13F HOLDINGS REPORT

Westmount Partners, LLC

Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002051491-25-000006

Total Value

$227.0M

Positions

195

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (195)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	APPLE INC	AAPL	167,422	$28.7M	12.63%
2	MICROSOFT CORP	MSFT	33,909	$10.7M	4.72%
3	CACI INTL INC	127190304	31,331	$9.8M	4.33%
4	VANGUARD INDEX FDS	922908363	23,480	$9.2M	4.06%
5	ILLUMINA INC	ILMN	47,614	$6.5M	2.88%
6	SPDR S&P 500 ETF TR	SPY	13,779	$5.9M	2.59%
7	BERKSHIRE HATHAWAY INC DEL	BRK-A	14,408	$5.0M	2.22%
8	ISHARES TR	464287200	10,903	$4.7M	2.06%
9	AMAZON COM INC	AMZN	31,661	$4.0M	1.77%
10	WISDOMTREE TR	WT	77,021	$3.9M	1.71%
11	BROADCOM INC	AVGO	4,439	$3.7M	1.62%
12	VANGUARD INTL EQUITY INDEX F	922042742	34,743	$3.2M	1.43%
13	APOLLO MED HLDGS INC	ASTH	99,660	$3.1M	1.35%
14	WALMART INC	WMT	18,500	$3.0M	1.30%
15	INVESCO QQQ TR	IVZ	8,177	$2.9M	1.29%
16	INTERNATIONAL BUSINESS MACHS	INTR	20,388	$2.9M	1.26%
17	PROCTER AND GAMBLE CO	742718109	19,054	$2.8M	1.22%
18	ARDAGH METAL PACKAGING S A	AMPWF	865,135	$2.7M	1.19%
19	HOME DEPOT INC	HD	7,701	$2.3M	1.03%
20	MASIMO CORP	MASI	26,424	$2.3M	1.02%
21	JOHNSON & JOHNSON	JNJ	14,276	$2.2M	0.98%
22	VANGUARD INDEX FDS	922908769	10,391	$2.2M	0.97%
23	NVIDIA CORPORATION	NVDA	5,053	$2.2M	0.97%
24	KORN FERRY	KFY	43,722	$2.1M	0.91%
25	DIMENSIONAL ETF TRUST	25434V724	60,240	$2.0M	0.90%
26	ORACLE CORP	ORCL-PD	19,172	$2.0M	0.89%
27	EXXON MOBIL CORP	XOM	15,466	$1.8M	0.80%
28	COSTCO WHSL CORP NEW	22160K105	3,120	$1.8M	0.78%
29	ISHARES TR	464287655	9,746	$1.7M	0.76%
30	ALPHABET INC	GOOG	12,863	$1.7M	0.74%
31	ISHARES TR	464287465	23,729	$1.6M	0.72%
32	JPMORGAN CHASE & CO	VYLD	10,939	$1.6M	0.70%
33	DIMENSIONAL ETF TRUST	25434V500	30,083	$1.6M	0.70%
34	DISNEY WALT CO	254687106	18,947	$1.5M	0.68%
35	TRUST FOR PROFESSIONAL MANAG	89834G778	70,523	$1.5M	0.67%
36	VISA INC	V	6,038	$1.4M	0.61%
37	ISHARES TR	464287614	4,988	$1.3M	0.58%
38	NETFLIX INC	NFLX	3,431	$1.3M	0.57%
39	CHEVRON CORP NEW	CVX	7,648	$1.3M	0.57%
40	ALPHABET INC	GOOG	9,352	$1.2M	0.54%
41	PEPSICO INC	PEP	6,792	$1.2M	0.51%
42	ISHARES TR	46436E718	11,425	$1.2M	0.51%
43	META PLATFORMS INC	META	3,693	$1.1M	0.49%
44	INTUITIVE SURGICAL INC	ISRG	3,775	$1.1M	0.49%
45	ISHARES TR	464289859	16,191	$1.0M	0.45%
46	SPDR SER TR	78464A763	8,859	$1.0M	0.45%
47	ISHARES TR	46432F834	16,400	$983,833	0.43%
48	ISHARES TR	464287150	10,435	$982,826	0.43%
49	VANGUARD SPECIALIZED FUNDS	921908844	6,220	$966,475	0.43%
50	PHILLIPS 66	PSX	8,004	$961,710	0.42%
51	VANGUARD SCOTTSDALE FDS	92206C409	12,621	$948,463	0.42%
52	QUALCOMM INC	QCOM	8,508	$944,931	0.42%
53	TESLA INC	TSLA	3,759	$940,577	0.41%
54	VANGUARD TAX-MANAGED FDS	921943858	21,487	$939,425	0.41%
55	WELLS FARGO CO NEW	949746101	22,872	$934,569	0.41%
56	SSGA ACTIVE ETF TR	78467V848	23,875	$922,769	0.41%
57	COCA COLA CO	KO	16,412	$918,726	0.40%
58	VANGUARD INDEX FDS	922908736	3,252	$885,554	0.39%
59	ISHARES TR	464287622	3,701	$869,346	0.38%
60	ACTIVISION BLIZZARD INC	00507V109	9,253	$866,358	0.38%
61	S&P GLOBAL INC	SPGI	2,362	$863,098	0.38%
62	CONOCOPHILLIPS	COP	7,078	$847,944	0.37%
63	RADNET INC	RDNT	30,000	$845,700	0.37%
64	DIMENSIONAL ETF TRUST	25434V880	37,553	$845,694	0.37%
65	ISHARES TR	464287804	8,926	$842,001	0.37%
66	MCDONALDS CORP	MCD	3,193	$841,092	0.37%
67	AMGEN INC	AMGN	2,958	$794,893	0.35%
68	PIMCO ETF TR	72201R775	8,921	$784,152	0.35%
69	COMCAST CORP NEW	CCZ	17,423	$772,543	0.34%
70	ABBVIE INC	ABBV	5,171	$770,789	0.34%
71	J P MORGAN EXCHANGE TRADED F	46641Q837	15,218	$763,631	0.34%
72	HONEYWELL INTL INC	438516106	4,070	$751,850	0.33%
73	CATERPILLAR INC	CAT	2,662	$726,671	0.32%
74	ISHARES TR	464288273	12,814	$723,604	0.32%
75	ISHARES TR	464287309	10,394	$711,162	0.31%
76	ISHARES TR	464289867	14,393	$711,145	0.31%
77	ISHARES TR	46434V878	13,933	$701,923	0.31%
78	SEMPRA	SREA	10,129	$689,042	0.30%
79	BRISTOL-MYERS SQUIBB CO	CELG-RI	11,786	$684,046	0.30%
80	ISHARES TR	464288851	6,929	$675,812	0.30%
81	VANGUARD WORLD FD	921910840	6,630	$672,236	0.30%
82	BANK AMERICA CORP	060505104	23,844	$652,852	0.29%
83	BOEING CO	BA-PA	3,259	$624,668	0.28%
84	PFIZER INC	PFE	18,503	$613,754	0.27%
85	IONIS PHARMACEUTICALS INC	IONS	13,462	$610,636	0.27%
86	ISHARES TR	46432F842	9,411	$605,604	0.27%
87	MERCK & CO INC	MRK	5,842	$601,476	0.26%
88	ISHARES TR	464287739	7,585	$592,679	0.26%
89	ISHARES TR	464287408	3,845	$591,537	0.26%
90	SCHWAB CHARLES CORP	SCHW-PJ	10,710	$587,970	0.26%
91	EDISON INTL	281020107	9,137	$578,280	0.25%
92	VANGUARD WORLD FD	921910816	2,523	$572,469	0.25%
93	VANGUARD WORLD FDS	92204A504	2,352	$552,955	0.24%
94	VANGUARD INTL EQUITY INDEX F	922042858	14,077	$551,964	0.24%
95	INTEL CORP	INTC	15,425	$548,350	0.24%
96	VANGUARD INDEX FDS	922908629	2,633	$548,327	0.24%
97	ISHARES TR	464287598	3,600	$546,578	0.24%
98	ROBINHOOD MKTS INC	770700102	54,631	$535,930	0.24%
99	LOWES COS INC	548661107	2,525	$524,796	0.23%
100	ISHARES TR	464287507	2,069	$515,781	0.23%
101	ALTRIA GROUP INC	MO	12,264	$515,687	0.23%
102	SCHWAB STRATEGIC TR	808524607	12,308	$509,794	0.22%
103	SCHWAB STRATEGIC TR	808524102	10,190	$507,953	0.22%
104	ABBOTT LABS	ABLZF	5,208	$504,395	0.22%
105	ELI LILLY & CO	LLY	915	$491,482	0.22%
106	MASTERCARD INCORPORATED	MA	1,229	$486,575	0.21%
107	SCHWAB STRATEGIC TR	808524797	6,851	$484,787	0.21%
108	WILLIAMS SONOMA INC	WSM	3,073	$477,551	0.21%
109	STARBUCKS CORP	SBUX	5,124	$467,702	0.21%
110	BLACKSTONE INC	BX	4,286	$459,246	0.20%
111	AT&T INC	T-PC	30,544	$458,764	0.20%
112	AMERICAN EXPRESS CO	AXP	3,067	$457,584	0.20%
113	APOLLO GLOBAL MGMT INC	03769M106	5,000	$448,800	0.20%
114	VANGUARD INTL EQUITY INDEX F	922042775	8,574	$444,756	0.20%
115	NIKE INC	NKE	4,646	$444,240	0.20%
116	SPDR GOLD TR	GLD	2,589	$443,884	0.20%
117	UNITEDHEALTH GROUP INC	UNH	878	$442,633	0.19%
118	ISHARES TR	464287176	4,257	$441,536	0.19%
119	SHELL PLC	RYDAF	6,673	$429,608	0.19%
120	NEXTERA ENERGY INC	NEE-PW	7,495	$429,389	0.19%
121	PHILIP MORRIS INTL INC	718172109	4,636	$429,244	0.19%
122	ISHARES TR	464287499	6,158	$426,442	0.19%
123	FAIR ISAAC CORP	FICO	484	$420,369	0.19%
124	MESABI TR	MSB	20,856	$416,910	0.18%
125	ISHARES TR	46434V464	2,757	$414,290	0.18%
126	GENUINE PARTS CO	GPC	2,838	$409,750	0.18%
127	DIMENSIONAL ETF TRUST	25434V609	8,876	$405,544	0.18%
128	REXFORD INDL RLTY INC	76169C100	7,990	$394,307	0.17%
129	VANGUARD INDEX FDS	922908744	2,808	$387,354	0.17%
130	VERIZON COMMUNICATIONS INC	VZ	11,936	$386,838	0.17%
131	GENERAL ELECTRIC CO	369604301	3,479	$384,628	0.17%
132	UNION PAC CORP	UNP	1,852	$377,035	0.17%
133	PROSHARES TR	74347X864	9,035	$371,978	0.16%
134	ISHARES TR	464287481	4,057	$370,604	0.16%
135	ISHARES TR	464287168	3,394	$365,330	0.16%
136	CISCO SYS INC	CSCO	6,753	$363,057	0.16%
137	SCHWAB STRATEGIC TR	808524201	6,986	$353,470	0.16%
138	VANGUARD WHITEHALL FDS	921946406	3,407	$352,011	0.16%
139	DEERE & CO	DE	923	$348,224	0.15%
140	ADVANCED MICRO DEVICES INC	AMD	3,367	$346,195	0.15%
141	THERMO FISHER SCIENTIFIC INC	TMO	683	$345,714	0.15%
142	CSX CORP	CSX	11,167	$343,375	0.15%
143	DUKE ENERGY CORP NEW	DUKB	3,852	$339,961	0.15%
144	SCHLUMBERGER LTD	SLB	5,718	$333,336	0.15%
145	ISHARES TR	464287473	3,118	$325,353	0.14%
146	VANGUARD WHITEHALL FDS	921946810	4,476	$319,273	0.14%
147	WISDOMTREE TR	WT	4,995	$317,133	0.14%
148	ISHARES TR	46434V621	6,366	$315,308	0.14%
149	ISHARES TR	464287234	8,123	$308,262	0.14%
150	SCHWAB STRATEGIC TR	808524300	4,209	$306,076	0.13%
151	ACCENTURE PLC IRELAND	ACN	989	$303,732	0.13%
152	PAYCHEX INC	PAYX	2,488	$286,941	0.13%
153	SCHWAB STRATEGIC TR	808524409	4,426	$285,276	0.13%
154	SELECT SECTOR SPDR TR	81369Y506	3,118	$281,826	0.12%
155	DIMENSIONAL ETF TRUST	25434V807	8,443	$275,411	0.12%
156	SHOPIFY INC	SHOP	5,007	$273,232	0.12%
157	SIXTH STREET SPECIALTY LENDI	TSLX	13,030	$266,333	0.12%
158	CVS HEALTH CORP	CVS	3,704	$258,613	0.11%
159	DANAHER CORPORATION	235851102	1,036	$257,032	0.11%
160	ISHARES SILVER TR	SLV	12,586	$255,999	0.11%
161	STARWOOD PPTY TR INC	STHO	13,210	$255,621	0.11%
162	RUSH STREET INTERACTIVE INC	RSI	55,000	$254,100	0.11%
163	GILEAD SCIENCES INC	GILD	3,303	$247,558	0.11%
164	CADENCE DESIGN SYSTEM INC	CDNS	1,050	$246,015	0.11%
165	FEDEX CORP	FDX	917	$243,056	0.11%
166	SELECT SECTOR SPDR TR	81369Y803	1,464	$239,994	0.11%
167	CONSOLIDATED EDISON INC	ED	2,770	$236,924	0.10%
168	UNITED RENTALS INC	URI	521	$231,630	0.10%
169	SALESFORCE INC	CRM	1,097	$222,450	0.10%
170	LOCKHEED MARTIN CORP	LMT	534	$218,508	0.10%
171	FLEXSHARES TR	FLEX	3,885	$216,705	0.10%
172	WASTE MGMT INC DEL	94106L109	1,418	$216,222	0.10%
173	GOLDMAN SACHS BDC INC	GSBD	14,790	$215,342	0.09%
174	NOVO-NORDISK A S	NONOF	2,344	$213,163	0.09%
175	DIMENSIONAL ETF TRUST	25434V401	4,561	$212,315	0.09%
176	VANGUARD INDEX FDS	922908611	1,318	$210,204	0.09%
177	ISHARES TR	464287671	2,198	$208,410	0.09%
178	UBER TECHNOLOGIES INC	UBER	4,473	$205,713	0.09%
179	GOLAR LNG LTD	GLNG	8,450	$204,991	0.09%
180	VANGUARD INDEX FDS	922908751	1,078	$203,847	0.09%
181	VANGUARD INDEX FDS	922908553	2,676	$202,440	0.09%
182	ISHARES TR	464287606	2,776	$200,538	0.09%
183	TEXTRON INC	TXT	2,560	$200,066	0.09%
184	SIRIUS XM HOLDINGS INC	SIRI	42,164	$190,580	0.08%
185	FORD MTR CO DEL	345370860	12,271	$152,408	0.07%
186	TENCENT MUSIC ENTMT GROUP	XHLD	20,000	$127,600	0.06%
187	WESTERN ASSET GBL HIGH INC F	95766B109	13,000	$86,580	0.04%
188	SOBR SAFE INC	SOBR	29,636	$32,600	0.01%
189	OPKO HEALTH INC	OPK	16,600	$26,560	0.01%
190	POSEIDA THERAPEUTICS INC	73730P108	11,000	$26,180	0.01%
191	NIKOLA CORP	NODK	12,500	$19,625	0.01%
192	QUINCE THERAPEUTICS INC	QNCX	10,148	$11,366	0.01%
193	CANO HEALTH INC	13781Y103	31,500	$7,988	0.00%
194	VIRNETX HLDG CORP	VHC	25,000	$6,353	0.00%
195	FUSION FUEL GREEN PLC	HTOO	29,946	$1,348	0.00%