0001852808-22-000004.txt : 20221114
0001852808-22-000004.hdr.sgml : 20221114
20221114125659
ACCESSION NUMBER: 0001852808-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Tower Wealth Partners, Inc.
CENTRAL INDEX KEY: 0001852808
IRS NUMBER: 202170640
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21131
FILM NUMBER: 221383014
BUSINESS ADDRESS:
STREET 1: 1000 MARKET SREET
CITY: LEWISBURG
STATE: PA
ZIP: 17837
BUSINESS PHONE: (570) 524-7200
MAIL ADDRESS:
STREET 1: 1000 MARKET SREET
CITY: LEWISBURG
STATE: PA
ZIP: 17837
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001852808
XXXXXXXX
09-30-2022
09-30-2022
Tower Wealth Partners, Inc.
1000 MARKET SREET
LEWISBURG
PA
17837
13F HOLDINGS REPORT
028-21131
N
DARIN KOSS
MANAGING PARTNER
(570) 524-7200
DARIN KOSS
LEWISBURG
PA
11-14-2022
0
50
105338
false
INFORMATION TABLE
2
13F_TowerWealth_20220930.xml
VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF
ETF
92647N691
16014
420874
SH
SOLE
0
0
0
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
ETF
032108409
12570
354293
SH
SOLE
0
0
0
ISHARES CORE S&P MID-CAP ETF
ETF
464287507
12068
49759
SH
SOLE
0
0
0
VANGUARD MEGA CAP GROWTH ETF
ETF
921910816
9498
52506
SH
SOLE
0
0
0
AVANTIS U.S. SMALL CAP VALUE ETF
ETF
025072877
8820
115365
SH
SOLE
0
0
0
IOO - ISHARES GLOBAL 100
ETF
464287572
8018
125758
SH
SOLE
0
0
0
Janus Henderson AAA CLO ETF
ETF
47103U845
7482
153185
SH
SOLE
0
0
0
ISHARES 0-5 YEAR TIPS BOND ETF
ETF
46429B747
3040
31270
SH
SOLE
0
0
0
FIRST TRUST MANAGED MUNICIPAL ETF
ETF
33739N108
2179
45113
SH
SOLE
0
0
0
APPLE INC COM
Stock
037833100
1841
12009
SH
SOLE
0
0
0
EXXON MOBIL CORP COM
Stock
30231G102
1814
16374
SH
SOLE
0
0
0
WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
ETF
97717W380
1693
37217
SH
SOLE
0
0
0
SPYV - SPDR PORTFOLIO S&P 500 VALUE
ETF
78464A508
1691
44010
SH
SOLE
0
0
0
INVESCO QQQ TRUST
ETF
46090E103
1284
4621
SH
SOLE
0
0
0
HOME DEPOT INC COM
Stock
437076102
1106
3736
SH
SOLE
0
0
0
PPL CORP COM
Stock
69351T106
1082
40848
SH
SOLE
0
0
0
VANECK MERK GOLD TRUST
ETF
921078101
915
57735
SH
SOLE
0
0
0
JOHNSON & JOHNSON COM
Stock
478160104
856
4923
SH
SOLE
0
0
0
MERCK & CO INC COM
Stock
58933Y105
749
7400
SH
SOLE
0
0
0
UNITEDHEALTH GROUP INC COM
Stock
91324P102
687
1238
SH
SOLE
0
0
0
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
ETF
74347B680
686
9709
SH
SOLE
0
0
0
CHEVRON CORP NEW COM
Stock
166764100
646
3572
SH
SOLE
0
0
0
MICROSOFT CORP COM
Stock
594918104
633
2728
SH
SOLE
0
0
0
SPTS - SPDR PORTFOLIO SHORT TERM TREAS
ETF
78468R101
583
20229
SH
SOLE
0
0
0
ISHARES CORE S&P SMALL CAP ETF
ETF
464287804
572
5839
SH
SOLE
0
0
0
UNITED PARCEL SERVICE INC CL B
Stock
911312106
556
3316
SH
SOLE
0
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Stock
084670702
538
1822
SH
SOLE
0
0
0
MCDONALDS CORP COM
Stock
580135101
520
1906
SH
SOLE
0
0
0
PROCTER AND GAMBLE CO COM
Stock
742718109
511
3795
SH
SOLE
0
0
0
WEIS MKTS INC COM
Stock
948849104
469
5003
SH
SOLE
0
0
0
VANGUARD TOTAL STOCK MARKET ETF
ETF
922908769
465
2398
SH
SOLE
0
0
0
VISA INC COM CL A
Stock
92826C839
462
2231
SH
SOLE
0
0
0
DEVON ENERGY CORP NEW COM
Stock
25179M103
427
5523
SH
SOLE
0
0
0
ESSENTIAL UTILS INC COM
Stock
29670G102
389
8790
SH
SOLE
0
0
0
GOLDMAN SACHS GROUP INC COM
Stock
38141G104
383
1113
SH
SOLE
0
0
0
AT&T INC COM
Stock
00206R102
366
20074
SH
SOLE
0
0
0
JPMORGAN CHASE & CO COM
Stock
46625H100
339
2694
SH
SOLE
0
0
0
GBF - ISHARES GOVT/CREDIT BOND
ETF
464288596
332
3304
SH
SOLE
0
0
0
TRI CONTL CORP COM
CEF
895436103
312
11430
SH
SOLE
0
0
0
GENERAL MLS INC COM
Stock
370334104
302
3700
SH
SOLE
0
0
0
AMAZON COM INC COM
Stock
023135106
290
2827
SH
SOLE
0
0
0
IYR - ISHARES U.S. REAL ESTATE
ETF
464287739
281
3344
SH
SOLE
0
0
0
ONEOK INC NEW COM
Stock
682680103
248
4185
SH
SOLE
0
0
0
NEXTERA ENERGY INC COM
Stock
65339F101
245
3159
SH
SOLE
0
0
0
ISHARES 1-3 YEAR TREASURY BOND ETF
ETF
464287457
244
3014
SH
SOLE
0
0
0
ISHARES TIPS BOND ETF
ETF
464287176
239
2249
SH
SOLE
0
0
0
CISCO SYS INC COM
Stock
17275R102
233
5128
SH
SOLE
0
0
0
VERIZON COMMUNICATIONS INC COM
Stock
92343V104
225
6031
SH
SOLE
0
0
0
AUTOMATIC DATA PROCESSING INC COM
Stock
053015103
223
922
SH
SOLE
0
0
0
LOCKHEED MARTIN CORP COM
Stock
539830109
212
435
SH
SOLE
0
0
0