Tower Wealth Partners, Inc. Incresed Positions in Q2 2025

Tower Wealth Partners, Inc.

  • $168 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
2.98K
+ 1.49%
$71.83 - $95.32 $214K - $284K
202K $19.3M
RECS
Columbia ETF Tr I

ETFs
18.9K
+ 3.98%
$29.4 - $36.79 $555K - $694K
493K $18.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.64K
+ 2.26%
$51.16 - $62.02 $289K - $350K
255K $15.8M
VSMV
Victoryshares Us Multifactor M

ETFs
8.6K
+ 2.13%
$43.7 - $49.3 $376K - $424K
413K $20.4M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.94K
+ 1.42%
$27.3 - $31.8 $135K - $157K
352K $11.2M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.32K
+ 1.36%
$37.18 - $42.55 $123K - $141K
247K $10.5M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.93K
+ 1.88%
$32.61 - $38.62 $95.4K - $113K
159K $6.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
132
+ 3.3%
$416.06 - $551.64 $54.9K - $72.8K
4.13K $2.28M
MSFT
Microsoft Corp

Technology
6
+ 0.2%
$354.56 - $497.45 $2.13K - $2.98K
3.02K $1.5M
VTI
Vanguard Total Stock Market Et

ETFs
322
+ 3.6%
$243.75 - $303.93 $78.5K - $97.9K
9.28K $2.82M
AVGO
Broadcom Inc.

Technology
111
+ 5.96%
$146.29 - $275.65 $16.2K - $30.6K
1.97K $543K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.63K
+ 5.89%
$45.11 - $52.34 $119K - $138K
47.3K $2.47M
AMZN
Amazon Com Inc

Consumer Cyclical
154
+ 2.95%
$167.32 - $223.3 $25.8K - $34.4K
5.38K $1.18M
RTX
Raytheon Technologies Corp

Industrials
1.02K
+ 43.63%
$113.75 - $148.48 $116K - $151K
3.36K $490K
IBM
International Business Machines Corp

Technology
129
+ 5.15%
$221.03 - $294.78 $28.5K - $38K
2.63K $775K
APH
Amphenol Corp

Technology
196
+ 4.94%
$59.09 - $98.75 $11.6K - $19.4K
4.17K $411K
FLEX
Flex Ltd.

Technology
286
+ 4.44%
$26.68 - $50.09 $7.63K - $14.3K
6.73K $336K
CRWD
Crowd Strike Holdings, Inc.

Technology
10
+ 1.36%
$321.63 - $509.31 $3.22K - $5.09K
745 $379K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
74
+ 4.32%
$141.37 - $228.57 $10.5K - $16.9K
1.79K $404K
NVDA
Nvidia Corp

Technology
68
+ 3.2%
$94.31 - $157.99 $6.41K - $10.7K
2.2K $346K
CAT
Caterpillar Inc

Industrials
84
+ 7.51%
$273.94 - $388.21 $23K - $32.6K
1.2K $467K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 6.06%
$908.13 - $1056.85 $27.2K - $31.7K
525 $519K
T
At&T Inc.

Communication Services
1.29K
+ 6.22%
$26.33 - $28.94 $33.8K - $37.2K
21.9K $635K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
321
+ 2.44%
$72.71 - $82.56 $23.3K - $26.5K
13.5K $1.1M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
136
+ 0.04%
$49.79 - $50.75 $6.77K - $6.9K
323K $16.4M
WMB
Williams Companies, Inc.

Energy
407
+ 8.01%
$54.33 - $62.87 $22.1K - $25.6K
5.49K $344K
TDG
Trans Digm Group Inc

Industrials
8
+ 4.68%
$1231.75 - $1520.64 $9.85K - $12.2K
179 $272K
MCD
Mcdonalds Corp

Consumer Cyclical
232
+ 12.57%
$285.55 - $321.23 $66.2K - $74.5K
2.08K $607K
TY
Tri Continental Corp

Financial Services
471
+ 3.4%
$27.37 - $31.84 $12.9K - $15K
14.3K $453K
MRK
Merck & Co., Inc.

Healthcare
943
+ 20.14%
$73.47 - $87.12 $69.3K - $82.2K
5.63K $445K
APO
Apollo Global Management, Inc.

Financial Services
94
+ 4.72%
$108.68 - $145.07 $10.2K - $13.6K
2.09K $295K
CME
Cme Group Inc.

Financial Services
19
+ 1.15%
$252.37 - $290.71 $4.8K - $5.52K
1.68K $461K
TJX
Tjx Companies Inc

Consumer Cyclical
113
+ 3.32%
$119.13 - $135.03 $13.5K - $15.3K
3.51K $433K
IYR
Ishares Tr

ETFs
188
+ 4.94%
$84.48 - $96.25 $15.9K - $18.1K
3.99K $378K
KMI
Kinder Morgan, Inc.

Energy
343
+ 4.66%
$25.21 - $29.4 $8.65K - $10.1K
7.7K $226K
ADP
Automatic Data Processing Inc

Industrials
41
+ 4.8%
$276.76 - $326.81 $11.3K - $13.4K
895 $276K
DUK
Duke Energy Corp

Utilities
170
+ 9.21%
$112.46 - $124.05 $19.1K - $21.1K
2.02K $237K
VZ
Verizon Communications Inc

Communication Services
731
+ 7.42%
$41.67 - $45.62 $30.5K - $33.3K
10.6K $457K
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 0.35%
$335.24 - $380.78 $4.02K - $4.57K
3.49K $1.28M
AMGN
Amgen Inc

Healthcare
116
+ 11.62%
$262.28 - $309.85 $30.4K - $35.9K
1.11K $311K
Morgan Stanley ETF Trust
54
+ 0.57%
N/A
9.46K $0
APD
Air Products & Chemicals, Inc.

Basic Materials
30
+ 4.07%
$248.61 - $294.96 $7.46K - $8.85K
768 $216K
WEC
Wec Energy Group, Inc.

Utilities
44
+ 1.95%
$102.24 - $109.76 $4.5K - $4.83K
2.3K $239K
BRO
Brown & Brown, Inc.

Financial Services
108
+ 4.58%
$104.48 - $124.43 $11.3K - $13.4K
2.46K $273K
ABBV
Abb Vie Inc.

Healthcare
51
+ 3.43%
$170.16 - $206.27 $8.68K - $10.5K
1.54K $285K
WSO
Watsco Inc

Industrials
10
+ 2.03%
$421.84 - $520.66 $4.22K - $5.21K
502 $221K
JNJ
Johnson & Johnson

Healthcare
56
+ 1.95%
$146.36 - $159.82 $8.2K - $8.95K
2.93K $446K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
50
+ 3.27%
$483.48 - $539.8 $24.2K - $27K
1.58K $766K
AAPL
Apple Inc.

Technology
456
+ 4.52%
$172.42 - $223.89 $78.6K - $102K
10.5K $2.16M
Activity Summary
Buys All Purchases 67 New Holdings 16 Increased Positions 51 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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