Tower Wealth Partners, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 29, 2024), Tower Wealth Partners, Inc. reported 75 stock positions worth $172.0 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 11.4% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 9.0%) and SS SPDR P S&P 500 Growth ETF (SPYG, 9.0%). Compared with Q2 2024, it opened 11 new positions, sold out of 1, added to 35 and reduced 25. The biggest buy was a new position in American Express (AXP) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $172.0M (Q3 2024)
- SEC Filing
- 0001951757-24-001141 ↗ filed Oct 29, 2024
Holdings Value
Holdings 75 stocks · $172.0M
| VSMV Victoryshares US Min Vol ETF | 11.43% | 404,645 | $19.7M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 9.03% | 249,043 | $15.5M | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.00% | 186,626 | $15.5M | Reduce -0.2% |
| DIVO Amplify CWP Enhan Divid ETF | 8.01% | 334,186 | $13.8M | Add +0.2% |
| JAAA Janus Henderson Aaa Clo ETF | 7.89% | 266,793 | $13.6M | Add +0.9% |
| AVUV Avantis US Small Cap Value | 7.46% | 133,648 | $12.8M | Add +0.1% |
| IOO iShares Global 100 ETF | 7.09% | 122,980 | $12.2M | Reduce 0.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.45% | 371,037 | $11.1M | Reduce -0.0% |
| FTSL First Trust Senior Loan ETF | 6.23% | 233,603 | $10.7M | Add +0.9% |
| EDIV State Street SPDR S&P Emergi | 3.29% | 150,121 | $5.7M | Add +0.4% |
| STIP iShares 0-5 Year Tips Bond E | 1.75% | 29,659 | $3.0M | Reduce -1.5% |
| AAPL Apple Inc. | 1.55% | 11,457 | $2.7M | Reduce -1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.39% | 45,207 | $2.4M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.20% | 4,227 | $2.1M | Add +1.4% |
| PG The Procter & Gamble Co. | 1.19% | 11,817 | $2.0M | Add +0.1% |
| XOM Exxon Mobil Corp. | 1.10% | 16,188 | $1.9M | Reduce -0.0% |
| AGZD Wisdomtree Trust Wisdomtree | 0.92% | 70,708 | $1.6M | Add +2.1% |
| HD Home Depot Inc. | 0.82% | 3,486 | $1.4M | Reduce -0.4% |
| MSFT Microsoft Corp. | 0.78% | 3,108 | $1.3M | Add +3.5% |
| OUNZ Vaneck Merk Gold ETF | 0.75% | 50,679 | $1.3M | Add +1.0% |
| PPL PPL Corp. | 0.74% | 38,347 | $1.3M | Reduce -2.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.61% | 12,911 | $1.1M | Add +1.6% |
| AMZN Amazon.com Inc. | 0.50% | 4,657 | $868K | Add +4.1% |
| MRK Merck & Co. Inc. | 0.42% | 6,305 | $716K | Reduce -20.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.41% | 1,528 | $703K | No change |
| V Visa Inc. Class A | 0.39% | 2,442 | $671K | Reduce -14.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 2,220 | $629K | No change |
| UNH Unitedhealth Group Inc. | 0.35% | 1,037 | $606K | Reduce -1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 2,331 | $515K | Add +14.8% |
| MCD McDonald's Corp. | 0.30% | 1,678 | $511K | Reduce -13.6% |
| GS Goldman Sachs Group Inc. | 0.29% | 1,023 | $506K | Reduce -2.5% |
| IEF iShares 7-10 Year Treasury B | 0.29% | 4,997 | $490K | Add +1.1% |
| OKE Oneok Inc. | 0.28% | 5,211 | $475K | Add +0.7% |
| JNJ Johnson & Johnson | 0.27% | 2,882 | $467K | Add +0.6% |
| VZ Verizon Communications Inc. | 0.27% | 10,220 | $459K | Reduce -2.6% |
| CVX Chevron Corp. | 0.26% | 3,052 | $449K | Add +3.7% |
| JPM JPMorgan Chase & Co. | 0.26% | 2,131 | $449K | Reduce -0.5% |
| EVSM Eaton Vance SHRT Dur Muni | 0.26% | 8,790 | $442K | Add +0.7% |
| AMGN Amgen Inc. | 0.25% | 1,353 | $436K | Add +20.8% |
| CAT Caterpillar Inc. | 0.25% | 1,097 | $429K | Reduce -4.9% |
| TY Tri-Continental Corp. | 0.25% | 12,832 | $424K | Add +0.9% |
| AXP American Express Co. | 0.24% | 1,541 | $418K | New |
| T AT&T Inc. | 0.24% | 18,916 | $416K | Reduce -5.4% |
| IYR iShares US Real Estate ETF | 0.23% | 3,926 | $400K | Add +0.8% |
| HON Honeywell International Inc. | 0.21% | 1,735 | $359K | Add +15.7% |
| COST Costco Wholesale Corp. | 0.21% | 398 | $353K | Add +5.3% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.20% | 3,833 | $352K | Reduce -41.8% |
| PWR Quanta Services Inc. | 0.19% | 1,122 | $335K | Add +3.1% |
| RSG Republic Services Inc. | 0.19% | 1,643 | $330K | Add +3.5% |
| WMT Walmart Inc. | 0.18% | 3,811 | $308K | Reduce -5.3% |
| AVGO Broadcom Inc. | 0.18% | 1,779 | $307K | Add +4.7% |
| ADP Automatic Data Processing | 0.17% | 1,054 | $292K | Add +3.4% |
| ABBV Abbvie Inc. | 0.16% | 1,426 | $282K | Add +0.8% |
| APD Air Products & Chemicals Inc. | 0.15% | 892 | $266K | New |
| WTRG Essential Utilities Inc. | 0.15% | 6,829 | $263K | Add +1.6% |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.15% | 3,769 | $260K | No change |
| FCX Freeport-McMoran Inc. | 0.15% | 5,175 | $258K | Add +12.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 2,137 | $251K | Reduce -9.6% |
| CME Cme Group Inc. | 0.14% | 1,107 | $244K | Reduce -1.7% |
| CRM Salesforce Inc. | 0.14% | 880 | $241K | Reduce -0.3% |
| KLAC KLA Corp. | 0.14% | 310 | $240K | Add +6.5% |
| WSO Watsco Inc. | 0.14% | 482 | $237K | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.13% | 653 | $231K | New |
| MSI Motorola Solutions Inc. | 0.13% | 505 | $227K | New |
| DECK Deckers Outdoor Corp. | 0.13% | 1,424 | $227K | Add +7.4% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.13% | 1,904 | $226K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.13% | 2,863 | $223K | New |
| COR Cencora Inc. | 0.13% | 989 | $223K | Add +6.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 1,262 | $219K | New |
| APO Apollo Global Management Inc. | 0.12% | 1,669 | $208K | New |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,238 | $205K | Reduce -16.6% |
| WEC WEC Energy Group Inc. | 0.12% | 2,110 | $203K | New |
| UPS United Parcel Service Class B | 0.12% | 1,487 | $203K | No change |
| TDG Transdigm Group Inc. | 0.12% | 141 | $201K | New |
| WMB Williams Cos Inc. | 0.12% | 4,400 | $201K | New |
Portfolio Sells Q2 2024 → Q3 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.2% | 9.00% | −0.25 |
| IOO iShares Global 100 ETF | Reduce 0.0% | 7.09% | −0.24 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.19 |
| MRK Merck & Co. Inc. | Reduce -20.0% | 0.42% | −0.19 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -0.0% | 6.45% | −0.18 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -41.8% | 0.20% | −0.17 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -1.5% | 1.75% | −0.10 |
| V Visa Inc. Class A | Reduce -14.3% | 0.39% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -16.6% | 0.12% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.0% | 1.10% | −0.05 |
| TJX TJX Companies Inc. | Reduce -9.6% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -13.6% | 0.30% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.26% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -2.6% | 0.27% | −0.00 |
| WSO Watsco Inc. | Reduce -0.2% | 0.14% | −0.00 |
| CRM Salesforce Inc. | Reduce -0.3% | 0.14% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -2.5% | 0.29% | +0.00 |
| CME Cme Group Inc. | Reduce -1.7% | 0.14% | +0.01 |
| T AT&T Inc. | Reduce -5.4% | 0.24% | +0.01 |
| WMT Walmart Inc. | Reduce -5.3% | 0.18% | +0.01 |
| CAT Caterpillar Inc. | Reduce -4.9% | 0.25% | +0.01 |
| UNH Unitedhealth Group Inc. | Reduce -1.0% | 0.35% | +0.02 |
| AAPL Apple Inc. | Reduce -1.9% | 1.55% | +0.03 |
| VSMV Victoryshares US Min Vol ETF | Reduce -0.2% | 11.43% | +0.06 |
| PPL PPL Corp. | Reduce -2.4% | 0.74% | +0.07 |
| HD Home Depot Inc. | Reduce -0.4% | 0.82% | +0.08 |
Portfolio Buys Q2 2024 → Q3 2024
| AXP American Express Co. | New | 0.24% | +0.24 |
| APD Air Products & Chemicals Inc. | New | 0.15% | +0.15 |
| ACN Accenture PLC Class A | New | 0.13% | +0.13 |
| MSI Motorola Solutions Inc. | New | 0.13% | +0.13 |
| IRM Iron Mountain Inc. | New | 0.13% | +0.13 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.13% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.13% | +0.13 |
| APO Apollo Global Management Inc. | New | 0.12% | +0.12 |
| WEC WEC Energy Group Inc. | New | 0.12% | +0.12 |
| TDG Transdigm Group Inc. | New | 0.12% | +0.12 |
| WMB Williams Cos Inc. | New | 0.12% | +0.12 |
| IBM Intl Business Machines Corp. | Add +14.8% | 0.30% | +0.08 |
| AVUV Avantis US Small Cap Value | Add +0.1% | 7.46% | +0.06 |
| OUNZ Vaneck Merk Gold ETF | Add +1.0% | 0.75% | +0.05 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.4% | 1.39% | +0.05 |
| IJH iShares Core S&P Midcap ETF | Add +0.2% | 9.03% | +0.04 |
| AMGN Amgen Inc. | Add +20.8% | 0.25% | +0.04 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +1.6% | 0.61% | +0.04 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.2% | 8.01% | +0.04 |
| EDIV State Street SPDR S&P Emergi | Add +0.4% | 3.29% | +0.03 |
| PWR Quanta Services Inc. | Add +3.1% | 0.19% | +0.02 |
| IYR iShares US Real Estate ETF | Add +0.8% | 0.23% | +0.02 |
| ADP Automatic Data Processing | Add +3.4% | 0.17% | +0.02 |
| OKE Oneok Inc. | Add +0.7% | 0.28% | +0.02 |
| ABBV Abbvie Inc. | Add +0.8% | 0.16% | +0.01 |
| JNJ Johnson & Johnson | Add +0.6% | 0.27% | +0.01 |
| FCX Freeport-McMoran Inc. | Add +12.3% | 0.15% | +0.01 |
| HON Honeywell International Inc. | Add +15.7% | 0.21% | +0.01 |
| AVGO Broadcom Inc. | Add +4.7% | 0.18% | +0.01 |
| COST Costco Wholesale Corp. | Add +5.3% | 0.21% | +0.01 |
| TY Tri-Continental Corp. | Add +0.9% | 0.25% | +0.00 |
| RSG Republic Services Inc. | Add +3.5% | 0.19% | +0.00 |
| COR Cencora Inc. | Add +6.7% | 0.13% | +0.00 |
| DECK Deckers Outdoor Corp. | Add +7.4% | 0.13% | 0.00 |
| IEF iShares 7-10 Year Treasury B | Add +1.1% | 0.29% | −0.00 |
| WTRG Essential Utilities Inc. | Add +1.6% | 0.15% | −0.00 |
| KLAC KLA Corp. | Add +6.5% | 0.14% | −0.01 |
| EVSM Eaton Vance SHRT Dur Muni | Add +0.7% | 0.26% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.1% | 1.19% | −0.01 |
| CVX Chevron Corp. | Add +3.7% | 0.26% | −0.02 |
| AMZN Amazon.com Inc. | Add +4.1% | 0.50% | −0.03 |
| AGZD Wisdomtree Trust Wisdomtree | Add +2.1% | 0.92% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.4% | 1.20% | −0.03 |
| MSFT Microsoft Corp. | Add +3.5% | 0.78% | −0.05 |
| FTSL First Trust Senior Loan ETF | Add +0.9% | 6.23% | −0.30 |
| JAAA Janus Henderson Aaa Clo ETF | Add +0.9% | 7.89% | −0.41 |
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 |