Tower Wealth Partners, Inc. Purchases in Q4 2024

Tower Wealth Partners, Inc.

  • $191 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RECS
Columbia ETF Tr I

ETFs
468K
New
$33.61 - $36.42 $15.7M - $17M
468K $16.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
66.7K
New
$44.87 - $46.86 $2.99M - $3.13M
66.7K $2.99M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
58.6K
+ 21.95%
$50.62 - $50.97 $2.96M - $2.98M
325K $16.5M
SPYG
Spdr Portfolio

ETFs
15.2K
+ 8.12%
$81.74 - $91.38 $1.24M - $1.38M
202K $17.7M
VTI
Vanguard Total Stock Market Et

ETFs
6.82K
+ 307.21%
$280.04 - $302.45 $1.91M - $2.06M
9.04K $2.62M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
18.4K
New
$81.68 - $82.93 $1.5M - $1.53M
18.4K $1.51M
FTSL
First Trust Senior Ln Fund

ETFs
14.4K
+ 6.17%
$45.9 - $46.48 $661K - $669K
248K $11.5M
META
Meta Platforms, Inc.

Communication Services
539
New
$554.08 - $632.68 $299K - $341K
539 $317K
NVDA
Nvidia Corp

Technology
1.66K
New
$117.0 - $148.88 $194K - $247K
1.66K $223K
MA
Mastercard Inc

Financial Services
415
New
$491.3 - $536.15 $204K - $223K
415 $218K
APH
Amphenol Corp

Technology
3.11K
New
$62.07 - $75.35 $193K - $234K
3.11K $215K
FLEX
Flex Ltd.

Technology
5.54K
New
$32.52 - $41.3 $180K - $229K
5.54K $212K
AMZN
Amazon Com Inc

Consumer Cyclical
253
+ 5.43%
$180.88 - $232.93 $45.8K - $58.9K
4.91K $1.08M
RTX
Raytheon Technologies Corp

Industrials
1.77K
New
$114.45 - $127.21 $203K - $225K
1.77K $205K
BRO
Brown & Brown, Inc.

Financial Services
1.97K
New
$100.93 - $113.42 $199K - $223K
1.97K $200K
CME
Cme Group Inc.

Financial Services
752
+ 67.93%
$221.17 - $246.02 $166K - $185K
1.86K $431K
AVUV
American Centy ETF Tr Avantis

ETFs
990
+ 0.74%
$94.37 - $106.41 $93.4K - $105K
135K $13M
TJX
Tjx Companies Inc

Consumer Cyclical
1.19K
+ 55.59%
$112.15 - $127.2 $133K - $151K
3.33K $401K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.66K
+ 43.18%
$91.29 - $91.8 $151K - $152K
5.49K $501K
HON
Honeywell International Inc

Industrials
499
+ 28.76%
$202.84 - $236.0 $101K - $118K
2.23K $504K
AXP
American Express CO

Financial Services
337
+ 21.87%
$267.35 - $305.57 $90.1K - $103K
1.88K $557K
V
Visa Inc.

Financial Services
44
+ 1.8%
$273.87 - $320.91 $12.1K - $14.1K
2.49K $785K
GOOGL
Alphabet Inc.

Communication Services
369
+ 29.81%
$161.86 - $196.66 $59.7K - $72.6K
1.61K $304K
APO
Apollo Global Management, Inc.

Financial Services
74
+ 4.43%
$131.36 - $178.61 $9.72K - $13.2K
1.74K $287K
DECK
Deckers Outdoor Corp

Consumer Cyclical
42
+ 2.95%
$152.04 - $211.12 $6.39K - $8.87K
1.47K $297K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
208
+ 16.48%
$172.07 - $207.36 $35.8K - $43.1K
1.47K $290K
OKE
Oneok Inc

Energy
30
+ 0.58%
$92.28 - $117.05 $2.77K - $3.51K
5.24K $526K
WMB
Williams Companies, Inc.

Energy
191
+ 4.34%
$46.37 - $59.74 $8.86K - $11.4K
4.59K $248K
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 6.28%
$873.59 - $994.69 $21.8K - $24.9K
423 $387K
PWR
Quanta Services, Inc.

Industrials
43
+ 3.83%
$296.05 - $346.6 $12.7K - $14.9K
1.17K $368K
MSFT
Microsoft Corp

Technology
102
+ 3.28%
$406.35 - $454.46 $41.4K - $46.4K
3.21K $1.35M
TY
Tri Continental Corp

Financial Services
899
+ 7.01%
$31.01 - $34.67 $27.9K - $31.2K
13.7K $435K
MSI
Motorola Solutions, Inc.

Technology
14
+ 2.77%
$449.08 - $504.6 $6.29K - $7.06K
519 $239K
RSG
Republic Services, Inc.

Industrials
54
+ 3.29%
$198.0 - $218.75 $10.7K - $11.8K
1.7K $341K
IBM
International Business Machines Corp

Technology
45
+ 1.93%
$204.9 - $238.04 $9.22K - $10.7K
2.38K $522K
Morgan Stanley ETF Trust
611
+ 6.95%
N/A
9.4K $0
OUNZ
Van Eck Merk Gold Trust

ETFs
109
+ 0.22%
$24.72 - $26.9 $2.69K - $2.93K
50.8K $1.29M
WEC
Wec Energy Group, Inc.

Utilities
29
+ 1.37%
$92.94 - $101.82 $2.7K - $2.95K
2.14K $201K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
138
+ 1.07%
$80.18 - $88.79 $11.1K - $12.3K
13K $1.05M
CVX
Chevron Corp

Energy
18
+ 0.59%
$141.15 - $162.53 $2.54K - $2.93K
3.07K $444K
IRM
Iron Mountain Inc

Real Estate
83
+ 4.36%
$101.62 - $128.14 $8.43K - $10.6K
1.99K $208K
CAT
Caterpillar Inc

Industrials
22
+ 2.01%
$360.37 - $416.88 $7.93K - $9.17K
1.12K $405K
VZ
Verizon Communications Inc

Communication Services
263
+ 2.57%
$39.6 - $45.21 $10.4K - $11.9K
10.5K $419K
UNH
Unitedhealth Group Inc

Healthcare
62
+ 5.98%
$485.52 - $625.25 $30.1K - $38.8K
1.1K $555K
FCX
Freeport Mcmoran Inc

Basic Materials
190
+ 3.67%
$38.08 - $50.82 $7.24K - $9.66K
5.37K $204K
AMGN
Amgen Inc

Healthcare
63
+ 4.66%
$258.78 - $328.31 $16.3K - $20.7K
1.42K $369K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.3K
+ 3.53%
$34.83 - $38.05 $185K - $202K
155K $5.48M
Activity Summary
Buys All Purchases 48 New Holdings 11 Increased Positions 37 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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