Tower Wealth Partners, Inc. Portfolio Holdings
Q3 2025•90 long positions•$182.1M portfolio value
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Holding96 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $22.3M 12.26% | +$152.9K Bought | — 415.9K shares | 413.0K → 415.9K +$152.9K | +0.69% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $21.0M 11.51% | -$201.9K Sold | — 200.5K shares | 202.5K → 200.5K −$201.9K | -0.95% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $20.0M 10.98% | +$97.7K Bought | — 495.4K shares | 493.0K → 495.4K +$97.7K | +0.49% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.5M 9.08% | -$96.9K Sold | — 253.3K shares | 254.8K → 253.3K −$96.9K | -0.58% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $16.5M 9.06% | +$81.1K Bought | — 324.7K shares | 323.1K → 324.7K +$81.1K | +0.49% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $11.7M 6.43% | -$42.7K Sold | — 350.5K shares | 351.7K → 350.5K −$42.7K | -0.36% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.0M 6.04% | -$5.3K Sold | — 246.8K shares | 246.9K → 246.8K −$5.3K | -0.05% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.3M 3.43% | +$77.1K Bought | — 160.9K shares | 158.9K → 160.9K +$77.1K | +1.25% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $3.2M 1.77% | +$213.1K Bought | — 69.6K shares | 65.0K → 69.6K +$213.1K | +7.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.2M 1.76% | +$160.8K Bought | — 9.8K shares | 9.3K → 9.8K +$160.8K | +5.28% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $2.8M 1.55% | +$145.1K Bought | 0.0% 11.1K shares | 10.5K → 11.1K +$145.1K | +5.41% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.8M 1.54% | +$191.4K Bought | — 50.7K shares | 47.3K → 50.7K +$191.4K | +7.32% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $2.6M 1.42% | +$111.7K Bought | — 4.3K shares | 4.1K → 4.3K +$111.7K | +4.5% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $1.9M 1.04% | +$106.7K Bought | — 51.0K shares | 48.1K → 51.0K +$106.7K | +5.96% | — — | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $1.7M 0.929% | -$20.0K Sold | 0.0% 11.0K shares | 11.1K → 11.0K −$20.0K | -1.17% | $359.62B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $1.7M 0.923% | -$187.5K Sold | 0.0% 14.9K shares | 16.6K → 14.9K −$187.5K | -10.04% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.6M 0.86% | +$14.3K Bought | — 18.9K shares | 18.7K → 18.9K +$14.3K | +0.92% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.5M 0.846% | -$23.8K Sold | 0.0% 3.0K shares | 3.0K → 3.0K −$23.8K | -1.52% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.805% | +$59.5K Bought | — 14.7K shares | 14.1K → 14.7K +$59.5K | +4.23% | — — | Q3 2022 Held for 3y 2m | |
Home Improvement Consumer Cyclical | $1.4M 0.758% | -$33.2K Sold | 0.0% 3.4K shares | 3.5K → 3.4K −$33.2K | -2.35% | $403.32B Mega Cap | Q4 2020 Held for 4y 11m | |
Regulated Electric Utilities | $1.3M 0.735% | -$5.6K Sold | 0.005% 36.0K shares | 36.2K → 36.0K −$5.6K | -0.41% | $27.5B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.3M 0.688% | +$100.3K Bought | — 14.7K shares | 13.5K → 14.7K +$100.3K | +8.71% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $1.2M 0.676% | +$87.2K Bought | — 22.8K shares | 21.2K → 22.8K +$87.2K | +7.63% | — — | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $1.2M 0.663% | +$27.4K Bought | 0.0% 5.5K shares | 5.4K → 5.5K +$27.4K | +2.33% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $984.1K 0.541% | +$276.9K Bought | 0.0% 1.3K shares | 963.0 → 1.3K +$276.9K | +39.15% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $796.5K 0.438% | +$61.8K Bought | 0.0% 2.4K shares | 2.2K → 2.4K +$61.8K | +8.41% | $231.14B Mega Cap | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $793.3K 0.436% | — | 0.0% 1.6K shares | — | — | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $693.0K 0.381% | +$4.1K Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$4.1K | +0.59% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
Financial - Capital Markets Financial Services | $686.5K 0.377% | -$9.6K Sold | 0.0% 862.0 shares | 874.0 → 862.0 −$9.6K | -1.37% | $241.07B Mega Cap | Q4 2020 Held for 4y 11m | |
Information Technology Services Technology | $683.7K 0.376% | -$59.0K Sold | 0.0% 2.4K shares | 2.6K → 2.4K −$59.0K | -7.94% | $262.84B Mega Cap | Q4 2023 Held for 1y 11m | |
Restaurants Consumer Cyclical | $673.7K 0.37% | +$42.2K Bought | 0.0% 2.2K shares | 2.1K → 2.2K +$42.2K | +6.69% | $216.86B Mega Cap | Q4 2020 Held for 4y 11m | |
Telecommunications Services Communication Services | $632.1K 0.347% | +$12.4K Bought | 0.0% 22.4K shares | 21.9K → 22.4K +$12.4K | +2.01% | $201.93B Mega Cap | Q4 2020 Held for 4y 11m | |
Drug Manufacturers - General Healthcare | $561.1K 0.308% | +$18.5K Bought | 0.0% 3.0K shares | 2.9K → 3.0K +$18.5K | +3.42% | $446.55B Mega Cap | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $559.3K 0.307% | -$74.4K Sold | 0.0% 1.8K shares | 2.0K → 1.8K −$74.4K | -11.75% | $867.35B Mega Cap | Q4 2020 Held for 4y 11m | |
Apparel - Retail Consumer Cyclical | $534.1K 0.293% | +$26.3K Bought | 0.0% 3.7K shares | 3.5K → 3.7K +$26.3K | +5.18% | $160.86B Large Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $532.0K 0.292% | +$33.2K Bought | — 1.9K shares | 1.8K → 1.9K +$33.2K | +6.66% | — — | Q3 2024 Held for 1y 2m | |
Hardware, Equipment & Parts Technology | $526.1K 0.289% | +$10.6K Bought | 0.0% 4.3K shares | 4.2K → 4.3K +$10.6K | +2.06% | $151.09B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $520.6K 0.286% | -$130.0K Sold | 0.0% 1.6K shares | 2.0K → 1.6K −$130.0K | -19.98% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
Agricultural - Machinery Industrials | $520.1K 0.286% | -$53.9K Sold | 0.0% 1.1K shares | 1.2K → 1.1K −$53.9K | -9.39% | $223.53B Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $505.0K 0.277% | +$46.6K Bought | 0.0% 3.3K shares | 3.0K → 3.3K +$46.6K | +10.16% | $312.88B Mega Cap | Q4 2020 Held for 4y 11m | |
Aerospace & Defense Industrials | $497.5K 0.273% | -$64.4K Sold | 0.0% 3.0K shares | 3.4K → 3.0K −$64.4K | -11.47% | $223.98B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Data & Stock Exchanges Financial Services | $493.9K 0.271% | +$41.3K Bought | 0.001% 1.8K shares | 1.7K → 1.8K +$41.3K | +9.13% | $97.4B Large Cap | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $493.5K 0.271% | +$21.4K Bought | 0.0% 5.9K shares | 5.6K → 5.9K +$21.4K | +4.53% | $209.64B Mega Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $490.8K 0.27% | +$3.8K Bought | — 14.4K shares | 14.3K → 14.4K +$3.8K | +0.77% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $476.9K 0.262% | — | — 9.5K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Telecommunications Services Communication Services | $460.6K 0.253% | -$4.3K Sold | 0.0% 10.5K shares | 10.6K → 10.5K −$4.3K | -0.92% | $185.31B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $433.4K 0.238% | +$109.4K Bought | — 4.7K shares | 3.5K → 4.7K +$109.4K | +33.75% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $422.0K 0.232% | +$12.5K Bought | 0.0% 2.3K shares | 2.2K → 2.3K +$12.5K | +3.05% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $416.3K 0.229% | +$28.5K Bought | — 4.3K shares | 4.0K → 4.3K +$28.5K | +7.36% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $415.6K 0.228% | +$28.5K Bought | — 8.6K shares | 8.0K → 8.6K +$28.5K | +7.36% | — — | Q2 2025 Held for 5 months |
