0001852808-22-000001.txt : 20220211 0001852808-22-000001.hdr.sgml : 20220211 20220211112010 ACCESSION NUMBER: 0001852808-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220211 DATE AS OF CHANGE: 20220211 EFFECTIVENESS DATE: 20220211 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: 22617923 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 12-31-2021 12-31-2021 Tower Wealth Partners, Inc.

1000 MARKET SREET LEWISBURG PA 17837

13F HOLDINGS REPORT 028-21131 N DARIN M. KOSS (570) 524-7200 DARIN M. KOSS Lewisburg PA 02-11-2022 0 49 98682 false INFORMATION TABLE 2 13F_TowerWealth_20211221.xml VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF ETF 92647N691 17401 413324 SH SOLE 0 0 413324 VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 13532 74003 SH SOLE 0 0 74003 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 11715 64434 SH SOLE 0 0 64434 ISHARES TIPS BOND ETF ETF 464287176 10413 80593 SH SOLE 0 0 80593 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 9883 43729 SH SOLE 0 0 43729 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF ETF 33740F805 6046 113619 SH SOLE 0 0 113619 FIRST TRUST MANAGED MUNICIPAL ETF ETF 33739N108 3278 57536 SH SOLE 0 0 57536 APPLE INC COM Stock 037833100 2427 13668 SH SOLE 0 0 13668 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 1970 23245 SH SOLE 0 0 23245 HOME DEPOT INC COM Stock 437076102 1602 3860 SH SOLE 0 0 3860 INVESCO QQQ TRUST ETF 46090E103 1378 3463 SH SOLE 0 0 3463 ISHARES CORE S&P 500 ETF ETF 464287200 1301 2727 SH SOLE 0 0 2727 PPL CORP COM Stock 69351T106 1237 41138 SH SOLE 0 0 41138 VAN ECK MERK GOLD TRUST ETF 921078101 1097 61713 SH SOLE 0 0 61713 EXXON MOBIL CORP COM Stock 30231G102 1044 17060 SH SOLE 0 0 17060 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 990 23572 SH SOLE 0 0 23572 MICROSOFT CORP COM Stock 594918104 878 2612 SH SOLE 0 0 2612 UNITEDHEALTH GROUP INC COM Stock 91324P102 672 1338 SH SOLE 0 0 1338 JOHNSON & JOHNSON COM Stock 478160104 669 3913 SH SOLE 0 0 3913 ISHARES S&P SMALL-CAP FUND ETF 464287804 648 5660 SH SOLE 0 0 5660 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 637 20945 SH SOLE 0 0 20945 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 579 2398 SH SOLE 0 0 2398 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 538 1800 SH SOLE 0 0 1800 PROCTER AND GAMBLE CO COM Stock 742718109 529 3234 SH SOLE 0 0 3234 CHEVRON CORP NEW COM Stock 166764100 498 4240 SH SOLE 0 0 4240 ESSENTIAL UTILS INC COM Stock 29670G102 489 9114 SH SOLE 0 0 9114 MCDONALDS CORP COM Stock 580135101 488 1820 SH SOLE 0 0 1820 AT&T INC COM Stock 00206R102 472 19181 SH SOLE 0 0 19181 AMAZON COM INC COM Stock 023135106 450 135 SH SOLE 0 0 135 ISHARES GOVERNMENT/CREDIT BOND ETF ETF 464288596 382 3142 SH SOLE 0 0 3142 ISHARES U.S. REAL ESTATE ETF ETF 464287739 380 3273 SH SOLE 0 0 3273 VISA INC COM CL A Stock 92826C839 366 1691 SH SOLE 0 0 1691 TRI CONTL CORP COM CEF 895436103 362 10893 SH SOLE 0 0 10893 NIKE INC CL B Stock 654106103 354 2123 SH SOLE 0 0 2123 UNITED PARCEL SERVICE INC CL B Stock 911312106 349 1630 SH SOLE 0 0 1630 JPMORGAN CHASE & CO COM Stock 46625H100 340 2147 SH SOLE 0 0 2147 WEIS MKTS INC COM Stock 948849104 330 5003 SH SOLE 0 0 5003 GOLDMAN SACHS GROUP INC COM Stock 38141G104 299 782 SH SOLE 0 0 782 NEXTERA ENERGY INC COM Stock 65339F101 294 3150 SH SOLE 0 0 3150 HONEYWELL INTL INC COM Stock 438516106 283 1356 SH SOLE 0 0 1356 MERCK & CO INC COM Stock 58933Y105 262 3414 SH SOLE 0 0 3414 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 245 993 SH SOLE 0 0 993 AIR PRODS & CHEMS INC COM Stock 009158106 243 800 SH SOLE 0 0 800 VERIZON COMMUNICATIONS INC COM Stock 92343V104 242 4665 SH SOLE 0 0 4665 ONEOK INC NEW COM Stock 682680103 235 3994 SH SOLE 0 0 3994 CISCO SYS INC COM Stock 17275R102 226 3569 SH SOLE 0 0 3569 F N B CORP COM Stock 302520101 217 17855 SH SOLE 0 0 17855 SALESFORCE COM INC COM Stock 79466L302 210 825 SH SOLE 0 0 825 CATERPILLAR INC COM Stock 149123101 202 975 SH SOLE 0 0 975