0001852808-21-000004.txt : 20211115 0001852808-21-000004.hdr.sgml : 20211115 20211115105706 ACCESSION NUMBER: 0001852808-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211407385 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 09-30-2021 09-30-2021 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 11-15-2021 0 49 94848 false INFORMATION TABLE 2 13F_TowerWealth_20210930.xml AMAZON COM INC COM Stock 023135106 443 135 SH SOLE 0 0 135 INVESCO QQQ TRUST ETF 46090E103 1256 3508 SH SOLE 0 0 3508 JOHNSON & JOHNSON COM Stock 478160104 755 4675 SH SOLE 0 0 4675 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 532 2398 SH SOLE 0 0 2398 VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 12801 70195 SH SOLE 0 0 70195 GOLDMAN SACHS GROUP INC COM Stock 38141G104 294 777 SH SOLE 0 0 777 PROCTER AND GAMBLE CO COM Stock 742718109 545 3900 SH SOLE 0 0 3900 MEDTRONIC PLC SHS Stock G5960L103 232 1849 SH SOLE 0 0 1849 MERCK & CO INC COM Stock 58933Y105 331 4411 SH SOLE 0 0 4411 ISHARES TIPS BOND ETF ETF 464287176 10325 80862 SH SOLE 0 0 80862 VERIZON COMMUNICATIONS INC COM Stock 92343V104 357 6618 SH SOLE 0 0 6618 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF ETF 33740F805 7142 133373 SH SOLE 0 0 133373 HONEYWELL INTL INC COM Stock 438516106 327 1539 SH SOLE 0 0 1539 HOME DEPOT INC COM Stock 437076102 1198 3650 SH SOLE 0 0 3650 VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF ETF 92647N691 15232 398541 SH SOLE 0 0 398541 ISHARES U.S. REAL ESTATE ETF ETF 464287739 340 3317 SH SOLE 0 0 3317 JPMORGAN ULTRA-SHORT INCOME ETF ETF 46641Q837 382 7525 SH SOLE 0 0 7525 ISHARES S&P SMALL-CAP FUND ETF 464287804 620 5675 SH SOLE 0 0 5675 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 491 1800 SH SOLE 0 0 1800 NEWMONT CORP COM Stock 651639106 204 3755 SH SOLE 0 0 3755 MICROSOFT CORP COM Stock 594918104 867 3076 SH SOLE 0 0 3076 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 9145 41819 SH SOLE 0 0 41819 NEXTERA ENERGY INC COM Stock 65339F101 257 3267 SH SOLE 0 0 3267 NIKE INC CL B Stock 654106103 236 1623 SH SOLE 0 0 1623 AIR PRODS & CHEMS INC COM Stock 009158106 213 833 SH SOLE 0 0 833 PPL CORP COM Stock 69351T106 1108 39741 SH SOLE 0 0 39741 TRI CONTL CORP COM CEF 895436103 327 9789 SH SOLE 0 0 9789 F N B CORP COM Stock 302520101 207 17855 SH SOLE 0 0 17855 VISA INC COM CL A Stock 92826C839 393 1766 SH SOLE 0 0 1766 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 1979 23157 SH SOLE 0 0 23157 WEIS MKTS INC COM Stock 948849104 263 5003 SH SOLE 0 0 5003 MCDONALDS CORP COM Stock 580135101 523 2168 SH SOLE 0 0 2168 AT&T INC COM Stock 00206R102 518 19181 SH SOLE 0 0 19181 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 641 20941 SH SOLE 0 0 20941 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 11436 65125 SH SOLE 0 0 65125 ISHARES CORE S&P 500 ETF ETF 464287200 1172 2720 SH SOLE 0 0 2720 ONEOK INC NEW COM Stock 682680103 235 4059 SH SOLE 0 0 4059 ISHARES GOVERNMENT/CREDIT BOND ETF ETF 464288596 382 3136 SH SOLE 0 0 3136 SALESFORCE COM INC COM Stock 79466L302 224 825 SH SOLE 0 0 825 JPMORGAN CHASE & CO COM Stock 46625H100 290 1774 SH SOLE 0 0 1774 CHEVRON CORP NEW COM Stock 166764100 432 4255 SH SOLE 0 0 4255 3M CO COM Stock 88579Y101 225 1285 SH SOLE 0 0 1285 VAN ECK MERK GOLD TRUST ETF 921078101 1053 61601 SH SOLE 0 0 61601 ESSENTIAL UTILS INC COM Stock 29670G102 449 9737 SH SOLE 0 0 9737 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 924 23683 SH SOLE 0 0 23683 FIRST TRUST MANAGED MUNICIPAL ETF ETF 33739N108 3989 70246 SH SOLE 0 0 70246 EXXON MOBIL CORP COM Stock 30231G102 1004 17064 SH SOLE 0 0 17064 UNITEDHEALTH GROUP INC COM Stock 91324P102 532 1362 SH SOLE 0 0 1362 APPLE INC COM Stock 037833100 2017 14253 SH SOLE 0 0 14253