Westmount Partners, LLC Sells in Q1 2025

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
-217
- 5.93%
$182.82 - $196.21 $39.7K - $42.6K
3.44K $648M
DRI
Darden Restaurants Inc

Consumer Cyclical
-311
- 18.47%
$180.02 - $208.56 $56K - $64.9K
1.37K $285M
AOR
Ishares Tr Core Growth Allocat

ETFs
-401
- 3.2%
$56.63 - $59.39 $22.7K - $23.8K
12.1K $698M
UNH
Unitedhealth Group Inc

Healthcare
-57
- 8.19%
$461.52 - $548.18 $26.3K - $31.2K
639 $334M
GPC
Genuine Parts CO

Consumer Cyclical
-154
- 5.47%
$115.91 - $129.02 $17.9K - $19.9K
2.66K $317M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-37
- 1.3%
$126.11 - $135.06 $4.67K - $5K
2.82K $363M
MFC
Manulife Financial Corp

Financial Services
-141
- 1.61%
$28.41 - $31.82 $4.01K - $4.49K
8.61K $268M
SYK
Stryker Corp

Healthcare
-29
- 3.29%
$355.18 - $399.9 $10.3K - $11.6K
853 $317M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-195
- 1.64%
$27.01 - $28.54 $5.27K - $5.57K
11.7K $327M
SBUX
Starbucks Corp

Consumer Cyclical
-274
- 6.24%
$91.75 - $115.81 $25.1K - $31.7K
4.12K $404M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-382
- 2.82%
$59.28 - $66.1 $22.6K - $25.3K
13.2K $838M
MA
Mastercard Inc

Financial Services
-16
- 1.42%
$504.67 - $576.31 $8.07K - $9.22K
1.11K $609M
VZ
Verizon Communications Inc

Communication Services
-138
- 2.12%
$37.81 - $46.49 $5.22K - $6.42K
6.38K $290M
KO
Coca Cola CO

Consumer Defensive
-1.47K
- 10.2%
$60.81 - $72.32 $89.1K - $106K
12.9K $923M
COP
Conocophillips

Energy
-58
- 0.81%
$88.6 - $105.85 $5.14K - $6.14K
7.07K $742M
GILD
Gilead Sciences, Inc.

Healthcare
-213
- 6.43%
$89.14 - $117.41 $19K - $25K
3.1K $347M
VEA
Vanguard Ftse Developed Market

ETFs
-94
- 0.41%
$47.4 - $52.99 $4.46K - $4.98K
23.1K $1.17B
XOM
Exxon Mobil Corp

Energy
-780
- 5.14%
$105.44 - $118.93 $82.2K - $92.8K
14.4K $1.71B
AMGN
Amgen Inc

Healthcare
-411
- 9.56%
$258.59 - $327.36 $106K - $135K
3.89K $1.21B
NFLX
Netflix Inc

Communication Services
-45
- 1.39%
$828.4 - $1058.6 $37.3K - $47.6K
3.18K $2.97B
T
At&T Inc.

Communication Services
-1.13K
- 4.98%
$21.56 - $28.28 $24.4K - $32K
21.6K $611M
ABBV
Abb Vie Inc.

Healthcare
-26
- 0.51%
$169.2 - $216.66 $4.4K - $5.63K
5.12K $1.07B
JNJ
Johnson & Johnson

Healthcare
-814
- 5.83%
$142.06 - $167.7 $116K - $137K
13.1K $2.18B
V
Visa Inc.

Financial Services
-28
- 0.42%
$306.92 - $362.71 $8.59K - $10.2K
6.58K $2.31B
PM
Philip Morris International Inc.

Consumer Defensive
-1.31K
- 11.03%
$117.15 - $158.79 $153K - $208K
10.6K $1.68B
IBM
International Business Machines Corp

Technology
-293
- 1.51%
$217.4 - $264.74 $63.7K - $77.6K
19.1K $4.75B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-313
- 1.8%
$442.66 - $534.52 $139K - $167K
17.1K $9.09B
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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