Westmount Partners, LLC

13F filer, CIK 2051491, LOS ANGELES, CA

Westmount Partners, LLC reported $332,532,191 across 230 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2025-01-13. Its ten largest share positions make up 40.07% of the portfolio.

Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002051491-25-000001

Period: 2024-09-30
Reported value: $333M
Holdings: 230
Top 10 weight: 40.07%
New: 17
Sold out: 6

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+43,662	$7.53M
NVDAadded	+22,174	$2.69M
GOOGLadded	+11,938	$1.98M
MSFTadded	+3,357	$1.44M
LLYadded	+1,222	$1.08M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SHVreduced	-25,818	-$2.86M
COSTreduced	-341	-$302K
TDIVexited	-3,065	-$233K
CRWDexited	-588	-$231K
MUexited	-1,733	-$228K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002051491-25-000001, largest first. % of portfolio is the value over $332,532,191, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	164,653	$38.4M	11.54%	+78	Timeline
MSFTMICROSOFT CORP	35,763	$15.4M	4.63%	+3,357	Timeline
CACICACI INTL INC	29,303	$14.8M	4.45%	0	Timeline
VOOVANGUARD INDEX FDS	26,415	$13.9M	4.19%	+50	Timeline
SHVISHARES TR	93,022	$10.3M	3.09%	-25,818	Timeline
NVDANVIDIA CORPORATION	81,123	$9.85M	2.96%	+22,174	Timeline
AVGOBROADCOM INC	48,129	$8.3M	2.5%	+43,662	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	14,327	$8.22M	2.47%	-191	Timeline
AMZNAMAZON COM INC	39,707	$7.4M	2.22%	+4,577	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	14,576	$6.71M	2.02%	+40	Timeline
IVVISHARES TR	11,492	$6.63M	1.99%	+55	Timeline
ILMNILLUMINA INC	47,609	$6.21M	1.87%	0	Timeline
VTVANGUARD INTL EQUITY INDEX F	45,150	$5.4M	1.63%	+2,030	Timeline
ASTHASTRANA HEALTH INC	92,133	$5.34M	1.61%	-1,645	Timeline
WMTWALMART INC	54,944	$4.44M	1.33%	+45	Timeline
IBMINTERNATIONAL BUSINESS MACHS	19,453	$4.3M	1.29%	-304	Timeline
GOOGLALPHABET INC	24,833	$4.12M	1.24%	+11,938	Timeline
QQQINVESCO QQQ TR	8,075	$3.94M	1.19%	-320	Timeline
ORCLORACLE CORP	20,368	$3.47M	1.04%	+546	Timeline
MASIMASIMO CORP	25,991	$3.47M	1.04%	0	Timeline
HDHOME DEPOT INC	8,168	$3.31M	1%	-127	Timeline
PGPROCTER & GAMBLE CO	19,057	$3.3M	0.99%	+94	Timeline
COSTCOSTCO WHOLESALE CORPORATION	3,657	$3.24M	0.97%	-341	Timeline
KFYKORN FERRY	41,656	$3.13M	0.94%	-2,066	Timeline
VTIVANGUARD INDEX FDS	10,950	$3.1M	0.93%	+1	Timeline
METAMETA PLATFORMS INC	4,995	$2.86M	0.86%	+374	Timeline
DFUVDIMENSIONAL ETF TRUST	60,240	$2.51M	0.76%	0	Timeline
JNJJOHNSON & JOHNSON	14,244	$2.31M	0.69%	-23	Timeline
IWMISHARES TR	10,169	$2.25M	0.68%	-6	Timeline
NFLXNETFLIX INC.	3,111	$2.21M	0.66%	+25	Timeline
DISDISNEY WALT CO	22,657	$2.18M	0.66%	+931	Timeline
USFRWISDOMTREE TR	43,237	$2.17M	0.65%	+330	Timeline
GOOGALPHABET INC	12,830	$2.14M	0.65%	+3,745	Timeline
JPMJPMORGAN CHASE & CO	9,994	$2.11M	0.63%	-417	Timeline
EFAISHARES TR	24,899	$2.08M	0.63%	-326	Timeline
LLYELI LILLY & CO	2,337	$2.07M	0.62%	+1,222	Timeline
VVISA INC	7,085	$1.95M	0.59%	-123	Timeline
ISRGINTUITIVE SURGICAL INC	3,791	$1.86M	0.56%	-3	Timeline
DFASDIMENSIONAL ETF TRUST	28,543	$1.85M	0.56%	-1,540	Timeline
XOMEXXON MOBIL CORP	15,434	$1.81M	0.54%	+472	Timeline
WFCWELLS FARGO & CO	31,647	$1.79M	0.54%	-263	Timeline
CUSDTRUST FOR PROFESSIONAL MANAG	75,519	$1.63M	0.49%	+146	Timeline
AOAISHARES TR	20,266	$1.6M	0.48%	-331	Timeline
QCOMQUALCOMM INC	8,595	$1.46M	0.44%	+37	Timeline
PMPHILIP MORRIS INTL INC	11,741	$1.43M	0.43%	-6	Timeline
IVWISHARES TR	14,831	$1.42M	0.43%	+5	Timeline
RDNTRADNET INC	20,000	$1.39M	0.42%	0	Timeline
AMGNAMGEN INC	4,286	$1.38M	0.42%	+657	Timeline
ITOTISHARES TR	10,596	$1.33M	0.4%	-567	Timeline
VEAVANGUARD TAX-MANAGED FDS	24,974	$1.32M	0.4%	+728	Timeline
IWFISHARES TR	3,494	$1.31M	0.39%	0	Timeline
HOODROBINHOOD MKTS INC	54,631	$1.28M	0.38%	0	Timeline
SDYSPDR SERIES TRUST	8,920	$1.27M	0.38%	+23	Timeline
VUGVANGUARD INDEX FDS	3,292	$1.26M	0.38%	+1	Timeline
IVEISHARES TR	6,407	$1.26M	0.38%	+21	Timeline
SPGIS&P GLOBAL INC	2,377	$1.23M	0.37%	+15	Timeline
PEPPEPSICO INC	7,083	$1.2M	0.36%	+307	Timeline
TSLATESLA INC	4,588	$1.2M	0.36%	-7	Timeline
IWBISHARES TR	3,674	$1.15M	0.35%	-5	Timeline
CVXCHEVRON CORPORATION	7,697	$1.13M	0.34%	+13	Timeline
IJRISHARES TR	9,429	$1.1M	0.33%	-205	Timeline
VCSHVANGUARD SCOTTSDALE FDS	13,536	$1.08M	0.32%	+132	Timeline
TOTLSSGA ACTIVE ETF TR	25,904	$1.07M	0.32%	+127	Timeline
KOCOCA COLA CO	14,811	$1.06M	0.32%	-50	Timeline
PSXPHILLIPS 66	7,942	$1.04M	0.31%	-25	Timeline
FICOFAIR ISAAC CORP	535	$1.04M	0.31%	0	Timeline
XLKSELECT SECTOR SPDR TR	4,556	$1.03M	0.31%	-5	Timeline
ABBVABBVIE INC	5,188	$1.02M	0.31%	+16	Timeline
CATCATERPILLAR INC	2,581	$1.01M	0.3%	+4	Timeline
DFAXDIMENSIONAL ETF TRUST	36,105	$975K	0.29%	0	Timeline
MOALTRIA GROUP INC	19,074	$974K	0.29%	-426	Timeline
MCDMCDONALDS CORP	3,194	$973K	0.29%	+20	Timeline
WSMWILLIAMS SONOMA INC	6,183	$958K	0.29%	+3,104	Timeline
HONHONEYWELL INTL INC	4,617	$954K	0.29%	+169	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,769	$945K	0.28%	+75	Timeline
IEFAISHARES TR	11,741	$916K	0.28%	-13	Timeline
LMTLOCKHEED MARTIN CORP	1,545	$903K	0.27%	-2	Timeline
SCZISHARES TR	13,055	$884K	0.27%	-414	Timeline
SRESEMPRA	10,488	$877K	0.26%	+488	Timeline
EIXEDISON INTL	9,948	$866K	0.26%	+267	Timeline
MGVVANGUARD WORLD FD	6,630	$850K	0.26%	0	Timeline
AXPAMERICAN EXPRESS CO	3,091	$838K	0.25%	-23	Timeline
VWOVANGUARD INTL EQUITY INDEX F	17,151	$821K	0.25%	+176	Timeline
GEGE AEROSPACE	4,325	$816K	0.25%	+748	Timeline
MGKVANGUARD WORLD FD	2,523	$812K	0.24%	0	Timeline
BACBANK OF AMER CORP	20,351	$808K	0.24%	-4,165	Timeline
IJHISHARES TR	12,376	$771K	0.23%	+23	Timeline
IYRISHARES TR	7,528	$767K	0.23%	-74	Timeline
SCHBSCHWAB STRATEGIC TR	11,299	$752K	0.23%	+39	Timeline
COPCONOCOPHILLIPS	7,048	$742K	0.22%	-103	Timeline
CRBNISHARES TR	3,706	$727K	0.22%	+345	Timeline
CMCSACOMCAST CORP NEW	17,108	$715K	0.21%	-488	Timeline
AORISHARES TR	12,014	$712K	0.21%	-10	Timeline
IWDISHARES TR	3,660	$695K	0.21%	0	Timeline
IEOISHARES TR	7,570	$692K	0.21%	+534	Timeline
UPROPROSHARES TR	7,915	$682K	0.21%	+22	Timeline
VHTVANGUARD WORLD FD	2,352	$664K	0.2%	0	Timeline
VTVVANGUARD INDEX FDS	3,786	$661K	0.2%	-115	Timeline
LOWLOWES COS INC	2,408	$652K	0.2%	+41	Timeline
SCHWCHARLES SCHWAB CORP (THE)	10,054	$652K	0.2%	+150	Timeline
MRKMERCK & CO INC	5,570	$633K	0.19%	+172	Timeline
TAT&T INC	28,595	$629K	0.19%	+79	Timeline
APOAPOLLO GLOBAL MGMT INC	5,000	$625K	0.19%	0	Timeline
ABTABBOTT LABORATORIES	5,059	$577K	0.17%	-235	Timeline
INTCINTEL CORP	23,422	$549K	0.17%	+4,922	Timeline
IWRISHARES TR	6,158	$543K	0.16%	0	Timeline
RSIRUSH STREET INTERACTIVE INC	50,000	$542K	0.16%	0	Timeline
IONSIONIS PHARMACEUTICALS INC	13,462	$539K	0.16%	0	Timeline
BMYBRISTOL-MYERS SQUIBB CO	10,365	$536K	0.16%	-100	Timeline
NEENEXTERA ENERGY INC	6,308	$533K	0.16%	+112	Timeline
BABOEING CO	3,466	$527K	0.16%	-220	Timeline
SCHGSCHWAB STRATEGIC TR	5,027	$524K	0.16%	+3	Timeline
BXBLACKSTONE INC	3,416	$523K	0.16%	+6	Timeline
VEUVANGUARD INTL EQUITY INDEX F	8,274	$521K	0.16%	0	Timeline
MAMASTERCARD INCORPORATED	1,052	$520K	0.16%	0	Timeline
MDLZMONDELEZ INTL INC	6,908	$509K	0.15%	+51	Timeline
DFATDIMENSIONAL ETF TRUST	8,876	$494K	0.15%	0	Timeline
VOVANGUARD INDEX FDS	1,841	$486K	0.15%	-22	Timeline
PFEPFIZER INC	16,534	$478K	0.14%	-728	Timeline
IWPISHARES TR	4,072	$478K	0.14%	-48	Timeline
VZVERIZON COMMUNICATIONS INC	10,500	$472K	0.14%	-1,310	Timeline
MSBMESABI TR	20,856	$469K	0.14%	0	Timeline
SCHASCHWAB STRATEGIC TR	9,096	$468K	0.14%	+464	Timeline
VGTVANGUARD WORLD FD	798	$468K	0.14%	+6	Timeline
UNPUNION PAC CORP	1,878	$463K	0.14%	-17	Timeline
DUKDUKE ENERGY CORP NEW	3,926	$453K	0.14%	-158	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	730	$452K	0.14%	+14	Timeline
SHELSHELL PLC	6,711	$443K	0.13%	-172	Timeline
BONDPIMCO ETF TR	4,645	$439K	0.13%	+22	Timeline
IWSISHARES TR	3,256	$431K	0.13%	0	Timeline
NKENIKE INC	4,849	$429K	0.13%	+709	Timeline
SBUXSTARBUCKS CORP	4,385	$427K	0.13%	-792	Timeline
MSTRSTRATEGY INC	2,520	$425K	0.13%	+2,268	Timeline
URIUNITED RENTALS INC	523	$424K	0.13%	0	Timeline
UNHUNITEDHEALTH GROUP INC	706	$413K	0.12%	-17	Timeline
AMDADVANCED MICRO DEVICES INC	2,511	$412K	0.12%	-152	Timeline
GBTCGRAYSCALE BITCOIN TRUST ETF	8,107	$409K	0.12%	-3,007	Timeline
DVYISHARES TR	3,018	$408K	0.12%	-210	Timeline
EEMISHARES TR	8,792	$403K	0.12%	+159	Timeline
REXRREXFORD INDL RLTY INC	7,990	$402K	0.12%	0	Timeline
SHOPSHOPIFY INC	5,012	$402K	0.12%	-80	Timeline
IXUSISHARES TR	5,523	$401K	0.12%	-460	Timeline
DEDEERE & CO	947	$395K	0.12%	-24	Timeline
GPCGENUINE PARTS CO	2,814	$393K	0.12%	0	Timeline
CSXCSX CORP	11,319	$391K	0.12%	+40	Timeline
VBVANGUARD INDEX FDS	1,635	$388K	0.12%	+164	Timeline
GISGENERAL MILLS INC	5,139	$380K	0.11%	+24	Timeline
VYMVANGUARD WHITEHALL FDS	2,826	$362K	0.11%	+58	Timeline
TIPISHARES TR	3,240	$358K	0.11%	0	Timeline
SLVISHARES SILVER TR	12,546	$356K	0.11%	-40	Timeline
SCHVSCHWAB STRATEGIC TR	4,426	$356K	0.11%	0	Timeline
IUSGISHARES TR	2,681	$354K	0.11%	+40	Timeline
PSNPARSONS CORP DEL	3,376	$350K	0.11%	0	Timeline
ACNACCENTURE PLC IRELAND	989	$350K	0.11%	-6	Timeline
PAYXPAYCHEX INC	2,589	$347K	0.1%	+101	Timeline
IEMGISHARES INC	6,043	$347K	0.1%	0	Timeline
SCHDSCHWAB STRATEGIC TR	3,969	$336K	0.1%	+1	Timeline
GLNGGOLAR LNG LTD	9,061	$333K	0.1%	+3	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,868	$324K	0.1%	+358	Timeline
CSCOCISCO SYS INC	6,004	$320K	0.1%	-403	Timeline
ETNEATON CORP PLC	955	$317K	0.1%	+11	Timeline
SYKSTRYKER CORPORATION	845	$305K	0.09%	+21	Timeline
PNCPNC FINL SVCS GROUP INC	1,649	$305K	0.09%	new	Timeline
WMWASTE MGMT INC DEL	1,444	$300K	0.09%	-9	Timeline
CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL	1,000	$292K	0.09%	0
DHRDANAHER CORP DEL	1,036	$288K	0.09%	-13	Timeline
STWDSTARWOOD PPTY TR INC	14,131	$288K	0.09%	+81	Timeline
EDCONSOLIDATED EDISON INC	2,757	$287K	0.09%	0	Timeline
CRMSALESFORCE INC	1,040	$285K	0.09%	+33	Timeline
CDNSCADENCE DESIGN SYSTEM INC	1,050	$285K	0.09%	0	Timeline
DFUSDIMENSIONAL ETF TRUST	4,561	$284K	0.09%	0	Timeline
VXFVANGUARD INDEX FDS	1,549	$282K	0.08%	0	Timeline
QDFFLEXSHARES TR	3,885	$279K	0.08%	0	Timeline
DRIDARDEN RESTAURANTS INC	1,684	$276K	0.08%	0	Timeline
ALNYALNYLAM PHARMACEUTICALS INC	1,000	$275K	0.08%	-5	Timeline
GEVGE VERNOVA INC	1,058	$270K	0.08%	new	Timeline
TSLXSIXTH STREET SPECIALTY LENDI	13,030	$268K	0.08%	0	Timeline
AMPAMERIPRISE FINL INC	568	$267K	0.08%	0	Timeline
COINCOINBASE GLOBAL INC	1,465	$261K	0.08%	0	Timeline
MATMATTEL INC	13,637	$260K	0.08%	0	Timeline
TXNTEXAS INSTRS INC	1,255	$259K	0.08%	+79	Timeline
FENIFIDELITY COVINGTON TRUST	8,554	$259K	0.08%	+46	Timeline
XLESELECT SECTOR SPDR TR	2,934	$258K	0.08%	+19	Timeline
GILDGILEAD SCIENCES INC	3,070	$257K	0.08%	+5	Timeline
IJKISHARES TR	2,776	$255K	0.08%	0	Timeline
BLACKROCK INCBLACKROCK INC	268	$254K	0.08%	+7
MFCMANULIFE FINL CORP	8,608	$254K	0.08%	+481	Timeline
NVONOVO-NORDISK A S	2,126	$253K	0.08%	+184	Timeline
LAM RESEARCH CORPLAM RESEARCH CORP	310	$253K	0.08%	-2
SCHXSCHWAB STRATEGIC TR	3,715	$252K	0.08%	+594	Timeline
KMPRKEMPER CORP	4,035	$247K	0.07%	0	Timeline
VTRVENTAS INC	3,853	$247K	0.07%	new	Timeline
NYTNEW YORK TIMES CO MTN BE	4,414	$246K	0.07%	0	Timeline
VBRVANGUARD INDEX FDS	1,213	$244K	0.07%	new	Timeline
NOWSERVICENOW INC	270	$241K	0.07%	-5	Timeline
TMETENCENT MUSIC ENTMT GROUP	20,000	$241K	0.07%	0	Timeline
GRMNGARMIN LTD	1,363	$240K	0.07%	0	Timeline
ACWIISHARES TR	1,995	$238K	0.07%	0	Timeline
VNQVANGUARD INDEX FDS	2,425	$236K	0.07%	new	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	1,454	$234K	0.07%	-19	Timeline
PFGPRINCIPAL FINANCIAL GROUP IN	2,687	$231K	0.07%	0	Timeline
GSGOLDMAN SACHS GROUP INC	461	$228K	0.07%	+1	Timeline
LBTYKLIBERTY GLOBAL LTD	10,544	$228K	0.07%	0	Timeline
NUENUCOR CORP	1,513	$227K	0.07%	new	Timeline
TXTTEXTRON INC	2,560	$227K	0.07%	0	Timeline
MMM3M CO	1,649	$225K	0.07%	new	Timeline
CWBSPDR SERIES TRUST	2,904	$222K	0.07%	+8	Timeline
LPXLOUISIANA PAC CORP	2,040	$219K	0.07%	new	Timeline
UBERUBER TECHNOLOGIES INC	2,834	$213K	0.06%	new	Timeline
CVSCVS HEALTH CORP	3,361	$211K	0.06%	-332	Timeline
DFIVDIMENSIONAL ETF TRUST	5,481	$209K	0.06%	new	Timeline
EAOAISHARES TR	5,645	$207K	0.06%	new	Timeline
XNTKSPDR SERIES TRUST	1,033	$204K	0.06%	0	Timeline
FDXFEDEX CORP	744	$204K	0.06%	+1	Timeline
GSBDGOLDMAN SACHS BDC INC	14,790	$204K	0.06%	0	Timeline
INTUINTUIT	327	$203K	0.06%	+9	Timeline
SCHFSCHWAB STRATEGIC TR	4,937	$203K	0.06%	new	Timeline
GLDSPDR GOLD TR	832	$202K	0.06%	new	Timeline
IDXXIDEXX LABS INC	400	$202K	0.06%	new	Timeline
BOHBANK OF HI CORP	3,200	$201K	0.06%	new	Timeline
NNOXNANO X IMAGING LTD	15,300	$93K	0.03%	0	Timeline
EHIWESTERN ASSET GBL HIGH INC F	13,000	$90.2K	0.03%	0	Timeline
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	19,943	$48.7K	0.01%	new
POSEIDA THERAPEUTICS INCPOSEIDA THERAPEUTICS INC	11,000	$31.5K	0.01%	0
PACBPACIFIC BIOSCIENCES CALIF IN	15,500	$26.4K	0.01%	0	Timeline
OPKOPKO HEALTH INC	16,550	$24.7K	0.01%	0	Timeline
EGHT8X8 INC NEW	10,000	$20.4K	0.01%	0	Timeline
SOBR SAFE INCSOBR SAFE INC	29,636	$1.73K	<0.01%	0
FUSION FUEL GREEN PLCFUSION FUEL GREEN PLC	23,646	$1.35K	<0.01%	0
WESTERN ASSET GBL HIGH INC FWESTERN ASSET GBL HIGH INC F	13,002	$143	<0.01%	new

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
TDIVFIRST TR EXCHANGE TRADED FD	3,065	$233K	shares
CRWDCROWDSTRIKE HLDGS INC	588	$231K	shares
MUMICRON TECHNOLOGY INC	1,733	$228K	shares
SILASILA REALTY TRUST INC	9,963	$205K	shares
FFORD MTR CO	10,992	$140K	shares
SIRIUS XM HOLDINGS INCSIRIUS XM HOLDINGS INC	44,605	$128K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002051491-25-000001	base		2025-01-13	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC