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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Decreased 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
   (FMB)1 Year Chart         FMB First Trust Managed Municipal 13 - $0.00 $2,061,000 40,124 1.34% -45,000 -646 0.128    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp 21 - $413.72 $1,128,000 2,680 0.73% 111,000 -24 0    Application Software
   (MRK)1 Year Chart         MRK Merck & Co Inc 24 - $131.20 $819,000 6,204 0.53% 101,000 -383 0    Drug Manufacturers - ...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 28 - $411.22 $643,000 1,528 0.42% -9,000 -300 0    Property & Casualty I...
   (OKE)1 Year Chart         OKE ONEOK Inc 36 - $80.60 $411,000 5,129 0.27% 48,000 -39 0.001    Gas Utilities
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 39 - $151.22 $393,000 2,484 0.26% -173,000 -1,126 0    Drug Manufacturers - ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 43 - $198.73 $354,000 1,767 0.23% -66,000 -700 0    Domestic Money Center...
   (T)1 Year Chart         T AT&T Corp 44 - $17.26 $352,000 20,001 0.23% 15,000 -75 0    Long Distance Carriers
   (CME)1 Year Chart         CME CME Group Inc 46 - $209.92 $336,000 1,560 0.22% -9,000 -78 0    Business Services
   (WMK)1 Year Chart         WMK Weis Markets Inc 51 - $65.66 $243,000 3,769 0.16% -77,000 -1,234 0.014    Grocery Stores
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc 52 - $247.80 $237,000 950 0.15% 5,000 -45 0    Business Software & S...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 53 - $1,337.51 $235,000 177 0.15% -105,000 -128 0    Semiconductor- Broad...
   (WSO)1 Year Chart         WSO Watsco Inc 58 - $479.46 $209,000 483 0.14% -6,000 -19 0.001    Building Materials Wh...
      13 Records Found
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