13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002051491-25-000007
Total Value
$229.7M
Positions
188
Other Managers
0
Confidential Omitted
No
Holdings (188)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 165,240 | $32.1M | 13.95% |
| 2 | MICROSOFT CORP | MSFT | 34,111 | $11.6M | 5.06% |
| 3 | CACI INTL INC | 127190304 | 31,331 | $10.7M | 4.65% |
| 4 | ILLUMINA INC | ILMN | 47,614 | $8.9M | 3.89% |
| 5 | VANGUARD INDEX FDS | 922908363 | 20,480 | $8.3M | 3.63% |
| 6 | SPDR S&P 500 ETF TR | SPY | 11,978 | $5.3M | 2.31% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,296 | $4.9M | 2.12% |
| 8 | ISHARES TR | 464287200 | 10,350 | $4.6M | 2.01% |
| 9 | WISDOMTREE TR | WT | 86,887 | $4.4M | 1.90% |
| 10 | MASIMO CORP | MASI | 26,424 | $4.3M | 1.89% |
| 11 | AMAZON COM INC | AMZN | 31,644 | $4.1M | 1.80% |
| 12 | BROADCOM INC | AVGO | 4,396 | $3.8M | 1.66% |
| 13 | ARDAGH METAL PACKAGING S A | AMPWF | 865,135 | $3.3M | 1.42% |
| 14 | APOLLO MED HLDGS INC | ASTH | 101,580 | $3.2M | 1.40% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042742 | 31,497 | $3.1M | 1.33% |
| 16 | WALMART INC | WMT | 18,225 | $2.9M | 1.25% |
| 17 | INVESCO QQQ TR | IVZ | 7,735 | $2.9M | 1.24% |
| 18 | INTERNATIONAL BUSINESS MACHS | INTR | 20,760 | $2.8M | 1.21% |
| 19 | PROCTER AND GAMBLE CO | 742718109 | 17,785 | $2.7M | 1.17% |
| 20 | HOME DEPOT INC | HD | 7,568 | $2.4M | 1.02% |
| 21 | ORACLE CORP | ORCL-PD | 19,118 | $2.3M | 0.99% |
| 22 | JOHNSON & JOHNSON | JNJ | 13,406 | $2.2M | 0.97% |
| 23 | KORN FERRY | KFY | 43,873 | $2.2M | 0.95% |
| 24 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.1M | 0.90% |
| 25 | NVIDIA CORPORATION | NVDA | 4,724 | $2.0M | 0.87% |
| 26 | ISHARES TR | 464287655 | 9,585 | $1.8M | 0.78% |
| 27 | DISNEY WALT CO | 254687106 | 19,141 | $1.7M | 0.74% |
| 28 | COSTCO WHSL CORP NEW | 22160K105 | 3,117 | $1.7M | 0.73% |
| 29 | DIMENSIONAL ETF TRUST | 25434V500 | 30,408 | $1.7M | 0.73% |
| 30 | ISHARES TR | 464287465 | 22,666 | $1.6M | 0.72% |
| 31 | ALPHABET INC | GOOG | 13,484 | $1.6M | 0.70% |
| 32 | JPMORGAN CHASE & CO | VYLD | 10,815 | $1.6M | 0.68% |
| 33 | NETFLIX INC | NFLX | 3,396 | $1.5M | 0.65% |
| 34 | EXXON MOBIL CORP | XOM | 13,674 | $1.5M | 0.64% |
| 35 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 67,620 | $1.4M | 0.63% |
| 36 | VISA INC | V | 5,918 | $1.4M | 0.61% |
| 37 | VANGUARD INDEX FDS | 922908769 | 6,346 | $1.4M | 0.61% |
| 38 | INTUITIVE SURGICAL INC | ISRG | 3,789 | $1.3M | 0.56% |
| 39 | PEPSICO INC | PEP | 6,788 | $1.3M | 0.55% |
| 40 | CHEVRON CORP NEW | CVX | 7,846 | $1.2M | 0.54% |
| 41 | ALPHABET INC | GOOG | 9,752 | $1.2M | 0.51% |
| 42 | SPDR SER TR | 78464A763 | 8,859 | $1.1M | 0.47% |
| 43 | META PLATFORMS INC | META | 3,706 | $1.1M | 0.46% |
| 44 | ISHARES TR | 464289859 | 15,893 | $1.1M | 0.46% |
| 45 | QUALCOMM INC | QCOM | 8,735 | $1.0M | 0.45% |
| 46 | TESLA INC | TSLA | 3,881 | $1.0M | 0.44% |
| 47 | VANGUARD TAX-MANAGED FDS | 921943858 | 21,476 | $991,763 | 0.43% |
| 48 | RADNET INC | RDNT | 30,000 | $978,600 | 0.43% |
| 49 | MCDONALDS CORP | MCD | 3,184 | $950,094 | 0.41% |
| 50 | S&P GLOBAL INC | SPGI | 2,362 | $946,902 | 0.41% |
| 51 | WELLS FARGO CO NEW | 949746101 | 22,166 | $946,040 | 0.41% |
| 52 | ISHARES TR | 464287614 | 3,416 | $939,962 | 0.41% |
| 53 | VANGUARD INDEX FDS | 922908736 | 3,296 | $932,708 | 0.41% |
| 54 | COCA COLA CO | KO | 15,387 | $926,612 | 0.40% |
| 55 | VANGUARD SCOTTSDALE FDS | 92206C409 | 12,104 | $915,822 | 0.40% |
| 56 | SSGA ACTIVE ETF TR | 78467V848 | 22,439 | $909,901 | 0.40% |
| 57 | DIMENSIONAL ETF TRUST | 25434V880 | 38,980 | $908,624 | 0.40% |
| 58 | ISHARES TR | 464287622 | 3,701 | $902,024 | 0.39% |
| 59 | HONEYWELL INTL INC | 438516106 | 4,067 | $843,883 | 0.37% |
| 60 | ACTIVISION BLIZZARD INC | 00507V109 | 9,253 | $780,028 | 0.34% |
| 61 | ISHARES TR | 464289867 | 15,010 | $772,286 | 0.34% |
| 62 | COMCAST CORP NEW | CCZ | 18,340 | $762,021 | 0.33% |
| 63 | ISHARES TR | 464287804 | 7,590 | $756,341 | 0.33% |
| 64 | PIMCO ETF TR | 72201R775 | 8,231 | $754,158 | 0.33% |
| 65 | PHILLIPS 66 | PSX | 7,894 | $752,910 | 0.33% |
| 66 | SEMPRA | SREA | 5,065 | $737,341 | 0.32% |
| 67 | CONOCOPHILLIPS | COP | 7,078 | $733,352 | 0.32% |
| 68 | ISHARES TR | 464288273 | 12,179 | $718,298 | 0.31% |
| 69 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 11,107 | $710,320 | 0.31% |
| 70 | ISHARES TR | 464287739 | 8,183 | $708,142 | 0.31% |
| 71 | PFIZER INC | PFE | 19,302 | $707,993 | 0.31% |
| 72 | ISHARES TR | 464287309 | 9,994 | $704,382 | 0.31% |
| 73 | VANGUARD WORLD FD | 921910840 | 6,630 | $687,881 | 0.30% |
| 74 | MERCK & CO INC | MRK | 5,855 | $675,641 | 0.29% |
| 75 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,152 | $674,488 | 0.29% |
| 76 | BANK AMERICA CORP | 060505104 | 23,146 | $664,047 | 0.29% |
| 77 | CATERPILLAR INC | CAT | 2,632 | $647,577 | 0.28% |
| 78 | AMGEN INC | AMGN | 2,877 | $638,718 | 0.28% |
| 79 | ABBVIE INC | ABBV | 4,713 | $634,982 | 0.28% |
| 80 | EDISON INTL | 281020107 | 9,137 | $634,564 | 0.28% |
| 81 | BOEING CO | BA-PA | 2,992 | $631,772 | 0.27% |
| 82 | ISHARES TR | 464287408 | 3,845 | $619,799 | 0.27% |
| 83 | VANGUARD WORLD FD | 921910816 | 2,523 | $593,712 | 0.26% |
| 84 | ISHARES TR | 464288851 | 6,929 | $588,503 | 0.26% |
| 85 | VANGUARD INDEX FDS | 922908629 | 2,622 | $577,218 | 0.25% |
| 86 | VANGUARD WORLD FDS | 92204A504 | 2,352 | $575,817 | 0.25% |
| 87 | VANGUARD INTL EQUITY INDEX F | 922042858 | 14,025 | $570,547 | 0.25% |
| 88 | ISHARES TR | 464287598 | 3,609 | $569,636 | 0.25% |
| 89 | SCHWAB CHARLES CORP | SCHW-PJ | 10,025 | $568,192 | 0.25% |
| 90 | ABBOTT LABS | ABLZF | 5,108 | $556,874 | 0.24% |
| 91 | ALTRIA GROUP INC | MO | 12,241 | $554,525 | 0.24% |
| 92 | LOWES COS INC | 548661107 | 2,450 | $552,965 | 0.24% |
| 93 | IONIS PHARMACEUTICALS INC | IONS | 13,462 | $552,346 | 0.24% |
| 94 | ROBINHOOD MKTS INC | 770700102 | 54,166 | $540,577 | 0.24% |
| 95 | SCHWAB STRATEGIC TR | 808524607 | 12,309 | $539,131 | 0.23% |
| 96 | AMERICAN EXPRESS CO | AXP | 3,086 | $537,628 | 0.23% |
| 97 | NIKE INC | NKE | 4,733 | $522,332 | 0.23% |
| 98 | SCHWAB STRATEGIC TR | 808524102 | 10,078 | $521,033 | 0.23% |
| 99 | NEXTERA ENERGY INC | NEE-PW | 6,945 | $515,319 | 0.22% |
| 100 | VERIZON COMMUNICATIONS INC | VZ | 13,768 | $512,019 | 0.22% |
| 101 | STARBUCKS CORP | SBUX | 5,112 | $506,388 | 0.22% |
| 102 | AT&T INC | T-PC | 31,620 | $504,335 | 0.22% |
| 103 | NORTHROP GRUMMAN CORP | NOC | 1,067 | $486,339 | 0.21% |
| 104 | MASTERCARD INCORPORATED | MA | 1,229 | $483,366 | 0.21% |
| 105 | GENUINE PARTS CO | GPC | 2,838 | $480,275 | 0.21% |
| 106 | ISHARES TR | 464287176 | 4,358 | $469,008 | 0.20% |
| 107 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,574 | $466,535 | 0.20% |
| 108 | PHILIP MORRIS INTL INC | 718172109 | 4,622 | $451,218 | 0.20% |
| 109 | ISHARES TR | 464287499 | 6,158 | $449,719 | 0.20% |
| 110 | INTEL CORP | INTC | 13,442 | $449,492 | 0.20% |
| 111 | PROSHARES TR | 74347X864 | 9,144 | $433,235 | 0.19% |
| 112 | MESABI TR | MSB | 20,856 | $425,670 | 0.19% |
| 113 | ISHARES TR | 464287507 | 1,605 | $419,779 | 0.18% |
| 114 | UNITEDHEALTH GROUP INC | UNH | 871 | $418,832 | 0.18% |
| 115 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $417,238 | 0.18% |
| 116 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $411,758 | 0.18% |
| 117 | VANGUARD INDEX FDS | 922908744 | 2,856 | $405,830 | 0.18% |
| 118 | BLACKSTONE INC | BX | 4,309 | $400,613 | 0.17% |
| 119 | SHELL PLC | RYDAF | 6,592 | $398,025 | 0.17% |
| 120 | ISHARES TR | 464287481 | 4,057 | $392,025 | 0.17% |
| 121 | FAIR ISAAC CORP | FICO | 484 | $391,658 | 0.17% |
| 122 | ISHARES TR | 464287168 | 3,444 | $390,205 | 0.17% |
| 123 | WILLIAMS SONOMA INC | WSM | 3,076 | $384,920 | 0.17% |
| 124 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,000 | $384,050 | 0.17% |
| 125 | CSX CORP | CSX | 11,127 | $379,448 | 0.17% |
| 126 | UNION PAC CORP | UNP | 1,843 | $377,049 | 0.16% |
| 127 | LILLY ELI & CO | LLY | 798 | $374,130 | 0.16% |
| 128 | DEERE & CO | DE | 920 | $372,928 | 0.16% |
| 129 | ADVANCED MICRO DEVICES INC | AMD | 3,253 | $370,549 | 0.16% |
| 130 | SCHWAB STRATEGIC TR | 808524201 | 6,983 | $365,680 | 0.16% |
| 131 | VANGUARD WHITEHALL FDS | 921946406 | 3,407 | $361,380 | 0.16% |
| 132 | ISHARES TR | 46434V464 | 2,305 | $360,540 | 0.16% |
| 133 | GENERAL ELECTRIC CO | 369604301 | 3,259 | $358,002 | 0.16% |
| 134 | THERMO FISHER SCIENTIFIC INC | TMO | 683 | $356,355 | 0.16% |
| 135 | ISHARES TR | 464287234 | 8,912 | $352,571 | 0.15% |
| 136 | DUKE ENERGY CORP NEW | DUKB | 3,922 | $351,995 | 0.15% |
| 137 | ISHARES TR | 464287473 | 3,118 | $342,504 | 0.15% |
| 138 | SHOPIFY INC | SHOP | 4,935 | $318,801 | 0.14% |
| 139 | SCHWAB STRATEGIC TR | 808524300 | 4,207 | $315,331 | 0.14% |
| 140 | SCHRODINGER INC | SDGR | 6,300 | $314,496 | 0.14% |
| 141 | SCHWAB STRATEGIC TR | 808524797 | 4,291 | $311,646 | 0.14% |
| 142 | CISCO SYS INC | CSCO | 5,910 | $305,784 | 0.13% |
| 143 | SCHWAB STRATEGIC TR | 808524409 | 4,426 | $296,916 | 0.13% |
| 144 | ISHARES SILVER TR | SLV | 13,886 | $290,079 | 0.13% |
| 145 | ACCENTURE PLC IRELAND | ACN | 934 | $288,214 | 0.13% |
| 146 | VENTAS INC | VTR | 5,993 | $283,285 | 0.12% |
| 147 | SCHLUMBERGER LTD | SLB | 5,703 | $280,154 | 0.12% |
| 148 | DIMENSIONAL ETF TRUST | 25434V807 | 8,443 | $277,353 | 0.12% |
| 149 | SELECT SECTOR SPDR TR | 81369Y803 | 1,573 | $273,482 | 0.12% |
| 150 | CVS HEALTH CORP | CVS | 3,716 | $256,887 | 0.11% |
| 151 | STARWOOD PPTY TR INC | STHO | 13,146 | $255,027 | 0.11% |
| 152 | SELECT SECTOR SPDR TR | 81369Y506 | 3,132 | $254,235 | 0.11% |
| 153 | CONSOLIDATED EDISON INC | ED | 2,757 | $249,239 | 0.11% |
| 154 | CADENCE DESIGN SYSTEM INC | CDNS | 1,050 | $246,246 | 0.11% |
| 155 | LOCKHEED MARTIN CORP | LMT | 534 | $245,884 | 0.11% |
| 156 | WASTE MGMT INC DEL | 94106L109 | 1,413 | $245,006 | 0.11% |
| 157 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $243,531 | 0.11% |
| 158 | GILEAD SCIENCES INC | GILD | 3,043 | $234,537 | 0.10% |
| 159 | UNITED RENTALS INC | URI | 521 | $232,038 | 0.10% |
| 160 | SALESFORCE INC | CRM | 1,081 | $228,372 | 0.10% |
| 161 | FLEXSHARES TR | FLEX | 3,885 | $224,514 | 0.10% |
| 162 | VANGUARD INDEX FDS | 922908553 | 2,653 | $221,707 | 0.10% |
| 163 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $219,658 | 0.10% |
| 164 | ISHARES TR | 464288281 | 2,527 | $218,678 | 0.10% |
| 165 | DANAHER CORPORATION | 235851102 | 911 | $218,640 | 0.10% |
| 166 | VANGUARD INDEX FDS | 922908611 | 1,315 | $217,507 | 0.09% |
| 167 | ISHARES TR | 464287671 | 2,198 | $214,585 | 0.09% |
| 168 | VANGUARD INDEX FDS | 922908751 | 1,075 | $213,804 | 0.09% |
| 169 | GENERAL MLS INC | 370334104 | 2,753 | $211,163 | 0.09% |
| 170 | DARDEN RESTAURANTS INC | DRI | 1,246 | $208,221 | 0.09% |
| 171 | ISHARES TR | 464287606 | 2,776 | $208,200 | 0.09% |
| 172 | 3M CO | MMM | 2,066 | $206,819 | 0.09% |
| 173 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $204,989 | 0.09% |
| 174 | IDEXX LABS INC | 45168D104 | 400 | $200,892 | 0.09% |
| 175 | SPDR SER TR | 78464A359 | 2,860 | $200,049 | 0.09% |
| 176 | SIRIUS XM HOLDINGS INC | SIRI | 42,164 | $191,002 | 0.08% |
| 177 | FORD MTR CO DEL | 345370860 | 12,490 | $188,971 | 0.08% |
| 178 | RUSH STREET INTERACTIVE INC | RSI | 60,000 | $187,200 | 0.08% |
| 179 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $147,600 | 0.06% |
| 180 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $94,770 | 0.04% |
| 181 | SOBR SAFE INC | SOBR | 29,636 | $50,381 | 0.02% |
| 182 | CANO HEALTH INC | 13781Y103 | 31,500 | $43,785 | 0.02% |
| 183 | OPKO HEALTH INC | OPK | 16,600 | $36,022 | 0.02% |
| 184 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $19,360 | 0.01% |
| 185 | NIKOLA CORP | NODK | 12,500 | $17,250 | 0.01% |
| 186 | QUINCE THERAPEUTICS INC | QNCX | 10,148 | $15,273 | 0.01% |
| 187 | VIRNETX HLDG CORP | VHC | 25,000 | $11,625 | 0.01% |
| 188 | FUSION FUEL GREEN PLC | HTOO | 29,946 | $8,684 | 0.00% |