Fund HoldingsWestmount Partners, LLC

Total Portfolio Value
$302.95M
Total Bought
$27.26M
Total Sold
$14.67M
Net Transaction
+$12.59M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)0164,575+164,575035,67211.77%+35,672
ISHARES TR59,207118,840+59,6336,54513,0784.32%+6,534
NVIDIA CORPORATION(NVDA)6,15358,949+52,7965,5607,3272.42%+1,767
BROADCOM INC(AVGO)4,4384,467+295,8827,3302.42%+1,448
MICROSOFT CORP(MSFT)32,35032,406+5613,61014,8014.89%+1,190
COSTCO WHSL CORP NEW(COST)3,0003,998+9982,1983,3811.12%+1,184
VANGUARD INDEX FDS25,07426,365+1,29112,05313,2164.36%+1,163
PHILIP MORRIS INTL INC(PM)011,747+11,74701,1890.39%+1,189
CACI INTL INC(CACI)31,10929,303-1,80611,78512,5354.14%+750
AMAZON COM INC(AMZN)34,45235,130+6786,2146,9282.29%+713
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,8334,561+2,7283821,0400.34%+658
WELLS FARGO CO NEW(WFC)22,47531,910+9,4351,3031,9330.64%+631
VANGUARD INTL EQUITY INDEX F39,11043,120+4,0104,3224,8631.61%+541
MONDELEZ INTL INC(MDLZ)06,857+6,85704470.15%+447
WALMART INC(WMT)55,00854,899-1093,3103,7051.22%+395
ORACLE CORP(ORCL)19,73119,822+912,4782,8360.94%+358
ALTRIA GROUP INC(MO)019,500+19,50008980.30%+898
ALPHABET INC(GOOG)13,33612,895-4412,0132,3600.78%+347
ISHARES INC
CORE MSCI EMKT
06,043+6,04303240.11%+324
GENERAL MLS INC(GIS)05,115+5,11503240.11%+324
INVESCO QQQ TR8,3858,395+103,7234,0461.34%+323
VISA INC(V)5,7947,208+1,4141,6171,8970.63%+280
STRYKER CORPORATION(SYK)0824+82402770.09%+277
ISHARES TR11,40811,437+295,9986,2722.07%+274
NETFLIX INC(NFLX)2,9723,086+1141,8052,0790.69%+274
QUALCOMM INC(QCOM)8,5488,558+101,4471,7120.57%+265
ALPHABET INC(GOOG)9,3579,085-2721,4251,6760.55%+251
ALNYLAM PHARMACEUTICALS INC(ALNY)01,005+1,00502450.08%+245
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
03,065+3,06502330.08%+233
CROWDSTRIKE HLDGS INC(CRWD)0588+58802310.08%+231
TEXAS INSTRS INC(TXN)01,176+1,17602290.08%+229
NEW YORK TIMES CO(NYT)04,414+4,41402270.07%+227
MATTEL INC(MAT)013,637+13,63702210.07%+221
META PLATFORMS INC(META)4,3604,621+2612,1172,3320.77%+215
GOLDMAN SACHS GROUP INC(GS)0460+46002130.07%+213
SILA REALTY TRUST INC09,963+9,96302050.07%+205
SPDR SER TR
ST STR NYSE TECH
01,033+1,03302020.07%+202
INTERCONTINENTAL EXCHANGE IN(ICE)01,473+1,47302020.07%+202
RADNET INC(RDNT)20,00020,00009731,1710.39%+198
LIBERTY GLOBAL LTD(LBTYA)010,544+10,54401900.06%+190
ELI LILLY & CO(LLY)1,0671,115+488301,0190.34%+190
VANGUARD INDEX FDS10,63210,949+3172,7632,9350.97%+172
INTUITIVE SURGICAL INC3,7663,794+281,5031,6550.55%+152
RUSH STREET INTERACTIVE INC(RSI)50,00050,00003264730.16%+148
ROBINHOOD MKTS INC(HOOD)54,63154,63101,1001,2450.41%+145
BOEING CO(BA)03,686+3,68606880.23%+688
FAIR ISAAC CORP(FICO)534535+16678010.26%+133
ISHARES TR14,86714,826-411,2551,3820.46%+127
ISHARES TR10,53811,163+6251,2151,3280.44%+113
ISHARES TR3,4943,49401,1781,2860.42%+108
VANGUARD INDEX FDS3,2923,291-11,1331,2400.41%+106
HONEYWELL INTL INC(HON)04,448+4,44809380.31%+938
ISHARES TR
LOW CA OP MS ETF
2,8703,361+4915156160.20%+101
VANGUARD SPECIALIZED FUNDS04,694+4,69408550.28%+855
ISHARES TR02,641+2,64103390.11%+339
VANGUARD WORLD FD2,5232,52307237990.26%+76
VANGUARD TAX-MANAGED FDS024,246+24,24601,1990.40%+1,199
GOLAR LNG LTD
SHS
09,058+9,05802870.09%+287
VANGUARD INTL EQUITY INDEX F016,975+16,97507450.25%+745
TENCENT MUSIC ENTMT GROUP(TME)020,000+20,00002870.09%+287
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,4801,510+302012600.09%+59
TESLA INC(TSLA)04,595+4,59509640.32%+964
ISHARES SILVER TR(SLV)012,586+12,58603380.11%+338
S&P GLOBAL INC(SPGI)02,362+2,36201,0540.35%+1,054
VANGUARD INDEX FDS1,2011,549+3482112600.09%+49
BANK AMERICA CORP24,63824,516-1229349810.32%+47
VANGUARD WORLD FD
INF TECH ETF
0792+79204610.15%+461
COCA COLA CO(KO)014,861+14,86109400.31%+940
SCHWAB STRATEGIC TR05,024+5,02405110.17%+511
AMGEN INC(AMGN)3,8123,629-1831,0841,1290.37%+45
DARDEN RESTAURANTS INC(DRI)01,684+1,68402500.08%+250
SHELL PLC(SHEL)06,883+6,88305020.17%+502
ISHARES TR
CORE MSCI TOTAL
05,983+5,98304040.13%+404
KORN FERRY(KFY)43,72243,72202,8752,9100.96%+35
CHEVRON CORP NEW(CVX)7,4147,684+2701,1701,2030.40%+33
IONIS PHARMACEUTICALS INC(IONS)013,462+13,46206340.21%+634
SEMPRA(SRE)010,000+10,00007500.25%+750
APOLLO GLOBAL MGMT INC(APO)5,0005,00005625940.20%+31
ISHARES TR20,54720,597+501,5091,5400.51%+31
SCHWAB STRATEGIC TR11,13511,260+1256807090.23%+29
PROSHARES TR
ULTRPRO S&P500
8,2467,893-3535826100.20%+28
ISHARES TR08,633+8,63303690.12%+369
TRUST FOR PROFESSIONAL MANAG
CROSS BRG ULTRST
075,373+75,37301,6310.54%+1,631
ISHARES TR24,50825,225+7171,9571,9790.65%+22
ISHARES TR3,7343,679-551,0761,0970.36%+21
LOCKHEED MARTIN CORP(LMT)1,5471,54707037220.24%+18
GARMIN LTD(GRMN)1,3631,36302032200.07%+17
DUKE ENERGY CORP NEW(DUK)04,084+4,08404060.13%+406
AMERICAN EXPRESS CO(AXP)3,1323,114-187137280.24%+15
ISHARES TR012,024+12,02406760.22%+676
EATON CORP PLC(ETN)903944+412822950.10%+13
AT&T INC(T)028,516+28,51605410.18%+541
MANULIFE FINL CORP(MFC)8,1278,12702032140.07%+11
LAM RESEARCH CORP(LRCX)330312-183213310.11%+10
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
013,404+13,40401,0310.34%+1,031
SCHWAB CHARLES CORP(SCHW)09,904+9,90407270.24%+727
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
04,561+4,56102690.09%+269
SCHWAB STRATEGIC TR03,968+3,96803070.10%+307
PROCTER AND GAMBLE CO(PG)18,96418,963-13,0773,0861.02%+9
FEDEX CORP(FDX)742743+12152220.07%+7
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