Westmount Partners

Westmount Partners as of March 31, 2025

Portfolio Holdings for Westmount Partners

Westmount Partners holds 239 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 11.1 $36M 164k 222.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.9 $16M 31k 513.91
Microsoft Corporation (MSFT) 4.0 $13M 35k 375.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $9.1M 17k 532.58
NVIDIA Corporation (NVDA) 2.8 $9.0M 83k 108.38
Caci Intl Cl A (CACI) 2.5 $8.2M 22k 366.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $8.2M 15k 559.38
Broadcom (AVGO) 2.5 $8.1M 48k 167.43
Amazon (AMZN) 2.2 $7.3M 39k 190.26
Ishares Tr Core S&p500 Etf (IVV) 2.0 $6.6M 12k 561.91
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.7 $5.7M 49k 115.95
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.7 $5.4M 59k 91.73
Wal-Mart Stores (WMT) 1.5 $4.8M 55k 87.79
International Business Machines (IBM) 1.5 $4.8M 19k 248.66
Masimo Corporation (MASI) 1.3 $4.3M 26k 166.60
Alphabet Cap Stk Cl A (GOOGL) 1.2 $4.0M 26k 154.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.9M 8.3k 468.90
Illumina (ILMN) 1.2 $3.8M 48k 79.34
Costco Wholesale Corporation (COST) 1.0 $3.3M 3.5k 945.81
Meta Platforms Cl A (META) 0.9 $3.0M 5.3k 576.38
Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $3.0M 11k 274.84
Netflix (NFLX) 0.9 $3.0M 3.2k 932.55
Procter & Gamble Company (PG) 0.9 $2.9M 17k 170.42
Korn Ferry Com New (KFY) 0.9 $2.8M 42k 67.83
Astrana Health Com New (ASTH) 0.8 $2.7M 88k 31.01
Oracle Corporation (ORCL) 0.8 $2.6M 19k 139.81
Home Depot (HD) 0.8 $2.6M 7.0k 366.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.8 $2.5M 60k 41.21
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $2.3M 105k 22.08
Visa Com Cl A (V) 0.7 $2.3M 6.6k 350.44
Robinhood Mkts Com Cl A (HOOD) 0.7 $2.3M 55k 41.62
Wells Fargo & Company (WFC) 0.7 $2.3M 32k 71.79
JPMorgan Chase & Co. (JPM) 0.7 $2.2M 8.9k 245.30
Johnson & Johnson (JNJ) 0.7 $2.2M 13k 165.84
Wisdomtree Tr Floatng Rat Trea (USFR) 0.7 $2.2M 43k 50.33
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.1M 11k 199.48
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.1M 14k 156.23
Ishares Tr Msci Eafe Etf (EFA) 0.6 $2.1M 26k 81.73
Walt Disney Company (DIS) 0.6 $2.0M 21k 98.70
Intuitive Surgical Com New (ISRG) 0.6 $1.9M 3.8k 495.27
Schwab Strategic Tr Fundamental Us L (FNDX) 0.6 $1.9M 80k 23.61
Ishares Tr Core 80/20 Aggre (AOA) 0.6 $1.8M 24k 76.50
Eli Lilly & Co. (LLY) 0.5 $1.8M 2.1k 825.86
Exxon Mobil Corporation (XOM) 0.5 $1.7M 14k 118.93
Philip Morris International (PM) 0.5 $1.7M 11k 158.73
Trust For Professional Man Crossingbrdg Pre (SPC) 0.5 $1.7M 79k 20.96
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $1.6M 27k 59.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.6M 2.00 798441.50
Qualcomm (QCOM) 0.5 $1.5M 10k 153.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.4M 15k 92.83
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $1.4M 37k 36.14
Tesla Motors (TSLA) 0.4 $1.3M 5.2k 259.15
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.3M 3.6k 370.87
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.3M 11k 122.01
S&p Global (SPGI) 0.4 $1.3M 2.5k 508.10
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $1.2M 6.4k 190.57
Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $1.2M 9.0k 135.68
Amgen (AMGN) 0.4 $1.2M 3.9k 311.54
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.2M 60k 19.78
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 23k 50.83
Altria (MO) 0.4 $1.1M 19k 60.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $1.1M 3.1k 361.11
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.1M 3.7k 306.72
Ishares Core Msci Emkt (IEMG) 0.3 $1.1M 21k 53.97
Ishares Tr Core Msci Intl (IDEV) 0.3 $1.1M 16k 68.89
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $1.1M 41k 27.39
Abbvie (ABBV) 0.3 $1.1M 5.1k 209.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.0M 45k 23.43
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.0M 13k 78.94
Fair Isaac Corporation (FICO) 0.3 $1.0M 545.00 1844.16
RadNet (RDNT) 0.3 $994k 20k 49.72
Williams-Sonoma (WSM) 0.3 $990k 6.3k 158.09
Phillips 66 (PSX) 0.3 $980k 7.9k 123.49
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $946k 36k 26.20
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $942k 9.0k 104.57
Bank of America Corporation (BAC) 0.3 $933k 22k 41.73
Select Sector Spdr Tr Technology (XLK) 0.3 $932k 4.5k 206.48
Coca-Cola Company (KO) 0.3 $923k 13k 71.62
Honeywell International (HON) 0.3 $916k 4.3k 211.75
American Express Company (AXP) 0.3 $894k 3.3k 269.04
Ishares Tr Core Msci Eafe (IEFA) 0.3 $892k 12k 75.65
Vanguard World Mega Cap Val Etf (MGV) 0.3 $854k 6.6k 128.83
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $838k 13k 63.53
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $814k 4.2k 194.00
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $800k 26k 30.80
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $783k 8.2k 95.75
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $779k 8.2k 94.58
Blackstone Group Inc Com Cl A (BX) 0.2 $760k 5.4k 139.79
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $758k 28k 27.57
Microstrategy Cl A New (MSTR) 0.2 $756k 2.6k 288.27
Pepsi (PEP) 0.2 $746k 5.0k 149.94
ConocoPhillips (COP) 0.2 $742k 7.1k 105.02
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $737k 3.9k 191.19
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $734k 34k 21.53
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $731k 13k 58.35
Chevron Corporation (CVX) 0.2 $706k 4.2k 167.31
McDonald's Corporation (MCD) 0.2 $705k 2.3k 312.42
Sempra Energy (SRE) 0.2 $702k 9.8k 71.36
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $702k 4.1k 172.26
Ishares Tr Core 60/40 Balan (AOR) 0.2 $698k 12k 57.57
Apollo Global Mgmt (APO) 0.2 $685k 5.0k 136.94
Ge Aerospace Com New (GE) 0.2 $679k 3.4k 200.13
Abbott Laboratories (ABT) 0.2 $671k 5.1k 132.65
Vanguard Index Fds Value Etf (VTV) 0.2 $654k 3.8k 172.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $648k 3.4k 188.14
Vanguard Index Fds Small Cp Etf (VB) 0.2 $641k 2.9k 221.74
Bristol Myers Squibb (BMY) 0.2 $633k 10k 60.99
Vanguard World Health Car Etf (VHT) 0.2 $623k 2.4k 264.73
At&t (T) 0.2 $611k 22k 28.28
Mastercard Incorporated Cl A (MA) 0.2 $609k 1.1k 548.01
Caterpillar (CAT) 0.2 $605k 1.8k 329.72
Lowe's Companies (LOW) 0.2 $596k 2.6k 233.24
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $588k 8.0k 73.90
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $583k 13k 45.26
Comcast Corp Cl A (CMCSA) 0.2 $566k 15k 36.90
Lockheed Martin Corporation (LMT) 0.2 $565k 1.3k 446.57
Mesabi Tr Ctf Ben Int (MSB) 0.2 $563k 21k 26.98
Boeing Company (BA) 0.2 $552k 3.2k 170.55
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $528k 8.1k 65.17
Garmin SHS (GRMN) 0.2 $513k 2.4k 217.13
Vanguard World Mega Grwth Ind (MGK) 0.2 $508k 1.6k 308.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $504k 20k 25.04
Ishares Tr Tips Bd Etf (TIP) 0.1 $486k 4.4k 111.09
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $485k 5.7k 85.07
Duke Energy Corp Com New (DUK) 0.1 $485k 4.0k 121.97
Shopify Cl A (SHOP) 0.1 $484k 5.1k 95.48
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $481k 12k 40.29
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $480k 5.2k 92.47
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $480k 11k 43.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $478k 4.1k 117.49
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $475k 7.8k 60.66
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $475k 1.8k 258.60
Nextera Energy (NEE) 0.1 $463k 6.5k 70.89
Mondelez Intl Cl A (MDLZ) 0.1 $460k 6.8k 67.85
Golar Lng SHS (GLNG) 0.1 $458k 12k 37.99
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $457k 8.9k 51.49
Union Pacific Corporation (UNP) 0.1 $445k 1.9k 236.21
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $443k 1.3k 334.48
Deere & Company (DE) 0.1 $442k 943.00 469.11
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $437k 20k 21.74
Vanguard World Inf Tech Etf (VGT) 0.1 $437k 805.00 542.30
Merck & Co (MRK) 0.1 $418k 4.7k 89.76
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $410k 3.3k 125.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $409k 1.4k 288.14
Starbucks Corporation (SBUX) 0.1 $404k 4.1k 98.10
Ishares Silver Tr Ishares (SLV) 0.1 $403k 13k 30.99
Paychex (PAYX) 0.1 $399k 2.6k 154.28
Ishares Tr Core Msci Total (IXUS) 0.1 $393k 5.6k 69.81
Ionis Pharmaceuticals (IONS) 0.1 $391k 13k 30.17
United Rentals (URI) 0.1 $391k 623.00 626.95
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.1 $378k 11k 33.48
Pfizer (PFE) 0.1 $378k 15k 25.34
Rush Street Interactive (RSI) 0.1 $376k 35k 10.72
Thermo Fisher Scientific (TMO) 0.1 $372k 747.00 497.71
Charles Schwab Corporation (SCHW) 0.1 $364k 4.7k 78.28
Edison International (EIX) 0.1 $364k 6.2k 58.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $363k 2.8k 128.95
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $363k 22k 16.63
salesforce (CRM) 0.1 $353k 1.3k 268.35
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $353k 13k 26.58
Gilead Sciences (GILD) 0.1 $347k 3.1k 112.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $345k 2.1k 165.98
Accenture Plc Ireland Shs Class A (ACN) 0.1 $342k 1.1k 312.04
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $341k 2.7k 127.07
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $341k 3.4k 98.93
Cyberark Software SHS (CYBR) 0.1 $338k 1.0k 338.00
Waste Management (WM) 0.1 $337k 1.5k 231.47
CSX Corporation (CSX) 0.1 $336k 11k 29.43
UnitedHealth (UNH) 0.1 $335k 639.00 523.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $328k 12k 27.96
Reddit Cl A (RDDT) 0.1 $326k 3.1k 104.90
Servicenow (NOW) 0.1 $324k 407.00 796.14
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $323k 3.9k 82.94
Nike CL B (NKE) 0.1 $319k 5.0k 63.48
Stryker Corporation (SYK) 0.1 $318k 853.00 372.17
Ishares Tr Select Divid Etf (DVY) 0.1 $317k 2.4k 134.29
Genuine Parts Company (GPC) 0.1 $317k 2.7k 119.14
Shell Spon Ads (SHEL) 0.1 $316k 4.3k 73.28
Rexford Industrial Realty Inc reit (REXR) 0.1 $313k 8.0k 39.15
Consolidated Edison (ED) 0.1 $305k 2.8k 110.59
Select Sector Spdr Tr Energy (XLE) 0.1 $303k 3.2k 93.45
General Mills (GIS) 0.1 $295k 4.9k 59.79
Cisco Systems (CSCO) 0.1 $293k 4.7k 61.71
PNC Financial Services (PNC) 0.1 $292k 1.7k 175.77
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $292k 2.5k 115.60
Sixth Street Specialty Lending (TSLX) 0.1 $292k 13k 22.38
Verizon Communications (VZ) 0.1 $290k 6.4k 45.36
Goldman Sachs (GS) 0.1 $289k 529.00 545.86
Starwood Property Trust (STWD) 0.1 $289k 15k 19.77
Tencent Music Entmt Group Spon Ads (TME) 0.1 $288k 20k 14.41
Blackrock (BLK) 0.1 $287k 303.00 946.68
Darden Restaurants (DRI) 0.1 $285k 1.4k 207.76
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $276k 4.6k 60.48
Ameriprise Financial (AMP) 0.1 $275k 568.00 484.11
Intel Corporation (INTC) 0.1 $271k 12k 22.71
Alnylam Pharmaceuticals (ALNY) 0.1 $270k 1.0k 270.02
Kemper Corp Del (KMPR) 0.1 $270k 4.0k 66.85
Manulife Finl Corp (MFC) 0.1 $268k 8.6k 31.15
Ge Vernova (GEV) 0.1 $267k 873.00 305.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $266k 1.4k 186.25
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $266k 3.9k 68.36
Mattel (MAT) 0.1 $265k 14k 19.43
Eaton Corp SHS (ETN) 0.1 $264k 970.00 271.83
Boston Scientific Corporation (BSX) 0.1 $263k 2.6k 100.88
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $258k 8.7k 29.76
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $256k 2.8k 90.55
Cadence Design Systems (CDNS) 0.1 $254k 1.0k 254.33
Intercontinental Exchange (ICE) 0.1 $252k 1.5k 172.50
Coinbase Global Com Cl A (COIN) 0.1 $249k 1.4k 172.23
3M Company (MMM) 0.1 $246k 1.7k 146.88
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $245k 4.8k 50.63
Crowdstrike Hldgs Cl A (CRWD) 0.1 $241k 683.00 352.58
CVS Caremark Corporation (CVS) 0.1 $237k 3.5k 67.76
Bank Montreal Que Microsectors Fan 0.1 $234k 650.00 360.00
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $231k 2.8k 83.28
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $229k 2.5k 90.59
Principal Financial (PFG) 0.1 $227k 2.7k 84.37
Ishares Tr Core Total Usd (IUSB) 0.1 $226k 4.9k 46.08
Neonc Technologies Hldgs (NTHI) 0.1 $226k 17k 13.36
Lam Research Corp Com New (LRCX) 0.1 $225k 3.1k 72.70
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $224k 2.9k 76.62
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.1 $224k 2.8k 79.46
Danaher Corporation (DHR) 0.1 $221k 1.1k 205.00
Bank of Hawaii Corporation (BOH) 0.1 $221k 3.2k 68.97
New York Times Cl A (NYT) 0.1 $219k 4.4k 49.60
Allstate Corporation (ALL) 0.1 $218k 1.1k 207.07
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $216k 5.5k 39.36
Carvana Cl A (CVNA) 0.1 $214k 1.0k 209.08
TJX Companies (TJX) 0.1 $212k 1.7k 121.77
Spotify Technology S A SHS (SPOT) 0.1 $211k 384.00 550.03
Ishares Tr Core 40/60 Moder (AOM) 0.1 $210k 4.8k 43.88
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $206k 1.8k 116.39
Grail (GRAL) 0.1 $205k 8.0k 25.54
Ishares Tr Esg Aware 80/20 (EAOA) 0.1 $200k 5.7k 35.39
Goldman Sachs Bdc SHS (GSBD) 0.1 $172k 15k 11.63
Nano X Imaging Ord Shs (NNOX) 0.0 $146k 29k 5.00
Western Asset Global High Income Fnd (EHI) 0.0 $86k 13k 6.61
Opko Health (OPK) 0.0 $28k 17k 1.66
Clearside Biomedical (CLSD) 0.0 $22k 23k 0.92