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 %
Countries:
Top Holdings: VSMV(10.47%)JAAA(8.75%)SPYG(8.57%)RECS(8.42%)IJH(7.77%)
Summary Stock Picks Current Portfolio
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
+7.35%
+4.48%
111.6
 
JAAA
Janus Henderson AAA CLO ETF
322,948
16,376.7
-0.74%
8.750
-0.06%
0.080
+2.14%
+2.70%
22,855.0
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
199,503
16,034.1
-1.13%
8.570
-0.10%
0.050
+27.05%
+10.64%
38,705.6
 
RECS
Columbia Research Enhanced Core ETF
474,119
15,745.5
+1.30%
8.420
+0.11%
-
+21.29%
+8.95%
565.8
 
IJH
iShares Core S&P Mid-Cap ETF
249,159
14,538.4
+0.45%
7.770
+0.03%
0.020
+16.64%
+3.13%
97,920.0
 
AVUV
Avantis U.S. Small Cap Value ETF
135,647
11,824.4
+0.75%
6.320
+0.05%
0.080
+18.31%
-0.67%
17,010.0
 
IOO
iShares Global 100 ETF
118,510
11,411.3
-0.01%
6.100
0%
0.190
+21.81%
+10.54%
6,770.5
 
FTSL
FIRST TR EXCHANGE4
247,918
11,317.5
-0.04%
6.050
0%
0.470
+2.82%
+2.79%
2,386.6
 
BUFR
FT Vest Laddered Buffer ETF
346,802
10,296.5
-0.26%
5.500
-0.01%
0.160
+13.04%
+5.69%
7,049.7
 
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
+11.93%
+8.78%
4,698.8
 

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
$394.93
36.67%
Sold Out
0
-1,165
DECK
Deckers Outdoor Corp
2025-03-31
Sold Out
Sold Out
-0.16%
●
111.56 ($161.52) 223.11
$105.69
-34.57%
Sold Out
0
-1,466
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.15%
●
154.33 ($181.36) 206.38
$191.34
5.50%
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
$471.23
23.66%
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
$631.74
6.98%
New holding
438
438
TDG
TransDigm Group Inc
2025-03-31
New Buy
New Buy
+0.13%
●
1251.32 ($1333.33) 1394.11
$1,571.06
17.83%
New holding
171
171
DUK
Duke Energy Corp
2025-03-31
New Buy
New Buy
+0.12%
●
105.87 ($113.99) 121.97
$120.73
5.91%
New holding
1,846
1,846
AAPL
Apple Inc
2025-03-31
Add
Add
+0.12%
●
209.68 ($231.67) 247.1
$214.40
-7.45%
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
$37.72
8.45%
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
$26.97
-2.60%
New holding
7,360
7,360

Tower Wealth Partners, Inc. Total Holding History ($B)

To

Tower Wealth Partners, Inc.'s Asset Allocation

To

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

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