0001951757-24-001141.txt : 20241029
0001951757-24-001141.hdr.sgml : 20241029
20241028174443
ACCESSION NUMBER: 0001951757-24-001141
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241029
DATE AS OF CHANGE: 20241028
EFFECTIVENESS DATE: 20241029
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Tower Wealth Partners, Inc.
CENTRAL INDEX KEY: 0001852808
ORGANIZATION NAME:
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: 241402127
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
X0202
13F-HR
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false
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0001852808
XXXXXXXX
09-30-2024
09-30-2024
Tower Wealth Partners, Inc.
1000 MARKET SREET
LEWISBURG
PA
17837
13F HOLDINGS REPORT
028-21131
N
Darin Koss
Chief Compliance Officer
(570) 524-7200
Darin Koss
Lewisburg
PA
10-28-2024
0
75
171952795
false
INFORMATION TABLE
2
F_13F_Tower_Q32024.xml
ABBVIE INC
COM
00287Y109
281606
1426
SH
SOLE
0
0
1426
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
230822
653
SH
SOLE
0
0
653
AIR PRODS & CHEMS INC
COM
009158106
265584
892
SH
SOLE
0
0
892
ALPHABET INC
CAP STK CL A
02079K305
205322
1238
SH
SOLE
0
0
1238
AMAZON COM INC
COM
023135106
867739
4657
SH
SOLE
0
0
4657
AMERICAN CENTY ETF TR
US SML CP VALU
025072877
12823526
133648
SH
SOLE
0
0
133648
AMERICAN EXPRESS CO
COM
025816109
417919
1541
SH
SOLE
0
0
1541
AMGEN INC
COM
031162100
435950
1353
SH
SOLE
0
0
1353
AMPLIFY ETF TR
CWP ENHANCED DIV
032108409
13765121
334186
SH
SOLE
0
0
334186
APOLLO GLOBAL MGMT INC
COM
03769M106
208475
1669
SH
SOLE
0
0
1669
APPLE INC
COM
037833100
2669481
11457
SH
SOLE
0
0
11457
ASTRAZENECA PLC
SPONSORED ADR
046353108
223056
2863
SH
SOLE
0
0
2863
AT&T INC
COM
00206R102
416152
18916
SH
SOLE
0
0
18916
AUTOMATIC DATA PROCESSING IN
COM
053015103
291673
1054
SH
SOLE
0
0
1054
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
703277
1528
SH
SOLE
0
0
1528
BROADCOM INC
COM
11135F101
306878
1779
SH
SOLE
0
0
1779
CATERPILLAR INC
COM
149123101
429059
1097
SH
SOLE
0
0
1097
CENCORA INC
COM
03073E105
222604
989
SH
SOLE
0
0
989
CHEVRON CORP NEW
COM
166764100
449468
3052
SH
SOLE
0
0
3052
CME GROUP INC
COM
12572Q105
244260
1107
SH
SOLE
0
0
1107
COSTCO WHSL CORP NEW
COM
22160K105
352835
398
SH
SOLE
0
0
398
DECKERS OUTDOOR CORP
COM
243537107
227057
1424
SH
SOLE
0
0
1424
ESSENTIAL UTILS INC
COM
29670G102
263395
6829
SH
SOLE
0
0
6829
EXXON MOBIL CORP
COM
30231G102
1897557
16188
SH
SOLE
0
0
16188
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
10720042
233603
SH
SOLE
0
0
233603
FIRST TR EXCHNG TRADED FD VI
FT VEST LADDERED
33740F755
11090296
371037
SH
SOLE
0
0
371037
FREEPORT-MCMORAN INC
CL B
35671D857
258336
5175
SH
SOLE
0
0
5175
GOLDMAN SACHS GROUP INC
COM
38141G104
506498
1023
SH
SOLE
0
0
1023
HOME DEPOT INC
COM
437076102
1412527
3486
SH
SOLE
0
0
3486
HONEYWELL INTL INC
COM
438516106
358642
1735
SH
SOLE
0
0
1735
INTERNATIONAL BUSINESS MACHS
COM
459200101
515337
2331
SH
SOLE
0
0
2331
INVESCO QQQ TR
UNIT SER 1
46090E103
2063300
4227
SH
SOLE
0
0
4227
IRON MTN INC DEL
COM
46284V101
226252
1904
SH
SOLE
0
0
1904
ISHARES TR
U.S. REAL ES ETF
464287739
399942
3926
SH
SOLE
0
0
3926
ISHARES TR
0-5 YR TIPS ETF
46429B747
3005050
29659
SH
SOLE
0
0
29659
ISHARES TR
GLOBAL 100 ETF
464287572
12194697
122980
SH
SOLE
0
0
122980
ISHARES TR
7-10 YR TRSY BD
464287440
490306
4997
SH
SOLE
0
0
4997
ISHARES TR
CORE S&P MCP ETF
464287507
15520360
249043
SH
SOLE
0
0
249043
JANUS DETROIT STR TR
HENDRSON AAA CL
47103U845
13574428
266793
SH
SOLE
0
0
266793
JOHNSON & JOHNSON
COM
478160104
467057
2882
SH
SOLE
0
0
2882
JPMORGAN CHASE & CO.
COM
46625H100
449343
2131
SH
SOLE
0
0
2131
KLA CORP
COM NEW
482480100
240067
310
SH
SOLE
0
0
310
MCDONALDS CORP
COM
580135101
510968
1678
SH
SOLE
0
0
1678
MERCK & CO INC
COM
58933Y105
716036
6305
SH
SOLE
0
0
6305
MICROSOFT CORP
COM
594918104
1337372
3108
SH
SOLE
0
0
3108
MORGAN STANLEY ETF TRUST
EATON VANCE SHRT
61774R858
441683
8790
SH
SOLE
0
0
8790
MOTOROLA SOLUTIONS INC
COM NEW
620076307
227063
505
SH
SOLE
0
0
505
ONEOK INC NEW
COM
682680103
474841
5211
SH
SOLE
0
0
5211
PPL CORP
COM
69351T106
1268518
38347
SH
SOLE
0
0
38347
PROCTER AND GAMBLE CO
COM
742718109
2046704
11817
SH
SOLE
0
0
11817
PROSHARES TR
S&P MDCP 400 DIV
74347B680
1055862
12911
SH
SOLE
0
0
12911
QUANTA SVCS INC
COM
74762E102
334524
1122
SH
SOLE
0
0
1122
REPUBLIC SVCS INC
COM
760759100
329980
1643
SH
SOLE
0
0
1643
SALESFORCE INC
COM
79466L302
240865
880
SH
SOLE
0
0
880
SPDR INDEX SHS FDS
S&P EM MKT DIV
78463X533
5655058
150121
SH
SOLE
0
0
150121
SPDR SER TR
PRTFLO S&P500 GW
78464A409
15478760
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SH
SOLE
0
0
186626
SPDR SER TR
PRTFLO S&P500 VL
78464A508
2389642
45207
SH
SOLE
0
0
45207
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
351908
3833
SH
SOLE
0
0
3833
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
219172
1262
SH
SOLE
0
0
1262
TJX COS INC NEW
COM
872540109
251183
2137
SH
SOLE
0
0
2137
TRANSDIGM GROUP INC
COM
893641100
201225
141
SH
SOLE
0
0
141
TRI CONTL CORP
COM
895436103
423983
12832
SH
SOLE
0
0
12832
UNITED PARCEL SERVICE INC
CL B
911312106
202738
1487
SH
SOLE
0
0
1487
UNITEDHEALTH GROUP INC
COM
91324P102
606313
1037
SH
SOLE
0
0
1037
VANECK MERK GOLD ETF
GOLD SHS
921078101
1286740
50679
SH
SOLE
0
0
50679
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
628615
2220
SH
SOLE
0
0
2220
VERIZON COMMUNICATIONS INC
COM
92343V104
458980
10220
SH
SOLE
0
0
10220
VICTORY PORTFOLIOS II
VICTORYSHS US
92647N691
19657654
404645
SH
SOLE
0
0
404645
VISA INC
COM CL A
92826C839
671428
2442
SH
SOLE
0
0
2442
WALMART INC
COM
931142103
307728
3811
SH
SOLE
0
0
3811
WATSCO INC
COM
942622200
237086
482
SH
SOLE
0
0
482
WEC ENERGY GROUP INC
COM
92939U106
202940
2110
SH
SOLE
0
0
2110
WEIS MKTS INC
COM
948849104
259797
3769
SH
SOLE
0
0
3769
WILLIAMS COS INC
COM
969457100
200860
4400
SH
SOLE
0
0
4400
WISDOMTREE TR
INTRST RATE HDGE
97717W380
1585273
70708
SH
SOLE
0
0
70708