13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002051491-25-000004
Total Value
$278.0M
Positions
213
Other Managers
0
Confidential Omitted
No
Holdings (213)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 167,362 | $28.7M | 10.32% |
| 2 | MICROSOFT CORP | MSFT | 32,350 | $13.6M | 4.90% |
| 3 | VANGUARD INDEX FDS | 922908363 | 25,074 | $12.1M | 4.34% |
| 4 | CACI INTL INC | 127190304 | 31,109 | $11.8M | 4.24% |
| 5 | SPDR S&P 500 ETF TR | SPY | 15,467 | $8.1M | 2.91% |
| 6 | ISHARES TR | 464288679 | 59,207 | $6.5M | 2.35% |
| 7 | ILLUMINA INC | ILMN | 47,609 | $6.5M | 2.35% |
| 8 | AMAZON COM INC | AMZN | 34,452 | $6.2M | 2.24% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,502 | $6.1M | 2.19% |
| 10 | ISHARES TR | 464287200 | 11,408 | $6.0M | 2.16% |
| 11 | BROADCOM INC | AVGO | 4,438 | $5.9M | 2.12% |
| 12 | NVIDIA CORPORATION | NVDA | 6,153 | $5.6M | 2.00% |
| 13 | VANGUARD INTL EQUITY INDEX F | 922042742 | 39,110 | $4.3M | 1.55% |
| 14 | ASTRANA HEALTH INC | ASTH | 95,695 | $4.0M | 1.45% |
| 15 | MASIMO CORP | MASI | 26,424 | $3.9M | 1.40% |
| 16 | INTERNATIONAL BUSINESS MACHS | INTR | 19,758 | $3.8M | 1.36% |
| 17 | INVESCO QQQ TR | IVZ | 8,385 | $3.7M | 1.34% |
| 18 | WALMART INC | WMT | 55,008 | $3.3M | 1.19% |
| 19 | PROCTER AND GAMBLE CO | 742718109 | 18,964 | $3.1M | 1.11% |
| 20 | HOME DEPOT INC | HD | 7,609 | $2.9M | 1.05% |
| 21 | KORN FERRY | KFY | 43,722 | $2.9M | 1.03% |
| 22 | VANGUARD INDEX FDS | 922908769 | 10,632 | $2.8M | 0.99% |
| 23 | ORACLE CORP | ORCL-PD | 19,731 | $2.5M | 0.89% |
| 24 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.5M | 0.89% |
| 25 | DISNEY WALT CO | 254687106 | 18,952 | $2.3M | 0.83% |
| 26 | WISDOMTREE TR | WT | 44,034 | $2.2M | 0.80% |
| 27 | JOHNSON & JOHNSON | JNJ | 13,991 | $2.2M | 0.80% |
| 28 | COSTCO WHSL CORP NEW | 22160K105 | 3,000 | $2.2M | 0.79% |
| 29 | JPMORGAN CHASE & CO | VYLD | 10,912 | $2.2M | 0.79% |
| 30 | ISHARES TR | 464287655 | 10,082 | $2.1M | 0.76% |
| 31 | META PLATFORMS INC | META | 4,360 | $2.1M | 0.76% |
| 32 | ALPHABET INC | GOOG | 13,336 | $2.0M | 0.72% |
| 33 | ISHARES TR | 464287465 | 24,508 | $2.0M | 0.70% |
| 34 | DIMENSIONAL ETF TRUST | 25434V500 | 30,083 | $1.9M | 0.67% |
| 35 | NETFLIX INC | NFLX | 2,972 | $1.8M | 0.65% |
| 36 | EXXON MOBIL CORP | XOM | 15,104 | $1.8M | 0.63% |
| 37 | VISA INC | V | 5,794 | $1.6M | 0.58% |
| 38 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 75,005 | $1.6M | 0.58% |
| 39 | ISHARES TR | 464289859 | 20,547 | $1.5M | 0.54% |
| 40 | INTUITIVE SURGICAL INC | ISRG | 3,766 | $1.5M | 0.54% |
| 41 | QUALCOMM INC | QCOM | 8,548 | $1.4M | 0.52% |
| 42 | ALPHABET INC | GOOG | 9,357 | $1.4M | 0.51% |
| 43 | WELLS FARGO CO NEW | 949746101 | 22,475 | $1.3M | 0.47% |
| 44 | PHILLIPS 66 | PSX | 7,938 | $1.3M | 0.47% |
| 45 | ISHARES TR | 464287309 | 14,867 | $1.3M | 0.45% |
| 46 | ISHARES TR | 464287150 | 10,538 | $1.2M | 0.44% |
| 47 | ISHARES TR | 464287408 | 6,369 | $1.2M | 0.43% |
| 48 | ISHARES TR | 464287614 | 3,494 | $1.2M | 0.42% |
| 49 | CHEVRON CORP NEW | CVX | 7,414 | $1.2M | 0.42% |
| 50 | SPDR SER TR | 78464A763 | 8,870 | $1.2M | 0.42% |
| 51 | PEPSICO INC | PEP | 6,618 | $1.2M | 0.42% |
| 52 | VANGUARD INDEX FDS | 922908736 | 3,292 | $1.1M | 0.41% |
| 53 | VANGUARD TAX-MANAGED FDS | 921943858 | 22,388 | $1.1M | 0.40% |
| 54 | ROBINHOOD MKTS INC | 770700102 | 54,631 | $1.1M | 0.40% |
| 55 | AMGEN INC | AMGN | 3,812 | $1.1M | 0.39% |
| 56 | ISHARES TR | 464287622 | 3,734 | $1.1M | 0.39% |
| 57 | ISHARES TR | 464287804 | 9,638 | $1.1M | 0.38% |
| 58 | VANGUARD SCOTTSDALE FDS | 92206C409 | 13,215 | $1.0M | 0.37% |
| 59 | SSGA ACTIVE ETF TR | 78467V848 | 25,362 | $1.0M | 0.37% |
| 60 | S&P GLOBAL INC | SPGI | 2,362 | $1.0M | 0.36% |
| 61 | WILLIAMS SONOMA INC | WSM | 3,092 | $981,724 | 0.35% |
| 62 | RADNET INC | RDNT | 20,000 | $973,200 | 0.35% |
| 63 | CATERPILLAR INC | CAT | 2,573 | $942,986 | 0.34% |
| 64 | BANK AMERICA CORP | 060505104 | 24,638 | $934,290 | 0.34% |
| 65 | DIMENSIONAL ETF TRUST | 25434V880 | 36,105 | $918,511 | 0.33% |
| 66 | ABBVIE INC | ABBV | 5,020 | $914,140 | 0.33% |
| 67 | TESLA INC | TSLA | 5,173 | $909,362 | 0.33% |
| 68 | CONOCOPHILLIPS | COP | 7,078 | $900,888 | 0.32% |
| 69 | COCA COLA CO | KO | 14,631 | $895,136 | 0.32% |
| 70 | ISHARES TR | 46432F842 | 11,934 | $885,734 | 0.32% |
| 71 | MCDONALDS CORP | MCD | 3,060 | $862,675 | 0.31% |
| 72 | ISHARES TR | 464288273 | 13,330 | $844,172 | 0.30% |
| 73 | HONEYWELL INTL INC | 438516106 | 4,064 | $834,237 | 0.30% |
| 74 | ELI LILLY & CO | LLY | 1,067 | $829,704 | 0.30% |
| 75 | VANGUARD WORLD FD | 921910840 | 6,630 | $792,297 | 0.29% |
| 76 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,194 | $765,946 | 0.28% |
| 77 | ISHARES TR | 464287507 | 12,335 | $749,251 | 0.27% |
| 78 | ISHARES TR | 464288851 | 6,999 | $748,681 | 0.27% |
| 79 | COMCAST CORP NEW | CCZ | 17,198 | $745,554 | 0.27% |
| 80 | GRAYSCALE BITCOIN TR BTC | GBTC | 11,781 | $744,206 | 0.27% |
| 81 | MERCK & CO INC | MRK | 5,567 | $734,551 | 0.26% |
| 82 | VANGUARD WORLD FD | 921910816 | 2,523 | $723,117 | 0.26% |
| 83 | SEMPRA | SREA | 9,990 | $717,546 | 0.26% |
| 84 | SCHWAB CHARLES CORP | SCHW-PJ | 9,918 | $717,487 | 0.26% |
| 85 | AMERICAN EXPRESS CO | AXP | 3,132 | $713,083 | 0.26% |
| 86 | LOCKHEED MARTIN CORP | LMT | 1,547 | $703,458 | 0.25% |
| 87 | EDISON INTL | 281020107 | 9,681 | $684,737 | 0.25% |
| 88 | ISHARES TR | 464287739 | 7,578 | $681,227 | 0.25% |
| 89 | SCHWAB STRATEGIC TR | 808524102 | 11,135 | $679,765 | 0.24% |
| 90 | VANGUARD INTL EQUITY INDEX F | 922042858 | 16,192 | $676,321 | 0.24% |
| 91 | FAIR ISAAC CORP | FICO | 534 | $667,292 | 0.24% |
| 92 | ISHARES TR | 464289867 | 11,901 | $662,547 | 0.24% |
| 93 | ISHARES TR | 464287598 | 3,660 | $655,517 | 0.24% |
| 94 | INTEL CORP | INTC | 14,728 | $650,535 | 0.23% |
| 95 | VANGUARD INDEX FDS | 922908744 | 3,930 | $639,968 | 0.23% |
| 96 | VANGUARD WORLD FD | 92204A504 | 2,352 | $636,263 | 0.23% |
| 97 | GENERAL ELECTRIC CO | 369604301 | 3,542 | $621,664 | 0.22% |
| 98 | IONIS PHARMACEUTICALS INC | IONS | 13,872 | $601,351 | 0.22% |
| 99 | LOWES COS INC | 548661107 | 2,354 | $599,643 | 0.22% |
| 100 | PROSHARES TR | 74347X864 | 8,246 | $581,721 | 0.21% |
| 101 | ABBOTT LABS | ABLZF | 5,095 | $579,098 | 0.21% |
| 102 | VANGUARD INDEX FDS | 922908629 | 2,254 | $563,093 | 0.20% |
| 103 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,000 | $562,250 | 0.20% |
| 104 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,342 | $560,864 | 0.20% |
| 105 | BOEING CO | BA-PA | 2,847 | $549,425 | 0.20% |
| 106 | ALTRIA GROUP INC | MO | 12,548 | $547,346 | 0.20% |
| 107 | AT&T INC | T-PC | 30,120 | $530,109 | 0.19% |
| 108 | SCHWAB STRATEGIC TR | 808524607 | 10,630 | $523,418 | 0.19% |
| 109 | ISHARES TR | 464287499 | 6,163 | $518,247 | 0.19% |
| 110 | PFIZER INC | PFE | 18,575 | $515,458 | 0.19% |
| 111 | ISHARES TR | 46434V464 | 2,870 | $515,182 | 0.19% |
| 112 | ADVANCED MICRO DEVICES INC | AMD | 2,824 | $509,704 | 0.18% |
| 113 | VERIZON COMMUNICATIONS INC | VZ | 11,993 | $503,207 | 0.18% |
| 114 | MASTERCARD INCORPORATED | MA | 1,010 | $486,386 | 0.17% |
| 115 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,274 | $485,296 | 0.17% |
| 116 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $483,121 | 0.17% |
| 117 | STARBUCKS CORP | SBUX | 5,135 | $469,245 | 0.17% |
| 118 | SCHWAB STRATEGIC TR | 808524300 | 5,022 | $465,640 | 0.17% |
| 119 | ISHARES TR | 464287481 | 4,058 | $463,131 | 0.17% |
| 120 | SHELL PLC | RYDAF | 6,883 | $461,450 | 0.17% |
| 121 | UNION PAC CORP | UNP | 1,853 | $455,807 | 0.16% |
| 122 | MICROSTRATEGY INC | STRK | 264 | $450,004 | 0.16% |
| 123 | NEXTERA ENERGY INC | NEE-PW | 6,931 | $442,960 | 0.16% |
| 124 | GENUINE PARTS CO | GPC | 2,825 | $437,677 | 0.16% |
| 125 | PHILIP MORRIS INTL INC | 718172109 | 4,768 | $436,850 | 0.16% |
| 126 | BLACKSTONE INC | BX | 3,312 | $435,058 | 0.16% |
| 127 | CSX CORP | CSX | 11,238 | $416,581 | 0.15% |
| 128 | THERMO FISHER SCIENTIFIC INC | TMO | 716 | $416,146 | 0.15% |
| 129 | VANGUARD WORLD FD | 92204A702 | 792 | $415,089 | 0.15% |
| 130 | PIMCO ETF TR | 72201R775 | 4,516 | $414,813 | 0.15% |
| 131 | ISHARES TR | 464287473 | 3,255 | $407,982 | 0.15% |
| 132 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $401,897 | 0.14% |
| 133 | COINBASE GLOBAL INC | COIN | 1,491 | $395,294 | 0.14% |
| 134 | SALESFORCE INC | CRM | 1,296 | $390,329 | 0.14% |
| 135 | DUKE ENERGY CORP NEW | DUKB | 4,035 | $390,211 | 0.14% |
| 136 | ISHARES TR | 464287168 | 3,165 | $389,865 | 0.14% |
| 137 | NIKE INC | NKE | 4,136 | $388,683 | 0.14% |
| 138 | DEERE & CO | DE | 936 | $384,429 | 0.14% |
| 139 | SHOPIFY INC | SHOP | 4,957 | $382,532 | 0.14% |
| 140 | SELECT SECTOR SPDR TR | 81369Y803 | 1,833 | $381,759 | 0.14% |
| 141 | UNITEDHEALTH GROUP INC | UNH | 769 | $380,551 | 0.14% |
| 142 | UNITED RENTALS INC | URI | 521 | $375,737 | 0.14% |
| 143 | ISHARES TR | 46432F834 | 5,440 | $369,186 | 0.13% |
| 144 | MESABI TR | MSB | 20,856 | $367,690 | 0.13% |
| 145 | ISHARES TR | 464287176 | 3,215 | $345,323 | 0.12% |
| 146 | SPDR SER TR | 78468R663 | 3,759 | $345,076 | 0.12% |
| 147 | ACCENTURE PLC IRELAND | ACN | 989 | $342,797 | 0.12% |
| 148 | ISHARES TR | 464287234 | 8,302 | $341,033 | 0.12% |
| 149 | SCHWAB STRATEGIC TR | 808524409 | 4,426 | $336,259 | 0.12% |
| 150 | VANGUARD INDEX FDS | 922908751 | 1,462 | $334,137 | 0.12% |
| 151 | VANGUARD WHITEHALL FDS | 921946406 | 2,749 | $332,622 | 0.12% |
| 152 | CADENCE DESIGN SYSTEM INC | CDNS | 1,050 | $326,844 | 0.12% |
| 153 | RUSH STREET INTERACTIVE INC | RSI | 50,000 | $325,500 | 0.12% |
| 154 | LAM RESEARCH CORP | LRCX | 330 | $320,935 | 0.12% |
| 155 | CISCO SYS INC | CSCO | 6,339 | $316,369 | 0.11% |
| 156 | SCHWAB STRATEGIC TR | 808524201 | 5,091 | $315,963 | 0.11% |
| 157 | SCHLUMBERGER LTD | SLB | 5,748 | $315,026 | 0.11% |
| 158 | WASTE MGMT INC DEL | 94106L109 | 1,441 | $307,228 | 0.11% |
| 159 | PAYCHEX INC | PAYX | 2,488 | $305,526 | 0.11% |
| 160 | MICRON TECHNOLOGY INC | MU | 2,560 | $301,798 | 0.11% |
| 161 | NOVO-NORDISK A S | NONOF | 2,344 | $300,970 | 0.11% |
| 162 | SCHWAB STRATEGIC TR | 808524797 | 3,703 | $298,574 | 0.11% |
| 163 | VANGUARD INDEX FDS | 922908611 | 1,550 | $297,492 | 0.11% |
| 164 | CVS HEALTH CORP | CVS | 3,664 | $292,241 | 0.11% |
| 165 | ISHARES SILVER TR | SLV | 12,586 | $286,332 | 0.10% |
| 166 | SELECT SECTOR SPDR TR | 81369Y506 | 3,018 | $284,906 | 0.10% |
| 167 | UBER TECHNOLOGIES INC | UBER | 3,673 | $282,784 | 0.10% |
| 168 | EATON CORP PLC | ETN | 903 | $282,350 | 0.10% |
| 169 | PARSONS CORP DEL | PSN | 3,376 | $280,039 | 0.10% |
| 170 | STARWOOD PPTY TR INC | STHO | 13,753 | $279,594 | 0.10% |
| 171 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $279,233 | 0.10% |
| 172 | DIMENSIONAL ETF TRUST | 25434V807 | 7,262 | $266,879 | 0.10% |
| 173 | SERVICENOW INC | NOW | 350 | $266,840 | 0.10% |
| 174 | CYBERARK SOFTWARE LTD | M2682V108 | 1,000 | $265,630 | 0.10% |
| 175 | SUPER MICRO COMPUTER INC | SMCI | 259 | $261,598 | 0.09% |
| 176 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $259,886 | 0.09% |
| 177 | ISHARES TR | 464287671 | 2,210 | $258,986 | 0.09% |
| 178 | DANAHER CORPORATION | 235851102 | 1,036 | $258,710 | 0.09% |
| 179 | FLEXSHARES TR | FLEX | 3,885 | $256,060 | 0.09% |
| 180 | ISHARES TR | 464287606 | 2,776 | $253,310 | 0.09% |
| 181 | CONSOLIDATED EDISON INC | ED | 2,757 | $250,370 | 0.09% |
| 182 | KEMPER CORP | KMPB | 4,035 | $249,847 | 0.09% |
| 183 | AMERIPRISE FINL INC | 03076C106 | 568 | $249,034 | 0.09% |
| 184 | TEXTRON INC | TXT | 2,560 | $245,614 | 0.09% |
| 185 | FIDELITY COVINGTON TRUST | 31609A404 | 8,426 | $240,576 | 0.09% |
| 186 | PRINCIPAL FINANCIAL GROUP IN | PFG | 2,687 | $231,915 | 0.08% |
| 187 | GILEAD SCIENCES INC | GILD | 3,059 | $224,069 | 0.08% |
| 188 | VANGUARD INDEX FDS | 922908553 | 2,590 | $224,001 | 0.08% |
| 189 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $223,800 | 0.08% |
| 190 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $221,554 | 0.08% |
| 191 | ISHARES TR | 464288257 | 1,979 | $217,997 | 0.08% |
| 192 | GOLAR LNG LTD | GLNG | 9,056 | $217,885 | 0.08% |
| 193 | IDEXX LABS INC | 45168D104 | 400 | $215,972 | 0.08% |
| 194 | FEDEX CORP | FDX | 742 | $215,021 | 0.08% |
| 195 | BLACKROCK INC | BLK | 255 | $212,594 | 0.08% |
| 196 | SPDR SER TR | 78464A359 | 2,888 | $210,952 | 0.08% |
| 197 | VANGUARD INDEX FDS | 922908652 | 1,201 | $210,503 | 0.08% |
| 198 | DARDEN RESTAURANTS INC | DRI | 1,246 | $208,308 | 0.07% |
| 199 | INTUIT | INTU | 318 | $206,700 | 0.07% |
| 200 | MANULIFE FINL CORP | 56501R106 | 8,127 | $203,094 | 0.07% |
| 201 | GARMIN LTD | GRMN | 1,363 | $202,910 | 0.07% |
| 202 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,480 | $201,354 | 0.07% |
| 203 | SIRIUS XM HOLDINGS INC | SIRI | 39,945 | $154,987 | 0.06% |
| 204 | FORD MTR CO DEL | 345370860 | 11,290 | $149,926 | 0.05% |
| 205 | NANO X IMAGING LTD | NNOX | 15,300 | $149,481 | 0.05% |
| 206 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $91,000 | 0.03% |
| 207 | PACIFIC BIOSCIENCES CALIF IN | 69404D108 | 15,500 | $58,125 | 0.02% |
| 208 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $35,090 | 0.01% |
| 209 | 8X8 INC NEW | 282914100 | 10,000 | $27,000 | 0.01% |
| 210 | OPKO HEALTH INC | OPK | 16,550 | $19,860 | 0.01% |
| 211 | SOBR SAFE INC | SOBR | 29,636 | $12,151 | 0.00% |
| 212 | QUINCE THERAPEUTICS INC | QNCX | 10,000 | $10,600 | 0.00% |
| 213 | FUSION FUEL GREEN PLC | HTOO | 23,646 | $4,020 | 0.00% |