Tower Wealth Partners
LEWISBURG, PAfiles as Tower Wealth Partners, Inc.
$203m in 101 US stocks at the end of 30 June 2026. The top 10 are 69.8% of the money. It changed about 5.6% of the portfolio this quarter.
Value
$203m
Stocks
101
Top 10 share
69.8%
Turnover
5.6%
What changed this quarter
New
Bought for the first time this quarter.
- Micron TechnologyMU0.3% of the fund
- Ishares TRSGOV0.2% of the fund
- Ishares TRIVV0.1% of the fund
- WoodwardWWD0.1% of the fund
- Monolithic Power SystemsMPWR0.1% of the fund
- WatscoWSO0.1% of the fund
- First TR Exchange-Traded FDFAI0.1% of the fund
- CognexCGNX0.1% of the fund
- DatadogDDOG0.1% of the fund
- Southwest AirlinesLUV0.1% of the fund
- Interactive Brokers GroupIBKR0.1% of the fund
- Quest DiagnosticsDGX0.1% of the fund
- Norfolk SouthernNSC0.1% of the fund
- CrowdStrike HoldingsCRWD0.1% of the fund
- AstrazenecaAZN0.1% of the fund
- Ross StoresROST<0.1% of the fund
- Snap-onSNA<0.1% of the fund
- State STR Spdr S&P 500 ETF TSPY<0.1% of the fund
Added
Bought more of a stock they already held.
- Putnam ETF TrustPVAL4.7% of the fund+7%
- Spdr Index SHS FDSEDIV3.5% of the fund+2%
- Fidelity Merrimack STR TRFBND2.0% of the fund+12%
- Vanguard Index FDSVTI2.0% of the fund+10%
- Invesco QQQ TRQQQ1.6% of the fund+8%
- ExxonMobil HoldingsXOM1.0% of the fund+2%
- Vaneck Merk Gold ETFOUNZ1.0% of the fund+9%
- American Centy ETF TRAVUV1.0% of the fund+9%
- Ishares TRSHY0.9% of the fund+4%
- Proshares TRREGL0.9% of the fund+14%
- Invesco Exch Traded FD TR IIIDMO0.8% of the fund+12%
- Taiwan Semiconductor ManufacturingTSM0.5% of the fund+6%
- CorningGLW0.5% of the fund+9%
- AmphenolAPH0.4% of the fund+3%
- NvidiaNVDA0.4% of the fund+51%
- ChevronCVX0.3% of the fund+7%
- BroadcomAVGO0.3% of the fund+6%
- MerckMRK0.3% of the fund+4%
- JPMorgan ChaseJPM0.3% of the fund+2%
- CME GroupCME0.3% of the fund+30%
- Ishares TRIYR0.3% of the fund+10%
- Tri-ContinentalTY0.3% of the fund+2%
- Bondbloxx ETF TrustXSVN0.3% of the fund+12%
- Sterling InfrastructureSTRL0.3% of the fund+3%
- OneokOKE0.3% of the fund+2%
Cut
Sold some of their stake.
- AppleAAPL1.6% of the fund-3%
- Home DepotHD0.6% of the fund-7%
- FlexFLEX0.4% of the fund-23%
- Amazon.comAMZN0.4% of the fund-3%
- Berkshire HathawayBRK-B0.4% of the fund-4%
- Goldman Sachs GroupGS0.4% of the fund-5%
- Johnson & JohnsonJNJ0.4% of the fund-7%
- International Business MachinesIBM0.3% of the fund-7%
- VisaV0.3% of the fund-15%
- American ExpressAXP0.2% of the fund-17%
- RTXRTX0.2% of the fund-30%
- Texas InstrumentsTXN0.1% of the fund-20%
- MastercardMA0.1% of the fund-4%
- NextEra EnergyNEE0.1% of the fund-3%
Sold out
Sold their entire stake.
- MedtronicMDT-100%
- Eli LillyLLY-100%
- Palantir TechnologiesPLTR-100%
- AlcoaAA-100%
Holdings
- Spdr Series TrustSPYG
- Share
- 11.6%
- Value
- $24m
- Shares
- 197,946
Held
- Columbia ETF TR IRECS
- Share
- 10.9%
- Value
- $22m
- Shares
- 511,314
Held
- Victory Portfolios IIVSMV
- Share
- 9.4%
- Value
- $19m
- Shares
- 317,448
Held
- Janus Detroit STR TRJAAA
- Share
- 8.4%
- Value
- $17m
- Shares
- 338,662
Held
- Ishares TRIJH
- Share
- 7.2%
- Value
- $15m
- Shares
- 189,098
Held
- First TR Exchng Traded FD VIBUFR
- Share
- 6.4%
- Value
- $13m
- Shares
- 355,689
Held
- Amplify ETF TRDIVO
- Share
- 5.6%
- Value
- $11m
- Shares
- 248,573
Held
- Putnam ETF TrustPVAL
- Share
- 4.7%
- Value
- $10m
- Shares
- 187,813
+7%
- Spdr Index SHS FDSEDIV
- Share
- 3.5%
- Value
- $7m
- Shares
- 172,907
+2%
- Fidelity Merrimack STR TRFBND
- Share
- 2.0%
- Value
- $4m
- Shares
- 90,323
+12%
- Vanguard Index FDSVTI
- Share
- 2.0%
- Value
- $4m
- Shares
- 10,804
+10%
- Invesco QQQ TRQQQ
- Share
- 1.6%
- Value
- $3m
- Shares
- 4,528
+8%
- Vaneck Merk Gold ETFOUNZ
- Share
- 1.0%
- Value
- $2m
- Shares
- 52,903
+9%
- American Centy ETF TRAVUV
- Share
- 1.0%
- Value
- $2m
- Shares
- 16,292
+9%
- Ishares TRSHY
- Share
- 0.9%
- Value
- $2m
- Shares
- 22,732
+4%
- Proshares TRREGL
- Share
- 0.9%
- Value
- $2m
- Shares
- 19,004
+14%
- Invesco Exch Traded FD TR IIIDMO
- Share
- 0.8%
- Value
- $2m
- Shares
- 27,018
+12%
- Ishares TRIYR
- Share
- 0.3%
- Value
- $559,410
- Shares
- 5,471
+10%
- Tri-ContinentalTY
- Share
- 0.3%
- Value
- $549,782
- Shares
- 15,973
+2%
- Bondbloxx ETF TrustXSVN
- Share
- 0.3%
- Value
- $519,592
- Shares
- 10,992
+12%
- Vaneck ETF TrustNLR
- Share
- 0.2%
- Value
- $495,467
- Shares
- 4,272
+19%
- Spdr Series TrustBIL
- Share
- 0.2%
- Value
- $396,160
- Shares
- 4,323
+27%
- Ishares TRSGOV
- Share
- 0.2%
- Value
- $343,989
- Shares
- 3,417
New
- Royal Bank of CanadaRY
- Share
- 0.2%
- Value
- $328,668
- Shares
- 1,588
+3%
- Ishares TRIVV
- Share
- 0.1%
- Value
- $269,600
- Shares
- 360
New
- First TR Exchange-Traded FDFAI
- Share
- 0.1%
- Value
- $231,798
- Shares
- 4,261
New
- Agnico Eagle MinesAEM
- Share
- 0.1%
- Value
- $205,082
- Shares
- 1,322
+7%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYG | 11.6% | $24m | 197,946 | Held |
| Columbia ETF TR IRECS | 10.9% | $22m | 511,314 | Held |
| Victory Portfolios IIVSMV | 9.4% | $19m | 317,448 | Held |
| Janus Detroit STR TRJAAA | 8.4% | $17m | 338,662 | Held |
| Ishares TRIJH | 7.2% | $15m | 189,098 | Held |
| First TR Exchng Traded FD VIBUFR | 6.4% | $13m | 355,689 | Held |
| Amplify ETF TRDIVO | 5.6% | $11m | 248,573 | Held |
| Putnam ETF TrustPVAL | 4.7% | $10m | 187,813 | +7% |
| Spdr Index SHS FDSEDIV | 3.5% | $7m | 172,907 | +2% |
| Fidelity Merrimack STR TRFBND | 2.0% | $4m | 90,323 | +12% |
| Vanguard Index FDSVTI | 2.0% | $4m | 10,804 | +10% |
| Invesco QQQ TRQQQ | 1.6% | $3m | 4,528 | +8% |
| AppleAAPL | 1.6% | $3m | 11,115 | -3% |
| ExxonMobil HoldingsXOM | 1.0% | $2m | 14,988 | +2% |
| Vaneck Merk Gold ETFOUNZ | 1.0% | $2m | 52,903 | +9% |
| American Centy ETF TRAVUV | 1.0% | $2m | 16,292 | +9% |
| Ishares TRSHY | 0.9% | $2m | 22,732 | +4% |
| Proshares TRREGL | 0.9% | $2m | 19,004 | +14% |
| Invesco Exch Traded FD TR IIIDMO | 0.8% | $2m | 27,018 | +12% |
| MicrosoftMSFT | 0.7% | $1m | 3,751 | Held |
| Procter & GamblePG | 0.6% | $1m | 8,963 | Held |
| AlphabetGOOGL | 0.6% | $1m | 3,550 | Held |
| PPLPPL | 0.6% | $1m | 34,783 | Held |
| Home DepotHD | 0.6% | $1m | 3,426 | -7% |
| Taiwan Semiconductor ManufacturingTSM | 0.5% | $1m | 2,275 | +6% |
| CorningGLW | 0.5% | $1m | 4,206 | +9% |
| FlexFLEX | 0.4% | $891,061 | 5,498 | -23% |
| Amazon.comAMZN | 0.4% | $871,133 | 3,655 | -3% |
| AmphenolAPH | 0.4% | $836,815 | 4,746 | +3% |
| Berkshire HathawayBRK-B | 0.4% | $789,615 | 1,578 | -4% |
| Goldman Sachs GroupGS | 0.4% | $742,346 | 734 | -5% |
| NvidiaNVDA | 0.4% | $725,526 | 3,626 | +51% |
| Johnson & JohnsonJNJ | 0.4% | $715,687 | 2,818 | -7% |
| CaterpillarCAT | 0.3% | $699,639 | 657 | Held |
| ChevronCVX | 0.3% | $689,893 | 4,162 | +7% |
| BroadcomAVGO | 0.3% | $661,440 | 1,751 | +6% |
| McDonald'sMCD | 0.3% | $626,579 | 2,318 | Held |
| MerckMRK | 0.3% | $601,730 | 4,683 | +4% |
| JPMorgan ChaseJPM | 0.3% | $595,086 | 1,818 | +2% |
| International Business MachinesIBM | 0.3% | $582,105 | 2,070 | -7% |
| VisaV | 0.3% | $578,450 | 1,686 | -15% |
| CME GroupCME | 0.3% | $576,808 | 2,612 | +30% |
| Ishares TRIYR | 0.3% | $559,410 | 5,471 | +10% |
| Tri-ContinentalTY | 0.3% | $549,782 | 15,973 | +2% |
| Micron TechnologyMU | 0.3% | $534,436 | 463 | New |
| TJX CompaniesTJX | 0.3% | $521,463 | 3,442 | Held |
| Bondbloxx ETF TrustXSVN | 0.3% | $519,592 | 10,992 | +12% |
| Sterling InfrastructureSTRL | 0.3% | $509,492 | 607 | +3% |
| OneokOKE | 0.3% | $508,507 | 5,849 | +2% |
| Vaneck ETF TrustNLR | 0.2% | $495,467 | 4,272 | +19% |
| AT&TT | 0.2% | $494,820 | 23,904 | Held |
| AmgenAMGN | 0.2% | $482,706 | 1,333 | +6% |
| American ExpressAXP | 0.2% | $454,608 | 1,344 | -17% |
| AbbVieABBV | 0.2% | $445,403 | 1,770 | +11% |
| Williams CompaniesWMB | 0.2% | $427,604 | 5,752 | Held |
| ASML Holding NVASML | 0.2% | $401,867 | 202 | +3% |
| Spdr Series TrustBIL | 0.2% | $396,160 | 4,323 | +27% |
| RTXRTX | 0.2% | $386,290 | 2,036 | -30% |
| Republic ServicesRSG | 0.2% | $382,905 | 1,797 | +3% |
| WalmartWMT | 0.2% | $382,186 | 3,374 | +4% |
| Verizon CommunicationsVZ | 0.2% | $373,778 | 8,828 | +5% |
| HSBC HoldingsHSBC | 0.2% | $358,965 | 3,775 | +2% |
| Ralph LaurenRL | 0.2% | $348,825 | 869 | Held |
| Coca-ColaKO | 0.2% | $348,730 | 4,291 | +18% |
| Ishares TRSGOV | 0.2% | $343,989 | 3,417 | New |
| PNC Financial Services GroupPNC | 0.2% | $343,723 | 1,396 | +3% |
| Novartis AGNVS | 0.2% | $343,530 | 2,192 | Held |
| TechnipFMCFTI | 0.2% | $341,114 | 5,145 | +19% |
| EMCOR GroupEME | 0.2% | $337,761 | 407 | +2% |
| Cardinal HealthCAH | 0.2% | $337,573 | 1,421 | +2% |
| Royal Bank of CanadaRY | 0.2% | $328,668 | 1,588 | +3% |
| Costco WholesaleCOST | 0.2% | $319,931 | 342 | +3% |
| State StreetSTT | 0.1% | $300,531 | 1,772 | +8% |
| WEC Energy GroupWEC | 0.1% | $291,341 | 2,495 | Held |
| Duke EnergyDUK | 0.1% | $286,107 | 2,260 | +18% |
| TotalEnergies SETTE | 0.1% | $271,927 | 3,497 | +11% |
| US Foods HoldingUSFD | 0.1% | $270,758 | 2,648 | +2% |
| Ishares TRIVV | 0.1% | $269,600 | 360 | New |
| WoodwardWWD | 0.1% | $262,496 | 617 | New |
| Monolithic Power SystemsMPWR | 0.1% | $255,737 | 185 | New |
| Texas InstrumentsTXN | 0.1% | $250,379 | 840 | -20% |
| Royal Caribbean CruisesRCL | 0.1% | $247,356 | 779 | +7% |
| FedExFDX | 0.1% | $239,544 | 765 | +25% |
| MastercardMA | 0.1% | $235,229 | 458 | -4% |
| WatscoWSO | 0.1% | $232,952 | 559 | New |
| First TR Exchange-Traded FDFAI | 0.1% | $231,798 | 4,261 | New |
| NextEra EnergyNEE | 0.1% | $228,816 | 2,607 | -3% |
| CognexCGNX | 0.1% | $227,978 | 3,148 | New |
| DatadogDDOG | 0.1% | $226,513 | 870 | New |
| Southwest AirlinesLUV | 0.1% | $220,180 | 4,282 | New |
| Interactive Brokers GroupIBKR | 0.1% | $213,944 | 2,458 | New |
| Quest DiagnosticsDGX | 0.1% | $213,222 | 1,006 | New |
| Norfolk SouthernNSC | 0.1% | $207,629 | 660 | New |
| Air Products & ChemicalsAPD | 0.1% | $206,692 | 705 | Held |
| Agnico Eagle MinesAEM | 0.1% | $205,082 | 1,322 | +7% |
| CrowdStrike HoldingsCRWD | 0.1% | $204,522 | 268 | New |
| AstrazenecaAZN | 0.1% | $204,031 | 1,076 | New |
| Essential UtilitiesWTRG | 0.1% | $203,848 | 5,321 | Held |
| Ross StoresROST | <0.1% | $201,995 | 949 | New |
| Snap-onSNA | <0.1% | $201,602 | 501 | New |
Showing the largest 100 of 101.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 19.7% since 30 June 2025.
Where the money is
Technology6.0%
Financial services2.7%
Energy2.1%
Industrials2.0%
Retail & consumer2.0%
Health care1.7%
Everyday goods1.3%
Utilities1.1%
Media & telecom1.1%
Materials0.2%
Other79.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.