Westmount Partners, LLC Incresed Positions in Q1 2025

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
42
+ 0.42%
$151.94 - $175.86 $6.38K - $7.39K
10.1K $1.55B
LOW
Lowes Companies Inc

Consumer Cyclical
160
+ 6.68%
$222.66 - $268.42 $35.6K - $42.9K
2.56K $596M
CLSD
Clearside Biomedical, Inc.

Healthcare
1.9K
+ 8.84%
$0.79 - $1.13 $1.5K - $2.15K
23.4K $21.5M
CRM
Salesforce, Inc.

Technology
262
+ 24.83%
$268.36 - $359.95 $70.3K - $94.3K
1.32K $353M
IVE
Ishares S&P 500 Value ETF

ETFs
14
+ 0.22%
$185.78 - $198.58 $2.6K - $2.78K
6.44K $1.23B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
38
+ 1.0%
$189.39 - $204.09 $7.2K - $7.76K
3.85K $737M
CWB
Spdr Bloomberg Convertible Sec

ETFs
6
+ 0.21%
$75.99 - $81.58 $456 - $489
2.92K $224M
NOW
Service Now, Inc.

Technology
97
+ 31.29%
$783.83 - $1170.39 $76K - $114K
407 $324M
BOH
Bank Of Hawaii Corp

Financial Services
1
+ 0.03%
$65.97 - $75.81 $66 - $75.8
3.2K $221M
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 2.33%
$497.6 - $606.74 $8.46K - $10.3K
747 $372M
ACN
Accenture PLC

Technology
100
+ 10.05%
$300.91 - $398.25 $30.1K - $39.8K
1.1K $342M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$122.59 - $135.24 $123 - $135
3.26K $410M
DHR
Danaher Corp

Healthcare
44
+ 4.25%
$201.62 - $250.59 $8.87K - $11K
1.08K $221M
PFE
Pfizer Inc

Healthcare
7
+ 0.05%
$25.01 - $27.13 $175 - $190
14.9K $378M
VUG
Vanguard Growth ETF

ETFs
284
+ 8.62%
$369.1 - $427.61 $105K - $121K
3.58K $1.33B
PNC
Pnc Financial Services Group, Inc.

Financial Services
14
+ 0.85%
$168.84 - $202.89 $2.36K - $2.84K
1.66K $292M
CSX
Csx Corp

Industrials
50
+ 0.44%
$29.11 - $33.67 $1.46K - $1.68K
11.4K $336M
NKE
Nike, Inc.

Consumer Cyclical
379
+ 8.17%
$63.29 - $81.72 $24K - $31K
5.02K $319M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.07%
$126.86 - $146.45 $254 - $293
2.69K $341M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
96
+ 0.28%
$21.23 - $23.75 $2.04K - $2.28K
34.1K $734M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
130
+ 1.05%
$57.21 - $65.8 $7.44K - $8.55K
12.5K $731M
SCHG
Schwab Strategic Tr Us Large C

ETFs
28
+ 0.14%
$24.91 - $29.02 $697 - $813
20.1K $504M
FICO
Fair Isaac Corp

Technology
10
+ 1.87%
$1695.35 - $2030.47 $17K - $20.3K
545 $1.01B
Reddit Inc
722
+ 30.21%
N/A
3.11K $326M
ITOT
Ishares Core S&P Total U.S. St

ETFs
26
+ 0.24%
$120.29 - $134.6 $3.13K - $3.5K
10.7K $1.3B
ISRG
Intuitive Surgical Inc

Healthcare
50
+ 1.32%
$476.63 - $610.45 $23.8K - $30.5K
3.84K $1.9B
COIN
Coinbase Global, Inc.

Technology
10
+ 0.7%
$172.23 - $301.3 $1.72K - $3.01K
1.45K $249M
IWM
Ishares Russell 2000 ETF

ETFs
388
+ 3.74%
$198.1 - $229.79 $76.9K - $89.2K
10.8K $2.14B
WSM
Williams Sonoma Inc

Consumer Cyclical
18
+ 0.29%
$158.1 - $217.71 $2.85K - $3.92K
6.26K $990M
IVV
Ishares Core S&P 500 ETF

ETFs
229
+ 1.99%
$554.06 - $615.85 $127K - $141K
11.7K $6.59B
QQQ
Invesco Qqq Trust, Series 1

ETFs
64
+ 0.78%
$468.34 - $539.52 $30K - $34.5K
8.31K $3.89B
TSLA
Tesla, Inc.

Consumer Cyclical
1.07K
+ 25.98%
$222.15 - $428.22 $238K - $459K
5.19K $1.35B
GOOG
Alphabet Inc.

Communication Services
751
+ 5.86%
$156.06 - $207.71 $117K - $156K
13.6K $2.12B
GOOGL
Alphabet Inc.

Communication Services
1.16K
+ 4.73%
$154.33 - $206.19 $179K - $240K
25.7K $3.98B
AMZN
Amazon Com Inc

Consumer Cyclical
387
+ 1.01%
$190.26 - $242.06 $73.6K - $93.7K
38.6K $7.34B
NVDA
Nvidia Corp

Technology
194
+ 0.23%
$106.98 - $149.43 $20.8K - $29K
83.4K $9.04B
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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