Tower Wealth Partners, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Tower Wealth Partners, Inc. reported 58 stock positions worth $154.0 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 11.6% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.9%) and SS SPDR P S&P 500 Growth ETF (SPYG, 8.7%). Compared with Q4 2023, it opened 3 new positions, sold out of 1, added to 40 and reduced 13. The biggest buy was Procter & Gamble (PG, shares +139%) and the biggest sale an exit from Cisco Systems (CSCO).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $154.0M (Q1 2024)
- SEC Filing
- 0001951757-24-000334 ↗ filed Apr 18, 2024
Holdings Value
Holdings 58 stocks · $154.0M
| VSMV Victoryshares US Min Vol ETF | 11.65% | 396,486 | $17.9M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 9.93% | 251,853 | $15.3M | Add +0.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 8.70% | 183,259 | $13.4M | Add +1.5% |
| DIVO Amplify CWP Enhan Divid ETF | 8.30% | 328,772 | $12.8M | Add +1.3% |
| AVUV Avantis US Small Cap Value | 8.01% | 131,683 | $12.3M | Add +1.4% |
| IOO iShares Global 100 ETF | 7.21% | 124,220 | $11.1M | Add +0.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.57% | 361,984 | $10.1M | Add +0.4% |
| JAAA Janus Henderson Aaa Clo ETF | 6.40% | 194,277 | $9.9M | Add +2.2% |
| FTSL First Trust Senior Loan ETF | 5.93% | 197,725 | $9.1M | Add +3.0% |
| DBEM Xtrackers MSCI Emerging Mark | 3.26% | 210,132 | $5.0M | Add +1.8% |
| STIP iShares 0-5 Year Tips Bond E | 2.38% | 36,924 | $3.7M | Add +2.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.41% | 43,218 | $2.2M | Add +4.3% |
| FMB First Trust Managed Municipa | 1.34% | 40,124 | $2.1M | Reduce -1.6% |
| AGZD Wisdomtree Trust Wisdomtree | 1.30% | 90,605 | $2.0M | Add +3.6% |
| PG The Procter & Gamble Co. | 1.23% | 11,688 | $1.9M | Add +139.4% |
| XOM Exxon Mobil Corp. | 1.22% | 16,184 | $1.9M | Add +0.3% |
| AAPL Apple Inc. | 1.19% | 10,721 | $1.8M | Add +15.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.10% | 3,830 | $1.7M | Add +2.5% |
| HD Home Depot Inc. | 0.84% | 3,390 | $1.3M | Add +3.1% |
| OUNZ Vaneck Merk Gold ETF | 0.76% | 54,474 | $1.2M | Add +1.8% |
| MSFT Microsoft Corp. | 0.73% | 2,680 | $1.1M | Reduce -0.9% |
| PPL PPL Corp. | 0.70% | 39,143 | $1.1M | No change |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.62% | 12,194 | $958K | Add +5.1% |
| MRK Merck & Co. Inc. | 0.53% | 6,204 | $819K | Reduce -5.8% |
| V Visa Inc. Class A | 0.45% | 2,500 | $698K | Add +6.1% |
| AMZN Amazon.com Inc. | 0.43% | 3,701 | $668K | Add +10.8% |
| IEF iShares 7-10 Year Treasury B | 0.42% | 6,890 | $652K | Add +1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,528 | $643K | Reduce -16.4% |
| CVX Chevron Corp. | 0.38% | 3,727 | $588K | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 2,220 | $577K | No change |
| MCD McDonald's Corp. | 0.36% | 1,971 | $556K | Add +1.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 5,695 | $523K | Add +13.7% |
| UNH Unitedhealth Group Inc. | 0.34% | 1,050 | $519K | Add +7.7% |
| GS Goldman Sachs Group Inc. | 0.31% | 1,133 | $473K | Add +3.2% |
| WMT Walmart Inc. | 0.27% | 6,964 | $419K | Add +6.8% |
| OKE Oneok Inc. | 0.27% | 5,129 | $411K | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.26% | 9,592 | $402K | Add +0.0% |
| AGGM iShares 1-10 Year U.S. Aggre | 0.26% | 3,872 | $401K | Add +4.4% |
| JNJ Johnson & Johnson | 0.26% | 2,484 | $393K | Reduce -31.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 2,041 | $390K | Add +26.0% |
| TY Tri-Continental Corp. | 0.25% | 12,482 | $384K | Add +1.8% |
| CAT Caterpillar Inc. | 0.25% | 1,043 | $382K | Add +13.1% |
| JPM JPMorgan Chase & Co. | 0.23% | 1,767 | $354K | Reduce -28.4% |
| T AT&T Inc. | 0.23% | 20,001 | $352K | Reduce -0.4% |
| IYR iShares US Real Estate ETF | 0.22% | 3,759 | $338K | Add +3.1% |
| CME Cme Group Inc. | 0.22% | 1,560 | $336K | Reduce -4.8% |
| PWR Quanta Services Inc. | 0.18% | 1,040 | $270K | Add +6.3% |
| BLDR Builders Firstsource Inc. | 0.17% | 1,266 | $264K | New |
| CRM Salesforce Inc. | 0.17% | 870 | $262K | Add +2.0% |
| RSG Republic Services Inc. | 0.16% | 1,286 | $246K | Add +1.3% |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.16% | 3,769 | $243K | Reduce -24.7% |
| ADP Automatic Data Processing | 0.15% | 950 | $237K | Reduce -4.5% |
| AVGO Broadcom Inc. | 0.15% | 177 | $235K | Reduce -42.0% |
| WTRG Essential Utilities Inc. | 0.15% | 6,292 | $233K | Add +1.2% |
| AMGN Amgen Inc. | 0.15% | 791 | $225K | New |
| ABBV Abbvie Inc. | 0.14% | 1,220 | $222K | New |
| UPS United Parcel Service Class B | 0.14% | 1,492 | $222K | Add +2.6% |
| WSO Watsco Inc. | 0.14% | 483 | $209K | Reduce -3.8% |
Portfolio Sells Q4 2023 → Q1 2024
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.15 |
| FMB First Trust Managed Municipa | Reduce -1.6% | 1.34% | −0.15 |
| JNJ Johnson & Johnson | Reduce -31.2% | 0.26% | −0.14 |
| AVGO Broadcom Inc. | Reduce -42.0% | 0.15% | −0.09 |
| WMK Weis Markets Inc. | Reduce -24.7% | 0.16% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -28.4% | 0.23% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.4% | 0.42% | −0.04 |
| CME Cme Group Inc. | Reduce -4.8% | 0.22% | −0.03 |
| WSO Watsco Inc. | Reduce -3.8% | 0.14% | −0.02 |
| ADP Automatic Data Processing | Reduce -4.5% | 0.15% | −0.01 |
| T AT&T Inc. | Reduce -0.4% | 0.23% | −0.01 |
| OKE Oneok Inc. | Reduce -0.8% | 0.27% | +0.01 |
| MSFT Microsoft Corp. | Reduce -0.9% | 0.73% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 0.53% | +0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| PG The Procter & Gamble Co. | Add +139.4% | 1.23% | +0.73 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.5% | 8.70% | +0.41 |
| IOO iShares Global 100 ETF | Add +0.6% | 7.21% | +0.19 |
| BLDR Builders Firstsource Inc. | New | 0.17% | +0.17 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 9.93% | +0.15 |
| AMGN Amgen Inc. | New | 0.15% | +0.15 |
| ABBV Abbvie Inc. | New | 0.14% | +0.14 |
| XOM Exxon Mobil Corp. | Add +0.3% | 1.22% | +0.08 |
| AMZN Amazon.com Inc. | Add +10.8% | 0.43% | +0.07 |
| IBM Intl Business Machines Corp. | Add +26.0% | 0.25% | +0.07 |
| CAT Caterpillar Inc. | Add +13.1% | 0.25% | +0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +4.3% | 1.41% | +0.04 |
| HD Home Depot Inc. | Add +3.1% | 0.84% | +0.04 |
| WMT Walmart Inc. | Add +6.8% | 0.27% | +0.03 |
| PWR Quanta Services Inc. | Add +6.3% | 0.18% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.5% | 1.10% | +0.02 |
| V Visa Inc. Class A | Add +6.1% | 0.45% | +0.02 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +5.1% | 0.62% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +13.7% | 0.34% | +0.02 |
| RSG Republic Services Inc. | Add +1.3% | 0.16% | +0.01 |
| CRM Salesforce Inc. | Add +2.0% | 0.17% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +3.2% | 0.31% | +0.01 |
| VZ Verizon Communications Inc. | Add +0.0% | 0.26% | +0.01 |
| OUNZ Vaneck Merk Gold ETF | Add +1.8% | 0.76% | +0.01 |
| CVX Chevron Corp. | Add +3.5% | 0.38% | +0.00 |
| VSMV Victoryshares US Min Vol ETF | Add +1.2% | 11.65% | +0.00 |
| TY Tri-Continental Corp. | Add +1.8% | 0.25% | 0.00 |
| WTRG Essential Utilities Inc. | Add +1.2% | 0.15% | −0.01 |
| AGGM iShares 1-10 Year U.S. Aggre | Add +4.4% | 0.26% | −0.02 |
| IYR iShares US Real Estate ETF | Add +3.1% | 0.22% | −0.02 |
| UPS United Parcel Service Class B | Add +2.6% | 0.14% | −0.02 |
| UNH Unitedhealth Group Inc. | Add +7.7% | 0.34% | −0.03 |
| IEF iShares 7-10 Year Treasury B | Add +1.3% | 0.42% | −0.04 |
| MCD McDonald's Corp. | Add +1.7% | 0.36% | −0.05 |
| AGZD Wisdomtree Trust Wisdomtree | Add +3.6% | 1.30% | −0.06 |
| AAPL Apple Inc. | Add +15.9% | 1.19% | −0.06 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.3% | 8.30% | −0.08 |
| DBEM Xtrackers MSCI Emerging Mark | Add +1.8% | 3.26% | −0.10 |
| STIP iShares 0-5 Year Tips Bond E | Add +2.5% | 2.38% | −0.13 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +0.4% | 6.57% | −0.20 |
| AVUV Avantis US Small Cap Value | Add +1.4% | 8.01% | −0.23 |
| FTSL First Trust Senior Loan ETF | Add +3.0% | 5.93% | −0.31 |
| JAAA Janus Henderson Aaa Clo ETF | Add +2.2% | 6.40% | −0.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 101 | $202.6M | SPYG, RECS, VSMV, JAAA, IJH |
| Q1 2026 | 87 | $180.9M | RECS, SPYG, VSMV, JAAA, IJH |
| Q4 2025 | 87 | $181.9M | VSMV, SPYG, RECS, JAAA, IJH |
| Q3 2025 | 90 | $182.1M | VSMV, SPYG, RECS, IJH, JAAA |
| Q2 2025 | 86 | $169.2M | VSMV, SPYG, RECS, JAAA, IJH |
| Q1 2025 | 76 | $187.1M | VSMV, JAAA, SPYG, RECS, IJH |
| Q4 2024 | 77 | $191.1M | VSMV, SPYG, JAAA, RECS, IJH |
| Q3 2024 | 75 | $172.0M | VSMV, IJH, SPYG, DIVO, JAAA |
| Q2 2024 | 65 | $162.0M | VSMV, SPYG, IJH, JAAA, DIVO |
| Q1 2024 | 58 | $154.0M | VSMV, IJH, SPYG, DIVO, AVUV |