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CIK: 0001852808
Total reported value
$202.6M
$202.6M
75 檔
38.5%
In Q3 2024, Tower Wealth Partners, Inc.'s U.S. equity holdings reached a combined market value of $202.6M, distributed across 75 disclosed stock positions.
In Q3 2024, Tower Wealth Partners, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VSMV | Victoryshares US Min Vol ETF | ETF-Other | 11.43% | -0.71% | -0.20% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.03% | +0.10% | +0.18% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.00% | +0.90% | -0.24% | |
| 4 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 8.01% | -0.58% | +0.19% | |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 7.89% | -1.07% | +0.89% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.46% | +0.09% | +0.14% | |
| 7 | IOO | Ishares Global 100 ETF | ETF-Other | 7.09% | — | -0.00% | |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 6.45% | -0.30% | -0.01% | |
| 9 | FTSL | First Trust Senior Loan ETF | ETF-Other | 6.23% | — | +0.88% | |
| 10 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 3.29% | -0.19% | +0.38% | |
| 11 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.75% | — | -1.47% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.55% | -0.01% | -1.87% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.39% | — | +1.40% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | +0.32% | +1.44% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.19% | -0.07% | +0.07% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.10% | -0.36% | -0.03% | |
| 17 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.92% | — | +2.07% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 0.82% | -0.07% | -0.43% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.07% | +3.46% | |
| 20 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.75% | -0.20% | +0.99% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 0.74% | -0.11% | -2.35% | |
| 22 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.61% | +0.06% | +1.57% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | — | +4.09% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.42% | — | -20.01% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.05% | — | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | -0.04% | -14.35% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.37% | +0.23% | — | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | — | -0.96% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | -0.01% | +14.77% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.30% | -0.08% | -13.55% | |
| 31 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | +0.01% | -2.48% | |
| 32 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.29% | — | +1.07% | |
| 33 | OKE | Oneok Inc | Stock-Energy | 0.28% | -0.04% | +0.73% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.06% | +0.56% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.05% | -2.64% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.11% | +3.70% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -0.51% | |
| 38 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.26% | — | +0.71% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | — | +20.80% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.09% | -4.94% | |
| 41 | TY | Tri-continental CORP | Stock-Other | 0.25% | — | +0.89% | |
| 42 | AXP | American Express Co | Stock-Financials | 0.24% | -0.05% | — | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.24% | -0.14% | -5.42% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.23% | +0.02% | +0.82% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.21% | — | +15.67% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.02% | +5.29% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.20% | +0.03% | -41.83% | |
| 48 | PWR | Quanta Services Inc | Stock-Industrials | 0.19% | — | +3.13% | |
| 49 | RSG | Republic Services Inc | Stock-Industrials | 0.19% | -0.02% | +3.53% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.18% | -0.03% | -5.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +0.2% | NEW | New buy |
| 2 | APD | Air Products & Chemicals Inc | +0.2% | NEW | New buy |
| 3 | ACN | Accenture plc | +0.1% | NEW | New buy |
| 4 | MSI | Motorola Solutions Inc | +0.1% | NEW | New buy |
| 5 | IRM | Iron Mountain Inc | +0.1% | NEW | New buy |
| 6 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | NEW | New buy |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 8 | APO | Apollo Global Management Inc | +0.1% | NEW | New buy |
| 9 | WEC | Wec Energy Group Inc | +0.1% | NEW | New buy |
| 10 | TDG | Transdigm Group Inc | +0.1% | NEW | New buy |
| 11 | WMB | Williams Cos Inc | +0.1% | NEW | New buy |
| 12 | HD | Home Depot Inc | +0.1% | -0.43% | Trim |
| 13 | IBM | Intl Business Machines CORP | +0.1% | +14.77% | Add |
| 14 | AVUV | Avantis US Small Cap Value | +0.1% | +0.14% | Add |
| 15 | PPL | Ppl CORP | +0.1% | -2.35% | Trim |
| 16 | VSMV | Victoryshares US Min Vol ETF | +0.1% | -0.20% | Trim |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.18% | Add |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +1.40% | Add |
| 19 | OUNZ | Vaneck Merk Gold ETF | +0.1% | +0.99% | Add |
| 20 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +0.19% | Add |
| 21 | EDIV | State Street Spdr S&p Emergi | 0% | +0.38% | Add |
| 22 | AAPL | Apple Inc | 0% | -1.87% | Trim |
| 23 | REGL | Prshrs S&p Mid 400 Dvd Arist | 0% | +1.57% | Add |
| 24 | AMGN | Amgen Inc | 0% | +20.80% | Add |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 26 | UNH | Unitedhealth Group Inc | 0% | -0.96% | Trim |
| 27 | IYR | Ishares US Real Estate ETF | 0% | +0.82% | Add |
| 28 | PWR | Quanta Services Inc | 0% | +3.13% | Add |
| 29 | OKE | Oneok Inc | 0% | +0.73% | Add |
| 30 | ADP | Automatic Data Processing | 0% | +3.43% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | +0.56% | Add |
| 32 | CAT | Caterpillar Inc | 0% | -4.94% | Trim |
| 33 | ABBV | Abbvie Inc | 0% | +0.78% | Add |
| 34 | HON | Honeywell International Inc | 0% | +15.67% | Add |
| 35 | WMT | Walmart Inc | 0% | -5.32% | Trim |
| 36 | FCX | Freeport-mcmoran Inc | 0% | +12.30% | Add |
| 37 | AVGO | Broadcom Inc | 0% | +946.47% | Add |
| 38 | COST | Costco Wholesale CORP | 0% | +5.29% | Add |
| 39 | TY | Tri-continental CORP | 0% | +0.89% | Add |
| 40 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 41 | T | At&t Inc | — | -5.42% | Trim |
| 42 | GS | Goldman Sachs Group Inc | — | -2.48% | Trim |
| 43 | IEF | Ishares 7-10 Year Treasury B | — | +1.07% | Add |
| 44 | VZ | Verizon Communications Inc | — | -2.64% | Trim |
| 45 | WMK | Weis Markets Inc | — | — | Unchanged |
| 46 | CME | Cme Group Inc | — | -1.69% | Trim |
| 47 | RSG | Republic Services Inc | — | +3.53% | Add |
| 48 | CRM | Salesforce Inc | — | -0.34% | Trim |
| 49 | COR | Cencora Inc | — | +6.69% | Add |
| 50 | WSO | Watsco Inc | — | -0.21% | Trim |
According to official SEC Form 13F filings, Tower Wealth Partners, Inc. reported a total U.S. public equity portfolio value of $202.6M across 75 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VSMV, IJH, SPYG) accounted for 38.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
AXP
市值: $417.9K
Top Position Liquidated / Trimmed
QCOM
前期市值: $304.1K
During Q3 2024, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (11.4%)、IJH (9.0%)、SPYG (9.0%). The largest single position, VSMV, represented 11.4% of total portfolio value.
In Q3 2024, Tower Wealth Partners, Inc. made 72 total portfolio adjustments, initiating 11 new buys, adding to 35 positions, trimming 25 holdings, and fully liquidating 1 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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