0001852808-21-000003.txt : 20210812 0001852808-21-000003.hdr.sgml : 20210812 20210812105846 ACCESSION NUMBER: 0001852808-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 EFFECTIVENESS DATE: 20210812 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: 211166090 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 06-30-2021 06-30-2021 Tower Wealth Partners, Inc.

1000 MARKET SREET LEWISBURG PA 17837

13F HOLDINGS REPORT 028-21131 N Darin M. Koss 5705247200 Darin M. Koss Lewisburg PA 08-12-2021 0 50 90921 false INFORMATION TABLE 2 13F_TowerWealth_20210630.xml 3M CO COM Stock 88579Y101 243 1225 SH SOLE 0 0 1225 AIR PRODS & CHEMS INC COM Stock 009158106 240 835 SH SOLE 0 0 835 AMAZON COM INC COM Stock 023135106 602 175 SH SOLE 0 0 175 APPLE INC COM Stock 037833100 1927 14071 SH SOLE 0 0 14071 AT&T INC COM Stock 00206R102 631 21913 SH SOLE 0 0 21913 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 206 1039 SH SOLE 0 0 1039 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 500 1800 SH SOLE 0 0 1800 CHEVRON CORP NEW COM Stock 166764100 430 4105 SH SOLE 0 0 4105 DOW INC COM Stock 260557103 201 3184 SH SOLE 0 0 3184 ESSENTIAL UTILS INC COM Stock 29670G102 445 9737 SH SOLE 0 0 9737 EXXON MOBIL CORP COM Stock 30231G102 1077 17070 SH SOLE 0 0 17070 F N B CORP COM Stock 302520101 176 14314 SH SOLE 0 0 14314 FIRST TRUST MANAGED MUNICIPAL ETF ETF 33739N108 3929 68598 SH SOLE 0 0 68598 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF ETF 33740F805 6498 121151 SH SOLE 0 0 121151 GOLDMAN SACHS GROUP INC COM Stock 38141G104 284 747 SH SOLE 0 0 747 HOME DEPOT INC COM Stock 437076102 1233 3866 SH SOLE 0 0 3866 HONEYWELL INTL INC COM Stock 438516106 332 1514 SH SOLE 0 0 1514 INVESCO QQQ TRUST ETF 46090E103 1258 3548 SH SOLE 0 0 3548 ISHARES CORE S&P 500 ETF ETF 464287200 1138 2647 SH SOLE 0 0 2647 ISHARES GOVERNMENT/CREDIT BOND ETF ETF 464288596 380 3100 SH SOLE 0 0 3100 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 11134 64197 SH SOLE 0 0 64197 ISHARES S&P SMALL-CAP FUND ETF 464287804 634 5615 SH SOLE 0 0 5615 ISHARES TIPS BOND ETF ETF 464287176 10455 81676 SH SOLE 0 0 81676 ISHARES U.S. REAL ESTATE ETF ETF 464287739 336 3299 SH SOLE 0 0 3299 JOHNSON & JOHNSON COM Stock 478160104 777 4719 SH SOLE 0 0 4719 JPMORGAN CHASE & CO COM Stock 46625H100 267 1719 SH SOLE 0 0 1719 LOCKHEED MARTIN CORP COM Stock 539830109 208 550 SH SOLE 0 0 550 MCDONALDS CORP COM Stock 580135101 486 2105 SH SOLE 0 0 2105 MEDTRONIC PLC SHS Stock G5960L103 224 1803 SH SOLE 0 0 1803 MERCK & CO INC COM Stock 58933Y105 238 3062 SH SOLE 0 0 3062 MICROSOFT CORP COM Stock 594918104 821 3031 SH SOLE 0 0 3031 NEXTERA ENERGY INC COM Stock 65339F101 240 3272 SH SOLE 0 0 3272 NIKE INC CL B Stock 654106103 339 2193 SH SOLE 0 0 2193 ONEOK INC NEW COM Stock 682680103 223 4011 SH SOLE 0 0 4010 PPL CORP COM Stock 69351T106 1189 42507 SH SOLE 0 0 42507 PROCTER AND GAMBLE CO COM Stock 742718109 517 3835 SH SOLE 0 0 3835 SALESFORCE COM INC COM Stock 79466L302 347 1422 SH SOLE 0 0 1422 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 931 23549 SH SOLE 0 0 23549 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 639 20868 SH SOLE 0 0 20868 TRI CONTL CORP COM CEF 895436103 331 9703 SH SOLE 0 0 9702 UNITEDHEALTH GROUP INC COM Stock 91324P102 503 1257 SH SOLE 0 0 1257 VAN ECK MERK GOLD TRUST ETF 921078101 1045 60685 SH SOLE 0 0 60685 VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 12712 67403 SH SOLE 0 0 67403 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 8488 37676 SH SOLE 0 0 37676 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 1947 22663 SH SOLE 0 0 22663 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 534 2398 SH SOLE 0 0 2398 VERIZON COMMUNICATIONS INC COM Stock 92343V104 401 7154 SH SOLE 0 0 7154 VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF ETF 92647N691 12454 326443 SH SOLE 0 0 326443 VISA INC COM CL A Stock 92826C839 513 2196 SH SOLE 0 0 2196 WEIS MKTS INC COM Stock 948849104 258 5003 SH SOLE 0 0 5003