Tower Wealth Partners, Inc. Purchases in Q1 2025

Tower Wealth Partners, Inc.

  • $186 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
735
New
$308.86 - $455.36 $227K - $335K
735 $259K
IVV
Ishares Core S&P 500 ETF

ETFs
438
New
$554.06 - $615.85 $243K - $270K
438 $244K
TDG
Trans Digm Group Inc

Industrials
171
New
$1251.32 - $1394.11 $214K - $238K
171 $236K
OUNZ
Van Eck Merk Gold Trust

ETFs
57
+ 0.11%
$25.41 - $29.72 $1.45K - $1.69K
50.8K $1.51M
DUK
Duke Energy Corp

Utilities
1.85K
New
$105.87 - $121.97 $195K - $225K
1.85K $225K
XOM
Exxon Mobil Corp

Energy
230
+ 1.42%
$105.44 - $118.93 $24.3K - $27.4K
16.4K $1.95M
GOOGL
Alphabet Inc.

Communication Services
1.73K
+ 107.59%
$154.33 - $206.19 $267K - $357K
3.34K $514K
KMI
Kinder Morgan, Inc.

Energy
7.36K
New
$26.1 - $31.22 $192K - $230K
7.36K $209K
T
At&T Inc.

Communication Services
1.74K
+ 9.21%
$21.56 - $28.28 $37.6K - $49.3K
20.7K $584K
MCD
Mcdonalds Corp

Consumer Cyclical
304
+ 19.71%
$279.74 - $321.29 $85K - $97.7K
1.85K $576K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
594
+ 0.38%
$34.23 - $36.9 $20.3K - $21.9K
156K $5.59M
CRM
Salesforce, Inc.

Technology
603
+ 69.55%
$268.36 - $359.95 $162K - $217K
1.47K $394K
RTX
Raytheon Technologies Corp

Industrials
566
+ 31.94%
$114.1 - $135.66 $64.6K - $76.8K
2.34K $309K
IBM
International Business Machines Corp

Technology
127
+ 5.35%
$217.4 - $264.74 $27.6K - $33.6K
2.5K $622K
RSG
Republic Services, Inc.

Industrials
123
+ 7.25%
$200.09 - $242.16 $24.6K - $29.8K
1.82K $440K
BRO
Brown & Brown, Inc.

Financial Services
389
+ 19.78%
$100.54 - $124.4 $39.1K - $48.4K
2.36K $293K
CVX
Chevron Corp

Energy
94
+ 3.06%
$146.71 - $167.97 $13.8K - $15.8K
3.16K $529K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
852
+ 1.28%
$44.41 - $45.98 $37.8K - $39.2K
67.6K $3.08M
COST
Costco Wholesale Corp

Consumer Defensive
72
+ 17.02%
$890.62 - $1076.86 $64.1K - $77.5K
495 $468K
JNJ
Johnson & Johnson

Healthcare
5
+ 0.17%
$142.06 - $167.7 $710 - $839
2.87K $475K
ABBV
Abb Vie Inc.

Healthcare
73
+ 5.17%
$169.2 - $216.66 $12.4K - $15.8K
1.49K $311K
WMB
Williams Companies, Inc.

Energy
492
+ 10.72%
$54.02 - $61.09 $26.6K - $30.1K
5.08K $303K
WEC
Wec Energy Group, Inc.

Utilities
119
+ 5.56%
$92.12 - $108.98 $11K - $13K
2.26K $246K
APH
Amphenol Corp

Technology
863
+ 27.78%
$61.62 - $78.55 $53.2K - $67.8K
3.97K $260K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
369
+ 2.0%
$81.83 - $82.67 $30.2K - $30.5K
18.8K $1.55M
AXP
American Express CO

Financial Services
344
+ 18.32%
$255.39 - $325.87 $87.9K - $112K
2.22K $597K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
409
+ 7.45%
$91.45 - $91.75 $37.4K - $37.5K
5.9K $540K
WSO
Watsco Inc

Industrials
10
+ 2.07%
$463.86 - $530.75 $4.64K - $5.31K
492 $250K
WTRG
Essential Utilities, Inc.

Utilities
28
+ 0.44%
$33.49 - $40.57 $938 - $1.14K
6.46K $255K
MSI
Motorola Solutions, Inc.

Technology
77
+ 14.84%
$411.73 - $482.1 $31.7K - $37.1K
596 $260K
APD
Air Products & Chemicals, Inc.

Basic Materials
47
+ 6.8%
$283.24 - $338.07 $13.3K - $15.9K
738 $217K
ADP
Automatic Data Processing Inc

Industrials
18
+ 2.15%
$286.85 - $318.64 $5.16K - $5.74K
854 $260K
TJX
Tjx Companies Inc

Consumer Cyclical
75
+ 2.26%
$112.81 - $126.16 $8.46K - $9.46K
3.4K $414K
IYR
Ishares Tr

ETFs
56
+ 1.49%
$89.49 - $98.98 $5.01K - $5.54K
3.81K $360K
IEF
Ishares Barclays

ETFs
59
+ 2.52%
$91.17 - $95.39 $5.38K - $5.63K
2.4K $228K
OKE
Oneok Inc

Energy
187
+ 3.57%
$89.57 - $109.85 $16.7K - $20.5K
5.43K $538K
NVDA
Nvidia Corp

Technology
466
+ 28.06%
$106.98 - $149.43 $49.9K - $69.6K
2.13K $230K
VSMV
Victoryshares Us Multifactor M

ETFs
1.14K
+ 0.28%
$46.86 - $49.75 $53.2K - $56.5K
404K $19.4M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
122
+ 0.93%
$78.12 - $83.7 $9.53K - $10.2K
13.2K $1.06M
FLEX
Flex Ltd.

Technology
904
+ 16.31%
$32.92 - $44.46 $29.8K - $40.2K
6.45K $213K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
351
+ 0.79%
$49.78 - $53.19 $17.5K - $18.7K
44.6K $2.26M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
242
+ 16.46%
$165.25 - $224.62 $40K - $54.4K
1.71K $284K
TY
Tri Continental Corp

Financial Services
121
+ 0.88%
$30.4 - $32.91 $3.68K - $3.98K
13.9K $423K
APO
Apollo Global Management, Inc.

Financial Services
249
+ 14.29%
$126.01 - $172.06 $31.4K - $42.8K
1.99K $272K
AAPL
Apple Inc.

Technology
995
+ 10.95%
$209.68 - $247.1 $209K - $246K
10.1K $2.24M
AVGO
Broadcom Inc.

Technology
316
+ 20.45%
$167.43 - $244.7 $52.9K - $77.3K
1.86K $311K
HD
Home Depot, Inc.

Consumer Cyclical
18
+ 0.52%
$347.25 - $424.87 $6.25K - $7.65K
3.48K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
311
+ 6.33%
$190.26 - $242.06 $59.2K - $75.3K
5.22K $993K
RECS
Columbia ETF Tr I

ETFs
6.08K
+ 1.3%
$32.64 - $36.08 $198K - $219K
474K $15.7M
Activity Summary
Buys All Purchases 52 New Holdings 5 Increased Positions 47 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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