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