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TWP

Tower Wealth Partners Portfolio holdings

AUM $181M
1-Year Est. Return 17.32%
This Fund
S&P 500
This Quarter Est. Return
+7.03%
1 Year Est. Return
+17.32%
3 Year Est. Return
+45.23%
5 Year Est. Return
+44.25%
10 Year Est. Return
–
AUM
$182M
AUM Growth
+$12.9M
Cap. Flow
+$1.93M
Cap. Flow %
1.06%
Top 10 Hldgs %
72.33%
Holding
96
New
10
Increased
51
Reduced
27
Closed
6

Top Buys

Rank Stock Value
1
META icon
Meta Platforms (Facebook)
META
+$281K
2
GLW icon
Corning
GLW
+$250K
3
HOOD icon
Robinhood
HOOD
+$242K
4
EME icon
Emcor
EME
+$241K
5
RDDT icon
Reddit
RDDT
+$230K

Top Sells

Rank Stock Value
1
APO icon
Apollo Global Management
APO
+$296K
2
BRO icon
Brown & Brown
BRO
+$273K
3
KMI icon
Kinder Morgan
KMI
+$226K
4
MDT icon
Medtronic
MDT
+$224K
5
DRI icon
Darden Restaurants
DRI
+$208K

Sector Composition

Rank Sector Weight
1 Technology 5.2%
2 Financials 3.3%
3 Consumer Discretionary 2.52%
4 Communication Services 1.65%
5 Energy 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
51
Alphabet (Google) Class A
GOOGL
$3.99T
$409K 0.22%
1,684
-88
-5% -$18.4K
FLEX icon
52
Flex
FLEX
$42.5B
$405K 0.22%
6,980
+249
+4% +$13.2K
OKE icon
53
Oneok
OKE
$56.4B
$401K 0.22%
5,490
+97
+2% +$7.43K
RSG icon
54
Republic Services
RSG
$66.7B
$390K 0.21%
1,701
+25
+1% +$5.87K
CRWD icon
55
CrowdStrike
CRWD
$183B
$373K 0.21%
3,044
+64
+2% +$7.28K
ABBV icon
56
AbbVie
ABBV
$454B
$363K 0.2%
1,569
+32
+2% +$6.52K
PLTR icon
57
Palantir
PLTR
$315B
$333K 0.18%
1,824
+270
+17% +$43.8K
WMB icon
58
Williams Companies
WMB
$86.6B
$324K 0.18%
5,110
-380
-7% -$22.3K
HOOD icon
59
Robinhood
HOOD
$85.9B
$318K 0.17%
+2,221
New +$242K
GLW icon
60
Corning
GLW
$123B
$314K 0.17%
+3,827
New +$250K
AMGN icon
61
Amgen
AMGN
$203B
$309K 0.17%
1,094
-20
-2% -$5.8K
IVV icon
62
iShares Core S&P 500 ETF
IVV
$869B
$303K 0.17%
452
+14
+3% +$9.02K
SE icon
63
Sea Limited
SE
$63.9B
$294K 0.16%
1,647
+58
+4% +$9.94K
COST icon
64
Costco
COST
$422B
$290K 0.16%
313
-212
-40% -$203K
ADP icon
65
Automatic Data Processing
ADP
$102B
$276K 0.15%
942
+47
+5% +$14.1K
PNC icon
66
PNC Financial Services
PNC
$99.6B
$273K 0.15%
1,358
-16
-1% -$3.17K
WEC icon
67
WEC Energy
WEC
$37.1B
$268K 0.15%
2,339
+37
+2% +$4.01K
RL icon
68
Ralph Lauren
RL
$22.6B
$264K 0.15%
843
+31
+4% +$9.23K
HON icon
69
Honeywell
HON
$77.9B
$260K 0.14%
1,312
-344
-21% -$71.9K
RDDT icon
70
Reddit
RDDT
$34.5B
$260K 0.14%
+1,129
New +$230K
AEM icon
71
Agnico Eagle Mines
AEM
$73B
$259K 0.14%
+1,539
New +$211K
EME icon
72
Emcor
EME
$33B
$259K 0.14%
+398
New +$241K
HSBC icon
73
HSBC
HSBC
$357B
$258K 0.14%
3,633
+134
+4% +$8.71K
FFIV icon
74
F5
FFIV
$23B
$257K 0.14%
794
+29
+4% +$9.08K
APP icon
75
Applovin
APP
$139B
$251K 0.14%
+350
New +$161K
1 2
3
4

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Tower Wealth Partners's Q3 2025 Portfolio in Review

As of Q3 2025, Tower Wealth Partners held 96 positions worth $182M, up 7.6% from $169M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Tower Wealth Partners's Q3 2025 filing shows 10 new, 51 increased, 27 reduced and 6 closed positions. Its largest new stake was Corning: 3,827 shares worth $314K. The largest sale was Apollo Global Management, an estimated $296K.

By sector, the portfolio is most concentrated in Technology at 5.2% of assets, up from 4.8% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Tower Wealth Partners's largest Q3 2025 buy was Corning: 3,827 shares worth $314K.
  • Tower Wealth Partners added most to Meta Platforms (Facebook) in Q3 2025, an estimated $281K increase.
  • Tower Wealth Partners's biggest Q3 2025 reduction was Costco, cutting an estimated $203K.
  • Tower Wealth Partners fully exited Apollo Global Management in Q3 2025, selling an estimated $296K.
  • Tower Wealth Partners's ten largest holdings make up 72% of its $182M portfolio in Q3 2025.
  • Tower Wealth Partners opened 10 new positions and closed 6 in Q3 2025.
  • Tower Wealth Partners's portfolio value rose 7.6% quarter-over-quarter to $182M.

Based on Tower Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.