Westmount Partners, LLC Reduced Holdings in Q3 2025

Westmount Partners, LLC

  • $387 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.3K
- 31.14%
$91.44 - $91.77 $2.41M - $2.42M
58.2K $5.32B
META
Meta Platforms, Inc.

Communication Services
-598
- 10.88%
$695.21 - $791.73 $416K - $473K
4.9K $3.51B
NFLX
Netflix Inc

Communication Services
-3
- 0.1%
$1147.87 - $1297.18 $3.44K - $3.89K
2.97K $3.48B
PG
Procter & Gamble CO

Consumer Defensive
-1.94K
- 11.49%
$150.47 - $161.22 $291K - $312K
14.9K $2.28B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.99K
- 5.04%
$211.65 - $238.24 $422K - $475K
37.5K $8.28B
AXP
American Express CO

Financial Services
-996
- 32.37%
$294.27 - $342.31 $293K - $341K
2.08K $684M
COST
Costco Wholesale Corp

Consumer Defensive
-4
- 0.12%
$915.95 - $994.57 $3.66K - $3.98K
3.47K $3.18B
DIS
Walt Disney CO

Communication Services
-371
- 1.96%
$112.25 - $124.0 $41.6K - $46K
18.6K $2.1B
KFY
Korn Ferry

Industrials
-138
- 0.33%
$69.05 - $76.46 $9.53K - $10.6K
41.5K $2.89B
LLY
Eli Lilly & CO

Healthcare
-305
- 12.95%
$625.65 - $812.69 $191K - $248K
2.05K $1.69B
PFE
Pfizer Inc

Healthcare
-5.17K
- 36.92%
$23.29 - $25.88 $120K - $134K
8.83K $240M
BA
Boeing CO

Industrials
-532
- 15.61%
$209.79 - $237.38 $112K - $126K
2.88K $619M
GE
General Electric CO

Industrials
-774
- 23.15%
$244.75 - $305.63 $189K - $237K
2.57K $773M
CMCSA
Comcast Corp

Communication Services
-509
- 3.7%
$31.41 - $36.33 $16K - $18.5K
13.2K $410M
PM
Philip Morris International Inc.

Consumer Defensive
-18
- 0.5%
$157.77 - $183.27 $2.84K - $3.3K
3.62K $582M
NOW
Service Now, Inc.

Technology
-40
- 11.05%
$850.86 - $1044.69 $34K - $41.8K
322 $294M
PEP
Pepsico Inc

Consumer Defensive
-903
- 18.43%
$133.81 - $152.16 $121K - $137K
4K $572M
V
Visa Inc.

Financial Services
-30
- 0.45%
$332.09 - $358.86 $9.96K - $10.8K
6.59K $2.29B
PAYX
Paychex Inc

Industrials
-15
- 0.58%
$126.69 - $147.99 $1.9K - $2.22K
2.59K $321M
CRWD
Crowd Strike Holdings, Inc.

Technology
-98
- 14.35%
$412.46 - $514.1 $40.4K - $50.4K
585 $292M
Ge Vernova Inc
-184
- 23.93%
N/A
585 $355M
KO
Coca Cola CO

Consumer Defensive
-14
- 0.11%
$65.67 - $71.67 $919 - $1K
12.5K $833M
CRM
Salesforce, Inc.

Technology
-16
- 1.32%
$231.66 - $273.65 $3.71K - $4.38K
1.2K $283M
SBUX
Starbucks Corp

Consumer Cyclical
-183
- 4.38%
$81.9 - $96.86 $15K - $17.7K
3.99K $337M
T
At&T Inc.

Communication Services
-93
- 0.48%
$26.94 - $29.62 $2.51K - $2.75K
19.4K $535M
DVY
Ishares Tr

ETFs
-357
- 15.54%
$133.88 - $142.57 $47.8K - $50.9K
1.94K $276M
QDF
Flexshares Quality Dividend In

ETFs
-646
- 16.63%
$73.48 - $79.4 $47.5K - $51.3K
3.24K $258M
WFC
Wells Fargo & Company

Financial Services
-472
- 1.52%
$77.05 - $85.16 $36.4K - $40.2K
30.6K $2.47B
WM
Waste Management Inc

Industrials
-1
- 0.07%
$213.88 - $237.1 $214 - $237
1.46K $321M
VZ
Verizon Communications Inc

Communication Services
-116
- 1.78%
$40.84 - $45.06 $4.74K - $5.23K
6.38K $280M
SHEL
Shell PLC

Energy
-107
- 2.48%
$69.82 - $73.93 $7.47K - $7.91K
4.21K $305M
AMGN
Amgen Inc

Healthcare
-250
- 6.38%
$271.18 - $309.22 $67.8K - $77.3K
3.67K $1.1B
IEFA
Ishares Tr

ETFs
-536
- 4.83%
$81.7 - $87.53 $43.8K - $46.9K
10.6K $929M
IYR
Ishares Tr

ETFs
-165
- 2.07%
$94.16 - $98.46 $15.5K - $16.2K
7.81K $758M
IXUS
Ishares Tr

ETFs
-361
- 6.32%
$76.35 - $82.58 $27.6K - $29.8K
5.35K $445M
SPC
Trust For Professional Mgr Cro

ETFs
-645
- 0.83%
$20.41 - $21.69 $13.2K - $14K
76.8K $1.66B
PFG
Principal Financial Group Inc

Financial Services
-25
- 0.94%
$75.53 - $82.95 $1.89K - $2.07K
2.65K $220M
MA
Mastercard Inc

Financial Services
-15
- 1.09%
$550.18 - $598.96 $8.25K - $8.98K
1.36K $782M
NKE
Nike, Inc.

Consumer Cyclical
-101
- 1.96%
$69.24 - $79.24 $6.99K - $8K
5.06K $376M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-52
- 3.13%
$185.88 - $207.44 $9.67K - $10.8K
1.61K $320M
EIX
Edison International

Utilities
-330
- 5.34%
$50.42 - $56.35 $16.6K - $18.6K
5.85K $329M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-188
- 2.09%
$136.48 - $142.97 $25.7K - $26.9K
8.82K $1.23B
MCD
Mcdonalds Corp

Consumer Cyclical
-12
- 0.55%
$291.67 - $316.99 $3.5K - $3.8K
2.16K $649M
VO
Vanguard Mid Cap ETF

ETFs
-35
- 1.91%
$279.83 - $293.74 $9.79K - $10.3K
1.8K $528M
VTV
Vanguard Value ETF

ETFs
-125
- 3.3%
$175.51 - $186.57 $21.9K - $23.3K
3.66K $684M
DUK
Duke Energy Corp

Utilities
-23
- 0.57%
$116.31 - $125.93 $2.68K - $2.9K
4.03K $494M
CVNA
Carvana Co.

Consumer Cyclical
-85
- 9.09%
$326.09 - $392.66 $27.7K - $33.4K
850 $336M
CVX
Chevron Corp

Energy
-144
- 3.78%
$145.57 - $161.83 $21K - $23.3K
3.67K $567M
IEMG
Ishares Inc

ETFs
-192
- 3.37%
N/A
5.51K $366M
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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