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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Apollo Global Management, Inc.

APO|03769M106

Shares:2.0K

Value:$272.8K

% of Portfolio:0.1% ($272.8K/$187.1M)

Motorola Solutions, Inc.

MSI|620076307

Shares:596

Value:$260.9K

% of Portfolio:0.1% ($260.9K/$187.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:854

Value:$260.9K

% of Portfolio:0.1% ($260.9K/$187.1M)

AMPHENOL CORP /DE/

APH|032095101

Shares:4.0K

Value:$260.3K

% of Portfolio:0.1% ($260.3K/$187.1M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:735

Value:$259.1K

% of Portfolio:0.1% ($259.1K/$187.1M)

Essential Utilities, Inc.

WTRG|29670G102

Shares:6.5K

Value:$255.2K

% of Portfolio:0.1% ($255.2K/$187.1M)

WATSCO INC

WSO|942622200

Shares:492

Value:$250.1K

% of Portfolio:0.1% ($250.1K/$187.1M)

464287200

IVV|464287200

Shares:438

Value:$246.1K

% of Portfolio:0.1% ($246.1K/$187.1M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:2.3K

Value:$246.1K

% of Portfolio:0.1% ($246.1K/$187.1M)

TransDigm Group INC

TDG|893641100

Shares:171

Value:$236.5K

% of Portfolio:0.1% ($236.5K/$187.1M)

NVIDIA CORP

NVDA|67066G104

Shares:2.1K

Value:$230.5K

% of Portfolio:0.1% ($230.5K/$187.1M)

464287440

IEF|464287440

Shares:2.4K

Value:$229.0K

% of Portfolio:0.1% ($229.0K/$187.1M)

Duke Energy CORP

DUK|26441C204

Shares:1.8K

Value:$225.2K

% of Portfolio:0.1% ($225.2K/$187.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:738

Value:$217.7K

% of Portfolio:0.1% ($217.7K/$187.1M)

FLEX LTD.

FLEX|Y2573F102

Shares:6.4K

Value:$213.2K

% of Portfolio:0.1% ($213.2K/$187.1M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:7.4K

Value:$210.0K

% of Portfolio:0.1% ($210.0K/$187.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apollo Global Management, Inc.(APOcusip03769M106)	2.0K	QoQ +14.28% (-249) YoY NEW(+2.0K)	All Managers (Combined)	$272.8K	0.1% ($272.8K/$187.1M)	QoQ -5.24% (-$15.1K) YoY NEW(+$272.8K)
Motorola Solutions, Inc.(MSIcusip620076307)	596	QoQ +14.83% (+77) YoY NEW(+596)	All Managers (Combined)	$260.9K	0.1% ($260.9K/$187.1M)	QoQ +8.76% (+$21.0K) YoY NEW(+$260.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	854	QoQ +2.15% (+18) YoY -10.10% (-96)	All Managers (Combined)	$260.9K	0.1% ($260.9K/$187.1M)	QoQ +6.62% (+$16.2K) YoY +9.97% (-$23.7K)
AMPHENOL CORP /DE/(APHcusip032095101)	4.0K	QoQ +27.78% (+863) YoY NEW(+4.0K)	All Managers (Combined)	$260.3K	0.1% ($260.3K/$187.1M)	QoQ +20.68% (+$44.6K) YoY NEW(+$260.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	735	QoQ NEW(+735) YoY NEW(+735)	All Managers (Combined)	$259.1K	0.1% ($259.1K/$187.1M)	QoQ NEW(+$259.1K) YoY NEW(+$259.1K)
Essential Utilities, Inc.(WTRGcusip29670G102)	6.5K	QoQ +0.43% (+28) YoY +2.62% (+165)	All Managers (Combined)	$255.2K	0.1% ($255.2K/$187.1M)	QoQ +9.31% (+$21.7K) YoY +9.49% (+$22.1K)
WATSCO INC(WSOcusip942622200)	492	QoQ +2.07% (+10) YoY +1.86% (+9)	All Managers (Combined)	$250.1K	0.1% ($250.1K/$187.1M)	QoQ +9.48% (+$21.7K) YoY +19.86% (+$41.4K)
(IVVcusip464287200)	438	QoQ NEW(+438) YoY NEW(+438)	All Managers (Combined)	$246.1K	0.1% ($246.1K/$187.1M)	QoQ NEW(+$246.1K) YoY NEW(+$246.1K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	2.3K	QoQ +5.56% (+119) YoY NEW(+2.3K)	All Managers (Combined)	$246.1K	0.1% ($246.1K/$187.1M)	QoQ +22.33% (+$44.9K) YoY NEW(+$246.1K)
TransDigm Group INC(TDGcusip893641100)	171	QoQ NEW(+171) YoY NEW(+171)	All Managers (Combined)	$236.5K	0.1% ($236.5K/$187.1M)	QoQ NEW(+$236.5K) YoY NEW(+$236.5K)
NVIDIA CORP(NVDAcusip67066G104)	2.1K	QoQ +28.05% (+466) YoY NEW(+2.1K)	All Managers (Combined)	$230.5K	0.1% ($230.5K/$187.1M)	QoQ +3.34% (+$7.5K) YoY NEW(+$230.5K)
(IEFcusip464287440)	2.4K	QoQ +2.51% (+59) YoY -65.15% (-4.5K)	All Managers (Combined)	$229.0K	0.1% ($229.0K/$187.1M)	QoQ +5.75% (+$12.5K) YoY -64.89% (-$423.2K)
Duke Energy CORP(DUKcusip26441C204)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$225.2K	0.1% ($225.2K/$187.1M)	QoQ NEW(+$225.2K) YoY NEW(+$225.2K)
Air Products & Chemicals, Inc.(APDcusip009158106)	738	QoQ +6.80% (+47) YoY NEW(+738)	All Managers (Combined)	$217.7K	0.1% ($217.7K/$187.1M)	QoQ +8.59% (+$17.2K) YoY NEW(+$217.7K)
FLEX LTD.(FLEXcusipY2573F102)	6.4K	QoQ +16.31% (+904) YoY NEW(+6.4K)	All Managers (Combined)	$213.2K	0.1% ($213.2K/$187.1M)	QoQ +0.22% (+$482) YoY NEW(+$213.2K)
KINDER MORGAN, INC.(KMIcusip49456B101)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$210.0K	0.1% ($210.0K/$187.1M)	QoQ NEW(+$210.0K) YoY NEW(+$210.0K)