Fund HoldingsWestmount Partners, LLC

Total Portfolio Value
$332.53M
Total Bought
$24.12M
Total Sold
$12.09M
Net Transaction
+$12.03M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)164,575164,653+7835,67238,36411.54%+2,692
NVIDIA CORPORATION(NVDA)58,94981,123+22,1747,3279,8522.96%+2,524
CACI INTL INC(CACI)29,30329,303012,53514,7854.45%+2,250
ALPHABET INC(GOOG)12,89524,833+11,9382,3604,1181.24%+1,759
ASTRANA HEALTH INC(ASTH)092,133+92,13305,3381.61%+5,338
ILLUMINA INC(ILMN)047,609+47,60906,2091.87%+6,209
ELI LILLY & CO(LLY)1,1152,337+1,2221,0192,0700.62%+1,051
BROADCOM INC(AVGO)4,46748,129+43,6627,3308,3022.50%+972
INTERNATIONAL BUSINESS MACHS(IBM)019,453+19,45304,3011.29%+4,301
BERKSHIRE HATHAWAY INC DEL014,576+14,57606,7092.02%+6,709
WALMART INC(WMT)54,89954,944+453,7054,4371.33%+732
VANGUARD INDEX FDS26,36526,415+5013,21613,9384.19%+722
ORACLE CORP(ORCL)19,82220,368+5462,8363,4711.04%+634
MICROSOFT CORP(MSFT)32,40635,763+3,35714,80115,3894.63%+588
VANGUARD INTL EQUITY INDEX F43,12045,150+2,0304,8635,4041.63%+541
META PLATFORMS INC(META)4,6214,995+3742,3322,8600.86%+527
HOME DEPOT INC(HD)08,168+8,16803,3101.00%+3,310
AMAZON COM INC(AMZN)35,13039,707+4,5776,9287,3992.22%+471
ALPHABET INC(GOOG)9,08512,830+3,7451,6762,1450.65%+469
MASIMO CORP025,991+25,99103,4651.04%+3,465
ISHARES TR11,43711,492+556,2726,6291.99%+357
PNC FINL SVCS GROUP INC(PNC)01,649+1,64903050.09%+305
SPDR S&P 500 ETF TR(SPY)014,327+14,32708,2202.47%+8,220
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
04,561+4,56102840.09%+284
GE VERNOVA INC(GEV)01,058+1,05802700.08%+270
AMGEN INC(AMGN)3,6294,286+6571,1291,3810.42%+252
VENTAS INC(VTR)03,853+3,85302470.07%+247
GE AEROSPACE(GE)04,325+4,32508160.25%+816
VANGUARD INDEX FDS01,213+1,21302440.07%+244
FAIR ISAAC CORP(FICO)53553508011,0400.31%+239
VANGUARD INDEX FDS02,425+2,42502360.07%+236
TESLA INC(TSLA)4,5954,588-79641,2000.36%+236
PHILIP MORRIS INTL INC(PM)11,74711,741-61,1891,4250.43%+236
NUCOR CORP(NUE)01,513+1,51302270.07%+227
3M CO(MMM)01,649+1,64902250.07%+225
KORN FERRY(KFY)43,72241,656-2,0662,9103,1340.94%+224
LOUISIANA PAC CORP(LPX)02,040+2,04002190.07%+219
JOHNSON & JOHNSON(JNJ)014,244+14,24402,3080.69%+2,308
RADNET INC(RDNT)20,00020,00001,1711,3880.42%+217
PROCTER AND GAMBLE CO(PG)18,96319,057+943,0863,3010.99%+215
UBER TECHNOLOGIES INC(UBER)02,834+2,83402130.06%+213
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
05,481+5,48102090.06%+209
INTUITIVE SURGICAL INC3,7943,791-31,6551,8620.56%+207
ISHARES TR05,645+5,64502070.06%+207
SCHWAB STRATEGIC TR04,937+4,93702030.06%+203
SPDR GOLD TR(GLD)0832+83202020.06%+202
IDEXX LABS INC(IDXX)0400+40002020.06%+202
BANK HAWAII CORP03,200+3,20002010.06%+201
ISHARES TR010,169+10,16902,2460.68%+2,246
LOCKHEED MARTIN CORP(LMT)1,5471,545-27229030.27%+182
MCDONALDS CORP(MCD)03,194+3,19409730.29%+973
EDISON INTL(EIX)09,948+9,94808660.26%+866
S&P GLOBAL INC(SPGI)2,3622,377+151,0541,2280.37%+174
VANGUARD INDEX FDS10,94910,950+12,9353,1010.93%+166
CATERPILLAR INC(CAT)02,581+2,58101,0100.30%+1,010
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
060,240+60,24002,5110.76%+2,511
LOWES COS INC(LOW)02,408+2,40806520.20%+652
SPDR SER TR
ST STR SP DIV
08,920+8,92001,2670.38%+1,267
ABBVIE INC(ABBV)05,188+5,18801,0240.31%+1,024
NETFLIX INC(NFLX)3,0863,111+252,0792,2070.66%+128
SEMPRA(SRE)10,00010,488+4887508770.26%+127
COCA COLA CO(KO)14,86114,811-509401,0640.32%+124
VANGUARD TAX-MANAGED FDS24,24624,974+7281,1991,3190.40%+120
ISHARES TR
LOW CA OP MS ETF
3,3613,706+3456167270.22%+111
NIKE INC(NKE)04,849+4,84904290.13%+429
AMERICAN EXPRESS CO(AXP)3,1143,091-237288380.25%+110
MESABI TR(MSB)020,856+20,85604690.14%+469
ISHARES TR06,407+6,40701,2630.38%+1,263
BLACKSTONE INC(BX)03,416+3,41605230.16%+523
ISHARES TR07,528+7,52807670.23%+767
WILLIAMS SONOMA INC(WSM)06,183+6,18309580.29%+958
BRISTOL-MYERS SQUIBB CO(BMY)010,365+10,36505360.16%+536
ISHARES TR25,22524,899-3261,9792,0820.63%+103
PEPSICO INC(PEP)07,083+7,08301,2040.36%+1,204
NEXTERA ENERGY INC(NEE)06,308+6,30805330.16%+533
VANGUARD SPECIALIZED FUNDS4,6944,769+758559450.28%+90
EXXON MOBIL CORP015,434+15,43401,8090.54%+1,809
UNITED RENTALS INC(URI)0523+52304240.13%+424
AT&T INC(T)28,51628,595+795416290.19%+88
ISHARES TR09,429+9,42901,1030.33%+1,103
MICROSTRATEGY INC(MSTR)02,520+2,52004250.13%+425
PARSONS CORP DEL(PSN)03,376+3,37603500.11%+350
VANGUARD INTL EQUITY INDEX F16,97517,151+1767458210.25%+76
ALTRIA GROUP INC(MO)19,50019,074-4268989740.29%+76
SHOPIFY INC(SHOP)05,012+5,01204020.12%+402
PROSHARES TR
ULTRPRO S&P500
7,8937,915+226106820.21%+72
VANGUARD INDEX FDS01,635+1,63503880.12%+388
RUSH STREET INTERACTIVE INC(RSI)50,00050,00004735430.16%+70
VANGUARD WORLD FD06,630+6,63008500.26%+850
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,5101,868+3582603240.10%+64
THERMO FISHER SCIENTIFIC INC(TMO)0730+73004520.14%+452
SCHWAB STRATEGIC TR09,096+9,09604680.14%+468
MONDELEZ INTL INC(MDLZ)6,8576,908+514475090.15%+62
ISHARES TR
CORE MSCI EAFE
011,741+11,74109160.28%+916
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
028,543+28,54301,8510.56%+1,851
ISHARES TR03,660+3,66006950.21%+695
MASTERCARD INCORPORATED(MA)01,052+1,05205200.16%+520
ISHARES TR20,59720,266-3311,5401,5990.48%+59
ISHARES TR3,6793,674-51,0971,1550.35%+58
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
025,904+25,90401,0720.32%+1,072
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