Tower Wealth Partners, Inc. Purchases in Q3 2024

Tower Wealth Partners, Inc.

  • $171 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
447
+ 0.18%
$57.32 - $62.65 $25.6K - $28K
249K $15.5M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
621
+ 0.19%
$37.98 - $41.19 $23.6K - $25.6K
334K $13.8M
AVUV
American Centy ETF Tr Avantis

ETFs
189
+ 0.14%
$88.24 - $99.7 $16.7K - $18.8K
134K $12.8M
AXP
American Express CO

Financial Services
1.54K
New
$225.92 - $271.17 $348K - $418K
1.54K $417K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
575
+ 0.38%
$33.62 - $38.33 $19.3K - $22K
150K $5.66M
APD
Air Products & Chemicals, Inc.

Basic Materials
892
New
$247.34 - $300.11 $221K - $268K
892 $265K
ACN
Accenture PLC

Technology
653
New
$295.44 - $355.81 $193K - $232K
653 $230K
MSI
Motorola Solutions, Inc.

Technology
505
New
$385.65 - $450.49 $195K - $227K
505 $227K
IRM
Iron Mountain Inc

Real Estate
1.9K
New
$89.69 - $119.32 $171K - $227K
1.9K $226K
AZN
Astrazeneca PLC

Healthcare
2.86K
New
$76.67 - $87.62 $220K - $251K
2.86K $223K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
623
+ 1.4%
$48.51 - $52.86 $30.2K - $32.9K
45.2K $2.39M
APO
Apollo Global Management, Inc.

Financial Services
1.67K
New
$99.16 - $125.81 $165K - $210K
1.67K $208K
WEC
Wec Energy Group, Inc.

Utilities
2.11K
New
$77.68 - $96.19 $164K - $203K
2.11K $202K
TDG
Trans Digm Group Inc

Industrials
141
New
$1202.03 - $1427.41 $169K - $201K
141 $201K
WMB
Williams Companies, Inc.

Energy
4.4K
New
$41.24 - $46.22 $181K - $203K
4.4K $200K
IBM
International Business Machines Corp

Technology
300
+ 14.77%
$175.1 - $223.38 $52.5K - $67K
2.33K $515K
OUNZ
Van Eck Merk Gold Trust

ETFs
495
+ 0.99%
$22.51 - $25.83 $11.1K - $12.8K
50.7K $1.29M
FTSL
First Trust Senior Ln Fund

ETFs
2.04K
+ 0.88%
$45.51 - $46.26 $92.7K - $94.2K
234K $10.7M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.36K
+ 0.89%
$50.52 - $50.95 $119K - $120K
267K $13.6M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
200
+ 1.57%
$72.52 - $82.35 $14.5K - $16.5K
12.9K $1.06M
PG
Procter & Gamble CO

Consumer Defensive
8
+ 0.07%
$160.76 - $177.82 $1.29K - $1.42K
11.8K $2.05M
AMGN
Amgen Inc

Healthcare
233
+ 20.8%
$309.38 - $337.38 $72.1K - $78.6K
1.35K $435K
QQQ
Invesco Qqq Trust, Series 1

ETFs
60
+ 1.44%
$434.77 - $502.96 $26.1K - $30.2K
4.23K $2.06M
IYR
Ishares Tr

ETFs
32
+ 0.82%
$86.93 - $103.61 $2.78K - $3.32K
3.93K $399K
PWR
Quanta Services, Inc.

Industrials
34
+ 3.13%
$239.58 - $298.23 $8.15K - $10.1K
1.12K $334K
OKE
Oneok Inc

Energy
38
+ 0.73%
$78.62 - $95.27 $2.99K - $3.62K
5.21K $474K
JNJ
Johnson & Johnson

Healthcare
16
+ 0.56%
$145.48 - $167.38 $2.33K - $2.68K
2.88K $467K
ADP
Automatic Data Processing Inc

Industrials
35
+ 3.43%
$233.44 - $279.45 $8.17K - $9.78K
1.05K $291K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
1.43K
+ 2.07%
$22.11 - $22.46 $31.7K - $32.2K
70.7K $1.59M
ABBV
Abb Vie Inc.

Healthcare
11
+ 0.78%
$163.84 - $199.33 $1.8K - $2.19K
1.43K $281K
HON
Honeywell International Inc

Industrials
235
+ 15.67%
$196.73 - $220.21 $46.2K - $51.7K
1.74K $358K
FCX
Freeport Mcmoran Inc

Basic Materials
567
+ 12.3%
$39.52 - $51.92 $22.4K - $29.4K
5.18K $258K
AVGO
Broadcom Inc.

Technology
1.61K
+ 946.47%
$136.27 - $1745.86 $219K - $2.81M
1.78K $306K
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 5.29%
$801.83 - $917.05 $16K - $18.3K
398 $352K
TY
Tri Continental Corp

Financial Services
113
+ 0.89%
$29.86 - $32.92 $3.37K - $3.72K
12.8K $422K
IEF
Ishares Barclays

ETFs
53
+ 1.07%
$92.67 - $99.14 $4.91K - $5.25K
5K $490K
RSG
Republic Services, Inc.

Industrials
56
+ 3.53%
$189.34 - $208.21 $10.6K - $11.7K
1.64K $329K
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.2K
+ 544.34%
$150.73 - $974.56 $181K - $1.17M
1.42K $226K
WTRG
Essential Utilities, Inc.

Utilities
111
+ 1.65%
$36.74 - $41.49 $4.08K - $4.61K
6.83K $263K
ABC
Amerisourcebergen Corp

Healthcare
62
+ 6.69%
N/A
989 $183K
AMZN
Amazon Com Inc

Consumer Cyclical
183
+ 4.09%
$161.02 - $200.0 $29.5K - $36.6K
4.66K $867K
Morgan Stanley ETF Trust
62
+ 0.71%
N/A
8.79K $0
KLAC
Kla Corp

Technology
19
+ 6.53%
$696.17 - $892.35 $13.2K - $17K
310 $239K
MSFT
Microsoft Corp

Technology
104
+ 3.46%
$395.15 - $467.56 $41.1K - $48.6K
3.11K $1.34M
CVX
Chevron Corp

Energy
109
+ 3.7%
$137.88 - $161.97 $15K - $17.7K
3.05K $449K
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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