Westmount Partners, LLC Incresed Positions in Q3 2025

Westmount Partners, LLC

  • $387 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
3
+ 0.01%
$264.74 - $369.57 $794 - $1.11K
48.1K $16B
ORCL
Oracle Corp

Technology
334
+ 1.79%
$218.96 - $328.33 $73.1K - $110K
19K $5.5B
AOA
Ishares Tr Core Aggressive All

ETFs
14K
+ 57.73%
$82.71 - $88.14 $1.16M - $1.24M
38.4K $3.39B
VT
Vanguard Total World Stk Index

ETFs
1.75K
+ 3.37%
$128.41 - $138.03 $225K - $242K
53.8K $7.45B
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.48%
$184.85 - $231.54 $4.44K - $5.56K
5.03K $1.23B
MSTR
Microstrategy Inc

Technology
891
+ 153.89%
$300.7 - $455.9 $268K - $406K
1.47K $497M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12
+ 0.05%
$108.46 - $120.63 $1.3K - $1.45K
26K $3.1B
Celestica Inc
200
+ 10.0%
N/A
2.2K $554M
WMT
Walmart Inc.

Consumer Defensive
18
+ 0.03%
$94.4 - $104.27 $1.7K - $1.88K
55.1K $5.62B
JPM
Jpmorgan Chase & CO

Financial Services
65
+ 0.73%
$282.78 - $316.06 $18.4K - $20.5K
8.95K $2.78B
AOR
Ishares Tr Core Growth Allocat

ETFs
2.37K
+ 18.98%
$60.99 - $64.39 $145K - $153K
14.9K $961M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13
+ 0.02%
$28.92 - $32.19 $376 - $418
64.7K $2.08B
UPRO
Proshares Trust Proshares Ultr

ETFs
95
+ 1.15%
$91.26 - $112.39 $8.67K - $10.7K
8.32K $938M
XLK
Technology Sector Spdr

ETFs
145
+ 3.23%
$250.97 - $282.66 $36.4K - $41K
4.64K $1.32B
IVW
Ishares S&P 500 Growth ETF

ETFs
4
+ 0.03%
$108.97 - $121.65 $436 - $487
14.7K $1.78B
VUG
Vanguard Growth ETF

ETFs
5
+ 0.14%
$433.97 - $484.08 $2.17K - $2.42K
3.59K $1.73B
EFA
Ishares Tr Msci Eafe ETF

ETFs
292
+ 1.16%
$87.29 - $93.61 $25.5K - $27.3K
25.5K $2.4B
Lam Research Corp
1
+ 0.03%
N/A
3.1K $442M
ITOT
Ishares Core S&P Total U.S. St

ETFs
102
+ 0.95%
$135.0 - $146.02 $13.8K - $14.9K
10.8K $1.58B
PLTR
Palantir Technologies Inc.

Technology
24
+ 0.92%
$130.68 - $186.97 $3.14K - $4.49K
2.63K $486M
AOM
Ishares Tr Core Moderate Alloc

ETFs
2.56K
+ 58.69%
$45.4 - $47.61 $116K - $122K
6.93K $331M
SLV
I Shares Silver Trust

ETFs
1
+ 0.01%
$32.73 - $42.5 $32.7 - $42.5
12.6K $539M
MGK
Vanguard Mega Cap Growth ETF

ETFs
151
+ 9.17%
$362.31 - $405.74 $54.7K - $61.3K
1.8K $727M
SCHA
Schwab Strategic Tr Us Small C

ETFs
146
+ 0.33%
$25.29 - $28.33 $3.69K - $4.14K
44.7K $1.25B
PSX
Phillips 66

Energy
3
+ 0.04%
$118.37 - $139.46 $355 - $418
7.94K $1.07B
BX
Blackstone Inc.

Financial Services
58
+ 1.07%
$152.77 - $188.68 $8.86K - $10.9K
5.5K $925M
VIG
Vanguard Dividend Appreciation

ETFs
252
+ 6.04%
N/A
4.43K $960M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
175
+ 4.5%
$210.88 - $226.87 $36.9K - $39.7K
4.07K $927M
VB
Vanguard Small Cap ETF

ETFs
163
+ 5.53%
$237.58 - $259.17 $38.7K - $42.2K
3.11K $793M
Grail Inc
100
+ 1.25%
N/A
8.13K $504M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
122
+ 0.2%
$21.69 - $23.34 $2.65K - $2.85K
60.2K $1.41B
COIN
Coinbase Global, Inc.

Technology
261
+ 15.96%
$297.99 - $419.78 $77.8K - $110K
1.9K $656M
QCOM
Qualcomm Inc

Technology
41
+ 0.41%
$145.84 - $173.55 $5.98K - $7.12K
10.1K $1.68B
VEA
Vanguard Ftse Developed Market

ETFs
49
+ 0.22%
$56.02 - $60.3 $2.74K - $2.95K
22.8K $1.38B
BAC
Bank Of America Corp

Financial Services
16
+ 0.07%
$44.92 - $52.42 $719 - $839
22.4K $1.14B
EEM
Ishares Msci Emerging Markets

ETFs
218
+ 2.04%
$48.07 - $53.4 $10.5K - $11.6K
10.9K $586M
GLD
Spdr Gold Trust

ETFs
3
+ 0.22%
$300.96 - $355.47 $903 - $1.07K
1.37K $489M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
693
+ 17.29%
$100.37 - $100.74 $69.6K - $69.8K
4.7K $472M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
17
+ 0.13%
$49.43 - $54.52 $840 - $927
12.9K $703M
MRK
Merck & Co., Inc.

Healthcare
2
+ 0.04%
$77.6 - $87.37 $155 - $175
4.64K $418M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.1K
+ 9.86%
$39.58 - $40.74 $43.5K - $44.8K
12.2K $496M
IEO
Ishares Tr

ETFs
59
+ 0.71%
$86.38 - $95.74 $5.1K - $5.65K
8.34K $780M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
514
+ 4.07%
$78.96 - $80.04 $40.6K - $41.1K
13.1K $1.05B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.07%
$148.97 - $165.88 $298 - $332
2.69K $445M
BOND
Pimco Active Bond Exchange Tra

ETFs
367
+ 7.58%
$90.83 - $93.81 $33.3K - $34.4K
5.21K $485M
GS
Goldman Sachs Group Inc

Financial Services
1
+ 0.22%
$696.56 - $806.32 $697 - $806
459 $361M
MS
Morgan Stanley

Financial Services
19
+ 1.14%
$139.09 - $161.16 $2.64K - $3.06K
1.68K $264M
CWB
Spdr Bloomberg Convertible Sec

ETFs
8
+ 0.27%
$82.29 - $90.77 $658 - $726
2.94K $268M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13
+ 0.46%
$132.9 - $142.03 $1.73K - $1.85K
2.84K $401M
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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