13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002051491-25-000008
Total Value
$192.5M
Positions
172
Other Managers
0
Confidential Omitted
No
Holdings (172)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 170,995 | $22.2M | 11.54% |
| 2 | CACI INTL INC | 127190304 | 32,591 | $9.8M | 5.09% |
| 3 | ILLUMINA INC | ILMN | 47,614 | $9.6M | 5.00% |
| 4 | MICROSOFT CORP | MSFT | 32,614 | $7.8M | 4.06% |
| 5 | VANGUARD INDEX FDS | 922908363 | 20,040 | $7.0M | 3.66% |
| 6 | WISDOMTREE TR | WT | 120,482 | $6.1M | 3.15% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,790 | $4.6M | 2.37% |
| 8 | SPDR S&P 500 ETF TR | SPY | 11,331 | $4.3M | 2.25% |
| 9 | MASIMO CORP | MASI | 26,703 | $4.0M | 2.05% |
| 10 | ISHARES TR | 464287200 | 10,204 | $3.9M | 2.04% |
| 11 | APOLLO MED HLDGS INC | ASTH | 109,765 | $3.2M | 1.69% |
| 12 | INTERNATIONAL BUSINESS MACHS | INTR | 19,763 | $2.8M | 1.45% |
| 13 | AMAZON COM INC | AMZN | 30,518 | $2.6M | 1.33% |
| 14 | WALMART INC | WMT | 18,068 | $2.6M | 1.33% |
| 15 | PROCTER AND GAMBLE CO | 742718109 | 16,126 | $2.4M | 1.27% |
| 16 | BROADCOM INC | AVGO | 4,334 | $2.4M | 1.26% |
| 17 | KORN FERRY | KFY | 45,871 | $2.3M | 1.21% |
| 18 | JOHNSON & JOHNSON | JNJ | 13,127 | $2.3M | 1.20% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042742 | 26,673 | $2.3M | 1.19% |
| 20 | INVESCO QQQ TR | IVZ | 7,805 | $2.1M | 1.08% |
| 21 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.0M | 1.05% |
| 22 | HOME DEPOT INC | HD | 6,282 | $2.0M | 1.03% |
| 23 | ISHARES TR | 464287655 | 9,226 | $1.6M | 0.84% |
| 24 | DIMENSIONAL ETF TRUST | 25434V500 | 31,180 | $1.6M | 0.83% |
| 25 | DISNEY WALT CO | 254687106 | 18,061 | $1.6M | 0.82% |
| 26 | TESLA INC | TSLA | 12,700 | $1.6M | 0.81% |
| 27 | ORACLE CORP | ORCL-PD | 18,614 | $1.5M | 0.79% |
| 28 | EXXON MOBIL CORP | XOM | 13,574 | $1.5M | 0.78% |
| 29 | ISHARES TR | 464287465 | 21,558 | $1.4M | 0.74% |
| 30 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 67,000 | $1.4M | 0.72% |
| 31 | JPMORGAN CHASE & CO | VYLD | 9,143 | $1.2M | 0.64% |
| 32 | COSTCO WHSL CORP NEW | 22160K105 | 2,663 | $1.2M | 0.63% |
| 33 | VISA INC | V | 5,842 | $1.2M | 0.63% |
| 34 | VANGUARD INDEX FDS | 922908769 | 6,253 | $1.2M | 0.62% |
| 35 | SPDR SER TR | 78464A763 | 8,977 | $1.1M | 0.58% |
| 36 | ALPHABET INC | GOOG | 12,496 | $1.1M | 0.57% |
| 37 | CHEVRON CORP NEW | CVX | 6,013 | $1.1M | 0.56% |
| 38 | PFIZER INC | PFE | 20,506 | $1.1M | 0.55% |
| 39 | WELLS FARGO CO NEW | 949746101 | 24,702 | $1.0M | 0.53% |
| 40 | INTUITIVE SURGICAL INC | ISRG | 3,759 | $997,451 | 0.52% |
| 41 | VANGUARD SCOTTSDALE FDS | 92206C409 | 12,658 | $951,743 | 0.49% |
| 42 | QUALCOMM INC | QCOM | 8,466 | $930,751 | 0.48% |
| 43 | PEPSICO INC | PEP | 5,107 | $922,720 | 0.48% |
| 44 | SSGA ACTIVE ETF TR | 78467V848 | 22,918 | $917,642 | 0.48% |
| 45 | NETFLIX INC | NFLX | 3,090 | $911,179 | 0.47% |
| 46 | VANGUARD TAX-MANAGED FDS | 921943858 | 21,688 | $910,230 | 0.47% |
| 47 | GLOBAL NET LEASE INC | GNL-PE | 70,485 | $885,997 | 0.46% |
| 48 | COCA COLA CO | KO | 13,891 | $883,631 | 0.46% |
| 49 | HONEYWELL INTL INC | 438516106 | 4,050 | $868,015 | 0.45% |
| 50 | DIMENSIONAL ETF TRUST | 25434V880 | 38,980 | $841,968 | 0.44% |
| 51 | CONOCOPHILLIPS | COP | 7,033 | $829,894 | 0.43% |
| 52 | PHILLIPS 66 | PSX | 7,810 | $812,886 | 0.42% |
| 53 | S&P GLOBAL INC | SPGI | 2,358 | $789,789 | 0.41% |
| 54 | SEMPRA | SREA | 5,049 | $780,195 | 0.41% |
| 55 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,822 | $778,611 | 0.40% |
| 56 | PIMCO ETF TR | 72201R775 | 8,589 | $777,146 | 0.40% |
| 57 | ISHARES TR | 464287622 | 3,685 | $775,755 | 0.40% |
| 58 | VANGUARD INDEX FDS | 922908736 | 3,634 | $774,478 | 0.40% |
| 59 | ABBVIE INC | ABBV | 4,763 | $769,748 | 0.40% |
| 60 | ALPHABET INC | GOOG | 8,574 | $760,771 | 0.40% |
| 61 | ISHARES TR | 464289859 | 12,636 | $755,001 | 0.39% |
| 62 | ISHARES TR | 464287614 | 3,416 | $731,775 | 0.38% |
| 63 | AMGEN INC | AMGN | 2,753 | $723,068 | 0.38% |
| 64 | ACTIVISION BLIZZARD INC | 00507V109 | 9,251 | $708,164 | 0.37% |
| 65 | ISHARES TR | 464287739 | 8,359 | $703,765 | 0.37% |
| 66 | BANK AMERICA CORP | 060505104 | 20,927 | $693,102 | 0.36% |
| 67 | ISHARES TR | 464287804 | 7,233 | $684,576 | 0.36% |
| 68 | NVIDIA CORPORATION | NVDA | 4,674 | $683,068 | 0.35% |
| 69 | VANGUARD WORLD FD | 921910840 | 6,630 | $681,849 | 0.35% |
| 70 | MCDONALDS CORP | MCD | 2,529 | $666,583 | 0.35% |
| 71 | RADNET INC | RDNT | 35,000 | $659,050 | 0.34% |
| 72 | ISHARES TR | 464288273 | 11,500 | $649,516 | 0.34% |
| 73 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,234 | $642,915 | 0.33% |
| 74 | ISHARES TR | 464288851 | 6,812 | $632,527 | 0.33% |
| 75 | AT&T INC | T-PC | 34,005 | $626,034 | 0.33% |
| 76 | MERCK & CO INC | MRK | 5,498 | $609,969 | 0.32% |
| 77 | NEXTERA ENERGY INC | NEE-PW | 7,022 | $587,039 | 0.30% |
| 78 | SPDR GOLD TR | GLD | 3,456 | $586,276 | 0.30% |
| 79 | ISHARES TR | 464287309 | 9,977 | $583,683 | 0.30% |
| 80 | VANGUARD WORLD FDS | 92204A504 | 2,352 | $583,414 | 0.30% |
| 81 | ISHARES TR | 464289867 | 12,111 | $571,155 | 0.30% |
| 82 | ISHARES TR | 464287408 | 3,807 | $552,312 | 0.29% |
| 83 | ABBOTT LABS | ABLZF | 4,975 | $546,205 | 0.28% |
| 84 | VERIZON COMMUNICATIONS INC | VZ | 13,845 | $545,475 | 0.28% |
| 85 | VANGUARD INTL EQUITY INDEX F | 922042858 | 13,767 | $536,623 | 0.28% |
| 86 | ALTRIA GROUP INC | MO | 11,719 | $535,655 | 0.28% |
| 87 | ISHARES TR | 464287598 | 3,509 | $532,103 | 0.28% |
| 88 | VANGUARD INDEX FDS | 922908629 | 2,592 | $528,320 | 0.27% |
| 89 | ISHARES TR | 464287176 | 4,933 | $525,069 | 0.27% |
| 90 | BOEING CO | BA-PA | 2,740 | $521,926 | 0.27% |
| 91 | COMCAST CORP NEW | CCZ | 14,625 | $511,423 | 0.27% |
| 92 | IONIS PHARMACEUTICALS INC | IONS | 13,462 | $508,460 | 0.26% |
| 93 | SCHWAB STRATEGIC TR | 808524607 | 12,308 | $498,594 | 0.26% |
| 94 | NIKE INC | NKE | 4,105 | $480,376 | 0.25% |
| 95 | STARBUCKS CORP | SBUX | 4,810 | $477,151 | 0.25% |
| 96 | GENUINE PARTS CO | GPC | 2,747 | $476,632 | 0.25% |
| 97 | LOWES COS INC | 548661107 | 2,347 | $467,616 | 0.24% |
| 98 | AMERICAN EXPRESS CO | AXP | 3,087 | $456,141 | 0.24% |
| 99 | CATERPILLAR INC | CAT | 1,879 | $450,130 | 0.23% |
| 100 | ROBINHOOD MKTS INC | 770700102 | 54,166 | $440,911 | 0.23% |
| 101 | SCHWAB STRATEGIC TR | 808524102 | 9,779 | $438,209 | 0.23% |
| 102 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,724 | $437,443 | 0.23% |
| 103 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $436,574 | 0.23% |
| 104 | UNITEDHEALTH GROUP INC | UNH | 821 | $435,187 | 0.23% |
| 105 | VANGUARD WORLD FD | 921910816 | 2,523 | $434,133 | 0.23% |
| 106 | META PLATFORMS INC | META | 3,603 | $433,585 | 0.23% |
| 107 | ISHARES TR | 464287499 | 6,158 | $415,357 | 0.22% |
| 108 | ISHARES TR | 464287168 | 3,444 | $415,346 | 0.22% |
| 109 | MASTERCARD INCORPORATED | MA | 1,152 | $400,585 | 0.21% |
| 110 | VANGUARD WHITEHALL FDS | 921946406 | 3,681 | $398,321 | 0.21% |
| 111 | SCHWAB CHARLES CORP | SCHW-PJ | 4,765 | $396,750 | 0.21% |
| 112 | DEERE & CO | DE | 913 | $391,563 | 0.20% |
| 113 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $390,100 | 0.20% |
| 114 | ISHARES TR | 464287507 | 1,600 | $387,094 | 0.20% |
| 115 | EDISON INTL | 281020107 | 6,038 | $384,138 | 0.20% |
| 116 | DUKE ENERGY CORP NEW | DUKB | 3,707 | $381,795 | 0.20% |
| 117 | UNION PAC CORP | UNP | 1,843 | $381,527 | 0.20% |
| 118 | THERMO FISHER SCIENTIFIC INC | TMO | 689 | $379,425 | 0.20% |
| 119 | MESABI TR | MSB | 20,856 | $375,198 | 0.19% |
| 120 | BLACKSTONE INC | BX | 4,952 | $367,416 | 0.19% |
| 121 | INTEL CORP | INTC | 13,789 | $364,450 | 0.19% |
| 122 | VANGUARD INDEX FDS | 922908744 | 2,506 | $351,795 | 0.18% |
| 123 | WILLIAMS SONOMA INC | WSM | 2,979 | $342,354 | 0.18% |
| 124 | CSX CORP | CSX | 10,992 | $340,538 | 0.18% |
| 125 | ISHARES TR | 464287481 | 4,057 | $339,135 | 0.18% |
| 126 | PHILIP MORRIS INTL INC | 718172109 | 3,320 | $336,042 | 0.17% |
| 127 | SCHWAB STRATEGIC TR | 808524201 | 7,371 | $332,813 | 0.17% |
| 128 | SCHWAB STRATEGIC TR | 808524797 | 4,373 | $330,345 | 0.17% |
| 129 | ISHARES TR | 464287473 | 3,117 | $328,344 | 0.17% |
| 130 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,000 | $318,950 | 0.17% |
| 131 | CVS HEALTH CORP | CVS | 3,386 | $315,541 | 0.16% |
| 132 | PROSHARES TR | 74347X864 | 9,161 | $300,222 | 0.16% |
| 133 | ISHARES TR | 464287234 | 7,781 | $294,884 | 0.15% |
| 134 | SCHWAB STRATEGIC TR | 808524409 | 4,426 | $292,180 | 0.15% |
| 135 | GENERAL ELECTRIC CO | 369604301 | 3,475 | $291,209 | 0.15% |
| 136 | FRESHPET INC | FRPT | 5,500 | $290,235 | 0.15% |
| 137 | FAIR ISAAC CORP | FICO | 484 | $289,713 | 0.15% |
| 138 | ISHARES SILVER TR | SLV | 13,046 | $287,273 | 0.15% |
| 139 | SCHLUMBERGER LTD | SLB | 5,278 | $282,156 | 0.15% |
| 140 | GILEAD SCIENCES INC | GILD | 3,255 | $279,468 | 0.15% |
| 141 | SELECT SECTOR SPDR TR | 81369Y506 | 3,057 | $267,420 | 0.14% |
| 142 | VENTAS INC | VTR | 5,922 | $266,790 | 0.14% |
| 143 | GOLDMAN SACHS BDC INC | GSBD | 19,207 | $263,520 | 0.14% |
| 144 | CONSOLIDATED EDISON INC | ED | 2,757 | $262,777 | 0.14% |
| 145 | LILLY ELI & CO | LLY | 715 | $261,708 | 0.14% |
| 146 | SCHWAB STRATEGIC TR | 808524300 | 4,555 | $253,088 | 0.13% |
| 147 | 3M CO | MMM | 2,105 | $252,422 | 0.13% |
| 148 | DANAHER CORPORATION | 235851102 | 930 | $246,841 | 0.13% |
| 149 | SIRIUS XM HOLDINGS INC | SIRI | 42,164 | $246,236 | 0.13% |
| 150 | VANGUARD INDEX FDS | 922908553 | 2,944 | $242,845 | 0.13% |
| 151 | LOCKHEED MARTIN CORP | LMT | 492 | $239,120 | 0.12% |
| 152 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,000 | $237,650 | 0.12% |
| 153 | ACCENTURE PLC IRELAND | ACN | 885 | $236,153 | 0.12% |
| 154 | SHELL PLC | RYDAF | 4,125 | $234,919 | 0.12% |
| 155 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $231,934 | 0.12% |
| 156 | DIMENSIONAL ETF TRUST | 25434V807 | 7,443 | $226,267 | 0.12% |
| 157 | ISHARES TR | 464288281 | 2,652 | $224,294 | 0.12% |
| 158 | RUSH STREET INTERACTIVE INC | RSI | 61,000 | $218,990 | 0.11% |
| 159 | ADVANCED MICRO DEVICES INC | AMD | 3,380 | $218,923 | 0.11% |
| 160 | FORD MTR CO DEL | 345370860 | 18,295 | $212,767 | 0.11% |
| 161 | GENERAL MLS INC | 370334104 | 2,493 | $209,025 | 0.11% |
| 162 | VANGUARD INDEX FDS | 922908611 | 1,309 | $207,890 | 0.11% |
| 163 | FLEXSHARES TR | FLEX | 3,885 | $204,351 | 0.11% |
| 164 | SELECT SECTOR SPDR TR | 81369Y803 | 1,625 | $202,215 | 0.11% |
| 165 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $165,600 | 0.09% |
| 166 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $88,400 | 0.05% |
| 167 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $58,300 | 0.03% |
| 168 | VIRNETX HLDG CORP | VHC | 37,000 | $48,100 | 0.02% |
| 169 | FUSION FUEL GREEN PLC | HTOO | 29,946 | $27,550 | 0.01% |
| 170 | CANO HEALTH INC | 13781Y103 | 20,000 | $27,400 | 0.01% |
| 171 | OPKO HEALTH INC | OPK | 16,600 | $20,750 | 0.01% |
| 172 | QUINCE THERAPEUTICS INC | QNCX | 10,148 | $6,468 | 0.00% |