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CIK: 0001852808
Total reported value
$202.6M
$202.6M
65 檔
36.7%
According to the latest 13F quarterly dataset, Tower Wealth Partners, Inc. managed an equity portfolio of $202.6M at the end of Q2 2024, spanning 65 distinct U.S. exchange-listed positions.
During Q2 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 | 11.38% | -0.71% | +2.26% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.25% | +0.90% | +2.08% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.98% | +0.10% | -1.29% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.31% | -1.07% | +36.11% | |
| 5 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 7.97% | -0.58% | +1.46% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.39% | +0.09% | +1.35% | |
| 7 | IOO | Ishares Global 100 ETF | ETF-Other | 7.33% | — | -1.00% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.63% | -0.30% | +2.51% | |
| 9 | FTSL | First Trust Senior Loan ETF | ETF-Other | 6.54% | — | +17.12% | |
| 10 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 3.26% | -0.19% | — | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.85% | — | -18.48% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.52% | -0.01% | +8.90% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.34% | — | +3.16% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.23% | +0.32% | +8.80% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.20% | -0.07% | +1.04% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.36% | +0.06% | |
| 17 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.95% | — | -23.54% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.83% | -0.07% | +12.09% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.07% | +3.27% | |
| 20 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.70% | -0.20% | -7.88% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 0.67% | -0.11% | +0.33% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | — | +27.05% | |
| 23 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.58% | +0.06% | +4.24% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | +20.89% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.04% | +14.04% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.05% | — | |
| 27 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.37% | +0.03% | +15.70% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.23% | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.33% | — | -0.29% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.08% | -1.52% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | +0.01% | -7.41% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.29% | — | -28.24% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.11% | -21.04% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | +21.22% | |
| 35 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.27% | — | — | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.05% | +9.43% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 0.26% | -0.04% | +0.86% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.06% | +15.38% | |
| 39 | TY | Tri-continental CORP | Stock-Other | 0.24% | — | +1.90% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | +0.09% | +10.64% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.24% | -0.14% | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.22% | -0.01% | -0.49% | |
| 43 | AMGN | Amgen Inc | Stock-Healthcare | 0.22% | — | +41.59% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.21% | +0.02% | +3.59% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.02% | — | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.20% | — | — | |
| 47 | RSG | Republic Services Inc | Stock-Industrials | 0.19% | -0.02% | +23.41% | |
| 48 | QCOM | Qualcomm Inc | Stock-Tech | 0.19% | — | — | |
| 49 | PWR | Quanta Services Inc | Stock-Industrials | 0.17% | — | +4.62% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.17% | +0.05% | -3.95% |
According to official SEC Form 13F filings, Tower Wealth Partners, Inc. reported a total U.S. public equity portfolio value of $202.6M across 65 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VSMV, SPYG, IJH) accounted for 36.7% of total reported equity market value during Q2 2024.
During Q2 2024, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (11.4%)、SPYG (9.3%)、IJH (9.0%). The largest single position, VSMV, represented 11.4% of total portfolio value.
In Q2 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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