Westmount Partners, LLC Incresed Positions in Q1 2025

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
73.9K
+ 235.61%
$21.75 - $24.28 $1.61M - $1.79M
105K $2.32B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.17K
+ 15.54%
$507.05 - $563.67 $2.12M - $2.35M
31K $15.9B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
43.9K
+ 269.96%
$18.36 - $20.51 $805K - $900K
60.1K $1.19B
IEMG
Ishares Inc

ETFs
14.8K
+ 242.67%
N/A
20.8K $1.12B
VXF
Vanguard Extended Market ETF

ETFs
2.6K
+ 176.02%
$170.36 - $201.04 $443K - $522K
4.07K $702M
SCHA
Schwab Strategic Tr Us Small C

ETFs
16K
+ 56.03%
$23.16 - $27.04 $370K - $432K
44.5K $1.04B
VB
Vanguard Small Cap ETF

ETFs
1.42K
+ 95.93%
$217.89 - $252.64 $309K - $358K
2.89K $641M
HOOD
Robinhood Markets, Inc.

Technology
750
+ 1.37%
$35.63 - $65.28 $26.7K - $49K
55.4K $2.3B
VT
Vanguard Total World Stk Index

ETFs
2.38K
+ 5.13%
$115.08 - $123.97 $274K - $296K
48.8K $5.66B
LLY
Eli Lilly & CO

Healthcare
75
+ 3.62%
$725.72 - $929.72 $54.4K - $69.7K
2.14K $1.77B
GLNG
Golar Lng LTD

Energy
5K
+ 70.83%
$31.34 - $43.84 $157K - $219K
12.1K $458M
MO
Altria Group, Inc.

Consumer Defensive
25
+ 0.13%
$50.81 - $60.02 $1.27K - $1.5K
19.1K $1.15B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.14K
+ 35.03%
$106.22 - $111.09 $121K - $126K
4.38K $486M
GE
General Electric CO

Industrials
132
+ 4.05%
$168.59 - $212.13 $22.3K - $28K
3.39K $679M
AOA
Ishares Tr Core Aggressive All

ETFs
1.77K
+ 7.97%
$75.7 - $80.01 $134K - $142K
24K $1.84B
MSTR
Microstrategy Inc

Technology
458
+ 21.14%
$239.27 - $396.5 $110K - $182K
2.62K $756M
ABT
Abbott Laboratories

Healthcare
29
+ 0.58%
$111.1 - $140.22 $3.22K - $4.07K
5.06K $671M
IEO
Ishares Tr

ETFs
622
+ 8.17%
$86.02 - $99.13 $53.5K - $61.7K
8.24K $779M
GLD
Spdr Gold Trust

ETFs
50
+ 3.65%
$243.19 - $288.14 $12.2K - $14.4K
1.42K $409M
PSX
Phillips 66

Energy
2
+ 0.03%
$113.93 - $131.55 $228 - $263
7.94K $980M
SLV
I Shares Silver Trust

ETFs
462
+ 3.68%
$26.93 - $31.32 $12.4K - $14.5K
13K $403M
IEFA
Ishares Tr

ETFs
101
+ 0.86%
$69.57 - $78.65 $7.03K - $7.94K
11.8K $892M
WFC
Wells Fargo & Company

Financial Services
274
+ 0.87%
$66.78 - $81.42 $18.3K - $22.3K
31.6K $2.27B
DUK
Duke Energy Corp

Utilities
25
+ 0.63%
$105.87 - $121.97 $2.65K - $3.05K
3.98K $485M
IYR
Ishares Tr

ETFs
364
+ 4.66%
$89.49 - $98.98 $32.6K - $36K
8.18K $783M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
+ 0.12%
$56.12 - $68.15 $449 - $545
6.78K $460M
SPGI
S&P Global Inc.

Financial Services
60
+ 2.5%
$478.26 - $543.77 $28.7K - $32.6K
2.46K $1.25B
XLE
Energy Sector Spdr

ETFs
321
+ 11.0%
$85.7 - $93.96 $27.5K - $30.2K
3.24K $303M
VBR
Vanguard Small Cap Value ETF

ETFs
350
+ 32.53%
$183.02 - $207.75 $64.1K - $72.7K
1.43K $266M
VNQ
Vanguard Specialized Funds Van

ETFs
502
+ 21.57%
$85.55 - $94.34 $42.9K - $47.4K
2.83K $256M
Ge Vernova Inc
207
+ 31.08%
N/A
873 $267M
AXP
American Express CO

Financial Services
470
+ 16.48%
$255.39 - $325.87 $120K - $153K
3.32K $894M
BMY
Bristol Myers Squibb CO

Healthcare
9
+ 0.09%
$53.9 - $63.11 $485 - $568
10.4K $633M
DE
Deere & CO

Industrials
3
+ 0.32%
$408.57 - $509.27 $1.23K - $1.53K
943 $442M
WM
Waste Management Inc

Industrials
4
+ 0.28%
$200.54 - $233.78 $802 - $935
1.46K $337M
ICE
Intercontinental Exchange, Inc.

Financial Services
25
+ 1.74%
$142.8 - $176.36 $3.57K - $4.41K
1.46K $252M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
25
+ 0.28%
$128.74 - $138.67 $3.22K - $3.47K
8.98K $1.22B
MMM
3 M CO

Industrials
3
+ 0.18%
$129.7 - $155.12 $389 - $465
1.67K $246M
GS
Goldman Sachs Group Inc

Financial Services
74
+ 16.26%
$524.81 - $672.19 $38.8K - $49.7K
529 $289M
URI
United Rentals, Inc.

Industrials
100
+ 19.12%
$594.17 - $789.56 $59.4K - $79K
623 $391M
Fidelity Covington Trust
62
+ 0.72%
N/A
8.67K $258M
EEM
Ishares Msci Emerging Markets

ETFs
6
+ 0.05%
$40.81 - $45.34 $245 - $272
11K $480M
STWD
Starwood Property Trust, Inc.

Real Estate
388
+ 2.73%
$18.41 - $20.53 $7.14K - $7.97K
14.6K $289M
NEE
Nextera Energy Inc

Utilities
316
+ 5.09%
$66.96 - $76.16 $21.2K - $24.1K
6.53K $463M
UNP
Union Pacific Corp

Industrials
9
+ 0.48%
$225.21 - $254.42 $2.03K - $2.29K
1.88K $445M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.02%
$42.5 - $46.71 $128 - $140
12.9K $583M
BOND
Pimco Active Bond Exchange Tra

ETFs
51
+ 0.99%
$89.27 - $92.9 $4.55K - $4.74K
5.19K $480M
ALL
Allstate Corp

Financial Services
1
+ 0.1%
$180.99 - $210.18 $181 - $210
1.05K $218M
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$167.73 - $179.21 $168 - $179
3.79K $654M
Activity Summary
Buys All Purchases 119 New Holdings 32 Increased Positions 87 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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