Tower Wealth Partners, Inc.

CIK Number: 0001852808

187.06M
Market Value
77
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 VSMV VictoryShares U...
48.91
+0.57% 403.29K -0.33% 19.37M 35.94 10.13%
2 SPYG SPDR Portfolio ...
94.26
+0.96% 201.78K +8.12% 17.74M 67.18 9.28%
3 JAAA Janus Henderson...
50.72
+0.12% 325.36K +21.95% 16.5M 49.83 8.63%
4 RECS Columbia Resear...
36.45
+0.93% 468.04K +100.00% 16.2M 34.62 8.48%
5 IJH iShares Core S&...
61.88
+1.38% 248.05K -0.4% 15.46M 45.42 8.09%
6 AVUV Avantis U.S. Sm...
90.91
+1.61% 134.64K +0.74% 13M 68.34 6.80%
7 IOO iShares Global ...
106.68
+0.82% 118.52K -3.63% 11.94M 70.22 6.25%
8 FTSL First Trust Sen...
45.85
-0.47% 248K +6.17% 11.47M 46.04 6.00%
9 BUFR First Trust Cbo...
31.64
+0.52% 347.7K -6.29% 10.59M 22.8 5.54%
10 DIVO Amplify CWP Enh...
42.23
+0.73% 244.49K -26.84% 9.9M 32.53 5.18%
11 EDIV SPDR S&P Emergi...
38.34
+0.99% 155.42K +3.53% 5.48M 35.42 2.87%
12 FBND Fidelity Total ...
45.88
+0.34% 66.71K +100.00% 2.99M 44.87 1.57%
13 VTI Vanguard Total ...
302.04
+0.90% 9.04K +307.21% 2.62M 266.44 1.37%
14 AAPL Apple Inc.
201.21
-0.18% 9.09K -20.69% 2.28M 145.64 1.19%
15 SPYV SPDR Portfolio ...
51.93
+0.56% 44.27K -2.07% 2.26M 41.48 1.18%
16 QQQ Invesco QQQ Tru...
546.29
+0.95% 4.05K -4.26% 2.07M 323.05 1.08%
17 PG The Procter & G...
158.66
-0.19% 11.48K -2.88% 1.92M 152.93 1.01%
18 XOM Exxon Mobil Cor...
110.07
+1.57% 16.19K -0.01% 1.74M 42.32 0.91%
19 SHY iShares 1-3 Yea...
82.83
+0.11% 18.41K +100.00% 1.51M 81.98 0.79%
20 MSFT Microsoft Corpo...
497.50
+1.06% 3.21K +3.28% 1.35M 267 0.71%
21 HD The Home Depot,...
363.71
+0.51% 3.46K -0.83% 1.34M 289.14 0.70%
22 OUNZ VanEck Merk Gol...
32.09
-0.08% 50.79K +0.22% 1.28M 18.52 0.67%
23 PPL PPL Corporation
33.62
+0.36% 37.38K -2.52% 1.21M 28.26 0.63%
24 AMZN Amazon.com, Inc...
217.26
+2.49% 4.91K +5.43% 1.08M 166.76 0.56%
25 REGL ProShares S&P M...
81.69
+1.36% 13.05K +1.07% 1.05M 71.57 0.55%
26 V Visa Inc.
346.26
+0.29% 2.49K +1.80% 785.67K 225.87 0.41%
27 BRK-B Berkshire Hatha...
485.71
-0.1% 1.53K 0.00% 692.61K 232.72 0.36%
28 GS The Goldman Sac...
687.95
+2.70% 1.01K -1.08% 579.49K 286.1 0.30%
29 MRK Merck & Co., In...
78.92
-0.94% 5.62K -10.91% 558.75K 96.56 0.29%
30 AXP American Expres...
311.66
+0.99% 1.88K +21.87% 557.37K 275.79 0.29%
31 UNH UnitedHealth Gr...
302.52
+0.17% 1.1K +5.98% 555.94K 377.88 0.29%
32 OKE ONEOK, Inc.
81.22
+1.28% 5.24K +0.58% 526.16K 57.9 0.28%
33 IBM International B...
292.32
+0.43% 2.38K +1.93% 522.32K 176.51 0.27%
34 HON Honeywell Inter...
226.44
+2.10% 2.23K +28.76% 504.64K 213.84 0.26%
35 BIL SPDR Bloomberg ...
91.69
+0.02% 5.49K +43.18% 501.77K 91.63 0.26%
36 JPM JPMorgan Chase ...
288.83
+1.68% 2.08K -2.39% 498.6K 139.81 0.26%
37 EVSM Eaton Vance Sho...
50.02
-0.03% 9.4K +6.95% 468.73K 49.65 0.25%
38 MCD McDonald's Corp...
285.78
+0.08% 1.54K -8.1% 447.01K 223.2 0.23%
39 CVX Chevron Corpora...
144.42
+0.83% 3.07K +0.59% 444.66K 97.23 0.23%
40 TY Tri-Continental...
31.22
+0.06% 13.73K +7.01% 435.13K 29.79 0.23%
41 CME CME Group Inc.
272.92
-0.04% 1.86K +67.93% 431.72K 219.35 0.23%
42 T AT&T Inc.
28.04
+0.41% 18.92K 0.00% 430.72K 21.59 0.23%
43 VZ Verizon Communi...
42.13
+0.01% 10.48K +2.57% 419.21K 48.15 0.22%
44 JNJ Johnson & Johns...
152.17
-0.07% 2.87K -0.59% 414.34K 160.24 0.22%
45 CAT Caterpillar Inc...
382.01
+2.81% 1.12K +2.01% 405.93K 307.13 0.21%
46 TJX The TJX Compani...
122.30
-0.15% 3.33K +55.59% 401.69K 114.23 0.21%
47 COST Costco Wholesal...
983.03
-0.36% 423 +6.28% 387.58K 851.77 0.20%
48 AMGN Amgen Inc.
279.05
-0.47% 1.42K +4.66% 369.07K 294.99 0.19%
49 PWR Quanta Services...
380.08
+1.61% 1.17K +3.83% 368.2K 225.53 0.19%
50 AVGO Broadcom Inc.
270.21
+2.10% 1.54K -13.15% 358.19K 114.33 0.19%
51 IYR iShares U.S. Re...
93.99
-0.09% 3.75K -4.48% 348.98K 86.45 0.18%
52 RSG Republic Servic...
244.91
+0.42% 1.7K +3.29% 341.4K 172.46 0.18%
53 META Meta Platforms,...
726.45
+2.51% 539 +100.00% 315.59K 585.51 0.17%
54 GOOGL Alphabet Inc.
173.50
+1.65% 1.61K +29.81% 304.2K 184.44 0.16%
55 DECK Deckers Outdoor...
101.93
+0.88% 1.47K +2.95% 297.73K 159.13 0.16%
56 TSM Taiwan Semicond...
224.01
+0.57% 1.47K +16.48% 290.31K 177.04 0.15%
57 CRM Salesforce, Inc...
270.60
+1.06% 867 -1.48% 289.86K 263.79 0.15%
58 APO Apollo Global M...
139.49
+1.27% 1.74K +4.43% 287.87K 126.62 0.15%
59 WMK Weis Markets, I...
71.88
-2.28% 3.77K 0.00% 255.24K 47.81 0.13%
60 ABBV AbbVie Inc.
186.97
+0.85% 1.41K -0.91% 251.09K 179.47 0.13%
61 WMB The Williams Co...
62.84
+3.53% 4.59K +4.34% 248.47K 46 0.13%
62 ADP Automatic Data ...
303.09
+1.64% 836 -20.68% 244.72K 229.08 0.13%
63 MSI Motorola Soluti...
415.87
-0.75% 519 +2.77% 239.9K 449.97 0.13%
64 WTRG Essential Utili...
36.95
-0.36% 6.43K -5.86% 233.5K 46.33 0.12%
65 WSO Watsco, Inc.
433.54
+2.35% 482 0.00% 228.41K 428.47 0.12%
66 NVDA NVIDIA Corporat...
155.10
+0.51% 1.66K +100.00% 223.06K 134.29 0.12%
67 MA Mastercard Inco...
546.24
-0.63% 415 +100.00% 218.53K 526.57 0.11%
68 ARES Ares Management...
171.32
+1.49% 1.23K +100.00% 217.57K 177.03 0.11%
69 IEF iShares 7-10 Ye...
95.64
+0.35% 2.34K -53.13% 216.52K 96.52 0.11%
70 APH Amphenol Corpor...
97.03
+0.01% 3.11K +100.00% 215.71K 69.45 0.11%
71 FLEX Flex Ltd.
50.13
+2.26% 5.54K +100.00% 212.72K 38.39 0.11%
72 IRM Iron Mountain I...
101.05
-1.59% 1.99K +4.36% 208.85K 118.26 0.11%
73 RTX RTX Corporation
142.71
+0.94% 1.77K +100.00% 205.06K 115.72 0.11%
74 FCX Freeport-McMoRa...
44.51
+6.96% 5.37K +3.67% 204.3K 48.2 0.11%
75 WEC WEC Energy Grou...
103.39
+0.51% 2.14K +1.37% 201.15K 96.15 0.11%
76 BRO Brown & Brown, ...
109.37
+0.91% 1.97K +100.00% 200.67K 102.02 0.10%
77 APD Air Products an...
283.10
+0.39% 691 -22.53% 200.42K 297.74 0.10%