IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tower Wealth Partners, Inc.

Q1 2021 Holdings

Filed 2021-05-17 | 49 holdings | $77.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Victoryshares US Multi-Factor Minimum Volatility ETF(VSMV)ETF92647N691$10.3K287,13613.3%
Ishares Msci USA Momentum Factor ETF(MTUM)ETF46432F396$9.9K61,39112.7%
Ishares Tips Bond ETF(TIP)ETF464287176$9.4K74,87712.1%
Vanguard Extended Market Index Fund(VXF)ETF922908652$7.9K44,66510.2%
First Trust TCW Opportunistic Fixed Income ETF(FIXD)ETF33740F805$6.3K118,8058.1%
Vanguard Small-Cap Index Fund(VB)ETF922908751$5.1K23,8476.6%
First Trust Managed Municipal ETF(FMB)ETF33739N108$3.6K64,0374.7%
Vanguard Total Bond Market Index Fund(BND)ETF921937835$2.0K24,1872.6%
Apple Inc COM(AAPL)Stock037833100$1.8K14,4812.3%
Home Depot Inc COM(HD)Stock437076102$1.3K4,2211.7%
PPL Corp COM(PPL)Stock69351T106$1.2K43,3071.6%
Invesco QQQ Trust(QQQ)ETF46090E103$1.2K3,6491.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$1.1K2,7631.4%
VAN ECK Merk Gold Trust(OUNZ)ETF921078101$1.0K61,8201.3%
Exxon Mobil Corp COM(XOM)Stock30231G102$95017,0101.2%
Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$89323,5641.2%
Johnson & Johnson COM(JNJ)Stock478160104$7844,7681.0%
AT&T Inc COM(T)Stock00206R102$72824,0530.9%
Microsoft Corp COM(MSFT)Stock594918104$7133,0250.9%
Spdr Portfolio Short Term Treasury ETF(SPTS)ETF78468R101$64420,9980.8%
Amazon COM Inc COM(AMZN)Stock023135106$6252020.8%
Ishares S&P Small-Cap Fund(IJR)ETF464287804$6115,6280.8%
Procter and Gamble Co COM(PG)Stock742718109$5333,9320.7%
Vanguard Total Stock Market Index Fund(VTI)ETF922908769$5222,5250.7%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$4937,1310.6%
Mcdonalds Corp COM(MCD)Stock580135101$4682,0880.6%
Visa Inc COM CL A(V)Stock92826C839$4662,2000.6%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$4601,8000.6%
Unitedhealth Group Inc COM(UNH)Stock91324P102$4541,2200.6%
Essential Utils Inc COM(WTRG)Stock29670G102$4369,7370.6%
Chevron Corp New COM(CVX)Stock166764100$4314,1150.6%
Verizon Communications Inc COM(VZ)Stock92343V104$4127,0850.5%
iShares Edge Msci Min Vol USA Small Cap(SMMV)ETF46435G433$40010,8680.5%
Ishares Government IT Bond ETF(GBF)ETF464288596$3793,1630.5%
Honeywell Intl Inc COM(HON)Stock438516106$3291,5150.4%
Ishares 7-10 Year Treasury Bond ETF(IEF)ETF464287440$3252,8760.4%
TRI Contl Corp COM(TY)CEF895436103$3109,5530.4%
Ishares U.S. Real Estate ETF(IYR)ETF464287739$3083,3520.4%
Salesforce COM Inc COM(CRM)Stock79466L302$3011,4220.4%
Nike Inc CL B(NKE)Stock654106103$2902,1800.4%
Goldman Sachs Group Inc COM(GS)Stock38141G104$2848670.4%
Weis Mkts Inc COM(WMK)Stock948849104$2835,0030.4%
JPMorgan Chase & Co COM(JPM)Stock46625H100$2621,7190.3%
3M Co COM(MMM)Stock88579Y101$2401,2450.3%
Nextera Energy Inc COM(NEE)Stock65339F101$2393,1580.3%
Merck & Co. Inc COM(MRK)Stock58933Y105$2363,0550.3%
AIR Prods & Chems Inc COM(APD)Stock009158106$2308190.3%
Lockheed Martin Corp COM(LMT)Stock539830109$2055550.3%
F N B Corp COM(FNB)Stock302520101$18214,3140.2%