Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 3,502.0 | $562K | 0.14% | NEW | — | $160.40 | +11.3% |
| 122 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 10,356.0 | $559K | 0.14% | NEW | — | $53.94 | +5.5% |
| 123 | ABT | ABBOTT LABS | Healthcare | 4,445.0 | $557K | 0.14% | NEW | — | $125.29 | -31.1% |
| 124 | IWR | ISHARES TR | — | 5,706.0 | $549K | 0.14% | NEW | — | $96.27 | +11.3% |
| 125 | VEU | VANGUARD INTL EQUITY INDEX F | — | 7,360.0 | $541K | 0.14% | NEW | — | $73.56 | +14.1% |
| 126 | NEE | NEXTERA ENERGY INC | Utilities | 6,660.0 | $535K | 0.13% | NEW | — | $80.28 | +8.7% |
| 127 | LRCX | LAM RESEARCH CORP | Technology | 3,096.0 | $530K | 0.13% | NEW | — | $171.17 | +85.8% |
| 128 | GLD | SPDR GOLD TR | Financial Services | 1,334.0 | $529K | 0.13% | NEW | — | $396.31 | +4.2% |
| 129 | DFAT | DIMENSIONAL ETF TRUST | — | 8,876.0 | $528K | 0.13% | NEW | — | $59.54 | +13.5% |
| 130 | VO | VANGUARD INDEX FDS | — | 1,806.0 | $524K | 0.13% | NEW | — | $290.19 | -72.8% |
| 131 | PXH | INVESCO EXCH TRADED FD TR II | — | 20,107.0 | $519K | 0.13% | NEW | — | $25.81 | +12.6% |
| 132 | IEMG | ISHARES INC | — | 7,472.0 | $502K | 0.12% | NEW | — | $67.22 | +24.3% |
| 133 | T | AT&T INC | Communication Services | 19,539.0 | $485K | 0.12% | NEW | — | $24.84 | +0.2% |
| 134 | TOTL | SSGA ACTIVE ETF TR | — | 12,041.0 | $485K | 0.12% | NEW | — | $40.25 | -1.8% |
| 135 | MRK | MERCK & CO INC | Healthcare | 4,571.0 | $481K | 0.12% | NEW | — | $105.26 | +13.9% |
| 136 | DUK | DUKE ENERGY CORP NEW | Utilities | 4,100.0 | $481K | 0.12% | NEW | — | $117.22 | +5.6% |
| 137 | NUE | NUCOR CORP | Basic Materials | 2,929.0 | $478K | 0.12% | NEW | — | $163.11 | +52.8% |
| 138 | PDN | INVESCO EXCH TRADED FD TR II | — | 11,296.0 | $477K | 0.12% | NEW | — | $42.19 | +11.5% |
| 139 | BOND | PIMCO ETF TR | — | 5,096.0 | $474K | 0.12% | NEW | — | $93.08 | -1.1% |
| 140 | CUSD | TRUST FOR PROFESSIONAL MANAG | — | 24,925.0 | $474K | 0.12% | NEW | — | $19.01 | +3.8% |
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
47.3%
Financial Services
14.8%
Healthcare
9.6%
Communication Services
8.9%
Consumer Cyclical
7.3%
Consumer Defensive
5.1%
Industrials
3.8%
Energy
1.7%
Utilities
1.0%
Basic Materials
0.4%