Westmount Partners, LLC Reduced Holdings in Q2 2025

Westmount Partners, LLC

  • $364 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MASI
Masimo Corp

Healthcare
-125
- 0.48%
$144.4 - $171.97 $18.1K - $21.5K
25.9K $4.35B
TSLA
Tesla, Inc.

Consumer Cyclical
-885
- 17.04%
$221.86 - $362.89 $196K - $321K
4.31K $1.37B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-272
- 2.17%
$51.16 - $62.02 $13.9K - $16.9K
12.3K $760M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-128
- 9.67%
$299.15 - $396.54 $38.3K - $50.8K
1.2K $474M
IEFA
Ishares Tr

ETFs
-689
- 5.84%
$67.83 - $84.09 $46.7K - $57.9K
11.1K $927M
EEM
Ishares Msci Emerging Markets

ETFs
-297
- 2.71%
$38.52 - $48.28 $11.4K - $14.3K
10.7K $515M
GS
Goldman Sachs Group Inc

Financial Services
-71
- 13.42%
$462.22 - $707.75 $32.8K - $50.3K
458 $324M
CSX
Csx Corp

Industrials
-18
- 0.16%
$26.69 - $32.91 $480 - $592
11.4K $372M
VIG
Vanguard Dividend Appreciation

ETFs
-22
- 0.52%
N/A
4.17K $854M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-957
- 3.52%
$52.31 - $63.72 $50.1K - $61K
26.2K $1.67B
QCOM
Qualcomm Inc

Technology
-21
- 0.21%
$124.66 - $159.48 $2.62K - $3.35K
10.1K $1.6B
SCHW
Schwab Charles Corp

Financial Services
-19
- 0.41%
$69.06 - $91.24 $1.31K - $1.73K
4.63K $423M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-756
- 2.22%
$19.1 - $23.83 $14.4K - $18K
33.3K $794M
HON
Honeywell International Inc

Industrials
-59
- 1.36%
$182.86 - $232.88 $10.8K - $13.7K
4.27K $993M
AXP
American Express CO

Financial Services
-245
- 7.38%
$231.39 - $318.98 $56.7K - $78.2K
3.08K $981M
CVNA
Carvana Co.

Consumer Cyclical
-90
- 8.78%
$162.57 - $345.64 $14.6K - $31.1K
935 $315M
Reddit Inc
-200
- 6.43%
N/A
2.91K $438M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-20
- 0.15%
$57.14 - $72.68 $1.14K - $1.45K
13.2K $957M
VEA
Vanguard Ftse Developed Market

ETFs
-323
- 1.4%
$45.65 - $57.01 $14.7K - $18.4K
22.7K $1.3B
IWM
Ishares Russell 2000 ETF

ETFs
-175
- 1.63%
$174.82 - $215.79 $30.6K - $37.8K
10.6K $2.28B
Ge Vernova Inc
-104
- 11.91%
N/A
769 $407M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-124
- 1.53%
$60.61 - $87.72 $7.52K - $10.9K
7.98K $677M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-297
- 1.16%
$72.96 - $90.39 $21.7K - $26.8K
25.2K $2.25B
GE
General Electric CO

Industrials
-49
- 1.44%
$166.81 - $257.39 $8.17K - $12.6K
3.34K $861M
XLK
Technology Sector Spdr

ETFs
-18
- 0.4%
$179.73 - $253.23 $3.24K - $4.56K
4.5K $1.14B
WFC
Wells Fargo & Company

Financial Services
-551
- 1.74%
$60.98 - $80.12 $33.6K - $44.1K
31.1K $2.49B
DIS
Walt Disney CO

Communication Services
-1.61K
- 7.8%
$81.72 - $124.01 $131K - $199K
19K $2.35B
JPM
Jpmorgan Chase & CO

Financial Services
-8
- 0.09%
$210.28 - $289.91 $1.68K - $2.32K
8.88K $2.58B
HOOD
Robinhood Markets, Inc.

Technology
-26.5K
- 47.78%
$34.17 - $93.63 $904K - $2.48M
28.9K $2.71B
GOOGL
Alphabet Inc.

Communication Services
-150
- 0.58%
$144.7 - $178.6 $21.7K - $26.8K
25.6K $4.51B
IVV
Ishares Core S&P 500 ETF

ETFs
-53
- 0.45%
$498.8 - $620.9 $26.4K - $32.9K
11.7K $7.25B
NFLX
Netflix Inc

Communication Services
-211
- 6.63%
$855.86 - $1339.13 $181K - $283K
2.97K $3.98B
ORCL
Oracle Corp

Technology
-147
- 0.78%
$122.82 - $218.63 $18.1K - $32.1K
18.7K $4.09B
CACI
Caci International Inc

Technology
-655
- 2.93%
N/A
21.7K $10.4B
NVDA
Nvidia Corp

Technology
-8.94K
- 10.72%
$94.31 - $157.99 $843K - $1.41M
74.5K $11.8B
AVGO
Broadcom Inc.

Technology
-104
- 0.22%
$146.29 - $275.65 $15.2K - $28.7K
48.1K $13.3B
Activity Summary
Buys All Purchases 101 New Holdings 18 Increased Positions 83 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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