Tower Wealth Partners, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Tower Wealth Partners, Inc. reported 65 stock positions worth $162.0 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 11.4% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 9.3%) and iShares Core S&P Midcap ETF (IJH, 9.0%). Compared with Q1 2024, it opened 11 new positions, sold out of 4, added to 34 and reduced 15. The biggest buy was a new position in State Street SPDR S&P Emergi (EDIV) and the biggest sale an exit from Xtrackers MSCI Emerging Mark (DBEM).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $162.0M (Q2 2024)
- SEC Filing
- 0001951757-24-000718 ↗ filed Aug 9, 2024
Holdings Value
Holdings 65 stocks · $162.0M
| VSMV Victoryshares US Min Vol ETF | 11.38% | 405,459 | $18.4M | Add +2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.25% | 187,070 | $15.0M | Add +2.1% |
| IJH iShares Core S&P Midcap ETF | 8.98% | 248,596 | $14.5M | Reduce -1.3% |
| JAAA Janus Henderson Aaa Clo ETF | 8.31% | 264,430 | $13.5M | Add +36.1% |
| DIVO Amplify CWP Enhan Divid ETF | 7.97% | 333,565 | $12.9M | Add +1.5% |
| AVUV Avantis US Small Cap Value | 7.39% | 133,459 | $12.0M | Add +1.4% |
| IOO iShares Global 100 ETF | 7.33% | 122,982 | $11.9M | Reduce -1.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.63% | 371,059 | $10.7M | Add +2.5% |
| FTSL First Trust Senior Loan ETF | 6.54% | 231,566 | $10.6M | Add +17.1% |
| EDIV State Street SPDR S&P Emergi | 3.26% | 149,546 | $5.3M | New |
| STIP iShares 0-5 Year Tips Bond E | 1.85% | 30,102 | $3.0M | Reduce -18.5% |
| AAPL Apple Inc. | 1.52% | 11,675 | $2.5M | Add +8.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.34% | 44,584 | $2.2M | Add +3.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.23% | 4,167 | $2.0M | Add +8.8% |
| PG The Procter & Gamble Co. | 1.20% | 11,809 | $1.9M | Add +1.0% |
| XOM Exxon Mobil Corp. | 1.15% | 16,193 | $1.9M | Add +0.1% |
| AGZD Wisdomtree Trust Wisdomtree | 0.95% | 69,275 | $1.5M | Reduce -23.5% |
| MSFT Microsoft Corp. | 0.83% | 3,004 | $1.3M | Add +12.1% |
| HD Home Depot Inc. | 0.74% | 3,501 | $1.2M | Add +3.3% |
| OUNZ Vaneck Merk Gold ETF | 0.70% | 50,184 | $1.1M | Reduce -7.9% |
| PPL PPL Corp. | 0.67% | 39,271 | $1.1M | Add +0.3% |
| MRK Merck & Co. Inc. | 0.60% | 7,882 | $976K | Add +27.1% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.58% | 12,711 | $936K | Add +4.2% |
| AMZN Amazon.com Inc. | 0.53% | 4,474 | $865K | Add +20.9% |
| V Visa Inc. Class A | 0.46% | 2,851 | $748K | Add +14.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 1,528 | $622K | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.37% | 6,589 | $605K | Add +15.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 2,220 | $594K | No change |
| UNH Unitedhealth Group Inc. | 0.33% | 1,047 | $533K | Reduce -0.3% |
| MCD McDonald's Corp. | 0.31% | 1,941 | $495K | Reduce -1.5% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,049 | $474K | Reduce -7.4% |
| IEF iShares 7-10 Year Treasury B | 0.29% | 4,944 | $463K | Reduce -28.2% |
| CVX Chevron Corp. | 0.28% | 2,943 | $460K | Reduce -21.0% |
| JPM JPMorgan Chase & Co. | 0.27% | 2,142 | $433K | Add +21.2% |
| EVSM Eaton Vance SHRT Dur Muni | 0.27% | 8,728 | $433K | New |
| VZ Verizon Communications Inc. | 0.27% | 10,497 | $433K | Add +9.4% |
| OKE Oneok Inc. | 0.26% | 5,173 | $422K | Add +0.9% |
| JNJ Johnson & Johnson | 0.26% | 2,866 | $419K | Add +15.4% |
| TY Tri-Continental Corp. | 0.24% | 12,719 | $394K | Add +1.9% |
| CAT Caterpillar Inc. | 0.24% | 1,154 | $384K | Add +10.6% |
| T AT&T Inc. | 0.24% | 20,001 | $382K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 2,031 | $351K | Reduce -0.5% |
| AMGN Amgen Inc. | 0.22% | 1,120 | $350K | Add +41.6% |
| IYR iShares US Real Estate ETF | 0.21% | 3,894 | $342K | Add +3.6% |
| COST Costco Wholesale Corp. | 0.20% | 378 | $321K | New |
| HON Honeywell International Inc. | 0.20% | 1,500 | $320K | New |
| RSG Republic Services Inc. | 0.19% | 1,587 | $308K | Add +23.4% |
| QCOM Qualcomm Inc. | 0.19% | 1,527 | $304K | New |
| PWR Quanta Services Inc. | 0.17% | 1,088 | $276K | Add +4.6% |
| AVGO Broadcom Inc. | 0.17% | 170 | $273K | Reduce -4.0% |
| WMT Walmart Inc. | 0.17% | 4,025 | $273K | Reduce -42.2% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,484 | $270K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.16% | 2,365 | $260K | New |
| WTRG Essential Utilities Inc. | 0.15% | 6,718 | $251K | Add +6.8% |
| ADP Automatic Data Processing | 0.15% | 1,019 | $243K | Add +7.3% |
| ABBV Abbvie Inc. | 0.15% | 1,415 | $243K | Add +16.0% |
| KLAC KLA Corp. | 0.15% | 291 | $240K | New |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.15% | 3,769 | $237K | No change |
| CRM Salesforce Inc. | 0.14% | 883 | $227K | Add +1.5% |
| FCX Freeport-McMoran Inc. | 0.14% | 4,608 | $224K | New |
| WSO Watsco Inc. | 0.14% | 483 | $224K | No change |
| CME Cme Group Inc. | 0.14% | 1,126 | $221K | Reduce -27.8% |
| DECK Deckers Outdoor Corp. | 0.13% | 221 | $214K | New |
| COR Cencora Inc. | 0.13% | 927 | $209K | New |
| UPS United Parcel Service Class B | 0.13% | 1,487 | $203K | Reduce -0.3% |
Portfolio Sells Q1 2024 → Q2 2024
| DBEM Xtrackers MSCI Emerging Mark | Sold out | 0.00% | −3.26 |
| FMB First Trust Managed Municipa | Sold out | 0.00% | −1.34 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.3% | 8.98% | −0.95 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -18.5% | 1.85% | −0.53 |
| AGZD Wisdomtree Trust Wisdomtree | Reduce -23.5% | 0.95% | −0.35 |
| AGGM iShares 1-10 Year U.S. Aggre | Sold out | 0.00% | −0.26 |
| BLDR Builders Firstsource Inc. | Sold out | 0.00% | −0.17 |
| IEF iShares 7-10 Year Treasury B | Reduce -28.2% | 0.29% | −0.14 |
| WMT Walmart Inc. | Reduce -42.2% | 0.17% | −0.10 |
| CVX Chevron Corp. | Reduce -21.0% | 0.28% | −0.10 |
| CME Cme Group Inc. | Reduce -27.8% | 0.14% | −0.08 |
| OUNZ Vaneck Merk Gold ETF | Reduce -7.9% | 0.70% | −0.06 |
| MCD McDonald's Corp. | Reduce -1.5% | 0.31% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.22% | −0.04 |
| UPS United Parcel Service Class B | Reduce -0.3% | 0.13% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -7.4% | 0.29% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 0.33% | −0.01 |
| AVGO Broadcom Inc. | Reduce -4.0% | 0.17% | +0.02 |
| IOO iShares Global 100 ETF | Reduce -1.0% | 7.33% | +0.12 |
Portfolio Buys Q1 2024 → Q2 2024
| EDIV State Street SPDR S&P Emergi | New | 3.26% | +3.26 |
| JAAA Janus Henderson Aaa Clo ETF | Add +36.1% | 8.31% | +1.91 |
| FTSL First Trust Senior Loan ETF | Add +17.1% | 6.54% | +0.60 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.1% | 9.25% | +0.55 |
| AAPL Apple Inc. | Add +8.9% | 1.52% | +0.32 |
| EVSM Eaton Vance SHRT Dur Muni | New | 0.27% | +0.27 |
| COST Costco Wholesale Corp. | New | 0.20% | +0.20 |
| HON Honeywell International Inc. | New | 0.20% | +0.20 |
| QCOM Qualcomm Inc. | New | 0.19% | +0.19 |
| GOOGL Alphabet Inc. Class A | New | 0.17% | +0.17 |
| TJX TJX Companies Inc. | New | 0.16% | +0.16 |
| KLAC KLA Corp. | New | 0.15% | +0.15 |
| FCX Freeport-McMoran Inc. | New | 0.14% | +0.14 |
| DECK Deckers Outdoor Corp. | New | 0.13% | +0.13 |
| COR Cencora Inc. | New | 0.13% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.8% | 1.23% | +0.13 |
| AMZN Amazon.com Inc. | Add +20.9% | 0.53% | +0.10 |
| MSFT Microsoft Corp. | Add +12.1% | 0.83% | +0.10 |
| MRK Merck & Co. Inc. | Add +27.1% | 0.60% | +0.07 |
| AMGN Amgen Inc. | Add +41.6% | 0.22% | +0.07 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +2.5% | 6.63% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +21.2% | 0.27% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +15.7% | 0.37% | +0.03 |
| RSG Republic Services Inc. | Add +23.4% | 0.19% | +0.03 |
| V Visa Inc. Class A | Add +14.0% | 0.46% | +0.01 |
| VZ Verizon Communications Inc. | Add +9.4% | 0.27% | +0.01 |
| ABBV Abbvie Inc. | Add +16.0% | 0.15% | +0.01 |
| WTRG Essential Utilities Inc. | Add +6.8% | 0.15% | +0.00 |
| JNJ Johnson & Johnson | Add +15.4% | 0.26% | +0.00 |
| ADP Automatic Data Processing | Add +7.3% | 0.15% | −0.00 |
| PWR Quanta Services Inc. | Add +4.6% | 0.17% | −0.00 |
| TY Tri-Continental Corp. | Add +1.9% | 0.24% | −0.01 |
| OKE Oneok Inc. | Add +0.9% | 0.26% | −0.01 |
| IYR iShares US Real Estate ETF | Add +3.6% | 0.21% | −0.01 |
| CAT Caterpillar Inc. | Add +10.6% | 0.24% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.0% | 1.20% | −0.03 |
| PPL PPL Corp. | Add +0.3% | 0.67% | −0.03 |
| CRM Salesforce Inc. | Add +1.5% | 0.14% | −0.03 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +4.2% | 0.58% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.2% | 1.34% | −0.06 |
| XOM Exxon Mobil Corp. | Add +0.1% | 1.15% | −0.07 |
| HD Home Depot Inc. | Add +3.3% | 0.74% | −0.10 |
| VSMV Victoryshares US Min Vol ETF | Add +2.3% | 11.38% | −0.27 |
| DIVO Amplify CWP Enhan Divid ETF | Add +1.5% | 7.97% | −0.33 |
| AVUV Avantis US Small Cap Value | Add +1.4% | 7.39% | −0.62 |
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 |