Tower Wealth Partners, Inc. Q4 2024 Filing
Filed February 7, 2025
Portfolio Value
$191.1B
Holdings
77
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (77 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSMVVICTORY PORTFOLIOS II | 403,290 | $19.4B | 10.13% | |
| 2 | SPYGSPDR SER TR | 201,779 | $17.7B | 9.28% | |
| 3 | JAAAJANUS DETROIT STR TR | 325,355 | $16.5B | 8.63% | |
| 4 | RECSCOLUMBIA ETF TR I | 468,042 | $16.2B | 8.48% | |
| 5 | IJHISHARES TR | 248,053 | $15.5B | 8.09% | |
| 6 | AVUVAMERICAN CENTY ETF TR | 134,638 | $13.0B | 6.80% | |
| 7 | IOOISHARES TR | 118,521 | $11.9B | 6.25% | |
| 8 | FTSLFIRST TR EXCHANGE-TRADED FD | 248,005 | $11.5B | 6.00% | |
| 9 | BUFRFIRST TR EXCHNG TRADED FD VI | 347,704 | $10.6B | 5.54% | |
| 10 | DIVOAMPLIFY ETF TR | 244,485 | $9.9B | 5.18% | |
| 11 | EDIVSPDR INDEX SHS FDS | 155,424 | $5.5B | 2.87% | |
| 12 | FBNDFIDELITY MERRIMACK STR TR | 66,707 | $3.0B | 1.57% | |
| 13 | VTIVANGUARD INDEX FDS | 9,040 | $2.6B | 1.37% | |
| 14 | AAPLAPPLE INC | 9,086 | $2.3B | 1.19% | |
| 15 | SPYVSPDR SER TR | 44,272 | $2.3B | 1.18% | |
| 16 | NDQINVESCO QQQ TR | 4,047 | $2.1B | 1.08% | |
| 17 | PGPROCTER AND GAMBLE CO | 11,477 | $1.9B | 1.01% | |
| 18 | XOMEXXON MOBIL CORP | 16,186 | $1.7B | 0.91% | |
| 19 | SHYISHARES TR | 18,409 | $1.5B | 0.79% | |
| 20 | MSFTMICROSOFT CORP | 3,210 | $1.4B | 0.71% | |
| 21 | HDHOME DEPOT INC | 3,457 | $1.3B | 0.70% | |
| 22 | OUNZVANECK MERK GOLD ETF | 50,788 | $1.3B | 0.67% | |
| 23 | PPLPPL CORP | 37,381 | $1.2B | 0.63% | |
| 24 | AMZNAMAZON COM INC | 4,910 | $1.1B | 0.56% | |
| 25 | REGLPROSHARES TR | 13,049 | $1.1B | 0.55% | |
| 26 | VVISA INC | 2,486 | $785.7M | 0.41% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,528 | $692.6M | 0.36% | |
| 28 | GSGOLDMAN SACHS GROUP INC | 1,012 | $579.5M | 0.30% | |
| 29 | MRKMERCK & CO INC | 5,617 | $558.8M | 0.29% | |
| 30 | AXPAMERICAN EXPRESS CO | 1,878 | $557.4M | 0.29% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 1,099 | $555.9M | 0.29% | |
| 32 | OKEONEOK INC NEW | 5,241 | $526.2M | 0.28% | |
| 33 | IBMINTERNATIONAL BUSINESS MACHS | 2,376 | $522.3M | 0.27% | |
| 34 | HONHONEYWELL INTL INC | 2,234 | $504.6M | 0.26% | |
| 35 | BILSPDR SER TR | 5,488 | $501.8M | 0.26% | |
| 36 | JPMJPMORGAN CHASE & CO. | 2,080 | $498.6M | 0.26% | |
| 37 | EVSMMORGAN STANLEY ETF TRUST | 9,401 | $468.7M | 0.25% | |
| 38 | MCDMCDONALDS CORP | 1,542 | $447.0M | 0.23% | |
| 39 | CVXCHEVRON CORP NEW | 3,070 | $444.7M | 0.23% | |
| 40 | TYTRI CONTL CORP | 13,731 | $435.1M | 0.23% | |
| 41 | CMECME GROUP INC | 1,859 | $431.7M | 0.23% | |
| 42 | TAT&T INC | 18,916 | $430.7M | 0.23% | |
| 43 | BACVERIZON COMMUNICATIONS INC | 10,483 | $419.2M | 0.22% | |
| 44 | JNJJOHNSON & JOHNSON | 2,865 | $414.3M | 0.22% | |
| 45 | CATCATERPILLAR INC | 1,119 | $405.9M | 0.21% | |
| 46 | TJXTJX COS INC NEW | 3,325 | $401.7M | 0.21% | |
| 47 | COSTCOSTCO WHSL CORP NEW | 423 | $387.6M | 0.20% | |
| 48 | AMGNAMGEN INC | 1,416 | $369.1M | 0.19% | |
| 49 | PWRQUANTA SVCS INC | 1,165 | $368.2M | 0.19% | |
| 50 | AVGOBROADCOM INC | 1,545 | $358.2M | 0.19% | |
| 51 | IYRISHARES TR | 3,750 | $349.0M | 0.18% | |
| 52 | RSGREPUBLIC SVCS INC | 1,697 | $341.4M | 0.18% | |
| 53 | METAMETA PLATFORMS INC | 539 | $315.6M | 0.17% | |
| 54 | GOOGLALPHABET INC | 1,607 | $304.2M | 0.16% | |
| 55 | DECKDECKERS OUTDOOR CORP | 1,466 | $297.7M | 0.16% | |
| 56 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,470 | $290.3M | 0.15% | |
| 57 | CRMSALESFORCE INC | 867 | $289.9M | 0.15% | |
| 58 | APOAPOLLO GLOBAL MGMT INC | 1,743 | $287.9M | 0.15% | |
| 59 | WMKWEIS MKTS INC | 3,769 | $255.2M | 0.13% | |
| 60 | ABBVABBVIE INC | 1,413 | $251.1M | 0.13% | |
| 61 | WMBWILLIAMS COS INC | 4,591 | $248.5M | 0.13% | |
| 62 | ADPAUTOMATIC DATA PROCESSING IN | 836 | $244.7M | 0.13% | |
| 63 | MSIMOTOROLA SOLUTIONS INC | 519 | $239.9M | 0.13% | |
| 64 | WTRGESSENTIAL UTILS INC | 6,429 | $233.5M | 0.12% | |
| 65 | WSOWATSCO INC | 482 | $228.4M | 0.12% | |
| 66 | NVDANVIDIA CORPORATION | 1,661 | $223.1M | 0.12% | |
| 67 | MAMASTERCARD INCORPORATED | 415 | $218.5M | 0.11% | |
| 68 | ARESARES MANAGEMENT CORPORATION | 1,229 | $217.6M | 0.11% | |
| 69 | IEFISHARES TR | 2,342 | $216.5M | 0.11% | |
| 70 | APHAMPHENOL CORP NEW | 3,106 | $215.7M | 0.11% | |
| 71 | FLEXFLEX LTD | 5,541 | $212.7M | 0.11% | |
| 72 | IRMIRON MTN INC DEL | 1,987 | $208.9M | 0.11% | |
| 73 | RTXRTX CORPORATION | 1,772 | $205.1M | 0.11% | |
| 74 | FCXFREEPORT-MCMORAN INC | 5,365 | $204.3M | 0.11% | |
| 75 | WECWEC ENERGY GROUP INC | 2,139 | $201.2M | 0.11% | |
| 76 | BROBROWN & BROWN INC | 1,967 | $200.7M | 0.10% | |
| 77 | APDAIR PRODS & CHEMS INC | 691 | $200.4M | 0.10% |