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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
TOTL icon
101
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.15B
$597K 0.18%
15,163
-10,741
-41% -$431K
VHT icon
102
Vanguard Health Care ETF
VHT
$18B
$597K 0.18%
2,352
– –
MA icon
103
Mastercard
MA
$479B
$593K 0.18%
1,127
+75
+7% +$38.8K
LOW icon
104
Lowe's Companies
LOW
$117B
$592K 0.18%
2,397
-11
-0.5% -$2.94K
BMY icon
105
Bristol-Myers Squibb
BMY
$124B
$587K 0.18%
10,375
+10
+0.1% +$559
MSB
106
Mesabi Trust
MSB
$323M
$583K 0.18%
20,856
– –
ABT icon
107
Abbott
ABT
$174B
$569K 0.17%
5,027
-32
-0.6% -$3.7K
VWO icon
108
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$567K 0.17%
12,869
-4,282
-25% -$199K
MGK icon
109
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$566K 0.17%
8,240
-4,375
-35% -$294K
SCHG icon
110
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$561K 0.17%
20,117
+9
+0% +$246
RSI icon
111
Rush Street Interactive
RSI
$3.32B
$550K 0.17%
40,100
-9,900
-20% -$120K
IWR icon
112
iShares Russell Mid-Cap ETF
IWR
$56.5B
$544K 0.17%
6,158
– –
GE icon
113
GE Aerospace
GE
$365B
$544K 0.17%
3,261
-1,064
-25% -$190K
SHOP icon
114
Shopify
SHOP
$161B
$539K 0.16%
5,072
+60
+1% +$5.84K
MRK icon
115
Merck
MRK
$315B
$531K 0.16%
5,337
-233
-4% -$24K
T icon
116
AT&T
T
$151B
$518K 0.16%
22,736
-5,859
-20% -$132K
IWP icon
117
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$516K 0.16%
4,072
– –
VGT icon
118
Vanguard Information Technology ETF
VGT
$139B
$500K 0.15%
6,440
+56
+0.9% +$4.3K
DFAT icon
119
Dimensional US Targeted Value ETF
DFAT
$14.4B
$494K 0.15%
8,876
– –
GRMN
120
Garmin
GRMN
$48.1B
$487K 0.15%
2,363
+1,000
+73% +$196K
VO icon
121
Vanguard Mid-Cap ETF
VO
$105B
$483K 0.15%
7,308
-56
-0.8% -$3.8K
VEU icon
122
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$471K 0.14%
8,200
-74
-0.9% -$4.46K
IONS icon
123
Ionis Pharmaceuticals
IONS
$8.92B
$471K 0.14%
13,462
– –
BOND icon
124
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$465K 0.14%
5,139
+494
+11% +$45.5K
EEM icon
125
iShares MSCI Emerging Markets ETF
EEM
$28.1B
$459K 0.14%
10,967
+2,175
+25% +$96.4K
3 4
5
6 7

Similar funds

AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
MIC
Maxi Investments CY Limassol, Cyprus $458M AUM 0.99% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $457M AUM 6.46% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $456M AUM 13.52% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return

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.