Westmount Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WP Westmount Partners, LLC | Institutional Filer | ▲ 1.24% | $406.1M | 262 |
Current Portfolio Holdings
Showing all 262 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 173K | $43.8M | 10.80% |
| 2 | NVDA | NVIDIA Corporation | Technology | 90K | $15.6M | 3.85% |
| 3 | AVGO | Broadcom Inc. | Technology | 48K | $14.9M | 3.68% |
| 4 | VOO | VANGUARD INDEX FDS | — | 24K | $14.4M | 3.55% |
| 5 | MSFT | Microsoft Corporation | Technology | 38K | $14.1M | 3.46% |
| 6 | CACI | CACI International Inc | Technology | 21K | $11.6M | 2.86% |
| 7 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 48K | $10.0M | 2.46% |
| 8 | GOOGL | Alphabet Inc. | Technology | 33K | $9.4M | 2.32% |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 18K | $8.8M | 2.16% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 13K | $8.7M | 2.14% |
| 11 | VT | VANGUARD INTL EQUITY INDEX F | — | 56K | $7.7M | 1.90% |
| 12 | IVV | ISHARES TR | — | 12K | $7.6M | 1.88% |
| 13 | WMT | Walmart Inc. | Consumer Defensive | 57K | $7.1M | 1.75% |
| 14 | VTI | VANGUARD INDEX FDS | — | 20K | $6.5M | 1.61% |
| 15 | QQQ | Invesco QQQ Trust | — | 9K | $5.4M | 1.34% |
Showing 1 to 15 of 262 holdings