0001852808-22-000002.txt : 20220415 0001852808-22-000002.hdr.sgml : 20220415 20220415151620 ACCESSION NUMBER: 0001852808-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220415 DATE AS OF CHANGE: 20220415 EFFECTIVENESS DATE: 20220415 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: 22829886 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 03-31-2022 03-31-2022 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 04-15-2022 0 48 92072 false INFORMATION TABLE 2 13F_TowerWealth_20220331.xml AMAZON COM INC COM Stock 023135106 440 135 SH SOLE 0 0 135 APPLE INC COM Stock 037833100 2240 12829 SH SOLE 0 0 12829 AUTOMATIC DATA PROCESSING INC COM Stock 053015103 216 950 SH SOLE 0 0 950 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 635 1800 SH SOLE 0 0 1800 CHEVRON CORP NEW COM Stock 166764100 534 3279 SH SOLE 0 0 3279 DEERE & CO COM Stock 244199105 228 549 SH SOLE 0 0 549 DOW INC COM Stock 260557103 202 3171 SH SOLE 0 0 3171 F N B CORP COM Stock 302520101 222 17855 SH SOLE 0 0 17855 HOME DEPOT INC COM Stock 437076102 1105 3691 SH SOLE 0 0 3691 ISHARES TIPS BOND ETF ETF 464287176 7610 61094 SH SOLE 0 0 61094 ISHARES CORE S&P 500 ETF ETF 464287200 1201 2647 SH SOLE 0 0 2647 ISHARES U.S. REAL ESTATE ETF ETF 464287739 352 3256 SH SOLE 0 0 3256 ISHARES S&P SMALL-CAP FUND ETF 464287804 609 5648 SH SOLE 0 0 5648 ISHARES GOVERNMENT/CREDIT BOND ETF ETF 464288596 358 3155 SH SOLE 0 0 3155 JOHNSON & JOHNSON COM Stock 478160104 699 3942 SH SOLE 0 0 3942 MCDONALDS CORP COM Stock 580135101 448 1811 SH SOLE 0 0 1811 MICROSOFT CORP COM Stock 594918104 716 2321 SH SOLE 0 0 2321 ONEOK INC NEW COM Stock 682680103 285 4035 SH SOLE 0 0 4035 PROCTER AND GAMBLE CO COM Stock 742718109 500 3273 SH SOLE 0 0 3273 TRI CONTL CORP COM CEF 895436103 339 10990 SH SOLE 0 0 10990 UNITED PARCEL SERVICE INC CL B Stock 911312106 503 2344 SH SOLE 0 0 2344 VAN ECK MERK GOLD TRUST ETF 921078101 1154 61259 SH SOLE 0 0 61259 VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 1855 23318 SH SOLE 0 0 23318 VANGUARD EXTENDED MARKET INDEX FUND ETF 922908652 12581 75942 SH SOLE 0 0 75942 VANGUARD SMALL-CAP INDEX FUND ETF 922908751 9450 44467 SH SOLE 0 0 44467 VANGUARD TOTAL STOCK MARKET INDEX FUND ETF 922908769 546 2398 SH SOLE 0 0 2398 WEIS MKTS INC COM Stock 948849104 357 5003 SH SOLE 0 0 5003 INVESCO QQQ TRUST ETF 46090E103 1249 3444 SH SOLE 0 0 3444 AT&T INC COM Stock 00206R102 461 19509 SH SOLE 0 0 19509 CISCO SYS INC COM Stock 17275R102 231 4136 SH SOLE 0 0 4136 ESSENTIAL UTILS INC COM Stock 29670G102 451 8824 SH SOLE 0 0 8824 EXXON MOBIL CORP COM Stock 30231G102 1341 16232 SH SOLE 0 0 16232 FIRST TRUST MANAGED MUNICIPAL ETF ETF 33739N108 3032 57142 SH SOLE 0 0 57142 FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF ETF 33740F805 5710 115164 SH SOLE 0 0 115164 GOLDMAN SACHS GROUP INC COM Stock 38141G104 266 807 SH SOLE 0 0 807 INTERCONTINENTAL EXCHANGE INC COM Stock 45866F104 344 2607 SH SOLE 0 0 2607 ISHARES MSCI USA MOMENTUM FACTOR ETF ETF 46432F396 11146 66241 SH SOLE 0 0 66241 JPMORGAN CHASE & CO COM Stock 46625H100 236 1733 SH SOLE 0 0 1733 MARATHON PETE CORP COM Stock 56585A102 230 2695 SH SOLE 0 0 2695 MERCK & CO INC COM Stock 58933Y105 396 4828 SH SOLE 0 0 4828 NEXTERA ENERGY INC COM Stock 65339F101 263 3103 SH SOLE 0 0 3103 PPL CORP COM Stock 69351T106 1175 41138 SH SOLE 0 0 41138 SPDR PORTFOLIO S&P 500 VALUE ETF ETF 78464A508 978 23417 SH SOLE 0 0 23417 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 622 20969 SH SOLE 0 0 20969 UNITEDHEALTH GROUP INC COM Stock 91324P102 658 1291 SH SOLE 0 0 1291 VERIZON COMMUNICATIONS INC COM Stock 92343V104 258 5067 SH SOLE 0 0 5067 VICTORYSHARES US MULTI-FACTOR MINIMUM VOLATILITY ETF ETF 92647N691 17251 414495 SH SOLE 0 0 414495 VISA INC COM CL A Stock 92826C839 389 1756 SH SOLE 0 0 1756