Tower Wealth Partners, Inc. Incresed Positions in Q4 2024

Tower Wealth Partners, Inc.

  • $191 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
FTSL
First Trust Senior Ln Fund

ETFs
14.4K
+ 6.17%
$45.9 - $46.48 $661K - $669K
248K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
253
+ 5.43%
$180.88 - $232.93 $45.8K - $58.9K
4.91K $1.08M
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
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
RSG
Republic Services, Inc.

Industrials
54
+ 3.29%
$198.0 - $218.75 $10.7K - $11.8K
1.7K $341K
MSI
Motorola Solutions, Inc.

Technology
14
+ 2.77%
$449.08 - $504.6 $6.29K - $7.06K
519 $239K
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
Track This Portfolio

Track Tower Wealth Partners, Inc. Portfolio

Follow Tower Wealth Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tower Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tower Wealth Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email