$94.8 Million is the total value of Tower Wealth Partners, Inc.'s 49 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUNDetf | $532,000 | -0.4% | 2,398 | 0.0% | 0.56% | -4.4% | |
| BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $491,000 | -1.8% | 1,800 | 0.0% | 0.52% | -5.8% | |
| WTRG | ESSENTIAL UTILS INC COMstock | $449,000 | +0.9% | 9,737 | 0.0% | 0.47% | -3.3% | |
| WMK | WEIS MKTS INC COMstock | $263,000 | +1.9% | 5,003 | 0.0% | 0.28% | -2.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF | 12 | Q3 2023 | 21.8% |
| FIRST TRUST MANAGED MUNICIPAL ETF | 12 | Q3 2023 | 4.7% |
| APPLE INC COM | 12 | Q3 2023 | 2.5% |
| EXXON MOBIL CORP COM | 12 | Q3 2023 | 1.8% |
| INVESCO QQQ TRUST | 12 | Q3 2023 | 2.1% |
| PPL CORP COM | 12 | Q3 2023 | 1.6% |
| HOME DEPOT INC COM | 12 | Q3 2023 | 1.7% |
| VANECK MERK GOLD TRUST | 12 | Q3 2023 | 1.3% |
| JOHNSON & JOHNSON COM | 12 | Q3 2023 | 1.1% |
| MICROSOFT CORP COM | 12 | Q3 2023 | 0.9% |
View Tower Wealth Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-11 |
View Tower Wealth Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.