Portfolio (Quarterly)
Guide ↗
West Tower Group, LLC
· CIK 0001965819| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | COP | CONOCOPHILLIPS | Energy | 2,800 | $262K | 0.59% | SOLD |
| 42 | AMGN | AMGEN INC | Healthcare | 800 | $262K | 0.59% | SOLD |
| 43 | STM | STMICROELECTRONICS N V | Technology | 10,000 | $259K | 0.58% | SOLD |
| 44 | XHB | SPDR SERIES TRUST | — | 2,500 | $257K | 0.58% | SOLD |
| 45 | NEE | NEXTERA ENERGY INC | Utilities | 3,200 | $257K | 0.58% | SOLD |
| 46 | NVDA | NVIDIA CORPORATION | Technology | 1,309 | $244K | 0.55% | SOLD |
| 47 | TEAM | ATLASSIAN CORPORATION | Technology | 1,500 | $243K | 0.55% | SOLD |
| 48 | PANW | PALO ALTO NETWORKS INC | Technology | 1,250 | $230K | 0.52% | SOLD |
| 49 | SHOP | SHOPIFY INC | Technology | 1,400 | $225K | 0.51% | SOLD |
| 50 | GLW | CORNING INC | Technology | 2,500 | $219K | 0.49% | SOLD |
| 51 | AVGO | BROADCOM INC | Technology | 600 | $208K | 0.47% | SOLD |
| 52 | TGT | TARGET CORP | Consumer Defensive | 2,100 | $205K | 0.46% | SOLD |
| 53 | FRSH | FRESHWORKS INC | Technology | 15,000 | $184K | 0.41% | SOLD |
| 54 | — | SEALSQ CORP | — | 23,500 | $89K | 0.20% | SOLD |
Sector Allocation
Healthcare
27.9%
Industrials
20.3%
Technology
20.2%
Communication Services
18.7%
Consumer Cyclical
9.8%
Basic Materials
3.0%