Westmount Partners, LLC Purchases and Sells in Q1 2025

Westmount Partners, LLC

$328 Billion
Q1 2025

Top Buys

Incresed Positions

87 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHX	73.9K + 235.61%	$21.75 - $24.28 $1.61M - $1.79M	105K $2.32B
VOO	4.17K + 15.54%	$507.05 - $563.67 $2.12M - $2.35M	31K $15.9B
SCHF	43.9K + 269.96%	$18.36 - $20.51 $805K - $900K	60.1K $1.19B
IEMG	14.8K + 242.67%	N/A	20.8K $1.12B
VXF	2.6K + 176.02%	$170.36 - $201.04 $443K - $522K	4.07K $702M
SCHA	16K + 56.03%	$23.16 - $27.04 $370K - $432K	44.5K $1.04B

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	59.1K New	$91.45 - $91.75 $5.4M - $5.42M	59.1K $5.42B
FNDX	79.8K New	$23.03 - $25.01 $1.84M - $2M	79.8K $1.88B
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6B
FNDF	37.4K New	$32.9 - $37.45 $1.23M - $1.4M	37.4K $1.35B
IDEV	16.2K New	$63.77 - $71.36 $1.03M - $1.16M	16.2K $1.12B
FNDA	40.6K New	$26.87 - $30.99 $1.09M - $1.26M	40.6K $1.11B

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-405 - 0.25%	$209.68 - $247.1 $84.9K - $100K	164K $36.4B
CACI	-6.9K - 23.57%	N/A	22.4K $8.22B
AVGO	-233 - 0.48%	$167.43 - $244.7 $39K - $57K	48.2K $8.07B
MSFT	-1.27K - 3.47%	$375.39 - $447.2 $475K - $566K	35.2K $13.2B
HD	-1.18K - 14.38%	$347.25 - $424.87 $410K - $502K	7.03K $2.58B
ORCL	-122 - 0.64%	$139.81 - $186.47 $17.1K - $22.7K	18.9K $2.64B

Activity Summary All Purchases 119 New Holdings 32 Increased Positions 87 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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