West Tower Group, LLC

Q3 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Date filed
10/16/2025
Form type
13F-HR
Num holdings
47
Total value ($000)
$34,518
Net value change ($000)
-11,589 (-25.1%)
New positions
19
Sold out positions
45
Turnover %
67.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/29/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PRIM 1,699 85.2%
RDDT 833 117.7%
INTC 815 NEW
PRGO 681 21.4%
ROKU 398 56.6%
MRVL 321 103.5%
AMAT 307 NEW
SMR 288 NEW
DELL 284 NEW
EWZ 282 NEW
Top Reduces (Value $000, Stocks/ETFs)
GAP -1,749 -100.0%
DVY -1,727 -100.0%
WBD -1,161 -36.8%
META -812 -100.0%
M -507 -100.0%
ARCO -475 -30.7%
VERX -459 -100.0%
SYY -454 -100.0%
PEP -436 -100.0%
VZ -433 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type