Westmount Partners
Latest statistics and disclosures from Westmount Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, VOO, CACI, AVGO, and represent 28.58% of Westmount Partners's stock portfolio.
- Added to shares of these 10 stocks: BRK.B, SCHX, SCHB, SCHA, SCHG, RDDT, META, BX, MSFT, NVDA.
- Started 5 new stock positions in PAA, CLSD, ALL, RDDT, MS.
- Reduced shares in these 10 stocks: SHV (-$10M), TOTL, AMZN, MGK, , Lam Research Corporation, VTR, ORCL, NUE, TXT.
- Sold out of its positions in BlackRock, CVS, DFIV, FDX, Grayscale Ethereum Mini Tr E, IDXX, SHV, Lam Research Corporation, LPX, NUE. PACB, SOBR, TXT, UBER, VTR, Western Asset Gbl High Inc F, HTOOW.
- Westmount Partners was a net seller of stock by $-7.8M.
- Westmount Partners has $329M in assets under management (AUM), dropping by -1.01%.
- Central Index Key (CIK): 0002051491
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Portfolio Holdings for Westmount Partners
Westmount Partners holds 218 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
---|---|---|---|---|---|---|
Apple (AAPL) | 12.5 | $41M | 164k | 250.42 |
|
|
Microsoft Corporation (MSFT) | 4.7 | $15M | 37k | 421.50 |
|
|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.4 | $15M | 27k | 538.81 |
|
|
Caci Intl Cl A (CACI) | 3.6 | $12M | 29k | 404.06 |
|
|
Broadcom (AVGO) | 3.4 | $11M | 48k | 231.84 |
|
|
NVIDIA Corporation (NVDA) | 3.4 | $11M | +2% | 83k | 134.29 |
|
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $8.7M | +3% | 15k | 586.07 |
|
Amazon (AMZN) | 2.5 | $8.4M | -3% | 38k | 219.39 |
|
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $7.9M | +19% | 17k | 453.28 |
|
Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $6.8M | 12k | 588.66 |
|
|
Illumina (ILMN) | 1.9 | $6.4M | 48k | 133.63 |
|
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.7 | $5.5M | +2% | 47k | 117.48 |
|
Wal-Mart Stores (WMT) | 1.5 | $5.0M | 56k | 90.35 |
|
|
Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.7M | 25k | 189.30 |
|
|
Masimo Corporation (MASI) | 1.3 | $4.3M | 26k | 165.30 |
|
|
International Business Machines (IBM) | 1.3 | $4.3M | 19k | 219.82 |
|
|
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.3 | $4.2M | +2% | 8.2k | 511.20 |
|
Costco Wholesale Corporation (COST) | 1.1 | $3.6M | +6% | 3.9k | 916.31 |
|
Meta Platforms Cl A (META) | 1.0 | $3.3M | +13% | 5.7k | 585.49 |
|
Home Depot (HD) | 1.0 | $3.2M | 8.2k | 388.97 |
|
|
Oracle Corporation (ORCL) | 1.0 | $3.2M | -6% | 19k | 166.64 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $3.2M | 11k | 289.80 |
|
|
Procter & Gamble Company (PG) | 1.0 | $3.1M | 19k | 167.65 |
|
|
Netflix (NFLX) | 0.9 | $2.9M | +3% | 3.2k | 891.32 |
|
Astrana Health Com New (ASTH) | 0.9 | $2.8M | 90k | 31.53 |
|
|
Korn Ferry Com New (KFY) | 0.9 | $2.8M | 42k | 67.45 |
|
|
Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.7 | $2.5M | 60k | 40.92 |
|
|
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.4M | 13k | 190.45 |
|
|
Walt Disney Company (DIS) | 0.7 | $2.3M | -8% | 21k | 111.35 |
|
Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $2.3M | 10k | 220.95 |
|
|
JPMorgan Chase & Co. (JPM) | 0.7 | $2.3M | -4% | 9.5k | 239.70 |
|
Wisdomtree Tr Floatng Rat Trea (USFR) | 0.7 | $2.2M | 44k | 50.32 |
|
|
Wells Fargo & Company (WFC) | 0.7 | $2.2M | 31k | 70.24 |
|
|
Visa Com Cl A (V) | 0.6 | $2.1M | -6% | 6.6k | 316.03 |
|
Robinhood Mkts Com Cl A (HOOD) | 0.6 | $2.0M | 55k | 37.26 |
|
|
Johnson & Johnson (JNJ) | 0.6 | $2.0M | -2% | 14k | 144.62 |
|
Intuitive Surgical Com New (ISRG) | 0.6 | $2.0M | 3.8k | 521.96 |
|
|
Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.9M | 25k | 75.61 |
|
|
Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.6 | $1.9M | 29k | 65.08 |
|
|
Trust For Professional Man Crossingbrdg Pre (SPC) | 0.5 | $1.7M | +10% | 83k | 20.66 |
|
Ishares Tr Aggres Alloc Etf (AOA) | 0.5 | $1.7M | +9% | 22k | 76.61 |
|
Tesla Motors (TSLA) | 0.5 | $1.7M | -10% | 4.1k | 403.83 |
|
Exxon Mobil Corporation (XOM) | 0.5 | $1.6M | 15k | 107.57 |
|
|
Eli Lilly & Co. (LLY) | 0.5 | $1.6M | -11% | 2.1k | 771.98 |
|
Qualcomm (QCOM) | 0.5 | $1.5M | +16% | 10k | 153.62 |
|
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $1.5M | 15k | 101.53 |
|
|
Philip Morris International (PM) | 0.4 | $1.4M | 12k | 120.35 |
|
|
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.4M | 3.5k | 401.59 |
|
|
RadNet (RDNT) | 0.4 | $1.4M | 20k | 69.84 |
|
|
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $1.4M | 11k | 128.62 |
|
|
Vanguard Index Fds Growth Etf (VUG) | 0.4 | $1.4M | 3.3k | 410.40 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $1.2M | 6.4k | 190.87 |
|
|
S&p Global (SPGI) | 0.4 | $1.2M | 2.4k | 498.03 |
|
|
Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $1.2M | 3.7k | 322.14 |
|
|
Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $1.2M | 9.0k | 132.10 |
|
|
Williams-Sonoma (WSM) | 0.4 | $1.2M | 6.2k | 185.19 |
|
|
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.1M | +6% | 15k | 78.01 |
|
Amgen (AMGN) | 0.3 | $1.1M | 4.3k | 260.63 |
|
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.1M | -7% | 23k | 47.82 |
|
Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.1M | 9.5k | 115.22 |
|
|
Honeywell International (HON) | 0.3 | $1.1M | +2% | 4.7k | 225.89 |
|
Fair Isaac Corporation (FICO) | 0.3 | $1.1M | 535.00 | 1990.93 |
|
|
Pepsi (PEP) | 0.3 | $1.1M | -2% | 6.9k | 152.06 |
|
Select Sector Spdr Tr Technology (XLK) | 0.3 | $1.0M | 4.5k | 232.52 |
|
|
Chevron Corporation (CVX) | 0.3 | $1.0M | -5% | 7.2k | 144.84 |
|
Altria (MO) | 0.3 | $999k | 19k | 52.29 |
|
|
Bank of America Corporation (BAC) | 0.3 | $986k | +10% | 22k | 43.95 |
|
Blackstone Group Inc Com Cl A (BX) | 0.3 | $949k | +61% | 5.5k | 172.42 |
|
Caterpillar (CAT) | 0.3 | $938k | 2.6k | 362.81 |
|
|
Sempra Energy (SRE) | 0.3 | $920k | 11k | 87.72 |
|
|
Abbvie (ABBV) | 0.3 | $914k | 5.1k | 177.70 |
|
|
McDonald's Corporation (MCD) | 0.3 | $914k | 3.2k | 289.84 |
|
|
Phillips 66 (PSX) | 0.3 | $904k | 7.9k | 113.93 |
|
|
Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $898k | 36k | 24.86 |
|
|
Coca-Cola Company (KO) | 0.3 | $894k | -3% | 14k | 62.26 |
|
Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $882k | -5% | 4.5k | 195.83 |
|
American Express Company (AXP) | 0.3 | $847k | -7% | 2.9k | 296.81 |
|
Apollo Global Mgmt (APO) | 0.3 | $841k | 5.1k | 165.15 |
|
|
Vanguard World Mega Cap Val Etf (MGV) | 0.3 | $828k | 6.6k | 124.90 |
|
|
Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $824k | +3% | 14k | 60.75 |
|
Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $822k | 12k | 70.28 |
|
|
Edison International (EIX) | 0.2 | $773k | -2% | 9.7k | 79.84 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $773k | 12k | 62.31 |
|
|
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $771k | +200% | 34k | 22.70 |
|
Lockheed Martin Corporation (LMT) | 0.2 | $751k | 1.5k | 486.03 |
|
|
Ishares Tr Msci Lw Crb Tg (CRBN) | 0.2 | $739k | +2% | 3.8k | 193.58 |
|
Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $737k | +213% | 29k | 25.86 |
|
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $727k | +744% | 31k | 23.18 |
|
Ishares Tr U.s. Real Es Etf (IYR) | 0.2 | $727k | +3% | 7.8k | 93.06 |
|
Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $718k | +4% | 13k | 57.32 |
|
Charles Schwab Corporation (SCHW) | 0.2 | $717k | -3% | 9.7k | 74.01 |
|
ConocoPhillips (COP) | 0.2 | $707k | 7.1k | 99.17 |
|
|
Proshares Tr Ultrpro S&p500 (UPRO) | 0.2 | $705k | 8.0k | 88.64 |
|
|
Ishares Tr Us Oil Gs Ex Etf (IEO) | 0.2 | $683k | 7.6k | 89.63 |
|
|
Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $678k | 3.7k | 185.15 |
|
|
Comcast Corp Cl A (CMCSA) | 0.2 | $677k | +5% | 18k | 37.53 |
|
Vanguard Index Fds Value Etf (VTV) | 0.2 | $641k | 3.8k | 169.31 |
|
|
Microstrategy Cl A New (MSTR) | 0.2 | $627k | -14% | 2.2k | 289.62 |
|
Boeing Company (BA) | 0.2 | $617k | 3.5k | 177.00 |
|
|
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.2 | $600k | 8.1k | 74.02 |
|
|
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $597k | -41% | 15k | 39.39 |
|
Vanguard World Health Car Etf (VHT) | 0.2 | $597k | 2.4k | 253.69 |
|
|
Mastercard Incorporated Cl A (MA) | 0.2 | $593k | +7% | 1.1k | 526.34 |
|
Lowe's Companies (LOW) | 0.2 | $592k | 2.4k | 246.81 |
|
|
Bristol Myers Squibb (BMY) | 0.2 | $587k | 10k | 56.56 |
|
|
Mesabi Tr Ctf Ben Int (MSB) | 0.2 | $583k | 21k | 27.94 |
|
|
Abbott Laboratories (ABT) | 0.2 | $569k | 5.0k | 113.11 |
|
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $567k | -24% | 13k | 44.04 |
|
Vanguard World Mega Grwth Ind (MGK) | 0.2 | $566k | -34% | 1.6k | 343.41 |
|
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $561k | +300% | 20k | 27.87 |
|
Rush Street Interactive (RSI) | 0.2 | $550k | -19% | 40k | 13.72 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $544k | 6.2k | 88.40 |
|
|
Ge Aerospace Com New (GE) | 0.2 | $544k | -24% | 3.3k | 166.80 |
|
Shopify Cl A (SHOP) | 0.2 | $539k | 5.1k | 106.33 |
|
|
Merck & Co (MRK) | 0.2 | $531k | -4% | 5.3k | 99.48 |
|
At&t (T) | 0.2 | $518k | -20% | 23k | 22.77 |
|
Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $516k | 4.1k | 126.75 |
|
|
Vanguard World Inf Tech Etf (VGT) | 0.2 | $500k | 805.00 | 621.66 |
|
|
Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $494k | 8.9k | 55.66 |
|
|
Garmin SHS (GRMN) | 0.1 | $487k | +73% | 2.4k | 206.26 |
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $483k | 1.8k | 264.17 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $471k | 8.2k | 57.41 |
|
|
Ionis Pharmaceuticals (IONS) | 0.1 | $471k | 14k | 34.96 |
|
|
Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $465k | +10% | 5.1k | 90.42 |
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $459k | +24% | 11k | 41.82 |
|
Nextera Energy (NEE) | 0.1 | $445k | 6.2k | 71.69 |
|
|
Union Pacific Corporation (UNP) | 0.1 | $428k | 1.9k | 228.08 |
|
|
Duke Energy Corp Com New (DUK) | 0.1 | $426k | 4.0k | 107.74 |
|
|
Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $421k | 3.3k | 129.34 |
|
|
Shell Spon Ads (SHEL) | 0.1 | $421k | 6.7k | 62.65 |
|
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $411k | +11% | 2.1k | 197.46 |
|
Intel Corporation (INTC) | 0.1 | $408k | -13% | 20k | 20.05 |
|
Mondelez Intl Cl A (MDLZ) | 0.1 | $405k | 6.8k | 59.73 |
|
|
Starbucks Corporation (SBUX) | 0.1 | $401k | 4.4k | 91.25 |
|
|
Deere & Company (DE) | 0.1 | $398k | 940.00 | 423.52 |
|
|
Pfizer (PFE) | 0.1 | $395k | -9% | 15k | 26.53 |
|
Reddit Cl A (RDDT) | 0.1 | $391k | NEW | 2.4k | 163.44 |
|
Thermo Fisher Scientific (TMO) | 0.1 | $380k | 730.00 | 520.23 |
|
|
Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $374k | 2.7k | 139.33 |
|
|
Ishares Tr Core Msci Total (IXUS) | 0.1 | $372k | 5.6k | 66.14 |
|
|
United Rentals (URI) | 0.1 | $369k | 523.00 | 704.56 |
|
|
CSX Corporation (CSX) | 0.1 | $367k | 11k | 32.27 |
|
|
Cisco Systems (CSCO) | 0.1 | $365k | +2% | 6.2k | 59.20 |
|
Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $364k | 2.9k | 127.60 |
|
|
Paychex (PAYX) | 0.1 | $363k | 2.6k | 140.22 |
|
|
Coinbase Global Com Cl A (COIN) | 0.1 | $357k | 1.4k | 248.30 |
|
|
Ishares Tr Select Divid Etf (DVY) | 0.1 | $356k | -10% | 2.7k | 131.29 |
|
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $355k | -9% | 1.5k | 240.20 |
|
salesforce (CRM) | 0.1 | $353k | 1.1k | 334.18 |
|
|
UnitedHealth (UNH) | 0.1 | $352k | 696.00 | 506.09 |
|
|
Nike CL B (NKE) | 0.1 | $351k | -4% | 4.6k | 75.67 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $350k | 995.00 | 351.79 |
|
|
Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $346k | +199% | 13k | 26.07 |
|
Ishares Tr Tips Bd Etf (TIP) | 0.1 | $345k | 3.2k | 106.55 |
|
|
Cyberark Software SHS (CYBR) | 0.1 | $333k | 1.0k | 333.15 |
|
|
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $332k | +64% | 1.4k | 242.13 |
|
Ishares Silver Tr Ishares (SLV) | 0.1 | $330k | 13k | 26.33 |
|
|
General Mills (GIS) | 0.1 | $329k | 5.2k | 63.78 |
|
|
Servicenow (NOW) | 0.1 | $329k | +14% | 310.00 | 1060.12 |
|
Genuine Parts Company (GPC) | 0.1 | $329k | 2.8k | 116.76 |
|
|
Eaton Corp SHS (ETN) | 0.1 | $327k | +3% | 985.00 | 331.87 |
|
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $325k | +200% | 12k | 27.32 |
|
PNC Financial Services (PNC) | 0.1 | $318k | 1.6k | 192.85 |
|
|
Ishares Core Msci Emkt (IEMG) | 0.1 | $318k | 6.1k | 52.22 |
|
|
Stryker Corporation (SYK) | 0.1 | $318k | +4% | 882.00 | 359.94 |
|
Cadence Design Systems (CDNS) | 0.1 | $316k | 1.1k | 300.46 |
|
|
Darden Restaurants (DRI) | 0.1 | $314k | 1.7k | 186.72 |
|
|
Parsons Corporation (PSN) | 0.1 | $311k | 3.4k | 92.25 |
|
|
Rexford Industrial Realty Inc reit (REXR) | 0.1 | $309k | 8.0k | 38.66 |
|
|
Gilead Sciences (GILD) | 0.1 | $306k | +7% | 3.3k | 92.38 |
|
Ameriprise Financial (AMP) | 0.1 | $302k | 568.00 | 532.43 |
|
|
Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $301k | +229% | 16k | 18.50 |
|
Golar Lng SHS (GLNG) | 0.1 | $299k | -22% | 7.1k | 42.32 |
|
Waste Management (WM) | 0.1 | $293k | 1.5k | 201.74 |
|
|
Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $291k | 4.6k | 63.75 |
|
|
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $280k | -4% | 1.5k | 189.98 |
|
Sixth Street Specialty Lending (TSLX) | 0.1 | $278k | 13k | 21.30 |
|
|
Advanced Micro Devices (AMD) | 0.1 | $275k | -9% | 2.3k | 120.79 |
|
Flexshares Tr Qualt Divd Idx (QDF) | 0.1 | $274k | 3.9k | 70.55 |
|
|
Starwood Property Trust (STWD) | 0.1 | $269k | 14k | 18.95 |
|
|
Manulife Finl Corp (MFC) | 0.1 | $269k | 8.7k | 30.71 |
|
|
Kemper Corp Del (KMPR) | 0.1 | $268k | 4.0k | 66.44 |
|
|
Verizon Communications (VZ) | 0.1 | $261k | -37% | 6.5k | 39.99 |
|
Goldman Sachs (GS) | 0.1 | $260k | 455.00 | 572.16 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $252k | 2.8k | 90.93 |
|
|
Texas Instruments Incorporated (TXN) | 0.1 | $250k | +6% | 1.3k | 187.52 |
|
Select Sector Spdr Tr Energy (XLE) | 0.1 | $250k | 2.9k | 85.65 |
|
|
Consolidated Edison (ED) | 0.1 | $246k | 2.8k | 89.23 |
|
|
Mattel (MAT) | 0.1 | $242k | 14k | 17.73 |
|
|
Danaher Corporation (DHR) | 0.1 | $238k | 1.0k | 229.55 |
|
|
Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $237k | 8.6k | 27.53 |
|
|
Alnylam Pharmaceuticals (ALNY) | 0.1 | $235k | 1.0k | 235.31 |
|
|
New York Times Cl A (NYT) | 0.1 | $230k | 4.4k | 52.05 |
|
|
Bank of Hawaii Corporation (BOH) | 0.1 | $228k | 3.2k | 71.24 |
|
|
Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $227k | 2.9k | 77.90 |
|
|
Tencent Music Entmt Group Spon Ads (TME) | 0.1 | $227k | 20k | 11.35 |
|
|
Morgan Stanley Com New (MS) | 0.1 | $220k | NEW | 1.7k | 125.69 |
|
Ge Vernova (GEV) | 0.1 | $219k | -37% | 666.00 | 328.93 |
|
3M Company (MMM) | 0.1 | $216k | 1.7k | 129.09 |
|
|
Intercontinental Exchange (ICE) | 0.1 | $214k | 1.4k | 149.01 |
|
|
Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $213k | -11% | 1.1k | 198.19 |
|
Intuit (INTU) | 0.1 | $212k | +3% | 337.00 | 628.50 |
|
Nano X Imaging Ord Shs (NNOX) | 0.1 | $210k | +90% | 29k | 7.20 |
|
Spdr Ser Tr Nyse Tech Etf (XNTK) | 0.1 | $209k | 1.0k | 201.82 |
|
|
Principal Financial (PFG) | 0.1 | $208k | 2.7k | 77.41 |
|
|
Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $208k | -11% | 1.8k | 117.50 |
|
Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $207k | -4% | 2.3k | 89.09 |
|
Novo-nordisk A S Adr (NVO) | 0.1 | $207k | +13% | 2.4k | 86.02 |
|
Allstate Corporation (ALL) | 0.1 | $202k | NEW | 1.1k | 192.76 |
|
Ishares Tr Esg Aware Aggrsv (EAOA) | 0.1 | $202k | 5.7k | 35.72 |
|
|
Goldman Sachs Bdc SHS (GSBD) | 0.1 | $179k | 15k | 12.10 |
|
|
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $177k | NEW | 10k | 17.08 |
|
Liberty Global Com Cl C (LBTYK) | 0.0 | $139k | 11k | 13.14 |
|
|
Poseida Therapeutics I (PSTX) | 0.0 | $106k | 11k | 9.60 |
|
|
Western Asset Global High Income Fnd (EHI) | 0.0 | $87k | 13k | 6.68 |
|
|
8x8 (EGHT) | 0.0 | $29k | +10% | 11k | 2.67 |
|
Opko Health (OPK) | 0.0 | $24k | 17k | 1.47 |
|
|
Clearside Biomedical (CLSD) | 0.0 | $20k | NEW | 22k | 0.95 |
|
Past Filings by Westmount Partners
SEC 13F filings are viewable for Westmount Partners going back to 2024
- Westmount Partners 2023 Q1 filed Jan. 29, 2025
- Westmount Partners 2024 Q2 filed Jan. 28, 2025
- Westmount Partners 2024 Q1 filed Jan. 28, 2025
- Westmount Partners 2023 Q4 filed Jan. 28, 2025
- Westmount Partners 2023 Q3 filed Jan. 28, 2025
- Westmount Partners 2023 Q2 filed Jan. 28, 2025
- Westmount Partners 2022 Q4 filed Jan. 28, 2025
- Westmount Partners 2024 Q3 filed Jan. 13, 2025
- Westmount Partners 2024 Q4 filed Jan. 13, 2025