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Westmount Partners Portfolio holdings

AUM $457M
1-Year Est. Return 31.05%
This Fund
S&P 500
This Quarter Est. Return
+4.05%
1 Year Est. Return
+31.05%
3 Year Est. Return
+100.94%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$329M
AUM Growth
-$3.37M
Cap. Flow
-$9.69M
Cap. Flow %
-2.94%
Top 10 Hldgs %
41.6%
Holding
235
New
5
Increased
89
Reduced
68
Closed
17

Top Buys

1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.29M
2
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$471K
3
META icon
Meta Platforms (Facebook)
META
+$385K
4
BX icon
Blackstone
BX
+$363K
5
MSFT icon
Microsoft
MSFT
+$299K

Top Sells

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$10.3M
2
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$431K
3
AMZN icon
Amazon
AMZN
+$309K
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$294K
5
BLK icon
Blackrock
BLK
+$254K

Sector Composition

1 Technology 32.44%
2 Healthcare 8.35%
3 Financials 7.87%
4 Consumer Discretionary 5.5%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KFY icon
26
Korn Ferry
KFY
$4.01B
$2.81M 0.85%
41,656
– –
DFUV icon
27
Dimensional US Marketwide Value ETF
DFUV
$15.3B
$2.47M 0.75%
60,240
– –
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.32T
$2.44M 0.74%
12,822
-8
-0.1% -$1.41K
DIS icon
29
Walt Disney
DIS
$173B
$2.3M 0.7%
20,679
-1,978
-9% -$208K
IWM icon
30
iShares Russell 2000 ETF
IWM
$82.6B
$2.29M 0.7%
10,364
+195
+2% +$44.5K
JPM icon
31
JPMorgan Chase
JPM
$912B
$2.28M 0.69%
9,521
-473
-5% -$110K
USFR icon
32
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
$2.21M 0.67%
43,836
+599
+1% +$30.2K
WFC icon
33
Wells Fargo
WFC
$267B
$2.2M 0.67%
31,352
-295
-0.9% -$20.1K
V icon
34
Visa
V
$694B
$2.09M 0.63%
6,608
-477
-7% -$143K
HOOD icon
35
Robinhood
HOOD
$95.2B
$2.04M 0.62%
54,631
– –
JNJ icon
36
Johnson & Johnson
JNJ
$602B
$2.02M 0.61%
13,957
-287
-2% -$44.5K
ISRG icon
37
Intuitive Surgical
ISRG
$142B
$1.98M 0.6%
3,791
– –
EFA icon
38
iShares MSCI EAFE ETF
EFA
$76.9B
$1.91M 0.58%
25,319
+420
+2% +$33.3K
DFAS icon
39
Dimensional US Small Cap ETF
DFAS
$15.2B
$1.86M 0.56%
28,543
– –
CUSD
40
DELISTED
CrossingBridge Ultra-Short Duration ETF
CUSD
$1.72M 0.52%
83,087
+7,568
+10% +$163K
AOA icon
41
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$1.7M 0.52%
22,233
+1,967
+10% +$154K
TSLA icon
42
Tesla
TSLA
$1.47T
$1.66M 0.51%
4,122
-466
-10% -$150K
XOM icon
43
ExxonMobil
XOM
$605B
$1.63M 0.5%
15,175
-259
-2% -$30.3K
LLY icon
44
Eli Lilly
LLY
$1.04T
$1.6M 0.49%
2,069
-268
-11% -$222K
QCOM icon
45
Qualcomm
QCOM
$180B
$1.54M 0.47%
10,045
+1,450
+17% +$237K
IVW icon
46
iShares S&P 500 Growth ETF
IVW
$74.2B
$1.5M 0.45%
14,739
-92
-0.6% -$9.18K
PM icon
47
Philip Morris
PM
$296B
$1.43M 0.43%
11,866
+125
+1% +$15.8K
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$125B
$1.4M 0.43%
13,936
-40
-0.3% -$3.93K
RDNT icon
49
RadNet
RDNT
$4.95B
$1.4M 0.42%
20,000
– –
ITOT icon
50
iShares Core S&P Total US Stock Market ETF
ITOT
$94.6B
$1.37M 0.42%
10,629
+33
+0.3% +$4.27K
1
2
3 4 5

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MFS
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MIC
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
FC
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TCMP
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BRF
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EIA
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OCM
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Westmount Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Westmount Partners held 235 positions worth $329M, down 1% from $333M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Westmount Partners's Q4 2024 filing shows 5 new, 89 increased, 68 reduced and 17 closed positions. Its largest new stake was Reddit: 2,390 shares worth $391K. The largest sale was iShares 0-1 Year Treasury Bond ETF, an estimated $10.3M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Healthcare and Financials.

  • Westmount Partners's largest Q4 2024 buy was Reddit: 2,390 shares worth $391K.
  • Westmount Partners added most to Berkshire Hathaway Class B in Q4 2024, an estimated $1.29M increase.
  • Westmount Partners's biggest Q4 2024 reduction was State Street DoubleLine Total Return Tactical ETF, cutting an estimated $431K.
  • Westmount Partners fully exited iShares 0-1 Year Treasury Bond ETF in Q4 2024, selling an estimated $10.3M.
  • Westmount Partners's ten largest holdings make up 42% of its $329M portfolio in Q4 2024.
  • Westmount Partners opened 5 new positions and closed 17 in Q4 2024.
  • Westmount Partners's portfolio value fell 1% quarter-over-quarter to $329M.

Based on Westmount Partners's 13F filing for Q4 2024, filed 13 Jan 2025.