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CIK: 0002051491
Total reported value
$457.1M
$457.1M
219 檔
19.5%
At the close of Q2 2024, Westmount Partners, LLC disclosed equity holdings valued at approximately $457.1M, spread across 219 reported holdings.
During Q2 2024, Westmount Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, VOO) accounted for 19.5% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 219 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.77% | +0.92% | -1.67% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.89% | -0.30% | +0.17% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.36% | +0.46% | +5.15% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 4.32% | — | +100.72% | |
| 5 | CACI | Caci International Inc -cl A | Stock-Tech | 4.14% | -0.88% | -5.81% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.61% | +0.27% | -6.14% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.42% | +0.34% | +0.65% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.30% | +858.05% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.29% | +0.12% | +1.97% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.10% | +0.25% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.28% | +0.23% | |
| 12 | ILMN | Illumina Inc | Stock-Healthcare | 1.66% | -0.20% | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.61% | +0.13% | +10.25% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.34% | -0.03% | +0.12% | |
| 15 | ASTH | Astrana Health Inc | Stock-Other | 1.23% | +0.32% | -2.00% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.22% | -0.33% | -0.20% | |
| 17 | IBM | Intl Business Machines CORP | Stock-Tech | 1.14% | +0.06% | -0.01% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.14% | +33.27% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.12% | -0.01% | |
| 20 | MASI* | Masimo CORP | Stock-Other | 1.00% | -1.06% | EXIT | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.08% | +2.98% | |
| 22 | KFY | Korn Ferry | Stock-Industrials | 0.96% | -0.04% | — | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.07% | +0.46% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.03% | +9.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.08% | -3.31% | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.78% | — | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | -0.05% | +5.99% | |
| 28 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.71% | -0.06% | -2.56% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | — | -4.59% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | — | +14.64% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.14% | +1.97% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.26% | +3.84% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | -0.01% | +0.92% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.65% | -0.03% | +2.93% | |
| 35 | WFC | Wells Fargo & Co | Stock-Financials | 0.64% | -0.04% | +41.98% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.01% | +24.40% | |
| 37 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.59% | -0.04% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.31% | -0.94% | |
| 39 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | +0.09% | +0.12% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.14% | -2.91% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.55% | -0.07% | +0.74% | |
| 42 | CUSD | Crossingbridge Ultra-short D | ETF-Other | 0.54% | -0.02% | +0.49% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.51% | — | +0.24% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.46% | +0.04% | -0.28% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.44% | +0.03% | +5.93% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.02% | — | |
| 47 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.41% | +0.13% | — | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.41% | -0.09% | -0.03% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.40% | -0.05% | +3.64% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | +0.14% | +8.30% |
According to official SEC Form 13F filings, Westmount Partners, LLC reported a total U.S. public equity portfolio value of $457.1M across 219 disclosed positions in Q2 2024.
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During Q2 2024, Westmount Partners, LLC's top holdings by market value included AAPL (11.8%)、MSFT (4.9%)、VOO (4.4%). The largest single position, AAPL, represented 11.8% of total portfolio value.
In Q2 2024, Westmount Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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