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CIK: 0002051491
Total reported value
$457.1M
$457.1M
218 檔
20.6%
The Q4 2024 SEC filing reveals that Westmount Partners, LLC held a total portfolio value of $457.1M, covering 218 public equity positions.
In Q4 2024, Westmount Partners, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 11 holdings to manage risk exposure.
Showing top 200 holdings (of 218 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.51% | +0.92% | -0.16% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.67% | -0.30% | +1.96% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.40% | +0.46% | +1.67% | |
| 4 | CACI | Caci International Inc -cl A | Stock-Tech | 3.60% | -0.88% | -0.03% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.41% | +0.34% | +0.60% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.39% | +0.30% | +2.57% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.64% | +0.27% | +3.32% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.55% | +0.12% | -3.80% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -0.28% | +19.22% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.06% | +0.10% | +0.10% | |
| 11 | ILMN | Illumina Inc | Stock-Healthcare | 1.93% | -0.20% | — | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.66% | +0.13% | +2.91% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.33% | +1.61% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | +0.08% | -1.03% | |
| 15 | MASI* | Masimo CORP | Stock-Other | 1.31% | -1.06% | EXIT | |
| 16 | IBM | Intl Business Machines CORP | Stock-Tech | 1.30% | +0.06% | -0.20% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.28% | -0.03% | +2.07% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.08% | -0.14% | +6.13% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.01% | -0.05% | +13.13% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.03% | +0.56% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.07% | -6.81% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | +0.08% | -0.35% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.95% | -0.12% | -1.81% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.87% | -0.26% | +3.79% | |
| 25 | ASTH | Astrana Health Inc | Stock-Other | 0.87% | +0.32% | -1.95% | |
| 26 | KFY | Korn Ferry | Stock-Industrials | 0.85% | -0.04% | — | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.75% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.14% | -0.06% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | — | -8.73% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.70% | -0.01% | +1.92% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | — | -4.73% | |
| 32 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.67% | -0.06% | +1.39% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.04% | -0.93% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | +0.01% | -6.73% | |
| 35 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.62% | +0.13% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.14% | -2.01% | |
| 37 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.60% | -0.07% | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.58% | -0.03% | +1.69% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.56% | -0.04% | — | |
| 40 | CUSD | Crossingbridge Ultra-short D | ETF-Other | 0.52% | -0.02% | +10.02% | |
| 41 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.52% | — | +9.71% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.06% | -10.16% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.50% | -0.31% | -1.68% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.11% | -11.47% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | +0.09% | +16.87% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.04% | -0.62% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | — | +1.06% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.02% | -0.29% | |
| 49 | RDNT | Radnet Inc | Stock-Healthcare | 0.42% | -0.01% | — | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.42% | +0.03% | +0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1% | -0.16% | Trim |
| 2 | AVGO | Broadcom Inc | +0.9% | +0.60% | Add |
| 3 | NVDA | Nvidia CORP | +0.4% | +2.57% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +19.22% | Add |
| 5 | AMZN | Amazon.com Inc | +0.3% | -3.80% | Trim |
| 6 | MASI* | Masimo CORP | +0.3% | — | Unchanged |
| 7 | HOOD | Robinhood Markets Inc - A | +0.2% | — | Unchanged |
| 8 | NFLX | Netflix Inc | +0.2% | +3.79% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | +1.67% | Add |
| 10 | WMT | Walmart Inc | +0.2% | +1.61% | Add |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.03% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +3.32% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | -10.16% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +13.13% | Add |
| 15 | SCHX | Schwab US Large-cap ETF | +0.1% | +744.52% | Add |
| 16 | BX | Blackstone Inc | +0.1% | +61.04% | Add |
| 17 | WFC | Wells Fargo & Co | +0.1% | -0.93% | Trim |
| 18 | RDDT | Reddit Inc-cl A | +0.1% | NEW | New buy |
| 19 | COST | Costco Wholesale CORP | +0.1% | +6.13% | Add |
| 20 | GOOG | Alphabet Inc-cl C | +0.1% | -0.06% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.07% | Add |
| 22 | SCHA | Schwab US Small-cap ETF | +0.1% | +213.36% | Add |
| 23 | GRMN | Garmin Ltd. | +0.1% | +73.37% | Add |
| 24 | MS | Morgan Stanley | +0.1% | NEW | New buy |
| 25 | APO | Apollo Global Management Inc | +0.1% | +1.82% | Add |
| 26 | MSTR | Strategy Inc | +0.1% | -14.05% | Trim |
| 27 | UBER | Uber Technologies Inc | -0.1% | EXIT | Sold out |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.1% | -7.32% | Trim |
| 29 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 30 | VZ | Verizon Communications Inc | -0.1% | -37.90% | Trim |
| 31 | DFIV | Dimensional International Va | -0.1% | EXIT | Sold out |
| 32 | FDX | Fedex CORP | -0.1% | EXIT | Sold out |
| 33 | VTR | Ventas Inc | -0.1% | EXIT | Sold out |
| 34 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -34.68% | Trim |
| 35 | NUE | Nucor CORP | -0.1% | EXIT | Sold out |
| 36 | TXT | Textron Inc | -0.1% | EXIT | Sold out |
| 37 | LPX | Louisiana-pacific CORP | -0.1% | EXIT | Sold out |
| 38 | ORCL | Oracle CORP | -0.1% | -6.81% | Trim |
| 39 | JNJ | Johnson & Johnson | -0.1% | -2.01% | Trim |
| 40 | GE | General Electric | -0.1% | -24.60% | Trim |
| 41 | AMGN | Amgen Inc | -0.1% | +0.35% | Add |
| 42 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -24.97% | Trim |
| 44 | LRCXEUR | Lam Research CORP | -0.1% | EXIT | Sold out |
| 45 | KFY | Korn Ferry | -0.1% | — | Unchanged |
| 46 | LLY | Eli Lilly & Co | -0.1% | -11.47% | Trim |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | -0.1% | -41.46% | Trim |
| 48 | ASTH | Astrana Health Inc | -0.7% | -1.95% | Trim |
| 49 | CACI | Caci International Inc -cl A | -0.9% | -0.03% | Trim |
| 50 | SHV | Ishares 0-1 Year Treasury Bo | -3.1% | EXIT | Sold out |
According to official SEC Form 13F filings, Westmount Partners, LLC reported a total U.S. public equity portfolio value of $457.1M across 218 disclosed positions in Q4 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, VOO) accounted for 20.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
RDDT
市值: $390.6K
Top Position Liquidated / Trimmed
SHV
前期市值: $10.3M
During Q4 2024, Westmount Partners, LLC's top holdings by market value included AAPL (12.5%)、MSFT (4.7%)、VOO (4.4%). The largest single position, AAPL, represented 12.5% of total portfolio value.
In Q4 2024, Westmount Partners, LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 16 positions, trimming 18 holdings, and fully liquidating 11 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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