Tower Wealth Partners, Inc. Portfolio Holdings

Tower Wealth Partners, Inc.

  • $171 Million
  • Q3 2024

Tower Wealth Partners, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victoryshares Us Multifactor M with a value of $19.7M, Ishares Core S&P Mid Cap ETF with a value of $15.5M, Spdr Portfolio with a value of $15.5M, Amplify ETF Tr Amplify Cwp Enh with a value of $13.8M, and Janus Detroit Str Tr Janus Hen with a value of $13.6M.

Examining the 13F form we can see an increase of $9.97M in the current position value, from $161M to 171M.

Tower Wealth Partners, Inc. is based out at Lewisburg, PA

Below you can find more details about Tower Wealth Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $171 Million
ETFs: $144 Million
Technology: $5.98 Million
Financial Services: $3.62 Million
Consumer Cyclical: $3.27 Million
Energy: $3.02 Million
Consumer Defensive: $2.96 Million
Healthcare: $2.91 Million
Industrials: $2.38 Million
Other: $3.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.7 Million 11.47% of portfolio
404,645
Q3 2024 Reduced 0.2%
$0
$15.5 Million 9.05% of portfolio
249,043
Q3 2024 Added 0.18%
$0
$15.5 Million 9.03% of portfolio
186,626
Q3 2024 Reduced 0.24%
$0
$13.8 Million 8.03% of portfolio
334,186
Q3 2024 Added 0.19%
$0
$13.6 Million 7.92% of portfolio
266,793
Q3 2024 Added 0.89%
$0
$12.8 Million 7.48% of portfolio
133,648
Q3 2024 Added 0.14%
$0
$12.2 Million 7.11% of portfolio
122,980
Q3 2024 Reduced -0.0%
$0
$11.1 Million 6.47% of portfolio
371,037
Q3 2024 Reduced 0.01%
$0
$10.7 Million 6.25% of portfolio
233,603
Q3 2024 Added 0.88%
$0
$5.66 Million 3.3% of portfolio
150,121
Q3 2024 Added 0.38%
$0
$3.01 Million 1.75% of portfolio
29,659
Q3 2024 Reduced 1.47%
$4.09T
$2.67 Million 1.56% of portfolio
11,457
Q3 2024 Reduced 1.87%
$0
$2.39 Million 1.39% of portfolio
45,207
Q3 2024 Added 1.4%
$0
$2.06 Million 1.2% of portfolio
4,227
Q3 2024 Added 1.44%
$398B
$2.05 Million 1.19% of portfolio
11,817
Q3 2024 Added 0.07%
$441B
$1.9 Million 1.11% of portfolio
16,188
Q3 2024 Reduced 0.03%
$402B
$1.41 Million 0.82% of portfolio
3,486
Q3 2024 Reduced 0.43%
$3.25T
$1.34 Million 0.78% of portfolio
3,108
Q3 2024 Added 3.46%
$924M
$1.29 Million 0.75% of portfolio
50,679
Q3 2024 Added 0.99%
$23.9B
$1.27 Million 0.74% of portfolio
38,347
Q3 2024 Reduced 2.35%
$0
$1.06 Million 0.62% of portfolio
12,911
Q3 2024 Added 1.57%
$2.29T
$867,000 0.51% of portfolio
4,657
Q3 2024 Added 4.09%
$248B
$715,000 0.42% of portfolio
6,305
Q3 2024 Reduced 20.01%
$590B
$703,000 0.41% of portfolio
1,528
Q1 2024 Reduced 16.41%
$519B
$671,000 0.39% of portfolio
2,442
Q3 2024 Reduced 14.35%
$0
$628,000 0.37% of portfolio
2,220
Q2 2023 Reduced 6.49%
$468B
$606,000 0.35% of portfolio
1,037
Q3 2024 Reduced 0.96%
$215B
$510,000 0.3% of portfolio
1,678
Q3 2024 Reduced 13.55%
$193B
$506,000 0.3% of portfolio
1,023
Q3 2024 Reduced 2.48%
$200B
$515,000 0.3% of portfolio
2,331
Q3 2024 Added 14.77%
$0
$490,000 0.29% of portfolio
4,997
Q3 2024 Added 1.07%
$44.7B
$474,000 0.28% of portfolio
5,211
Q3 2024 Added 0.73%
$378B
$467,000 0.27% of portfolio
2,882
Q3 2024 Added 0.56%
$168B
$458,000 0.27% of portfolio
10,220
Q3 2024 Reduced 2.64%
$697B
$449,000 0.26% of portfolio
2,131
Q3 2024 Reduced 0.51%
$280B
$449,000 0.26% of portfolio
3,052
Q3 2024 Added 3.7%
$141B
$435,000 0.25% of portfolio
1,353
Q3 2024 Added 20.8%
$193B
$429,000 0.25% of portfolio
1,097
Q3 2024 Reduced 4.94%
$0
$422,000 0.25% of portfolio
12,832
Q3 2024 Added 0.89%
$162B
$416,000 0.24% of portfolio
18,916
Q3 2024 Reduced 5.42%
$223B
$417,000 0.24% of portfolio
1,541
Q3 2024 New
$0
$399,000 0.23% of portfolio
3,926
Q3 2024 Added 0.82%
$154B
$358,000 0.21% of portfolio
1,735
Q3 2024 Added 15.67%
$422B
$352,000 0.21% of portfolio
398
Q3 2024 Added 5.29%
$0
$351,000 0.2% of portfolio
3,833
Q3 2024 Reduced 41.83%
$47B
$334,000 0.19% of portfolio
1,122
Q3 2024 Added 3.13%
$64.4B
$329,000 0.19% of portfolio
1,643
Q3 2024 Added 3.53%
$89.4B
$306,000 0.18% of portfolio
1,779
Q3 2024 Added 946.47%
$250B
$307,000 0.18% of portfolio
3,811
Q3 2024 Reduced 5.32%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $171 Million
  • Prior Value $161 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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