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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.9B
$1.27 Million 0.74% of portfolio
38,347
Q3 2024 Reduced 2.35%
$193B
$506,000 0.3% of portfolio
1,023
Q3 2024 Reduced 2.48%
$44.7B
$474,000 0.28% of portfolio
5,211
Q3 2024 Added 0.73%
$168B
$458,000 0.27% of portfolio
10,220
Q3 2024 Reduced 2.64%
$141B
$435,000 0.25% of portfolio
1,353
Q3 2024 Added 20.8%
$193B
$429,000 0.25% of portfolio
1,097
Q3 2024 Reduced 4.94%
$162B
$416,000 0.24% of portfolio
18,916
Q3 2024 Reduced 5.42%
$154B
$358,000 0.21% of portfolio
1,735
Q3 2024 Added 15.67%
$47B
$334,000 0.19% of portfolio
1,122
Q3 2024 Added 3.13%
$64.4B
$329,000 0.19% of portfolio
1,643
Q3 2024 Added 3.53%
$89.4B
$306,000 0.18% of portfolio
1,779
Q3 2024 Added 946.47%
$122B
$291,000 0.17% of portfolio
1,054
Q3 2024 Added 3.43%
$55.5B
$258,000 0.15% of portfolio
5,175
Q3 2024 Added 12.3%
$65.4B
$265,000 0.15% of portfolio
892
Q3 2024 New
$142B
$251,000 0.15% of portfolio
2,137
Q3 2024 Reduced 9.64%
$16.1B
$237,000 0.14% of portfolio
482
Q3 2024 Reduced 0.21%
$89.2B
$239,000 0.14% of portfolio
310
Q3 2024 Added 6.53%
$30.6B
$226,000 0.13% of portfolio
1,904
Q3 2024 New
$78.4B
$227,000 0.13% of portfolio
505
Q3 2024 New
$69.2B
$201,000 0.12% of portfolio
141
Q3 2024 New
$65.2B
$200,000 0.12% of portfolio
4,400
Q3 2024 New
$29.8B
$202,000 0.12% of portfolio
2,110
Q3 2024 New
$103B
$208,000 0.12% of portfolio
1,669
Q3 2024 New
$91.7B
$202,000 0.12% of portfolio
1,487
Q2 2024 Reduced 0.34%
$38.4B
$183,000 0.11% of portfolio
989
Q3 2024 Added 6.69%

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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