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CIK: 0001852808
Total reported value
$202.6M
$202.6M
58 檔
35.4%
At the close of Q1 2024, Tower Wealth Partners, Inc. disclosed equity holdings valued at approximately $202.6M, spread across 58 reported holdings.
During Q1 2024, Tower Wealth Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 11.65% | -0.71% | +1.19% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.93% | +0.10% | +403.95% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.70% | +0.90% | +1.54% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 8.30% | -0.58% | +1.32% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 8.01% | +0.09% | +1.38% | |
| 6 | IOO | Ishares Global 100 ETF | ETF-Other | 7.21% | — | +0.60% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.57% | -0.30% | +0.41% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 6.40% | -1.07% | +2.19% | |
| 9 | FTSL | First Trust Senior Loan ETF | ETF-Other | 5.93% | — | +3.03% | |
| 10 | DBEM | Xtrackers Msci Emerging Mark | ETF-Emerging Markets | 3.26% | — | +1.75% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.38% | — | +2.51% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.41% | — | +4.29% | |
| 13 | FMB | First Trust Managed Municipa | ETF-Other | 1.34% | — | -1.58% | |
| 14 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 1.30% | — | +3.61% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.07% | +139.36% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.36% | +0.27% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.01% | +15.88% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.10% | +0.32% | +2.52% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.07% | +3.07% | |
| 20 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.76% | -0.20% | +1.80% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.73% | -0.07% | -0.89% | |
| 22 | PPL | Ppl CORP | Stock-Utilities | 0.70% | -0.11% | — | |
| 23 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.62% | +0.06% | +5.11% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | — | -5.81% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.45% | -0.04% | +6.07% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | +10.78% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.42% | — | +1.34% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.05% | -16.41% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.11% | +3.50% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.23% | — | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.36% | -0.08% | +1.70% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.34% | +0.03% | +13.72% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.34% | — | +7.69% | |
| 34 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | +0.01% | +3.19% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.03% | +220.48% | |
| 36 | OKE | Oneok Inc | Stock-Energy | 0.27% | -0.04% | -0.75% | |
| 37 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.26% | -0.05% | +0.02% | |
| 38 | GBF | Ishares Government/credit Bo | ETF-Gov Bonds | 0.26% | — | +4.37% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.06% | -31.19% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | -0.01% | +25.99% | |
| 41 | TY | Tri-continental CORP | Stock-Other | 0.25% | — | +1.84% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.09% | +13.12% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | — | -28.37% | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.23% | -0.14% | -0.37% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.22% | +0.02% | +3.07% | |
| 46 | CME | Cme Group Inc | Stock-Financials | 0.22% | -0.05% | -4.76% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.18% | — | +6.34% | |
| 48 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.17% | — | — | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.17% | — | +1.99% | |
| 50 | RSG | Republic Services Inc | Stock-Industrials | 0.16% | -0.02% | +1.34% |
According to official SEC Form 13F filings, Tower Wealth Partners, Inc. reported a total U.S. public equity portfolio value of $202.6M across 58 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VSMV, IJH, SPYG) accounted for 35.4% of total reported equity market value during Q1 2024.
During Q1 2024, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (11.7%)、IJH (9.9%)、SPYG (8.7%). The largest single position, VSMV, represented 11.7% of total portfolio value.
In Q1 2024, Tower Wealth Partners, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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