Westmount Partners, LLC Incresed Positions in Q2 2025

Westmount Partners, LLC

  • $364 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
339
+ 0.96%
$354.56 - $497.45 $120K - $169K
35.5K $17.7B
VTI
Vanguard Total Stock Market Et

ETFs
8.88K
+ 81.64%
$243.75 - $303.93 $2.16M - $2.7M
19.8K $6.01B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
25.4K
+ 43.03%
$91.43 - $91.74 $2.33M - $2.33M
84.5K $7.75B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
17K
+ 188.1%
$90.56 - $109.49 $1.53M - $1.86M
26K $2.84B
SCHG
Schwab Strategic Tr Us Large C

ETFs
44.5K
+ 220.94%
$22.27 - $29.21 $991K - $1.3M
64.7K $1.89B
AMZN
Amazon Com Inc

Consumer Cyclical
919
+ 2.38%
$167.32 - $223.3 $154K - $205K
39.5K $8.67B
VT
Vanguard Total World Stk Index

ETFs
3.15K
+ 6.45%
$103.16 - $128.52 $325K - $405K
52K $6.68B
META
Meta Platforms, Inc.

Communication Services
209
+ 3.95%
$484.66 - $738.09 $101K - $154K
5.5K $4.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
133
+ 0.91%
$496.48 - $617.85 $66K - $82.2K
14.8K $9.14B
IBM
International Business Machines Corp

Technology
68
+ 0.36%
$221.03 - $294.78 $15K - $20K
19.2K $5.66B
WMT
Walmart Inc.

Consumer Defensive
20
+ 0.04%
$81.79 - $99.98 $1.64K - $2K
55.1K $5.39B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.15K
+ 31.16%
$272.36 - $339.57 $312K - $389K
4.82K $1.64B
FICO
Fair Isaac Corp

Technology
190
+ 34.86%
$1503.62 - $2206.01 $286K - $419K
735 $1.34B
GOOG
Alphabet Inc.

Communication Services
239
+ 1.76%
$146.58 - $180.01 $35K - $43K
13.8K $2.45B
COIN
Coinbase Global, Inc.

Technology
188
+ 12.99%
$151.47 - $375.07 $28.5K - $70.5K
1.64K $573M
CYBR
Cyber Ark Software Ltd.

Technology
500
+ 50.0%
$305.98 - $406.88 $153K - $203K
1.5K $610M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.02%
$82.96 - $110.1 $249 - $330
14.7K $1.62B
SCHX
Schwab Strategic Tr Us Large C

ETFs
48
+ 0.05%
$19.6 - $24.44 $941 - $1.17K
105K $2.57B
VUG
Vanguard Growth ETF

ETFs
3
+ 0.08%
$329.49 - $438.4 $988 - $1.32K
3.58K $1.57B
AOA
Ishares Tr Core Aggressive All

ETFs
325
+ 1.35%
$69.46 - $83.4 $22.6K - $27.1K
24.3K $2.03B
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.08%
$451.58 - $565.94 $1.35K - $1.7K
3.84K $2.09B
COST
Costco Wholesale Corp

Consumer Defensive
17
+ 0.49%
$908.13 - $1056.85 $15.4K - $18K
3.47K $3.44B
MA
Mastercard Inc

Financial Services
268
+ 24.12%
$479.92 - $590.74 $129K - $158K
1.38K $775M
UPRO
Proshares Trust Proshares Ultr

ETFs
268
+ 3.37%
$50.65 - $91.44 $13.6K - $24.5K
8.23K $752M
BA
Boeing CO

Industrials
169
+ 5.22%
$136.59 - $217.51 $23.1K - $36.8K
3.41K $714M
FNDF
Schwab Fundamental Intl Large

ETFs
19
+ 0.05%
$32.25 - $40.02 $613 - $760
37.5K $1.5B
ITOT
Ishares Core S&P Total U.S. St

ETFs
27
+ 0.25%
$108.12 - $135.04 $2.92K - $3.65K
10.7K $1.44B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
45
+ 2.16%
$141.37 - $228.57 $6.36K - $10.3K
2.13K $481M
ETN
Eaton Corp PLC

Industrials
148
+ 15.26%
$246.52 - $356.99 $36.5K - $52.8K
1.12K $399M
VGT
Vanguard Information Technolog

ETFs
45
+ 5.59%
$470.37 - $663.28 $21.2K - $29.8K
850 $564M
BAC
Bank Of America Corp

Financial Services
16
+ 0.07%
$34.39 - $47.46 $550 - $759
22.4K $1.06B
CAT
Caterpillar Inc

Industrials
4
+ 0.22%
$273.94 - $388.21 $1.1K - $1.55K
1.84K $713M
SHOP
Shopify Inc.

Technology
35
+ 0.69%
$76.89 - $115.35 $2.69K - $4.04K
5.11K $589M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
37
+ 0.96%
$170.2 - $211.82 $6.3K - $7.84K
3.89K $824M
SCHA
Schwab Strategic Tr Us Small C

ETFs
97
+ 0.22%
$20.42 - $25.3 $1.98K - $2.45K
44.6K $1.13B
CDNS
Cadence Design Systems Inc

Technology
100
+ 10.0%
$231.64 - $323.08 $23.2K - $32.3K
1.1K $339M
AOR
Ishares Tr Core Growth Allocat

ETFs
371
+ 3.06%
$53.36 - $61.57 $19.8K - $22.8K
12.5K $770M
LLY
Eli Lilly & CO

Healthcare
211
+ 9.84%
$713.71 - $898.95 $151K - $190K
2.36K $1.84B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.07%
$113.67 - $150.4 $227 - $301
2.69K $404M
VB
Vanguard Small Cap ETF

ETFs
57
+ 1.97%
$193.73 - $237.37 $11K - $13.5K
2.95K $699M
BX
Blackstone Inc.

Financial Services
12
+ 0.22%
$120.07 - $151.11 $1.44K - $1.81K
5.45K $815M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10
+ 0.08%
$39.89 - $49.46 $399 - $495
12.9K $637M
SPGI
S&P Global Inc.

Financial Services
5
+ 0.2%
$438.31 - $527.29 $2.19K - $2.64K
2.47K $1.3B
IXUS
Ishares Tr

ETFs
87
+ 1.55%
$62.37 - $77.63 $5.43K - $6.75K
5.71K $441M
NKE
Nike, Inc.

Consumer Cyclical
146
+ 2.91%
$53.27 - $72.04 $7.78K - $10.5K
5.17K $367M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.65K
+ 12.14%
$14.97 - $16.79 $39.6K - $44.4K
24.4K $409M
SRE
Sempra Energy

Utilities
32
+ 0.33%
$63.78 - $78.91 $2.04K - $2.53K
9.87K $748M
V
Visa Inc.

Financial Services
35
+ 0.53%
$308.27 - $373.31 $10.8K - $13.1K
6.62K $2.35B
DE
Deere & CO

Industrials
2
+ 0.21%
$412.99 - $531.48 $826 - $1.06K
945 $481M
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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