Westmount Partners, LLC Reduced Holdings in Q2 2025

Westmount Partners, LLC

  • $364 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-145
- 0.09%
$172.42 - $223.89 $25K - $32.5K
164K $33.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.54K
- 21.09%
$456.74 - $568.03 $2.99M - $3.72M
24.5K $13.9B
PM
Philip Morris International Inc.

Consumer Defensive
-6.92K
- 65.59%
$149.23 - $184.95 $1.03M - $1.28M
3.63K $662M
IEMG
Ishares Inc

ETFs
-15.1K
- 72.62%
N/A
5.71K $342M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-1.89K
- 2.15%
N/A
86K $2.14B
MSTR
Microstrategy Inc

Technology
-2.05K
- 77.93%
$237.95 - $421.61 $487K - $862K
579 $234M
MO
Altria Group, Inc.

Consumer Defensive
-6.87K
- 35.9%
$55.56 - $60.91 $381K - $418K
12.3K $719M
VXF
Vanguard Extended Market ETF

ETFs
-2.6K
- 63.77%
$150.43 - $192.71 $391K - $501K
1.48K $284M
JNJ
Johnson & Johnson

Healthcare
-339
- 2.58%
$146.36 - $159.82 $49.6K - $54.2K
12.8K $1.96B
XOM
Exxon Mobil Corp

Energy
-438
- 3.04%
$99.93 - $119.04 $43.8K - $52.1K
14K $1.5B
CVX
Chevron Corp

Energy
-407
- 9.65%
$133.73 - $168.51 $54.4K - $68.6K
3.81K $546M
ABBV
Abb Vie Inc.

Healthcare
-116
- 2.27%
$170.16 - $206.27 $19.7K - $23.9K
5K $929M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.14K
- 25.94%
$107.93 - $110.97 $123K - $126K
3.24K $357M
PEP
Pepsico Inc

Consumer Defensive
-78
- 1.57%
$128.02 - $151.37 $9.99K - $11.8K
4.9K $647M
HD
Home Depot, Inc.

Consumer Cyclical
-248
- 3.53%
$335.24 - $380.78 $83.1K - $94.4K
6.79K $2.49B
GLNG
Golar Lng LTD

Energy
-3K
- 24.85%
$30.7 - $42.63 $92K - $128K
9.07K $373M
DRI
Darden Restaurants Inc

Consumer Cyclical
-438
- 31.9%
$186.58 - $225.78 $81.7K - $98.9K
935 $204M
CMCSA
Comcast Corp

Communication Services
-1.57K
- 10.26%
$32.84 - $36.72 $51.7K - $57.8K
13.8K $491M
MCD
Mcdonalds Corp

Consumer Cyclical
-82
- 3.64%
$285.55 - $321.23 $23.4K - $26.3K
2.17K $635M
LOW
Lowes Companies Inc

Consumer Cyclical
-160
- 6.26%
$210.83 - $235.28 $33.7K - $37.6K
2.4K $532M
XLE
Energy Sector Spdr

ETFs
-390
- 12.04%
$76.44 - $94.13 $29.8K - $36.7K
2.85K $242M
MRK
Merck & Co., Inc.

Healthcare
-15
- 0.32%
$73.47 - $87.12 $1.1K - $1.31K
4.64K $367M
SYK
Stryker Corp

Healthcare
-175
- 20.52%
$337.37 - $395.63 $59K - $69.2K
678 $268M
T
At&T Inc.

Communication Services
-2.1K
- 9.72%
$26.33 - $28.94 $55.3K - $60.7K
19.5K $564M
EIX
Edison International

Utilities
-1
- 0.02%
$48.32 - $59.92 $48.3 - $59.9
6.18K $319M
KO
Coca Cola CO

Consumer Defensive
-413
- 3.2%
$68.37 - $73.9 $28.2K - $30.5K
12.5K $883M
PFE
Pfizer Inc

Healthcare
-907
- 6.09%
$21.59 - $24.84 $19.6K - $22.5K
14K $339M
BOND
Pimco Active Bond Exchange Tra

ETFs
-349
- 6.72%
$89.87 - $92.93 $31.4K - $32.4K
4.84K $446M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-785
- 6.58%
$39.34 - $40.41 $30.9K - $31.7K
11.1K $447M
IYR
Ishares Tr

ETFs
-202
- 2.47%
$84.48 - $96.25 $17.1K - $19.4K
7.97K $756M
CRM
Salesforce, Inc.

Technology
-101
- 7.67%
$236.26 - $291.15 $23.9K - $29.4K
1.22K $332M
NNOX
Nano X Imaging Ltd.

Healthcare
-5K
- 17.12%
$4.1 - $5.71 $20.5K - $28.6K
24.2K $125M
STWD
Starwood Property Trust, Inc.

Real Estate
-1.11K
- 7.58%
$17.28 - $20.41 $19.1K - $22.6K
13.5K $271M
USFR
Wisdomtree Floating Rate Treas

ETFs
-273
- 0.64%
$50.28 - $50.47 $13.7K - $13.8K
42.6K $2.15B
PFG
Principal Financial Group Inc

Financial Services
-14
- 0.52%
$69.56 - $86.19 $974 - $1.21K
2.67K $212M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-240
- 1.87%
$77.94 - $79.5 $18.7K - $19.1K
12.6K $1B
DVY
Ishares Tr

ETFs
-62
- 2.63%
$118.37 - $134.86 $7.34K - $8.36K
2.3K $305M
ABT
Abbott Laboratories

Healthcare
-208
- 4.11%
$123.95 - $138.08 $25.8K - $28.7K
4.85K $659M
DHR
Danaher Corp

Healthcare
-9
- 0.83%
$174.64 - $205.16 $1.57K - $1.85K
1.07K $212M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-421
- 8.79%
$41.55 - $46.04 $17.5K - $19.4K
4.37K $201M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-80
- 2.32%
$96.84 - $99.46 $7.75K - $7.96K
3.36K $334M
EMB
Ishares Tr

ETFs
-98
- 3.88%
$86.54 - $92.62 $8.48K - $9.08K
2.43K $225M
SPC
Trust For Professional Mgr Cro

ETFs
-1.87K
- 2.35%
$20.4 - $21.44 $38.1K - $40K
77.4K $1.66B
URI
United Rentals, Inc.

Industrials
-100
- 16.05%
$551.94 - $753.4 $55.2K - $75.3K
523 $394M
TME
Tencent Music Entertainment Group

Communication Services
-5K
- 25.0%
$11.97 - $19.49 $59.9K - $97.4K
15K $292M
MMM
3 M CO

Industrials
-16
- 0.96%
$126.09 - $154.15 $2.02K - $2.47K
1.66K $252M
GLD
Spdr Gold Trust

ETFs
-50
- 3.52%
$273.71 - $316.29 $13.7K - $15.8K
1.37K $418M
SLV
I Shares Silver Trust

ETFs
-449
- 3.45%
$27.08 - $33.74 $12.2K - $15.1K
12.6K $412M
IWD
Ishares Russell 1000 Val ETF

ETFs
-55
- 1.6%
$166.82 - $194.23 $9.18K - $10.7K
3.39K $658M
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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