TW
| |
Tower Wealth Partners, Inc.13F | |
| Tower Wealth Partners, Inc. | |
| Last update 2025-04-11 | 76 Stocks (5 new) |
| Value $187.00 Mil | Turnover 2 % |
Tower Wealth Partners, Inc. Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMV |
VictoryShares US Multi-Factor Minimum Volatility E
VictoryShares US Multi-Factor Minimum Volatility E
| 404,425 | 19,586.3 | +0.28% | 10.470 | +0.03% | 17.580 | +7.72% | +5.54% | 113.2 | ||
JAAA | Janus Henderson AAA CLO ETF | 322,948 | 16,376.7 | -0.74% | 8.750 | -0.06% | 0.080 | +1.96% | +2.64% | 22,841.5 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 199,503 | 16,034.1 | -1.13% | 8.570 | -0.10% | 0.050 | +25.27% | +11.68% | 39,068.8 | ||
RECS | Columbia Research Enhanced Core ETF | 474,119 | 15,745.5 | +1.30% | 8.420 | +0.11% | - | +20.13% | +9.82% | 570.3 | ||
IJH | iShares Core S&P Mid-Cap ETF | 249,159 | 14,538.4 | +0.45% | 7.770 | +0.03% | 0.020 | +16.09% | +3.97% | 98,717.1 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 135,647 | 11,824.4 | +0.75% | 6.320 | +0.05% | 0.080 | +19.00% | +0.93% | 17,283.8 | ||
IOO | iShares Global 100 ETF | 118,510 | 11,411.3 | -0.01% | 6.100 | 0% | 0.190 | +20.95% | +11.78% | 6,846.4 | ||
FTSL | FIRST TR EXCHANGE4 | 247,918 | 11,317.5 | -0.04% | 6.050 | 0% | 0.470 | +3.13% | +3.40% | 2,387.6 | ||
BUFR | FT Vest Laddered Buffer ETF | 346,802 | 10,296.5 | -0.26% | 5.500 | -0.01% | 0.160 | +12.37% | +6.10% | 7,077.0 | ||
DIVO |
Amplify CPW Enhanced Dividend Income ETF
Amplify CPW Enhanced Dividend Income ETF
| 243,627 | 9,932.7 | -0.35% | 5.310 | -0.02% | 0.240 | +11.86% | +9.72% | 4,739.2 |
Tower Wealth Partners, Inc.'s Historical Top Holdings Breakdowns
Tower Wealth Partners, Inc.'s Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PWR | Quanta Services Inc | 2025-03-31 | Sold Out Sold Out | -0.19% | 236.71 ($288.97) 358.03 | $405.11 | 40.19% | Sold Out | 0 | -1,165 | |
DECK | Deckers Outdoor Corp | 2025-03-31 | Sold Out Sold Out | -0.16% | 111.56 ($161.52) 223.11 | $108.09 | -33.08% | Sold Out | 0 | -1,466 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.15% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Add 107.59% | 3,336 | 1,729 | |
CRWD | CrowdStrike Holdings Inc | 2025-03-31 | New Buy New Buy | +0.14% | 308.86 ($381.06) 455.36 | $461.52 | 21.11% | New holding | 735 | 735 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | New Buy New Buy | +0.13% | 554.06 ($590.51) 615.85 | $637.33 | 7.93% | New holding | 438 | 438 | |
TDG | TransDigm Group Inc | 2025-03-31 | New Buy New Buy | +0.13% | 1251.32 ($1333.33) 1394.11 | $1,597.75 | 19.83% | New holding | 171 | 171 | |
DUK | Duke Energy Corp | 2025-03-31 | New Buy New Buy | +0.12% | 105.87 ($113.99) 121.97 | $119.51 | 4.84% | New holding | 1,846 | 1,846 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.12% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Add 10.95% | 10,081 | 995 | |
RECS | Columbia Research Enhanced Core ETF | 2025-03-31 | Add Add | +0.11% | 32.64 ($34.78) 36.12 | $38.02 | 9.32% | Add 1.3% | 474,119 | 6,077 | |
KMI | Kinder Morgan Inc | 2025-03-31 | New Buy New Buy | +0.11% | 26.1 ($27.69) 31.22 | $26.81 | -3.18% | New holding | 7,360 | 7,360 |
Tower Wealth Partners, Inc. Total Holding History ($B)
Tower Wealth Partners, Inc.'s Asset Allocation
Tower Wealth Partners, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Tower Wealth Partners, Inc.'s Hypothetical Growth since 2025-03-31
Tower Wealth Partners, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tower Wealth Partners, Inc.'s Holdings Heat Map
Size field:
Tower Wealth Partners, Inc.'s Holdings Bubble Chart
Tower Wealth Partners, Inc. News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers