Tower Wealth Partners, Inc. Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$187.1B
Holdings
76
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (76 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VSMVVICTORY PORTFOLIOS II | 404,425 | $19.6B | 10.47% | |
| 2 | JAAAJANUS DETROIT STR TR | 322,948 | $16.4B | 8.75% | |
| 3 | SPYGSPDR SER TR | 199,503 | $16.0B | 8.57% | |
| 4 | RECSCOLUMBIA ETF TR I | 474,119 | $15.7B | 8.42% | |
| 5 | IJHISHARES TR | 249,159 | $14.5B | 7.77% | |
| 6 | AVUVAMERICAN CENTY ETF TR | 135,647 | $11.8B | 6.32% | |
| 7 | IOOISHARES TR | 118,510 | $11.4B | 6.10% | |
| 8 | FTSLFIRST TR EXCHANGE-TRADED FD | 247,918 | $11.3B | 6.05% | |
| 9 | BUFRFIRST TR EXCHNG TRADED FD VI | 346,802 | $10.3B | 5.50% | |
| 10 | DIVOAMPLIFY ETF TR | 243,627 | $9.9B | 5.31% | |
| 11 | EDIVSPDR INDEX SHS FDS | 156,018 | $5.6B | 2.98% | |
| 12 | FBNDFIDELITY MERRIMACK STR TR | 67,559 | $3.1B | 1.65% | |
| 13 | VTIVANGUARD INDEX FDS | 8,955 | $2.5B | 1.32% | |
| 14 | SPYVSPDR SER TR | 44,623 | $2.3B | 1.22% | |
| 15 | AAPLAPPLE INC | 10,081 | $2.2B | 1.20% | |
| 16 | XOMEXXON MOBIL CORP | 16,416 | $2.0B | 1.04% | |
| 17 | PGPROCTER AND GAMBLE CO | 11,271 | $1.9B | 1.03% | |
| 18 | NDQINVESCO QQQ TR | 3,997 | $1.9B | 1.00% | |
| 19 | SHYISHARES TR | 18,778 | $1.6B | 0.83% | |
| 20 | OUNZVANECK MERK GOLD ETF | 50,845 | $1.5B | 0.82% | |
| 21 | PPLPPL CORP | 36,187 | $1.3B | 0.70% | |
| 22 | HDHOME DEPOT INC | 3,475 | $1.3B | 0.68% | |
| 23 | MSFTMICROSOFT CORP | 3,012 | $1.1B | 0.60% | |
| 24 | REGLPROSHARES TR | 13,171 | $1.1B | 0.57% | |
| 25 | AMZNAMAZON COM INC | 5,221 | $993.3M | 0.53% | |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,528 | $813.8M | 0.44% | |
| 27 | VVISA INC | 2,023 | $709.0M | 0.38% | |
| 28 | IBMINTERNATIONAL BUSINESS MACHS | 2,503 | $622.4M | 0.33% | |
| 29 | AXPAMERICAN EXPRESS CO | 2,222 | $597.8M | 0.32% | |
| 30 | TAT&T INC | 20,659 | $584.2M | 0.31% | |
| 31 | MCDMCDONALDS CORP | 1,846 | $576.6M | 0.31% | |
| 32 | GSGOLDMAN SACHS GROUP INC | 998 | $545.2M | 0.29% | |
| 33 | BILSPDR SER TR | 5,897 | $540.9M | 0.29% | |
| 34 | OKEONEOK INC NEW | 5,428 | $538.5M | 0.29% | |
| 35 | CVXCHEVRON CORP NEW | 3,164 | $529.3M | 0.28% | |
| 36 | GOOGLALPHABET INC | 3,336 | $515.9M | 0.28% | |
| 37 | UNHUNITEDHEALTH GROUP INC | 966 | $505.9M | 0.27% | |
| 38 | JPMJPMORGAN CHASE & CO. | 2,034 | $498.9M | 0.27% | |
| 39 | JNJJOHNSON & JOHNSON | 2,870 | $476.0M | 0.25% | |
| 40 | EVSMMORGAN STANLEY ETF TRUST | 9,401 | $468.5M | 0.25% | |
| 41 | COSTCOSTCO WHSL CORP NEW | 495 | $468.2M | 0.25% | |
| 42 | BACVERIZON COMMUNICATIONS INC | 9,846 | $446.6M | 0.24% | |
| 43 | RSGREPUBLIC SVCS INC | 1,820 | $440.7M | 0.24% | |
| 44 | CMECME GROUP INC | 1,656 | $439.3M | 0.23% | |
| 45 | METAMETA PLATFORMS INC | 757 | $436.3M | 0.23% | |
| 46 | TYTRI CONTL CORP | 13,852 | $424.9M | 0.23% | |
| 47 | MRKMERCK & CO INC | 4,682 | $420.2M | 0.22% | |
| 48 | TJXTJX COS INC NEW | 3,400 | $414.1M | 0.22% | |
| 49 | CRMSALESFORCE INC | 1,470 | $394.5M | 0.21% | |
| 50 | CATCATERPILLAR INC | 1,119 | $369.0M | 0.20% | |
| 51 | IYRISHARES TR | 3,806 | $364.4M | 0.19% | |
| 52 | HONHONEYWELL INTL INC | 1,568 | $332.0M | 0.18% | |
| 53 | AVGOBROADCOM INC | 1,861 | $311.6M | 0.17% | |
| 54 | ABBVABBVIE INC | 1,486 | $311.3M | 0.17% | |
| 55 | AMGNAMGEN INC | 998 | $310.9M | 0.17% | |
| 56 | RTXRTX CORPORATION | 2,338 | $309.7M | 0.17% | |
| 57 | WMBWILLIAMS COS INC | 5,083 | $303.8M | 0.16% | |
| 58 | BROBROWN & BROWN INC | 2,356 | $293.1M | 0.16% | |
| 59 | WMKWEIS MKTS INC | 3,769 | $290.4M | 0.16% | |
| 60 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,712 | $284.2M | 0.15% | |
| 61 | APOAPOLLO GLOBAL MGMT INC | 1,992 | $272.8M | 0.15% | |
| 62 | MSIMOTOROLA SOLUTIONS INC | 596 | $260.9M | 0.14% | |
| 63 | ADPAUTOMATIC DATA PROCESSING IN | 854 | $260.9M | 0.14% | |
| 64 | APHAMPHENOL CORP NEW | 3,969 | $260.3M | 0.14% | |
| 65 | CRWDCROWDSTRIKE HLDGS INC | 735 | $259.1M | 0.14% | |
| 66 | WTRGESSENTIAL UTILS INC | 6,457 | $255.2M | 0.14% | |
| 67 | WSOWATSCO INC | 492 | $250.1M | 0.13% | |
| 68 | IVVISHARES TR | 438 | $246.1M | 0.13% | |
| 69 | WECWEC ENERGY GROUP INC | 2,258 | $246.1M | 0.13% | |
| 70 | T7DTRANSDIGM GROUP INC | 171 | $236.5M | 0.13% | |
| 71 | NVDANVIDIA CORPORATION | 2,127 | $230.5M | 0.12% | |
| 72 | IEFISHARES TR | 2,401 | $229.0M | 0.12% | |
| 73 | DUKDUKE ENERGY CORP NEW | 1,846 | $225.2M | 0.12% | |
| 74 | APDAIR PRODS & CHEMS INC | 738 | $217.7M | 0.12% | |
| 75 | FLEXFLEX LTD | 6,445 | $213.2M | 0.11% | |
| 76 | KMIKINDER MORGAN INC DEL | 7,360 | $210.0M | 0.11% |