Tower Wealth Partners, Inc. Portfolio Holdings

Tower Wealth Partners, Inc.

  • $168 Million
  • Q2 2025

Tower Wealth Partners, Inc. has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $168 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victoryshares Us Multifactor M with a value of $20.4M, Spdr Portfolio with a value of $19.3M, Columbia ETF Tr I with a value of $18.1M, Janus Detroit Str Tr Janus Hen with a value of $16.4M, and Ishares Core S&P Mid Cap ETF with a value of $15.8M.

Examining the 13F form we can see an decrease of $17.6M in the current position value, from $186M to 168M.

Tower Wealth Partners, Inc. is based out at Lewisburg, PA

Below you can find more details about Tower Wealth Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
ETFs: $136 Million
Technology: $7.79 Million
Financial Services: $5.56 Million
Consumer Cyclical: $4.4 Million
Energy: $3.22 Million
Consumer Defensive: $2.81 Million
Industrials: $2.5 Million
Communication Services: $2.11 Million
Other: $4.08 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Million 12.1% of portfolio
413,027
Q2 2025 Added 2.13%
$0
$19.3 Million 11.47% of portfolio
202,481
Q2 2025 Added 1.49%
$0
$18.1 Million 10.78% of portfolio
492,981
Q2 2025 Added 3.98%
$0
$16.4 Million 9.74% of portfolio
323,084
Q2 2025 Added 0.04%
$0
$15.8 Million 9.39% of portfolio
254,800
Q2 2025 Added 2.26%
$0
$11.2 Million 6.65% of portfolio
351,737
Q2 2025 Added 1.42%
$0
$10.5 Million 6.24% of portfolio
246,945
Q2 2025 Added 1.36%
$0
$6.06 Million 3.6% of portfolio
158,944
Q2 2025 Added 1.88%
$0
$2.97 Million 1.77% of portfolio
65,024
Q2 2025 Reduced 3.75%
$0
$2.82 Million 1.68% of portfolio
9,277
Q2 2025 Added 3.6%
$0
$2.47 Million 1.47% of portfolio
47,252
Q2 2025 Added 5.89%
$0
$2.28 Million 1.35% of portfolio
4,129
Q2 2025 Added 3.3%
$0
$1.55 Million 0.92% of portfolio
18,694
Q2 2025 Reduced 0.45%
$1.18B
$1.53 Million 0.91% of portfolio
48,114
Q2 2025 Reduced 5.37%
$0
$1.29 Million 0.76% of portfolio
14,126
Q2 2025 Reduced 89.59%
$0
$1.1 Million 0.65% of portfolio
13,492
Q2 2025 Added 2.44%
$0
$378,000 0.22% of portfolio
3,994
Q2 2025 Added 4.94%
$0
$323,000 0.19% of portfolio
3,532
Q2 2025 Reduced 40.11%
$0
$271,000 0.16% of portfolio
438
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $168 Million
  • Prior Value $186 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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