Westmount Partners, LLC Purchases in Q4 2024

Westmount Partners, LLC

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
290
+ 0.6%
$159.67 - $250.0 $46.3K - $72.5K
48.4K $11.2B
NVDA
Nvidia Corp

Technology
2.08K
+ 2.57%
$117.0 - $148.88 $243K - $310K
83.2K $11.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.8K
+ 19.22%
$442.29 - $483.08 $1.24M - $1.35M
17.4K $7.88B
NFLX
Netflix Inc

Communication Services
118
+ 3.79%
$687.65 - $936.56 $81.1K - $111K
3.23K $2.88B
WMT
Walmart Inc.

Consumer Defensive
886
+ 1.61%
$79.1 - $95.7 $70.1K - $84.8K
55.8K $5.04B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
442
+ 1.67%
$521.84 - $558.82 $231K - $247K
26.9K $14.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.7K
+ 744.52%
$22.4 - $68.28 $620K - $1.89M
31.4K $727M
SPY
Spdr S&P 500 ETF Trust

ETFs
475
+ 3.32%
$567.81 - $607.81 $270K - $289K
14.8K $8.68B
META
Meta Platforms, Inc.

Communication Services
656
+ 13.13%
$554.08 - $632.68 $363K - $415K
5.65K $3.31B
BX
Blackstone Inc.

Financial Services
2.09K
+ 61.04%
$148.45 - $199.05 $310K - $415K
5.5K $948M
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 6.13%
$873.59 - $994.69 $196K - $223K
3.88K $3.56B
QQQ
Invesco Qqq Trust, Series 1

ETFs
167
+ 2.07%
$481.22 - $538.17 $80.4K - $89.9K
8.24K $4.21B
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.4K
+ 213.36%
$25.33 - $51.16 $492K - $993K
28.5K $737M
GRMN
Garmin LTD

Technology
1K
+ 73.37%
$161.91 - $220.77 $162K - $221K
2.36K $487M
MS
Morgan Stanley

Financial Services
1.75K
New
$104.42 - $134.99 $183K - $236K
1.75K $220M
APO
Apollo Global Management, Inc.

Financial Services
91
+ 1.82%
$131.36 - $178.61 $12K - $16.3K
5.09K $841M
ALL
Allstate Corp

Financial Services
1.05K
New
$181.25 - $208.2 $190K - $219K
1.05K $202M
WSM
Williams Sonoma Inc

Consumer Cyclical
59
+ 0.95%
$129.13 - $198.21 $7.62K - $11.7K
6.24K $1.16B
BAC
Bank Of America Corp

Financial Services
2.09K
+ 10.29%
$39.22 - $47.77 $82.1K - $100K
22.4K $986M
PAA
Plains All American Pipeline LP

Energy
10.3K
New
$16.27 - $18.67 $168K - $193K
10.3K $177M
IVV
Ishares Core S&P 500 ETF

ETFs
11
+ 0.1%
$570.51 - $610.59 $6.28K - $6.72K
11.5K $6.77B
SHOP
Shopify Inc.

Technology
60
+ 1.2%
$78.14 - $119.49 $4.69K - $7.17K
5.07K $539M
GLD
Spdr Gold Trust

ETFs
539
+ 64.78%
$236.59 - $257.5 $128K - $139K
1.37K $332M
NNOX
Nano X Imaging Ltd.

Healthcare
13.9K
+ 90.85%
$5.67 - $8.38 $78.8K - $116K
29.2K $210M
HON
Honeywell International Inc

Industrials
122
+ 2.64%
$202.84 - $236.0 $24.7K - $28.8K
4.74K $1.07B
AOA
Ishares Tr Core Aggressive All

ETFs
1.97K
+ 9.71%
$76.61 - $79.88 $151K - $157K
22.2K $1.7B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.3K
+ 229.15%
$18.41 - $40.87 $208K - $462K
16.3K $301M
BA
Boeing CO

Industrials
21
+ 0.61%
$138.14 - $180.72 $2.9K - $3.8K
3.49K $617M
SPC
Trust For Professional Mgr Cro

ETFs
7.57K
+ 10.02%
$20.66 - $21.79 $156K - $165K
83.1K $1.72B
VUG
Vanguard Growth ETF

ETFs
2
+ 0.06%
$378.79 - $428.11 $758 - $856
3.29K $1.35B
NOW
Service Now, Inc.

Technology
40
+ 14.81%
$867.18 - $1148.42 $34.7K - $45.9K
310 $329M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
213
+ 11.4%
$172.07 - $207.36 $36.7K - $44.2K
2.08K $411M
QCOM
Qualcomm Inc

Technology
1.45K
+ 16.87%
$150.4 - $178.04 $218K - $258K
10K $1.54B
MA
Mastercard Inc

Financial Services
75
+ 7.13%
$491.3 - $536.15 $36.8K - $40.2K
1.13K $593M
CRM
Salesforce, Inc.

Technology
15
+ 1.44%
$270.87 - $367.87 $4.06K - $5.52K
1.06K $353M
EEM
Ishares Msci Emerging Markets

ETFs
2.18K
+ 24.74%
$41.82 - $47.36 $91K - $103K
11K $459M
VT
Vanguard Total World Stk Index

ETFs
1.31K
+ 2.91%
$117.09 - $123.07 $154K - $161K
46.5K $5.46B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
918
+ 6.78%
$77.86 - $79.27 $71.5K - $72.8K
14.5K $1.13B
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 0.1%
$51.92 - $59.94 $519 - $599
10.4K $587M
GILD
Gilead Sciences, Inc.

Healthcare
243
+ 7.92%
$83.95 - $97.9 $20.4K - $23.8K
3.31K $306M
CSCO
Cisco Systems, Inc.

Technology
163
+ 2.71%
$52.45 - $60.02 $8.55K - $9.78K
6.17K $365M
IWM
Ishares Russell 2000 ETF

ETFs
195
+ 1.92%
$216.13 - $242.4 $42.1K - $47.3K
10.4K $2.29B
SCHG
Schwab Strategic Tr Us Large C

ETFs
15.1K
+ 300.18%
$25.93 - $105.3 $391K - $1.59M
20.1K $561M
ITOT
Ishares Core S&P Total U.S. St

ETFs
33
+ 0.31%
$124.26 - $134.12 $4.1K - $4.43K
10.6K $1.37B
USFR
Wisdomtree Floating Rate Treas

ETFs
599
+ 1.39%
$50.23 - $50.46 $30.1K - $30.2K
43.8K $2.21B
VGT
Vanguard Information Technolog

ETFs
7
+ 0.88%
$571.78 - $647.97 $4K - $4.54K
805 $500M
BOND
Pimco Active Bond Exchange Tra

ETFs
494
+ 10.64%
$90.42 - $94.5 $44.7K - $46.7K
5.14K $465M
MO
Altria Group, Inc.

Consumer Defensive
24
+ 0.13%
$49.06 - $57.74 $1.18K - $1.39K
19.1K $999M
UPRO
Proshares Trust Proshares Ultr

ETFs
43
+ 0.54%
$82.66 - $99.48 $3.55K - $4.28K
7.96K $705M
Activity Summary
Buys All Purchases 95 New Holdings 5 Increased Positions 90 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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