Westmount Partners, LLC Purchases in Q4 2025

Westmount Partners, LLC

  • $401 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
10.4K
+ 6.51%
$245.27 - $275.25 $2.55M - $2.86M
170K $46.2B
NVDA
Nvidia Corp

Technology
21.6K
+ 31.71%
$179.83 - $207.04 $3.89M - $4.48M
89.8K $16.7B
BMRC
Bank Of Marin Bancorp

Financial Services
115K
New
$22.7 - $26.39 $2.6M - $3.02M
115K $2.98B
GOOGL
Alphabet Inc.

Communication Services
3.82K
+ 15.39%
$236.57 - $291.31 $904K - $1.11M
28.6K $8.97B
AMZN
Amazon Com Inc

Consumer Cyclical
4.31K
+ 11.48%
$213.04 - $254.0 $918K - $1.09M
41.8K $9.65B
GOOG
Alphabet Inc.

Communication Services
103
+ 0.78%
$237.49 - $291.74 $24.5K - $30K
13.4K $4.19B
AVGO
Broadcom Inc.

Technology
139
+ 0.29%
$324.63 - $385.98 $45.1K - $53.7K
48.2K $16.7B
VTI
Vanguard Total Stock Market Et

ETFs
1.53K
+ 7.79%
$321.8 - $337.95 $491K - $515K
21.1K $7.08B
LLY
Eli Lilly & CO

Healthcare
8
+ 0.39%
$799.57 - $1025.28 $6.4K - $8.2K
2.06K $2.21B
SHV
Ishares Tr

ETFs
3.6K
New
$110.15 - $110.49 $396K - $397K
3.6K $396M
VGT
Vanguard Information Technolog

ETFs
500
+ 58.82%
$736.33 - $801.52 $368K - $401K
1.35K $1.02B
TMO
Thermo Fisher Scientific Inc.

Healthcare
500
+ 66.93%
$524.58 - $588.02 $262K - $294K
1.25K $723M
TECL
Direxion Daily Technology Bull

ETFs
2.2K
New
$118.89 - $152.7 $261K - $336K
2.2K $258M
TRV
Travelers Companies, Inc.

Financial Services
868
New
$261.57 - $287.42 $227K - $249K
868 $252M
VT
Vanguard Total World Stk Index

ETFs
779
+ 1.45%
$135.16 - $141.78 $105K - $110K
54.5K $7.69B
BBIO
Bridge Bio Pharma, Inc.

Healthcare
3.16K
New
$52.86 - $66.62 $167K - $210K
3.16K $241M
JNJ
Johnson & Johnson

Healthcare
129
+ 1.3%
$185.98 - $199.58 $24K - $25.7K
10K $2.08B
Linde PLC
500
New
N/A
500 $213M
MELI
Mercadolibre Inc

Consumer Cyclical
110
+ 105.77%
$2024.98 - $2360.76 $223K - $260K
214 $431M
Grail Inc
150
+ 1.85%
N/A
8.28K $709M
IBM
International Business Machines Corp

Technology
32
+ 0.17%
$275.97 - $314.98 $8.83K - $10.1K
19.3K $5.71B
ICLN
Ishares

ETFs
11.8K
New
$15.78 - $18.1 $187K - $214K
11.8K $194M
Celestica Inc
300
+ 13.64%
N/A
2.5K $739M
AMD
Advanced Micro Devices Inc

Technology
452
+ 28.41%
$164.01 - $264.33 $74.1K - $119K
2.04K $437M
CAT
Caterpillar Inc

Industrials
3
+ 0.16%
$480.82 - $585.49 $1.44K - $1.76K
1.84K $1.05B
RTX
Raytheon Technologies Corp

Industrials
740
+ 60.41%
$157.0 - $179.44 $116K - $133K
1.97K $360M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
144
+ 0.85%
$475.68 - $513.11 $68.5K - $73.9K
17K $8.57B
IEMG
Ishares Inc

ETFs
1.96K
+ 35.53%
N/A
7.47K $502M
CVNA
Carvana Co.

Consumer Cyclical
267
+ 31.41%
$290.14 - $395.41 $77.5K - $106K
1.12K $471M
AXP
American Express CO

Financial Services
104
+ 5.0%
$316.26 - $372.77 $32.9K - $38.8K
2.19K $808M
META
Meta Platforms, Inc.

Communication Services
611
+ 12.47%
$609.01 - $751.67 $372K - $459K
5.51K $3.64B
AMGN
Amgen Inc

Healthcare
14
+ 0.38%
$290.13 - $341.71 $4.06K - $4.78K
3.68K $1.21B
SHOP
Shopify Inc.

Technology
270
+ 5.29%
$146.04 - $179.01 $39.4K - $48.3K
5.38K $866M
TSLA
Tesla, Inc.

Consumer Cyclical
299
+ 7.31%
$401.99 - $468.37 $120K - $140K
4.39K $1.97B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.78K
+ 2.75%
$31.41 - $33.69 $55.9K - $60K
66.4K $2.17B
FNDF
Schwab Fundamental Intl Large

ETFs
111
+ 0.3%
$42.35 - $45.18 $4.7K - $5.01K
37.6K $1.7B
AOR
Ishares Tr Core Growth Allocat

ETFs
948
+ 6.37%
$63.43 - $65.6 $60.1K - $62.2K
15.8K $1.03B
CSCO
Cisco Systems, Inc.

Technology
215
+ 4.41%
$67.46 - $78.0 $14.5K - $16.8K
5.09K $392M
QCOM
Qualcomm Inc

Technology
61
+ 0.6%
$153.59 - $187.68 $9.37K - $11.4K
10.2K $1.74B
MS
Morgan Stanley

Financial Services
102
+ 6.07%
$151.86 - $169.92 $15.5K - $17.3K
1.78K $316M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.0%
$25.85 - $27.19 $25.9 - $27.2
105K $2.83B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
50
+ 2.35%
$280.66 - $305.09 $14K - $15.3K
2.18K $661M
IVE
Ishares S&P 500 Value ETF

ETFs
73
+ 1.14%
$202.52 - $212.07 $14.8K - $15.5K
6.48K $1.37B
ITOT
Ishares Core S&P Total U.S. St

ETFs
130
+ 1.21%
$142.79 - $150.05 $18.6K - $19.5K
10.9K $1.62B
GS
Goldman Sachs Group Inc

Financial Services
3
+ 0.65%
$744.6 - $838.97 $2.23K - $2.52K
462 $406M
CRM
Salesforce, Inc.

Technology
37
+ 3.08%
$235.69 - $263.41 $8.72K - $9.75K
1.24K $328M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
142
+ 3.49%
$222.59 - $233.46 $31.6K - $33.2K
4.21K $970M
IWF
Ishares Russell 1000 Gr ETF

ETFs
77
+ 2.46%
$459.47 - $491.71 $35.4K - $37.9K
3.2K $1.51B
GRMN
Garmin LTD

Technology
609
+ 39.19%
$194.13 - $259.77 $118K - $158K
2.16K $439M
Activity Summary
Buys All Purchases 105 New Holdings 8 Increased Positions 97 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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