Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MASI | MASIMO CORP | Healthcare | 24,232 | $4.3M | 1.06% | SOLD |
| 2 | XSHQ | INVESCO EXCH TRADED FD TR II | — | 40,000 | $2.2M | 0.54% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 4,150 | $938K | 0.23% | SOLD |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | — | 8,420 | $697K | 0.17% | SOLD |
| 5 | VTES | VANGUARD WELLINGTON FD | — | 6,797 | $687K | 0.17% | SOLD |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 1,665 | $650K | 0.16% | SOLD |
| 7 | DFIC | DIMENSIONAL ETF TRUST | — | 16,750 | $595K | 0.15% | SOLD |
| 8 | JBND | J P MORGAN EXCHANGE TRADED F | — | 11,000 | $591K | 0.15% | SOLD |
| 9 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 22,866 | $558K | 0.14% | SOLD |
| 10 | JMST | J P MORGAN EXCHANGE TRADED F | — | 9,900 | $505K | 0.12% | SOLD |
| 11 | CAH | CARDINAL HEALTH INC | Healthcare | 2,338 | $494K | 0.12% | SOLD |
| 12 | MLI | MUELLER INDS INC | Industrials | 3,490 | $387K | 0.10% | SOLD |
| 13 | DIHP | DIMENSIONAL ETF TRUST | — | 10,850 | $350K | 0.09% | SOLD |
| 14 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 6,985 | $349K | 0.09% | SOLD |
| 15 | NOW | SERVICENOW INC | Technology | 3,020 | $316K | 0.08% | SOLD |
| 16 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 8,135 | $313K | 0.08% | SOLD |
| 17 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 1,040 | $286K | 0.07% | SOLD |
| 18 | ADBE | ADOBE INC | Technology | 1,137 | $276K | 0.07% | SOLD |
| 19 | UBER | UBER TECHNOLOGIES INC | Technology | 3,760 | $270K | 0.07% | SOLD |
| 20 | NKE | NIKE INC | Consumer Cyclical | 4,927 | $260K | 0.06% | SOLD |
Sector Allocation
Technology
48.6%
Financial Services
14.0%
Communication Services
8.6%
Consumer Cyclical
8.2%
Healthcare
7.6%
Consumer Defensive
5.1%
Industrials
4.3%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.3%