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CIK: 0002051491
Total reported value
$457.1M
$457.1M
230 檔
20.3%
As reported in its official Q3 2024 Form 13F filing, Westmount Partners, LLC's tracked investment portfolio stood at $457.1M with 230 total positions.
In Q3 2024, Westmount Partners, LLC displayed an active expansion posture, initiating 11 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 11.54% | +0.92% | +0.05% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.63% | -0.30% | +10.36% | |
| 3 | CACI | Caci International Inc -cl A | Stock-Tech | 4.45% | -0.88% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.19% | +0.46% | +0.19% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 3.09% | — | -21.73% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.96% | +0.30% | +37.62% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.34% | +977.43% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.47% | +0.27% | -1.32% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | +0.12% | +13.03% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.02% | -0.28% | +0.28% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.99% | +0.10% | +0.48% | |
| 12 | ILMN | Illumina Inc | Stock-Healthcare | 1.87% | -0.20% | — | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.63% | +0.13% | +4.71% | |
| 14 | ASTH | Astrana Health Inc | Stock-Other | 1.61% | +0.32% | -1.75% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.33% | -0.33% | +0.08% | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.29% | +0.06% | -1.54% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.24% | +0.08% | +92.58% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.19% | -0.03% | -3.81% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.04% | -0.07% | +2.75% | |
| 20 | MASI* | Masimo CORP | Stock-Other | 1.04% | -1.06% | EXIT | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.03% | -1.53% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.99% | -0.12% | +0.50% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.14% | -8.53% | |
| 24 | KFY | Korn Ferry | Stock-Industrials | 0.94% | -0.04% | -4.73% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.93% | +0.08% | +0.01% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.86% | -0.05% | +8.09% | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.76% | — | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.14% | -0.16% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.68% | -0.01% | -0.06% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.26% | +0.81% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.66% | — | +4.29% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.65% | -0.06% | +0.77% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.14% | +41.22% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | -4.01% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.63% | -0.03% | -1.29% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | +0.11% | +109.60% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.01% | -1.71% | |
| 38 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.56% | -0.07% | -0.08% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.56% | -0.04% | -5.12% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.31% | +3.15% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.54% | -0.04% | -0.82% | |
| 42 | CUSD | Crossingbridge Ultra-short D | ETF-Other | 0.49% | -0.02% | +0.19% | |
| 43 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.48% | — | -1.61% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | +0.09% | +0.43% | |
| 45 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | — | -0.05% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.04% | +0.03% | |
| 47 | RDNT | Radnet Inc | Stock-Healthcare | 0.42% | -0.01% | — | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.42% | -0.03% | +18.10% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.40% | +0.03% | -5.08% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | +0.14% | +3.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | +37.62% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | +92.58% | Add |
| 3 | ASTH | Astrana Health Inc | +0.4% | -1.75% | Trim |
| 4 | CACI | Caci International Inc -cl A | +0.3% | — | Unchanged |
| 5 | LLY | Eli Lilly & Co | +0.3% | +109.60% | Add |
| 6 | ILMN | Illumina Inc | +0.2% | — | Unchanged |
| 7 | IBM | Intl Business Machines CORP | +0.2% | -1.54% | Trim |
| 8 | WMT | Walmart Inc | +0.1% | +0.08% | Add |
| 9 | ORCL | Oracle CORP | +0.1% | +2.75% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +8.09% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +41.22% | Add |
| 12 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 13 | AVGO | Broadcom Inc | +0.1% | +977.43% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.28% | Add |
| 15 | HD | Home Depot Inc | +0.1% | -1.53% | Trim |
| 16 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 17 | VTR | Ventas Inc | +0.1% | NEW | New buy |
| 18 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | New buy |
| 19 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 20 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 21 | MMM | 3m Co | +0.1% | NEW | New buy |
| 22 | LPX | Louisiana-pacific CORP | +0.1% | NEW | New buy |
| 23 | GE | General Electric | +0.1% | +20.91% | Add |
| 24 | UBER | Uber Technologies Inc | +0.1% | NEW | New buy |
| 25 | DFIV | Dimensional International Va | +0.1% | NEW | New buy |
| 26 | EAOA | Ishares Esg Aware 80/20 Aggr | +0.1% | NEW | New buy |
| 27 | AMGN | Amgen Inc | +0.1% | +18.10% | Add |
| 28 | FICO | Fair Isaac CORP | +0.1% | — | Unchanged |
| 29 | MASI* | Masimo CORP | 0% | — | Unchanged |
| 30 | TSLA | Tesla Inc | 0% | -0.15% | Trim |
| 31 | PM | Philip Morris International | 0% | -0.05% | Trim |
| 32 | RDNT | Radnet Inc | 0% | — | Unchanged |
| 33 | VT | Vanguard Tot World Stk ETF | 0% | +4.71% | Add |
| 34 | ISRG | Intuitive Surgical Inc | 0% | -0.08% | Trim |
| 35 | JNJ | Johnson & Johnson | — | -0.16% | Trim |
| 36 | KFY | Korn Ferry | 0% | -4.73% | Trim |
| 37 | PG | Procter & Gamble Co/the | 0% | +0.50% | Add |
| 38 | AMZN | Amazon.com Inc | -0.1% | +13.03% | Add |
| 39 | SILA | Sila Realty Trust Inc | -0.1% | EXIT | Sold out |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.48% | Add |
| 41 | TDIV | Ft Nasdaq Tech Dvd Index Fd | -0.1% | EXIT | Sold out |
| 42 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | EXIT | Sold out |
| 43 | MU | Micron Technology Inc | -0.1% | EXIT | Sold out |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | -0.1% | -27.06% | Trim |
| 45 | QCOM | Qualcomm Inc | -0.1% | +0.43% | Add |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.32% | Trim |
| 47 | VOO | Vanguard S&p 500 ETF | -0.2% | +0.19% | Add |
| 48 | AAPL | Apple Inc | -0.2% | +0.05% | Add |
| 49 | MSFT | Microsoft CORP | -0.3% | +10.36% | Add |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -1.2% | -21.73% | Trim |
According to official SEC Form 13F filings, Westmount Partners, LLC reported a total U.S. public equity portfolio value of $457.1M across 230 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, CACI) accounted for 20.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
PNC
市值: $304.8K
Top Position Liquidated / Trimmed
TDIV
前期市值: $233.4K
During Q3 2024, Westmount Partners, LLC's top holdings by market value included AAPL (11.5%)、MSFT (4.6%)、CACI (4.5%). The largest single position, AAPL, represented 11.5% of total portfolio value.
In Q3 2024, Westmount Partners, LLC made 45 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 11 holdings, and fully liquidating 4 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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