 | -0.78% | 156.02K | +0.38% | 5.57M | 35.42 | 2.98% | Share |
| 12 | FBND | Fidelity Total ... | 45.77 | -0.25% | 67.56K | +1.28% | 3.08M | 44.88 | 1.65% | Share |
| 13 | VTI | Vanguard Total ... | 316.00 | -0.69% | 8.96K | -0.94% | 2.46M | 266.44 | 1.32% | Share |
| 14 | SPYV | SPDR Portfolio ... | 54.36 | -0.51% | 44.62K | +0.79% | 2.28M | 41.56 | 1.22% | Share |
| 15 | AAPL | Apple Inc. | 229.72 | -1.04% | 10.08K | +10.95% | 2.24M | 153.19 | 1.20% | Share |
| 16 | XOM | Exxon Mobil Cor... | 114.67 | +0.34% | 16.42K | +1.42% | 1.95M | 43.39 | 1.04% | Share |
| 17 | PG | The Procter & G... | 157.96 | +0.59% | 11.27K | -1.79% | 1.92M | 152.93 | 1.03% | Share |
| 18 | QQQ | Invesco QQQ Tru... | 565.62 | -0.84% | 4K | -1.24% | 1.87M | 323.05 | 1.00% | Share |
| 19 | SHY | iShares 1-3 Yea... | 82.68 | -0.36% | 18.78K | +2.00% | 1.55M | 81.99 | 0.83% | Share |
| 20 | OUNZ | VanEck Merk Gol... | 34.08 | +2.42% | 50.84K | +0.11% | 1.53M | 18.53 | 0.82% | Share |
| 21 | PPL | PPL Corporation | 36.41 | -0.18% | 36.19K | -3.19% | 1.31M | 28.26 | 0.70% | Share |
| 22 | HD | The Home Depot,... | 406.40 | -0.09% | 3.48K | +0.52% | 1.27M | 289.54 | 0.68% | Share |
| 23 | MSFT | Microsoft Corpo... | 505.12 | -0.31% | 3.01K | -6.17% | 1.13M | 267 | 0.60% | Share |
| 24 | REGL | ProShares S&P M... | 85.52 | -0.37% | 13.17K | +0.93% | 1.06M | 71.65 | 0.57% | Share |
| 25 | AMZN | Amazon.com, Inc... | 225.34 | -1.6% | 5.22K | +6.33% | 993.35K | 168.16 | 0.53% | Share |
| 26 | BRK-B | Berkshire Hatha... | 501.06 | -0.38% | 1.53K | 0.00% | 813.78K | 232.72 | 0.43% | Share |
| 27 | V | Visa Inc. | 349.95 | -0.52% | 2.02K | -18.62% | 708.98K | 225.87 | 0.38% | Share |
| 28 | IBM | International B... | 241.50 | -0.82% | 2.5K | +5.35% | 622.4K | 180.17 | 0.33% | Share |
| 29 | AXP | American Expres... | 331.10 | -0.06% | 2.22K | +18.32% | 597.83K | 274.75 | 0.32% | Share |
| 30 | T | AT&T Inc. | 29.07 | -0.75% | 20.66K | +9.21% | 584.24K | 22.16 | 0.31% | Share |
| 31 | MCD | McDonald's Corp... | 315.77 | +0.71% | 1.85K | +19.71% | 576.63K | 237.88 | 0.31% | Share |
| 32 | GS | The Goldman Sac... | 730.58 | -1.97% | 998 | -1.38% | 545.2K | 286.1 | 0.29% | Share |
| 33 | BIL | SPDR Bloomberg ... | 91.47 | -0.33% | 5.9K | +7.45% | 540.93K | 91.64 | 0.29% | Share |
| 34 | OKE | ONEOK, Inc. | 74.62 | -2.3% | 5.43K | +3.57% | 538.53K | 59.32 | 0.29% | Share |
| 35 | CVX | Chevron Corpora... | 161.81 | +0.75% | 3.16K | +3.06% | 529.31K | 99.31 | 0.28% | Share |
| 36 | GOOGL | Alphabet Inc. | 211.35 | -0.73% | 3.34K | +107.59% | 515.88K | 168.99 | 0.28% | Share |
| 37 | UNH | UnitedHealth Gr... | 308.76 | -0.36% | 966 | -12.1% | 505.94K | 377.88 | 0.27% | Share |
| 38 | JPM | JPMorgan Chase ... | 299.64 | -0.59% | 2.03K | -2.21% | 498.94K | 139.81 | 0.27% | Share |
| 39 | JNJ | Johnson & Johns... | 178.09 | +0.52% | 2.87K | +0.17% | 475.96K | 160.25 | 0.25% | Share |
| 40 | EVSM | Eaton Vance Sho... | 50.32 | -0.01% | 9.4K | 0.00% | 468.55K | 49.65 | 0.25% | Share |
| 41 | COST | Costco Wholesal... | 938.82 | -0.48% | 495 | +17.02% | 468.16K | 865.44 | 0.25% | Share |
| 42 | VZ | Verizon Communi... | 43.80 | -0.98% | 9.85K | -6.08% | 446.62K | 48.15 | 0.24% | Share |
| 43 | RSG | Republic Servic... | 233.15 | -0.35% | 1.82K | +7.25% | 440.73K | 177.17 | 0.24% | Share |
| 44 | CME | CME Group Inc. | 265.40 | -0.42% | 1.66K | -10.92% | 439.32K | 219.35 | 0.23% | Share |
| 45 | META | Meta Platforms,... | 735.11 | -0.49% | 757 | +40.45% | 436.31K | 582.87 | 0.23% | Share |
| 46 | TY | Tri-Continental... | 33.45 | -0.25% | 13.85K | +0.88% | 424.85K | 29.8 | 0.23% | Share |
| 47 | MRK | Merck & Co., In... | 85.47 | +1.60% | 4.68K | -16.65% | 420.22K | 96.56 | 0.22% | Share |
| 48 | TJX | The TJX Compani... | 138.54 | +1.42% | 3.4K | +2.26% | 414.12K | 114.4 | 0.22% | Share |
| 49 | CRM | Salesforce, Inc... | 252.91 | -1.3% | 1.47K | +69.55% | 394.49K | 265.66 | 0.21% | Share |
| 50 | CAT | Caterpillar Inc... | 415.92 | -0.74% | 1.12K | 0.00% | 369.05K | 307.13 | 0.20% | Share |
| 51 | IYR | iShares U.S. Re... | 95.97 | -1.71% | 3.81K | +1.49% | 364.42K | 86.59 | 0.19% | Share |
| 52 | HON | Honeywell Inter... | 217.60 | -0.87% | 1.57K | -29.81% | 332.02K | 213.84 | 0.18% | Share |
| 53 | AVGO | Broadcom Inc. | 298.24 | +0.29% | 1.86K | +20.45% | 311.59K | 123.35 | 0.17% | Share |
| 54 | ABBV | AbbVie Inc. | 211.92 | +0.72% | 1.49K | +5.17% | 311.35K | 180.94 | 0.17% | Share |
| 55 | AMGN | Amgen Inc. | 286.92 | -0.27% | 998 | -29.52% | 310.93K | 294.98 | 0.17% | Share |
| 56 | RTX | RTX Corporation | 157.99 | -0.38% | 2.34K | +31.94% | 309.69K | 119.77 | 0.17% | Share |
| 57 | WMB | The Williams Co... | 57.36 | -0.9% | 5.08K | +10.72% | 303.76K | 47.33 | 0.16% | Share |
| 58 | BRO | Brown & Brown, ... | 95.38 | -1.62% | 2.36K | +19.78% | 293.09K | 105.71 | 0.16% | Share |
| 59 | WMK | Weis Markets, I... | 72.19 | +0.75% | 3.77K | 0.00% | 290.4K | 47.81 | 0.16% | Share |
| 60 | TSM | Taiwan Semicond... | 228.41 | -1.07% | 1.71K | +16.46% | 284.19K | 175.48 | 0.15% | Share |
| 61 | APO | Apollo Global M... | 135.83 | -0.29% | 1.99K | +14.29% | 272.78K | 127.91 | 0.15% | Share |
| 62 | MSI | Motorola Soluti... | 479.12 | +1.41% | 596 | +14.84% | 260.94K | 448.4 | 0.14% | Share |
| 63 | ADP | Automatic Data ... | 299.77 | -1.41% | 854 | +2.15% | 260.92K | 230.69 | 0.14% | Share |
| 64 | APH | Amphenol Corpor... | 109.23 | +0.34% | 3.97K | +27.78% | 260.33K | 68.61 | 0.14% | Share |
| 65 | CRWD | CrowdStrike Hol... | 413.50 | -2.41% | 735 | +100.00% | 259.15K | 352.58 | 0.14% | Share |
| 66 | WTRG | Essential Utili... | 38.83 | -1.73% | 6.46K | +0.44% | 255.25K | 46.3 | 0.14% | Share |
| 67 | WSO | Watsco, Inc. | 394.10 | -2.06% | 492 | +2.07% | 250.08K | 430.09 | 0.13% | Share |
| 68 | IVV | iShares Core S&... | 643.48 | -0.75% | 438 | +100.00% | 246.11K | 561.9 | 0.13% | Share |
| 69 | WEC | WEC Energy Grou... | 106.03 | -0.46% | 2.26K | +5.56% | 246.08K | 96.83 | 0.13% | Share |
| 70 | TDG | TransDigm Group... | 1304.02 | -6.78% | 171 | +100.00% | 236.54K | 1383.29 | 0.13% | Share |
| 71 | NVDA | NVIDIA Corporat... | 170.74 | -1.97% | 2.13K | +28.06% | 230.52K | 128.61 | 0.12% | Share |
| 72 | IEF | iShares 7-10 Ye... | 95.55 | -0.62% | 2.4K | +2.52% | 228.98K | 96.49 | 0.12% | Share |
| 73 | DUK | Duke Energy Cor... | 121.89 | -0.49% | 1.85K | +100.00% | 225.16K | 121.97 | 0.12% | Share |
| 74 | APD | Air Products an... | 292.28 | -0.62% | 738 | +6.80% | 217.65K | 297.56 | 0.12% | Share |
| 75 | FLEX | Flex Ltd. | 53.65 | +0.06% | 6.45K | +16.31% | 213.2K | 37.64 | 0.11% | Share |
| 76 | KMI | Kinder Morgan, ... | 26.74 | -0.89% | 7.36K | +100.00% | 209.98K | 28.53 | 0.11% | Share |