13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 13, 2025 · Accession 0002051491-25-000002
Total Value
$329.2M
Positions
218
Other Managers
0
Confidential Omitted
No
Holdings (218)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 164,393 | $41.2M | 12.51% |
| 2 | MICROSOFT CORP | MSFT | 36,465 | $15.4M | 4.67% |
| 3 | VANGUARD INDEX FDS | 922908363 | 26,857 | $14.5M | 4.40% |
| 4 | CACI INTL INC | 127190304 | 29,293 | $11.8M | 3.60% |
| 5 | BROADCOM INC | AVGO | 48,419 | $11.2M | 3.41% |
| 6 | NVIDIA CORPORATION | NVDA | 83,204 | $11.2M | 3.39% |
| 7 | SPDR S&P 500 ETF TR | SPY | 14,802 | $8.7M | 2.64% |
| 8 | AMAZON COM INC | AMZN | 38,197 | $8.4M | 2.55% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 17,377 | $7.9M | 2.39% |
| 10 | ISHARES TR | 464287200 | 11,503 | $6.8M | 2.06% |
| 11 | ILLUMINA INC | ILMN | 47,609 | $6.4M | 1.93% |
| 12 | VANGUARD INTL EQUITY INDEX F | 922042742 | 46,462 | $5.5M | 1.66% |
| 13 | WALMART INC | WMT | 55,830 | $5.0M | 1.53% |
| 14 | ALPHABET INC | GOOG | 24,577 | $4.7M | 1.41% |
| 15 | MASIMO CORP | MASI | 25,991 | $4.3M | 1.31% |
| 16 | INTERNATIONAL BUSINESS MACHS | INTR | 19,415 | $4.3M | 1.30% |
| 17 | INVESCO QQQ TR | IVZ | 8,242 | $4.2M | 1.28% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 3,881 | $3.6M | 1.08% |
| 19 | META PLATFORMS INC | META | 5,651 | $3.3M | 1.01% |
| 20 | HOME DEPOT INC | HD | 8,214 | $3.2M | 0.97% |
| 21 | ORACLE CORP | ORCL-PD | 18,980 | $3.2M | 0.96% |
| 22 | VANGUARD INDEX FDS | 922908769 | 10,912 | $3.2M | 0.96% |
| 23 | PROCTER AND GAMBLE CO | 742718109 | 18,712 | $3.1M | 0.95% |
| 24 | NETFLIX INC | NFLX | 3,229 | $2.9M | 0.87% |
| 25 | ASTRANA HEALTH INC | ASTH | 90,334 | $2.8M | 0.87% |
| 26 | KORN FERRY | KFY | 41,656 | $2.8M | 0.85% |
| 27 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.5M | 0.75% |
| 28 | ALPHABET INC | GOOG | 12,822 | $2.4M | 0.74% |
| 29 | DISNEY WALT CO | 254687106 | 20,679 | $2.3M | 0.70% |
| 30 | ISHARES TR | 464287655 | 10,364 | $2.3M | 0.70% |
| 31 | JPMORGAN CHASE & CO. | VYLD | 9,521 | $2.3M | 0.69% |
| 32 | WISDOMTREE TR | WT | 43,836 | $2.2M | 0.67% |
| 33 | WELLS FARGO CO NEW | 949746101 | 31,352 | $2.2M | 0.67% |
| 34 | VISA INC | V | 6,608 | $2.1M | 0.63% |
| 35 | ROBINHOOD MKTS INC | 770700102 | 54,631 | $2.0M | 0.62% |
| 36 | JOHNSON & JOHNSON | JNJ | 13,957 | $2.0M | 0.61% |
| 37 | INTUITIVE SURGICAL INC | ISRG | 3,791 | $2.0M | 0.60% |
| 38 | ISHARES TR | 464287465 | 25,319 | $1.9M | 0.58% |
| 39 | DIMENSIONAL ETF TRUST | 25434V500 | 28,543 | $1.9M | 0.56% |
| 40 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 83,087 | $1.7M | 0.52% |
| 41 | ISHARES TR | 464289859 | 22,233 | $1.7M | 0.52% |
| 42 | TESLA INC | TSLA | 4,122 | $1.7M | 0.51% |
| 43 | EXXON MOBIL CORP | XOM | 15,175 | $1.6M | 0.50% |
| 44 | ELI LILLY & CO | LLY | 2,069 | $1.6M | 0.49% |
| 45 | QUALCOMM INC | QCOM | 10,045 | $1.5M | 0.47% |
| 46 | ISHARES TR | 464287309 | 14,739 | $1.5M | 0.45% |
| 47 | PHILIP MORRIS INTL INC | 718172109 | 11,866 | $1.4M | 0.43% |
| 48 | ISHARES TR | 464287614 | 3,484 | $1.4M | 0.43% |
| 49 | RADNET INC | RDNT | 20,000 | $1.4M | 0.42% |
| 50 | ISHARES TR | 464287150 | 10,629 | $1.4M | 0.42% |
| 51 | VANGUARD INDEX FDS | 922908736 | 3,294 | $1.4M | 0.41% |
| 52 | ISHARES TR | 464287408 | 6,427 | $1.2M | 0.37% |
| 53 | S&P GLOBAL INC | SPGI | 2,402 | $1.2M | 0.36% |
| 54 | ISHARES TR | 464287622 | 3,674 | $1.2M | 0.36% |
| 55 | SPDR SER TR | 78464A763 | 8,953 | $1.2M | 0.36% |
| 56 | WILLIAMS SONOMA INC | WSM | 6,242 | $1.2M | 0.35% |
| 57 | VANGUARD SCOTTSDALE FDS | 92206C409 | 14,454 | $1.1M | 0.34% |
| 58 | AMGEN INC | AMGN | 4,301 | $1.1M | 0.34% |
| 59 | VANGUARD TAX-MANAGED FDS | 921943858 | 23,145 | $1.1M | 0.34% |
| 60 | ISHARES TR | 464287804 | 9,470 | $1.1M | 0.33% |
| 61 | HONEYWELL INTL INC | 438516106 | 4,739 | $1.1M | 0.33% |
| 62 | FAIR ISAAC CORP | FICO | 535 | $1.1M | 0.32% |
| 63 | PEPSICO INC | PEP | 6,926 | $1.1M | 0.32% |
| 64 | SELECT SECTOR SPDR TR | 81369Y803 | 4,514 | $1.0M | 0.32% |
| 65 | CHEVRON CORP NEW | CVX | 7,242 | $1.0M | 0.32% |
| 66 | ALTRIA GROUP INC | MO | 19,098 | $998,655 | 0.30% |
| 67 | BANK AMERICA CORP | 060505104 | 22,445 | $986,449 | 0.30% |
| 68 | BLACKSTONE INC | BX | 5,501 | $948,469 | 0.29% |
| 69 | CATERPILLAR INC | CAT | 2,585 | $937,860 | 0.28% |
| 70 | SEMPRA | SREA | 10,488 | $920,036 | 0.28% |
| 71 | ABBVIE INC | ABBV | 5,145 | $914,275 | 0.28% |
| 72 | MCDONALDS CORP | MCD | 3,153 | $913,880 | 0.28% |
| 73 | PHILLIPS 66 | PSX | 7,933 | $903,775 | 0.27% |
| 74 | DIMENSIONAL ETF TRUST | 25434V880 | 36,105 | $897,570 | 0.27% |
| 75 | COCA COLA CO | KO | 14,359 | $893,963 | 0.27% |
| 76 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,505 | $882,199 | 0.27% |
| 77 | AMERICAN EXPRESS CO | AXP | 2,852 | $846,509 | 0.26% |
| 78 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,091 | $840,764 | 0.26% |
| 79 | VANGUARD WORLD FD | 921910840 | 6,630 | $828,096 | 0.25% |
| 80 | ISHARES TR | 464288273 | 13,565 | $824,050 | 0.25% |
| 81 | ISHARES TR | 46432F842 | 11,692 | $821,686 | 0.25% |
| 82 | EDISON INTL | 281020107 | 9,681 | $772,930 | 0.23% |
| 83 | ISHARES TR | 464287507 | 12,403 | $772,841 | 0.23% |
| 84 | SCHWAB STRATEGIC TR | 808524102 | 33,975 | $771,223 | 0.23% |
| 85 | LOCKHEED MARTIN CORP | LMT | 1,545 | $750,923 | 0.23% |
| 86 | ISHARES TR | 46434V464 | 3,816 | $738,698 | 0.22% |
| 87 | SCHWAB STRATEGIC TR | 808524607 | 28,503 | $737,086 | 0.22% |
| 88 | SCHWAB STRATEGIC TR | 808524201 | 31,374 | $727,247 | 0.22% |
| 89 | ISHARES TR | 464287739 | 7,811 | $726,904 | 0.22% |
| 90 | ISHARES TR | 464289867 | 12,529 | $718,137 | 0.22% |
| 91 | SCHWAB CHARLES CORP | SCHW-PJ | 9,687 | $716,940 | 0.22% |
| 92 | CONOCOPHILLIPS | COP | 7,124 | $706,487 | 0.21% |
| 93 | PROSHARES TR | 74347X864 | 7,958 | $705,422 | 0.21% |
| 94 | ISHARES TR | 464288851 | 7,617 | $682,713 | 0.21% |
| 95 | ISHARES TR | 464287598 | 3,660 | $677,653 | 0.21% |
| 96 | COMCAST CORP NEW | CCZ | 18,041 | $677,077 | 0.21% |
| 97 | VANGUARD INDEX FDS | 922908744 | 3,786 | $641,003 | 0.19% |
| 98 | MICROSTRATEGY INC | STRK | 2,166 | $627,317 | 0.19% |
| 99 | BOEING CO | BA-PA | 3,487 | $617,183 | 0.19% |
| 100 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 8,107 | $600,080 | 0.18% |
| 101 | SSGA ACTIVE ETF TR | 78467V848 | 15,163 | $597,279 | 0.18% |
| 102 | VANGUARD WORLD FD | 92204A504 | 2,352 | $596,679 | 0.18% |
| 103 | MASTERCARD INCORPORATED | MA | 1,127 | $593,186 | 0.18% |
| 104 | LOWES COS INC | 548661107 | 2,397 | $591,598 | 0.18% |
| 105 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,375 | $586,796 | 0.18% |
| 106 | MESABI TR | MSB | 20,856 | $582,715 | 0.18% |
| 107 | ABBOTT LABS | ABLZF | 5,027 | $568,604 | 0.17% |
| 108 | VANGUARD INTL EQUITY INDEX F | 922042858 | 12,869 | $566,741 | 0.17% |
| 109 | VANGUARD WORLD FD | 921910816 | 1,648 | $565,940 | 0.17% |
| 110 | SCHWAB STRATEGIC TR | 808524300 | 20,117 | $560,664 | 0.17% |
| 111 | RUSH STREET INTERACTIVE INC | RSI | 40,100 | $550,172 | 0.17% |
| 112 | ISHARES TR | 464287499 | 6,158 | $544,367 | 0.17% |
| 113 | GE AEROSPACE | 369604301 | 3,261 | $543,933 | 0.17% |
| 114 | SHOPIFY INC | SHOP | 5,072 | $539,306 | 0.16% |
| 115 | MERCK & CO INC | MRK | 5,337 | $530,917 | 0.16% |
| 116 | AT&T INC | T-PC | 22,736 | $517,691 | 0.16% |
| 117 | ISHARES TR | 464287481 | 4,072 | $516,128 | 0.16% |
| 118 | VANGUARD WORLD FD | 92204A702 | 805 | $500,433 | 0.15% |
| 119 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $494,038 | 0.15% |
| 120 | GARMIN LTD | GRMN | 2,363 | $487,392 | 0.15% |
| 121 | VANGUARD INDEX FDS | 922908629 | 1,827 | $482,644 | 0.15% |
| 122 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,200 | $470,787 | 0.14% |
| 123 | IONIS PHARMACEUTICALS INC | IONS | 13,462 | $470,632 | 0.14% |
| 124 | PIMCO ETF TR | 72201R775 | 5,139 | $464,647 | 0.14% |
| 125 | ISHARES TR | 464287234 | 10,967 | $458,622 | 0.14% |
| 126 | NEXTERA ENERGY INC | NEE-PW | 6,210 | $445,195 | 0.14% |
| 127 | UNION PAC CORP | UNP | 1,875 | $427,654 | 0.13% |
| 128 | DUKE ENERGY CORP NEW | DUKB | 3,954 | $426,016 | 0.13% |
| 129 | ISHARES TR | 464287473 | 3,257 | $421,274 | 0.13% |
| 130 | SHELL PLC | RYDAF | 6,711 | $420,456 | 0.13% |
| 131 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 2,081 | $410,919 | 0.12% |
| 132 | INTEL CORP | INTC | 20,360 | $408,211 | 0.12% |
| 133 | MONDELEZ INTL INC | 609207105 | 6,773 | $404,548 | 0.12% |
| 134 | STARBUCKS CORP | SBUX | 4,389 | $400,496 | 0.12% |
| 135 | DEERE & CO | DE | 940 | $398,107 | 0.12% |
| 136 | PFIZER INC | PFE | 14,891 | $395,051 | 0.12% |
| 137 | REDDIT INC | RDDT | 2,390 | $390,622 | 0.12% |
| 138 | THERMO FISHER SCIENTIFIC INC | TMO | 730 | $379,768 | 0.12% |
| 139 | ISHARES TR | 464287671 | 2,684 | $373,972 | 0.11% |
| 140 | ISHARES TR | 46432F834 | 5,622 | $371,840 | 0.11% |
| 141 | UNITED RENTALS INC | URI | 523 | $368,487 | 0.11% |
| 142 | CSX CORP | CSX | 11,358 | $366,536 | 0.11% |
| 143 | CISCO SYS INC | CSCO | 6,167 | $365,105 | 0.11% |
| 144 | VANGUARD WHITEHALL FDS | 921946406 | 2,853 | $364,029 | 0.11% |
| 145 | PAYCHEX INC | PAYX | 2,589 | $363,030 | 0.11% |
| 146 | COINBASE GLOBAL INC | COIN | 1,437 | $356,807 | 0.11% |
| 147 | ISHARES TR | 464287168 | 2,714 | $356,321 | 0.11% |
| 148 | VANGUARD INDEX FDS | 922908751 | 1,476 | $354,536 | 0.11% |
| 149 | SALESFORCE INC | CRM | 1,055 | $352,560 | 0.11% |
| 150 | UNITEDHEALTH GROUP INC | UNH | 696 | $352,238 | 0.11% |
| 151 | NIKE INC | NKE | 4,640 | $351,124 | 0.11% |
| 152 | ACCENTURE PLC IRELAND | ACN | 995 | $350,031 | 0.11% |
| 153 | SCHWAB STRATEGIC TR | 808524409 | 13,277 | $346,122 | 0.11% |
| 154 | ISHARES TR | 464287176 | 3,240 | $345,222 | 0.10% |
| 155 | CYBERARK SOFTWARE LTD | M2682V108 | 1,000 | $333,150 | 0.10% |
| 156 | SPDR GOLD TR | GLD | 1,371 | $331,960 | 0.10% |
| 157 | ISHARES SILVER TR | SLV | 12,546 | $330,336 | 0.10% |
| 158 | GENERAL MLS INC | 370334104 | 5,163 | $329,271 | 0.10% |
| 159 | SERVICENOW INC | NOW | 310 | $328,637 | 0.10% |
| 160 | GENUINE PARTS CO | GPC | 2,814 | $328,563 | 0.10% |
| 161 | EATON CORP PLC | ETN | 985 | $326,892 | 0.10% |
| 162 | SCHWAB STRATEGIC TR | 808524797 | 11,908 | $325,322 | 0.10% |
| 163 | PNC FINL SVCS GROUP INC | 693475105 | 1,649 | $318,010 | 0.10% |
| 164 | ISHARES INC | 46434G103 | 6,081 | $317,554 | 0.10% |
| 165 | STRYKER CORPORATION | SYK | 882 | $317,470 | 0.10% |
| 166 | CADENCE DESIGN SYSTEM INC | CDNS | 1,050 | $315,483 | 0.10% |
| 167 | DARDEN RESTAURANTS INC | DRI | 1,684 | $314,430 | 0.10% |
| 168 | PARSONS CORP DEL | PSN | 3,376 | $311,436 | 0.09% |
| 169 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $308,893 | 0.09% |
| 170 | GILEAD SCIENCES INC | GILD | 3,313 | $306,067 | 0.09% |
| 171 | AMERIPRISE FINL INC | 03076C106 | 568 | $302,420 | 0.09% |
| 172 | SCHWAB STRATEGIC TR | 808524805 | 16,250 | $300,625 | 0.09% |
| 173 | GOLAR LNG LTD | GLNG | 7,062 | $298,880 | 0.09% |
| 174 | WASTE MGMT INC DEL | 94106L109 | 1,453 | $293,131 | 0.09% |
| 175 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $290,764 | 0.09% |
| 176 | VANGUARD INDEX FDS | 922908652 | 1,476 | $280,410 | 0.09% |
| 177 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $277,539 | 0.08% |
| 178 | ADVANCED MICRO DEVICES INC | AMD | 2,280 | $275,401 | 0.08% |
| 179 | FLEXSHARES TR | FLEX | 3,885 | $274,087 | 0.08% |
| 180 | STARWOOD PPTY TR INC | STHO | 14,213 | $269,331 | 0.08% |
| 181 | MANULIFE FINL CORP | 56501R106 | 8,749 | $268,682 | 0.08% |
| 182 | KEMPER CORP | KMPB | 4,035 | $268,085 | 0.08% |
| 183 | VERIZON COMMUNICATIONS INC | VZ | 6,520 | $260,742 | 0.08% |
| 184 | GOLDMAN SACHS GROUP INC | GSCE | 455 | $260,331 | 0.08% |
| 185 | ISHARES TR | 464287606 | 2,776 | $252,422 | 0.08% |
| 186 | TEXAS INSTRS INC | 882508104 | 1,334 | $250,147 | 0.08% |
| 187 | SELECT SECTOR SPDR TR | 81369Y506 | 2,919 | $250,026 | 0.08% |
| 188 | CONSOLIDATED EDISON INC | ED | 2,757 | $246,014 | 0.07% |
| 189 | MATTEL INC | MAT | 13,637 | $241,784 | 0.07% |
| 190 | DANAHER CORPORATION | 235851102 | 1,036 | $237,814 | 0.07% |
| 191 | FIDELITY COVINGTON TRUST | 31609A404 | 8,604 | $236,865 | 0.07% |
| 192 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,000 | $235,310 | 0.07% |
| 193 | NEW YORK TIMES CO | NYT | 4,414 | $229,749 | 0.07% |
| 194 | BANK HAWAII CORP | 062540109 | 3,200 | $227,968 | 0.07% |
| 195 | SPDR SER TR | 78464A359 | 2,917 | $227,230 | 0.07% |
| 196 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $227,000 | 0.07% |
| 197 | MORGAN STANLEY | MS-PQ | 1,749 | $219,824 | 0.07% |
| 198 | GE VERNOVA INC | GEV | 666 | $219,067 | 0.07% |
| 199 | 3M CO | MMM | 1,671 | $215,713 | 0.07% |
| 200 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,438 | $214,276 | 0.07% |
| 201 | VANGUARD INDEX FDS | 922908611 | 1,076 | $213,251 | 0.06% |
| 202 | INTUIT | INTU | 337 | $211,805 | 0.06% |
| 203 | NANO X IMAGING LTD | NNOX | 29,200 | $210,240 | 0.06% |
| 204 | SPDR SER TR | 78464A102 | 1,033 | $208,480 | 0.06% |
| 205 | PRINCIPAL FINANCIAL GROUP IN | PFG | 2,687 | $208,001 | 0.06% |
| 206 | ISHARES TR | 464288257 | 1,768 | $207,735 | 0.06% |
| 207 | VANGUARD INDEX FDS | 922908553 | 2,327 | $207,307 | 0.06% |
| 208 | NOVO-NORDISK A S | NONOF | 2,405 | $206,878 | 0.06% |
| 209 | ALLSTATE CORP | ALL-PJ | 1,050 | $202,400 | 0.06% |
| 210 | ISHARES TR | 46436E668 | 5,656 | $202,032 | 0.06% |
| 211 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $178,959 | 0.05% |
| 212 | PLAINS ALL AMERN PIPELINE L | 726503105 | 10,334 | $176,504 | 0.05% |
| 213 | LIBERTY GLOBAL LTD | LBTYK | 10,544 | $138,548 | 0.04% |
| 214 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $105,600 | 0.03% |
| 215 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $86,840 | 0.03% |
| 216 | 8X8 INC NEW | 282914100 | 11,000 | $29,370 | 0.01% |
| 217 | OPKO HEALTH INC | OPK | 16,550 | $24,329 | 0.01% |
| 218 | CLEARSIDE BIOMEDICAL INC | CLSDQ | 21,500 | $20,425 | 0.01% |