13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002051491-25-000003
Total Value
$303.0M
Positions
219
Other Managers
0
Confidential Omitted
No
Holdings (219)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 164,575 | $35.7M | 11.77% |
| 2 | MICROSOFT CORP | MSFT | 32,406 | $14.8M | 4.89% |
| 3 | VANGUARD INDEX FDS | 922908363 | 26,365 | $13.2M | 4.36% |
| 4 | ISHARES TR | 464288679 | 118,840 | $13.1M | 4.32% |
| 5 | CACI INTL INC | 127190304 | 29,303 | $12.5M | 4.14% |
| 6 | SPDR S&P 500 ETF TR | SPY | 14,518 | $7.9M | 2.61% |
| 7 | BROADCOM INC | AVGO | 4,467 | $7.3M | 2.42% |
| 8 | NVIDIA CORPORATION | NVDA | 58,949 | $7.3M | 2.42% |
| 9 | AMAZON COM INC | AMZN | 35,130 | $6.9M | 2.29% |
| 10 | ISHARES TR | 464287200 | 11,437 | $6.3M | 2.07% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,536 | $5.9M | 1.94% |
| 12 | ILLUMINA INC | ILMN | 47,609 | $5.0M | 1.66% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042742 | 43,120 | $4.9M | 1.61% |
| 14 | INVESCO QQQ TR | IVZ | 8,395 | $4.0M | 1.34% |
| 15 | ASTRANA HEALTH INC | ASTH | 93,778 | $3.7M | 1.23% |
| 16 | WALMART INC | WMT | 54,899 | $3.7M | 1.22% |
| 17 | INTERNATIONAL BUSINESS MACHS | INTR | 19,757 | $3.5M | 1.14% |
| 18 | COSTCO WHSL CORP NEW | 22160K105 | 3,998 | $3.4M | 1.12% |
| 19 | PROCTER AND GAMBLE CO | 742718109 | 18,963 | $3.1M | 1.02% |
| 20 | MASIMO CORP | MASI | 25,991 | $3.0M | 1.00% |
| 21 | VANGUARD INDEX FDS | 922908769 | 10,949 | $2.9M | 0.97% |
| 22 | KORN FERRY | KFY | 43,722 | $2.9M | 0.96% |
| 23 | ORACLE CORP | ORCL-PD | 19,822 | $2.8M | 0.94% |
| 24 | HOME DEPOT INC | HD | 8,295 | $2.8M | 0.92% |
| 25 | ALPHABET INC | GOOG | 12,895 | $2.4M | 0.78% |
| 26 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.4M | 0.78% |
| 27 | META PLATFORMS INC | META | 4,621 | $2.3M | 0.77% |
| 28 | WISDOMTREE TR | WT | 42,907 | $2.2M | 0.71% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 10,411 | $2.1M | 0.71% |
| 30 | DISNEY WALT CO | 254687106 | 21,726 | $2.1M | 0.70% |
| 31 | JOHNSON & JOHNSON | JNJ | 14,267 | $2.1M | 0.69% |
| 32 | NETFLIX INC | NFLX | 3,086 | $2.1M | 0.69% |
| 33 | ISHARES TR | 464287655 | 10,175 | $2.0M | 0.68% |
| 34 | ISHARES TR | 464287465 | 25,225 | $2.0M | 0.65% |
| 35 | WELLS FARGO CO NEW | 949746101 | 31,910 | $1.9M | 0.64% |
| 36 | VISA INC | V | 7,208 | $1.9M | 0.63% |
| 37 | DIMENSIONAL ETF TRUST | 25434V500 | 30,083 | $1.8M | 0.59% |
| 38 | EXXON MOBIL CORP | XOM | 14,962 | $1.7M | 0.57% |
| 39 | QUALCOMM INC | QCOM | 8,558 | $1.7M | 0.57% |
| 40 | ALPHABET INC | GOOG | 9,085 | $1.7M | 0.55% |
| 41 | INTUITIVE SURGICAL INC | ISRG | 3,794 | $1.7M | 0.55% |
| 42 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 75,373 | $1.6M | 0.54% |
| 43 | ISHARES TR | 464289859 | 20,597 | $1.5M | 0.51% |
| 44 | ISHARES TR | 464287309 | 14,826 | $1.4M | 0.46% |
| 45 | ISHARES TR | 464287150 | 11,163 | $1.3M | 0.44% |
| 46 | ISHARES TR | 464287614 | 3,494 | $1.3M | 0.42% |
| 47 | ROBINHOOD MKTS INC | 770700102 | 54,631 | $1.2M | 0.41% |
| 48 | VANGUARD INDEX FDS | 922908736 | 3,291 | $1.2M | 0.41% |
| 49 | CHEVRON CORP NEW | CVX | 7,684 | $1.2M | 0.40% |
| 50 | VANGUARD TAX-MANAGED FDS | 921943858 | 24,246 | $1.2M | 0.40% |
| 51 | PHILIP MORRIS INTL INC | 718172109 | 11,747 | $1.2M | 0.39% |
| 52 | RADNET INC | RDNT | 20,000 | $1.2M | 0.39% |
| 53 | ISHARES TR | 464287408 | 6,386 | $1.2M | 0.38% |
| 54 | AMGEN INC | AMGN | 3,629 | $1.1M | 0.37% |
| 55 | PHILLIPS 66 | PSX | 7,967 | $1.1M | 0.37% |
| 56 | SPDR SER TR | 78464A763 | 8,897 | $1.1M | 0.37% |
| 57 | PEPSICO INC | PEP | 6,776 | $1.1M | 0.36% |
| 58 | ISHARES TR | 464287622 | 3,679 | $1.1M | 0.36% |
| 59 | S&P GLOBAL INC | SPGI | 2,362 | $1.1M | 0.35% |
| 60 | SELECT SECTOR SPDR TR | 81369Y803 | 4,561 | $1.0M | 0.34% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C409 | 13,404 | $1.0M | 0.34% |
| 62 | ISHARES TR | 464287804 | 9,634 | $1.0M | 0.34% |
| 63 | ELI LILLY & CO | LLY | 1,115 | $1.0M | 0.34% |
| 64 | SSGA ACTIVE ETF TR | 78467V848 | 25,777 | $1.0M | 0.33% |
| 65 | BANK AMERICA CORP | 060505104 | 24,516 | $980,889 | 0.32% |
| 66 | TESLA INC | TSLA | 4,595 | $964,307 | 0.32% |
| 67 | COCA COLA CO | KO | 14,861 | $940,413 | 0.31% |
| 68 | HONEYWELL INTL INC | 438516106 | 4,448 | $938,339 | 0.31% |
| 69 | DIMENSIONAL ETF TRUST | 25434V880 | 36,105 | $919,233 | 0.30% |
| 70 | ALTRIA GROUP INC | MO | 19,500 | $897,584 | 0.30% |
| 71 | ABBVIE INC | ABBV | 5,172 | $881,181 | 0.29% |
| 72 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,694 | $855,092 | 0.28% |
| 73 | ISHARES TR | 46432F842 | 11,754 | $854,971 | 0.28% |
| 74 | WILLIAMS SONOMA INC | WSM | 3,079 | $852,517 | 0.28% |
| 75 | CATERPILLAR INC | CAT | 2,577 | $848,103 | 0.28% |
| 76 | ISHARES TR | 464288273 | 13,469 | $828,088 | 0.27% |
| 77 | CONOCOPHILLIPS | COP | 7,151 | $817,788 | 0.27% |
| 78 | FAIR ISAAC CORP | FICO | 535 | $800,633 | 0.26% |
| 79 | VANGUARD WORLD FD | 921910816 | 2,523 | $799,488 | 0.26% |
| 80 | MCDONALDS CORP | MCD | 3,174 | $793,521 | 0.26% |
| 81 | VANGUARD WORLD FD | 921910840 | 6,630 | $783,413 | 0.26% |
| 82 | SEMPRA | SREA | 10,000 | $749,663 | 0.25% |
| 83 | VANGUARD INTL EQUITY INDEX F | 922042858 | 16,975 | $744,521 | 0.25% |
| 84 | AMERICAN EXPRESS CO | AXP | 3,114 | $728,162 | 0.24% |
| 85 | SCHWAB CHARLES CORP | SCHW-PJ | 9,904 | $727,149 | 0.24% |
| 86 | LOCKHEED MARTIN CORP | LMT | 1,547 | $721,541 | 0.24% |
| 87 | ISHARES TR | 464287507 | 12,353 | $716,085 | 0.24% |
| 88 | SCHWAB STRATEGIC TR | 808524102 | 11,260 | $708,933 | 0.23% |
| 89 | ISHARES TR | 464288851 | 7,036 | $702,302 | 0.23% |
| 90 | MERCK & CO INC | MRK | 5,398 | $690,468 | 0.23% |
| 91 | EDISON INTL | 281020107 | 9,681 | $689,190 | 0.23% |
| 92 | BOEING CO | BA-PA | 3,686 | $688,160 | 0.23% |
| 93 | ISHARES TR | 464289867 | 12,024 | $676,374 | 0.22% |
| 94 | COMCAST CORP NEW | CCZ | 17,596 | $671,622 | 0.22% |
| 95 | ISHARES TR | 464287739 | 7,602 | $660,869 | 0.22% |
| 96 | ISHARES TR | 464287598 | 3,660 | $634,500 | 0.21% |
| 97 | IONIS PHARMACEUTICALS INC | IONS | 13,462 | $634,195 | 0.21% |
| 98 | GRAYSCALE BITCOIN TR BTC | GBTC | 11,114 | $623,384 | 0.21% |
| 99 | VANGUARD INDEX FDS | 922908744 | 3,901 | $623,108 | 0.21% |
| 100 | VANGUARD WORLD FD | 92204A504 | 2,352 | $622,692 | 0.21% |
| 101 | ISHARES TR | 46434V464 | 3,361 | $615,989 | 0.20% |
| 102 | PROSHARES TR | 74347X864 | 7,893 | $609,948 | 0.20% |
| 103 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,000 | $593,700 | 0.20% |
| 104 | INTEL CORP | INTC | 18,500 | $570,530 | 0.19% |
| 105 | GE AEROSPACE | 369604301 | 3,577 | $568,663 | 0.19% |
| 106 | ABBOTT LABS | ABLZF | 5,294 | $546,371 | 0.18% |
| 107 | AT&T INC | T-PC | 28,516 | $541,241 | 0.18% |
| 108 | SCHWAB STRATEGIC TR | 808524300 | 5,024 | $510,686 | 0.17% |
| 109 | LOWES COS INC | 548661107 | 2,367 | $505,506 | 0.17% |
| 110 | SHELL PLC | RYDAF | 6,883 | $501,579 | 0.17% |
| 111 | ISHARES TR | 464287499 | 6,158 | $495,165 | 0.16% |
| 112 | VERIZON COMMUNICATIONS INC | VZ | 11,810 | $492,939 | 0.16% |
| 113 | PFIZER INC | PFE | 17,262 | $487,146 | 0.16% |
| 114 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,274 | $485,958 | 0.16% |
| 115 | RUSH STREET INTERACTIVE INC | RSI | 50,000 | $473,000 | 0.16% |
| 116 | VANGUARD WORLD FD | 92204A702 | 792 | $460,933 | 0.15% |
| 117 | MASTERCARD INCORPORATED | MA | 1,052 | $460,499 | 0.15% |
| 118 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $456,404 | 0.15% |
| 119 | ISHARES TR | 464287481 | 4,120 | $452,137 | 0.15% |
| 120 | VANGUARD INDEX FDS | 922908629 | 1,863 | $447,625 | 0.15% |
| 121 | MONDELEZ INTL INC | 609207105 | 6,857 | $447,321 | 0.15% |
| 122 | NEXTERA ENERGY INC | NEE-PW | 6,196 | $433,100 | 0.14% |
| 123 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,465 | $432,208 | 0.14% |
| 124 | UNION PAC CORP | UNP | 1,895 | $426,215 | 0.14% |
| 125 | ADVANCED MICRO DEVICES INC | AMD | 2,663 | $419,928 | 0.14% |
| 126 | BLACKSTONE INC | BX | 3,410 | $416,800 | 0.14% |
| 127 | PIMCO ETF TR | 72201R775 | 4,623 | $416,156 | 0.14% |
| 128 | SCHWAB STRATEGIC TR | 808524607 | 8,632 | $406,219 | 0.13% |
| 129 | DUKE ENERGY CORP NEW | DUKB | 4,084 | $405,779 | 0.13% |
| 130 | ISHARES TR | 46432F834 | 5,983 | $404,411 | 0.13% |
| 131 | STARBUCKS CORP | SBUX | 5,177 | $399,335 | 0.13% |
| 132 | ISHARES TR | 464287473 | 3,256 | $389,160 | 0.13% |
| 133 | ISHARES TR | 464287168 | 3,228 | $388,361 | 0.13% |
| 134 | THERMO FISHER SCIENTIFIC INC | TMO | 716 | $387,872 | 0.13% |
| 135 | CSX CORP | CSX | 11,279 | $378,870 | 0.13% |
| 136 | GENUINE PARTS CO | GPC | 2,814 | $376,654 | 0.12% |
| 137 | ISHARES TR | 464287234 | 8,633 | $368,545 | 0.12% |
| 138 | MESABI TR | MSB | 20,856 | $360,391 | 0.12% |
| 139 | UNITEDHEALTH GROUP INC | UNH | 723 | $357,435 | 0.12% |
| 140 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $355,156 | 0.12% |
| 141 | DEERE & CO | DE | 971 | $350,507 | 0.12% |
| 142 | MICROSTRATEGY INC | STRK | 252 | $344,224 | 0.11% |
| 143 | ISHARES TR | 464287176 | 3,240 | $343,181 | 0.11% |
| 144 | COINBASE GLOBAL INC | COIN | 1,465 | $341,887 | 0.11% |
| 145 | ISHARES TR | 464287671 | 2,641 | $339,162 | 0.11% |
| 146 | ISHARES SILVER TR | SLV | 12,586 | $337,934 | 0.11% |
| 147 | UNITED RENTALS INC | URI | 523 | $335,203 | 0.11% |
| 148 | LAM RESEARCH CORP | LRCX | 312 | $331,282 | 0.11% |
| 149 | SHOPIFY INC | SHOP | 5,092 | $329,096 | 0.11% |
| 150 | VANGUARD WHITEHALL FDS | 921946406 | 2,768 | $327,593 | 0.11% |
| 151 | CADENCE DESIGN SYSTEM INC | CDNS | 1,050 | $326,466 | 0.11% |
| 152 | SCHWAB STRATEGIC TR | 808524409 | 4,426 | $326,213 | 0.11% |
| 153 | ISHARES INC | 46434G103 | 6,043 | $324,168 | 0.11% |
| 154 | GENERAL MLS INC | 370334104 | 5,115 | $323,806 | 0.11% |
| 155 | VANGUARD INDEX FDS | 922908751 | 1,471 | $318,134 | 0.11% |
| 156 | NIKE INC | NKE | 4,140 | $318,040 | 0.10% |
| 157 | SCHWAB STRATEGIC TR | 808524797 | 3,968 | $307,186 | 0.10% |
| 158 | CISCO SYS INC | CSCO | 6,407 | $304,449 | 0.10% |
| 159 | WASTE MGMT INC DEL | 94106L109 | 1,453 | $304,285 | 0.10% |
| 160 | ACCENTURE PLC IRELAND | ACN | 995 | $301,037 | 0.10% |
| 161 | EATON CORP PLC | ETN | 944 | $294,877 | 0.10% |
| 162 | PAYCHEX INC | PAYX | 2,488 | $291,096 | 0.10% |
| 163 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $286,800 | 0.09% |
| 164 | GOLAR LNG LTD | GLNG | 9,058 | $286,697 | 0.09% |
| 165 | NOVO-NORDISK A S | NONOF | 1,942 | $282,406 | 0.09% |
| 166 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $278,842 | 0.09% |
| 167 | STRYKER CORPORATION | SYK | 824 | $277,316 | 0.09% |
| 168 | PARSONS CORP DEL | PSN | 3,376 | $270,755 | 0.09% |
| 169 | CYBERARK SOFTWARE LTD | M2682V108 | 1,000 | $269,670 | 0.09% |
| 170 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $268,962 | 0.09% |
| 171 | SELECT SECTOR SPDR TR | 81369Y506 | 2,915 | $265,856 | 0.09% |
| 172 | STARWOOD PPTY TR INC | STHO | 14,050 | $263,439 | 0.09% |
| 173 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,510 | $260,218 | 0.09% |
| 174 | VANGUARD INDEX FDS | 922908652 | 1,549 | $259,725 | 0.09% |
| 175 | FLEXSHARES TR | FLEX | 3,885 | $258,586 | 0.09% |
| 176 | SALESFORCE INC | CRM | 1,007 | $258,074 | 0.09% |
| 177 | DANAHER CORPORATION | 235851102 | 1,049 | $256,491 | 0.08% |
| 178 | DARDEN RESTAURANTS INC | DRI | 1,684 | $249,822 | 0.08% |
| 179 | CONSOLIDATED EDISON INC | ED | 2,757 | $244,856 | 0.08% |
| 180 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,005 | $244,537 | 0.08% |
| 181 | FIDELITY COVINGTON TRUST | 31609A404 | 8,508 | $242,487 | 0.08% |
| 182 | AMERIPRISE FINL INC | 03076C106 | 568 | $242,019 | 0.08% |
| 183 | ISHARES TR | 464287606 | 2,776 | $241,956 | 0.08% |
| 184 | KEMPER CORP | KMPB | 4,035 | $239,356 | 0.08% |
| 185 | FIRST TR EXCHANGE-TRADED FD | 33738R118 | 3,065 | $233,396 | 0.08% |
| 186 | CROWDSTRIKE HLDGS INC | CRWD | 588 | $230,584 | 0.08% |
| 187 | TEXAS INSTRS INC | 882508104 | 1,176 | $228,908 | 0.08% |
| 188 | MICRON TECHNOLOGY INC | MU | 1,733 | $227,924 | 0.08% |
| 189 | NEW YORK TIMES CO | NYT | 4,414 | $227,056 | 0.07% |
| 190 | ISHARES TR | 464288257 | 1,995 | $224,601 | 0.07% |
| 191 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $224,216 | 0.07% |
| 192 | FEDEX CORP | FDX | 743 | $221,884 | 0.07% |
| 193 | MATTEL INC | MAT | 13,637 | $221,192 | 0.07% |
| 194 | GARMIN LTD | GRMN | 1,363 | $219,579 | 0.07% |
| 195 | TEXTRON INC | TXT | 2,560 | $218,577 | 0.07% |
| 196 | SERVICENOW INC | NOW | 275 | $216,964 | 0.07% |
| 197 | CVS HEALTH CORP | CVS | 3,693 | $214,748 | 0.07% |
| 198 | MANULIFE FINL CORP | 56501R106 | 8,127 | $213,740 | 0.07% |
| 199 | GOLDMAN SACHS GROUP INC | GSCE | 460 | $213,149 | 0.07% |
| 200 | GILEAD SCIENCES INC | GILD | 3,065 | $210,382 | 0.07% |
| 201 | PRINCIPAL FINANCIAL GROUP IN | PFG | 2,687 | $209,613 | 0.07% |
| 202 | SPDR SER TR | 78464A359 | 2,896 | $208,221 | 0.07% |
| 203 | INTUIT | INTU | 318 | $206,945 | 0.07% |
| 204 | SILA REALTY TRUST INC | SILA | 9,963 | $205,437 | 0.07% |
| 205 | BLACKROCK INC | BLK | 261 | $204,172 | 0.07% |
| 206 | SPDR SER TR | 78464A102 | 1,033 | $202,263 | 0.07% |
| 207 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,473 | $201,698 | 0.07% |
| 208 | SCHWAB STRATEGIC TR | 808524201 | 3,121 | $201,107 | 0.07% |
| 209 | LIBERTY GLOBAL LTD | LBTYK | 10,544 | $189,792 | 0.06% |
| 210 | FORD MTR CO DEL | 345370860 | 10,992 | $140,254 | 0.05% |
| 211 | SIRIUS XM HOLDINGS INC | SIRI | 44,605 | $128,462 | 0.04% |
| 212 | NANO X IMAGING LTD | NNOX | 15,300 | $109,395 | 0.04% |
| 213 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $91,910 | 0.03% |
| 214 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $33,110 | 0.01% |
| 215 | 8X8 INC NEW | 282914100 | 10,000 | $22,200 | 0.01% |
| 216 | OPKO HEALTH INC | OPK | 16,550 | $20,357 | 0.01% |
| 217 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 15,500 | $18,600 | 0.01% |
| 218 | SOBR SAFE INC | SOBR | 29,636 | $4,445 | 0.00% |
| 219 | FUSION FUEL GREEN PLC | HTOO | 23,646 | $1,348 | 0.00% |