Tower Wealth Partners, Inc. holdings history

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83 is the total number of securities Tower Wealth Partners, Inc. has owned. The longest Tower Wealth Partners, Inc. has owned a single stock is 12 quarters.

Tower Wealth Partners, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VSMV VICTORYSHARES US MULTI...121211.25%15.11%21.80%Q4 2020Q3 202312
FMB FIRST TRUST MANAGED MU...12121.79%3.08%4.66%Q4 2020Q3 202312
AAPL APPLE INC COM12121.36%2.01%2.46%Q4 2020Q3 202312
XOM EXXON MOBIL CORP COM12120.80%1.36%1.85%Q4 2020Q3 202312
QQQ INVESCO QQQ TRUST12120.38%1.30%2.09%Q4 2020Q3 202312
PPL PPL CORP COM12120.78%1.19%1.61%Q4 2020Q3 202312
HD HOME DEPOT INC COM12120.84%1.17%1.66%Q4 2020Q3 202312
OUNZ VANECK MERK GOLD TRUST12120.82%1.07%1.35%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON COM12120.46%0.77%1.14%Q4 2020Q3 202312
MSFT MICROSOFT CORP COM12120.55%0.77%0.92%Q4 2020Q3 202312
PG PROCTER AND GAMBLE CO COM12120.47%0.58%0.73%Q4 2020Q3 202312
UNH UNITEDHEALTH GROUP INC...12120.37%0.56%0.85%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12120.47%0.54%0.69%Q4 2020Q3 202312
CVX CHEVRON CORP NEW COM12120.37%0.52%0.68%Q4 2020Q3 202312
VTI VANGUARD TOTAL STOCK M...12120.39%0.52%0.67%Q4 2020Q3 202312
MCD MCDONALDS CORP COM12120.42%0.51%0.66%Q4 2020Q3 202312
T AT&T INC COM12120.25%0.50%0.94%Q4 2020Q3 202312
MRK MERCK & CO. INC COM12120.26%0.49%0.75%Q4 2020Q3 202312
V VISA INC COM CL A12120.37%0.47%0.60%Q4 2020Q3 202312
AMZN AMAZON COM INC COM12120.22%0.45%0.81%Q4 2020Q3 202312
WTRG ESSENTIAL UTILS INC COM12120.17%0.42%0.59%Q4 2020Q3 202312
GBF ISHARES TR12120.27%0.37%0.50%Q4 2020Q3 202312
WMK WEIS MKTS INC COM12120.26%0.34%0.50%Q4 2020Q3 202312
VZ VERIZON COMMUNICATIONS...12120.21%0.34%0.53%Q4 2020Q3 202312
TY TRI CONTL CORP COM12120.26%0.33%0.40%Q4 2020Q3 202312
GS GOLDMAN SACHS GROUP IN...12120.27%0.32%0.44%Q4 2020Q3 202312
JPM JPMORGAN CHASE & CO COM12120.26%0.31%0.39%Q4 2020Q3 202312
IYR IYR - ISHARES U.S. REA...12120.21%0.31%0.40%Q4 2020Q3 202312
SPYV SPYV - SPDR PORTFOLIO ...11110.97%1.36%2.17%Q1 2021Q3 202311
IJR ISHARES TR11110.44%0.60%0.79%Q1 2021Q3 202311
NEE NEXTERA ENERGY INC COM11110.21%0.27%0.32%Q4 2020Q2 202311
SPTS SPTS - SPDR PORTFOLIO ...10100.50%0.73%1.32%Q4 2020Q1 202310
OKE ONEOK INC NEW COM10100.24%0.26%0.31%Q2 2021Q3 202310
UPS UNITED PARCEL SERVICE ...880.24%0.46%0.72%Q4 2021Q3 20238
ADP AUTOMATIC DATA PROCESS...510.18%0.21%0.25%Q2 2021Q3 20238
TIP ISHARES TIPS BOND ETF770.23%8.33%12.11%Q1 2021Q3 20227
FNB F N B CORP COM610.10%0.20%0.24%Q4 2020Q4 20227
MTUM ISHARES MSCI USA MOMEN...6611.34%12.06%12.73%Q4 2020Q1 20226
IJH ISHARES TR6610.42%11.34%14.22%Q2 2022Q3 20236
MGK VANGUARD WORLD FD668.13%9.76%13.61%Q2 2022Q3 20236
VB VANGUARD SMALL-CAP IND...666.58%9.43%10.72%Q1 2021Q2 20226
FIXD FIRST TRUST TCW OPPORT...666.13%6.98%8.09%Q4 2020Q1 20226
IOO ISHARES TR661.10%6.84%8.77%Q2 2022Q3 20236
BND VANGUARD TOTAL BOND MA...662.00%2.65%5.03%Q4 2020Q1 20226
IVV ISHARES CORE S&P 500 ETF661.24%2.07%5.92%Q4 2020Q1 20226
AGZD WISDOMTREE TR661.33%1.61%2.54%Q2 2022Q3 20236
VXF VANGUARD EXTENDED MARK...5510.19%13.01%13.98%Q1 2021Q1 20225
DIVO AMPLIFY ETF TR558.80%10.30%11.93%Q3 2022Q3 20235
AVUV AVANTIS U.S. SMALL CAP...557.38%7.92%8.37%Q3 2022Q3 20235
JAAA Janus Henderson AAA CL...556.73%7.13%7.59%Q3 2022Q3 20235
STIP ISHARES TR552.46%2.64%2.89%Q3 2022Q3 20235
REGL PROSHARES TR550.55%0.59%0.65%Q3 2022Q3 20235
HON HONEYWELL INTL INC COM550.25%0.33%0.42%Q4 2020Q4 20215
NKE NIKE INC CL B550.25%0.33%0.37%Q4 2020Q4 20215
CRM SALESFORCE COM INC COM550.21%0.32%0.39%Q4 2020Q4 20215
APD AIR PRODS & CHEMS INC COM550.22%0.26%0.30%Q4 2020Q4 20215
LMT LOCKHEED MARTIN CORP COM320.17%0.21%0.26%Q1 2021Q1 20235
BUFR First Trust Cboe Vest ...446.23%6.47%6.65%Q4 2022Q3 20234
IEF ISHARES TR220.42%3.74%13.62%Q4 2020Q3 20234
GIS GENERAL MLS INC COM440.18%0.25%0.29%Q3 2022Q2 20234
CSCO CISCO SYS INC COM440.22%0.25%0.29%Q4 2021Q3 20224
BIL SPDR SER TR330.27%0.34%0.45%Q1 2023Q3 20233
MMM 3M CO COM330.24%0.27%0.31%Q1 2021Q3 20213
USMV ISHARES MSCI USA MIN V...220.64%6.72%12.80%Q4 2020Q1 20212
SMMV iShares Edge MSCI Min ...220.52%4.72%8.92%Q4 2020Q1 20212
DBEM DBX ETF TR223.48%3.50%3.52%Q2 2023Q3 20232
DVN DEVON ENERGY CORP NEW COM220.33%0.37%0.40%Q3 2022Q4 20222
MDT MEDTRONIC PLC SHS220.24%0.25%0.25%Q2 2021Q3 20212
CAT CATERPILLAR INC COM110.20%0.24%0.28%Q4 2020Q4 20212
DOW DOW INC COM110.22%0.22%0.22%Q2 2021Q1 20222
MPC MARATHON PETE CORP COM110.18%0.21%0.25%Q1 2022Q1 20232
DE DEERE & CO COM110.18%0.21%0.25%Q1 2022Q4 20222
SHY ISHARES 1-3 YEAR TREAS...220.19%0.21%0.23%Q3 2022Q4 20222
WMT WALMART INC220.18%0.20%0.22%Q2 2023Q3 20232
JPST JPMORGAN ULTRA-SHORT I...110.40%0.40%0.40%Q3 2021Q3 20211
ICE INTERCONTINENTAL EXCHA...110.37%0.37%0.37%Q1 2022Q1 20221
DUK DUKE ENERGY CORP NEW C...110.28%0.28%0.28%Q2 2022Q2 20221
UNP UNION PAC CORP COM110.27%0.27%0.27%Q4 2020Q4 20201
NEM NEWMONT CORP COM110.22%0.22%0.22%Q3 2021Q3 20211
SLB SCHLUMBERGER LTD110.21%0.21%0.21%Q3 2023Q3 20231
NUE NUCOR CORP110.20%0.20%0.20%Q1 2023Q1 20231
AMGN AMGEN INC COM110.19%0.19%0.19%Q4 2022Q4 20221
KO COCA COLA CO110.17%0.17%0.17%Q3 2023Q3 20231
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The securities at the top of the list , including VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF, FIRST TRUST MANAGED MUNICIPAL ETF, and APPLE INC COM, are the highest-conviction holdings of Tower Wealth Partners, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Tower Wealth Partners, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Tower Wealth Partners, Inc. owns currently or has owned in the past.