Westmount Partners

Westmount Partners as of June 30, 2025

Portfolio Holdings for Westmount Partners

Westmount Partners holds 246 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.2 $34M 164k 205.17
Microsoft Corporation (MSFT) 4.9 $18M 36k 497.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $14M 25k 568.03
Broadcom (AVGO) 3.6 $13M 48k 275.65
NVIDIA Corporation (NVDA) 3.2 $12M 75k 157.99
Caci Intl Cl A (CACI) 2.8 $10M 22k 476.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $9.1M 15k 617.87
Amazon (AMZN) 2.4 $8.7M 40k 219.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $8.3M 17k 485.77
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 2.1 $7.8M 85k 91.73
Ishares Tr Core S&p500 Etf (IVV) 2.0 $7.3M 12k 620.92
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.8 $6.7M 52k 128.52
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $6.0M 20k 303.93
International Business Machines (IBM) 1.6 $5.7M 19k 294.78
Wal-Mart Stores (WMT) 1.5 $5.4M 55k 97.78
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $4.6M 8.4k 551.65
Illumina (ILMN) 1.2 $4.5M 48k 95.41
Alphabet Cap Stk Cl A (GOOGL) 1.2 $4.5M 26k 176.23
Masimo Corporation (MASI) 1.2 $4.4M 26k 168.22
Oracle Corporation (ORCL) 1.1 $4.1M 19k 218.63
Meta Platforms Cl A (META) 1.1 $4.1M 5.5k 738.07
Netflix (NFLX) 1.1 $4.0M 3.0k 1339.17
Costco Wholesale Corporation (COST) 0.9 $3.4M 3.5k 989.81
Korn Ferry Com New (KFY) 0.8 $3.1M 42k 73.33
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $2.8M 26k 109.29
Robinhood Mkts Com Cl A (HOOD) 0.7 $2.7M 29k 93.63
Procter & Gamble Company (PG) 0.7 $2.7M 17k 159.32
JPMorgan Chase & Co. (JPM) 0.7 $2.6M 8.9k 289.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $2.6M 105k 24.44
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.7 $2.5M 60k 42.28
Wells Fargo & Company (WFC) 0.7 $2.5M 31k 80.12
Home Depot (HD) 0.7 $2.5M 6.8k 366.64
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.5M 14k 177.39
Walt Disney Company (DIS) 0.6 $2.4M 19k 124.01
Visa Com Cl A (V) 0.6 $2.3M 6.6k 355.07
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.3M 11k 215.78
Ishares Tr Msci Eafe Etf (EFA) 0.6 $2.3M 25k 89.39
Wisdomtree Tr Floatng Rat Trea (USFR) 0.6 $2.1M 43k 50.31
Astrana Health Com New (ASTH) 0.6 $2.1M 86k 24.88
Intuitive Surgical Com New (ISRG) 0.6 $2.1M 3.8k 543.41
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 0.6 $2.0M 40k 51.24
Ishares Tr Core 80/20 Aggre (AOA) 0.6 $2.0M 24k 83.40
Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $2.0M 80k 24.54
Johnson & Johnson (JNJ) 0.5 $2.0M 13k 152.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.5 $1.9M 65k 29.21
Eli Lilly & Co. (LLY) 0.5 $1.8M 2.4k 779.51
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $1.7M 26k 63.71
Trust For Professional Man Crossingbrdg Pre (SPC) 0.5 $1.7M 77k 21.43
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.6M 4.8k 339.55
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $1.6M 15k 110.10
Qualcomm (QCOM) 0.4 $1.6M 10k 159.26
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.6M 3.6k 438.45
Exxon Mobil Corporation (XOM) 0.4 $1.5M 14k 107.80
Schwab Strategic Tr Fundamental Intl (FNDF) 0.4 $1.5M 38k 40.02
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $1.5M 2.00 728800.00
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.4M 11k 135.03
Tesla Motors (TSLA) 0.4 $1.4M 4.3k 317.65
Fair Isaac Corporation (FICO) 0.4 $1.3M 735.00 1827.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $1.3M 60k 22.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $1.3M 3.1k 424.60
S&p Global (SPGI) 0.4 $1.3M 2.5k 527.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 23k 57.01
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.3M 6.5k 195.42
Spdr Series Trust S&p Divid Etf (SDY) 0.3 $1.2M 9.0k 135.72
Schwab Strategic Tr Fundamental Us S (FNDA) 0.3 $1.2M 41k 28.65
Select Sector Spdr Tr Technology (XLK) 0.3 $1.1M 4.5k 253.23
RadNet (RDNT) 0.3 $1.1M 20k 56.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.1M 45k 25.30
Amgen (AMGN) 0.3 $1.1M 3.9k 279.19
Dimensional Etf Trust World Ex Us Core (DFAX) 0.3 $1.1M 36k 29.37
Bank of America Corporation (BAC) 0.3 $1.1M 22k 47.32
Williams-Sonoma (WSM) 0.3 $1.0M 6.3k 163.37
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.0M 13k 79.50
Honeywell International (HON) 0.3 $993k 4.3k 232.90
American Express Company (AXP) 0.3 $982k 3.1k 318.97
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $957k 13k 72.68
Phillips 66 (PSX) 0.3 $947k 7.9k 119.31
Abbvie (ABBV) 0.3 $929k 5.0k 185.63
Ishares Tr Core Msci Eafe (IEFA) 0.3 $927k 11k 83.48
Coca-Cola Company (KO) 0.2 $883k 13k 70.75
Vanguard World Mega Cap Val Etf (MGV) 0.2 $870k 6.6k 131.19
Ge Aerospace Com New (GE) 0.2 $861k 3.3k 257.42
Schwab Strategic Tr Fundamental Emer (FNDE) 0.2 $857k 26k 33.01
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $854k 4.2k 204.68
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $829k 28k 30.14
Ishares Tr Msci Lw Crb Tg (CRBN) 0.2 $824k 3.9k 211.83
Blackstone Group Inc Com Cl A (BX) 0.2 $815k 5.4k 149.58
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $794k 33k 23.83
Mastercard Incorporated Cl A (MA) 0.2 $775k 1.4k 561.76
Ishares Tr Core 60/40 Balan (AOR) 0.2 $770k 13k 61.57
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $760k 12k 62.02
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $756k 8.0k 94.77
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $752k 8.2k 91.44
Sempra Energy (SRE) 0.2 $748k 9.9k 75.77
Ishares Tr Us Oil Gs Ex Etf (IEO) 0.2 $734k 8.3k 88.60
Altria (MO) 0.2 $719k 12k 58.63
Boeing Company (BA) 0.2 $714k 3.4k 209.52
Caterpillar (CAT) 0.2 $713k 1.8k 388.13
Apollo Global Mgmt (APO) 0.2 $709k 5.0k 141.87
Vanguard Index Fds Small Cp Etf (VB) 0.2 $699k 2.9k 236.97
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $677k 8.0k 84.83
Vanguard Index Fds Value Etf (VTV) 0.2 $669k 3.8k 176.75
Philip Morris International (PM) 0.2 $662k 3.6k 182.14
Abbott Laboratories (ABT) 0.2 $659k 4.8k 136.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $658k 3.4k 194.22
Pepsi (PEP) 0.2 $647k 4.9k 132.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $637k 13k 49.46
McDonald's Corporation (MCD) 0.2 $635k 2.2k 292.20
ConocoPhillips (COP) 0.2 $634k 7.1k 89.74
Cyberark Software SHS (CYBR) 0.2 $610k 1.5k 406.88
Vanguard World Mega Grwth Ind (MGK) 0.2 $603k 1.6k 366.17
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $589k 5.1k 115.35
Lockheed Martin Corporation (LMT) 0.2 $589k 1.3k 463.04
Vanguard World Health Car Etf (VHT) 0.2 $584k 2.4k 248.34
Coinbase Global Com Cl A (COIN) 0.2 $573k 1.6k 350.49
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $565k 4.1k 138.69
At&t (T) 0.2 $565k 20k 28.94
Vanguard World Inf Tech Etf (VGT) 0.2 $564k 850.00 663.26
Chevron Corporation (CVX) 0.1 $546k 3.8k 143.18
Lowe's Companies (LOW) 0.1 $532k 2.4k 221.88
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $526k 7.8k 67.22
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $525k 5.7k 91.97
Rush Street Interactive (RSI) 0.1 $523k 35k 14.90
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $515k 11k 48.24
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $513k 1.8k 279.81
Ionis Pharmaceuticals (IONS) 0.1 $512k 13k 39.51
Mesabi Tr Ctf Ben Int (MSB) 0.1 $500k 21k 23.96
Comcast Corp Cl A (CMCSA) 0.1 $491k 14k 35.69
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $482k 2.1k 226.46
Bristol Myers Squibb (BMY) 0.1 $481k 10k 46.29
Deere & Company (DE) 0.1 $481k 945.00 508.69
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $479k 8.9k 53.96
Duke Energy Corp Com New (DUK) 0.1 $479k 4.1k 118.01
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $474k 1.2k 396.54
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.1 $470k 20k 23.39
Nextera Energy (NEE) 0.1 $457k 6.6k 69.42
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $447k 11k 40.11
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $446k 4.8k 92.18
Ishares Tr Core Msci Total (IXUS) 0.1 $441k 5.7k 77.32
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN) 0.1 $440k 11k 38.92
Reddit Cl A (RDDT) 0.1 $439k 2.9k 150.57
Union Pacific Corporation (UNP) 0.1 $434k 1.9k 230.10
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $431k 3.3k 132.15
Charles Schwab Corporation (SCHW) 0.1 $423k 4.6k 91.24
Spdr Gold Tr Gold Shs (GLD) 0.1 $418k 1.4k 304.83
Grail (GRAL) 0.1 $413k 8.0k 51.42
Ishares Silver Tr Ishares (SLV) 0.1 $412k 13k 32.81
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $409k 24k 16.72
Ge Vernova (GEV) 0.1 $407k 769.00 529.23
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $404k 2.7k 150.39
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $404k 4.0k 100.68
Booking Holdings (BKNG) 0.1 $400k 69.00 5789.70
Eaton Corp SHS (ETN) 0.1 $399k 1.1k 356.99
United Rentals (URI) 0.1 $394k 523.00 753.58
Starbucks Corporation (SBUX) 0.1 $383k 4.2k 91.64
Nucor Corporation (NUE) 0.1 $379k 2.9k 129.54
Paychex (PAYX) 0.1 $379k 2.6k 145.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $377k 2.8k 133.30
Golar Lng SHS (GLNG) 0.1 $373k 9.1k 41.19
Servicenow (NOW) 0.1 $372k 362.00 1028.08
CSX Corporation (CSX) 0.1 $372k 11k 32.63
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $367k 13k 27.67
Merck & Co (MRK) 0.1 $367k 4.6k 79.15
Nike CL B (NKE) 0.1 $367k 5.2k 71.04
Ishares Tr Tips Bd Etf (TIP) 0.1 $357k 3.2k 110.04
Palantir Technologies Cl A (PLTR) 0.1 $355k 2.6k 136.32
Crowdstrike Hldgs Cl A (CRWD) 0.1 $348k 683.00 509.31
Gilead Sciences (GILD) 0.1 $345k 3.1k 110.86
Ishares Core Msci Emkt (IEMG) 0.1 $342k 5.7k 60.03
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $340k 2.5k 134.39
Pfizer (PFE) 0.1 $339k 14k 24.24
Cadence Design Systems (CDNS) 0.1 $339k 1.1k 308.15
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $338k 4.1k 83.00
Waste Management (WM) 0.1 $334k 1.5k 228.79
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $334k 3.4k 99.19
salesforce (CRM) 0.1 $332k 1.2k 272.72
UnitedHealth (UNH) 0.1 $330k 1.1k 312.06
Cisco Systems (CSCO) 0.1 $330k 4.8k 69.38
Accenture Plc Ireland Shs Class A (ACN) 0.1 $327k 1.1k 298.89
Alnylam Pharmaceuticals (ALNY) 0.1 $326k 1.0k 326.09
Genuine Parts Company (GPC) 0.1 $325k 2.7k 121.31
Goldman Sachs (GS) 0.1 $324k 458.00 708.28
Garmin SHS (GRMN) 0.1 $324k 1.6k 208.72
Edison International (EIX) 0.1 $319k 6.2k 51.60
Blackrock (BLK) 0.1 $318k 303.00 1049.47
Carvana Cl A (CVNA) 0.1 $315k 935.00 336.96
Celestica (CLS) 0.1 $312k 2.0k 156.11
Sixth Street Specialty Lending (TSLX) 0.1 $310k 13k 23.81
PNC Financial Services (PNC) 0.1 $310k 1.7k 186.42
Thermo Fisher Scientific (TMO) 0.1 $307k 757.00 405.55
Dimensional Etf Trust Us Equity Market (DFUS) 0.1 $306k 4.6k 67.02
Ishares Tr Select Divid Etf (DVY) 0.1 $305k 2.3k 132.81
Shell Spon Ads (SHEL) 0.1 $304k 4.3k 70.41
Ameriprise Financial (AMP) 0.1 $303k 568.00 533.73
Lam Research Corp Com New (LRCX) 0.1 $301k 3.1k 97.35
Tencent Music Entmt Group Spon Ads (TME) 0.1 $292k 15k 19.49
Fidelity Covington Trust Enhanced Intl (FENI) 0.1 $291k 8.8k 33.26
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $284k 1.5k 192.71
Flexshares Tr Qualt Divd Idx (QDF) 0.1 $284k 3.9k 73.18
Rexford Industrial Realty Inc reit (REXR) 0.1 $284k 8.0k 35.57
Boston Scientific Corporation (BSX) 0.1 $284k 2.6k 107.41
Verizon Communications (VZ) 0.1 $281k 6.5k 43.27
Consolidated Edison (ED) 0.1 $277k 2.8k 100.35
Manulife Finl Corp (MFC) 0.1 $275k 8.6k 31.96
Intel Corporation (INTC) 0.1 $272k 12k 22.40
Starwood Property Trust (STWD) 0.1 $271k 14k 20.07
Mattel (MAT) 0.1 $269k 14k 19.72
Intercontinental Exchange (ICE) 0.1 $268k 1.5k 183.47
Stryker Corporation (SYK) 0.1 $268k 678.00 395.63
Neonc Technologies Hldgs (NTHI) 0.1 $262k 73k 3.57
Kemper Corp Del (KMPR) 0.1 $260k 4.0k 64.54
AutoZone (AZO) 0.1 $256k 69.00 3712.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $253k 2.8k 89.06
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $253k 2.8k 90.98
3M Company (MMM) 0.1 $253k 1.7k 152.28
Intuit (INTU) 0.1 $250k 317.00 787.63
New York Times Cl A (NYT) 0.1 $247k 4.4k 55.98
Fortinet (FTNT) 0.1 $245k 2.3k 105.72
Spdr Series Trust Nyse Tech Etf (XNTK) 0.1 $245k 1.0k 237.28
Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.1 $242k 2.9k 82.67
Parsons Corporation (PSN) 0.1 $242k 3.4k 71.77
Select Sector Spdr Tr Energy (XLE) 0.1 $242k 2.9k 84.81
CVS Caremark Corporation (CVS) 0.1 $241k 3.5k 68.99
Texas Instruments Incorporated (TXN) 0.1 $236k 1.1k 207.55
Advanced Micro Devices (AMD) 0.1 $235k 1.7k 141.86
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $235k 5.5k 42.83
Microstrategy Cl A New (MSTR) 0.1 $234k 579.00 404.23
Morgan Stanley Com New (MS) 0.1 $234k 1.7k 140.89
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $228k 1.8k 128.60
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $225k 2.4k 92.61
Ralph Lauren Corp Cl A (RL) 0.1 $220k 803.00 274.28
TJX Companies (TJX) 0.1 $219k 1.8k 123.46
Ishares Tr Esg Aware 80/20 (EAOA) 0.1 $218k 5.7k 38.54
Bank of Hawaii Corporation (BOH) 0.1 $216k 3.2k 67.53
IDEXX Laboratories (IDXX) 0.1 $215k 400.00 536.34
Principal Financial (PFG) 0.1 $212k 2.7k 79.43
Allstate Corporation (ALL) 0.1 $212k 1.1k 201.34
Danaher Corporation (DHR) 0.1 $212k 1.1k 197.54
Darden Restaurants (DRI) 0.1 $204k 935.00 217.97
Ishares Tr Core 40/60 Moder (AOM) 0.1 $201k 4.4k 46.04
Linde SHS (LIN) 0.1 $201k 427.00 469.48
Goldman Sachs Bdc SHS (GSBD) 0.0 $166k 15k 11.25
Nano X Imaging Ord Shs (NNOX) 0.0 $125k 24k 5.17
Western Asset Global High Income Fnd (EHI) 0.0 $85k 13k 6.54
Opko Health (OPK) 0.0 $22k 17k 1.32
Clearside Biomedical (CLSD) 0.0 $19k 23k 0.80