13F HOLDINGS REPORT
Westmount Partners, LLC
Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0002051491-25-000009
Total Value
$216.3M
Positions
184
Other Managers
0
Confidential Omitted
No
Holdings (184)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 176,304 | $29.1M | 13.44% |
| 2 | ILLUMINA INC | ILMN | 47,614 | $11.1M | 5.12% |
| 3 | MICROSOFT CORP | MSFT | 34,025 | $9.8M | 4.53% |
| 4 | CACI INTL INC | 127190304 | 32,591 | $9.7M | 4.46% |
| 5 | VANGUARD INDEX FDS | 922908363 | 20,934 | $7.9M | 3.64% |
| 6 | WISDOMTREE TR | WT | 102,953 | $5.2M | 2.39% |
| 7 | SPDR S&P 500 ETF TR | SPY | 11,949 | $4.9M | 2.26% |
| 8 | MASIMO CORP | MASI | 26,424 | $4.9M | 2.25% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,990 | $4.6M | 2.14% |
| 10 | ISHARES TR | 464287200 | 10,330 | $4.2M | 1.96% |
| 11 | APOLLO MED HLDGS INC | ASTH | 103,315 | $3.8M | 1.74% |
| 12 | AMAZON COM INC | AMZN | 30,134 | $3.1M | 1.44% |
| 13 | BROADCOM INC | AVGO | 4,364 | $2.8M | 1.29% |
| 14 | VANGUARD INTL EQUITY INDEX F | 922042742 | 29,629 | $2.7M | 1.26% |
| 15 | WALMART INC | WMT | 18,382 | $2.7M | 1.25% |
| 16 | TESLA INC | TSLA | 12,746 | $2.6M | 1.22% |
| 17 | PROCTER AND GAMBLE CO | 742718109 | 17,723 | $2.6M | 1.22% |
| 18 | INTERNATIONAL BUSINESS MACHS | INTR | 19,816 | $2.6M | 1.20% |
| 19 | INVESCO QQQ TR | IVZ | 7,878 | $2.5M | 1.17% |
| 20 | KORN FERRY | KFY | 43,873 | $2.3M | 1.05% |
| 21 | HOME DEPOT INC | HD | 7,157 | $2.1M | 0.98% |
| 22 | JOHNSON & JOHNSON | JNJ | 13,272 | $2.1M | 0.95% |
| 23 | DIMENSIONAL ETF TRUST | 25434V724 | 60,240 | $2.0M | 0.93% |
| 24 | DISNEY WALT CO | 254687106 | 18,475 | $1.8M | 0.86% |
| 25 | ORACLE CORP | ORCL-PD | 19,004 | $1.8M | 0.82% |
| 26 | ISHARES TR | 464287655 | 9,515 | $1.7M | 0.78% |
| 27 | DIMENSIONAL ETF TRUST | 25434V500 | 31,180 | $1.6M | 0.76% |
| 28 | ISHARES TR | 464287465 | 22,416 | $1.6M | 0.74% |
| 29 | EXXON MOBIL CORP | XOM | 13,801 | $1.5M | 0.70% |
| 30 | COSTCO WHSL CORP NEW | 22160K105 | 3,022 | $1.5M | 0.69% |
| 31 | TRUST FOR PROFESSIONAL MANAG | 89834G778 | 67,595 | $1.4M | 0.66% |
| 32 | JPMORGAN CHASE & CO | VYLD | 10,652 | $1.4M | 0.64% |
| 33 | VISA INC | V | 5,958 | $1.3M | 0.62% |
| 34 | NVIDIA CORPORATION | NVDA | 4,712 | $1.3M | 0.61% |
| 35 | VANGUARD INDEX FDS | 922908769 | 6,256 | $1.3M | 0.59% |
| 36 | ALPHABET INC | GOOG | 12,115 | $1.3M | 0.58% |
| 37 | CHEVRON CORP NEW | CVX | 7,644 | $1.2M | 0.58% |
| 38 | PEPSICO INC | PEP | 6,788 | $1.2M | 0.57% |
| 39 | SPDR SER TR | 78464A763 | 8,847 | $1.1M | 0.51% |
| 40 | QUALCOMM INC | QCOM | 8,561 | $1.1M | 0.50% |
| 41 | NETFLIX INC | NFLX | 3,078 | $1.1M | 0.49% |
| 42 | VANGUARD SCOTTSDALE FDS | 92206C409 | 12,724 | $969,935 | 0.45% |
| 43 | VANGUARD TAX-MANAGED FDS | 921943858 | 21,281 | $961,264 | 0.44% |
| 44 | INTUITIVE SURGICAL INC | ISRG | 3,759 | $960,312 | 0.44% |
| 45 | COCA COLA CO | KO | 15,359 | $952,743 | 0.44% |
| 46 | SSGA ACTIVE ETF TR | 78467V848 | 23,093 | $947,519 | 0.44% |
| 47 | GLOBAL NET LEASE INC | GNL-PE | 72,494 | $932,267 | 0.43% |
| 48 | ALPHABET INC | GOOG | 8,834 | $918,736 | 0.42% |
| 49 | DIMENSIONAL ETF TRUST | 25434V880 | 38,980 | $898,879 | 0.42% |
| 50 | MCDONALDS CORP | MCD | 3,179 | $888,958 | 0.41% |
| 51 | RADNET INC | RDNT | 35,000 | $876,050 | 0.40% |
| 52 | VANGUARD INDEX FDS | 922908736 | 3,479 | $867,900 | 0.40% |
| 53 | WELLS FARGO CO NEW | 949746101 | 22,638 | $846,218 | 0.39% |
| 54 | ISHARES TR | 464287614 | 3,416 | $834,571 | 0.39% |
| 55 | ISHARES TR | 464287622 | 3,694 | $832,043 | 0.38% |
| 56 | S&P GLOBAL INC | SPGI | 2,362 | $814,347 | 0.38% |
| 57 | ISHARES TR | 464289859 | 12,711 | $808,315 | 0.37% |
| 58 | PIMCO ETF TR | 72201R775 | 8,668 | $803,980 | 0.37% |
| 59 | PHILLIPS 66 | PSX | 7,812 | $791,960 | 0.37% |
| 60 | ACTIVISION BLIZZARD INC | 00507V109 | 9,251 | $791,793 | 0.37% |
| 61 | PFIZER INC | PFE | 19,256 | $785,658 | 0.36% |
| 62 | META PLATFORMS INC | META | 3,704 | $785,026 | 0.36% |
| 63 | HONEYWELL INTL INC | 438516106 | 4,064 | $776,753 | 0.36% |
| 64 | SEMPRA | SREA | 5,058 | $764,492 | 0.35% |
| 65 | ABBVIE INC | ABBV | 4,738 | $755,095 | 0.35% |
| 66 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,830 | $750,644 | 0.35% |
| 67 | AMGEN INC | AMGN | 2,979 | $720,216 | 0.33% |
| 68 | ISHARES TR | 464288273 | 12,006 | $714,473 | 0.33% |
| 69 | ISHARES TR | 464287739 | 8,258 | $701,125 | 0.32% |
| 70 | CONOCOPHILLIPS | COP | 7,054 | $699,827 | 0.32% |
| 71 | ISHARES TR | 464287804 | 7,232 | $699,293 | 0.32% |
| 72 | AT&T INC | T-PC | 35,810 | $689,349 | 0.32% |
| 73 | VANGUARD WORLD FD | 921910840 | 6,630 | $669,716 | 0.31% |
| 74 | ISHARES TR | 464289867 | 13,169 | $658,845 | 0.30% |
| 75 | EDISON INTL | 281020107 | 9,137 | $644,980 | 0.30% |
| 76 | ISHARES TR | 464287309 | 9,987 | $638,079 | 0.29% |
| 77 | COMCAST CORP NEW | CCZ | 16,728 | $634,159 | 0.29% |
| 78 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,113 | $633,517 | 0.29% |
| 79 | BOEING CO | BA-PA | 2,978 | $632,598 | 0.29% |
| 80 | MERCK & CO INC | MRK | 5,852 | $622,644 | 0.29% |
| 81 | CATERPILLAR INC | CAT | 2,636 | $603,254 | 0.28% |
| 82 | ISHARES TR | 464288851 | 6,874 | $589,891 | 0.27% |
| 83 | BANK AMERICA CORP | 060505104 | 20,616 | $589,618 | 0.27% |
| 84 | ISHARES TR | 464287408 | 3,823 | $580,217 | 0.27% |
| 85 | VANGUARD WORLD FDS | 92204A504 | 2,352 | $560,858 | 0.26% |
| 86 | VANGUARD INTL EQUITY INDEX F | 922042858 | 13,858 | $559,856 | 0.26% |
| 87 | ISHARES TR | 464287598 | 3,609 | $549,505 | 0.25% |
| 88 | VANGUARD INDEX FDS | 922908629 | 2,605 | $549,345 | 0.25% |
| 89 | ALTRIA GROUP INC | MO | 12,141 | $541,742 | 0.25% |
| 90 | NEXTERA ENERGY INC | NEE-PW | 6,945 | $535,321 | 0.25% |
| 91 | SCHWAB CHARLES CORP | SCHW-PJ | 10,191 | $533,822 | 0.25% |
| 92 | STARBUCKS CORP | SBUX | 5,100 | $531,028 | 0.25% |
| 93 | NIKE INC | NKE | 4,317 | $529,489 | 0.24% |
| 94 | MESABI TR | MSB | 20,856 | $526,404 | 0.24% |
| 95 | ROBINHOOD MKTS INC | 770700102 | 54,166 | $525,952 | 0.24% |
| 96 | VERIZON COMMUNICATIONS INC | VZ | 13,498 | $524,922 | 0.24% |
| 97 | ABBOTT LABS | ABLZF | 5,144 | $520,881 | 0.24% |
| 98 | SCHWAB STRATEGIC TR | 808524607 | 12,308 | $516,071 | 0.24% |
| 99 | VANGUARD WORLD FD | 921910816 | 2,523 | $515,979 | 0.24% |
| 100 | AMERICAN EXPRESS CO | AXP | 3,093 | $510,134 | 0.24% |
| 101 | PACWEST BANCORP DEL | 695263103 | 50,000 | $486,500 | 0.22% |
| 102 | IONIS PHARMACEUTICALS INC | IONS | 13,462 | $481,132 | 0.22% |
| 103 | ISHARES TR | 464287176 | 4,364 | $481,131 | 0.22% |
| 104 | REXFORD INDL RLTY INC | 76169C100 | 7,990 | $476,604 | 0.22% |
| 105 | GENUINE PARTS CO | GPC | 2,838 | $474,826 | 0.22% |
| 106 | LOWES COS INC | 548661107 | 2,350 | $469,930 | 0.22% |
| 107 | SCHWAB STRATEGIC TR | 808524102 | 9,804 | $469,143 | 0.22% |
| 108 | VANGUARD INTL EQUITY INDEX F | 922042775 | 8,574 | $458,475 | 0.21% |
| 109 | PHILIP MORRIS INTL INC | 718172109 | 4,613 | $448,618 | 0.21% |
| 110 | INTEL CORP | INTC | 13,483 | $440,494 | 0.20% |
| 111 | ISHARES TR | 464287499 | 6,158 | $430,567 | 0.20% |
| 112 | MASTERCARD INCORPORATED | MA | 1,135 | $412,470 | 0.19% |
| 113 | ISHARES TR | 464287168 | 3,444 | $403,568 | 0.19% |
| 114 | ISHARES TR | 464287507 | 1,603 | $401,052 | 0.19% |
| 115 | VANGUARD WHITEHALL FDS | 921946406 | 3,765 | $397,208 | 0.18% |
| 116 | DIMENSIONAL ETF TRUST | 25434V609 | 8,876 | $394,982 | 0.18% |
| 117 | THERMO FISHER SCIENTIFIC INC | TMO | 684 | $394,237 | 0.18% |
| 118 | UNITEDHEALTH GROUP INC | UNH | 833 | $393,704 | 0.18% |
| 119 | VANGUARD INDEX FDS | 922908744 | 2,822 | $389,685 | 0.18% |
| 120 | DEERE & CO | DE | 917 | $378,469 | 0.17% |
| 121 | DUKE ENERGY CORP NEW | DUKB | 3,918 | $377,956 | 0.17% |
| 122 | BLACKSTONE INC | BX | 4,293 | $377,107 | 0.17% |
| 123 | WILLIAMS SONOMA INC | WSM | 3,052 | $371,351 | 0.17% |
| 124 | ISHARES TR | 464287481 | 4,057 | $369,376 | 0.17% |
| 125 | UNION PAC CORP | UNP | 1,829 | $368,005 | 0.17% |
| 126 | FRESHPET INC | FRPT | 5,500 | $364,045 | 0.17% |
| 127 | PROSHARES TR | 74347X864 | 9,405 | $362,736 | 0.17% |
| 128 | SHELL PLC | RYDAF | 6,225 | $358,187 | 0.17% |
| 129 | SCHWAB STRATEGIC TR | 808524201 | 7,376 | $356,765 | 0.16% |
| 130 | CSX CORP | CSX | 11,642 | $348,550 | 0.16% |
| 131 | ISHARES TR | 464287234 | 8,811 | $347,666 | 0.16% |
| 132 | FAIR ISAAC CORP | FICO | 484 | $340,102 | 0.16% |
| 133 | ADVANCED MICRO DEVICES INC | AMD | 3,418 | $334,998 | 0.15% |
| 134 | GENERAL ELECTRIC CO | 369604301 | 3,476 | $332,283 | 0.15% |
| 135 | ISHARES TR | 464287473 | 3,118 | $331,098 | 0.15% |
| 136 | SCHWAB STRATEGIC TR | 808524797 | 4,498 | $329,064 | 0.15% |
| 137 | APOLLO GLOBAL MGMT INC | 03769M106 | 5,000 | $315,800 | 0.15% |
| 138 | ISHARES SILVER TR | SLV | 13,846 | $306,274 | 0.14% |
| 139 | SCHWAB STRATEGIC TR | 808524409 | 4,426 | $290,233 | 0.13% |
| 140 | CISCO SYS INC | CSCO | 5,458 | $285,317 | 0.13% |
| 141 | SCHWAB STRATEGIC TR | 808524300 | 4,305 | $280,581 | 0.13% |
| 142 | LILLY ELI & CO | LLY | 816 | $280,303 | 0.13% |
| 143 | SCHLUMBERGER LTD | SLB | 5,688 | $279,262 | 0.13% |
| 144 | CVS HEALTH CORP | CVS | 3,676 | $273,164 | 0.13% |
| 145 | DIMENSIONAL ETF TRUST | 25434V807 | 8,443 | $272,118 | 0.13% |
| 146 | ACCENTURE PLC IRELAND | ACN | 934 | $266,947 | 0.12% |
| 147 | CONSOLIDATED EDISON INC | ED | 2,757 | $263,769 | 0.12% |
| 148 | SELECT SECTOR SPDR TR | 81369Y803 | 1,735 | $262,002 | 0.12% |
| 149 | GILEAD SCIENCES INC | GILD | 3,138 | $260,364 | 0.12% |
| 150 | VANGUARD INDEX FDS | 922908553 | 3,116 | $258,763 | 0.12% |
| 151 | VENTAS INC | VTR | 5,956 | $258,176 | 0.12% |
| 152 | SELECT SECTOR SPDR TR | 81369Y506 | 3,064 | $253,809 | 0.12% |
| 153 | LOCKHEED MARTIN CORP | LMT | 535 | $252,856 | 0.12% |
| 154 | SHOPIFY INC | SHOP | 5,035 | $241,378 | 0.11% |
| 155 | SIXTH STREET SPECIALTY LENDI | TSLX | 13,030 | $238,449 | 0.11% |
| 156 | GENERAL MLS INC | 370334104 | 2,752 | $235,191 | 0.11% |
| 157 | DANAHER CORPORATION | 235851102 | 930 | $234,397 | 0.11% |
| 158 | ISHARES TR | 46434V464 | 1,571 | $232,366 | 0.11% |
| 159 | ISHARES TR | 464288281 | 2,667 | $230,089 | 0.11% |
| 160 | VANGUARD INDEX FDS | 922908751 | 1,199 | $227,305 | 0.11% |
| 161 | SALESFORCE INC | CRM | 1,132 | $226,151 | 0.10% |
| 162 | STARWOOD PPTY TR INC | STHO | 12,768 | $225,873 | 0.10% |
| 163 | KEMPER CORP | KMPB | 4,035 | $220,553 | 0.10% |
| 164 | FLEXSHARES TR | FLEX | 3,885 | $211,577 | 0.10% |
| 165 | CADENCE DESIGN SYSTEM INC | CDNS | 1,000 | $210,090 | 0.10% |
| 166 | VANGUARD INDEX FDS | 922908611 | 1,312 | $208,319 | 0.10% |
| 167 | FORD MTR CO DEL | 345370860 | 16,470 | $207,522 | 0.10% |
| 168 | UNITED RENTALS INC | URI | 521 | $206,191 | 0.10% |
| 169 | DIMENSIONAL ETF TRUST | 25434V401 | 4,561 | $202,645 | 0.09% |
| 170 | TEXAS INSTRS INC | 882508104 | 1,089 | $202,618 | 0.09% |
| 171 | GOLDMAN SACHS BDC INC | GSBD | 14,790 | $201,884 | 0.09% |
| 172 | ALNYLAM PHARMACEUTICALS INC | ALNY | 1,000 | $200,320 | 0.09% |
| 173 | IDEXX LABS INC | 45168D104 | 400 | $200,032 | 0.09% |
| 174 | RUSH STREET INTERACTIVE INC | RSI | 61,000 | $189,710 | 0.09% |
| 175 | SIRIUS XM HOLDINGS INC | SIRI | 42,164 | $167,390 | 0.08% |
| 176 | TENCENT MUSIC ENTMT GROUP | XHLD | 20,000 | $165,600 | 0.08% |
| 177 | WESTERN ASSET GBL HIGH INC F | 95766B109 | 13,000 | $90,480 | 0.04% |
| 178 | SOBR SAFE INC | SOBR | 29,636 | $65,792 | 0.03% |
| 179 | POSEIDA THERAPEUTICS INC | 73730P108 | 11,000 | $33,880 | 0.02% |
| 180 | VIRNETX HLDG CORP | VHC | 25,000 | $32,750 | 0.02% |
| 181 | OPKO HEALTH INC | OPK | 16,600 | $24,236 | 0.01% |
| 182 | CANO HEALTH INC | 13781Y103 | 20,000 | $18,200 | 0.01% |
| 183 | QUINCE THERAPEUTICS INC | QNCX | 10,148 | $15,831 | 0.01% |
| 184 | FUSION FUEL GREEN PLC | HTOO | 29,946 | $9,825 | 0.00% |