Tower Wealth Partners, Inc.
CIK 1852808 · Holdings on Jun 30, 2024 · First reported Aug 9, 2024
Top ten holdings
Q2 2024- VSMV11.38%
- SPYG9.25%
- IJH8.98%
- JAAA8.31%
- DIVO7.97%
- AVUV7.39%
- IOO7.33%
- BUFR6.63%
- FTSL6.54%
- EDIV3.26%
Share classes counted separately77.04%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- JAAAWeight increased · +1.91 pp6.40% → 8.31%Shares +70.15K (+36.11%)
- IJHWeight decreased · -0.95 pp9.93% → 8.98%Shares -3.26K (-1.29%)
- AVUVWeight decreased · -0.62 pp8.01% → 7.39%Shares +1.78K (+1.35%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VSMVVICTORYSHARES US MIN VOL ETFVICTORYSHS US View history and evidence | $18.42M | 11.38% | 405.46K shares | 11.65% → 11.38%-0.27 pp +8.97K (+2.26%) | Added | ↗▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $14.99M | 9.25% | 187.07K shares | 8.70% → 9.25%+0.55 pp +3.81K (+2.08%) | Added | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $14.55M | 8.98% | 248.60K shares | 9.93% → 8.98%-0.95 pp -3.26K (-1.29%) | Reduced | ↗▾ |
| 04 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $13.45M | 8.31% | 264.43K shares | 6.40% → 8.31%+1.91 pp +70.15K (+36.11%) | Added | ↗▾ |
| 05 | DIVOAMPLIFY CWP ENHAN DIVID ETFCWP ENHANCED DIV View history and evidence | $12.91M | 7.97% | 333.56K shares | 8.30% → 7.97%-0.33 pp +4.79K (+1.46%) | Added | ↗▾ |
| 06 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $11.97M | 7.39% | 133.46K shares | 8.01% → 7.39%-0.62 pp +1.78K (+1.35%) | Added | ↗▾ |
| 07 | IOOISHARES GLOBAL 100 ETFGLOBAL 100 ETF View history and evidence | $11.88M | 7.33% | 122.98K shares | 7.21% → 7.33%+0.12 pp -1.24K (-1.00%) | Reduced | ↗▾ |
| 08 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $10.73M | 6.63% | 371.06K shares | 6.57% → 6.63%+0.06 pp +9.07K (+2.51%) | Added | ↗▾ |
| 09 | FTSLFIRST TRUST SENIOR LOAN ETFSENIOR LN FD View history and evidence | $10.58M | 6.54% | 231.57K shares | 5.93% → 6.54%+0.61 pp +33.84K (+17.12%) | Added | ↗▾ |
| 10 | EDIVSTATE STREET SPDR S&P EMERGIS&P EM MKT DIV View history and evidence | $5.28M | 3.26% | 149.55K shares | Prior unavailable +149.55K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DBEM XTRACKERS MSCI EMERGING MARK | Non-derivative | -210,132 | -$5.03M | SEC filing ↗ | SEC filing ↗ |
| FMB FIRST TRUST MANAGED MUNICIPA | Non-derivative | -40,124 | -$2.06M | SEC filing ↗ | SEC filing ↗ |
| AGGM ISHARES 1-10 YEAR U.S. AGGRE | Non-derivative | -3,872 | -$400.90K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1852808 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 161967947
}Research all 65 reported holdings.
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