Filer Name: TOWER WEALTH PARTNERS, INC.
CIK: 1852808
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 77
Portfolio Value: $0.19B

Tower Wealth Partners, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VSMV US VICTORYSHARES US MIN VOL ETF 403,290 $19M 10.13% -0.3% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 201,779 $18M 9.28% 8.1% -
JAAA US JANUS HENDERSON AAA CLO ETF 325,355 $16M 8.63% 22.0% -
RECS US COLUMBIA RESRH ENHANCED CORE 468,042 $16M 8.48% 100.0% -
IJH US ISHARES CORE S&P MIDCAP ETF 248,053 $15M 8.09% -0.4% -
AVUV US AVANTIS US SMALL CAP VALUE 134,638 $13M 6.80% 0.7% -
IOO US ISHARES GLOBAL 100 ETF 118,521 $12M 6.25% -3.6% -
FTSL US FIRST TRUST SENIOR LOAN ETF 248,005 $11M 6.00% 6.2% -
BUFR US FT VEST LAD BUFFERVETF-USD I 347,704 $11M 5.54% -6.3% -
DIVO US AMPLIFY CWP ENHANCED DIVIDEN 244,485 $10M 5.18% -26.8% -
EDIV US SPDR S&P EMERGING MARKETS DI 155,424 $5M 2.87% 3.5% -
FBND US FIDELITY TOTAL BOND ETF 66,707 $3M 1.57% 100.0% -
VTI US VANGUARD TOTAL STOCK MKT ETF 9,040 $3M 1.37% 307.2% -
AAPL US APPLE INC 9,086 $2M 1.19% -20.7% -
SPYV US SPDR PORT S&P 500 VALUE 44,272 $2M 1.18% -2.1% -
QQQ US INVESCO QQQ TRUST SERIES 1 4,047 $2M 1.08% -4.3% -
PG US PROCTER & GAMBLE CO/THE 11,477 $2M 1.01% -2.9% -
XOM US EXXON MOBIL CORP 16,186 $2M 0.91% 0.0% -
SHY US ISHARES 1-3 YEAR TREASURY BO 18,409 $2M 0.79% 100.0% -
MSFT US MICROSOFT CORP 3,210 $1M 0.71% 3.3% -
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