Westmount Partners, LLC Purchases in Q1 2025

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEO
Ishares Tr

ETFs
622
+ 8.17%
$86.02 - $99.13 $53.5K - $61.7K
8.24K $779M
GLD
Spdr Gold Trust

ETFs
50
+ 3.65%
$243.19 - $288.14 $12.2K - $14.4K
1.42K $409M
PSX
Phillips 66

Energy
2
+ 0.03%
$113.93 - $131.55 $228 - $263
7.94K $980M
SLV
I Shares Silver Trust

ETFs
462
+ 3.68%
$26.93 - $31.32 $12.4K - $14.5K
13K $403M
IEFA
Ishares Tr

ETFs
101
+ 0.86%
$69.57 - $78.65 $7.03K - $7.94K
11.8K $892M
WFC
Wells Fargo & Company

Financial Services
274
+ 0.87%
$66.78 - $81.42 $18.3K - $22.3K
31.6K $2.27B
DUK
Duke Energy Corp

Utilities
25
+ 0.63%
$105.87 - $121.97 $2.65K - $3.05K
3.98K $485M
IYR
Ishares Tr

ETFs
364
+ 4.66%
$89.49 - $98.98 $32.6K - $36K
8.18K $783M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8
+ 0.12%
$56.12 - $68.15 $449 - $545
6.78K $460M
SPGI
S&P Global Inc.

Financial Services
60
+ 2.5%
$478.26 - $543.77 $28.7K - $32.6K
2.46K $1.25B
VBR
Vanguard Small Cap Value ETF

ETFs
350
+ 32.53%
$183.02 - $207.75 $64.1K - $72.7K
1.43K $266M
VNQ
Vanguard Specialized Funds Van

ETFs
502
+ 21.57%
$85.55 - $94.34 $42.9K - $47.4K
2.83K $256M
Ge Vernova Inc
207
+ 31.08%
N/A
873 $267M
AXP
American Express CO

Financial Services
470
+ 16.48%
$255.39 - $325.87 $120K - $153K
3.32K $894M
BMY
Bristol Myers Squibb CO

Healthcare
9
+ 0.09%
$53.9 - $63.11 $485 - $568
10.4K $633M
DE
Deere & CO

Industrials
3
+ 0.32%
$408.57 - $509.27 $1.23K - $1.53K
943 $442M
WM
Waste Management Inc

Industrials
4
+ 0.28%
$200.54 - $233.78 $802 - $935
1.46K $337M
ICE
Intercontinental Exchange, Inc.

Financial Services
25
+ 1.74%
$142.8 - $176.36 $3.57K - $4.41K
1.46K $252M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
25
+ 0.28%
$128.74 - $138.67 $3.22K - $3.47K
8.98K $1.22B
MMM
3 M CO

Industrials
3
+ 0.18%
$129.7 - $155.12 $389 - $465
1.67K $246M
GS
Goldman Sachs Group Inc

Financial Services
74
+ 16.26%
$524.81 - $672.19 $38.8K - $49.7K
529 $289M
URI
United Rentals, Inc.

Industrials
100
+ 19.12%
$594.17 - $789.56 $59.4K - $79K
623 $391M
Fidelity Covington Trust
62
+ 0.72%
N/A
8.67K $258M
EEM
Ishares Msci Emerging Markets

ETFs
6
+ 0.05%
$40.81 - $45.34 $245 - $272
11K $480M
STWD
Starwood Property Trust, Inc.

Real Estate
388
+ 2.73%
$18.41 - $20.53 $7.14K - $7.97K
14.6K $289M
NEE
Nextera Energy Inc

Utilities
316
+ 5.09%
$66.96 - $76.16 $21.2K - $24.1K
6.53K $463M
UNP
Union Pacific Corp

Industrials
9
+ 0.48%
$225.21 - $254.42 $2.03K - $2.29K
1.88K $445M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.02%
$42.5 - $46.71 $128 - $140
12.9K $583M
BOND
Pimco Active Bond Exchange Tra

ETFs
51
+ 0.99%
$89.27 - $92.9 $4.55K - $4.74K
5.19K $480M
ALL
Allstate Corp

Financial Services
1
+ 0.1%
$180.99 - $210.18 $181 - $210
1.05K $218M
VTV
Vanguard Value ETF

ETFs
1
+ 0.03%
$167.73 - $179.21 $168 - $179
3.79K $654M
QCOM
Qualcomm Inc

Technology
42
+ 0.42%
$151.94 - $175.86 $6.38K - $7.39K
10.1K $1.55B
LOW
Lowes Companies Inc

Consumer Cyclical
160
+ 6.68%
$222.66 - $268.42 $35.6K - $42.9K
2.56K $596M
CLSD
Clearside Biomedical, Inc.

Healthcare
1.9K
+ 8.84%
$0.79 - $1.13 $1.5K - $2.15K
23.4K $21.5M
CRM
Salesforce, Inc.

Technology
262
+ 24.83%
$268.36 - $359.95 $70.3K - $94.3K
1.32K $353M
IVE
Ishares S&P 500 Value ETF

ETFs
14
+ 0.22%
$185.78 - $198.58 $2.6K - $2.78K
6.44K $1.23B
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
38
+ 1.0%
$189.39 - $204.09 $7.2K - $7.76K
3.85K $737M
CWB
Spdr Bloomberg Convertible Sec

ETFs
6
+ 0.21%
$75.99 - $81.58 $456 - $489
2.92K $224M
NOW
Service Now, Inc.

Technology
97
+ 31.29%
$783.83 - $1170.39 $76K - $114K
407 $324M
BOH
Bank Of Hawaii Corp

Financial Services
1
+ 0.03%
$65.97 - $75.81 $66 - $75.8
3.2K $221M
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 2.33%
$497.6 - $606.74 $8.46K - $10.3K
747 $372M
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.44%
$251.87 - $277.95 $2.01K - $2.22K
1.84K $475M
ACN
Accenture PLC

Technology
100
+ 10.05%
$300.91 - $398.25 $30.1K - $39.8K
1.1K $342M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$122.59 - $135.24 $123 - $135
3.26K $410M
DHR
Danaher Corp

Healthcare
44
+ 4.25%
$201.62 - $250.59 $8.87K - $11K
1.08K $221M
PFE
Pfizer Inc

Healthcare
7
+ 0.05%
$25.01 - $27.13 $175 - $190
14.9K $378M
VUG
Vanguard Growth ETF

ETFs
284
+ 8.62%
$369.1 - $427.61 $105K - $121K
3.58K $1.33B
PNC
Pnc Financial Services Group, Inc.

Financial Services
14
+ 0.85%
$168.84 - $202.89 $2.36K - $2.84K
1.66K $292M
CSX
Csx Corp

Industrials
50
+ 0.44%
$29.11 - $33.67 $1.46K - $1.68K
11.4K $336M
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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