Westmount Partners, LLC New Holdings in Q1 2025

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
59.1K
New
$91.45 - $91.75 $5.4M - $5.42M
59.1K $5.42B
FNDX
Schwab Fundamental U S Large C

ETFs
79.8K
New
$23.03 - $25.01 $1.84M - $2M
79.8K $1.88B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
FNDF
Schwab Fundamental Intl Large

ETFs
37.4K
New
$32.9 - $37.45 $1.23M - $1.4M
37.4K $1.35B
IDEV
Ishares Core Msci Intl Develop

ETFs
16.2K
New
$63.77 - $71.36 $1.03M - $1.16M
16.2K $1.12B
FNDA
Schwab Fundamental U S Small C

ETFs
40.6K
New
$26.87 - $30.99 $1.09M - $1.26M
40.6K $1.11B
FNDE
Schwab Fundamental Emerging Mk

ETFs
26K
New
$28.11 - $32.0 $730K - $831K
26K $799M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27.5K
New
$25.81 - $28.52 $710K - $785K
27.5K $758M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.32K
New
$333.37 - $384.99 $441K - $509K
1.32K $443M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
20.1K
New
N/A
20.1K $437M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
21.8K
New
$16.57 - $18.85 $361K - $411K
21.8K $363M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.44K
New
$95.85 - $99.25 $330K - $342K
3.44K $341M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.9K
New
$78.97 - $85.82 $308K - $334K
3.9K $323M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.53K
New
$110.75 - $119.78 $280K - $303K
2.53K $292M
Blackrock Inc
303
New
N/A
303 $287M
BSX
Boston Scientific Corp

Healthcare
2.61K
New
$89.38 - $106.18 $233K - $277K
2.61K $263M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.84K
New
$50.39 - $50.66 $244K - $245K
4.84K $245M
CRWD
Crowd Strike Holdings, Inc.

Technology
683
New
$308.86 - $455.36 $211K - $311K
683 $241M
CVS
Cvs Health Corp

Healthcare
3.49K
New
$44.22 - $68.64 $154K - $240K
3.49K $237M
Bank Montreal Que
650
New
N/A
650 $234M
EMB
Ishares Tr

ETFs
2.53K
New
$88.64 - $92.03 $224K - $232K
2.53K $229M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.91K
New
$44.72 - $46.25 $219K - $227K
4.91K $226M
Neonc Technologies Hldgs Inc
16.9K
New
N/A
16.9K $226M
Lam Research Corp
3.1K
New
N/A
3.1K $225M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.82K
New
$77.91 - $92.26 $219K - $260K
2.82K $224M
DFIV
Dimensional ETF Tr

ETFs
5.48K
New
$35.33 - $40.77 $194K - $223K
5.48K $216M
CVNA
Carvana Co.

Consumer Cyclical
1.03K
New
$166.52 - $285.33 $171K - $292K
1.03K $214M
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
New
$112.81 - $126.16 $196K - $220K
1.74K $212M
SPOT
Spotify Technology S.A.

Communication Services
384
New
$457.79 - $648.32 $176K - $249K
384 $211M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.79K
New
$42.93 - $44.71 $206K - $214K
4.79K $210M
Grail Inc
8.03K
New
N/A
8.03K $205M
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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