Tower Wealth Partners, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$172M
Signature - Title
Darin Koss - Chief Compliance Officer
Location
Lewisburg, PA
Summary
This page shows a list of all the recent 13F filings made by Tower Wealth Partners, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tower Wealth Partners, Inc. reported 75 stock holdings with total value $172M as of Q3 2024. Top holdings included VSMV, IJH, SPYG, DIVO, and JAAA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 75 $172M +$3.94M -$1.31M +$2.63M VSMV, IJH, SPYG, DIVO, JAAA 13F-HR 10/28/2024, 05:44 PM
Q2 2024 65 $162M +$16.2M -$9.96M +$6.22M VSMV, SPYG, IJH, JAAA, DIVO 13F-HR 8/9/2024, 03:50 PM
Q1 2024 58 $154M +$16.9M -$1.04M +$15.8M VSMV, IJH, SPYG, DIVO, AVUV 13F-HR 4/18/2024, 12:56 PM
Q4 2023 56 $142M +$26M -$14.4M +$11.5M VSMV, IJH, DIVO, SPYG, AVUV 13F-HR 1/22/2024, 09:30 AM
Q3 2023 49 $122M +$2.29M -$973K +$1.32M VSMV, IJH, MGK, DIVO, AVUV 13F-HR 10/25/2023, 10:23 AM
Q2 2023 49 $125M +$7.5M -$8.47M -$971K VSMV, IJH, MGK, DIVO, AVUV 13F-HR 7/31/2023, 01:38 PM
Q1 2023 50 $120M +$2.17M -$1.6M +$571K VSMV, DIVO, IJH, MGK, IOO 13F-HR 5/4/2023, 05:24 PM
Q4 2022 52 $115M +$10.8M -$883K +$9.88M VSMV, DIVO, IJH, IOO, MGK 13F-HR 1/31/2023, 11:45 AM
Q3 2022 50 $101M +$41.5M -$14M +$27.5M VSMV, DIVO, IJH, MGK, AVUV 13F-HR 11/14/2022, 12:56 PM
Q2 2022 42 $75.3M +$28M -$37.9M -$9.84M VSMV, IJH, MGK, VB, TIP 13F-HR 8/15/2022, 09:35 AM
Q1 2022 48 $92.1M +$2.29M -$4.43M -$2.14M VSMV, VXF, MTUM, VB, TIP 13F-HR 4/15/2022, 03:16 PM
Q4 2021 49 $98.7M +$3.1M -$3.9M -$809K VSMV, VXF, MTUM, TIP, VB 13F-HR 2/11/2022, 11:20 AM
Q3 2021 49 $94.8M +$6.09M -$1.46M +$4.62M VSMV, VXF, MTUM, TIP, VB 13F-HR 11/15/2021, 10:57 AM
Q2 2021 50 $90.9M +$11.6M -$1.92M +$9.63M VXF, VSMV, MTUM, TIP, VB 13F-HR 8/12/2021, 10:58 AM
Q1 2021 49 $77.6M +$26.9M -$37.8M -$10.9M VSMV, MTUM, TIP, VXF, FIXD 13F-HR 5/17/2021, 04:32 PM
Q4 2020 44 $87.3M $0 $0 IEF, USMV, MTUM, VSMV, SMMV 13F-HR 4/9/2021, 03:04 PM