13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002051491-25-000005
Total Value
$244.9M
Positions
202
Other Managers
0
Confidential Omitted
No
Holdings (202)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 168,109 | $32.4M | 13.22% |
| 2 | MICROSOFT CORP | MSFT | 33,616 | $12.6M | 5.16% |
| 3 | VANGUARD INDEX FDS | 922908363 | 23,781 | $10.4M | 4.24% |
| 4 | CACI INTL INC | 127190304 | 31,331 | $10.1M | 4.14% |
| 5 | ILLUMINA INC | ILMN | 47,614 | $6.6M | 2.71% |
| 6 | SPDR S&P 500 ETF TR | SPY | 13,495 | $6.4M | 2.62% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,640 | $5.2M | 2.13% |
| 8 | AMAZON COM INC | AMZN | 33,101 | $5.0M | 2.05% |
| 9 | ISHARES TR | 464287200 | 10,425 | $5.0M | 2.03% |
| 10 | BROADCOM INC | AVGO | 4,439 | $5.0M | 2.02% |
| 11 | VANGUARD INTL EQUITY INDEX F | 922042742 | 36,952 | $3.8M | 1.55% |
| 12 | APOLLO MED HLDGS INC | ASTH | 97,525 | $3.7M | 1.53% |
| 13 | INVESCO QQQ TR | IVZ | 8,116 | $3.3M | 1.36% |
| 14 | INTERNATIONAL BUSINESS MACHS | INTR | 19,686 | $3.2M | 1.31% |
| 15 | MASIMO CORP | MASI | 26,424 | $3.1M | 1.26% |
| 16 | WALMART INC | WMT | 18,280 | $2.9M | 1.18% |
| 17 | NVIDIA CORPORATION | NVDA | 5,653 | $2.8M | 1.14% |
| 18 | PROCTER AND GAMBLE CO | 742718109 | 19,077 | $2.8M | 1.14% |
| 19 | HOME DEPOT INC | HD | 7,660 | $2.7M | 1.08% |
| 20 | KORN FERRY | KFY | 43,722 | $2.6M | 1.06% |
| 21 | WISDOMTREE TR | WT | 50,972 | $2.6M | 1.05% |
| 22 | JOHNSON & JOHNSON | JNJ | 14,356 | $2.3M | 0.92% |
| 23 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.2M | 0.92% |
| 24 | ORACLE CORP | ORCL-PD | 19,379 | $2.0M | 0.83% |
| 25 | ISHARES TR | 464287655 | 10,072 | $2.0M | 0.83% |
| 26 | VANGUARD INDEX FDS | 922908769 | 8,382 | $2.0M | 0.81% |
| 27 | COSTCO WHSL CORP NEW | 22160K105 | 2,997 | $2.0M | 0.81% |
| 28 | JPMORGAN CHASE & CO | VYLD | 11,050 | $1.9M | 0.77% |
| 29 | ISHARES TR | 464287465 | 24,619 | $1.9M | 0.76% |
| 30 | ALPHABET INC | GOOG | 13,268 | $1.9M | 0.76% |
| 31 | DIMENSIONAL ETF TRUST | 25434V500 | 30,083 | $1.8M | 0.73% |
| 32 | DISNEY WALT CO | 254687106 | 18,949 | $1.7M | 0.70% |
| 33 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 75,750 | $1.6M | 0.65% |
| 34 | VISA INC | V | 5,903 | $1.5M | 0.63% |
| 35 | EXXON MOBIL CORP | XOM | 15,188 | $1.5M | 0.62% |
| 36 | NETFLIX INC | NFLX | 2,997 | $1.5M | 0.60% |
| 37 | META PLATFORMS INC | META | 4,078 | $1.4M | 0.59% |
| 38 | TESLA INC | TSLA | 5,422 | $1.3M | 0.55% |
| 39 | ISHARES TR | 464289859 | 18,850 | $1.3M | 0.53% |
| 40 | ALPHABET INC | GOOG | 9,194 | $1.3M | 0.53% |
| 41 | INTUITIVE SURGICAL INC | ISRG | 3,766 | $1.3M | 0.52% |
| 42 | QUALCOMM INC | QCOM | 8,649 | $1.3M | 0.51% |
| 43 | VANGUARD TAX-MANAGED FDS | 921943858 | 24,159 | $1.2M | 0.47% |
| 44 | PEPSICO INC | PEP | 6,672 | $1.1M | 0.46% |
| 45 | CHEVRON CORP NEW | CVX | 7,455 | $1.1M | 0.45% |
| 46 | ISHARES TR | 464287309 | 14,786 | $1.1M | 0.45% |
| 47 | ISHARES TR | 464287150 | 10,514 | $1.1M | 0.45% |
| 48 | SPDR SER TR | 78464A763 | 8,847 | $1.1M | 0.45% |
| 49 | WELLS FARGO CO NEW | 949746101 | 22,363 | $1.1M | 0.45% |
| 50 | PHILLIPS 66 | PSX | 7,996 | $1.1M | 0.43% |
| 51 | VANGUARD SCOTTSDALE FDS | 92206C409 | 13,583 | $1.1M | 0.43% |
| 52 | ISHARES TR | 464287614 | 3,460 | $1.0M | 0.43% |
| 53 | SSGA ACTIVE ETF TR | 78467V848 | 25,874 | $1.0M | 0.43% |
| 54 | S&P GLOBAL INC | SPGI | 2,362 | $1.0M | 0.42% |
| 55 | ISHARES TR | 464287408 | 5,941 | $1.0M | 0.42% |
| 56 | VANGUARD INDEX FDS | 922908736 | 3,320 | $1.0M | 0.42% |
| 57 | COCA COLA CO | KO | 16,986 | $1.0M | 0.41% |
| 58 | ISHARES TR | 464287622 | 3,721 | $975,835 | 0.40% |
| 59 | ISHARES TR | 464287804 | 8,834 | $956,299 | 0.39% |
| 60 | MCDONALDS CORP | MCD | 3,054 | $905,505 | 0.37% |
| 61 | DIMENSIONAL ETF TRUST | 25434V880 | 36,105 | $881,684 | 0.36% |
| 62 | HONEYWELL INTL INC | 438516106 | 4,073 | $854,070 | 0.35% |
| 63 | AMGEN INC | AMGN | 2,927 | $843,088 | 0.34% |
| 64 | ISHARES TR | 464288273 | 13,496 | $835,431 | 0.34% |
| 65 | CONOCOPHILLIPS | COP | 7,078 | $821,543 | 0.34% |
| 66 | INTEL CORP | INTC | 15,779 | $792,917 | 0.32% |
| 67 | BANK AMERICA CORP | 060505104 | 23,487 | $790,796 | 0.32% |
| 68 | COMCAST CORP NEW | CCZ | 17,976 | $788,253 | 0.32% |
| 69 | SEMPRA | SREA | 10,539 | $787,542 | 0.32% |
| 70 | BOEING CO | BA-PA | 3,019 | $786,910 | 0.32% |
| 71 | ABBVIE INC | ABBV | 5,018 | $777,653 | 0.32% |
| 72 | CATERPILLAR INC | CAT | 2,623 | $775,593 | 0.32% |
| 73 | ISHARES TR | 464287739 | 8,189 | $748,558 | 0.31% |
| 74 | VANGUARD WORLD FD | 921910840 | 6,630 | $725,073 | 0.30% |
| 75 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,184 | $712,905 | 0.29% |
| 76 | SCHWAB CHARLES CORP | SCHW-PJ | 10,290 | $707,983 | 0.29% |
| 77 | IONIS PHARMACEUTICALS INC | IONS | 13,872 | $701,784 | 0.29% |
| 78 | ROBINHOOD MKTS INC | 770700102 | 54,631 | $695,999 | 0.28% |
| 79 | RADNET INC | RDNT | 20,000 | $695,400 | 0.28% |
| 80 | EDISON INTL | 281020107 | 9,587 | $685,374 | 0.28% |
| 81 | ISHARES TR | 46432F842 | 9,628 | $677,323 | 0.28% |
| 82 | MERCK & CO INC | MRK | 6,021 | $656,404 | 0.27% |
| 83 | ISHARES TR | 464289867 | 12,327 | $655,699 | 0.27% |
| 84 | VANGUARD WORLD FD | 921910816 | 2,523 | $654,744 | 0.27% |
| 85 | VANGUARD INTL EQUITY INDEX F | 922042858 | 15,820 | $650,196 | 0.27% |
| 86 | ISHARES TR | 464288851 | 6,960 | $648,591 | 0.26% |
| 87 | WILLIAMS SONOMA INC | WSM | 3,088 | $623,080 | 0.25% |
| 88 | ELI LILLY & CO | LLY | 1,022 | $595,937 | 0.24% |
| 89 | ISHARES TR | 464287598 | 3,601 | $595,015 | 0.24% |
| 90 | SCHWAB STRATEGIC TR | 808524102 | 10,623 | $591,375 | 0.24% |
| 91 | VANGUARD WORLD FDS | 92204A504 | 2,352 | $589,646 | 0.24% |
| 92 | AMERICAN EXPRESS CO | AXP | 3,108 | $582,337 | 0.24% |
| 93 | SCHWAB STRATEGIC TR | 808524607 | 12,308 | $581,427 | 0.24% |
| 94 | ISHARES TR | 464287507 | 2,084 | $577,714 | 0.24% |
| 95 | ADVANCED MICRO DEVICES INC | AMD | 3,887 | $572,983 | 0.23% |
| 96 | FAIR ISAAC CORP | FICO | 484 | $563,381 | 0.23% |
| 97 | ABBOTT LABS | ABLZF | 5,095 | $560,807 | 0.23% |
| 98 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,532 | $540,394 | 0.22% |
| 99 | LOWES COS INC | 548661107 | 2,354 | $523,887 | 0.21% |
| 100 | VANGUARD INDEX FDS | 922908629 | 2,247 | $522,824 | 0.21% |
| 101 | AT&T INC | T-PC | 30,555 | $512,720 | 0.21% |
| 102 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,391 | $502,387 | 0.21% |
| 103 | STARBUCKS CORP | SBUX | 5,229 | $502,027 | 0.20% |
| 104 | ALTRIA GROUP INC | MO | 12,352 | $498,284 | 0.20% |
| 105 | PFIZER INC | PFE | 16,917 | $487,046 | 0.20% |
| 106 | NIKE INC | NKE | 4,453 | $483,500 | 0.20% |
| 107 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,574 | $481,369 | 0.20% |
| 108 | UNION PAC CORP | UNP | 1,959 | $481,269 | 0.20% |
| 109 | ISHARES TR | 464287499 | 6,158 | $478,661 | 0.20% |
| 110 | VERIZON COMMUNICATIONS INC | VZ | 12,452 | $469,459 | 0.19% |
| 111 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $464,481 | 0.19% |
| 112 | ISHARES TR | 46434V464 | 2,749 | $454,930 | 0.19% |
| 113 | UNITEDHEALTH GROUP INC | UNH | 861 | $453,480 | 0.19% |
| 114 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $448,239 | 0.18% |
| 115 | PHILIP MORRIS INTL INC | 718172109 | 4,758 | $447,617 | 0.18% |
| 116 | GENERAL ELECTRIC CO | 369604301 | 3,479 | $444,082 | 0.18% |
| 117 | PIMCO ETF TR | 72201R775 | 4,775 | $441,411 | 0.18% |
| 118 | PROSHARES TR | 74347X864 | 8,058 | $441,071 | 0.18% |
| 119 | MASTERCARD INCORPORATED | MA | 1,033 | $440,585 | 0.18% |
| 120 | SHELL PLC | RYDAF | 6,673 | $439,083 | 0.18% |
| 121 | BLACKSTONE INC | BX | 3,299 | $431,955 | 0.18% |
| 122 | MESABI TR | MSB | 20,856 | $425,670 | 0.17% |
| 123 | ISHARES TR | 464287481 | 4,057 | $423,839 | 0.17% |
| 124 | NEXTERA ENERGY INC | NEE-PW | 6,931 | $420,989 | 0.17% |
| 125 | SCHWAB STRATEGIC TR | 808524300 | 5,039 | $418,026 | 0.17% |
| 126 | GENUINE PARTS CO | GPC | 2,905 | $402,343 | 0.16% |
| 127 | SCHWAB STRATEGIC TR | 808524201 | 6,989 | $394,166 | 0.16% |
| 128 | DUKE ENERGY CORP NEW | DUKB | 4,005 | $388,632 | 0.16% |
| 129 | CSX CORP | CSX | 11,202 | $388,370 | 0.16% |
| 130 | SHOPIFY INC | SHOP | 4,957 | $386,150 | 0.16% |
| 131 | VANGUARD WORLD FDS | 92204A702 | 790 | $382,138 | 0.16% |
| 132 | ISHARES TR | 464287168 | 3,253 | $381,317 | 0.16% |
| 133 | VANGUARD WHITEHALL FDS | 921946406 | 3,407 | $380,323 | 0.16% |
| 134 | DEERE & CO | DE | 925 | $369,780 | 0.15% |
| 135 | THERMO FISHER SCIENTIFIC INC | TMO | 693 | $367,837 | 0.15% |
| 136 | ISHARES TR | 464287473 | 3,120 | $362,801 | 0.15% |
| 137 | ISHARES TR | 464287234 | 8,828 | $354,961 | 0.14% |
| 138 | ISHARES TR | 46432F834 | 5,440 | $353,246 | 0.14% |
| 139 | CISCO SYS INC | CSCO | 6,904 | $348,776 | 0.14% |
| 140 | ACCENTURE PLC IRELAND | ACN | 989 | $347,050 | 0.14% |
| 141 | ISHARES TR | 464287176 | 3,123 | $335,691 | 0.14% |
| 142 | SCHWAB STRATEGIC TR | 808524797 | 4,185 | $318,574 | 0.13% |
| 143 | VANGUARD INDEX FDS | 922908744 | 2,127 | $317,949 | 0.13% |
| 144 | VANGUARD INDEX FDS | 922908751 | 1,478 | $315,350 | 0.13% |
| 145 | SALESFORCE INC | CRM | 1,194 | $314,189 | 0.13% |
| 146 | SCHWAB STRATEGIC TR | 808524409 | 4,459 | $312,550 | 0.13% |
| 147 | UNITED RENTALS INC | URI | 521 | $298,774 | 0.12% |
| 148 | SCHLUMBERGER LTD | SLB | 5,731 | $298,254 | 0.12% |
| 149 | PAYCHEX INC | PAYX | 2,488 | $296,346 | 0.12% |
| 150 | SELECT SECTOR SPDR TR | 81369Y803 | 1,517 | $291,992 | 0.12% |
| 151 | DIMENSIONAL ETF TRUST | 25434V807 | 8,443 | $290,101 | 0.12% |
| 152 | CVS HEALTH CORP | CVS | 3,664 | $289,309 | 0.12% |
| 153 | STARWOOD PPTY TR INC | STHO | 13,683 | $287,610 | 0.12% |
| 154 | CADENCE DESIGN SYSTEM INC | CDNS | 1,050 | $285,989 | 0.12% |
| 155 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $281,448 | 0.11% |
| 156 | ISHARES SILVER TR | SLV | 12,586 | $274,123 | 0.11% |
| 157 | WASTE MGMT INC DEL | 94106L109 | 1,523 | $272,844 | 0.11% |
| 158 | GILEAD SCIENCES INC | GILD | 3,196 | $258,936 | 0.11% |
| 159 | SELECT SECTOR SPDR TR | 81369Y506 | 3,030 | $254,069 | 0.10% |
| 160 | CONSOLIDATED EDISON INC | ED | 2,770 | $251,993 | 0.10% |
| 161 | LOCKHEED MARTIN CORP | LMT | 545 | $247,152 | 0.10% |
| 162 | RUSH STREET INTERACTIVE INC | RSI | 55,000 | $246,950 | 0.10% |
| 163 | NOVO-NORDISK A S | NONOF | 2,344 | $242,487 | 0.10% |
| 164 | LAM RESEARCH CORP | LRCX | 309 | $242,263 | 0.10% |
| 165 | COINBASE GLOBAL INC | COIN | 1,391 | $241,923 | 0.10% |
| 166 | DANAHER CORPORATION | 235851102 | 1,036 | $239,668 | 0.10% |
| 167 | FLEXSHARES TR | FLEX | 3,885 | $239,044 | 0.10% |
| 168 | VANGUARD INDEX FDS | 922908611 | 1,321 | $237,810 | 0.10% |
| 169 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $236,397 | 0.10% |
| 170 | ISHARES TR | 464288224 | 14,991 | $233,410 | 0.10% |
| 171 | SIRIUS XM HOLDINGS INC | SIRI | 42,164 | $230,636 | 0.09% |
| 172 | ISHARES TR | 464287671 | 2,208 | $229,804 | 0.09% |
| 173 | UBER TECHNOLOGIES INC | UBER | 3,728 | $229,533 | 0.09% |
| 174 | VANGUARD INDEX FDS | 922908553 | 2,560 | $226,234 | 0.09% |
| 175 | SCHRODINGER INC | SDGR | 6,300 | $225,540 | 0.09% |
| 176 | IDEXX LABS INC | 45168D104 | 400 | $222,020 | 0.09% |
| 177 | FIDELITY COVINGTON TRUST | 31609A404 | 8,357 | $221,465 | 0.09% |
| 178 | ISHARES TR | 464287606 | 2,776 | $219,915 | 0.09% |
| 179 | CYBERARK SOFTWARE LTD | M2682V108 | 1,000 | $219,050 | 0.09% |
| 180 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $216,674 | 0.09% |
| 181 | NEW YORK TIMES CO | NYT | 4,414 | $216,242 | 0.09% |
| 182 | AMERIPRISE FINL INC | 03076C106 | 568 | $215,743 | 0.09% |
| 183 | EATON CORP PLC | ETN | 888 | $213,848 | 0.09% |
| 184 | PARSONS CORP DEL | PSN | 3,376 | $211,709 | 0.09% |
| 185 | PRINCIPAL FINANCIAL GROUP IN | PFG | 2,687 | $211,386 | 0.09% |
| 186 | ISHARES TR | 464288281 | 2,364 | $210,508 | 0.09% |
| 187 | BLACKROCK INC | BLK | 258 | $209,444 | 0.09% |
| 188 | GOLAR LNG LTD | GLNG | 9,053 | $208,130 | 0.08% |
| 189 | SPDR SER TR | 78464A359 | 2,883 | $207,998 | 0.08% |
| 190 | TEXTRON INC | TXT | 2,560 | $205,903 | 0.08% |
| 191 | DARDEN RESTAURANTS INC | DRI | 1,246 | $204,756 | 0.08% |
| 192 | TEXAS INSTRS INC | 882508104 | 1,179 | $201,045 | 0.08% |
| 193 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $180,200 | 0.07% |
| 194 | FORD MTR CO DEL | 345370860 | 12,287 | $149,777 | 0.06% |
| 195 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $93,990 | 0.04% |
| 196 | 8X8 INC NEW | 282914100 | 10,000 | $37,800 | 0.02% |
| 197 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $36,960 | 0.02% |
| 198 | OPKO HEALTH INC | OPK | 16,550 | $24,991 | 0.01% |
| 199 | SOBR SAFE INC | SOBR | 29,636 | $13,360 | 0.01% |
| 200 | NIKOLA CORP | NODK | 12,500 | $10,935 | 0.00% |
| 201 | QUINCE THERAPEUTICS INC | QNCX | 10,148 | $10,655 | 0.00% |
| 202 | FUSION FUEL GREEN PLC | HTOO | 23,646 | $2,253 | 0.00% |