Tower Wealth Partners, Inc.
Top Portfolio Positions
68 positions ·
$40,553,006 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
11,402 | $2,893,713 | 7.14% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,632 | $2,482,465 | 6.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,182 | $2,413,766 | 5.95% | |
| OUNZ |
VanEck Merk Gold ETF
|
48,547 | $2,187,042 | 5.39% | |
| MSFT |
Microsoft Corp
Technology
|
3,693 | $1,367,037 | 3.37% | |
| PPL |
PPL Corp
Utilities
|
34,783 | $1,328,710 | 3.28% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
8,969 | $1,295,482 | 3.19% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
3,670 | $1,207,026 | 2.98% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,492 | $1,004,159 | 2.48% | |
| CVX |
Chevron Corp
Energy
|
3,907 | $808,358 | 1.99% |
Portfolio Trend
22 quarters · across all stocks
Holdings in TY
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $492,930 | 15,604 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $505,054 | 15,464 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $490,756 | 14,434 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $453,466 | 14,323 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $424,840 | 13,852 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $435,135 | 13,731 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $423,969 | 12,832 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $393,907 | 12,719 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $384,445 | 12,482 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $353,369 | 12,257 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $324,717 | 12,212 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $331,699 | 12,097 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $317,272 | 11,950 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $302,869 | 11,817 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $292,150 | 11,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $296,165 | 11,317 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $338,931 | 10,990 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $361,538 | 10,893 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $326,756 | 9,789 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $330,775 | 9,703 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $309,803 | 9,553 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $279,375 | 9,480 | Shares | Sole | 2021-04-09 | |
| No 13F history on record for this holder in this stock. | ||||||