0001852808-21-000002.txt : 20210517 0001852808-21-000002.hdr.sgml : 20210517 20210517163251 ACCESSION NUMBER: 0001852808-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210517 EFFECTIVENESS DATE: 20210517 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: 21931407 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 03-31-2021 03-31-2021 Tower Wealth Partners, Inc.

1000 MARKET SREET LEWISBURG PA 17837

13F HOLDINGS REPORT 028-21131 N DARIN KOSS (570) 524-7200 DARIN KOSS LEWISBURG PA 05-17-2021 0 49 77579 false INFORMATION TABLE 2 13F_TowerWealth_20210331.xml F N B CORP COM Stock 302520101 182 14314 SH SOLE 0 0 14314 LOCKHEED MARTIN CORP COM Stock 539830109 205 555 SH SOLE 0 0 555 AIR PRODS & CHEMS INC COM Stock 009158106 230 819 SH SOLE 0 0 819 MERCK & CO. INC COM Stock 58933Y105 236 3055 SH SOLE 0 0 3055 NEXTERA ENERGY INC COM Stock 65339F101 239 3158 SH SOLE 0 0 3158 3M CO COM Stock 88579Y101 240 1245 SH SOLE 0 0 1245 JPMORGAN CHASE & CO COM Stock 46625H100 262 1719 SH SOLE 0 0 1719 WEIS MKTS INC COM Stock 948849104 283 5003 SH SOLE 0 0 5003 GOLDMAN SACHS GROUP INC COM Stock 38141G104 284 867 SH SOLE 0 0 867 NIKE INC CL B Stock 654106103 290 2180 SH SOLE 0 0 2180 SALESFORCE COM INC COM Stock 79466L302 301 1422 SH SOLE 0 0 1422 ISHARES U.S. REAL ESTATE ETF ETF 464287739 308 3352 SH SOLE 0 0 3352 TRI CONTL CORP COM CEF 895436103 310 9553 SH SOLE 0 0 9553 ISHARES 7-10 YEAR TREASURY BOND ETF ETF 464287440 325 2876 SH SOLE 0 0 2876 HONEYWELL INTL INC COM Stock 438516106 329 1515 SH SOLE 0 0 1515 ISHARES GOVERNMENT/CREDIT BOND ETF ETF 464288596 379 3163 SH SOLE 0 0 3163 iShares Edge MSCI Min Vol USA Small Cap ETF 46435G433 400 10868 SH SOLE 0 0 10868 VERIZON COMMUNICATIONS INC COM Stock 92343V104 412 7085 SH SOLE 0 0 7085 CHEVRON CORP NEW COM Stock 166764100 431 4115 SH SOLE 0 0 4115 ESSENTIAL UTILS INC COM Stock 29670G102 436 9737 SH SOLE 0 0 9737 UNITEDHEALTH GROUP INC COM Stock 91324P102 454 1220 SH SOLE 0 0 1220 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 460 1800 SH SOLE 0 0 1800 VISA INC COM CL A Stock 92826C839 466 2200 SH SOLE 0 0 2200 MCDONALDS CORP COM Stock 580135101 468 2088 SH SOLE 0 0 2088 ISHARES MSCI USA MIN VOL FACTOR ETF ETF 46429B697 493 7131 SH SOLE 0 0 7131 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 522 2525 SH SOLE 0 0 2525 PROCTER AND GAMBLE CO COM Stock 742718109 533 3932 SH SOLE 0 0 3932 ISHARES S&P SMALL-CAP FUND ETF 464287804 611 5628 SH SOLE 0 0 5628 AMAZON COM INC COM Stock 023135106 625 202 SH SOLE 0 0 202 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 644 20998 SH SOLE 0 0 20998 MICROSOFT CORP COM Stock 594918104 713 3025 SH SOLE 0 0 3025 AT&T INC COM Stock 00206R102 728 24053 SH SOLE 0 0 24053 JOHNSON & JOHNSON COM Stock 478160104 784 4768 SH SOLE 0 0 4768 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 893 23564 SH SOLE 0 0 23564 EXXON MOBIL CORP COM Stock 30231G102 950 17010 SH SOLE 0 0 17010 VAN ECK MERK GOLD TRUST ETF 921078101 1028 61820 SH SOLE 0 0 61820 ISHARES CORE S&P 500 ETF ETF 464287200 1099 2763 SH SOLE 0 0 2763 INVESCO QQQ TRUST ETF 46090E103 1165 3649 SH SOLE 0 0 3649 PPL CORP COM Stock 69351T106 1249 43307 SH SOLE 0 0 43307 HOME DEPOT INC COM Stock 437076102 1288 4221 SH SOLE 0 0 4221 APPLE INC COM Stock 037833100 1769 14481 SH SOLE 0 0 14481 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 2049 24187 SH SOLE 0 0 24187 FIRST TRUST MANAGED MUNICIPAL ETF ETF 33739N108 3614 64037 SH SOLE 0 0 64037 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 5105 23847 SH SOLE 0 0 23847 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF ETF 33740F805 6276 118805 SH SOLE 0 0 118805 VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 7902 44665 SH SOLE 0 0 44665 ISHARES TIPS BOND ETF ETF 464287176 9397 74877 SH SOLE 0 0 74877 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 9875 61391 SH SOLE 0 0 61391 VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF ETF 92647N691 10337 287136 SH SOLE 0 0 287136