Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | JPM | JPMORGAN CHASE & CO | Financial Services | 9,124.0 | $2.7M | 0.66% | +399.0 | +4.6% | $294.17 | +0.7% |
| 22 | ABBV | ABBVIE INC | Healthcare | 12,184.0 | $2.6M | 0.65% | +7K | +143.4% | $217.49 | +0.3% |
| 23 | TSLA | TESLA INC | Consumer Cyclical | 7,110.0 | $2.6M | 0.65% | +3K | +61.9% | $371.74 | +18.8% |
| 24 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 17,399.0 | $2.5M | 0.62% | +2K | +16.8% | $144.44 | +1.1% |
| 25 | IVE | ISHARES TR | — | 11,689.0 | $2.5M | 0.61% | +5K | +80.3% | $211.16 | +8.0% |
| 26 | LLY | ELI LILLY & CO | Healthcare | 2,307.0 | $2.1M | 0.52% | +249.0 | +12.1% | $919.93 | +22.7% |
| 27 | IWM | ISHARES TR | — | 8,182.0 | $2.0M | 0.50% | +250.0 | +3.1% | $248.00 | +17.9% |
| 28 | IVW | ISHARES TR | — | 16,634.0 | $1.9M | 0.46% | +2K | +13.0% | $113.11 | +23.4% |
| 29 | SCHF | SCHWAB STRATEGIC TR | — | 60,797.0 | $1.5M | 0.37% | +386.0 | +0.6% | $24.75 | +11.9% |
| 30 | IEFA | ISHARES TR | — | 15,037.0 | $1.4M | 0.34% | +392.0 | +2.7% | $90.53 | +8.2% |
| 31 | BA | BOEING CO | Industrials | 6,810.0 | $1.4M | 0.33% | +4K | +149.2% | $199.03 | +14.8% |
| 32 | AMGN | AMGEN INC | Healthcare | 3,796.0 | $1.3M | 0.33% | +112.0 | +3.0% | $351.82 | -4.4% |
| 33 | QCOM | QUALCOMM INC | Technology | 10,363.0 | $1.3M | 0.33% | +195.0 | +1.9% | $128.78 | +89.9% |
| 34 | GE | GE AEROSPACE | Industrials | 4,658.0 | $1.3M | 0.33% | +2K | +79.7% | $283.76 | +13.0% |
| 35 | CAT | CATERPILLAR INC | Industrials | 1,855.0 | $1.3M | 0.32% | +15.0 | +0.8% | $708.64 | +25.9% |
| 36 | INTC | INTEL CORP | Technology | 28,938.0 | $1.3M | 0.31% | +19K | +179.2% | $44.13 | +173.0% |
| 37 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 6,598.0 | $1.2M | 0.30% | +269.0 | +4.2% | $182.33 | +12.2% |
| 38 | VEA | VANGUARD TAX-MANAGED FDS | — | 18,478.0 | $1.2M | 0.29% | +310.0 | +1.7% | $64.08 | +11.8% |
| 39 | AOR | ISHARES TR | — | 17,285.0 | $1.1M | 0.27% | +1K | +9.3% | $64.35 | +8.0% |
| 40 | EEM | ISHARES TR | — | 19,505.0 | $1.1M | 0.27% | +9K | +83.3% | $56.79 | +20.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
44.6%
Financial Services
13.8%
Healthcare
10.1%
Communication Services
8.7%
Consumer Cyclical
7.6%
Consumer Defensive
5.9%
Industrials
4.8%
Energy
2.6%
Utilities
1.3%
Basic Materials
0.4%