Tower Wealth Partners, Inc. Purchases and Sells in Q1 2025

Tower Wealth Partners, Inc.

$186 Million
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OUNZ	57 + 0.11%	$25.41 - $29.72 $1.45K - $1.69K	50.8K $1.51M
XOM	230 + 1.42%	$105.44 - $118.93 $24.3K - $27.4K	16.4K $1.95M
GOOGL	1.73K + 107.59%	$154.33 - $206.19 $267K - $357K	3.34K $514K
T	1.74K + 9.21%	$21.56 - $28.28 $37.6K - $49.3K	20.7K $584K
MCD	304 + 19.71%	$279.74 - $321.29 $85K - $97.7K	1.85K $576K
META	218 + 40.45%	$576.74 - $736.67 $126K - $161K	757 $436K

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRWD	735 New	$308.86 - $455.36 $227K - $335K	735 $259K
IVV	438 New	$554.06 - $615.85 $243K - $270K	438 $244K
TDG	171 New	$1251.32 - $1394.11 $214K - $238K	171 $236K
DUK	1.85K New	$105.87 - $121.97 $195K - $225K	1.85K $225K
KMI	7.36K New	$26.1 - $31.22 $192K - $230K	7.36K $209K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPYG	-2.28K - 1.13%	$80.05 - $92.39 $182K - $210K	200K $16M
IOO	-11 - 0.01%	$96.2 - $105.12 $1.06K - $1.16K	119K $11.4M
BUFR	-902 - 0.26%	$29.34 - $31.31 $26.5K - $28.2K	347K $10.2M
MSFT	-198 - 6.17%	$375.39 - $447.2 $74.3K - $88.5K	3.01K $1.13M
QQQ	-50 - 1.24%	$468.34 - $539.52 $23.4K - $27K	4K $1.87M
HON	-666 - 29.81%	$202.75 - $226.52 $135K - $151K	1.57K $332K

Activity Summary All Purchases 52 New Holdings 5 Increased Positions 47 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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