West Tower Group, LLC Top Holdings and 13F Report (2024) About West Tower Group, LLCInvestment ActivityWest Tower Group, LLC has $46.83 million in total holdings as of September 30, 2024.West Tower Group, LLC owns shares of 113 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 41.64% of the portfolio was purchased this quarter.About 21.17% of the portfolio was sold this quarter.This quarter, West Tower Group, LLC has purchased 94 new stocks and bought additional shares in 26 stocks.West Tower Group, LLC sold shares of 16 stocks and completely divested from 31 stocks this quarter.Largest Holdings Warner Bros. Discovery $2,851,373Perrigo $2,675,250Enhabit $2,252,622Orion $2,033,938OneSpaWorld $1,601,751 Largest New Holdings this Quarter NVIDIA $485,760 HoldingServiceNow $447,195 HoldingLumentum $443,660 HoldingCALUMET INC $406,278 HoldingJacobs Solutions $392,700 Holding Largest Purchases this Quarter Perrigo 64,766 shares (about $1.70M)Enhabit 148,566 shares (about $1.17M)Advanced Micro Devices 4,000 shares (about $656.32K)Orion 27,519 shares (about $490.11K)NVIDIA 3,000 shares (about $485.76K) Largest Sales this Quarter Hewlett Packard Enterprise 72,191 shares (about $1.48M)Apple 1,500 shares (about $349.50K)ANSYS 900 shares (about $286.77K)Palo Alto Networks 700 shares (about $239.26K)Netflix 300 shares (about $212.78K) 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 PortfolioSectorWBDWarner Bros. Discovery$2,851,3730.0%345,6216.1%Consumer DiscretionaryPRGOPerrigo$2,675,250$1,698,812 ▲174.0%101,9925.7%MedicalEHABEnhabit$2,252,622$1,173,672 ▲108.8%285,1424.8%MedicalOECOrion$2,033,938$490,113 ▲31.7%114,2024.3%Basic MaterialsOSWOneSpaWorld$1,601,7510.0%97,0173.4%Consumer DiscretionaryPYPLPayPal$1,329,865$447,580 ▲50.7%17,0432.8%Computer and TechnologyTYLTyler Technologies$1,196,626$116,744 ▼-8.9%2,0502.6%Computer and TechnologyEXLSExlService$1,182,6500.0%31,0002.5%Business ServicesGPREGreen Plains$1,095,0610.0%80,8762.3%Basic MaterialsHPEHewlett Packard Enterprise$1,035,706$1,477,028 ▼-58.8%50,6212.2%Computer and TechnologyGMSGMS$950,985$45,285 ▼-4.5%10,5002.0%Retail/WholesaleOIIOceaneering International$858,0150.0%34,5001.8%Oils/EnergyAMDAdvanced Micro Devices$820,400$656,320 ▲400.0%5,0001.8%Computer and TechnologyTSLATesla$784,890$353,201 ▲81.8%4,0001.7%Auto/Tires/TrucksDBXDropbox$750,6940.0%29,5201.6%Computer and TechnologyMMacy's$737,2100.0%46,9861.6%Retail/WholesaleNWSANews$729,2630.0%27,3851.6%Consumer DiscretionaryADIAnalog Devices$690,510$299,221 ▲76.5%3,0001.5%Computer and TechnologyGSMFerroglobe$637,030$23,200 ▲3.8%137,2911.4%Basic MaterialsDAKTDaktronics$555,130$25,820 ▼-4.4%43,0001.2%Computer and TechnologyLYTSLSI Industries$554,995$96,900 ▲21.2%34,3651.2%ConstructionMGNIMagnite$548,876$152,156 ▲38.4%39,6301.2%Computer and TechnologyLYFTLyft$522,750$76,500 ▲17.1%41,0001.1%Computer and TechnologyMNDYmonday.com$499,986$138,885 ▲38.5%1,8001.1%Computer and TechnologyDRVNDriven Brands$494,7550.0%34,6711.1%Auto/Tires/TrucksNVDANVIDIA$485,760$485,760 ▲New Holding3,0001.0%Computer and TechnologyMETAMeta Platforms$457,952$171,732 ▲60.0%8001.0%Computer and TechnologyNOWServiceNow$447,195$447,195 ▲New Holding5001.0%Computer and TechnologyLITELumentum$443,660$443,660 ▲New Holding7,0000.9%Computer and TechnologyNOKNokia Oyj$437,000$262,200 ▲150.0%100,0000.9%Computer and TechnologyCALUMET INC$406,278$406,278 ▲New Holding22,7990.9%COMCASHPathward Financial$395,400$165,025 ▼-29.4%5,9900.8%FinanceJJacobs Solutions$392,700$392,700 ▲New Holding3,0000.8%Business ServicesMRVLMarvell Technology$360,6000.0%5,0000.8%Business ServicesREDDIT INC$329,600$197,760 ▲150.0%5,0000.7%CL AMCDMcDonald's$304,510$304,510 ▲New Holding1,0000.7%Retail/WholesaleCVSCVS Health$301,824$301,824 ▲New Holding4,8000.6%Retail/WholesaleCSGPCoStar Group$301,760$301,760 ▲New Holding4,0000.6%Computer and TechnologyNABLN-able$300,380$39,180 ▼-11.5%23,0000.6%Business ServicesEMREmerson Electric$295,299$295,299 ▲New Holding2,7000.6%Industrial ProductsDOWDOW$295,002$295,002 ▲New Holding5,4000.6%Basic MaterialsVICRVicor$294,700$294,700 ▲New Holding7,0000.6%Computer and TechnologyPSXPhillips 66$289,190$289,190 ▲New Holding2,2000.6%Oils/EnergyUPSUnited Parcel Service$286,314$286,314 ▲New Holding2,1000.6%TransportationFASTFastenal$285,680$285,680 ▲New Holding4,0000.6%Retail/WholesaleEXCExelon$283,850$283,850 ▲New Holding7,0000.6%UtilitiesSESEA$282,840$141,420 ▲100.0%3,0000.6%Computer and TechnologyMOSMosaic$281,190$281,190 ▲New Holding10,5000.6%Basic MaterialsGPCGenuine Parts$279,360$279,360 ▲New Holding2,0000.6%Retail/WholesalePPGPPG Industries$278,166$278,166 ▲New Holding2,1000.6%Basic MaterialsMPWRMonolithic Power Systems$277,350$277,350 ▲New Holding3000.6%Computer and TechnologyHRLHormel Foods$275,790$275,790 ▲New Holding8,7000.6%Consumer StaplesADMArcher-Daniels-Midland$274,804$274,804 ▲New Holding4,6000.6%Consumer StaplesCOPConocoPhillips$273,728$273,728 ▲New Holding2,6000.6%Oils/EnergyPANWPalo Alto Networks$273,440$239,260 ▼-46.7%8000.6%Computer and TechnologySYYSysco$273,210$273,210 ▲New Holding3,5000.6%Consumer StaplesMRKMerck & Co., Inc.$272,544$272,544 ▲New Holding2,4000.6%MedicalPEPPepsiCo$272,080$272,080 ▲New Holding1,6000.6%Consumer StaplesXOMExxon Mobil$269,606$269,606 ▲New Holding2,3000.6%Oils/EnergyAMBPArdagh Metal Packaging$269,0230.0%71,3590.6%Industrial ProductsIPGInterpublic Group of Companies$268,855$268,855 ▲New Holding8,5000.6%Business ServicesHONHoneywell International$268,723$268,723 ▲New Holding1,3000.6%Multi-Sector ConglomeratesRBLXRoblox$265,560$265,560 ▲New Holding6,0000.6%Consumer DiscretionaryBDXBecton, Dickinson and Company$265,210$265,210 ▲New Holding1,1000.6%MedicalKHCKraft Heinz$263,325$263,325 ▲New Holding7,5000.6%Consumer StaplesABTAbbott Laboratories$262,223$262,223 ▲New Holding2,3000.6%MedicalBAXBaxter International$254,399$254,399 ▲New Holding6,7000.5%MedicalCYBRCyberArk Software$233,288$87,483 ▲60.0%8000.5%Computer and TechnologyUUnity Software$226,200$226,200 ▲New Holding10,0000.5%Computer and TechnologyEXTRExtreme Networks$225,4500.0%15,0000.5%Computer and TechnologyARM HOLDINGS PLC$214,515$214,515 ▲New Holding1,5000.5%SPONSORED ADRBILLBILL$211,040$211,040 ▲New Holding4,0000.5%Computer and TechnologyTOSTToast$198,170$198,170 ▲New Holding7,0000.4%Computer and TechnologyCPNGCoupang$196,400$122,750 ▲166.7%8,0000.4%Retail/WholesaleANETArista Networks$191,910$191,910 ▲New Holding5000.4%Computer and TechnologyOPALOPAL Fuels$187,5010.0%51,3700.4%Oils/EnergyCOHRCoherent$177,820$44,455 ▲33.3%2,0000.4%Business ServicesFOURShift4 Payments$177,2000.0%2,0000.4%Business ServicesKLAVIYO INC$176,900$176,900 ▲New Holding5,0000.4%COM SER AANSSANSYS$175,247$286,768 ▼-62.1%5500.4%Computer and TechnologyCZRCaesars Entertainment$174,4730.0%4,1800.4%Consumer DiscretionaryDOCSDoximity$174,280$174,280 ▲New Holding4,0000.4%MedicalTSMTaiwan Semiconductor Manufacturing$173,6700.0%1,0000.4%Computer and TechnologyTTDTrade Desk$164,475$109,650 ▼-40.0%1,5000.4%Computer and TechnologyPINSPinterest$161,850$64,740 ▼-28.6%5,0000.3%Computer and TechnologyGTLBGitLab$154,6200.0%3,0000.3%Computer and TechnologyONOnsemi$145,220$145,220 ▲New Holding2,0000.3%Computer and TechnologyDOORDASH INC$142,730$142,730 ▲New Holding1,0000.3%CL ANFLXNetflix$141,854$212,781 ▼-60.0%2000.3%Consumer DiscretionaryMDBMongoDB$135,175$135,175 ▲New Holding5000.3%Computer and TechnologyNCNOnCino$126,360$126,360 ▲New Holding4,0000.3%Computer and TechnologyFSLRFirst Solar$124,720$124,720 ▲New Holding5000.3%Oils/EnergyXPERXperi$122,596$58,498 ▲91.3%13,2680.3%Business ServicesAMKRAmkor Technology$122,400$61,200 ▲100.0%4,0000.3%Computer and TechnologyAVGOBroadcom$120,750$86,250 ▲250.0%7000.3%Computer and TechnologyRPDRapid7$119,670$39,890 ▼-25.0%3,0000.3%Computer and TechnologyEFXTEnerflex$119,200$119,200 ▲New Holding20,0000.3%Oils/EnergyAAPLApple$116,500$349,500 ▼-75.0%5000.2%Computer and TechnologyFROGJFrog$116,160$116,160 ▲New Holding4,0000.2%Computer and TechnologyECVTEcovyst$115,5940.0%16,8750.2%Business ServicesShowing 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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