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CIK: 0001852808
Total reported value
$202.6M
$202.6M
76 檔
40.6%
As reported in its official Q1 2025 Form 13F filing, Tower Wealth Partners, Inc.'s tracked investment portfolio stood at $202.6M with 76 total positions.
In Q1 2025, Tower Wealth Partners, Inc. displayed an active expansion posture, initiating 76 new positions and adding to 0 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 | 10.47% | -0.71% | +0.28% | |
| 2 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 8.75% | -1.07% | -0.74% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 8.57% | +0.90% | -1.13% | |
| 4 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 8.42% | +0.03% | +1.30% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.77% | +0.10% | +0.45% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.32% | +0.09% | +0.75% | |
| 7 | IOO | Ishares Global 100 ETF | ETF-Other | 6.10% | — | -0.01% | |
| 8 | FTSL | First Trust Senior Loan ETF | ETF-Other | 6.05% | — | -0.04% | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.50% | -0.30% | -0.26% | |
| 10 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 5.31% | -0.58% | -0.35% | |
| 11 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 2.98% | -0.19% | +0.38% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.65% | -0.01% | +1.28% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.32% | +0.23% | -0.94% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.22% | — | +0.79% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.20% | -0.01% | +10.95% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.04% | -0.36% | +1.42% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.07% | -1.79% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.00% | +0.32% | -1.24% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.83% | -0.08% | +2.00% | |
| 20 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.82% | -0.20% | +0.11% | |
| 21 | PPL | Ppl CORP | Stock-Utilities | 0.70% | -0.11% | -3.19% | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.07% | +0.52% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.07% | -6.17% | |
| 24 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.57% | +0.06% | +0.93% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | +6.33% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.05% | — | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.38% | -0.04% | -18.62% | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.01% | +5.35% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.32% | -0.05% | +18.32% | |
| 30 | T | At&t Inc | Stock-Comm Services | 0.31% | -0.14% | +9.21% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.08% | +19.71% | |
| 32 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.29% | +0.01% | -1.38% | |
| 33 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.29% | +0.03% | +7.45% | |
| 34 | OKE | Oneok Inc | Stock-Energy | 0.29% | -0.04% | +3.57% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.11% | +3.06% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | +0.07% | +107.59% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | — | -12.10% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | -2.21% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.25% | -0.06% | +0.17% | |
| 40 | EVSM | Eaton Vance Shrt Dur Muni | ETF-Other | 0.25% | — | — | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.25% | -0.02% | +17.02% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.24% | -0.05% | -6.08% | |
| 43 | RSG | Republic Services Inc | Stock-Industrials | 0.24% | -0.02% | +7.25% | |
| 44 | CME | Cme Group Inc | Stock-Financials | 0.23% | -0.05% | -10.92% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | — | +40.45% | |
| 46 | TY | Tri-continental CORP | Stock-Other | 0.23% | — | +0.88% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.22% | — | -16.65% | |
| 48 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.22% | -0.04% | +2.26% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.21% | — | +69.55% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.20% | +0.09% | — |
According to official SEC Form 13F filings, Tower Wealth Partners, Inc. reported a total U.S. public equity portfolio value of $202.6M across 76 disclosed positions in Q1 2025.
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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, JAAA, SPYG) accounted for 40.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VSMV
市值: $19.6M
During Q1 2025, Tower Wealth Partners, Inc.'s top holdings by market value included VSMV (10.5%)、JAAA (8.8%)、SPYG (8.6%). The largest single position, VSMV, represented 10.5% of total portfolio value.
In Q1 2025, Tower Wealth Partners, Inc. made 76 total portfolio adjustments, initiating 76 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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