Tower Wealth Partners, Inc. Portfolio Holdings

Tower Wealth Partners, Inc.

  • $171 Million
  • Q3 2024

Tower Wealth Partners, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $171 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victoryshares Us Multifactor M with a value of $19.7M, Ishares Core S&P Mid Cap ETF with a value of $15.5M, Spdr Portfolio with a value of $15.5M, Amplify ETF Tr Amplify Cwp Enh with a value of $13.8M, and Janus Detroit Str Tr Janus Hen with a value of $13.6M.

Examining the 13F form we can see an increase of $9.97M in the current position value, from $161M to 171M.

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 $171 Million
ETFs: $144 Million
Technology: $5.98 Million
Financial Services: $3.62 Million
Consumer Cyclical: $3.27 Million
Energy: $3.02 Million
Consumer Defensive: $2.96 Million
Healthcare: $2.91 Million
Industrials: $2.38 Million
Other: $3.56 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.7 Million 11.47% of portfolio
404,645
Q3 2024 Reduced 0.2%
$0
$15.5 Million 9.05% of portfolio
249,043
Q3 2024 Added 0.18%
$0
$15.5 Million 9.03% of portfolio
186,626
Q3 2024 Reduced 0.24%
$0
$13.8 Million 8.03% of portfolio
334,186
Q3 2024 Added 0.19%
$0
$13.6 Million 7.92% of portfolio
266,793
Q3 2024 Added 0.89%
$0
$12.8 Million 7.48% of portfolio
133,648
Q3 2024 Added 0.14%
$0
$12.2 Million 7.11% of portfolio
122,980
Q3 2024 Reduced -0.0%
$0
$11.1 Million 6.47% of portfolio
371,037
Q3 2024 Reduced 0.01%
$0
$10.7 Million 6.25% of portfolio
233,603
Q3 2024 Added 0.88%
$0
$5.66 Million 3.3% of portfolio
150,121
Q3 2024 Added 0.38%
$0
$3.01 Million 1.75% of portfolio
29,659
Q3 2024 Reduced 1.47%
$0
$2.39 Million 1.39% of portfolio
45,207
Q3 2024 Added 1.4%
$0
$2.06 Million 1.2% of portfolio
4,227
Q3 2024 Added 1.44%
$0
$1.59 Million 0.92% of portfolio
70,708
Q3 2024 Added 2.07%
$932M
$1.29 Million 0.75% of portfolio
50,679
Q3 2024 Added 0.99%
$0
$1.06 Million 0.62% of portfolio
12,911
Q3 2024 Added 1.57%
$0
$490,000 0.29% of portfolio
4,997
Q3 2024 Added 1.07%
$0
$399,000 0.23% of portfolio
3,926
Q3 2024 Added 0.82%
$0
$351,000 0.2% of portfolio
3,833
Q3 2024 Reduced 41.83%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $171 Million
  • Prior Value $161 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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