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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Tower Wealth Partners, Inc.

Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001951757-25-000974

Total Value
$169.2M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1VICTORY PORTFOLIOS II92647N691413,027$20.4M12.03%
2SPDR SERIES TRUST78464A409202,481$19.3M11.41%
3COLUMBIA ETF TR I19761L706492,981$18.1M10.72%
4JANUS DETROIT STR TR47103U845323,084$16.4M9.69%
5ISHARES TR464287507254,800$15.8M9.34%
6FIRST TR EXCHNG TRADED FD VI33740F755351,737$11.2M6.61%
7AMPLIFY ETF TR032108409246,945$10.5M6.21%
8SPDR INDEX SHS FDS78463X533158,944$6.1M3.58%
9FIDELITY MERRIMACK STR TR31618830965,024$3.0M1.76%
10VANGUARD INDEX FDS9229087699,277$2.8M1.67%
11SPDR SERIES TRUST78464A50847,252$2.5M1.46%
12INVESCO QQQ TRIVZ4,129$2.3M1.35%
13APPLE INCAAPL10,537$2.2M1.28%
14EXXON MOBIL CORPXOM16,562$1.8M1.06%
15PROCTER AND GAMBLE CO74271810911,136$1.8M1.05%
16ISHARES TR46428745718,694$1.5M0.92%
17VANECK MERK GOLD ETFOUNZ48,114$1.5M0.91%
18MICROSOFT CORPMSFT3,018$1.5M0.89%
19AMERICAN CENTY ETF TR02507287714,126$1.3M0.76%
20HOME DEPOT INCHD3,487$1.3M0.76%
21PPL CORPPPLC36,179$1.2M0.72%
22AMAZON COM INCAMZN5,375$1.2M0.70%
23PROSHARES TR74347B68013,492$1.1M0.65%
24INVESCO EXCH TRADED FD TR IIIVZ21,174$1.1M0.64%
25INTERNATIONAL BUSINESS MACHSINTR2,632$775,8610.46%
26BERKSHIRE HATHAWAY INC DELBRK-A1,578$766,5450.45%
27VISA INCV2,018$716,4910.42%
28META PLATFORMS INCMETA963$710,7810.42%
29AMERICAN EXPRESS COAXP2,212$705,5840.42%
30AT&T INCT-PC21,944$635,0590.38%
31GOLDMAN SACHS GROUP INCGSCE874$618,5740.37%
32MCDONALDS CORPMCD2,078$607,1290.36%
33JPMORGAN CHASE & CO.VYLD2,009$582,4290.34%
34BROADCOM INCAVGO1,972$543,5820.32%
35COSTCO WHSL CORP NEW22160K105525$519,7180.31%
36RTX CORPORATIONRTX3,358$490,3350.29%
37MORGAN STANLEY ETF TRUSTMS-PQ9,455$472,7500.28%
38CATERPILLAR INCCAT1,203$467,0170.28%
39CME GROUP INCCME1,675$461,6640.27%
40VERIZON COMMUNICATIONS INCVZ10,577$457,6670.27%
41TRI CONTL CORP89543610314,323$453,4540.27%
42JOHNSON & JOHNSONJNJ2,926$446,9460.26%
43MERCK & CO INCMRK5,625$445,3020.26%
44ONEOK INC NEWOKE5,393$440,2050.26%
45TJX COS INC NEW8725401093,513$433,8200.26%
46CHEVRON CORP NEWCVX2,952$422,6970.25%
47REPUBLIC SVCS INC7607591001,676$413,3180.24%
48AMPHENOL CORP NEW0320951014,165$411,2940.24%
49TAIWAN SEMICONDUCTOR MFG LTD8740391001,786$404,5110.24%
50BONDBLOXX ETF TRUST09789C8208,034$384,6680.23%
51CROWDSTRIKE HLDGS INCCRWD745$379,4360.22%
52ISHARES TR4642877393,994$378,5110.22%
53HONEYWELL INTL INC4385161061,561$363,5260.21%
54NVIDIA CORPORATIONNVDA2,195$346,7880.20%
55WILLIAMS COS INC9694571005,490$344,8270.20%
56FLEX LTDFLEX6,731$336,0120.20%
57SPDR SERIES TRUST78468R6633,532$323,9900.19%
58ALPHABET INCGOOG1,772$312,2800.18%
59AMGEN INCAMGN1,114$311,0400.18%
60ACCENTURE PLC IRELANDACN1,022$305,4660.18%
61APOLLO GLOBAL MGMT INC03769M1062,086$295,9410.17%
62ABBVIE INCABBV1,537$285,2980.17%
63AUTOMATIC DATA PROCESSING INADP895$276,0180.16%
64BROWN & BROWN INCBRO2,464$273,1840.16%
65TRANSDIGM GROUP INCTDG179$272,1950.16%
66ISHARES TR464287200438$271,9540.16%
67WEIS MKTS INC9488491043,634$263,4290.16%
68PNC FINL SVCS GROUP INC6934751051,374$256,1410.15%
69SEA LTDSE1,589$254,1450.15%
70COCA COLA COKO3,543$250,6670.15%
71WEC ENERGY GROUP INCWEC2,302$239,8680.14%
72DUKE ENERGY CORP NEWDUKB2,016$237,8880.14%
73KINDER MORGAN INC DELEP-PC7,703$226,4680.13%
74CARDINAL HEALTH INCCAH1,341$225,2880.13%
75F5 INCFFIV765$225,1550.13%
76MEDTRONIC PLCMDT2,570$224,0270.13%
77ARES MANAGEMENT CORPORATIONARES-PB1,293$223,9480.13%
78ESSENTIAL UTILS INC29670G1026,007$223,1000.13%
79RALPH LAUREN CORPRL812$222,7150.13%
80WATSCO INCWSO-B502$221,6930.13%
81ROYAL CARIBBEAN GROUPV7780T103697$218,2590.13%
82AIR PRODS & CHEMS INCAIIR768$216,6220.13%
83HSBC HLDGS PLCHBCYF3,499$212,7040.13%
84PALANTIR TECHNOLOGIES INCPLTR1,554$211,8410.13%
85DARDEN RESTAURANTS INCDRI953$207,7250.12%
86TEXAS INSTRS INC882508104980$203,4680.12%