Westmount Partners, LLC Reduced Holdings in Q3 2025

Westmount Partners, LLC

  • $387 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CSX
Csx Corp

Industrials
-50
- 0.44%
$32.05 - $36.52 $1.6K - $1.83K
11.3K $397M
VEU
Vanguard Ftse All World Ex Us

ETFs
-161
- 2.06%
$66.38 - $71.68 $10.7K - $11.5K
7.66K $551M
AMD
Advanced Micro Devices Inc

Technology
-68
- 4.1%
$134.8 - $184.42 $9.17K - $12.5K
1.59K $261M
UNH
Unitedhealth Group Inc

Healthcare
-24
- 2.27%
$237.77 - $353.61 $5.71K - $8.49K
1.03K $360M
TQQQ
Proshares Ultrapro Qqq

ETFs
-548
- 13.47%
$80.89 - $104.72 $44.3K - $57.4K
3.52K $369M
TJX
Tjx Companies Inc

Consumer Cyclical
-35
- 1.97%
$121.35 - $144.54 $4.25K - $5.06K
1.74K $251M
COP
Conocophillips

Energy
-69
- 0.98%
$91.0 - $98.99 $6.28K - $6.83K
7K $668M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-130
- 1.06%
$62.09 - $66.51 $8.07K - $8.65K
12.1K $794M
LMT
Lockheed Martin Corp

Industrials
-16
- 1.26%
$410.74 - $499.21 $6.57K - $7.99K
1.26K $626M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-175
- 1.33%
$72.04 - $77.35 $12.6K - $13.5K
13K $999M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.04K
- 7.05%
$617.65 - $666.84 $644K - $696K
13.8K $9.19B
XOM
Exxon Mobil Corp

Energy
-64
- 0.46%
$105.83 - $117.22 $6.77K - $7.5K
13.9K $1.56B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-513
- 1.54%
$23.82 - $25.84 $12.2K - $13.3K
32.8K $846M
NEE
Nextera Energy Inc

Utilities
-51
- 0.77%
$69.77 - $77.54 $3.56K - $3.95K
6.54K $514M
LOW
Lowes Companies Inc

Consumer Cyclical
-6
- 0.25%
$215.01 - $273.02 $1.29K - $1.64K
2.39K $593M
IVE
Ishares S&P 500 Value ETF

ETFs
-47
- 0.73%
$194.44 - $206.51 $9.14K - $9.71K
6.41K $1.33B
Reddit Inc
-348
- 11.95%
N/A
2.56K $519M
INTC
Intel Corp

Technology
-2.15K
- 17.73%
$19.31 - $35.5 $41.6K - $76.4K
9.99K $359M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-10
- 1.32%
$404.94 - $499.99 $4.05K - $5K
747 $397M
MO
Altria Group, Inc.

Consumer Defensive
-48
- 0.39%
$57.75 - $67.68 $2.77K - $3.25K
12.2K $809M
HD
Home Depot, Inc.

Consumer Cyclical
-239
- 3.52%
$357.4 - $423.42 $85.4K - $101K
6.55K $2.6B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-203
- 1.19%
$459.11 - $506.91 $93.2K - $103K
16.9K $8.42B
SRE
Sempra Energy

Utilities
-4
- 0.04%
$74.14 - $89.98 $297 - $360
9.87K $881M
Neonc Technologies Hldgs Inc
-33K
- 45.11%
N/A
40.2K $397M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-5
- 0.16%
$420.11 - $472.68 $2.1K - $2.36K
3.12K $1.47B
CAT
Caterpillar Inc

Industrials
-1
- 0.05%
$390.92 - $477.15 $391 - $477
1.84K $883M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-394
- 4.69%
$546.99 - $602.2 $216K - $237K
8.01K $4.83B
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-2.31K
- 2.69%
N/A
83.7K $2.36B
IWM
Ishares Russell 2000 ETF

ETFs
-93
- 0.88%
$214.92 - $244.84 $20K - $22.8K
10.5K $2.54B
VTI
Vanguard Total Stock Market Et

ETFs
-181
- 0.92%
$303.93 - $329.86 $55K - $59.7K
19.6K $6.45B
TSLA
Tesla, Inc.

Consumer Cyclical
-216
- 5.01%
$293.94 - $444.72 $63.5K - $96.1K
4.09K $1.88B
IVV
Ishares Core S&P 500 ETF

ETFs
-47
- 0.4%
$620.67 - $670.08 $29.2K - $31.5K
11.6K $7.81B
CACI
Caci International Inc

Technology
-419
- 1.93%
N/A
21.3K $11B
MSFT
Microsoft Corp

Technology
-200
- 0.56%
$491.09 - $535.64 $98.2K - $107K
35.3K $18.4B
GOOG
Alphabet Inc.

Communication Services
-562
- 4.07%
$175.16 - $255.24 $98.4K - $143K
13.3K $3.25B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-519
- 2.12%
$567.77 - $614.76 $295K - $319K
24K $14.7B
NVDA
Nvidia Corp

Technology
-6.29K
- 8.45%
$153.3 - $186.58 $965K - $1.17M
68.2K $12.8B
HOOD
Robinhood Markets, Inc.

Technology
-300
- 1.04%
$91.27 - $143.18 $27.4K - $43K
28.6K $3.98B
GOOGL
Alphabet Inc.

Communication Services
-766
- 2.99%
$174.36 - $254.72 $134K - $195K
24.8K $6.08B
AAPL
Apple Inc.

Technology
-4.19K
- 2.56%
$202.38 - $256.87 $848K - $1.08M
160K $40.8B
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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