Westmount Partners, LLC Incresed Positions in Q2 2025

Westmount Partners, LLC

  • $364 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WSM
Williams Sonoma Inc

Consumer Cyclical
25
+ 0.4%
$137.62 - $174.44 $3.44K - $4.36K
6.29K $1.03B
CSCO
Cisco Systems, Inc.

Technology
5
+ 0.11%
$53.19 - $69.38 $266 - $347
4.75K $330M
Neonc Technologies Hldgs Inc
56.4K
+ 333.72%
N/A
73.2K $261M
IVE
Ishares S&P 500 Value ETF

ETFs
15
+ 0.23%
$168.34 - $195.42 $2.53K - $2.93K
6.46K $1.26B
Fidelity Covington Trust
93
+ 1.07%
N/A
8.76K $291M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.39%
$430.82 - $486.45 $2.15K - $2.43K
1.27K $589M
ACWI
Ishares Msci Acwi ETF

ETFs
2
+ 0.11%
$103.59 - $128.6 $207 - $257
1.77K $228M
BSX
Boston Scientific Corp

Healthcare
33
+ 1.27%
$89.7 - $107.41 $2.96K - $3.54K
2.64K $283M
CWB
Spdr Bloomberg Convertible Sec

ETFs
9
+ 0.31%
$71.86 - $82.66 $647 - $744
2.93K $242M
EAOA
Ishares Esg Aware Aggressive A

Technology
3
+ 0.05%
$32.02 - $38.54 $96.1 - $116
5.66K $218M
GPC
Genuine Parts CO

Consumer Cyclical
17
+ 0.64%
$105.54 - $129.09 $1.79K - $2.19K
2.68K $325M
TJX
Tjx Companies Inc

Consumer Cyclical
35
+ 2.01%
$119.13 - $135.03 $4.17K - $4.73K
1.78K $219M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
30
+ 0.33%
$121.58 - $136.74 $3.65K - $4.1K
9.01K $1.22B
INTC
Intel Corp

Technology
202
+ 1.69%
$18.13 - $22.69 $3.66K - $4.58K
12.1K $272M
GILD
Gilead Sciences, Inc.

Healthcare
10
+ 0.32%
$96.91 - $113.0 $969 - $1.13K
3.11K $345M
WM
Waste Management Inc

Industrials
4
+ 0.27%
$216.47 - $242.1 $866 - $968
1.46K $334M
VNQ
Vanguard Specialized Funds Van

ETFs
13
+ 0.46%
$79.79 - $91.42 $1.04K - $1.19K
2.84K $253M
UNH
Unitedhealth Group Inc

Healthcare
418
+ 65.41%
$274.35 - $599.47 $115K - $251K
1.06K $330M
NEE
Nextera Energy Inc

Utilities
60
+ 0.92%
$64.11 - $75.0 $3.85K - $4.5K
6.59K $457M
ALL
Allstate Corp

Financial Services
1
+ 0.1%
$180.53 - $212.64 $181 - $213
1.05K $212M
DUK
Duke Energy Corp

Utilities
78
+ 1.96%
$112.46 - $124.05 $8.77K - $9.68K
4.06K $479M
VZ
Verizon Communications Inc

Communication Services
118
+ 1.85%
$41.67 - $45.62 $4.92K - $5.38K
6.5K $281M
UNP
Union Pacific Corp

Industrials
3
+ 0.16%
$208.27 - $238.46 $625 - $715
1.89K $434M
PAYX
Paychex Inc

Industrials
15
+ 0.58%
$137.01 - $159.78 $2.06K - $2.4K
2.6K $379M
SBUX
Starbucks Corp

Consumer Cyclical
61
+ 1.48%
$79.69 - $99.41 $4.86K - $6.06K
4.18K $383M
PSX
Phillips 66

Energy
3
+ 0.04%
$92.87 - $125.73 $279 - $377
7.94K $947M
IEO
Ishares Tr

ETFs
46
+ 0.56%
$74.87 - $95.92 $3.44K - $4.41K
8.29K $734M
TMO
Thermo Fisher Scientific Inc.

Healthcare
10
+ 1.34%
$390.26 - $489.06 $3.9K - $4.89K
757 $307M
AMGN
Amgen Inc

Healthcare
30
+ 0.77%
$262.28 - $309.85 $7.87K - $9.3K
3.92K $1.09B
BMY
Bristol Myers Squibb CO

Healthcare
11
+ 0.11%
$44.12 - $59.6 $485 - $656
10.4K $481M
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.15%
$157.66 - $172.39 $4.1K - $4.48K
16.9K $2.68B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
44
+ 0.26%
$483.48 - $539.8 $21.3K - $23.8K
17.1K $8.31B
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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