Tower Wealth Partners, Inc. Portfolio Holdings

Tower Wealth Partners, Inc.

  • $186 Million
  • Q1 2025

Tower Wealth Partners, Inc. has filed its 13F form on April 11, 2025 for Q1 2025 where it was disclosed a total value porftolio of $186 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victoryshares Us Multifactor M with a value of $19.4M, Janus Detroit Str Tr Janus Hen with a value of $16.4M, Spdr Portfolio with a value of $16M, Columbia ETF Tr I with a value of $15.7M, and Ishares Core S&P Mid Cap ETF with a value of $14.5M.

Examining the 13F form we can see an decrease of $4.75M in the current position value, from $191M to 186M.

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 $186 Million
ETFs: $157 Million
Technology: $6.2 Million
Financial Services: $4.58 Million
Energy: $3.53 Million
Consumer Cyclical: $3.26 Million
Consumer Defensive: $2.68 Million
Industrials: $2.2 Million
Utilities: $2.03 Million
Other: $4.22 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.22B
$291,000 0.16% of portfolio
3,769
Q1 2024 Reduced 24.67%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $186 Million
  • Prior Value $191 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 11, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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