Westmount Partners, LLC Sells in Q4 2024

Westmount Partners, LLC

  • $329 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CACI
Caci International Inc

Technology
-10
- 0.03%
N/A
29.3K $11.8B
AMEH
Apollo Medical Holdings, Inc.

Healthcare
-1.8K
- 1.95%
N/A
90.3K $2.85B
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-10.7K
- 41.46%
$39.3 - $41.34 $422K - $444K
15.2K $597M
LLY
Eli Lilly & CO

Healthcare
-268
- 11.47%
$727.2 - $932.06 $195K - $250K
2.07K $1.6B
ORCL
Oracle Corp

Technology
-1.39K
- 6.81%
$165.41 - $192.43 $230K - $267K
19K $3.16B
JNJ
Johnson & Johnson

Healthcare
-287
- 2.01%
$143.34 - $165.86 $41.1K - $47.6K
14K $2.02B
GE
General Electric CO

Industrials
-1.06K
- 24.6%
$159.95 - $194.23 $170K - $207K
3.26K $544M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.28K
- 24.97%
$44.04 - $49.49 $189K - $212K
12.9K $567M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-875
- 34.68%
$316.94 - $357.88 $277K - $313K
1.65K $566M
VEA
Vanguard Ftse Developed Market

ETFs
-1.83K
- 7.32%
$47.57 - $52.44 $87K - $95.9K
23.1K $1.11B
XOM
Exxon Mobil Corp

Energy
-259
- 1.68%
$105.51 - $125.37 $27.3K - $32.5K
15.2K $1.63B
KO
Coca Cola CO

Consumer Defensive
-452
- 3.05%
$61.74 - $71.71 $27.9K - $32.4K
14.4K $894M
PG
Procter & Gamble CO

Consumer Defensive
-345
- 1.81%
$161.05 - $179.7 $55.6K - $62K
18.7K $3.14B
PEP
Pepsico Inc

Consumer Defensive
-157
- 2.22%
$151.29 - $176.1 $23.8K - $27.6K
6.93K $1.05B
INTC
Intel Corp

Technology
-3.06K
- 13.07%
$19.07 - $26.23 $58.4K - $80.3K
20.4K $408M
PSX
Phillips 66

Energy
-9
- 0.11%
$110.35 - $138.93 $993 - $1.25K
7.93K $904M
AMD
Advanced Micro Devices Inc

Technology
-231
- 9.2%
$118.88 - $172.8 $27.5K - $39.9K
2.28K $275M
T
At&T Inc.

Communication Services
-5.86K
- 20.49%
$21.22 - $23.88 $124K - $140K
22.7K $518M
ABBV
Abb Vie Inc.

Healthcare
-43
- 0.83%
$164.99 - $203.87 $7.09K - $8.77K
5.15K $914M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-135
- 1.95%
$59.25 - $72.99 $8K - $9.85K
6.77K $405M
MRK
Merck & Co., Inc.

Healthcare
-233
- 4.18%
$96.31 - $114.76 $22.4K - $26.7K
5.34K $531M
IEFA
Ishares Tr

ETFs
-49
- 0.42%
$70.06 - $77.43 $3.43K - $3.79K
11.7K $822M
EIX
Edison International

Utilities
-267
- 2.68%
$77.93 - $88.36 $20.8K - $23.6K
9.68K $773M
NEE
Nextera Energy Inc

Utilities
-98
- 1.55%
$69.77 - $85.43 $6.84K - $8.37K
6.21K $445M
CVX
Chevron Corp

Energy
-455
- 5.91%
$141.15 - $162.53 $64.2K - $74K
7.24K $1.05B
PFE
Pfizer Inc

Healthcare
-1.64K
- 9.94%
$24.8 - $30.19 $40.7K - $49.6K
14.9K $395M
NKE
Nike, Inc.

Consumer Cyclical
-209
- 4.31%
$73.36 - $89.13 $15.3K - $18.6K
4.64K $351M
VIG
Vanguard Dividend Appreciation

ETFs
-264
- 5.54%
N/A
4.51K $882M
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.46%
$244.52 - $284.07 $2.69K - $3.12K
2.4K $592M
UNH
Unitedhealth Group Inc

Healthcare
-10
- 1.42%
$485.52 - $625.25 $4.86K - $6.25K
696 $352M
MCD
Mcdonalds Corp

Consumer Cyclical
-41
- 1.28%
$288.47 - $316.54 $11.8K - $13K
3.15K $914M
DVY
Ishares Tr

ETFs
-304
- 10.07%
$129.55 - $143.41 $39.4K - $43.6K
2.71K $356M
Ge Vernova Inc
-392
- 37.05%
N/A
666 $219M
VEU
Vanguard Ftse All World Ex Us

ETFs
-74
- 0.89%
$57.29 - $63.1 $4.24K - $4.67K
8.2K $471M
UNP
Union Pacific Corp

Industrials
-3
- 0.16%
$223.15 - $249.32 $669 - $748
1.88K $428M
GLNG
Golar Lng LTD

Energy
-2K
- 22.06%
$34.0 - $43.59 $68K - $87.1K
7.06K $299M
VB
Vanguard Small Cap ETF

ETFs
-159
- 9.72%
$233.76 - $261.58 $37.2K - $41.6K
1.48K $355M
IBM
International Business Machines Corp

Technology
-38
- 0.2%
$204.9 - $238.04 $7.79K - $9.05K
19.4K $4.27B
ACWI
Ishares Msci Acwi ETF

ETFs
-227
- 11.38%
$117.05 - $123.03 $26.6K - $27.9K
1.77K $208M
VBR
Vanguard Small Cap Value ETF

ETFs
-137
- 11.29%
$197.36 - $217.3 $27K - $29.8K
1.08K $213M
VNQ
Vanguard Specialized Funds Van

ETFs
-98
- 4.04%
$87.85 - $98.6 $8.61K - $9.66K
2.33K $207M
ICE
Intercontinental Exchange, Inc.

Financial Services
-16
- 1.1%
$148.29 - $166.93 $2.37K - $2.67K
1.44K $214M
ABT
Abbott Laboratories

Healthcare
-32
- 0.63%
$111.93 - $119.39 $3.58K - $3.82K
5.03K $569M
XLE
Energy Sector Spdr

ETFs
-15
- 0.51%
$83.32 - $97.27 $1.25K - $1.46K
2.92K $250M
VO
Vanguard Mid Cap ETF

ETFs
-14
- 0.76%
$261.5 - $284.63 $3.66K - $3.98K
1.83K $483M
VXF
Vanguard Extended Market ETF

ETFs
-73
- 4.71%
$179.17 - $207.15 $13.1K - $15.1K
1.48K $280M
DE
Deere & CO

Industrials
-7
- 0.74%
$389.45 - $466.0 $2.73K - $3.26K
940 $398M
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-9.9K
- 19.8%
$10.17 - $14.73 $101K - $146K
40.1K $550M
AXP
American Express CO

Financial Services
-239
- 7.73%
$267.35 - $305.57 $63.9K - $73K
2.85K $847M
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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