Top 50 Tower Wealth Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RECS | COLUMBIA ETF TR I | 10.9% | 506.1K | $19.7M | +1.45%(+7.25K) | $34.43(+26.32%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 10.73% | 198.3K | $19.4M | +0.51%(+1.00K) | $64.14(+82.73%) | 2026-03-31 | |
| VSMV | VICTORY PORTFOLIOS II | 10.08% | 322.3K | $18.2M | -22.82%(-95.29K) | $35.86(+66.28%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 9.51% | 341.7K | $17.2M | +2.21%(+7.38K) | $49.90(+1.30%) | 2026-03-31 | |
| IJH | ISHARES TR | 7.1% | 190.2K | $12.8M | -0.43%(-822) | $49.91(+52.46%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 6.71% | 359.5K | $12.1M | +1.50%(+5.31K) | $22.39(+63.22%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 6.19% | 249.6K | $11.2M | +1.37%(+3.38K) | $33.42(+38.95%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.51% | 175.8K | $8.2M | +162.50%(+108.80K) | $45.28(+14.10%) | 2026-03-31 | |
| EDIV | SPDR INDEX SHS FDS | 3.69% | 169.2K | $6.7M | +1.68%(+2.80K) | $34.80(+18.38%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 2.04% | 80.9K | $3.7M | +0.96%(+766) | $45.85(-0.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.28% | +37.80% |
| Top 20 Holdings Unweighted | +10.97% | +36.67% |
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