Tower Wealth Partners, Inc. Portfolio Holdings

Tower Wealth Partners, Inc.

  • $191 Million
  • Q4 2024

Tower Wealth Partners, Inc. has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Victoryshares Us Multifactor M with a value of $19.4M, Spdr Portfolio with a value of $17.7M, Janus Detroit Str Tr Janus Hen with a value of $16.5M, Columbia ETF Tr I with a value of $16.2M, and Ishares Core S&P Mid Cap ETF with a value of $15.5M.

Examining the 13F form we can see an increase of $19.2M in the current position value, from $171M to 191M.

Tower Wealth Partners, Inc. is based out at Lewisburg, PA

Below you can find more details about Tower Wealth Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Million
ETFs: $162 Million
Technology: $5.98 Million
Financial Services: $4.9 Million
Consumer Cyclical: $3.57 Million
Energy: $2.96 Million
Consumer Defensive: $2.57 Million
Industrials: $2.3 Million
Healthcare: $2.15 Million
Other: $3.73 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $191 Million
  • Prior Value $171 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Tower Wealth Partners, Inc. Portfolio

Follow Tower Wealth Partners, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tower Wealth Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tower Wealth Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email