Tower-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FLEX",
  "ABBV",
  "APD",
  "GOOGL",
  "AXP",
  "T",
  null,
  "CAT",
  "AVGO",
  "BRO",
  "DUK",
  null,
  "WTRG",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  "META",
  null,
  "IJH",
  null,
  "KMI",
  "MSFT",
  "OKE",
  null,
  null,
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "NVDA",
  "GS",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "RTX",
  "SPYG",
  null,
  "RSG",
  "IBM",
  "TJX",
  "TDG",
  "TY",
  null,
  null,
  "IEF",
  "TSM",
  "APH",
  "WSO",
  "WEC",
  "AMZN",
  "MSI",
  null,
  null,
  "V",
  "WMK",
  "WMB",
  "PPL",
  "CRM",
  "SPYV",
  "ADP",
  "BRK-B",
  "CVX",
  "CME",
  "COST",
  "CRWD",
  "QQQ",
  "XOM",
  "JNJ",
  "APO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-11
Total Holdings: 76
Total Value: 187058762
Accession Number: 0001951757-25-000305
Form Type: 13F-HR
CIK: tower-wealth-partners
Manager Name: Tower-Wealth-Partners

Data Enrichment

80% identified

61 identified15 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $187.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:495

Value:$468.2K

% of Portfolio:0.3% ($468.2K/$187.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:9.8K

Value:$446.6K

% of Portfolio:0.2% ($446.6K/$187.1M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.8K

Value:$440.7K

% of Portfolio:0.2% ($440.7K/$187.1M)

CME GROUP INC.

CME|12572Q105

Shares:1.7K

Value:$439.3K

% of Portfolio:0.2% ($439.3K/$187.1M)

Meta Platforms, Inc.

META|30303M102

Shares:757

Value:$436.3K

% of Portfolio:0.2% ($436.3K/$187.1M)

TRI-CONTINENTAL Corp

TY|895436103

Shares:13.9K

Value:$424.9K

% of Portfolio:0.2% ($424.9K/$187.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.7K

Value:$420.2K

% of Portfolio:0.2% ($420.2K/$187.1M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.4K

Value:$414.1K

% of Portfolio:0.2% ($414.1K/$187.1M)

Salesforce, Inc.

CRM|79466L302

Shares:1.5K

Value:$394.5K

% of Portfolio:0.2% ($394.5K/$187.1M)

CATERPILLAR INC

CAT|149123101

Shares:1.1K

Value:$369.0K

% of Portfolio:0.2% ($369.0K/$187.1M)

464287739

IYR|464287739

Shares:3.8K

Value:$364.4K

% of Portfolio:0.2% ($364.4K/$187.1M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.6K

Value:$332.0K

% of Portfolio:0.2% ($332.0K/$187.1M)

Broadcom Inc.

AVGO|11135F101

Shares:1.9K

Value:$311.6K

% of Portfolio:0.2% ($311.6K/$187.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.5K

Value:$311.3K

% of Portfolio:0.2% ($311.3K/$187.1M)

AMGEN INC

AMGN|031162100

Shares:998

Value:$310.9K

% of Portfolio:0.2% ($310.9K/$187.1M)

RTX Corp

RTX|75513E101

Shares:2.3K

Value:$309.7K

% of Portfolio:0.2% ($309.7K/$187.1M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:5.1K

Value:$303.8K

% of Portfolio:0.2% ($303.8K/$187.1M)

BROWN & BROWN, INC.

BRO|115236101

Shares:2.4K

Value:$293.1K

% of Portfolio:0.2% ($293.1K/$187.1M)

WEIS MARKETS INC

WMK|948849104

Shares:3.8K

Value:$290.4K

% of Portfolio:0.2% ($290.4K/$187.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.7K

Value:$284.2K

% of Portfolio:0.2% ($284.2K/$187.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	495	QoQ +17.02% (+72) YoY NEW(+495)	All Managers (Combined)	$468.2K	0.3% ($468.2K/$187.1M)	QoQ +20.79% (+$80.6K) YoY NEW(+$468.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	9.8K	QoQ -6.07% (-637) YoY +2.64% (+254)	All Managers (Combined)	$446.6K	0.2% ($446.6K/$187.1M)	QoQ +6.53% (-$27.4K) YoY +10.96% (+$44.1K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.8K	QoQ +7.24% (+123) YoY +41.52% (+534)	All Managers (Combined)	$440.7K	0.2% ($440.7K/$187.1M)	QoQ +29.09% (+$99.3K) YoY +79.01% (+$194.5K)
CME GROUP INC.(CMEcusip12572Q105)	1.7K	QoQ -10.91% (-203) YoY +6.15% (+96)	All Managers (Combined)	$439.3K	0.2% ($439.3K/$187.1M)	QoQ +1.76% (-$7.6K) YoY +30.80% (+$103.5K)
Meta Platforms, Inc.(METAcusip30303M102)	757	QoQ +40.44% (+218) YoY NEW(+757)	All Managers (Combined)	$436.3K	0.2% ($436.3K/$187.1M)	QoQ +38.25% (+$120.7K) YoY NEW(+$436.3K)
TRI-CONTINENTAL Corp(TYcusip895436103)	13.9K	QoQ +0.88% (-121) YoY +10.97% (+1.4K)	All Managers (Combined)	$424.9K	0.2% ($424.9K/$187.1M)	QoQ -2.36% (-$10.3K) YoY +10.50% (+$40.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.7K	QoQ -16.64% (-935) YoY -24.53% (-1.5K)	All Managers (Combined)	$420.2K	0.2% ($420.2K/$187.1M)	QoQ -24.79% (-$138.5K) YoY -48.66% (-$398.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.4K	QoQ +2.25% (+75) YoY NEW(+3.4K)	All Managers (Combined)	$414.1K	0.2% ($414.1K/$187.1M)	QoQ +3.09% (+$12.4K) YoY NEW(+$414.1K)
Salesforce, Inc.(CRMcusip79466L302)	1.5K	QoQ +69.55% (+603) YoY +68.96% (+600)	All Managers (Combined)	$394.5K	0.2% ($394.5K/$187.1M)	QoQ +36.09% (+$104.6K) YoY +50.55% (+$132.5K)
CATERPILLAR INC(CATcusip149123101)	1.1K	QoQ 0.00% (-0) YoY +7.28% (-76)	All Managers (Combined)	$369.0K	0.2% ($369.0K/$187.1M)	QoQ -9.08% (-$36.9K) YoY -3.43% (-$13.1K)
(IYRcusip464287739)	3.8K	QoQ +1.49% (+56) YoY +1.25% (+47)	All Managers (Combined)	$364.4K	0.2% ($364.4K/$187.1M)	QoQ +4.42% (+$15.4K) YoY +7.83% (+$26.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.6K	QoQ -29.81% (-666) YoY NEW(+1.6K)	All Managers (Combined)	$332.0K	0.2% ($332.0K/$187.1M)	QoQ -34.20% (-$172.6K) YoY NEW(+$332.0K)
Broadcom Inc.(AVGOcusip11135F101)	1.9K	QoQ +20.45% (-316) YoY +951.41% (+1.7K)	All Managers (Combined)	$311.6K	0.2% ($311.6K/$187.1M)	QoQ -13.01% (-$46.6K) YoY +32.81% (+$77.0K)
AbbVie Inc.(ABBVcusip00287Y109)	1.5K	QoQ +5.16% (+73) YoY +21.80% (+266)	All Managers (Combined)	$311.3K	0.2% ($311.3K/$187.1M)	QoQ +23.99% (+$60.3K) YoY +40.14% (+$89.2K)
AMGEN INC(AMGNcusip031162100)	998	QoQ -29.51% (-418) YoY +26.16% (+207)	All Managers (Combined)	$310.9K	0.2% ($310.9K/$187.1M)	QoQ -15.75% (-$58.1K) YoY +38.25% (+$86.0K)
RTX Corp(RTXcusip75513E101)	2.3K	QoQ +31.94% (+566) YoY NEW(+2.3K)	All Managers (Combined)	$309.7K	0.2% ($309.7K/$187.1M)	QoQ +51.02% (+$104.6K) YoY NEW(+$309.7K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	5.1K	QoQ +10.71% (+492) YoY NEW(+5.1K)	All Managers (Combined)	$303.8K	0.2% ($303.8K/$187.1M)	QoQ +22.25% (+$55.3K) YoY NEW(+$303.8K)
BROWN & BROWN, INC.(BROcusip115236101)	2.4K	QoQ +19.77% (+389) YoY NEW(+2.4K)	All Managers (Combined)	$293.1K	0.2% ($293.1K/$187.1M)	QoQ +46.05% (+$92.4K) YoY NEW(+$293.1K)
WEIS MARKETS INC(WMKcusip948849104)	3.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$290.4K	0.2% ($290.4K/$187.1M)	QoQ +13.77% (+$35.2K) YoY +19.64% (+$47.7K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.7K	QoQ +16.46% (-242) YoY NEW(+1.7K)	All Managers (Combined)	$284.2K	0.2% ($284.2K/$187.1M)	QoQ -2.10% (-$6.1K) YoY NEW(+$284.2K)