West Tower Group, LLC Top Holdings and 13F Report (2025) About West Tower Group, LLCInvestment ActivityWest Tower Group, LLC has $45.11 million in total holdings as of December 31, 2024.West Tower Group, LLC owns shares of 76 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 40.07% of the portfolio was purchased this quarter.About 48.11% of the portfolio was sold this quarter.This quarter, West Tower Group, LLC has purchased 113 new stocks and bought additional shares in 25 stocks.West Tower Group, LLC sold shares of 16 stocks and completely divested from 67 stocks this quarter.Largest Holdings Perrigo $3,057,279Warner Bros. Discovery $2,703,225Enhabit $2,226,959Orion $1,747,147Primoris Services $1,528,000 Largest New Holdings this Quarter Primoris Services $1,528,000 HoldingElectronic Arts $585,200 HoldingArcos Dorados $570,054 HoldingAlphabet $567,900 HoldingMicrosoft $505,800 Holding Largest Purchases this Quarter Primoris Services 20,000 shares (about $1.53M)Meta Platforms 1,000 shares (about $585.51K)Electronic Arts 4,000 shares (about $585.20K)Arcos Dorados 78,304 shares (about $570.05K)Alphabet 3,000 shares (about $567.90K) Largest Sales this Quarter Warner Bros. Discovery 89,876 shares (about $949.99K)OneSpaWorld 41,117 shares (about $818.23K)REDDIT INC 3,000 shares (about $490.32K)Dropbox 15,000 shares (about $450.60K)News 11,865 shares (about $326.76K) 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$3,057,279$435,065 ▲16.6%118,9146.8%MedicalWBDWarner Bros. Discovery$2,703,225$949,989 ▼-26.0%255,7456.0%Consumer DiscretionaryEHABEnhabit$2,226,9590.0%285,1424.9%MedicalOECOrion$1,747,147$56,102 ▼-3.1%110,6493.9%Basic MaterialsPRIMPrimoris Services$1,528,000$1,528,000 ▲New Holding20,0003.4%ConstructionMMacy's$1,246,809$451,337 ▲56.7%73,6452.8%Retail/WholesaleTYLTyler Technologies$1,182,1120.0%2,0502.6%Computer and TechnologyPYPLPayPal$1,171,855$282,764 ▼-19.4%13,7302.6%Computer and TechnologyOSWOneSpaWorld$1,112,410$818,228 ▼-42.4%55,9002.5%Consumer DiscretionaryEXLSExlService$1,087,310$288,470 ▼-21.0%24,5002.4%Business ServicesMETAMeta Platforms$1,053,918$585,510 ▲125.0%1,8002.3%Computer and TechnologyJJacobs Solutions$935,340$534,480 ▲133.3%7,0002.1%Business ServicesHPEHewlett Packard Enterprise$926,590$154,168 ▼-14.3%43,4002.1%Computer and TechnologyGMSGMS$848,300$42,415 ▼-4.8%10,0001.9%Retail/WholesaleLYFTLyft$812,700$283,800 ▲53.7%63,0001.8%Computer and TechnologyDAKTDaktronics$724,9800.0%43,0001.6%Computer and TechnologyOIIOceaneering International$704,160$195,600 ▼-21.7%27,0001.6%Oils/EnergyAAPLApple$626,050$500,840 ▲400.0%2,5001.4%Computer and TechnologyEAElectronic Arts$585,200$585,200 ▲New Holding4,0001.3%Consumer DiscretionaryARCOArcos Dorados$570,054$570,054 ▲New Holding78,3041.3%Retail/WholesaleGOOGLAlphabet$567,900$567,900 ▲New Holding3,0001.3%Computer and TechnologyMSFTMicrosoft$505,800$505,800 ▲New Holding1,2001.1%Computer and TechnologyCLColgate-Palmolive$481,823$481,823 ▲New Holding5,3001.1%Consumer StaplesTGTTarget$459,612$459,612 ▲New Holding3,4001.0%Retail/WholesaleSYYSysco$458,760$191,150 ▲71.4%6,0001.0%Consumer StaplesUNPUnion Pacific$456,080$456,080 ▲New Holding2,0001.0%TransportationBDXBecton, Dickinson and Company$453,740$204,183 ▲81.8%2,0001.0%MedicalEXCExelon$451,680$188,200 ▲71.4%12,0001.0%UtilitiesAESAES$450,450$450,450 ▲New Holding35,0001.0%UtilitiesMRVLMarvell Technology$441,800$110,450 ▼-20.0%4,0001.0%Computer and TechnologyMRKMerck & Co., Inc.$437,712$198,960 ▲83.3%4,4001.0%MedicalLMTLockheed Martin$437,346$437,346 ▲New Holding9001.0%AerospaceDBXDropbox$436,181$450,600 ▼-50.8%14,5201.0%Computer and TechnologyCRMSalesforce$434,629$434,629 ▲New Holding1,3001.0%Computer and TechnologyGISGeneral Mills$433,636$433,636 ▲New Holding6,8001.0%Consumer StaplesPSXPhillips 66$432,934$182,288 ▲72.7%3,8001.0%Oils/EnergyKMBKimberly-Clark$432,432$432,432 ▲New Holding3,3001.0%Consumer StaplesMOSMosaic$430,150$172,060 ▲66.7%17,5001.0%Basic MaterialsUPSUnited Parcel Service$428,740$163,930 ▲61.9%3,4001.0%TransportationCNPCenterPoint Energy$428,355$428,355 ▲New Holding13,5000.9%UtilitiesNWSANews$427,421$326,762 ▼-43.3%15,5200.9%Consumer DiscretionaryADIAnalog Devices$424,920$212,460 ▼-33.3%2,0000.9%Computer and TechnologyAWKAmerican Water Works$423,266$423,266 ▲New Holding3,4000.9%UtilitiesGPCGenuine Parts$420,336$186,816 ▲80.0%3,6000.9%Retail/WholesaleJNJJohnson & Johnson$419,398$419,398 ▲New Holding2,9000.9%MedicalCOPConocoPhillips$416,514$158,672 ▲61.5%4,2000.9%Oils/EnergyYUMYum! Brands$415,896$415,896 ▲New Holding3,1000.9%Retail/WholesaleKHCKraft Heinz$414,585$184,260 ▲80.0%13,5000.9%Consumer StaplesPPGPPG Industries$406,130$155,285 ▲61.9%3,4000.9%Basic MaterialsMCDMcDonald's$405,846$115,956 ▲40.0%1,4000.9%Retail/WholesaleEDConsolidated Edison$401,535$401,535 ▲New Holding4,5000.9%UtilitiesNOKNokia Oyj$398,700$44,300 ▼-10.0%90,0000.9%Computer and TechnologyBAXBaxter International$381,996$186,624 ▲95.5%13,1000.8%MedicalPEPPepsiCo$364,944$121,648 ▲50.0%2,4000.8%Consumer StaplesVZVerizon Communications$347,913$347,913 ▲New Holding8,7000.8%Computer and TechnologyDOWDOW$341,105$124,403 ▲57.4%8,5000.8%Basic MaterialsREDDIT INC$326,880$490,320 ▼-60.0%2,0000.7%CL AKLACKLA$315,060$315,060 ▲New Holding5000.7%Computer and TechnologyMBLYMobileye Global$298,800$298,800 ▲New Holding15,0000.7%Auto/Tires/TrucksCSGPCoStar Group$286,3600.0%4,0000.6%Computer and TechnologyLSCCLattice Semiconductor$283,250$283,250 ▲New Holding5,0000.6%Computer and TechnologyORCLOracle$249,960$249,960 ▲New Holding1,5000.6%Computer and TechnologyOKTAOkta$236,400$236,400 ▲New Holding3,0000.5%Computer and TechnologyGPSGAP$236,300$236,300 ▲New Holding10,0000.5%Consumer CyclicalAVGOBroadcom$231,840$69,552 ▲42.9%1,0000.5%Computer and TechnologyARWArrow Electronics$226,240$226,240 ▲New Holding2,0000.5%Computer and TechnologyGTLBGitLab$225,400$56,350 ▲33.3%4,0000.5%Computer and TechnologyCFLTConfluent$223,680$223,680 ▲New Holding8,0000.5%Computer and TechnologyDISWalt Disney$222,700$222,700 ▲New Holding2,0000.5%Consumer DiscretionaryARISTA NETWORKS INC$221,060$221,060 ▲New Holding2,0000.5%COM SHSONOnsemi$220,675$94,575 ▲75.0%3,5000.5%Computer and TechnologyEXTRExtreme Networks$217,620$33,480 ▼-13.3%13,0000.5%Computer and TechnologyNOWServiceNow$212,024$318,036 ▼-60.0%2000.5%Computer and TechnologyFOURShift4 Payments$207,5600.0%2,0000.5%Business ServicesCRWDCrowdStrike$205,296$205,296 ▲New Holding6000.5%Computer and TechnologySNAPSnap$140,010$32,310 ▲30.0%13,0000.3%Computer and TechnologyGPREGreen Plains$0$1,095,061 ▼-100.0%00.0%Basic MaterialsAMDAdvanced Micro Devices$0$820,400 ▼-100.0%00.0%Computer and TechnologyTSLATesla$0$784,890 ▼-100.0%00.0%Auto/Tires/TrucksGSMFerroglobe$0$637,030 ▼-100.0%00.0%Basic MaterialsLYTSLSI Industries$0$554,995 ▼-100.0%00.0%ConstructionMGNIMagnite$0$548,876 ▼-100.0%00.0%Computer and TechnologyMNDYmonday.com$0$499,986 ▼-100.0%00.0%Computer and TechnologyDRVNDriven Brands$0$494,755 ▼-100.0%00.0%Retail/WholesaleNVDANVIDIA$0$485,760 ▼-100.0%00.0%Computer and TechnologyLITELumentum$0$443,660 ▼-100.0%00.0%Computer and TechnologyCALUMET INC$0$406,278 ▼-100.0%00.0%COMCASHPathward Financial$0$395,400 ▼-100.0%00.0%FinanceCVSCVS Health$0$301,824 ▼-100.0%00.0%MedicalNABLN-able$0$300,380 ▼-100.0%00.0%Business ServicesEMREmerson Electric$0$295,299 ▼-100.0%00.0%Industrial ProductsVICRVicor$0$294,700 ▼-100.0%00.0%Computer and TechnologyFASTFastenal$0$285,680 ▼-100.0%00.0%Retail/WholesaleSESEA$0$282,840 ▼-100.0%00.0%Computer and TechnologyMPWRMonolithic Power Systems$0$277,350 ▼-100.0%00.0%Computer and TechnologyHRLHormel Foods$0$275,790 ▼-100.0%00.0%Consumer StaplesADMArcher-Daniels-Midland$0$274,804 ▼-100.0%00.0%Consumer StaplesPANWPalo Alto Networks$0$273,440 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$269,606 ▼-100.0%00.0%Oils/EnergyAMBPArdagh Metal Packaging$0$269,023 ▼-100.0%00.0%Industrial ProductsShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
