West Tower Group, LLC Top Holdings and 13F Report (2025) About West Tower Group, LLCInvestment ActivityWest Tower Group, LLC has $38.05 million in total holdings as of March 31, 2025.West Tower Group, LLC owns shares of 60 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 27.40% of the portfolio was purchased this quarter.About 42.82% of the portfolio was sold this quarter.This quarter, West Tower Group, LLC has purchased 76 new stocks and bought additional shares in 13 stocks.West Tower Group, LLC sold shares of 16 stocks and completely divested from 38 stocks this quarter.Largest Holdings Perrigo $3,334,349Warner Bros. Discovery $2,744,144Enhabit $2,506,398Orion $1,430,692Primoris Services $1,268,761 Largest New Holdings this Quarter 26154D100 - Dream Finders Homes $1,037,760 Holding64110L106 - Netflix $466,265 Holding406216101 - Halliburton $431,290 Holding125269100 - CF Industries $429,825 Holding773903109 - Rockwell Automation $413,408 Holding Largest Purchases this Quarter Dream Finders Homes 46,000 shares (about $1.04M)GAP 49,000 shares (about $1.01M)Arcos Dorados 69,150 shares (about $557.35K)Netflix 500 shares (about $466.27K)Halliburton 17,000 shares (about $431.29K) Largest Sales this Quarter Macy's 30,160 shares (about $378.81K)Meta Platforms 600 shares (about $345.82K)Analog Devices 1,000 shares (about $201.67K)Alphabet 1,000 shares (about $154.64K)KLA 200 shares (about $135.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Tower Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPRGOPerrigo$3,334,3490.0%118,9148.8%MedicalWBDWarner Bros. Discovery$2,744,1440.0%255,7457.2%Consumer DiscretionaryEHABEnhabit$2,506,3980.0%285,1426.6%MedicalOECOrion$1,430,6920.0%110,6493.8%Basic MaterialsPRIMPrimoris Services$1,268,761$120,561 ▲10.5%22,1003.3%ConstructionGPSGAP$1,215,990$1,009,890 ▲490.0%59,0003.2%Consumer CyclicalTYLTyler Technologies$1,206,384$14,535 ▲1.2%2,0753.2%Computer and TechnologyARCOArcos Dorados$1,188,479$557,349 ▲88.3%147,4543.1%Retail/WholesaleDFHDream Finders Homes$1,037,760$1,037,760 ▲New Holding46,0002.7%ConstructionOSWOneSpaWorld$1,030,906$92,345 ▲9.8%61,4002.7%Consumer DiscretionaryEXLSExlService$1,024,457$132,188 ▼-11.4%21,7002.7%Business ServicesJJacobs Solutions$846,2300.0%7,0002.2%Business ServicesLYFTLyft$759,680$11,870 ▲1.6%64,0002.0%Computer and TechnologyGMSGMS$731,7000.0%10,0001.9%Retail/WholesaleMETAMeta Platforms$691,632$345,816 ▼-33.3%1,2001.8%Computer and TechnologyOIIOceaneering International$588,8700.0%27,0001.5%EnergyNWSANews$570,912$148,458 ▲35.1%20,9741.5%Consumer DiscretionaryMMacy's$546,172$378,810 ▼-41.0%43,4851.4%Retail/WholesaleDAKTDaktronics$523,7400.0%43,0001.4%Computer and TechnologyNFLXNetflix$466,265$466,265 ▲New Holding5001.2%Consumer DiscretionaryVZVerizon Communications$453,600$58,968 ▲14.9%10,0001.2%Computer and TechnologyPEPPepsiCo$449,820$89,964 ▲25.0%3,0001.2%Consumer StaplesLMTLockheed Martin$446,710$44,671 ▲11.1%1,0001.2%AerospaceMOSMosaic$432,160$40,515 ▼-8.6%16,0001.1%Basic MaterialsHALHalliburton$431,290$431,290 ▲New Holding17,0001.1%EnergyJNJJohnson & Johnson$431,184$49,752 ▼-10.3%2,6001.1%MedicalCFCF Industries$429,825$429,825 ▲New Holding5,5001.1%Basic MaterialsKMBKimberly-Clark$426,660$42,666 ▼-9.1%3,0001.1%Consumer StaplesCLColgate-Palmolive$421,650$74,960 ▼-15.1%4,5001.1%Consumer StaplesROKRockwell Automation$413,408$413,408 ▲New Holding1,6001.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$412,960$412,960 ▲New Holding2,0001.1%ETFSYYSysco$412,720$37,520 ▼-8.3%5,5001.1%Consumer StaplesBDXBecton, Dickinson and Company$412,308$45,812 ▼-10.0%1,8001.1%MedicalMRKMerck & Co., Inc.$403,920$8,976 ▲2.3%4,5001.1%MedicalHONHoneywell International$402,325$402,325 ▲New Holding1,9001.1%Multi-Sector ConglomeratesCOPConocoPhillips$399,076$42,008 ▼-9.5%3,8001.0%EnergyINTCIntel$397,425$397,425 ▲New Holding17,5001.0%Computer and TechnologyTXNTexas Instruments$395,340$395,340 ▲New Holding2,2001.0%Computer and TechnologyDDominion Energy$392,490$392,490 ▲New Holding7,0001.0%UtilitiesADMArcher-Daniels-Midland$384,080$384,080 ▲New Holding8,0001.0%Consumer StaplesPSXPhillips 66$382,788$86,436 ▼-18.4%3,1001.0%EnergyPPGPPG Industries$382,725$10,935 ▲2.9%3,5001.0%Basic MaterialsGPCGenuine Parts$381,248$47,656 ▼-11.1%3,2001.0%Retail/WholesaleLHXL3Harris Technologies$376,758$376,758 ▲New Holding1,8001.0%AerospaceUPSUnited Parcel Service$373,9660.0%3,4001.0%TransportationOMCOmnicom Group$373,095$373,095 ▲New Holding4,5001.0%Business ServicesDBXDropbox$361,119$26,710 ▼-6.9%13,5200.9%Computer and TechnologyNUENucor$361,020$361,020 ▲New Holding3,0000.9%Basic MaterialsDOWDOW$349,200$52,380 ▲17.6%10,0000.9%Basic MaterialsSPOTSpotify Technology$330,018$330,018 ▲New Holding6000.9%Business ServicesGOOGLAlphabet$309,280$154,640 ▼-33.3%2,0000.8%Computer and TechnologyMANHManhattan Associates$259,560$259,560 ▲New Holding1,5000.7%Computer and TechnologyIBMInternational Business Machines$248,660$248,660 ▲New Holding1,0000.7%Computer and TechnologyROKURoku$246,540$246,540 ▲New Holding3,5000.6%Consumer DiscretionaryLITELumentum$218,190$218,190 ▲New Holding3,5000.6%Computer and TechnologyNVDANVIDIA$216,760$216,760 ▲New Holding2,0000.6%Computer and TechnologyTEAMAtlassian$212,210$212,210 ▲New Holding1,0000.6%Computer and TechnologyKLACKLA$203,940$135,960 ▼-40.0%3000.5%Computer and TechnologyADIAnalog Devices$201,670$201,670 ▼-50.0%1,0000.5%Computer and TechnologyALGMAllegro MicroSystems$201,040$201,040 ▲New Holding8,0000.5%Computer and TechnologyPYPLPayPal$0$1,171,855 ▼-100.0%00.0%Computer and TechnologyHPEHewlett Packard Enterprise$0$926,590 ▼-100.0%00.0%Computer and TechnologyAAPLApple$0$626,050 ▼-100.0%00.0%Computer and TechnologyEAElectronic Arts$0$585,200 ▼-100.0%00.0%Consumer DiscretionaryMSFTMicrosoft$0$505,800 ▼-100.0%00.0%Computer and TechnologyTGTTarget$0$459,612 ▼-100.0%00.0%Retail/WholesaleUNPUnion Pacific$0$456,080 ▼-100.0%00.0%TransportationEXCExelon$0$451,680 ▼-100.0%00.0%UtilitiesAESAES$0$450,450 ▼-100.0%00.0%UtilitiesMRVLMarvell Technology$0$441,800 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$434,629 ▼-100.0%00.0%Computer and TechnologyGISGeneral Mills$0$433,636 ▼-100.0%00.0%Consumer StaplesCNPCenterPoint Energy$0$428,355 ▼-100.0%00.0%UtilitiesAWKAmerican Water Works$0$423,266 ▼-100.0%00.0%UtilitiesYUMYum! Brands$0$415,896 ▼-100.0%00.0%Retail/WholesaleKHCKraft Heinz$0$414,585 ▼-100.0%00.0%Consumer StaplesMCDMcDonald's$0$405,846 ▼-100.0%00.0%Retail/WholesaleEDConsolidated Edison$0$401,535 ▼-100.0%00.0%UtilitiesNOKNokia Oyj$0$398,700 ▼-100.0%00.0%Computer and TechnologyBAXBaxter International$0$381,996 ▼-100.0%00.0%MedicalREDDIT INC$0$326,880 ▼-100.0%00.0%CL AMBLYMobileye Global$0$298,800 ▼-100.0%00.0%Auto/Tires/TrucksCSGPCoStar Group$0$286,360 ▼-100.0%00.0%Computer and TechnologyLSCCLattice Semiconductor$0$283,250 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$249,960 ▼-100.0%00.0%Computer and TechnologyOKTAOkta$0$236,400 ▼-100.0%00.0%Computer and TechnologyAVGOBroadcom$0$231,840 ▼-100.0%00.0%Computer and TechnologyARWArrow Electronics$0$226,240 ▼-100.0%00.0%Computer and TechnologyGTLBGitLab$0$225,400 ▼-100.0%00.0%Computer and TechnologyCFLTConfluent$0$223,680 ▼-100.0%00.0%Computer and TechnologyDISWalt Disney$0$222,700 ▼-100.0%00.0%Consumer DiscretionaryARISTA NETWORKS INC$0$221,060 ▼-100.0%00.0%COM SHSONOnsemi$0$220,675 ▼-100.0%00.0%Computer and TechnologyEXTRExtreme Networks$0$217,620 ▼-100.0%00.0%Computer and TechnologyNOWServiceNow$0$212,024 ▼-100.0%00.0%Computer and TechnologyFOURShift4 Payments$0$207,560 ▼-100.0%00.0%Business ServicesCRWDCrowdStrike$0$205,296 ▼-100.0%00.0%Computer and TechnologySNAPSnap$0$140,010 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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