Westmount Partners, LLC Top Holdings and 13F Report (2025) About Westmount Partners, LLCInvestment ActivityWestmount Partners, LLC has $329.16 million in total holdings as of December 31, 2024.Westmount Partners, LLC owns shares of 218 different stocks, but just 67 companies or ETFs make up 80% of its holdings.Approximately 2.88% of the portfolio was purchased this quarter.About 5.24% of the portfolio was sold this quarter.This quarter, Westmount Partners, LLC has purchased 230 new stocks and bought additional shares in 90 stocks.Westmount Partners, LLC sold shares of 67 stocks and completely divested from 17 stocks this quarter.Largest Holdings Apple $41,167,402Microsoft $15,369,976Vanguard S&P 500 ETF $14,470,894CACI International $11,836,130Broadcom $11,225,495 Largest New Holdings this Quarter REDDIT INC $390,622 HoldingMorgan Stanley $219,824 HoldingAllstate $202,400 HoldingPlains All American Pipeline $176,504 HoldingClearside Biomedical $20,425 Holding Largest Purchases this Quarter Berkshire Hathaway 2,801 shares (about $1.27M)Schwab US Large-Cap ETF 27,659 shares (about $641.13K)Schwab US Broad Market ETF 22,676 shares (about $514.74K)Schwab US Small-Cap ETF 19,407 shares (about $501.86K)Schwab U.S. Large-Cap Growth ETF 15,090 shares (about $420.56K) Largest Sales this Quarter SPDR Doubleline Total Return Tactical ETF 10,741 shares (about $423.09K)Amazon.com 1,510 shares (about $331.28K)Vanguard Mega Cap Growth ETF 875 shares (about $300.48K)Oracle 1,388 shares (about $231.29K)Walt Disney 1,978 shares (about $220.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestmount Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$41,167,402$65,109 ▼-0.2%164,39312.5%Computer and TechnologyMSFTMicrosoft$15,369,976$295,893 ▲2.0%36,4654.7%Computer and TechnologyVOOVanguard S&P 500 ETF$14,470,894$238,155 ▲1.7%26,8574.4%ETFCACICACI International$11,836,130$4,041 ▼0.0%29,2933.6%Computer and TechnologyAVGOBroadcom$11,225,495$67,234 ▲0.6%48,4193.4%Computer and TechnologyNVDANVIDIA$11,173,513$279,459 ▲2.6%83,2043.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,675,036$278,384 ▲3.3%14,8022.6%FinanceAMZNAmazon.com$8,380,084$331,281 ▼-3.8%38,1972.5%Retail/WholesaleBRK.BBerkshire Hathaway$7,876,647$1,269,637 ▲19.2%17,3772.4%FinanceIVViShares Core S&P 500 ETF$6,771,346$6,475 ▲0.1%11,5032.1%ETFILMNIllumina$6,361,9910.0%47,6091.9%MedicalVTVanguard Total World Stock ETF$5,458,319$154,133 ▲2.9%46,4621.7%ETFWMTWalmart$5,044,250$80,050 ▲1.6%55,8301.5%Retail/WholesaleGOOGLAlphabet$4,652,367$48,460 ▼-1.0%24,5771.4%Computer and TechnologyMASIMasimo$4,296,3120.0%25,9911.3%MedicalIBMInternational Business Machines$4,267,901$8,353 ▼-0.2%19,4151.3%Computer and TechnologyQQQInvesco QQQ$4,213,314$85,370 ▲2.1%8,2421.3%FinanceCOSTCostco Wholesale$3,556,189$205,253 ▲6.1%3,8811.1%Retail/WholesaleMETAMeta Platforms$3,308,581$384,079 ▲13.1%5,6511.0%Computer and TechnologyHDHome Depot$3,194,995$17,893 ▲0.6%8,2141.0%Retail/WholesaleORCLOracle$3,162,749$231,291 ▼-6.8%18,9801.0%Computer and TechnologyVTIVanguard Total Stock Market ETF$3,162,288$11,012 ▼-0.3%10,9121.0%ETFPGProcter & Gamble$3,137,070$57,839 ▼-1.8%18,7121.0%Consumer StaplesNFLXNetflix$2,878,072$105,176 ▲3.8%3,2290.9%Consumer DiscretionaryAMEHApollo Medical$2,848,231$56,722 ▼-2.0%90,3340.9%MedicalKFYKorn Ferry$2,809,6970.0%41,6560.9%Business ServicesDFUVDimensional US Marketwide Value ETF$2,465,0210.0%60,2400.7%ETFGOOGAlphabet$2,441,905$1,524 ▼-0.1%12,8220.7%Computer and TechnologyDISWalt Disney$2,302,628$220,252 ▼-8.7%20,6790.7%Consumer DiscretionaryIWMiShares Russell 2000 ETF$2,289,945$43,086 ▲1.9%10,3640.7%FinanceJPMJPMorgan Chase & Co.$2,282,164$113,377 ▼-4.7%9,5210.7%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,205,848$30,142 ▲1.4%43,8360.7%FinanceWFCWells Fargo & Company$2,202,148$20,721 ▼-0.9%31,3520.7%FinanceVVisa$2,088,342$150,747 ▼-6.7%6,6080.6%Business ServicesHOODRobinhood Markets$2,035,5510.0%54,6310.6%FinanceJNJJohnson & Johnson$2,018,469$41,506 ▼-2.0%13,9570.6%MedicalISRGIntuitive Surgical$1,978,7500.0%3,7910.6%MedicalEFAiShares MSCI EAFE ETF$1,914,363$31,756 ▲1.7%25,3190.6%FinanceDFASDimensional U.S. Small Cap ETF$1,857,5780.0%28,5430.6%ETFSPCCrossingBridge Pre-Merger SPAC ETF$1,716,581$156,355 ▲10.0%83,0870.5%ETFAOAiShares Core Aggressive Allocation ETF$1,703,283$150,693 ▲9.7%22,2330.5%ETFTSLATesla$1,664,571$188,183 ▼-10.2%4,1220.5%Auto/Tires/TrucksXOMExxon Mobil$1,632,412$27,861 ▼-1.7%15,1750.5%Oils/EnergyLLYEli Lilly and Company$1,597,236$206,892 ▼-11.5%2,0690.5%MedicalQCOMQUALCOMM$1,543,079$222,744 ▲16.9%10,0450.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,496,450$9,341 ▼-0.6%14,7390.5%ETFPMPhilip Morris International$1,428,018$15,043 ▲1.1%11,8660.4%Consumer StaplesIWFiShares Russell 1000 Growth ETF$1,399,154$4,016 ▼-0.3%3,4840.4%ETFRDNTRadNet$1,396,8000.0%20,0000.4%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$1,367,092$4,244 ▲0.3%10,6290.4%ETFVUGVanguard Growth ETF$1,351,872$821 ▲0.1%3,2940.4%ETFIVEiShares S&P 500 Value ETF$1,226,692$3,817 ▲0.3%6,4270.4%ETFSPGIS&P Global$1,196,268$12,451 ▲1.1%2,4020.4%Business ServicesIWBiShares Russell 1000 ETF$1,183,5270.0%3,6740.4%ETFSDYSPDR S&P Dividend ETF$1,182,660$4,359 ▲0.4%8,9530.4%ETFWSMWilliams-Sonoma$1,155,981$10,926 ▲1.0%6,2420.4%Retail/WholesaleVCSHVanguard Short-Term Corporate Bond ETF$1,127,532$71,612 ▲6.8%14,4540.3%ETFAMGNAmgen$1,120,971$3,909 ▲0.3%4,3010.3%MedicalVEAVanguard FTSE Developed Markets ETF$1,106,780$87,462 ▼-7.3%23,1450.3%ETFIJRiShares Core S&P Small-Cap ETF$1,091,087$4,724 ▲0.4%9,4700.3%ETFHONHoneywell International$1,070,493$27,559 ▲2.6%4,7390.3%Multi-Sector ConglomeratesFICOFair Isaac$1,065,1480.0%5350.3%Computer and TechnologyPEPPepsiCo$1,053,137$23,873 ▼-2.2%6,9260.3%Consumer StaplesXLKTechnology Select Sector SPDR Fund$1,049,595$9,766 ▼-0.9%4,5140.3%ETFCVXChevron$1,048,912$65,901 ▼-5.9%7,2420.3%Oils/EnergyMOAltria Group$998,655$1,255 ▲0.1%19,0980.3%Consumer StaplesBACBank of America$986,449$92,030 ▲10.3%22,4450.3%FinanceBXBlackstone$948,469$359,491 ▲61.0%5,5010.3%FinanceCATCaterpillar$937,860$1,451 ▲0.2%2,5850.3%Industrial ProductsSRESempra$920,0360.0%10,4880.3%UtilitiesABBVAbbVie$914,275$7,641 ▼-0.8%5,1450.3%MedicalMCDMcDonald's$913,880$11,884 ▼-1.3%3,1530.3%Retail/WholesalePSXPhillips 66$903,775$1,025 ▼-0.1%7,9330.3%Oils/EnergyDFAXDimensional World ex U.S. Core Equity 2 ETF$897,5700.0%36,1050.3%ETFKOCoca-Cola$893,963$28,141 ▼-3.1%14,3590.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$882,199$51,698 ▼-5.5%4,5050.3%ETFAXPAmerican Express$846,509$70,938 ▼-7.7%2,8520.3%FinanceAPOApollo Global Management$840,764$15,028 ▲1.8%5,0910.3%FinanceMGVVanguard Mega Cap Value ETF$828,0960.0%6,6300.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$824,050$30,982 ▲3.9%13,5650.3%ETFIEFAiShares Core MSCI EAFE ETF$821,686$3,444 ▼-0.4%11,6920.2%ETFEIXEdison International$772,930$21,317 ▼-2.7%9,6810.2%UtilitiesIJHiShares Core S&P Mid-Cap ETF$772,841$1,682 ▲0.2%12,4030.2%ETFSCHBSchwab US Broad Market ETF$771,223$514,739 ▲200.7%33,9750.2%ETFLMTLockheed Martin$750,9230.0%1,5450.2%AerospaceCRBNiShares MSCI ACWI Low Carbon Target ETF$738,698$21,294 ▲3.0%3,8160.2%ETFSCHASchwab US Small-Cap ETF$737,086$501,864 ▲213.4%28,5030.2%ETFSCHXSchwab US Large-Cap ETF$727,247$641,134 ▲744.5%31,3740.2%ETFIYRiShares U.S. Real Estate ETF$726,904$26,336 ▲3.8%7,8110.2%ETFAORiShares Core Growth Allocation ETF$718,137$29,519 ▲4.3%12,5290.2%ETFSCHWCharles Schwab$716,940$27,162 ▼-3.7%9,6870.2%FinanceCOPConocoPhillips$706,487$7,537 ▲1.1%7,1240.2%Oils/EnergyUPROProShares UltraPro S&P 500$705,422$3,812 ▲0.5%7,9580.2%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$682,713$4,213 ▲0.6%7,6170.2%ETFIWDiShares Russell 1000 Value ETF$677,6530.0%3,6600.2%ETFCMCSAComcast$677,077$35,015 ▲5.5%18,0410.2%Consumer DiscretionaryVTVVanguard Value ETF$641,0030.0%3,7860.2%ETFMSTRMicroStrategy$627,317$102,525 ▼-14.0%2,1660.2%Computer and TechnologyBABoeing$617,183$3,717 ▲0.6%3,4870.2%AerospaceGRAYSCALE BITCOIN TRUST ETF$600,0800.0%8,1070.2%SHS REP COM UTShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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