0001951757-24-000099.txt : 20240122 0001951757-24-000099.hdr.sgml : 20240122 20240122093047 ACCESSION NUMBER: 0001951757-24-000099 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240122 DATE AS OF CHANGE: 20240122 EFFECTIVENESS DATE: 20240122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tower Wealth Partners, Inc. CENTRAL INDEX KEY: 0001852808 ORGANIZATION NAME: 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: 24547277 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 X0202 13F-HR LIVE false false false 0001852808 XXXXXXXX 12-31-2023 12-31-2023 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 01-22-2024 0 56 141531619 false INFORMATION TABLE 2 F_13F_TowerWealth_Q42023.xml AMAZON COM INC COM 023135106 507632 3341 SH SOLE 0 0 3341 INVESCO QQQ TR UNIT SER 1 46090E103 1529967 3736 SH SOLE 0 0 3736 JOHNSON & JOHNSON COM 478160104 565831 3610 SH SOLE 0 0 3610 VANGUARD INDEX FDS TOTAL STK MKT 922908769 526628 2220 SH SOLE 0 0 2220 GOLDMAN SACHS GROUP INC COM 38141G104 423575 1098 SH SOLE 0 0 1098 WATSCO INC COM 942622200 215092 502 SH SOLE 0 0 502 PROCTER AND GAMBLE CO COM 742718109 715555 4883 SH SOLE 0 0 4883 UNITED PARCEL SERVICE INC CL B 911312106 228612 1454 SH SOLE 0 0 1454 CME GROUP INC COM 12572Q105 344963 1638 SH SOLE 0 0 1638 MERCK & CO INC COM 58933Y105 718132 6587 SH SOLE 0 0 6587 VERIZON COMMUNICATIONS INC COM 92343V104 361543 9590 SH SOLE 0 0 9590 AMPLIFY ETF TR CWP ENHANCED DIV 032108409 11860365 324497 SH SOLE 0 0 324497 HOME DEPOT INC COM 437076102 1139803 3289 SH SOLE 0 0 3289 AUTOMATIC DATA PROCESSING IN COM 053015103 231805 995 SH SOLE 0 0 995 VICTORY PORTFOLIOS II VICTORYSHS US 92647N691 16483796 391809 SH SOLE 0 0 391809 ISHARES TR U.S. REAL ES ETF 464287739 333372 3647 SH SOLE 0 0 3647 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 651974 1828 SH SOLE 0 0 1828 MICROSOFT CORP COM 594918104 1016812 2704 SH SOLE 0 0 2704 ISHARES TR 0-5 YR TIPS ETF 46429B747 3551310 36021 SH SOLE 0 0 36021 AMERICAN CENTY ETF TR US SML CP VALU 025072877 11664571 129895 SH SOLE 0 0 129895 PPL CORP COM 69351T106 1060775 39143 SH SOLE 0 0 39143 TRI CONTL CORP COM 895436103 353373 12257 SH SOLE 0 0 12257 QUANTA SVCS INC COM 74762E102 211052 978 SH SOLE 0 0 978 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 9578538 360502 SH SOLE 0 0 360502 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 9562332 190106 SH SOLE 0 0 190106 ISHARES TR GLOBAL 100 ETF 464287572 9942207 123475 SH SOLE 0 0 123475 VISA INC COM CL A 92826C839 613645 2357 SH SOLE 0 0 2357 BROADCOM INC COM 11135F101 340456 305 SH SOLE 0 0 305 DBX ETF TR XTRACK MSCI EMRG 233051101 4764555 206526 SH SOLE 0 0 206526 WEIS MKTS INC COM 948849104 319992 5003 SH SOLE 0 0 5003 MCDONALDS CORP COM 580135101 574636 1938 SH SOLE 0 0 1938 CISCO SYS INC COM 17275R102 213599 4228 SH SOLE 0 0 4228 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 8841109 191906 SH SOLE 0 0 191906 AT&T INC COM 00206R102 336875 20076 SH SOLE 0 0 20076 ONEOK INC NEW COM 682680103 362881 5168 SH SOLE 0 0 5168 ISHARES TR GOV/CRED BD ETF 464288596 390403 3710 SH SOLE 0 0 3710 SALESFORCE INC COM 79466L302 224458 853 SH SOLE 0 0 853 REPUBLIC SVCS INC COM 760759100 209271 1269 SH SOLE 0 0 1269 JPMORGAN CHASE & CO COM 46625H100 419637 2467 SH SOLE 0 0 2467 CHEVRON CORP NEW COM 166764100 537125 3601 SH SOLE 0 0 3601 WALMART INC COM 931142103 342573 2173 SH SOLE 0 0 2173 INTERNATIONAL BUSINESS MACHS COM 459200101 264951 1620 SH SOLE 0 0 1620 CATERPILLAR INC COM 149123101 272608 922 SH SOLE 0 0 922 VANECK MERK GOLD TR GOLD TRUST 921078101 1068040 53509 SH SOLE 0 0 53509 ISHARES TR 7-10 YR TRSY BD 464287440 655356 6799 SH SOLE 0 0 6799 WISDOMTREE TR INTRST RATE HDGE 97717W380 1916838 87447 SH SOLE 0 0 87447 ESSENTIAL UTILS INC COM 29670G102 232130 6215 SH SOLE 0 0 6215 SPDR SER TR PRTFLO S&P500 GW 78464A409 11741769 180476 SH SOLE 0 0 180476 SPDR SER TR PRTFLO S&P500 VL 78464A508 1932347 41440 SH SOLE 0 0 41440 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 33739N108 2106362 40770 SH SOLE 0 0 40770 PROSHARES TR S&P MDCP 400 DIV 74347B680 853486 11601 SH SOLE 0 0 11601 EXXON MOBIL CORP COM 30231G102 1613777 16141 SH SOLE 0 0 16141 UNITEDHEALTH GROUP INC COM 91324P102 513308 975 SH SOLE 0 0 975 ISHARES TR CORE S&P MCP ETF 464287507 13850848 49976 SH SOLE 0 0 49976 APPLE INC COM 037833100 1781288 9252 SH SOLE 0 0 9252 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 457681 5008 SH SOLE 0 0 5008