Tower Wealth Partners, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lewisburg, PA
CIK
0001852808
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 56 141,531 VSMV, IJH, DIVO, SPYG 13F-HR 1/22/2024 000195175724000099
Q3 2023 49 121,676 VSMV, IJH, MGK, DIVO 13F-HR 10/25/2023 000195175723000625
Q2 2023 49 124,759 VSMV, IJH, MGK, DIVO 13F-HR 7/31/2023 000195175723000463
Q1 2023 50 119,720 VSMV, DIVO, IJH, MGK 13F-HR 5/4/2023 000195175723000273
Q4 2022 52 114,807 VSMV, DIVO, IJH, IOO 13F-HR 1/31/2023 000195175723000092
Q3 2022 50 105,338 VSMV, DIVO, IJH, MGK 13F-HR 11/14/2022 000185280822000004
Q2 2022 42 75,269 VSMV, IJH, MGK, VB 13F-HR 8/15/2022 000185280822000003
Q1 2022 48 92,072 VSMV, VXF, MTUM, VB 13F-HR 4/15/2022 000185280822000002
Q4 2021 49 98,682 VSMV, VXF, MTUM, TIP 13F-HR 2/11/2022 000185280822000001
Q3 2021 49 94,848 VSMV, VXF, MTUM, TIP 13F-HR 11/15/2021 000185280821000004
Q2 2021 50 90,921 VXF, VSMV, MTUM, TIP 13F-HR 8/12/2021 000185280821000003
Q1 2021 49 77,579 VSMV, MTUM, TIP, VXF 13F-HR 5/17/2021 000185280821000002
Q4 2020 44 87,302 IEF, USMV, MTUM, VSMV 13F-HR 4/9/2021 000185280821000001