Westmount Partners, LLC Incresed Positions in Q4 2024

Westmount Partners, LLC

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
110
+ 2.97%
$192.71 - $203.05 $21.2K - $22.3K
3.82K $739M
ETN
Eaton Corp PLC

Industrials
30
+ 3.14%
$326.96 - $377.52 $9.81K - $11.3K
985 $327M
EGHT
8 X8 Inc

Technology
1K
+ 10.0%
$1.85 - $3.19 $1.85K - $3.19K
11K $29.4M
INTU
Intuit Inc

Technology
10
+ 3.06%
$602.01 - $706.25 $6.02K - $7.06K
337 $212M
AOR
Ishares Tr Core Growth Allocat

ETFs
515
+ 4.29%
$57.32 - $59.66 $29.5K - $30.7K
12.5K $718M
CWB
Spdr Bloomberg Convertible Sec

ETFs
13
+ 0.45%
$76.21 - $82.24 $991 - $1.07K
2.92K $227M
PM
Philip Morris International Inc.

Consumer Defensive
125
+ 1.06%
$118.38 - $133.06 $14.8K - $16.6K
11.9K $1.43B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
27
+ 0.96%
$126.68 - $134.74 $3.42K - $3.64K
2.85K $364M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
27
+ 0.22%
$61.68 - $67.87 $1.67K - $1.83K
12.4K $773M
ACN
Accenture PLC

Technology
6
+ 0.61%
$343.9 - $376.86 $2.06K - $2.26K
995 $350M
WM
Waste Management Inc

Industrials
9
+ 0.62%
$201.79 - $228.46 $1.82K - $2.06K
1.45K $293M
TXN
Texas Instruments Inc

Technology
79
+ 6.29%
N/A
1.33K $250M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.03%
$128.08 - $140.32 $128 - $140
3.26K $421M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.85K
+ 199.98%
$25.79 - $80.4 $228K - $712K
13.3K $346M
IEO
Ishares Tr

ETFs
47
+ 0.62%
$85.22 - $101.77 $4.01K - $4.78K
7.62K $683M
MMM
3 M CO

Industrials
22
+ 1.33%
$124.74 - $137.12 $2.74K - $3.02K
1.67K $216M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.94K
+ 200.03%
$26.93 - $84.95 $214K - $674K
11.9K $325M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
41
+ 0.43%
$113.92 - $127.38 $4.67K - $5.22K
9.47K $1.09B
STWD
Starwood Property Trust, Inc.

Real Estate
82
+ 0.58%
$18.95 - $20.37 $1.55K - $1.67K
14.2K $269M
MSFT
Microsoft Corp

Technology
702
+ 1.96%
$406.35 - $454.46 $285K - $319K
36.5K $15.4B
Fidelity Covington Trust
50
+ 0.58%
N/A
8.6K $237M
CSX
Csx Corp

Industrials
39
+ 0.34%
$31.58 - $36.88 $1.23K - $1.44K
11.4K $367M
DUK
Duke Energy Corp

Utilities
28
+ 0.71%
$105.76 - $120.76 $2.96K - $3.38K
3.95K $426M
SBUX
Starbucks Corp

Consumer Cyclical
4
+ 0.09%
$87.44 - $102.5 $350 - $410
4.39K $400M
IXUS
Ishares Tr

ETFs
99
+ 1.79%
$65.95 - $72.56 $6.53K - $7.18K
5.62K $372M
IEMG
Ishares Inc

ETFs
38
+ 0.63%
N/A
6.08K $318M
SPGI
S&P Global Inc.

Financial Services
25
+ 1.05%
$480.36 - $529.17 $12K - $13.2K
2.4K $1.2B
COP
Conocophillips

Energy
76
+ 1.08%
$95.12 - $114.72 $7.23K - $8.72K
7.12K $706M
IVE
Ishares S&P 500 Value ETF

ETFs
20
+ 0.31%
$189.5 - $206.17 $3.79K - $4.12K
6.43K $1.23B
CMCSA
Comcast Corp

Communication Services
933
+ 5.45%
$37.39 - $45.14 $34.9K - $42.1K
18K $677M
IYR
Ishares Tr

ETFs
283
+ 3.76%
$90.74 - $102.87 $25.7K - $29.1K
7.81K $727M
NVO
Novo Nordisk A S

Healthcare
279
+ 13.12%
$85.0 - $120.04 $23.7K - $33.5K
2.41K $207M
GIS
General Mills Inc

Consumer Defensive
24
+ 0.47%
$62.78 - $74.62 $1.51K - $1.79K
5.16K $329M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
510
+ 3.91%
$60.13 - $67.31 $30.7K - $34.3K
13.6K $824M
CAT
Caterpillar Inc

Industrials
4
+ 0.15%
$360.37 - $416.88 $1.44K - $1.67K
2.59K $938M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
33
+ 0.37%
$131.66 - $144.0 $4.34K - $4.75K
8.95K $1.18B
HD
Home Depot, Inc.

Consumer Cyclical
46
+ 0.56%
$385.02 - $431.37 $17.7K - $19.8K
8.21K $3.19B
EFA
Ishares Tr Msci Eafe ETF

ETFs
420
+ 1.69%
$75.1 - $82.99 $31.5K - $34.9K
25.3K $1.91B
AMGN
Amgen Inc

Healthcare
15
+ 0.35%
$258.78 - $328.31 $3.88K - $4.92K
4.3K $1.12B
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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