Portfolio (Quarterly)
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Tower Wealth Partners, Inc.
· CIK 0001852808| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 8,963.0 | $1.3M | 0.65% | NEW | — | $146.64 | -0.3% |
| 22 | GOOGL | ALPHABET INC | Communication Services | 3,550.0 | $1.3M | 0.63% | NEW | — | $357.37 | -6.3% |
| 23 | PPL | PPL CORP | Utilities | 34,783.0 | $1.3M | 0.62% | NEW | — | $36.35 | -5.2% |
| 24 | HD | HOME DEPOT INC | Consumer Cyclical | 3,426.0 | $1.2M | 0.60% | NEW | — | $352.68 | -9.3% |
| 25 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 2,275.0 | $1.1M | 0.54% | NEW | — | $477.57 | -13.3% |
| 26 | GLW | CORNING INC | Technology | 4,206.0 | $1.1M | 0.53% | NEW | — | $255.43 | -43.0% |
| 27 | FLEX | FLEX LTD | Technology | 5,498.0 | $891K | 0.44% | NEW | — | $162.07 | -34.1% |
| 28 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,655.0 | $871K | 0.43% | NEW | — | $238.34 | +7.0% |
| 29 | APH | AMPHENOL CORP | Technology | 4,746.0 | $837K | 0.41% | NEW | — | $176.32 | -7.5% |
| 30 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,578.0 | $790K | 0.39% | NEW | — | $500.39 | — |
| 31 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 734.0 | $742K | 0.37% | NEW | — | $1011.37 | -0.9% |
| 32 | NVDA | NVIDIA CORPORATION | Technology | 3,626.0 | $726K | 0.36% | NEW | — | $200.09 | +8.7% |
| 33 | JNJ | JOHNSON & JOHNSON | Healthcare | 2,818.0 | $716K | 0.35% | NEW | — | $253.97 | +6.8% |
| 34 | CAT | CATERPILLAR INC | Industrials | 657.0 | $700K | 0.34% | NEW | — | $1064.90 | -26.8% |
| 35 | CVX | CHEVRON CORPORATION | Energy | 4,162.0 | $690K | 0.34% | NEW | — | $165.76 | +27.3% |
| 36 | AVGO | BROADCOM INC | Technology | 1,751.0 | $661K | 0.33% | NEW | — | $377.75 | -2.1% |
| 37 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,318.0 | $627K | 0.31% | NEW | — | $270.31 | -3.4% |
| 38 | MRK | MERCK & CO INC | Healthcare | 4,683.0 | $602K | 0.30% | NEW | — | $128.49 | +16.7% |
| 39 | JPM | JPMORGAN CHASE & CO | Financial Services | 1,818.0 | $595K | 0.29% | NEW | — | $327.33 | +8.4% |
| 40 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 2,070.0 | $582K | 0.29% | NEW | — | $281.21 | -17.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
27.6%
Financial Services
23.8%
Consumer Cyclical
8.8%
Industrials
8.1%
Energy
8.1%
Healthcare
7.3%
Consumer Defensive
5.8%
Utilities
5.0%
Communication Services
4.7%
Basic Materials
0.9%