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CIK: 0001852808
Total reported value
$202.6M
$202.6M
77 檔
42.1%
According to the latest 13F quarterly dataset, Tower Wealth Partners, Inc. managed an equity portfolio of $202.6M at the end of Q4 2024, spanning 77 distinct U.S. exchange-listed positions.
In Q4 2024, Tower Wealth Partners, Inc. displayed an active expansion posture, initiating 11 new positions and adding to 37 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 | 10.13% | -0.71% | -0.33% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.28% | +0.90% | +8.12% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.63% | -1.07% | +21.95% | |
| 4 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 8.48% | +0.03% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.09% | +0.10% | -0.40% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.80% | +0.09% | +0.74% | |
| 7 | IOO | Ishares Global 100 ETF | ETF-Other | 6.25% | — | -3.63% | |
| 8 | FTSL | First Trust Senior Loan ETF | ETF-Other | 6.00% | — | +6.17% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.54% | -0.30% | -6.29% | |
| 10 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 5.18% | -0.58% | -26.84% | |
| 11 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.87% | -0.19% | +3.53% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.57% | -0.01% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | +0.23% | +307.21% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.01% | -20.69% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.18% | — | -2.07% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.08% | +0.32% | -4.26% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.01% | -0.07% | -2.88% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.36% | -0.01% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.79% | -0.08% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.07% | +3.28% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | -0.07% | -0.83% | |
| 22 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.67% | -0.20% | +0.22% | |
| 23 | PPL | Ppl CORP | Stock-Utilities | 0.63% | -0.11% | -2.52% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | — | +5.43% | |
| 25 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.55% | +0.06% | +1.07% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.41% | -0.04% | +1.80% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.05% | — | |
| 28 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.30% | +0.01% | -1.08% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.29% | — | -10.91% | |
| 30 | AXP | American Express Co | Stock-Financials | 0.29% | -0.05% | +21.87% | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | — | +5.98% | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.28% | -0.04% | +0.58% | |
| 33 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | -0.01% | +1.93% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.26% | — | +28.76% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.26% | +0.03% | +43.18% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -2.39% | |
| 37 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.25% | — | +6.95% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.23% | -0.08% | -8.10% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.23% | -0.11% | +0.59% | |
| 40 | TY | Tri-continental CORP | Stock-Other | 0.23% | — | +7.01% | |
| 41 | CME | Cme Group Inc | Stock-Financials | 0.23% | -0.05% | +67.93% | |
| 42 | T | At&t Inc | Stock-Comm Services | 0.23% | -0.14% | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.22% | -0.05% | +2.57% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.06% | -0.59% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.21% | +0.09% | +2.01% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.21% | -0.04% | +55.59% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.02% | +6.28% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.19% | — | +4.66% | |
| 49 | PWR | Quanta Services Inc | Stock-Industrials | 0.19% | — | +3.83% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.05% | -13.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RECS | Columbia Resear Enh Cor ETF | +8.5% | NEW | New buy |
| 2 | FBND | Fidelity Total Bond ETF | +1.6% | NEW | New buy |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1% | +307.21% | Add |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.8% | NEW | New buy |
| 5 | JAAA | Janus Henderson Aaa Clo ETF | +0.7% | +21.95% | Add |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +8.12% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 8 | NVDA | Nvidia CORP | +0.1% | NEW | New buy |
| 9 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 10 | ARES | Ares Management CORP - A | +0.1% | NEW | New buy |
| 11 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 12 | FLEX | Flex Ltd. | +0.1% | NEW | New buy |
| 13 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 14 | BRO | Brown & Brown Inc | +0.1% | NEW | New buy |
| 15 | CME | Cme Group Inc | +0.1% | +67.93% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +5.43% | Add |
| 17 | TJX | Tjx Companies Inc | +0.1% | +55.59% | Add |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +43.18% | Add |
| 19 | HON | Honeywell International Inc | +0.1% | +28.76% | Add |
| 20 | AXP | American Express Co | +0.1% | +21.87% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +29.81% | Add |
| 22 | APO | Apollo Global Management Inc | 0% | +4.43% | Add |
| 23 | DECK | Deckers Outdoor CORP | 0% | +2.95% | Add |
| 24 | V | Visa Inc-class A Shares | 0% | +1.80% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 0% | +16.48% | Add |
| 26 | GS | Goldman Sachs Group Inc | 0% | -1.08% | Trim |
| 27 | AVGO | Broadcom Inc | 0% | -13.15% | Trim |
| 28 | CRM | Salesforce Inc | 0% | -1.48% | Trim |
| 29 | WMB | Williams Cos Inc | 0% | +4.34% | Add |
| 30 | OKE | Oneok Inc | — | +0.58% | Add |
| 31 | JPM | Jpmorgan Chase & Co | — | -2.39% | Trim |
| 32 | PWR | Quanta Services Inc | — | +3.83% | Add |
| 33 | MSI | Motorola Solutions Inc | — | +2.77% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +6.28% | Add |
| 35 | EVSM | Eaton Vance Shrt Dur Muni | 0% | +6.95% | Add |
| 36 | T | At&t Inc | 0% | — | Unchanged |
| 37 | RSG | Republic Services Inc | 0% | +3.29% | Add |
| 38 | WEC | Wec Energy Group Inc | 0% | +1.37% | Add |
| 39 | IRM | Iron Mountain Inc | 0% | +4.36% | Add |
| 40 | TY | Tri-continental CORP | 0% | +7.01% | Add |
| 41 | WSO | Watsco Inc | 0% | — | Unchanged |
| 42 | WMK | Weis Markets Inc | 0% | — | Unchanged |
| 43 | ABBV | Abbvie Inc | 0% | -0.91% | Trim |
| 44 | WTRG | Essential Utilities Inc | 0% | -5.86% | Trim |
| 45 | IBM | Intl Business Machines CORP | 0% | +1.93% | Add |
| 46 | CVX | Chevron CORP | 0% | +0.59% | Add |
| 47 | FCX | Freeport-mcmoran Inc | 0% | +3.67% | Add |
| 48 | ADP | Automatic Data Processing | 0% | -20.68% | Trim |
| 49 | CAT | Caterpillar Inc | 0% | +2.01% | Add |
| 50 | APD | Air Products & Chemicals Inc | -0.1% | -22.53% | 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 77 disclosed positions in Q4 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, SPYG, JAAA) accounted for 42.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
RECS
市值: $16.2M
Top Position Liquidated / Trimmed
STIP
前期市值: $3.0M
During Q4 2024, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (10.1%)、SPYG (9.3%)、JAAA (8.6%). The largest single position, VSMV, represented 10.1% of total portfolio value.
In Q4 2024, Tower Wealth Partners, Inc. made 82 total portfolio adjustments, initiating 11 new buys, adding to 37 positions, trimming 25 holdings, and fully liquidating 9 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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