13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 13, 2025 · Accession 0002051491-25-000001
Total Value
$332.5M
Positions
230
Other Managers
0
Confidential Omitted
No
Holdings (230)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 164,653 | $38.4M | 11.54% |
| 2 | MICROSOFT CORP | MSFT | 35,763 | $15.4M | 4.63% |
| 3 | CACI INTL INC | 127190304 | 29,303 | $14.8M | 4.45% |
| 4 | VANGUARD INDEX FDS | 922908363 | 26,415 | $13.9M | 4.19% |
| 5 | ISHARES TR | 464288679 | 93,022 | $10.3M | 3.09% |
| 6 | NVIDIA CORPORATION | NVDA | 81,123 | $9.9M | 2.96% |
| 7 | BROADCOM INC | AVGO | 48,129 | $8.3M | 2.50% |
| 8 | SPDR S&P 500 ETF TR | SPY | 14,327 | $8.2M | 2.47% |
| 9 | AMAZON COM INC | AMZN | 39,707 | $7.4M | 2.22% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,576 | $6.7M | 2.02% |
| 11 | ISHARES TR | 464287200 | 11,492 | $6.6M | 1.99% |
| 12 | ILLUMINA INC | ILMN | 47,609 | $6.2M | 1.87% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042742 | 45,150 | $5.4M | 1.63% |
| 14 | ASTRANA HEALTH INC | ASTH | 92,133 | $5.3M | 1.61% |
| 15 | WALMART INC | WMT | 54,944 | $4.4M | 1.33% |
| 16 | INTERNATIONAL BUSINESS MACHS | INTR | 19,453 | $4.3M | 1.29% |
| 17 | ALPHABET INC | GOOG | 24,833 | $4.1M | 1.24% |
| 18 | INVESCO QQQ TR | IVZ | 8,075 | $3.9M | 1.19% |
| 19 | ORACLE CORP | ORCL-PD | 20,368 | $3.5M | 1.04% |
| 20 | MASIMO CORP | MASI | 25,991 | $3.5M | 1.04% |
| 21 | HOME DEPOT INC | HD | 8,168 | $3.3M | 1.00% |
| 22 | PROCTER AND GAMBLE CO | 742718109 | 19,057 | $3.3M | 0.99% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 3,657 | $3.2M | 0.97% |
| 24 | KORN FERRY | KFY | 41,656 | $3.1M | 0.94% |
| 25 | VANGUARD INDEX FDS | 922908769 | 10,950 | $3.1M | 0.93% |
| 26 | META PLATFORMS INC | META | 4,995 | $2.9M | 0.86% |
| 27 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.5M | 0.76% |
| 28 | JOHNSON & JOHNSON | JNJ | 14,244 | $2.3M | 0.69% |
| 29 | ISHARES TR | 464287655 | 10,169 | $2.2M | 0.68% |
| 30 | NETFLIX INC | NFLX | 3,111 | $2.2M | 0.66% |
| 31 | DISNEY WALT CO | 254687106 | 22,657 | $2.2M | 0.66% |
| 32 | WISDOMTREE TR | WT | 43,237 | $2.2M | 0.65% |
| 33 | ALPHABET INC | GOOG | 12,830 | $2.1M | 0.65% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 9,994 | $2.1M | 0.63% |
| 35 | ISHARES TR | 464287465 | 24,899 | $2.1M | 0.63% |
| 36 | ELI LILLY & CO | LLY | 2,337 | $2.1M | 0.62% |
| 37 | VISA INC | V | 7,085 | $1.9M | 0.59% |
| 38 | INTUITIVE SURGICAL INC | ISRG | 3,791 | $1.9M | 0.56% |
| 39 | DIMENSIONAL ETF TRUST | 25434V500 | 28,543 | $1.9M | 0.56% |
| 40 | EXXON MOBIL CORP | XOM | 15,434 | $1.8M | 0.54% |
| 41 | WELLS FARGO CO NEW | 949746101 | 31,647 | $1.8M | 0.54% |
| 42 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 75,519 | $1.6M | 0.49% |
| 43 | ISHARES TR | 464289859 | 20,266 | $1.6M | 0.48% |
| 44 | QUALCOMM INC | QCOM | 8,595 | $1.5M | 0.44% |
| 45 | PHILIP MORRIS INTL INC | 718172109 | 11,741 | $1.4M | 0.43% |
| 46 | ISHARES TR | 464287309 | 14,831 | $1.4M | 0.43% |
| 47 | RADNET INC | RDNT | 20,000 | $1.4M | 0.42% |
| 48 | AMGEN INC | AMGN | 4,286 | $1.4M | 0.42% |
| 49 | ISHARES TR | 464287150 | 10,596 | $1.3M | 0.40% |
| 50 | VANGUARD TAX-MANAGED FDS | 921943858 | 24,974 | $1.3M | 0.40% |
| 51 | ISHARES TR | 464287614 | 3,494 | $1.3M | 0.39% |
| 52 | ROBINHOOD MKTS INC | 770700102 | 54,631 | $1.3M | 0.38% |
| 53 | SPDR SER TR | 78464A763 | 8,920 | $1.3M | 0.38% |
| 54 | VANGUARD INDEX FDS | 922908736 | 3,292 | $1.3M | 0.38% |
| 55 | ISHARES TR | 464287408 | 6,407 | $1.3M | 0.38% |
| 56 | S&P GLOBAL INC | SPGI | 2,377 | $1.2M | 0.37% |
| 57 | PEPSICO INC | PEP | 7,083 | $1.2M | 0.36% |
| 58 | TESLA INC | TSLA | 4,588 | $1.2M | 0.36% |
| 59 | ISHARES TR | 464287622 | 3,674 | $1.2M | 0.35% |
| 60 | CHEVRON CORP NEW | CVX | 7,697 | $1.1M | 0.34% |
| 61 | ISHARES TR | 464287804 | 9,429 | $1.1M | 0.33% |
| 62 | VANGUARD SCOTTSDALE FDS | 92206C409 | 13,536 | $1.1M | 0.32% |
| 63 | SSGA ACTIVE ETF TR | 78467V848 | 25,904 | $1.1M | 0.32% |
| 64 | COCA COLA CO | KO | 14,811 | $1.1M | 0.32% |
| 65 | PHILLIPS 66 | PSX | 7,942 | $1.0M | 0.31% |
| 66 | FAIR ISAAC CORP | FICO | 535 | $1.0M | 0.31% |
| 67 | SELECT SECTOR SPDR TR | 81369Y803 | 4,556 | $1.0M | 0.31% |
| 68 | ABBVIE INC | ABBV | 5,188 | $1.0M | 0.31% |
| 69 | CATERPILLAR INC | CAT | 2,581 | $1.0M | 0.30% |
| 70 | DIMENSIONAL ETF TRUST | 25434V880 | 36,105 | $975,196 | 0.29% |
| 71 | ALTRIA GROUP INC | MO | 19,074 | $973,530 | 0.29% |
| 72 | MCDONALDS CORP | MCD | 3,194 | $972,718 | 0.29% |
| 73 | WILLIAMS SONOMA INC | WSM | 6,183 | $957,920 | 0.29% |
| 74 | HONEYWELL INTL INC | 438516106 | 4,617 | $954,419 | 0.29% |
| 75 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,769 | $944,611 | 0.28% |
| 76 | ISHARES TR | 46432F842 | 11,741 | $916,369 | 0.28% |
| 77 | LOCKHEED MARTIN CORP | LMT | 1,545 | $903,147 | 0.27% |
| 78 | ISHARES TR | 464288273 | 13,055 | $883,810 | 0.27% |
| 79 | SEMPRA | SREA | 10,488 | $877,139 | 0.26% |
| 80 | EDISON INTL | 281020107 | 9,948 | $866,390 | 0.26% |
| 81 | VANGUARD WORLD FD | 921910840 | 6,630 | $850,438 | 0.26% |
| 82 | AMERICAN EXPRESS CO | AXP | 3,091 | $838,279 | 0.25% |
| 83 | VANGUARD INTL EQUITY INDEX F | 922042858 | 17,151 | $820,669 | 0.25% |
| 84 | GE AEROSPACE | 369604301 | 4,325 | $815,553 | 0.25% |
| 85 | VANGUARD WORLD FD | 921910816 | 2,523 | $812,280 | 0.24% |
| 86 | BANK AMERICA CORP | 060505104 | 20,351 | $807,543 | 0.24% |
| 87 | ISHARES TR | 464287507 | 12,376 | $771,302 | 0.23% |
| 88 | ISHARES TR | 464287739 | 7,528 | $766,872 | 0.23% |
| 89 | SCHWAB STRATEGIC TR | 808524102 | 11,299 | $751,640 | 0.23% |
| 90 | CONOCOPHILLIPS | COP | 7,048 | $742,013 | 0.22% |
| 91 | ISHARES TR | 46434V464 | 3,706 | $726,915 | 0.22% |
| 92 | COMCAST CORP NEW | CCZ | 17,108 | $714,599 | 0.21% |
| 93 | ISHARES TR | 464289867 | 12,014 | $711,684 | 0.21% |
| 94 | ISHARES TR | 464287598 | 3,660 | $694,709 | 0.21% |
| 95 | ISHARES TR | 464288851 | 7,570 | $692,321 | 0.21% |
| 96 | PROSHARES TR | 74347X864 | 7,915 | $682,196 | 0.21% |
| 97 | VANGUARD WORLD FD | 92204A504 | 2,352 | $663,734 | 0.20% |
| 98 | VANGUARD INDEX FDS | 922908744 | 3,786 | $660,894 | 0.20% |
| 99 | LOWES COS INC | 548661107 | 2,408 | $652,223 | 0.20% |
| 100 | SCHWAB CHARLES CORP | SCHW-PJ | 10,054 | $651,580 | 0.20% |
| 101 | MERCK & CO INC | MRK | 5,570 | $632,546 | 0.19% |
| 102 | AT&T INC | T-PC | 28,595 | $629,087 | 0.19% |
| 103 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,000 | $624,550 | 0.19% |
| 104 | ABBOTT LABS | ABLZF | 5,059 | $576,777 | 0.17% |
| 105 | INTEL CORP | INTC | 23,422 | $549,472 | 0.17% |
| 106 | ISHARES TR | 464287499 | 6,158 | $542,766 | 0.16% |
| 107 | RUSH STREET INTERACTIVE INC | RSI | 50,000 | $542,500 | 0.16% |
| 108 | IONIS PHARMACEUTICALS INC | IONS | 13,462 | $539,288 | 0.16% |
| 109 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,365 | $536,289 | 0.16% |
| 110 | NEXTERA ENERGY INC | NEE-PW | 6,308 | $533,215 | 0.16% |
| 111 | BOEING CO | BA-PA | 3,466 | $526,957 | 0.16% |
| 112 | SCHWAB STRATEGIC TR | 808524300 | 5,027 | $523,705 | 0.16% |
| 113 | BLACKSTONE INC | BX | 3,416 | $523,163 | 0.16% |
| 114 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,274 | $521,289 | 0.16% |
| 115 | MASTERCARD INCORPORATED | MA | 1,052 | $519,714 | 0.16% |
| 116 | MONDELEZ INTL INC | 609207105 | 6,908 | $508,891 | 0.15% |
| 117 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $493,772 | 0.15% |
| 118 | VANGUARD INDEX FDS | 922908629 | 1,841 | $485,842 | 0.15% |
| 119 | PFIZER INC | PFE | 16,534 | $478,498 | 0.14% |
| 120 | ISHARES TR | 464287481 | 4,072 | $477,592 | 0.14% |
| 121 | VERIZON COMMUNICATIONS INC | VZ | 10,500 | $471,561 | 0.14% |
| 122 | MESABI TR | MSB | 20,856 | $469,467 | 0.14% |
| 123 | SCHWAB STRATEGIC TR | 808524607 | 9,096 | $468,440 | 0.14% |
| 124 | VANGUARD WORLD FD | 92204A702 | 798 | $467,864 | 0.14% |
| 125 | UNION PAC CORP | UNP | 1,878 | $462,812 | 0.14% |
| 126 | DUKE ENERGY CORP NEW | DUKB | 3,926 | $452,724 | 0.14% |
| 127 | THERMO FISHER SCIENTIFIC INC | TMO | 730 | $451,556 | 0.14% |
| 128 | SHELL PLC | RYDAF | 6,711 | $442,603 | 0.13% |
| 129 | PIMCO ETF TR | 72201R775 | 4,645 | $439,480 | 0.13% |
| 130 | ISHARES TR | 464287473 | 3,256 | $430,662 | 0.13% |
| 131 | NIKE INC | NKE | 4,849 | $428,609 | 0.13% |
| 132 | STARBUCKS CORP | SBUX | 4,385 | $427,493 | 0.13% |
| 133 | MICROSTRATEGY INC | STRK | 2,520 | $424,872 | 0.13% |
| 134 | UNITED RENTALS INC | URI | 523 | $423,554 | 0.13% |
| 135 | UNITEDHEALTH GROUP INC | UNH | 706 | $412,764 | 0.12% |
| 136 | ADVANCED MICRO DEVICES INC | AMD | 2,511 | $412,005 | 0.12% |
| 137 | GRAYSCALE BITCOIN TR BTC | GBTC | 8,107 | $409,404 | 0.12% |
| 138 | ISHARES TR | 464287168 | 3,018 | $407,641 | 0.12% |
| 139 | ISHARES TR | 464287234 | 8,792 | $403,203 | 0.12% |
| 140 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $401,977 | 0.12% |
| 141 | SHOPIFY INC | SHOP | 5,012 | $401,662 | 0.12% |
| 142 | ISHARES TR | 46432F834 | 5,523 | $401,157 | 0.12% |
| 143 | DEERE & CO | DE | 947 | $395,003 | 0.12% |
| 144 | GENUINE PARTS CO | GPC | 2,814 | $393,060 | 0.12% |
| 145 | CSX CORP | CSX | 11,319 | $390,833 | 0.12% |
| 146 | VANGUARD INDEX FDS | 922908751 | 1,635 | $387,841 | 0.12% |
| 147 | GENERAL MLS INC | 370334104 | 5,139 | $379,550 | 0.11% |
| 148 | VANGUARD WHITEHALL FDS | 921946406 | 2,826 | $362,304 | 0.11% |
| 149 | ISHARES TR | 464287176 | 3,240 | $357,923 | 0.11% |
| 150 | ISHARES SILVER TR | SLV | 12,546 | $356,432 | 0.11% |
| 151 | SCHWAB STRATEGIC TR | 808524409 | 4,426 | $355,688 | 0.11% |
| 152 | ISHARES TR | 464287671 | 2,681 | $353,654 | 0.11% |
| 153 | PARSONS CORP DEL | PSN | 3,376 | $350,024 | 0.11% |
| 154 | ACCENTURE PLC IRELAND | ACN | 989 | $349,592 | 0.11% |
| 155 | PAYCHEX INC | PAYX | 2,589 | $347,418 | 0.10% |
| 156 | ISHARES INC | 46434G103 | 6,043 | $346,952 | 0.10% |
| 157 | SCHWAB STRATEGIC TR | 808524797 | 3,969 | $335,501 | 0.10% |
| 158 | GOLAR LNG LTD | GLNG | 9,061 | $333,067 | 0.10% |
| 159 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,868 | $324,416 | 0.10% |
| 160 | CISCO SYS INC | CSCO | 6,004 | $319,544 | 0.10% |
| 161 | EATON CORP PLC | ETN | 955 | $316,525 | 0.10% |
| 162 | STRYKER CORPORATION | SYK | 845 | $305,426 | 0.09% |
| 163 | PNC FINL SVCS GROUP INC | 693475105 | 1,649 | $304,818 | 0.09% |
| 164 | WASTE MGMT INC DEL | 94106L109 | 1,444 | $299,672 | 0.09% |
| 165 | CYBERARK SOFTWARE LTD | M2682V108 | 1,000 | $291,610 | 0.09% |
| 166 | DANAHER CORPORATION | 235851102 | 1,036 | $288,029 | 0.09% |
| 167 | STARWOOD PPTY TR INC | STHO | 14,131 | $287,983 | 0.09% |
| 168 | CONSOLIDATED EDISON INC | ED | 2,757 | $287,094 | 0.09% |
| 169 | SALESFORCE INC | CRM | 1,040 | $284,787 | 0.09% |
| 170 | CADENCE DESIGN SYSTEM INC | CDNS | 1,050 | $284,582 | 0.09% |
| 171 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $283,694 | 0.09% |
| 172 | VANGUARD INDEX FDS | 922908652 | 1,549 | $281,912 | 0.08% |
| 173 | FLEXSHARES TR | FLEX | 3,885 | $278,593 | 0.08% |
| 174 | DARDEN RESTAURANTS INC | DRI | 1,684 | $276,433 | 0.08% |
| 175 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,000 | $275,030 | 0.08% |
| 176 | GE VERNOVA INC | GEV | 1,058 | $269,769 | 0.08% |
| 177 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $267,506 | 0.08% |
| 178 | AMERIPRISE FINL INC | 03076C106 | 568 | $266,852 | 0.08% |
| 179 | COINBASE GLOBAL INC | COIN | 1,465 | $261,019 | 0.08% |
| 180 | MATTEL INC | MAT | 13,637 | $259,785 | 0.08% |
| 181 | TEXAS INSTRS INC | 882508104 | 1,255 | $259,243 | 0.08% |
| 182 | FIDELITY COVINGTON TRUST | 31609A404 | 8,554 | $259,025 | 0.08% |
| 183 | SELECT SECTOR SPDR TR | 81369Y506 | 2,934 | $257,645 | 0.08% |
| 184 | GILEAD SCIENCES INC | GILD | 3,070 | $257,392 | 0.08% |
| 185 | ISHARES TR | 464287606 | 2,776 | $255,198 | 0.08% |
| 186 | BLACKROCK INC | BLK | 268 | $254,469 | 0.08% |
| 187 | MANULIFE FINL CORP | 56501R106 | 8,608 | $254,366 | 0.08% |
| 188 | NOVO-NORDISK A S | NONOF | 2,126 | $253,143 | 0.08% |
| 189 | LAM RESEARCH CORP | LRCX | 310 | $252,611 | 0.08% |
| 190 | SCHWAB STRATEGIC TR | 808524201 | 3,715 | $252,050 | 0.08% |
| 191 | KEMPER CORP | KMPB | 4,035 | $247,144 | 0.07% |
| 192 | VENTAS INC | VTR | 3,853 | $247,087 | 0.07% |
| 193 | NEW YORK TIMES CO | NYT | 4,414 | $245,727 | 0.07% |
| 194 | VANGUARD INDEX FDS | 922908611 | 1,213 | $243,581 | 0.07% |
| 195 | SERVICENOW INC | NOW | 270 | $241,485 | 0.07% |
| 196 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $241,000 | 0.07% |
| 197 | GARMIN LTD | GRMN | 1,363 | $239,929 | 0.07% |
| 198 | ISHARES TR | 464288257 | 1,995 | $238,486 | 0.07% |
| 199 | VANGUARD INDEX FDS | 922908553 | 2,425 | $236,246 | 0.07% |
| 200 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,454 | $233,571 | 0.07% |
| 201 | PRINCIPAL FINANCIAL GROUP IN | PFG | 2,687 | $230,813 | 0.07% |
| 202 | GOLDMAN SACHS GROUP INC | GSCE | 461 | $228,111 | 0.07% |
| 203 | LIBERTY GLOBAL LTD | LBTYK | 10,544 | $227,856 | 0.07% |
| 204 | NUCOR CORP | NUE | 1,513 | $227,464 | 0.07% |
| 205 | TEXTRON INC | TXT | 2,560 | $226,796 | 0.07% |
| 206 | 3M CO | MMM | 1,649 | $225,358 | 0.07% |
| 207 | SPDR SER TR | 78464A359 | 2,904 | $222,398 | 0.07% |
| 208 | LOUISIANA PAC CORP | LPX | 2,040 | $219,218 | 0.07% |
| 209 | UBER TECHNOLOGIES INC | UBER | 2,834 | $213,003 | 0.06% |
| 210 | CVS HEALTH CORP | CVS | 3,361 | $211,340 | 0.06% |
| 211 | DIMENSIONAL ETF TRUST | 25434V807 | 5,481 | $208,716 | 0.06% |
| 212 | ISHARES TR | 46436E668 | 5,645 | $206,864 | 0.06% |
| 213 | SPDR SER TR | 78464A102 | 1,033 | $204,044 | 0.06% |
| 214 | FEDEX CORP | FDX | 744 | $203,672 | 0.06% |
| 215 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $203,510 | 0.06% |
| 216 | INTUIT | INTU | 327 | $203,067 | 0.06% |
| 217 | SCHWAB STRATEGIC TR | 808524805 | 4,937 | $203,009 | 0.06% |
| 218 | SPDR GOLD TR | GLD | 832 | $202,226 | 0.06% |
| 219 | IDEXX LABS INC | 45168D104 | 400 | $202,088 | 0.06% |
| 220 | BANK HAWAII CORP | 062540109 | 3,200 | $200,864 | 0.06% |
| 221 | NANO X IMAGING LTD | NNOX | 15,300 | $93,024 | 0.03% |
| 222 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $90,220 | 0.03% |
| 223 | GRAYSCALE ETHEREUM MINI TR E | 38964R104 | 19,943 | $48,661 | 0.01% |
| 224 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $31,460 | 0.01% |
| 225 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 15,500 | $26,350 | 0.01% |
| 226 | OPKO HEALTH INC | OPK | 16,550 | $24,660 | 0.01% |
| 227 | 8X8 INC NEW | 282914100 | 10,000 | $20,400 | 0.01% |
| 228 | SOBR SAFE INC | SOBR | 29,636 | $1,725 | 0.00% |
| 229 | FUSION FUEL GREEN PLC | HTOO | 23,646 | $1,348 | 0.00% |
| 230 | WESTERN ASSET GBL HIGH INC F | 95766B117 | 13,002 | $143 | 0.00% |