West Tower Group, LLC Top Holdings and 13F Report (2025) About West Tower Group, LLCInvestment ActivityWest Tower Group, LLC has $46.11 million in total holdings as of June 30, 2025.West Tower Group, LLC owns shares of 73 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 35.88% of the portfolio was purchased this quarter.About 22.81% of the portfolio was sold this quarter.This quarter, West Tower Group, LLC has purchased 60 new stocks and bought additional shares in 14 stocks.West Tower Group, LLC sold shares of 10 stocks and completely divested from 23 stocks this quarter.Largest Holdings Perrigo $3,177,382Warner Bros. Discovery $3,153,448Enhabit $2,748,769Primoris Services $1,995,264GAP $1,749,162 Largest New Holdings this Quarter 464287168 - iShares Select Dividend ETF $1,726,530 Holding82706C108 - Silicon Motion Technology $924,591 Holding75734B100 - REDDIT INC $707,679 Holding11135F101 - Broadcom $551,300 Holding92538J106 - Vertex $459,355 Holding Largest Purchases this Quarter iShares Select Dividend ETF 13,000 shares (about $1.73M)Silicon Motion Technology 12,300 shares (about $924.59K)REDDIT INC 4,700 shares (about $707.68K)Broadcom 2,000 shares (about $551.30K)News 17,480 shares (about $519.51K) Largest Sales this Quarter GMS 8,000 shares (about $870K)Dream Finders Homes 23,000 shares (about $577.99K)Netflix 300 shares (about $401.74K)Spotify Technology 300 shares (about $230.20K)Lyft 8,000 shares (about $126.08K) 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$3,177,3820.0%118,9146.9%MedicalWBDWarner Bros. Discovery$3,153,448$222,610 ▲7.6%275,1706.8%Consumer DiscretionaryEHABEnhabit$2,748,7690.0%285,1426.0%MedicalPRIMPrimoris Services$1,995,264$272,790 ▲15.8%25,6004.3%ConstructionGPSGAP$1,749,162$462,372 ▲35.9%80,2003.8%Consumer CyclicalDVYiShares Select Dividend ETF$1,726,530$1,726,530 ▲New Holding13,0003.7%ETFARCOArcos Dorados$1,546,440$383,028 ▲32.9%196,0003.4%Retail/WholesaleTYLTyler Technologies$1,289,427$59,284 ▲4.8%2,1752.8%Computer and TechnologyOSWOneSpaWorld$1,251,9460.0%61,4002.7%Consumer DiscretionaryOECOrion$1,160,7080.0%110,6492.5%Basic MaterialsNWSANews$1,142,853$519,506 ▲83.3%38,4542.5%Consumer DiscretionaryEXLSExlService$1,081,613$131,370 ▲13.8%24,7002.3%Computer and TechnologySIMOSilicon Motion Technology$924,591$924,591 ▲New Holding12,3002.0%Computer and TechnologyJJacobs Solutions$920,1500.0%7,0002.0%Business ServicesLYFTLyft$882,560$126,080 ▼-12.5%56,0001.9%Computer and TechnologyMETAMeta Platforms$811,899$73,809 ▼-8.3%1,1001.8%Computer and TechnologyREDDIT INC$707,679$707,679 ▲New Holding4,7001.5%CL AROKURoku$703,120$395,505 ▲128.6%8,0001.5%Consumer DiscretionaryDAKTDaktronics$604,800$45,360 ▼-7.0%40,0001.3%ManufacturingDFHDream Finders Homes$577,990$577,990 ▼-50.0%23,0001.3%ConstructionOIIOceaneering International$559,4400.0%27,0001.2%EnergyAVGOBroadcom$551,300$551,300 ▲New Holding2,0001.2%Computer and TechnologyMMacy's$507,0350.0%43,4851.1%Retail/WholesaleDBXDropbox$501,072$114,400 ▲29.6%17,5201.1%Computer and TechnologyVERXVertex$459,355$459,355 ▲New Holding13,0001.0%Computer and TechnologySYYSysco$454,440$37,870 ▲9.1%6,0001.0%Consumer StaplesPEPPepsiCo$435,732$39,612 ▲10.0%3,3000.9%Consumer StaplesVZVerizon Communications$432,7000.0%10,0000.9%Computer and TechnologyAMDAdvanced Micro Devices$425,700$425,700 ▲New Holding3,0000.9%Computer and TechnologyUNPUnion Pacific$414,144$414,144 ▲New Holding1,8000.9%TransportationSOSouthern$413,235$413,235 ▲New Holding4,5000.9%UtilitiesOKEONEOK$408,150$408,150 ▲New Holding5,0000.9%EnergyUPSUnited Parcel Service$403,760$60,564 ▲17.6%4,0000.9%TransportationDUKDuke Energy$401,200$401,200 ▲New Holding3,4000.9%UtilitiesPGProcter & Gamble$398,300$398,300 ▲New Holding2,5000.9%Consumer StaplesJNJJohnson & Johnson$397,1500.0%2,6000.9%MedicalKDPKeurig Dr Pepper$396,720$396,720 ▲New Holding12,0000.9%Consumer StaplesBDXBecton, Dickinson and Company$396,175$86,125 ▲27.8%2,3000.9%MedicalDDominion Energy$395,6400.0%7,0000.9%UtilitiesITWIllinois Tool Works$395,600$395,600 ▲New Holding1,6000.9%IndustrialsTGTTarget$394,600$394,600 ▲New Holding4,0000.9%Retail/WholesaleKMBKimberly-Clark$386,7600.0%3,0000.8%Consumer StaplesCLColgate-Palmolive$381,780$27,270 ▼-6.7%4,2000.8%Consumer StaplesMRKMerck & Co., Inc.$372,052$15,832 ▲4.4%4,7000.8%MedicalLMTLockheed Martin$370,512$92,628 ▼-20.0%8000.8%AerospaceBMYBristol Myers Squibb$370,320$370,320 ▲New Holding8,0000.8%MedicalGOOGLAlphabet$352,4600.0%2,0000.8%Computer and TechnologyCAGConagra Brands$347,990$347,990 ▲New Holding17,0000.8%Consumer StaplesDDOGDatadog$335,825$335,825 ▲New Holding2,5000.7%Computer and TechnologyMRVLMarvell Technology$309,600$309,600 ▲New Holding4,0000.7%Computer and TechnologyPANWPalo Alto Networks$306,960$306,960 ▲New Holding1,5000.7%Computer and TechnologyTHE CAMPBELLS COMPANY$306,500$306,500 ▲New Holding10,0000.7%COMSAPSAP$304,100$304,100 ▲New Holding1,0000.7%Computer and TechnologyFOURShift4 Payments$297,330$297,330 ▲New Holding3,0000.6%Business ServicesSLABSilicon Laboratories$294,720$294,720 ▲New Holding2,0000.6%Computer and TechnologyCSCOCisco Systems$277,520$277,520 ▲New Holding4,0000.6%Computer and TechnologyMAPLEBEAR INC$271,440$271,440 ▲New Holding6,0000.6%COMKLACKLA$268,7220.0%3000.6%Computer and TechnologyNFLXNetflix$267,826$401,739 ▼-60.0%2000.6%Consumer DiscretionaryNXPINXP Semiconductors$262,188$262,188 ▲New Holding1,2000.6%Computer and TechnologyCYBRCyberArk Software$244,128$244,128 ▲New Holding6000.5%Computer and TechnologySTMSTMicroelectronics$243,280$243,280 ▲New Holding8,0000.5%Computer and TechnologyIBMInternational Business Machines$235,824$58,956 ▼-20.0%8000.5%Computer and TechnologySPOTSpotify Technology$230,202$230,202 ▼-50.0%3000.5%Computer and TechnologyHUT 8 CORP$223,200$223,200 ▲New Holding12,0000.5%COMCOHRCoherent$223,025$223,025 ▲New Holding2,5000.5%Business ServicesORCLOracle$218,630$218,630 ▲New Holding1,0000.5%Computer and TechnologyGMSGMS$217,500$870,000 ▼-80.0%2,0000.5%Retail/WholesaleMDBMongoDB$209,990$209,990 ▲New Holding1,0000.5%Computer and TechnologyPTONPeloton Interactive$208,200$208,200 ▲New Holding30,0000.5%Consumer DiscretionaryPALANTIR TECHNOLOGIES INC$204,480$204,480 ▲New Holding1,5000.4%CL AETSYEtsy$200,640$200,640 ▲New Holding4,0000.4%Retail/WholesaleNVTSNavitas Semiconductor$65,500$65,500 ▲New Holding10,0000.1%Computer and TechnologyMOSMosaic$0$432,160 ▼-100.0%00.0%Basic MaterialsHALHalliburton$0$431,290 ▼-100.0%00.0%EnergyCFCF Industries$0$429,825 ▼-100.0%00.0%Basic MaterialsROKRockwell Automation$0$413,408 ▼-100.0%00.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$0$412,960 ▼-100.0%00.0%ETFHONHoneywell International$0$402,325 ▼-100.0%00.0%Multi-Sector ConglomeratesCOPConocoPhillips$0$399,076 ▼-100.0%00.0%EnergyINTCIntel$0$397,425 ▼-100.0%00.0%Computer and TechnologyTXNTexas Instruments$0$395,340 ▼-100.0%00.0%Computer and TechnologyADMArcher Daniels Midland$0$384,080 ▼-100.0%00.0%Consumer StaplesPSXPhillips 66$0$382,788 ▼-100.0%00.0%EnergyPPGPPG Industries$0$382,725 ▼-100.0%00.0%Basic MaterialsGPCGenuine Parts$0$381,248 ▼-100.0%00.0%Retail/WholesaleLHXL3Harris Technologies$0$376,758 ▼-100.0%00.0%AerospaceOMCOmnicom Group$0$373,095 ▼-100.0%00.0%Business ServicesNUENucor$0$361,020 ▼-100.0%00.0%Basic MaterialsDOWDOW$0$349,200 ▼-100.0%00.0%Basic MaterialsMANHManhattan Associates$0$259,560 ▼-100.0%00.0%Computer and TechnologyLITELumentum$0$218,190 ▼-100.0%00.0%Computer and TechnologyNVDANVIDIA$0$216,760 ▼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$212,210 ▼-100.0%00.0%Computer and TechnologyADIAnalog Devices$0$201,670 ▼-100.0%00.0%Computer and TechnologyALGMAllegro MicroSystems$0$201,040 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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