Westmount Partners, LLC Reduced Holdings in Q1 2025

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-405
- 0.25%
$209.68 - $247.1 $84.9K - $100K
164K $36.4B
CACI
Caci International Inc

Technology
-6.9K
- 23.57%
N/A
22.4K $8.22B
AVGO
Broadcom Inc.

Technology
-233
- 0.48%
$167.43 - $244.7 $39K - $57K
48.2K $8.07B
MSFT
Microsoft Corp

Technology
-1.27K
- 3.47%
$375.39 - $447.2 $475K - $566K
35.2K $13.2B
HD
Home Depot, Inc.

Consumer Cyclical
-1.18K
- 14.38%
$347.25 - $424.87 $410K - $502K
7.03K $2.58B
ORCL
Oracle Corp

Technology
-122
- 0.64%
$139.81 - $186.47 $17.1K - $22.7K
18.9K $2.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
-141
- 0.95%
$551.42 - $612.93 $77.8K - $86.4K
14.7K $8.2B
EIX
Edison International

Utilities
-3.5K
- 36.18%
$50.06 - $80.01 $175K - $280K
6.18K $364M
SCHW
Schwab Charles Corp

Financial Services
-5.04K
- 51.99%
$71.24 - $83.64 $359K - $421K
4.65K $364M
CVX
Chevron Corp

Energy
-3.03K
- 41.77%
$146.71 - $167.97 $444K - $508K
4.22K $706M
PEP
Pepsico Inc

Consumer Defensive
-1.95K
- 28.13%
$142.64 - $156.42 $278K - $305K
4.98K $746M
COST
Costco Wholesale Corp

Consumer Defensive
-427
- 11.0%
$890.62 - $1076.86 $380K - $460K
3.45K $3.27B
DIS
Walt Disney CO

Communication Services
-115
- 0.56%
$96.87 - $114.0 $11.1K - $13.1K
20.6K $2.03B
PG
Procter & Gamble CO

Consumer Defensive
-1.89K
- 10.08%
$158.56 - $176.26 $299K - $332K
16.8K $2.87B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-355
- 10.19%
$360.07 - $417.26 $128K - $148K
3.13K $1.13B
META
Meta Platforms, Inc.

Communication Services
-364
- 6.44%
$576.36 - $736.67 $210K - $268K
5.29K $3.05B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.39K
- 4.86%
$58.81 - $68.2 $81.6K - $94.7K
27.2K $1.62B
SRE
Sempra Energy

Utilities
-646
- 6.16%
$67.85 - $87.67 $43.8K - $56.6K
9.84K $702M
MCD
Mcdonalds Corp

Consumer Cyclical
-898
- 28.48%
$279.74 - $321.29 $251K - $289K
2.26K $705M
WMT
Walmart Inc.

Consumer Defensive
-753
- 1.35%
$84.5 - $105.05 $63.6K - $79.1K
55.1K $4.84B
BX
Blackstone Inc.

Financial Services
-67
- 1.22%
$136.53 - $186.74 $9.15K - $12.5K
5.43K $760M
LMT
Lockheed Martin Corp

Industrials
-279
- 18.06%
$423.19 - $506.29 $118K - $141K
1.27K $565M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-5K
- 12.47%
$9.68 - $16.7 $48.4K - $83.5K
35.1K $376M
VTI
Vanguard Total Stock Market Et

ETFs
-33
- 0.3%
$271.18 - $303.12 $8.95K - $10K
10.9K $2.99B
APO
Apollo Global Management, Inc.

Financial Services
-91
- 1.79%
$126.01 - $172.06 $11.5K - $15.7K
5K $685M
HON
Honeywell International Inc

Industrials
-415
- 8.76%
$202.75 - $226.52 $84.1K - $94K
4.32K $916M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-459
- 4.85%
$102.49 - $119.96 $47K - $55.1K
9.01K $942M
INTC
Intel Corp

Technology
-8.42K
- 41.35%
$19.1 - $27.39 $161K - $231K
11.9K $271M
IVW
Ishares S&P 500 Growth ETF

ETFs
-30
- 0.2%
$92.45 - $106.69 $2.77K - $3.2K
14.7K $1.37B
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-2.45K
- 2.71%
N/A
87.9K $2.73B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-3.23K
- 21.32%
$38.99 - $40.37 $126K - $131K
11.9K $481M
MRK
Merck & Co., Inc.

Healthcare
-684
- 12.82%
$83.01 - $101.02 $56.8K - $69.1K
4.65K $418M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.59K
- 10.99%
$77.7 - $78.94 $123K - $125K
12.9K $1.02B
CMCSA
Comcast Corp

Communication Services
-2.71K
- 15.04%
$33.19 - $38.23 $90K - $104K
15.3K $566M
SHEL
Shell PLC

Energy
-2.39K
- 35.67%
$62.84 - $73.29 $150K - $175K
4.32K $316M
JPM
Jpmorgan Chase & CO

Financial Services
-630
- 6.62%
$225.19 - $279.95 $142K - $176K
8.89K $2.18B
IONS
Ionis Pharmaceuticals Inc

Healthcare
-501
- 3.72%
$30.17 - $34.97 $15.1K - $17.5K
13K $391M
CSCO
Cisco Systems, Inc.

Technology
-1.42K
- 23.04%
$58.74 - $64.87 $83.5K - $92.2K
4.75K $293M
VIG
Vanguard Dividend Appreciation

ETFs
-310
- 6.88%
N/A
4.2K $814M
BA
Boeing CO

Industrials
-248
- 7.11%
$148.15 - $186.25 $36.7K - $46.2K
3.24K $552M
ETN
Eaton Corp PLC

Industrials
-15
- 1.52%
$271.83 - $371.23 $4.08K - $5.57K
970 $264M
CDNS
Cadence Design Systems Inc

Technology
-50
- 4.76%
$233.96 - $324.52 $11.7K - $16.2K
1K $254M
IWR
Ishares Russell Mid Cap ETF

ETFs
-452
- 7.34%
$82.81 - $92.93 $37.4K - $42K
5.71K $485M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-2
- 0.12%
$307.43 - $357.48 $615 - $715
1.65K $508M
SPC
Trust For Professional Mgr Cro

ETFs
-3.8K
- 4.57%
$20.65 - $20.99 $78.5K - $79.8K
79.3K $1.66B
BAC
Bank Of America Corp

Financial Services
-81
- 0.36%
$39.61 - $47.74 $3.21K - $3.87K
22.4K $933M
USFR
Wisdomtree Floating Rate Treas

ETFs
-920
- 2.1%
$50.29 - $50.5 $46.3K - $46.5K
42.9K $2.16B
DVY
Ishares Tr

ETFs
-354
- 13.04%
$128.58 - $138.1 $45.5K - $48.9K
2.36K $317M
GIS
General Mills Inc

Consumer Defensive
-230
- 4.45%
$57.56 - $65.3 $13.2K - $15K
4.93K $295M
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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