Westmount Partners, LLC Sells in Q4 2025

Westmount Partners, LLC

  • $401 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-27.2K
- 46.77%
$91.46 - $91.76 $2.49M - $2.5M
31K $2.83B
ORCL
Oracle Corp

Technology
-136
- 0.71%
$217.57 - $313.0 $29.6K - $42.6K
18.9K $3.69B
SPC
Trust For Professional Mgr Cro

ETFs
-51.9K
- 67.54%
$21.67 - $22.33 $1.12M - $1.16M
24.9K $474M
IWM
Ishares Russell 2000 ETF

ETFs
-2.55K
- 24.34%
$236.79 - $250.33 $604K - $639K
7.93K $1.95B
MASI
Masimo Corp

Healthcare
-1.63K
- 6.32%
$140.65 - $153.72 $230K - $251K
24.2K $3.15B
FICO
Fair Isaac Corp

Technology
-339
- 43.18%
$1512.71 - $1879.55 $513K - $637K
446 $754M
IEO
Ishares Tr

ETFs
-4.12K
- 49.38%
$86.77 - $94.6 $357K - $390K
4.22K $377M
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-4.27K
- 5.1%
N/A
79.4K $1.97B
HD
Home Depot, Inc.

Consumer Cyclical
-11
- 0.17%
$358.03 - $397.02 $3.94K - $4.37K
6.54K $2.25B
MO
Altria Group, Inc.

Consumer Defensive
-4.2K
- 34.4%
$56.38 - $66.65 $237K - $280K
8.01K $462M
IYR
Ishares Tr

ETFs
-2.77K
- 35.48%
$93.69 - $98.5 $260K - $273K
5.04K $473M
VEA
Vanguard Ftse Developed Market

ETFs
-4.61K
- 20.24%
$59.18 - $62.09 $273K - $286K
18.2K $1.13B
UNH
Unitedhealth Group Inc

Healthcare
-412
- 39.88%
$320.52 - $369.92 $132K - $152K
621 $205M
PG
Procter & Gamble CO

Consumer Defensive
-13
- 0.09%
$145.5 - $153.18 $1.89K - $1.99K
14.9K $2.14B
AOA
Ishares Tr Core Aggressive All

ETFs
-2.02K
- 5.25%
$86.51 - $90.12 $174K - $182K
36.4K $3.26B
Ishares Bitcoin Trust ETF
-617
- 11.53%
N/A
4.74K $235M
ABT
Abbott Laboratories

Healthcare
-438
- 8.97%
$123.62 - $134.59 $54.1K - $59K
4.45K $557M
DIS
Walt Disney CO

Communication Services
-961
- 5.17%
$105.69 - $116.65 $102K - $112K
17.6K $2.01B
HON
Honeywell International Inc

Industrials
-122
- 2.86%
$194.07 - $220.67 $23.7K - $26.9K
4.15K $809M
BX
Blackstone Inc.

Financial Services
-64
- 1.16%
$138.42 - $168.45 $8.86K - $10.8K
5.44K $838M
ABBV
Abb Vie Inc.

Healthcare
-21
- 0.42%
$211.96 - $244.38 $4.45K - $5.13K
5.01K $1.14B
NKE
Nike, Inc.

Consumer Cyclical
-487
- 9.62%
$60.8 - $74.57 $29.6K - $36.3K
4.58K $292M
CDNS
Cadence Design Systems Inc

Technology
-100
- 9.09%
$314.93 - $353.36 $31.5K - $35.3K
1K $313M
Ge Vernova Inc
-156
- 26.67%
N/A
429 $281M
NU
Nu Holdings Ltd.

Financial Services
-7.06K
- 24.01%
$14.73 - $16.39 $104K - $116K
22.4K $374M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-914
- 7.04%
$75.19 - $77.98 $68.7K - $71.3K
12.1K $936M
PLTR
Palantir Technologies Inc.

Technology
-188
- 7.16%
$172.14 - $207.18 $32.4K - $38.9K
2.44K $433M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.06K
- 4.24%
$66.04 - $69.67 $69.9K - $73.8K
23.9K $1.67B
PSX
Phillips 66

Energy
-7
- 0.09%
$126.76 - $142.32 $887 - $996
7.93K $1.02B
BSX
Boston Scientific Corp

Healthcare
-416
- 15.76%
$94.95 - $104.98 $39.5K - $43.7K
2.22K $212M
USFR
Wisdomtree Floating Rate Treas

ETFs
-765
- 1.79%
$50.24 - $50.4 $38.4K - $38.6K
42.1K $2.12B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-194
- 2.2%
$136.06 - $140.64 $26.4K - $27.3K
8.63K $1.2B
Starz Entertainment Corp.
-2
- 0.02%
N/A
10K $117M
V
Visa Inc.

Financial Services
-133
- 2.02%
$325.75 - $352.42 $43.3K - $46.9K
6.45K $2.26B
BA
Boeing CO

Industrials
-143
- 4.97%
$191.81 - $225.32 $27.4K - $32.2K
2.73K $593M
SBUX
Starbucks Corp

Consumer Cyclical
-263
- 6.59%
$78.46 - $87.26 $20.6K - $22.9K
3.73K $314M
EHI
Western Asset Global High Income Fund Inc.

Financial Services
-3K
- 23.08%
$6.33 - $6.57 $19K - $19.7K
10K $64.1M
PM
Philip Morris International Inc.

Consumer Defensive
-113
- 3.13%
$144.33 - $160.86 $16.3K - $18.2K
3.5K $562M
SYK
Stryker Corp

Healthcare
-25
- 3.57%
$353.81 - $388.35 $8.85K - $9.71K
675 $237M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-119
- 2.53%
$100.37 - $100.72 $11.9K - $12K
4.58K $460M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-203
- 1.66%
$40.28 - $40.85 $8.18K - $8.29K
12K $485M
VNQ
Vanguard Specialized Funds Van

ETFs
-24
- 0.84%
$88.13 - $92.69 $2.12K - $2.22K
2.84K $251M
BOND
Pimco Active Bond Exchange Tra

ETFs
-112
- 2.15%
$93.0 - $94.55 $10.4K - $10.6K
5.1K $474M
VEU
Vanguard Ftse All World Ex Us

ETFs
-302
- 3.94%
$70.2 - $73.89 $21.2K - $22.3K
7.36K $541M
EEM
Ishares Msci Emerging Markets

ETFs
-255
- 2.34%
$51.94 - $56.01 $13.2K - $14.3K
10.6K $582M
MA
Mastercard Inc

Financial Services
-1
- 0.07%
$536.85 - $580.45 $537 - $580
1.36K $778M
DE
Deere & CO

Industrials
-35
- 3.69%
$439.11 - $480.78 $15.4K - $16.8K
913 $425M
EMB
Ishares Tr

ETFs
-30
- 1.23%
$94.63 - $97.03 $2.84K - $2.91K
2.4K $231M
QDF
Flexshares Quality Dividend In

ETFs
-26
- 0.8%
$77.18 - $81.1 $2.01K - $2.11K
3.21K $260M
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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