Tower Wealth Partners, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Tower Wealth Partners, Inc. reported 77 stock positions worth $191.1 million. Its top holding was Victoryshares US Min Vol ETF (VSMV) at 10.1% of the portfolio, followed by SS SPDR P S&P 500 Growth ETF (SPYG, 9.3%) and Janus Henderson Aaa Clo ETF (JAAA, 8.6%). Compared with Q3 2024, it opened 11 new positions, sold out of 9, added to 37 and reduced 25. The biggest buy was a new position in Columbia Resear Enh Cor ETF (RECS) and the biggest sale Amplify CWP Enhan Divid ETF (DIVO, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- LEWISBURG, PA
- CIK
- 0001852808
- Portfolio Value
- $191.1M (Q4 2024)
- SEC Filing
- 0001951757-25-000210 ↗ filed Feb 7, 2025
Holdings Value
Holdings 77 stocks · $191.1M
| VSMV Victoryshares US Min Vol ETF | 10.13% | 403,290 | $19.4M | Reduce -0.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.28% | 201,779 | $17.7M | Add +8.1% |
| JAAA Janus Henderson Aaa Clo ETF | 8.63% | 325,355 | $16.5M | Add +21.9% |
| RECS Columbia Resear Enh Cor ETF | 8.48% | 468,042 | $16.2M | New |
| IJH iShares Core S&P Midcap ETF | 8.09% | 248,053 | $15.5M | Reduce -0.4% |
| AVUV Avantis US Small Cap Value | 6.80% | 134,638 | $13.0M | Add +0.7% |
| IOO iShares Global 100 ETF | 6.25% | 118,521 | $11.9M | Reduce -3.6% |
| FTSL First Trust Senior Loan ETF | 6.00% | 248,005 | $11.5M | Add +6.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.54% | 347,704 | $10.6M | Reduce -6.3% |
| DIVO Amplify CWP Enhan Divid ETF | 5.18% | 244,485 | $9.9M | Reduce -26.8% |
| EDIV State Street SPDR S&P Emergi | 2.87% | 155,424 | $5.5M | Add +3.5% |
| FBND Fidelity Total Bond ETF | 1.57% | 66,707 | $3.0M | New |
| VTI VG Morningstar TS MKT ETF-US | 1.37% | 9,040 | $2.6M | Add +307.2% |
| AAPL Apple Inc. | 1.19% | 9,086 | $2.3M | Reduce -20.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.18% | 44,272 | $2.3M | Reduce -2.1% |
| QQQ Invesco QQQ Trust Series 1 | 1.08% | 4,047 | $2.1M | Reduce -4.3% |
| PG The Procter & Gamble Co. | 1.01% | 11,477 | $1.9M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.91% | 16,186 | $1.7M | Reduce -0.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.79% | 18,409 | $1.5M | New |
| MSFT Microsoft Corp. | 0.71% | 3,210 | $1.4M | Add +3.3% |
| HD Home Depot Inc. | 0.70% | 3,457 | $1.3M | Reduce -0.8% |
| OUNZ Vaneck Merk Gold ETF | 0.67% | 50,788 | $1.3M | Add +0.2% |
| PPL PPL Corp. | 0.63% | 37,381 | $1.2M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 0.56% | 4,910 | $1.1M | Add +5.4% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.55% | 13,049 | $1.1M | Add +1.1% |
| V Visa Inc. Class A | 0.41% | 2,486 | $786K | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 1,528 | $693K | No change |
| GS Goldman Sachs Group Inc. | 0.30% | 1,012 | $579K | Reduce -1.1% |
| MRK Merck & Co. Inc. | 0.29% | 5,617 | $559K | Reduce -10.9% |
| AXP American Express Co. | 0.29% | 1,878 | $557K | Add +21.9% |
| UNH Unitedhealth Group Inc. | 0.29% | 1,099 | $556K | Add +6.0% |
| OKE Oneok Inc. | 0.28% | 5,241 | $526K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 2,376 | $522K | Add +1.9% |
| HON Honeywell International Inc. | 0.26% | 2,234 | $505K | Add +28.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 5,488 | $502K | Add +43.2% |
| JPM JPMorgan Chase & Co. | 0.26% | 2,080 | $499K | Reduce -2.4% |
| EVSM Eaton Vance SHRT Dur Muni | 0.25% | 9,401 | $469K | Add +7.0% |
| MCD McDonald's Corp. | 0.23% | 1,542 | $447K | Reduce -8.1% |
| CVX Chevron Corp. | 0.23% | 3,070 | $445K | Add +0.6% |
| TY Tri-Continental Corp. | 0.23% | 13,731 | $435K | Add +7.0% |
| CME Cme Group Inc. | 0.23% | 1,859 | $432K | Add +67.9% |
| T AT&T Inc. | 0.23% | 18,916 | $431K | No change |
| VZ Verizon Communications Inc. | 0.22% | 10,483 | $419K | Add +2.6% |
| JNJ Johnson & Johnson | 0.22% | 2,865 | $414K | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.21% | 1,119 | $406K | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.21% | 3,325 | $402K | Add +55.6% |
| COST Costco Wholesale Corp. | 0.20% | 423 | $388K | Add +6.3% |
| AMGN Amgen Inc. | 0.19% | 1,416 | $369K | Add +4.7% |
| PWR Quanta Services Inc. | 0.19% | 1,165 | $368K | Add +3.8% |
| AVGO Broadcom Inc. | 0.19% | 1,545 | $358K | Reduce -13.2% |
| IYR iShares US Real Estate ETF | 0.18% | 3,750 | $349K | Reduce -4.5% |
| RSG Republic Services Inc. | 0.18% | 1,697 | $341K | Add +3.3% |
| META Meta Platforms Inc. Class A | 0.17% | 539 | $316K | New |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,607 | $304K | Add +29.8% |
| DECK Deckers Outdoor Corp. | 0.16% | 1,466 | $298K | Add +3.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 1,470 | $290K | Add +16.5% |
| CRM Salesforce Inc. | 0.15% | 867 | $290K | Reduce -1.5% |
| APO Apollo Global Management Inc. | 0.15% | 1,743 | $288K | Add +4.4% |
| WMK Weis Markets Inc. filed as WEIS MKTS INC | 0.13% | 3,769 | $255K | No change |
| ABBV Abbvie Inc. | 0.13% | 1,413 | $251K | Reduce -0.9% |
| WMB Williams Cos Inc. | 0.13% | 4,591 | $248K | Add +4.3% |
| ADP Automatic Data Processing | 0.13% | 836 | $245K | Reduce -20.7% |
| MSI Motorola Solutions Inc. | 0.13% | 519 | $240K | Add +2.8% |
| WTRG Essential Utilities Inc. | 0.12% | 6,429 | $234K | Reduce -5.9% |
| WSO Watsco Inc. | 0.12% | 482 | $228K | No change |
| NVDA Nvidia Corp. | 0.12% | 1,661 | $223K | New |
| MA Mastercard Inc. Class A | 0.11% | 415 | $219K | New |
| ARES Ares Management Corp. Class A | 0.11% | 1,229 | $218K | New |
| IEF iShares 7-10 Year Treasury B | 0.11% | 2,342 | $217K | Reduce -53.1% |
| APH Amphenol Corp. Class A | 0.11% | 3,106 | $216K | New |
| FLEX Flex Ltd. | 0.11% | 5,541 | $213K | New |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.11% | 1,987 | $209K | Add +4.4% |
| RTX RTX Corp. | 0.11% | 1,772 | $205K | New |
| FCX Freeport-McMoran Inc. | 0.11% | 5,365 | $204K | Add +3.7% |
| WEC WEC Energy Group Inc. | 0.11% | 2,139 | $201K | Add +1.4% |
| BRO Brown & Brown Inc. | 0.10% | 1,967 | $201K | New |
| APD Air Products & Chemicals Inc. | 0.10% | 691 | $200K | Reduce -22.5% |
Portfolio Sells Q3 2024 → Q4 2024
| DIVO Amplify CWP Enhan Divid ETF | Reduce -26.8% | 5.18% | −2.83 |
| STIP iShares 0-5 Year Tips Bond E | Sold out | 0.00% | −1.75 |
| VSMV Victoryshares US Min Vol ETF | Reduce -0.3% | 10.13% | −1.30 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.4% | 8.09% | −0.94 |
| AGZD Wisdomtree Trust Wisdomtree | Sold out | 0.00% | −0.92 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -6.3% | 5.54% | −0.91 |
| IOO iShares Global 100 ETF | Reduce -3.6% | 6.25% | −0.84 |
| AAPL Apple Inc. | Reduce -20.7% | 1.19% | −0.36 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.1% | 1.18% | −0.21 |
| XOM Exxon Mobil Corp. | Reduce -0.0% | 0.91% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 1.01% | −0.18 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.18 |
| IEF iShares 7-10 Year Treasury B | Reduce -53.1% | 0.11% | −0.17 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.14 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.13 |
| AZN Astrazeneca PLC-Spons ADR | Sold out | 0.00% | −0.13 |
| COR Cencora Inc. | Sold out | 0.00% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -10.9% | 0.29% | −0.12 |
| HD Home Depot Inc. | Reduce -0.8% | 0.70% | −0.12 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.3% | 1.08% | −0.12 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.12 |
| PPL PPL Corp. | Reduce -2.5% | 0.63% | −0.10 |
| MCD McDonald's Corp. | Reduce -8.1% | 0.23% | −0.06 |
| JNJ Johnson & Johnson | Reduce -0.6% | 0.22% | −0.05 |
| IYR iShares US Real Estate ETF | Reduce -4.5% | 0.18% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -22.5% | 0.10% | −0.05 |
| ADP Automatic Data Processing | Reduce -20.7% | 0.13% | −0.04 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.13% | −0.03 |
| WTRG Essential Utilities Inc. | Reduce -5.9% | 0.12% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 0.26% | −0.00 |
| GS Goldman Sachs Group Inc. | Reduce -1.1% | 0.30% | +0.01 |
| AVGO Broadcom Inc. | Reduce -13.2% | 0.19% | +0.01 |
| CRM Salesforce Inc. | Reduce -1.5% | 0.15% | +0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| RECS Columbia Resear Enh Cor ETF | New | 8.48% | +8.48 |
| FBND Fidelity Total Bond ETF | New | 1.57% | +1.57 |
| VTI VG Morningstar TS MKT ETF-US | Add +307.2% | 1.37% | +1.01 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.79% | +0.79 |
| JAAA Janus Henderson Aaa Clo ETF | Add +21.9% | 8.63% | +0.74 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +8.1% | 9.28% | +0.28 |
| META Meta Platforms Inc. Class A | New | 0.17% | +0.17 |
| NVDA Nvidia Corp. | New | 0.12% | +0.12 |
| MA Mastercard Inc. Class A | New | 0.11% | +0.11 |
| ARES Ares Management Corp. Class A | New | 0.11% | +0.11 |
| APH Amphenol Corp. Class A | New | 0.11% | +0.11 |
| FLEX Flex Ltd. | New | 0.11% | +0.11 |
| RTX RTX Corp. | New | 0.11% | +0.11 |
| BRO Brown & Brown Inc. | New | 0.10% | +0.10 |
| CME Cme Group Inc. | Add +67.9% | 0.23% | +0.08 |
| TJX TJX Companies Inc. | Add +55.6% | 0.21% | +0.06 |
| AMZN Amazon.com Inc. | Add +5.4% | 0.56% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +43.2% | 0.26% | +0.06 |
| HON Honeywell International Inc. | Add +28.8% | 0.26% | +0.06 |
| AXP American Express Co. | Add +21.9% | 0.29% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +29.8% | 0.16% | +0.04 |
| APO Apollo Global Management Inc. | Add +4.4% | 0.15% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +16.5% | 0.15% | +0.02 |
| DECK Deckers Outdoor Corp. | Add +3.0% | 0.16% | +0.02 |
| V Visa Inc. Class A | Add +1.8% | 0.41% | +0.02 |
| WMB Williams Cos Inc. | Add +4.3% | 0.13% | +0.01 |
| OKE Oneok Inc. | Add +0.6% | 0.28% | −0.00 |
| PWR Quanta Services Inc. | Add +3.8% | 0.19% | −0.00 |
| COST Costco Wholesale Corp. | Add +6.3% | 0.20% | −0.00 |
| MSI Motorola Solutions Inc. | Add +2.8% | 0.13% | −0.01 |
| EVSM Eaton Vance SHRT Dur Muni | Add +7.0% | 0.25% | −0.01 |
| WEC WEC Energy Group Inc. | Add +1.4% | 0.11% | −0.01 |
| RSG Republic Services Inc. | Add +3.3% | 0.18% | −0.01 |
| TY Tri-Continental Corp. | Add +7.0% | 0.23% | −0.02 |
| IRM Iron Mountain Inc. | Add +4.4% | 0.11% | −0.02 |
| IBM Intl Business Machines Corp. | Add +1.9% | 0.27% | −0.03 |
| CVX Chevron Corp. | Add +0.6% | 0.23% | −0.03 |
| CAT Caterpillar Inc. | Add +2.0% | 0.21% | −0.04 |
| FCX Freeport-McMoran Inc. | Add +3.7% | 0.11% | −0.04 |
| VZ Verizon Communications Inc. | Add +2.6% | 0.22% | −0.05 |
| AMGN Amgen Inc. | Add +4.7% | 0.19% | −0.06 |
| UNH Unitedhealth Group Inc. | Add +6.0% | 0.29% | −0.06 |
| REGL Prshrs S&P Mid 400 DVD Arist | Add +1.1% | 0.55% | −0.06 |
| MSFT Microsoft Corp. | Add +3.3% | 0.71% | −0.07 |
| OUNZ Vaneck Merk Gold ETF | Add +0.2% | 0.67% | −0.08 |
| FTSL First Trust Senior Loan ETF | Add +6.2% | 6.00% | −0.23 |
| EDIV State Street SPDR S&P Emergi | Add +3.5% | 2.87% | −0.42 |
| AVUV Avantis US Small Cap Value | Add +0.7% | 6.80% | −0.66 |
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 |