Tower Wealth Partners, Inc. Purchases in Q4 2025

Tower Wealth Partners, Inc.

  • $179 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PVAL
Putnam ETF Tr Putnam Focused L
67K
New
$41.58 - $44.36 $2.78M - $2.97M
67K $2.93M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.5K
+ 15.11%
$46.2 - $46.85 $486K - $493K
80.2K $3.71M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.56K
New
$128.96 - $165.33 $459K - $588K
3.56K $458K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
9.65K
+ 2.97%
$50.55 - $50.74 $488K - $489K
334K $16.9M
GOOGL
Alphabet Inc.

Communication Services
1.11K
+ 66.03%
$236.57 - $291.31 $263K - $324K
2.8K $772K
WMT
Walmart Inc.

Consumer Defensive
2.96K
New
$101.18 - $109.03 $300K - $323K
2.96K $304K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.13K
New
$210.33 - $273.65 $237K - $308K
1.13K $298K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
5.48K
+ 3.41%
$37.81 - $39.2 $207K - $215K
166K $6.51M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.06K
+ 16.19%
$82.69 - $83.12 $253K - $254K
21.9K $1.82M
ORCL
Oracle Corp

Technology
1.05K
New
$217.57 - $313.0 $229K - $329K
1.05K $231K
ASML
Asml Holding Nv

Technology
201
New
$936.19 - $1075.45 $188K - $216K
201 $205K
RECS
Columbia ETF Tr I

ETFs
3.44K
+ 0.69%
$39.39 - $41.32 $136K - $142K
499K $20.2M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.72K
+ 1.06%
$33.05 - $33.87 $123K - $126K
354K $11.9M
VSMV
Victoryshares Us Multifactor M

ETFs
1.7K
+ 0.41%
$52.79 - $54.72 $89.9K - $93.2K
418K $22.5M
AAPL
Apple Inc.

Technology
142
+ 1.28%
$245.27 - $275.25 $34.8K - $39.1K
11.2K $3.01M
MRK
Merck & Co., Inc.

Healthcare
935
+ 15.9%
$82.49 - $92.93 $77.1K - $86.9K
6.82K $632K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.96K
+ 13.38%
$81.56 - $85.69 $160K - $168K
16.6K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
14
+ 0.25%
$213.04 - $254.0 $2.98K - $3.56K
5.51K $1.29M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.22K
+ 5.35%
$52.81 - $55.35 $64.4K - $67.5K
24K $1.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
68
+ 8.94%
$482.23 - $557.53 $32.8K - $37.9K
829 $445K
CAH
Cardinal Health Inc

Healthcare
22
+ 1.6%
$153.27 - $206.06 $3.37K - $4.53K
1.39K $286K
AMGN
Amgen Inc

Healthcare
15
+ 1.37%
$290.13 - $341.71 $4.35K - $5.13K
1.11K $378K
NVDA
Nvidia Corp

Technology
341
+ 15.08%
$179.83 - $207.04 $61.3K - $70.6K
2.6K $485K
IBM
International Business Machines Corp

Technology
76
+ 3.14%
$275.97 - $314.98 $21K - $23.9K
2.5K $742K
MA
Mastercard Inc

Financial Services
131
+ 35.41%
$536.85 - $580.45 $70.3K - $76K
501 $268K
JNJ
Johnson & Johnson

Healthcare
59
+ 1.95%
$185.98 - $199.58 $11K - $11.8K
3.09K $615K
IYR
Ishares Tr

ETFs
635
+ 14.81%
$93.69 - $98.5 $59.5K - $62.5K
4.92K $467K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 4.56%
$475.68 - $513.11 $34.2K - $36.9K
1.65K $839K
CME
Cme Group Inc.

Financial Services
87
+ 4.76%
$261.53 - $285.04 $22.8K - $24.8K
1.92K $534K
AVGO
Broadcom Inc.

Technology
45
+ 2.85%
$324.63 - $385.98 $14.6K - $17.4K
1.62K $556K
TY
Tri Continental Corp

Financial Services
1.03K
+ 7.14%
$33.61 - $34.62 $34.6K - $35.7K
15.5K $526K
V
Visa Inc.

Financial Services
178
+ 8.77%
$325.75 - $352.42 $58K - $62.7K
2.21K $719K
NVS
Novartis Ag

Healthcare
146
+ 7.8%
$121.8 - $132.39 $17.8K - $19.3K
2.02K $265K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
69
+ 3.62%
$280.66 - $305.09 $19.4K - $21.1K
1.97K $556K
FLEX
Flex Ltd.

Technology
89
+ 1.28%
$56.13 - $66.1 $5K - $5.88K
7.07K $424K
KO
Coca Cola CO

Consumer Defensive
53
+ 1.52%
$66.1 - $71.61 $3.5K - $3.8K
3.55K $250K
RL
Ralph Lauren Corp

Consumer Cyclical
13
+ 1.54%
$309.29 - $340.21 $4.02K - $4.42K
856 $283K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 5.75%
$910.94 - $954.99 $16.4K - $17.2K
331 $302K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
117
+ 2.48%
$91.46 - $91.76 $10.7K - $10.7K
4.84K $443K
ABBV
Abb Vie Inc.

Healthcare
23
+ 1.47%
$211.96 - $244.38 $4.88K - $5.62K
1.59K $372K
TDG
Trans Digm Group Inc

Industrials
3
+ 1.6%
$1237.71 - $1359.3 $3.71K - $4.08K
190 $254K
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.68%
$293.81 - $310.11 $4.41K - $4.65K
2.23K $680K
RY
Royal Bank Of Canada

Financial Services
51
+ 3.41%
$143.64 - $149.05 $7.33K - $7.6K
1.55K $227K
HSBC
Hsbc Holdings PLC

Financial Services
56
+ 1.54%
$65.67 - $73.49 $3.68K - $4.12K
3.69K $262K
DUK
Duke Energy Corp

Utilities
11
+ 0.55%
$121.57 - $129.03 $1.34K - $1.42K
2K $249K
WMB
Williams Companies, Inc.

Energy
244
+ 4.77%
$56.51 - $64.48 $13.8K - $15.7K
5.35K $326K
CVX
Chevron Corp

Energy
31
+ 0.95%
$148.9 - $157.72 $4.62K - $4.89K
3.28K $508K
Reddit Inc
16
+ 1.42%
N/A
1.15K $0
AVUV
American Centy ETF Tr Avantis

ETFs
289
+ 1.96%
$95.19 - $100.66 $27.5K - $29.1K
15K $1.47M
Activity Summary
Buys All Purchases 63 New Holdings 7 Increased Positions 56 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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