Westmount Partners, LLC Top Holdings and 13F Report (2025) About Westmount Partners, LLCInvestment ActivityWestmount Partners, LLC has $327.86 million in total holdings as of March 31, 2025.Westmount Partners, LLC owns shares of 239 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 9.21% of the portfolio was purchased this quarter.About 3.70% of the portfolio was sold this quarter.This quarter, Westmount Partners, LLC has purchased 218 new stocks and bought additional shares in 87 stocks.Westmount Partners, LLC sold shares of 78 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $36,426,728Vanguard S&P 500 ETF $15,946,592Microsoft $13,213,667Berkshire Hathaway $9,087,945NVIDIA $9,038,693 Largest New Holdings this Quarter 78468R663 - SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $5,421,518 Holding808524771 - Schwab Fundamental U.S. Large Company Index ETF $1,884,715 Holding084670108 - Berkshire Hathaway $1,596,883 Holding808524755 - Schwab Fundamental International Large Company Index ETF $1,353,326 Holding46435G326 - iShares Core MSCI International Developed Markets ETF $1,116,845 Holding Largest Purchases this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 59,103 shares (about $5.42M)Vanguard S&P 500 ETF 4,173 shares (about $2.14M)Schwab Fundamental U.S. Large Company Index ETF 79,827 shares (about $1.88M)Schwab US Large-Cap ETF 73,919 shares (about $1.63M)Berkshire Hathaway 2 shares (about $1.60M) Largest Sales this Quarter CACI International 6,903 shares (about $2.53M)Chevron 3,025 shares (about $506.10K)Microsoft 1,265 shares (about $474.87K)Home Depot 1,181 shares (about $432.83K)Costco Wholesale 427 shares (about $403.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWestmount Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$36,426,728$89,963 ▼-0.2%163,98811.1%Computer and TechnologyVOOVanguard S&P 500 ETF$15,946,592$2,144,542 ▲15.5%31,0304.9%ETFMSFTMicrosoft$13,213,667$474,866 ▼-3.5%35,2004.0%Computer and TechnologyBRK.BBerkshire Hathaway$9,087,945$166,698 ▼-1.8%17,0642.8%FinanceNVDANVIDIA$9,038,693$21,026 ▲0.2%83,3982.8%Computer and TechnologyCACICACI International$8,215,339$2,532,849 ▼-23.6%22,3902.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$8,201,025$78,872 ▼-1.0%14,6612.5%FinanceAVGOBroadcom$8,067,788$39,011 ▼-0.5%48,1862.5%Computer and TechnologyAMZNAmazon.com$7,341,030$73,631 ▲1.0%38,5842.2%Retail/WholesaleIVViShares Core S&P 500 ETF$6,592,341$128,678 ▲2.0%11,7322.0%ETFVTVanguard Total World Stock ETF$5,663,743$276,427 ▲5.1%48,8461.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$5,421,518$5,421,518 ▲New Holding59,1031.7%ETFWMTWalmart$4,835,188$66,106 ▼-1.3%55,0771.5%Retail/WholesaleIBMInternational Business Machines$4,754,880$72,857 ▼-1.5%19,1221.5%Computer and TechnologyMASIMasimo$4,330,1010.0%25,9911.3%MedicalGOOGLAlphabet$3,980,295$179,692 ▲4.7%25,7391.2%Computer and TechnologyQQQInvesco QQQ$3,894,674$30,010 ▲0.8%8,3061.2%FinanceILMNIllumina$3,777,2980.0%47,6091.2%MedicalCOSTCostco Wholesale$3,266,826$403,861 ▼-11.0%3,4541.0%Retail/WholesaleMETAMeta Platforms$3,047,313$209,802 ▼-6.4%5,2870.9%Computer and TechnologyVTIVanguard Total Stock Market ETF$2,989,994$9,070 ▼-0.3%10,8790.9%ETFNFLXNetflix$2,969,229$41,965 ▼-1.4%3,1840.9%Consumer DiscretionaryPGProcter & Gamble$2,867,536$321,418 ▼-10.1%16,8260.9%Consumer StaplesKFYKorn Ferry$2,825,5260.0%41,6560.9%Business ServicesAMEHApollo Medical$2,725,438$75,819 ▼-2.7%87,8890.8%MedicalORCLOracle$2,636,563$17,057 ▼-0.6%18,8580.8%Computer and TechnologyHDHome Depot$2,577,550$432,829 ▼-14.4%7,0330.8%Retail/WholesaleDFUVDimensional US Marketwide Value ETF$2,482,4900.0%60,2400.8%ETFSCHXSchwab US Large-Cap ETF$2,324,880$1,632,139 ▲235.6%105,2930.7%ETFVVisa$2,305,892$9,812 ▼-0.4%6,5800.7%Business ServicesHOODRobinhood Markets$2,304,957$31,215 ▲1.4%55,3810.7%FinanceWFCWells Fargo & Company$2,270,455$19,671 ▲0.9%31,6260.7%FinanceJPMJPMorgan Chase & Co.$2,180,991$154,541 ▼-6.6%8,8910.7%FinanceJNJJohnson & Johnson$2,179,602$134,992 ▼-5.8%13,1430.7%MedicalUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$2,159,982$46,304 ▼-2.1%42,9160.7%FinanceIWMiShares Russell 2000 ETF$2,144,833$77,399 ▲3.7%10,7520.7%FinanceGOOGAlphabet$2,120,576$117,332 ▲5.9%13,5730.6%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,084,516$15,202 ▲0.7%25,5050.6%FinanceDISWalt Disney$2,029,674$11,351 ▼-0.6%20,5640.6%Consumer DiscretionaryISRGIntuitive Surgical$1,902,332$24,763 ▲1.3%3,8410.6%MedicalFNDXSchwab Fundamental U.S. Large Company Index ETF$1,884,715$1,884,715 ▲New Holding79,8270.6%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,836,395$135,559 ▲8.0%24,0050.6%ETFLLYEli Lilly and Company$1,770,647$61,940 ▲3.6%2,1440.5%MedicalXOMExxon Mobil$1,711,956$92,763 ▼-5.1%14,3950.5%EnergyPMPhilip Morris International$1,675,706$207,777 ▼-11.0%10,5570.5%Consumer StaplesSPCCrossingBridge Pre-Merger SPAC ETF$1,661,859$79,648 ▼-4.6%79,2870.5%ETFDFASDimensional U.S. Small Cap ETF$1,622,511$82,933 ▼-4.9%27,1550.5%ETFBRK.ABerkshire Hathaway$1,596,883$1,596,883 ▲New Holding20.5%FinanceQCOMQUALCOMM$1,549,426$6,451 ▲0.4%10,0870.5%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,365,415$2,785 ▼-0.2%14,7090.4%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,353,326$1,353,326 ▲New Holding37,4470.4%ETFTSLATesla$1,345,781$277,553 ▲26.0%5,1930.4%Auto/Tires/TrucksVUGVanguard Growth ETF$1,326,960$105,326 ▲8.6%3,5780.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,300,013$3,172 ▲0.2%10,6550.4%ETFSPGIS&P Global$1,250,942$30,486 ▲2.5%2,4620.4%Business ServicesIVEiShares S&P 500 Value ETF$1,227,463$2,668 ▲0.2%6,4410.4%ETFSDYSPDR S&P Dividend ETF$1,218,173$3,392 ▲0.3%8,9780.4%ETFAMGNAmgen$1,211,903$128,044 ▼-9.6%3,8900.4%MedicalSCHFSchwab International Equity ETF$1,189,134$867,709 ▲270.0%60,1180.4%ETFVEAVanguard FTSE Developed Markets ETF$1,171,704$4,778 ▼-0.4%23,0510.4%ETFMOAltria Group$1,147,758$1,500 ▲0.1%19,1230.4%Consumer StaplesIWFiShares Russell 1000 Growth ETF$1,129,904$128,193 ▼-10.2%3,1290.3%ETFIWBiShares Russell 1000 ETF$1,126,8790.0%3,6740.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,124,629$796,437 ▲242.7%20,8380.3%ETFIDEViShares Core MSCI International Developed Markets ETF$1,116,845$1,116,845 ▲New Holding16,2120.3%ETFFNDASchwab Fundamental U.S. Small Company Index ETF$1,111,459$1,111,459 ▲New Holding40,5790.3%ETFABBVAbbVie$1,072,497$5,447 ▼-0.5%5,1190.3%MedicalSCHASchwab US Small-Cap ETF$1,042,001$374,177 ▲56.0%44,4730.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,015,651$125,358 ▼-11.0%12,8660.3%ETFFICOFair Isaac$1,005,067$18,442 ▲1.9%5450.3%Computer and TechnologyRDNTRadNet$994,4000.0%20,0000.3%MedicalWSMWilliams-Sonoma$989,646$2,846 ▲0.3%6,2600.3%Retail/WholesalePSXPhillips 66$979,870$247 ▲0.0%7,9350.3%EnergyDFAXDimensional World ex U.S. Core Equity 2 ETF$945,9510.0%36,1050.3%ETFIJRiShares Core S&P Small-Cap ETF$942,316$47,999 ▼-4.8%9,0110.3%ETFBACBank of America$933,234$3,380 ▼-0.4%22,3640.3%FinanceXLKTechnology Select Sector SPDR Fund$932,0510.0%4,5140.3%ETFKOCoca-Cola$923,436$104,920 ▼-10.2%12,8940.3%Consumer StaplesHONHoneywell International$915,621$87,878 ▼-8.8%4,3240.3%Multi-Sector ConglomeratesAXPAmerican Express$893,740$126,447 ▲16.5%3,3220.3%FinanceIEFAiShares Core MSCI EAFE ETF$892,114$7,640 ▲0.9%11,7930.3%ETFMGVVanguard Mega Cap Value ETF$854,1500.0%6,6300.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$837,540$24,269 ▼-2.8%13,1830.3%ETFVIGVanguard Dividend Appreciation ETF$813,828$60,140 ▼-6.9%4,1950.2%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$799,476$799,476 ▲New Holding25,9570.2%ETFIYRiShares U.S. Real Estate ETF$782,774$34,854 ▲4.7%8,1750.2%ETFIEOiShares U.S. Oil & Gas Exploration & Production ETF$779,239$58,828 ▲8.2%8,2390.2%ETFBXBlackstone$759,632$9,366 ▼-1.2%5,4340.2%FinanceSCHESchwab Emerging Markets Equity ETF$758,396$758,396 ▲New Holding27,5080.2%ETFMSTRStrategy$756,420$132,028 ▲21.1%2,6240.2%Computer and TechnologyPEPPepsiCo$746,417$292,089 ▼-28.1%4,9780.2%Consumer StaplesCOPConocoPhillips$742,071$6,091 ▼-0.8%7,0660.2%EnergyCRBNiShares MSCI ACWI Low Carbon Target ETF$736,850$7,265 ▲1.0%3,8540.2%ETFSCHBSchwab US Broad Market ETF$733,549$2,067 ▲0.3%34,0710.2%ETFIJHiShares Core S&P Mid-Cap ETF$731,325$7,586 ▲1.0%12,5330.2%ETFCVXChevron$705,529$506,100 ▼-41.8%4,2170.2%EnergyMCDMcDonald's$704,501$280,551 ▼-28.5%2,2550.2%Retail/WholesaleSRESempra$702,313$46,098 ▼-6.2%9,8420.2%UtilitiesVXFVanguard Extended Market ETF$701,787$447,531 ▲176.0%4,0740.2%ETFAORiShares Core 60/40 Balanced Allocation ETF$698,183$23,085 ▼-3.2%12,1280.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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