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  Name: Tower Wealth Partners Inc.
  City: LEWISBURG
  State: PA
  Zip: 17837
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $154,007,000
  Total Value Change : $12,473,000
  Securities Held Change : 2
   
All Securities Held : 58
  New Positions : 3
  Closed Positions : 1
  Increased Positions : 40
  Unchanged Positions : 2
  Decreased Positions : 13

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Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PPL)1 Year Chart         PPL PPL Corp 22 - $29.17 $1,078,000 39,143 0.7% 17,000 0 0.005    Electric Utilities
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 30 - $258.19 $577,000 2,220 0.37% 50,000 0 0    Closed - End Fund - E...

      2 Records Found
  1    
Page 1 of 1
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