West Tower Group, LLC Top Holdings and 13F Report (2024) → The Worst is Yet to Come… (From Porter & Company) (Ad) About West Tower Group, LLCInvestment ActivityWest Tower Group, LLC has $33.15 million in total holdings as of March 31, 2024.West Tower Group, LLC owns shares of 91 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 45.98% of the portfolio was purchased this quarter.About 93.70% of the portfolio was sold this quarter.This quarter, West Tower Group, LLC has purchased 487 new stocks and bought additional shares in 24 stocks.West Tower Group, LLC sold shares of 13 stocks and completely divested from 446 stocks this quarter.Largest Holdings Kohl's $2,207,034Orion $1,990,732Warner Bros. Discovery $1,871,136Green Plains $1,869,853Enhabit $1,591,110 Largest New Holdings this Quarter Comfort Systems USA $834,942 HoldingBroadcom $724,999 HoldingANSYS $503,382 HoldingBrightView $428,400 HoldingCrowdStrike $384,708 Holding Largest Purchases this Quarter Green Plains 64,383 shares (about $1.49M)Urban Outfitters 32,831 shares (about $1.43M)Comfort Systems USA 2,628 shares (about $834.94K)Broadcom 547 shares (about $725.00K)ANSYS 1,450 shares (about $503.38K) Largest Sales this Quarter Oxford Industries 22,500 shares (about $2.53M)Keurig Dr Pepper 59,454 shares (about $1.82M)Macy's 31,322 shares (about $626.13K)Enhabit 53,309 shares (about $621.05K)Leonardo DRS 20,000 shares (about $502.38K) 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 PortfolioSectorKSSKohl's$2,207,034$413,143 ▲23.0%75,7136.7%Retail/WholesaleOECOrion$1,990,732$281,534 ▲16.5%84,6406.0%Basic MaterialsWBDWarner Bros. Discovery$1,871,136$362,889 ▲24.1%214,3345.6%Consumer DiscretionaryGPREGreen Plains$1,869,853$1,488,535 ▲390.4%80,8765.6%Basic MaterialsEHABEnhabit$1,591,110$621,050 ▼-28.1%136,5764.8%MedicalURBNUrban Outfitters$1,445,191$1,425,522 ▲7,247.5%33,2844.4%Retail/WholesaleOSWOneSpaWorld$1,253,9530.0%94,7813.8%Consumer DiscretionaryGMSGMS$1,119,410$204,803 ▼-15.5%11,5003.4%Retail/WholesaleTYLTyler Technologies$1,020,024$42,501 ▼-4.0%2,4003.1%Computer and TechnologyNWSANews$926,248$317,432 ▲52.1%35,3802.8%Consumer DiscretionaryFIXComfort Systems USA$834,942$834,942 ▲New Holding2,6282.5%ConstructionMMacy's$781,009$626,127 ▼-44.5%39,0702.4%Retail/WholesaleAVGOBroadcom$724,999$724,999 ▲New Holding5472.2%Computer and TechnologyGSMFerroglobe$658,809$90,835 ▲16.0%132,2912.0%Basic MaterialsAKTSAkoustis Technologies$521,5910.0%882,4071.6%Computer and TechnologyANSSANSYS$503,382$503,382 ▲New Holding1,4501.5%Computer and TechnologyLYTSLSI Industries$428,879$60,480 ▼-12.4%28,3651.3%ConstructionCASHPathward Financial$428,575$10,550 ▲2.5%8,4901.3%FinanceBVBrightView$428,400$428,400 ▲New Holding36,0001.3%Consumer DiscretionaryDRSLeonardo DRS$427,025$502,382 ▼-54.1%17,0001.3%AerospaceDBXDropbox$401,436$425,250 ▼-51.4%16,5201.2%Computer and TechnologyCRWDCrowdStrike$384,708$384,708 ▲New Holding1,2001.2%Computer and TechnologyOXMOxford Industries$382,160$2,529,000 ▼-86.9%3,4001.2%Consumer DiscretionaryDAKTDaktronics$378,480$368,520 ▼-49.3%38,0001.1%Computer and TechnologyGOOGLAlphabet$377,325$321,179 ▲572.0%2,5001.1%Computer and TechnologyAMBPArdagh Metal Packaging$362,764$34,300 ▲10.4%105,7621.1%Industrial ProductsMSFTMicrosoft$336,576$336,576 ▲New Holding8001.0%Computer and TechnologyCLMTCalumet Specialty Products Partners$335,078$59,440 ▲21.6%22,5491.0%Oils/EnergyPRGOPerrigo$325,119$32,190 ▲11.0%10,1001.0%MedicalOIIOceaneering International$315,900$232,315 ▲277.9%13,5001.0%Oils/EnergyMGNIMagnite$307,923$124,550 ▲67.9%28,6440.9%Computer and TechnologyDVDoubleVerify$298,860$298,860 ▲New Holding8,5000.9%Computer and TechnologyNETCloudflare$292,330$292,330 ▲New Holding3,0190.9%Computer and TechnologyNVDANVIDIA$271,068$271,068 ▲New Holding3000.8%Computer and TechnologyEVRIEveri$266,878$44,773 ▲20.2%26,5550.8%Business ServicesSLABSilicon Laboratories$258,696$258,696 ▲New Holding1,8000.8%Computer and TechnologyOPALOPAL Fuels$257,877$100,114 ▲63.5%51,3700.8%Oils/EnergyDISWalt Disney$244,720$244,720 ▲New Holding2,0000.7%Consumer DiscretionaryANETArista Networks$231,984$231,984 ▲New Holding8000.7%Computer and TechnologyDELLDell Technologies$228,220$228,220 ▲New Holding2,0000.7%Computer and TechnologyTTDTrade Desk$218,550$218,550 ▲New Holding2,5000.7%Computer and TechnologyMRVLMarvell Technology$212,640$212,640 ▲New Holding3,0000.6%Business ServicesOKTAOkta$209,240$197,732 ▲1,718.2%2,0000.6%Computer and TechnologyAMATApplied Materials$206,230$206,230 ▲New Holding1,0000.6%Computer and TechnologyECVTEcovyst$196,352$28,031 ▼-12.5%17,6100.6%Business ServicesHCPHashiCorp$188,650$188,650 ▲New Holding7,0000.6%Computer and TechnologyDRVNDriven Brands$184,285$83,924 ▲83.6%11,6710.6%Auto/Tires/TrucksCMPOCompoSecure$180,7500.0%25,0000.5%Business ServicesMNDYmonday.com$180,696$180,696 ▲New Holding8000.5%Computer and TechnologyMDBMongoDB$179,320$179,320 ▲New Holding5000.5%Computer and TechnologySNPSSynopsys$171,450$171,450 ▲New Holding3000.5%Computer and TechnologyPYPLPayPal$167,475$66,722 ▲66.2%2,5000.5%Computer and TechnologyWDAYWorkday$163,650$163,650 ▲New Holding6000.5%Computer and TechnologySNOWSnowflake$161,600$153,197 ▲1,823.1%1,0000.5%Computer and TechnologyACVAACV Auctions$157,236$68,004 ▼-30.2%8,3770.5%Retail/WholesaleCZRCaesars Entertainment$153,090$153,090 ▲New Holding3,5000.5%Consumer DiscretionaryDOCNDigitalOcean$152,720$152,720 ▲New Holding4,0000.5%Computer and TechnologyNXPINXP Semiconductors$148,662$148,662 ▲New Holding6000.4%Computer and TechnologyFLEXFlex$143,050$143,050 ▲New Holding5,0000.4%Computer and TechnologyTXNTexas Instruments$139,368$139,368 ▲New Holding8000.4%Computer and TechnologyPINSPinterest$138,680$138,680 ▲New Holding4,0000.4%Computer and TechnologyDOORDASH INC$137,720$137,720 ▲New Holding1,0000.4%CL ACRMSalesforce$120,472$120,472 ▲New Holding4000.4%Computer and TechnologyGTLBGitLab$116,640$109,875 ▲1,624.1%2,0000.4%Computer and TechnologyMETAMeta Platforms$97,116$97,116 ▲New Holding2000.3%Computer and TechnologyKDPKeurig Dr Pepper$92,010$1,823,454 ▼-95.2%3,0000.3%Consumer StaplesSNAPSnap$91,840$91,840 ▲New Holding8,0000.3%Computer and TechnologyCFLTConfluent$91,560$91,560 ▲New Holding3,0000.3%Business ServicesDOCUDocuSign$89,325$72,651 ▲435.7%1,5000.3%Business ServicesDTCSolo Brands$84,630$84,630 ▲New Holding39,0000.3%Retail/WholesaleSQBlock$84,580$80,351 ▲1,900.0%1,0000.3%Business ServicesFROGJFrog$82,293$82,293 ▲New Holding1,8610.2%Computer and TechnologyLSCCLattice Semiconductor$78,230$78,230 ▲New Holding1,0000.2%Computer and TechnologyTOSTToast$74,760$74,760 ▲New Holding3,0000.2%Computer and TechnologyZZillow Group$73,170$73,170 ▲New Holding1,5000.2%FinanceTWKSThoughtworks$70,999$70,999 ▲New Holding28,0630.2%Business ServicesAPPLOVIN CORP$69,220$69,220 ▲New Holding1,0000.2%COM CL AWIXWix.com$68,740$68,740 ▲New Holding5000.2%Computer and TechnologyWDCWestern Digital$68,240$68,240 ▲New Holding1,0000.2%Computer and TechnologyFOURShift4 Payments$66,070$59,331 ▲880.4%1,0000.2%Business ServicesADSKAutodesk$65,105$65,105 ▲New Holding2500.2%Computer and TechnologyXPERXperi$64,943$64,943 ▲New Holding5,3850.2%Business ServicesNFLXNetflix$60,733$7,288 ▼-10.7%1000.2%Consumer DiscretionaryLYFTLyft$58,050$58,050 ▲New Holding3,0000.2%Computer and TechnologyMXMagnachip Semiconductor$54,3880.0%9,7470.2%Computer and TechnologyRPDRapid7$49,040$49,040 ▲New Holding1,0000.1%Computer and TechnologyASMLASML$48,524$48,524 ▲New Holding500.1%Computer and TechnologyPUBMPubMatic$47,440$47,440 ▲New Holding2,0000.1%Computer and TechnologyRBLXRoblox$38,180$38,180 ▲New Holding1,0000.1%Consumer DiscretionaryIOTSamsara$37,790$37,790 ▲New Holding1,0000.1%Computer and TechnologySMTCSemtech$27,490$27,490 ▲New Holding1,0000.1%Computer and TechnologyGFFGriffon$0$1,178,042 ▼-100.0%00.0%Multi-Sector ConglomeratesXLREReal Estate Select Sector SPDR Fund$0$756,453 ▼-100.0%00.0%ETFSMHVanEck Semiconductor ETF$0$699,830 ▼-100.0%00.0%ManufacturingXLVHealth Care Select Sector SPDR Fund$0$675,627 ▼-100.0%00.0%ETFKBRKBR$0$615,051 ▼-100.0%00.0%ConstructionXLPConsumer Staples Select Sector SPDR Fund$0$592,087 ▼-100.0%00.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$0$592,063 ▼-100.0%00.0%FinanceXLUUtilities Select Sector SPDR Fund$0$582,699 ▼-100.0%00.0%ETFXLCCommunication Services Select Sector SPDR Fund$0$518,356 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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