Westmount Partners

Westmount Partners as of Dec. 31, 2024

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 83k 134.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $8.7M 15k 586.07
Amazon (AMZN) 2.5 $8.4M 38k 219.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $7.9M 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 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 8.2k 511.20
Costco Wholesale Corporation (COST) 1.1 $3.6M 3.9k 916.31
Meta Platforms Cl A (META) 1.0 $3.3M 5.7k 585.49
Home Depot (HD) 1.0 $3.2M 8.2k 388.97
Oracle Corporation (ORCL) 1.0 $3.2M 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 3.2k 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 21k 111.35
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.3M 10k 220.95
JPMorgan Chase & Co. (JPM) 0.7 $2.3M 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 6.6k 316.03
Robinhood Mkts Com Cl A (HOOD) 0.6 $2.0M 55k 37.26
Johnson & Johnson (JNJ) 0.6 $2.0M 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 83k 20.66
Ishares Tr Aggres Alloc Etf (AOA) 0.5 $1.7M 22k 76.61
Tesla Motors (TSLA) 0.5 $1.7M 4.1k 403.83
Exxon Mobil Corporation (XOM) 0.5 $1.6M 15k 107.57
Eli Lilly & Co. (LLY) 0.5 $1.6M 2.1k 771.98
Qualcomm (QCOM) 0.5 $1.5M 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 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 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 4.7k 225.89
Fair Isaac Corporation (FICO) 0.3 $1.1M 535.00 1990.93
Pepsi (PEP) 0.3 $1.1M 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 7.2k 144.84
Altria (MO) 0.3 $999k 19k 52.29
Bank of America Corporation (BAC) 0.3 $986k 22k 43.95
Blackstone Group Inc Com Cl A (BX) 0.3 $949k 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 14k 62.26
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $882k 4.5k 195.83
American Express Company (AXP) 0.3 $847k 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 14k 60.75
Ishares Tr Core Msci Eafe (IEFA) 0.2 $822k 12k 70.28
Edison International (EIX) 0.2 $773k 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 34k 22.70
Lockheed Martin Corporation (LMT) 0.2 $751k 1.5k 486.03
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $739k 3.8k 193.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $737k 29k 25.86
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $727k 31k 23.18
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $727k 7.8k 93.06
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $718k 13k 57.32
Charles Schwab Corporation (SCHW) 0.2 $717k 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 18k 37.53
Vanguard Index Fds Value Etf (VTV) 0.2 $641k 3.8k 169.31
Microstrategy Cl A New (MSTR) 0.2 $627k 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 15k 39.39
Vanguard World Health Car Etf (VHT) 0.2 $597k 2.4k 253.69
Mastercard Incorporated Cl A (MA) 0.2 $593k 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 13k 44.04
Vanguard World Mega Grwth Ind (MGK) 0.2 $566k 1.6k 343.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $561k 20k 27.87
Rush Street Interactive (RSI) 0.2 $550k 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 3.3k 166.80
Shopify Cl A (SHOP) 0.2 $539k 5.1k 106.33
Merck & Co (MRK) 0.2 $531k 5.3k 99.48
At&t (T) 0.2 $518k 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 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 5.1k 90.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $459k 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 2.1k 197.46
Intel Corporation (INTC) 0.1 $408k 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 15k 26.53
Reddit Cl A (RDDT) 0.1 $391k 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 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 2.7k 131.29
Vanguard Index Fds Small Cp Etf (VB) 0.1 $355k 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 4.6k 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 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 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 310.00 1060.12
Genuine Parts Company (GPC) 0.1 $329k 2.8k 116.76
Eaton Corp SHS (ETN) 0.1 $327k 985.00 331.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $325k 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 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 3.3k 92.38
Ameriprise Financial (AMP) 0.1 $302k 568.00 532.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $301k 16k 18.50
Golar Lng SHS (GLNG) 0.1 $299k 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 1.5k 189.98
Sixth Street Specialty Lending (TSLX) 0.1 $278k 13k 21.30
Advanced Micro Devices (AMD) 0.1 $275k 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 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 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 1.7k 125.69
Ge Vernova (GEV) 0.1 $219k 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 1.1k 198.19
Intuit (INTU) 0.1 $212k 337.00 628.50
Nano X Imaging Ord Shs (NNOX) 0.1 $210k 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 1.8k 117.50
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $207k 2.3k 89.09
Novo-nordisk A S Adr (NVO) 0.1 $207k 2.4k 86.02
Allstate Corporation (ALL) 0.1 $202k 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 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 11k 2.67
Opko Health (OPK) 0.0 $24k 17k 1.47
Clearside Biomedical (CLSD) 0.0 $20k 22k 0.95