Westmount Partners, LLC Purchases in Q1 2025

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
59.1K
New
$91.45 - $91.75 $5.4M - $5.42M
59.1K $5.42B
FNDX
Schwab Fundamental U S Large C

ETFs
79.8K
New
$23.03 - $25.01 $1.84M - $2M
79.8K $1.88B
SCHX
Schwab Strategic Tr Us Large C

ETFs
73.9K
+ 235.61%
$21.75 - $24.28 $1.61M - $1.79M
105K $2.32B
BRK-A
Berkshire Hathaway Inc

Financial Services
2
New
$663000.0 - $801950.0 $1.33M - $1.6M
2 $1.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.17K
+ 15.54%
$507.05 - $563.67 $2.12M - $2.35M
31K $15.9B
FNDF
Schwab Fundamental Intl Large

ETFs
37.4K
New
$32.9 - $37.45 $1.23M - $1.4M
37.4K $1.35B
IDEV
Ishares Core Msci Intl Develop

ETFs
16.2K
New
$63.77 - $71.36 $1.03M - $1.16M
16.2K $1.12B
FNDA
Schwab Fundamental U S Small C

ETFs
40.6K
New
$26.87 - $30.99 $1.09M - $1.26M
40.6K $1.11B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
43.9K
+ 269.96%
$18.36 - $20.51 $805K - $900K
60.1K $1.19B
IEMG
Ishares Inc

ETFs
14.8K
+ 242.67%
N/A
20.8K $1.12B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27.5K
New
$25.81 - $28.52 $710K - $785K
27.5K $758M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.32K
New
$333.37 - $384.99 $441K - $509K
1.32K $443M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
20.1K
New
N/A
20.1K $437M
VXF
Vanguard Extended Market ETF

ETFs
2.6K
+ 176.02%
$170.36 - $201.04 $443K - $522K
4.07K $702M
PDN
Invesco Fd Tr

ETFs
11.3K
New
$31.2 - $34.9 $352K - $394K
11.3K $378M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
21.8K
New
$16.57 - $18.85 $361K - $411K
21.8K $363M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.44K
New
$95.85 - $99.25 $330K - $342K
3.44K $341M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.9K
New
$78.97 - $85.82 $308K - $334K
3.9K $323M
SCHA
Schwab Strategic Tr Us Small C

ETFs
16K
+ 56.03%
$23.16 - $27.04 $370K - $432K
44.5K $1.04B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.53K
New
$110.75 - $119.78 $280K - $303K
2.53K $292M
Blackrock Inc
303
New
N/A
303 $287M
VB
Vanguard Small Cap ETF

ETFs
1.42K
+ 95.93%
$217.89 - $252.64 $309K - $358K
2.89K $641M
HOOD
Robinhood Markets, Inc.

Technology
750
+ 1.37%
$35.63 - $65.28 $26.7K - $49K
55.4K $2.3B
BSX
Boston Scientific Corp

Healthcare
2.61K
New
$89.38 - $106.18 $233K - $277K
2.61K $263M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.84K
New
$50.39 - $50.66 $244K - $245K
4.84K $245M
CRWD
Crowd Strike Holdings, Inc.

Technology
683
New
$308.86 - $455.36 $211K - $311K
683 $241M
CVS
Cvs Health Corp

Healthcare
3.49K
New
$44.22 - $68.64 $154K - $240K
3.49K $237M
Bank Montreal Que
650
New
N/A
650 $234M
EMB
Ishares Tr

ETFs
2.53K
New
$88.64 - $92.03 $224K - $232K
2.53K $229M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.91K
New
$44.72 - $46.25 $219K - $227K
4.91K $226M
Neonc Technologies Hldgs Inc
16.9K
New
N/A
16.9K $226M
Lam Research Corp
3.1K
New
N/A
3.1K $225M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.82K
New
$77.91 - $92.26 $219K - $260K
2.82K $224M
DFIV
Dimensional ETF Tr

ETFs
5.48K
New
$35.33 - $40.77 $194K - $223K
5.48K $216M
CVNA
Carvana Co.

Consumer Cyclical
1.03K
New
$166.52 - $285.33 $171K - $292K
1.03K $214M
TJX
Tjx Companies Inc

Consumer Cyclical
1.74K
New
$112.81 - $126.16 $196K - $220K
1.74K $212M
SPOT
Spotify Technology S.A.

Communication Services
384
New
$457.79 - $648.32 $176K - $249K
384 $211M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.79K
New
$42.93 - $44.71 $206K - $214K
4.79K $210M
VT
Vanguard Total World Stk Index

ETFs
2.38K
+ 5.13%
$115.08 - $123.97 $274K - $296K
48.8K $5.66B
Grail Inc
8.03K
New
N/A
8.03K $205M
LLY
Eli Lilly & CO

Healthcare
75
+ 3.62%
$725.72 - $929.72 $54.4K - $69.7K
2.14K $1.77B
EFA
Ishares Tr Msci Eafe ETF

ETFs
186
+ 0.73%
$74.85 - $84.89 $13.9K - $15.8K
25.5K $2.08B
GLNG
Golar Lng LTD

Energy
5K
+ 70.83%
$31.34 - $43.84 $157K - $219K
12.1K $458M
MO
Altria Group, Inc.

Consumer Defensive
25
+ 0.13%
$50.81 - $60.02 $1.27K - $1.5K
19.1K $1.15B
TIP
Ishares Tr Tips Bd ETF

ETFs
1.14K
+ 35.03%
$106.22 - $111.09 $121K - $126K
4.38K $486M
GE
General Electric CO

Industrials
132
+ 4.05%
$168.59 - $212.13 $22.3K - $28K
3.39K $679M
AOA
Ishares Tr Core Aggressive All

ETFs
1.77K
+ 7.97%
$75.7 - $80.01 $134K - $142K
24K $1.84B
MSTR
Microstrategy Inc

Technology
458
+ 21.14%
$239.27 - $396.5 $110K - $182K
2.62K $756M
ABT
Abbott Laboratories

Healthcare
29
+ 0.58%
$111.1 - $140.22 $3.22K - $4.07K
5.06K $671M
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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