Fund HoldingsWestmount Partners, LLC

Total Portfolio Value
$329.16M
Total Bought
$15.25M
Total Sold
$30.30M
Net Transaction
-$15.05M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BROADCOM INC(AVGO)48,12948,419+2908,30211,2253.41%+2,923
APPLE INC(AAPL)164,653164,393-26038,36441,16712.51%+2,803
NVIDIA CORPORATION(NVDA)81,12383,204+2,0819,85211,1743.39%+1,322
BERKSHIRE HATHAWAY INC DEL14,57617,377+2,8016,7097,8772.39%+1,168
AMAZON COM INC(AMZN)39,70738,197-1,5107,3998,3802.55%+981
MASIMO CORP25,99125,99103,4654,2961.31%+831
ROBINHOOD MKTS INC(HOOD)054,631+54,63102,0360.62%+2,036
NETFLIX INC(NFLX)3,1113,229+1182,2072,8780.87%+672
WALMART INC(WMT)54,94455,830+8864,4375,0441.53%+608
ALPHABET INC(GOOG)24,83324,577-2564,1184,6521.41%+534
VANGUARD INDEX FDS26,41526,857+44213,93814,4714.40%+533
SCHWAB STRATEGIC TR031,374+31,37407270.22%+727
TESLA INC(TSLA)4,5884,122-4661,2001,6650.51%+464
SPDR S&P 500 ETF TR(SPY)14,32714,802+4758,2208,6752.64%+455
META PLATFORMS INC(META)4,9955,651+6562,8603,3091.01%+449
BLACKSTONE INC(BX)3,4165,501+2,0855239480.29%+425
WELLS FARGO CO NEW(WFC)031,352+31,35202,2020.67%+2,202
REDDIT INC(RDDT)02,390+2,39003910.12%+391
COSTCO WHSL CORP NEW(COST)03,881+3,88103,5561.08%+3,556
ALPHABET INC(GOOG)12,83012,822-82,1452,4420.74%+297
INVESCO QQQ TR08,242+8,24204,2131.28%+4,213
SCHWAB STRATEGIC TR9,09628,503+19,4074687370.22%+269
GARMIN LTD(GRMN)02,363+2,36304870.15%+487
MORGAN STANLEY(MS)01,749+1,74902200.07%+220
APOLLO GLOBAL MGMT INC(APO)05,091+5,09108410.26%+841
MICROSTRATEGY INC(MSTR)2,5202,166-3544256270.19%+202
ALLSTATE CORP(ALL)01,050+1,05002020.06%+202
WILLIAMS SONOMA INC(WSM)6,1836,242+599581,1560.35%+198
GRAYSCALE BITCOIN TRUST ETF(GBTC)08,107+8,10706000.18%+600
BANK AMERICA CORP022,445+22,44509860.30%+986
PLAINS ALL AMERN PIPELINE L(PAA)010,334+10,33401770.05%+177
JPMORGAN CHASE & CO.(JPM)09,521+9,52102,2820.69%+2,282
ILLUMINA INC(ILMN)47,60947,60906,2096,3621.93%+153
ISHARES TR11,49211,503+116,6296,7712.06%+143
VISA INC(V)06,608+6,60802,0880.63%+2,088
SHOPIFY INC(SHOP)5,0125,072+604025390.16%+138
SPDR GOLD TR(GLD)8321,371+5392023320.10%+130
DISNEY WALT CO(DIS)020,679+20,67902,3030.70%+2,303
NANO X IMAGING LTD
ORD SHS
029,200+29,20002100.06%+210
INTUITIVE SURGICAL INC3,7913,79101,8621,9790.60%+116
HONEYWELL INTL INC(HON)04,739+4,73901,0700.33%+1,070
MESABI TR(MSB)20,85620,85604695830.18%+113
ISHARES TR20,26622,233+1,9671,5991,7030.52%+104
SCHWAB STRATEGIC TR4,93716,250+11,3132033010.09%+98
COINBASE GLOBAL INC(COIN)01,437+1,43703570.11%+357
BOEING CO(BA)03,487+3,48706170.19%+617
TRUST FOR PROFESSIONAL MANAG
CROSS BRG ULTRST
083,087+83,08701,7170.52%+1,717
VANGUARD INDEX FDS03,294+3,29401,3520.41%+1,352
ISHARES TR03,484+3,48401,3990.43%+1,399
SERVICENOW INC(NOW)0310+31003290.10%+329
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,8682,081+2133244110.12%+87
QUALCOMM INC(QCOM)010,045+10,04501,5430.47%+1,543
ISHARES TR014,739+14,73901,4960.45%+1,496
POSEIDA THERAPEUTICS INC011,000+11,00001060.03%+106
MASTERCARD INCORPORATED(MA)1,0521,127+755205930.18%+73
SALESFORCE INC(CRM)01,055+1,05503530.11%+353
SCHWAB CHARLES CORP(SCHW)09,687+9,68707170.22%+717
VANGUARD INDEX FDS10,95010,912-383,1013,1620.96%+62
ISHARES TR010,967+10,96704590.14%+459
VANGUARD INTL EQUITY INDEX F45,15046,462+1,3125,4045,4581.66%+54
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
014,454+14,45401,1280.34%+1,128
BRISTOL-MYERS SQUIBB CO(BMY)10,36510,375+105365870.18%+51
GILEAD SCIENCES INC(GILD)03,313+3,31303060.09%+306
CISCO SYS INC(CSCO)06,167+6,16703650.11%+365
ISHARES TR10,16910,364+1952,2462,2900.70%+44
SEMPRA(SRE)10,48810,48808779200.28%+43
CYBERARK SOFTWARE LTD01,000+1,00003330.10%+333
ISHARES TR04,072+4,07205160.16%+516
DARDEN RESTAURANTS INC(DRI)01,684+1,68403140.10%+314
SCHWAB STRATEGIC TR020,117+20,11705610.17%+561
ISHARES TR010,629+10,62901,3670.42%+1,367
AMERIPRISE FINL INC(AMP)0568+56803020.09%+302
WISDOMTREE TR(WT)043,836+43,83602,2060.67%+2,206
VANGUARD WORLD FD
INF TECH ETF
0805+80505000.15%+500
GOLDMAN SACHS GROUP INC(GS)0455+45502600.08%+260
CADENCE DESIGN SYSTEM INC(CDNS)01,050+1,05003150.10%+315
ISHARES TR3,6743,67401,1551,1840.36%+29
BANK HAWAII CORP3,2003,20002012280.07%+27
FAIR ISAAC CORP(FICO)53553501,0401,0650.32%+25
PIMCO ETF TR
ACTIVE BD ETF
05,139+5,13904650.14%+465
ALTRIA GROUP INC(MO)19,07419,098+249749990.30%+25
PROSHARES TR
ULTRPRO S&P500
7,9157,958+436827050.21%+23
SELECT SECTOR SPDR TR
ST STR TECHN ETF
04,514+4,51401,0500.32%+1,050
KEMPER CORP(KMPB)04,035+4,03502680.08%+268
CLEARSIDE BIOMEDICAL INC021,500+21,5000200.01%+20
ISHARES TR02,684+2,68403740.11%+374
SCHWAB STRATEGIC TR033,975+33,97507710.23%+771
PAYCHEX INC(PAYX)02,589+2,58903630.11%+363
MANULIFE FINL CORP(MFC)08,749+8,74902690.08%+269
PNC FINL SVCS GROUP INC(PNC)1,6491,64903053180.10%+13
STRYKER CORPORATION(SYK)0882+88203170.10%+317
ISHARES TR
LOW CA OP MS ETF
3,7063,816+1107277390.22%+12
EATON CORP PLC(ETN)0985+98503270.10%+327
SIXTH STREET SPECIALTY LENDI(TSLX)013,030+13,03002780.08%+278
RADNET INC(RDNT)20,00020,00001,3881,3970.42%+9
8X8 INC NEW011,000+11,0000290.01%+29
INTUIT(INTU)0337+33702120.06%+212
AMERICAN EXPRESS CO(AXP)3,0912,852-2398388470.26%+8
RUSH STREET INTERACTIVE INC(RSI)50,00040,100-9,9005435500.17%+8
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
4,5614,56102842910.09%+7
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