The Analysis of Westmount Partners, LLC's Holdings
Currently, Westmount Partners, LLC holds 246 types of securities in its portfolio with a total value $401.1M. In the most recent quarter, they have increased their positions in NVDA (+21.6K shares, valued at $4.0M), BMRC (+114.6K shares, valued at $3.0M), AAPL (+10.4K shares, valued at $2.8M); decreased their positions in BIL (-27.2K shares, valued at $2.5M), SPC (-51.9K shares, valued at $985.4K), ILMN (-7.5K shares, valued at $984.5K); initiated new positions in BMRC (+114.6K shares, valued at $3.0M), SHV (+3.6K shares, valued at $396.2K), TECL (+2.2K shares, valued at $258.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC170.0K shares6.51%2025-12-312026-01-15
MSFT MICROSOFT CORP35.8K shares1.23%2025-12-312026-01-15 NVDA NVIDIA CORPORATION89.8K shares31.71%2025-12-312026-01-15 BROADCOM INC BROADCOM INC48.2K shares0.29%2025-12-312026-01-15 CACI CACI INTL INC21.3K shares0.00%2025-12-312026-01-15 AMZN AMAZON COM INC41.8K shares11.48%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR13.7K shares-0.07%2025-12-312026-01-15 ALPHABET INC ALPHABET INC28.6K shares15.39%2025-12-312026-01-15 IVV ISHARES TR11.6K shares-0.47%2025-12-312026-01-15 VT VANGUARD INTL EQUITY INDEX F54.5K shares1.45%2025-12-312026-01-15 VTI VANGUARD INDEX FDS21.1K shares7.79%2025-12-312026-01-15 WMT WALMART INC55.0K shares-0.27%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS19.3K shares0.17%2025-12-312026-01-15 ILMN ILLUMINA INC40.1K shares-15.77%2025-12-312026-01-15 ALPHABET INC ALPHABET INC13.4K shares0.78%2025-12-312026-01-15 ORCL ORACLE CORP18.9K shares-0.71%2025-12-312026-01-15 META META PLATFORMS INC5.5K shares12.47%2025-12-312026-01-15 AOA ISHARES TR36.4K shares-5.25%2025-12-312026-01-15 HOOD ROBINHOOD MKTS INC28.6K shares0.00%2025-12-312026-01-15 MASI MASIMO CORP24.2K shares-6.32%2025-12-312026-01-15 IJR ISHARES TR26.1K shares0.30%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW3.5K shares0.00%2025-12-312026-01-15 BMRC BANK MARIN BANCORP114.6K sharesnew addition2025-12-312026-01-15 WFC WELLS FARGO CO NEW30.6K shares-0.03%2025-12-312026-01-15 SCHX SCHWAB STRATEGIC TR105.3K shares0.00%2025-12-312026-01-15 BIL SPDR SERIES TRUST31.0K shares-46.77%2025-12-312026-01-15 NFLX NETFLIX INC30.1K shares914.65%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.8.7K shares-2.49%2025-12-312026-01-15 DFUV DIMENSIONAL ETF TRUST60.2K shares0.00%2025-12-312026-01-15 KFY KORN FERRY41.5K shares0.00%2025-12-312026-01-15 EFA ISHARES TR25.1K shares-1.71%2025-12-312026-01-15 V VISA INC6.5K shares-2.02%2025-12-312026-01-15 HD HOME DEPOT INC6.5K shares-0.17%2025-12-312026-01-15 GOVI INVESCO EXCH TRADED FD TR II40.0K shares0.00%2025-12-312026-01-15 LLY ELI LILLY & CO2.1K shares0.39%2025-12-312026-01-15 FNDX SCHWAB STRATEGIC TR79.7K shares-0.13%2025-12-312026-01-15 SCHG SCHWAB STRATEGIC TR66.4K shares2.75%2025-12-312026-01-15 PG PROCTER AND GAMBLE CO14.9K shares-0.09%2025-12-312026-01-15 USFR WISDOMTREE TR42.1K shares-1.79%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON10.0K shares1.30%2025-12-312026-01-15 ISRG INTUITIVE SURGICAL INC3.6K shares-6.84%2025-12-312026-01-15 DIS DISNEY WALT CO17.6K shares-5.17%2025-12-312026-01-15 TSLA TESLA INC4.4K shares7.31%2025-12-312026-01-15 ASTH ASTRANA HEALTH INC79.4K shares-5.10%2025-12-312026-01-15 IWM ISHARES TR7.9K shares-24.34%2025-12-312026-01-15 IVW ISHARES TR14.7K shares0.03%2025-12-312026-01-15 IWB ISHARES TR4.8K shares0.00%2025-12-312026-01-15 VUG VANGUARD INDEX FDS3.6K shares0.08%2025-12-312026-01-15 QCOM QUALCOMM INC10.2K shares0.60%2025-12-312026-01-15 FNDF SCHWAB STRATEGIC TR37.6K shares0.30%2025-12-312026-01-15 XOM EXXON MOBIL CORP13.9K shares-0.07%2025-12-312026-01-15 DFAS DIMENSIONAL ETF TRUST23.9K shares-4.24%2025-12-312026-01-15 ITOT ISHARES TR10.9K shares1.21%2025-12-312026-01-15 IWF ISHARES TR3.2K shares2.46%2025-12-312026-01-15 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-15 SCHF SCHWAB STRATEGIC TR60.4K shares0.28%2025-12-312026-01-15 RDNT RADNET INC20.0K shares0.00%2025-12-312026-01-15 IVE ISHARES TR6.5K shares1.14%2025-12-312026-01-15 XLK SELECT SECTOR SPDR TR9.2K shares99.05%2025-12-312026-01-15 IEFA ISHARES TR14.6K shares38.58%2025-12-312026-01-15 FNDA SCHWAB STRATEGIC TR40.4K shares-0.35%2025-12-312026-01-15 SCHA SCHWAB STRATEGIC TR44.7K shares0.00%2025-12-312026-01-15 BAC BANK AMERICA CORP22.3K shares-0.48%2025-12-312026-01-15 AMGN AMGEN INC3.7K shares0.38%2025-12-312026-01-15 SDY SPDR SERIES TRUST8.6K shares-2.20%2025-12-312026-01-15 DFAX DIMENSIONAL ETF TRUST36.1K shares0.00%2025-12-312026-01-15 ABBV ABBVIE INC5.0K shares-0.42%2025-12-312026-01-15 VEA VANGUARD TAX-MANAGED FDS18.2K shares-20.24%2025-12-312026-01-15 WSM WILLIAMS SONOMA INC6.3K shares0.36%2025-12-312026-01-15 CAT CATERPILLAR INC1.8K shares0.16%2025-12-312026-01-15 VCSH VANGUARD SCOTTSDALE FDS13.1K shares0.03%2025-12-312026-01-15 AOR ISHARES TR15.8K shares6.37%2025-12-312026-01-15 IONS IONIS PHARMACEUTICALS INC13.0K shares0.00%2025-12-312026-01-15 PSX PHILLIPS 667.9K shares-0.09%2025-12-312026-01-15 VGT VANGUARD WORLD FD1.4K shares58.82%2025-12-312026-01-15 VIG VANGUARD SPECIALIZED FUNDS4.4K shares0.02%2025-12-312026-01-15 CRBN ISHARES TR4.2K shares3.49%2025-12-312026-01-15 UPRO PROSHARES TR8.4K shares0.67%2025-12-312026-01-15 SCZ ISHARES TR12.1K shares-7.04%2025-12-312026-01-15 FNDE SCHWAB STRATEGIC TR26.0K shares0.00%2025-12-312026-01-15 SCHE SCHWAB STRATEGIC TR27.5K shares0.00%2025-12-312026-01-15 KO COCA COLA CO12.5K shares0.15%2025-12-312026-01-15 SRE SEMPRA9.9K shares0.00%2025-12-312026-01-15 SHOP SHOPIFY INC5.4K shares5.29%2025-12-312026-01-15 SCHB SCHWAB STRATEGIC TR32.8K shares0.10%2025-12-312026-01-15 HON HONEYWELL INTL INC4.1K shares-2.86%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO2.2K shares5.00%2025-12-312026-01-15 MSB MESABI TR20.9K shares0.00%2025-12-312026-01-15 VB VANGUARD INDEX FDS3.1K shares0.00%2025-12-312026-01-15 IJH ISHARES TR12.2K shares0.26%2025-12-312026-01-15 GE AEROSPACE GE AEROSPACE2.6K shares0.86%2025-12-312026-01-15 MA MASTERCARD INCORPORATED1.4K shares-0.07%2025-12-312026-01-15 SLV ISHARES SILVER TR11.8K shares-6.34%2025-12-312026-01-15 FICO FAIR ISAAC CORP446 shares-43.18%2025-12-312026-01-15 MGK VANGUARD WORLD FD1.8K shares-0.22%2025-12-312026-01-15 TMO THERMO FISHER SCIENTIFIC INC1.2K shares66.93%2025-12-312026-01-15 IWD ISHARES TR3.4K shares0.00%2025-12-312026-01-15 GRAL GRAIL INC8.3K shares1.85%2025-12-312026-01-15 VWO VANGUARD INTL EQUITY INDEX F13.0K shares1.03%2025-12-312026-01-15 VTV VANGUARD INDEX FDS3.7K shares0.00%2025-12-312026-01-15 RSI RUSH STREET INTERACTIVE INC35.1K shares0.00%2025-12-312026-01-15 VHT VANGUARD WORLD FD2.4K shares0.00%2025-12-312026-01-15 CYBR CYBERARK SOFTWARE LTD1.5K shares0.00%2025-12-312026-01-15 MCD MCDONALDS CORP2.2K shares0.56%2025-12-312026-01-15 COP CONOCOPHILLIPS7.1K shares1.14%2025-12-312026-01-15 GBTC GRAYSCALE BITCOIN TRUST ETF9.7K shares21.33%2025-12-312026-01-15 TSM TAIWAN SEMICONDUCTOR MFG LTD2.2K shares2.35%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP1.3K shares0.00%2025-12-312026-01-15 BA BOEING CO2.7K shares-4.97%2025-12-312026-01-15 LOW LOWES COS INC2.4K shares1.46%2025-12-312026-01-15 EEM ISHARES TR10.6K shares-2.34%2025-12-312026-01-15 RDDT REDDIT INC2.5K shares-1.95%2025-12-312026-01-15 PEP PEPSICO INC4.0K shares0.38%2025-12-312026-01-15 CVX CHEVRON CORP NEW3.7K shares1.25%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC3.5K shares-3.13%2025-12-312026-01-15 BMY BRISTOL-MYERS SQUIBB CO10.4K shares-0.50%2025-12-312026-01-15 ABT ABBOTT LABS4.4K shares-8.97%2025-12-312026-01-15 IWR ISHARES TR5.7K shares0.00%2025-12-312026-01-15 VEU VANGUARD INTL EQUITY INDEX F7.4K shares-3.94%2025-12-312026-01-15 NEE NEXTERA ENERGY INC6.7K shares1.91%2025-12-312026-01-15 GLD SPDR GOLD TR1.3K shares-2.91%2025-12-312026-01-15 DFAT DIMENSIONAL ETF TRUST8.9K shares0.00%2025-12-312026-01-15 VO VANGUARD INDEX FDS1.8K shares0.33%2025-12-312026-01-15 IEMG ISHARES INC7.5K shares35.53%2025-12-312026-01-15 T AT&T INC19.5K shares0.65%2025-12-312026-01-15 TOTL SSGA ACTIVE ETF TR12.0K shares-1.66%2025-12-312026-01-15 NUE NUCOR CORP2.9K shares0.00%2025-12-312026-01-15 PDN INVESCO EXCH TRADED FD TR II11.3K shares0.00%2025-12-312026-01-15 BOND PIMCO ETF TR5.1K shares-2.15%2025-12-312026-01-15 SPC TRUST FOR PROFESSIONAL MANAG24.9K shares-67.54%2025-12-312026-01-15 IYR ISHARES TR5.0K shares-35.48%2025-12-312026-01-15 CVNA CARVANA CO1.1K shares31.41%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP4.7K shares0.22%2025-12-312026-01-15 MO ALTRIA GROUP INC8.0K shares-34.40%2025-12-312026-01-15 IXUS ISHARES TR5.4K shares1.89%2025-12-312026-01-15 SGOV ISHARES TR4.6K shares-2.53%2025-12-312026-01-15 IUSG ISHARES TR2.7K shares0.07%2025-12-312026-01-15 UNP UNION PAC CORP1.9K shares0.47%2025-12-312026-01-15 GRMN GARMIN LTD2.2K shares39.19%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC2.0K shares28.41%2025-12-312026-01-15 QYLD GLOBAL X FDS24.6K shares0.00%2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC2.4K shares-7.16%2025-12-312026-01-15 MELI MERCADOLIBRE INC214 shares105.77%2025-12-312026-01-15 DE DEERE & CO913 shares-3.69%2025-12-312026-01-15 URI UNITED RENTALS INC523 shares0.00%2025-12-312026-01-15 CSX CSX CORP11.4K shares0.34%2025-12-312026-01-15 VYM VANGUARD WHITEHALL FDS2.9K shares0.56%2025-12-312026-01-15 GS GOLDMAN SACHS GROUP INC462 shares0.65%2025-12-312026-01-15 ALNY ALNYLAM PHARMACEUTICALS INC1.0K shares0.00%2025-12-312026-01-15 CMCSA COMCAST CORP NEW13.3K shares0.19%2025-12-312026-01-15 SHV ISHARES TR3.6K sharesnew addition2025-12-312026-01-15 SCHV SCHWAB STRATEGIC TR13.3K shares0.00%2025-12-312026-01-15 CSCO CISCO SYS INC5.1K shares4.41%2025-12-312026-01-15 INTC INTEL CORP10.4K shares3.74%2025-12-312026-01-15 TQQQ PROSHARES TR7.2K shares105.20%2025-12-312026-01-15 IEO ISHARES TR4.2K shares-49.38%2025-12-312026-01-15 BKNG BOOKING HOLDINGS INC70 shares0.00%2025-12-312026-01-15 NU NU HLDGS LTD22.4K shares-24.01%2025-12-312026-01-15 EIX EDISON INTL6.2K shares5.75%2025-12-312026-01-15 VSS VANGUARD INTL EQUITY INDEX F2.5K shares0.00%2025-12-312026-01-15 COIN COINBASE GLOBAL INC1.6K shares-15.82%2025-12-312026-01-15 RTX RTX CORPORATION2.0K shares60.41%2025-12-312026-01-15 NTHI NEONC TECHNOLOGIES HLDGS INC43.3K shares7.74%2025-12-312026-01-15 TIP ISHARES TR3.2K shares0.00%2025-12-312026-01-15 GILD GILEAD SCIENCES INC2.8K shares-8.99%2025-12-312026-01-15 AGG ISHARES TR3.4K shares0.00%2025-12-312026-01-15 DFUS DIMENSIONAL ETF TRUST4.6K shares0.00%2025-12-312026-01-15 AOM ISHARES TR7.1K shares2.16%2025-12-312026-01-15 GLNG GOLAR LNG LTD9.1K shares0.02%2025-12-312026-01-15 PNC PNC FINL SVCS GROUP INC1.6K shares0.00%2025-12-312026-01-15 ASML ASML HOLDING N V314 shares0.00%2025-12-312026-01-15 CRM SALESFORCE INC1.2K shares3.08%2025-12-312026-01-15 FENI FIDELITY COVINGTON TRUST8.9K shares0.99%2025-12-312026-01-15 WM WASTE MGMT INC DEL1.5K shares0.27%2025-12-312026-01-15 MS MORGAN STANLEY1.8K shares6.07%2025-12-312026-01-15 SBUX STARBUCKS CORP3.7K shares-6.59%2025-12-312026-01-15 CDNS CADENCE DESIGN SYSTEM INC1.0K shares-9.09%2025-12-312026-01-15 REXR REXFORD INDL RLTY INC8.0K shares0.00%2025-12-312026-01-15 SHEL SHELL PLC4.2K shares0.00%2025-12-312026-01-15 VXF VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-15 NYT NEW YORK TIMES CO4.4K shares0.00%2025-12-312026-01-15 VZ VERIZON COMMUNICATIONS INC7.2K shares12.47%2025-12-312026-01-15 NKE NIKE INC4.6K shares-9.62%2025-12-312026-01-15 PAYX PAYCHEX INC2.6K shares0.00%2025-12-312026-01-15 XNTK SPDR SERIES TRUST1.0K shares0.00%2025-12-312026-01-15 RL RALPH LAUREN CORP803 shares0.00%2025-12-312026-01-15 TSLX SIXTH STREET SPECIALTY LENDI13.0K shares0.00%2025-12-312026-01-15 GEV GE VERNOVA INC429 shares-26.67%2025-12-312026-01-15 CVS CVS HEALTH CORP3.5K shares0.00%2025-12-312026-01-15 CRWD CROWDSTRIKE HLDGS INC585 shares0.00%2025-12-312026-01-15 ED CONSOLIDATED EDISON INC2.8K shares0.00%2025-12-312026-01-15 DFIV DIMENSIONAL ETF TRUST5.5K shares0.00%2025-12-312026-01-15 IDXX IDEXX LABS INC400 shares0.00%2025-12-312026-01-15 MAT MATTEL INC13.6K shares0.00%2025-12-312026-01-15 MMM 3M CO1.7K shares1.57%2025-12-312026-01-15 IJK ISHARES TR2.8K shares0.00%2025-12-312026-01-15 TJX TJX COS INC NEW1.7K shares0.00%2025-12-312026-01-15 CWB SPDR SERIES TRUST3.0K shares0.34%2025-12-312026-01-15 TME TENCENT MUSIC ENTMT GROUP15.0K shares0.00%2025-12-312026-01-15 QDF FLEXSHARES TR3.2K shares-0.80%2025-12-312026-01-15 PFE PFIZER INC10.4K shares17.86%2025-12-312026-01-15 TECL DIREXION SHS ETF TR2.2K sharesnew addition2025-12-312026-01-15 XLE SELECT SECTOR SPDR TR5.7K shares100.00%2025-12-312026-01-15 TRV TRAVELERS COMPANIES INC868 sharesnew addition2025-12-312026-01-15 VNQ VANGUARD INDEX FDS2.8K shares-0.84%2025-12-312026-01-15 ACWI ISHARES TR1.7K shares-1.24%2025-12-312026-01-15 DHR DANAHER CORPORATION1.1K shares0.00%2025-12-312026-01-15 STWD STARWOOD PPTY TR INC13.7K shares0.71%2025-12-312026-01-15 ICE INTERCONTINENTAL EXCHANGE IN1.5K shares3.28%2025-12-312026-01-15 BBIO BRIDGEBIO PHARMA INC3.2K sharesnew addition2025-12-312026-01-15 EAOA ISHARES TR5.7K shares1.24%2025-12-312026-01-15 SYK STRYKER CORPORATION675 shares-3.57%2025-12-312026-01-15 IBIT ISHARES BITCOIN TRUST ETF4.7K shares-11.53%2025-12-312026-01-15 PFG PRINCIPAL FINANCIAL GROUP IN2.6K shares0.00%2025-12-312026-01-15 EMB ISHARES TR2.4K shares-1.23%2025-12-312026-01-15 NOW SERVICENOW INC1.5K shares361.18%2025-12-312026-01-15 INTU INTUIT343 shares0.88%2025-12-312026-01-15 ALL ALLSTATE CORP1.1K shares0.00%2025-12-312026-01-15 VBR VANGUARD INDEX FDS1.0K shares0.00%2025-12-312026-01-15 LINDE PLC LINDE PLC500 sharesnew addition2025-12-312026-01-15 EAOR ISHARES TR6.0K shares3.60%2025-12-312026-01-15 BSX BOSTON SCIENTIFIC CORP2.2K shares-15.76%2025-12-312026-01-15 PSN PARSONS CORP DEL3.4K shares0.00%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC621 shares-39.88%2025-12-312026-01-15 ICLN ISHARES TR11.8K sharesnew addition2025-12-312026-01-15 GSBD GOLDMAN SACHS BDC INC14.8K shares0.00%2025-12-312026-01-15 NNOX NANO X IMAGING LTD24.2K shares0.00%2025-12-312026-01-15 EHI WESTERN ASSET GBL HIGH INC F10.0K shares-23.08%2025-12-312026-01-15 PNBK PATRIOT NATL BANCORP INC20.0K sharesnew addition2025-12-312026-01-15 OPK OPKO HEALTH INC18.6K shares12.08%2025-12-312026-01-15 FATE FATE THERAPEUTICS INC10.1K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available