Westmount Partners, LLC
- SEC CIK
- 0002051491
- 最新申報
- 2026/7/7
2022 年第 4 季持倉
持倉截至 2022/12/31，2025/1/28 申報。只含多頭部位。
- 持股檔數
- 172
- 2022 年第 3 季沒有申報
- 總值
- $1.92 億
- 2022 年第 3 季沒有申報
Westmount Partners, LLC 沒有申報 2022 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 170,995 | $2,222 萬 | 11.5% | – | – | 歷史 |
| CACICACI International Inc | CL A | 32,591 | $979.7 萬 | 5.1% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 47,614 | $962.8 萬 | 5.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 32,614 | $782.1 萬 | 4.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 20,040 | $704.1 萬 | 3.7% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 120,482 | $605.7 萬 | 3.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 14,790 | $456.9 萬 | 2.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,331 | $433.3 萬 | 2.3% | – | – | 歷史 |
| MASIMasimo Corp | COM | 26,703 | $395.1 萬 | 2.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 10,204 | $392.1 萬 | 2.0% | – | – | – |
| ASTHAstrana Health, Inc. | COM NEW | 109,765 | $324.8 萬 | 1.7% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 19,763 | $278.4 萬 | 1.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 30,518 | $256.3 萬 | 1.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 18,068 | $256.2 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 16,126 | $244.4 萬 | 1.3% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 4,334 | $242.3 萬 | 1.3% | – | – | 歷史 |
| KFYKorn Ferry | COM NEW | 45,871 | $232.2 萬 | 1.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 13,127 | $231.9 萬 | 1.2% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 26,673 | $229.9 萬 | 1.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,805 | $207.8 萬 | 1.1% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 60,240 | $201.7 萬 | 1.0% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,282 | $198.4 萬 | 1.0% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 9,226 | $160.9 萬 | 0.8% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 31,180 | $159.5 萬 | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 18,061 | $156.9 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 12,700 | $156.4 萬 | 0.8% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 18,614 | $152.2 萬 | 0.8% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 13,574 | $149.7 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 21,558 | $141.5 萬 | 0.7% | – | – | – |
| Trust for Professional Manag89834G778 | CROSSINGBRDG PRE | 67,000 | $138.6 萬 | 0.7% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 9,143 | $122.6 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,663 | $121.6 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,842 | $121.4 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,253 | $119.5 萬 | 0.6% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,977 | $112.3 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 12,496 | $110.3 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,013 | $107.9 萬 | 0.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 20,506 | $105.1 萬 | 0.5% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 24,702 | $102.0 萬 | 0.5% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 3,759 | $99.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 12,658 | $95.2 萬 | 0.5% | – | – | – |
| QCOMQualcomm Inc | Stock | 8,466 | $93.1 萬 | 0.5% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,107 | $92.3 萬 | 0.5% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 22,918 | $91.8 萬 | 0.5% | – | – | – |
| NFLXNetflix Inc | Stock | 3,090 | $91.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 21,688 | $91.0 萬 | 0.5% | – | – | – |
| GNLGlobal Net Lease, Inc. | COM NEW | 70,485 | $88.6 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 13,891 | $88.4 萬 | 0.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,050 | $86.8 萬 | 0.5% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 38,980 | $84.2 萬 | 0.4% | – | – | – |
| COPConocoPhillips | Stock | 7,033 | $83.0 萬 | 0.4% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 7,810 | $81.3 萬 | 0.4% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,358 | $79.0 萬 | 0.4% | – | – | 歷史 |
| SRESempra | Stock | 5,049 | $78.0 萬 | 0.4% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 10,822 | $77.9 萬 | 0.4% | – | – | 歷史 |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 8,589 | $77.7 萬 | 0.4% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,685 | $77.6 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,634 | $77.4 萬 | 0.4% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,763 | $77.0 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 8,574 | $76.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 12,636 | $75.5 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,416 | $73.2 萬 | 0.4% | – | – | – |
| AMGNAmgen Inc | Stock | 2,753 | $72.3 萬 | 0.4% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 9,251 | $70.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 8,359 | $70.4 萬 | 0.4% | – | – | – |
| BACBank of America Corp | Stock | 20,927 | $69.3 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,233 | $68.5 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,674 | $68.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 6,630 | $68.2 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,529 | $66.7 萬 | 0.3% | – | – | 歷史 |
| RDNTRadNet, Inc. | COM | 35,000 | $65.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 11,500 | $65.0 萬 | 0.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,234 | $64.3 萬 | 0.3% | – | – | – |
| iShares Tr464288851 | US OIL GS EX ETF | 6,812 | $63.3 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 34,005 | $62.6 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,498 | $61.0 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 7,022 | $58.7 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,456 | $58.6 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,977 | $58.4 萬 | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,352 | $58.3 萬 | 0.3% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 12,111 | $57.1 萬 | 0.3% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,807 | $55.2 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,975 | $54.6 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 13,845 | $54.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 13,767 | $53.7 萬 | 0.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 11,719 | $53.6 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,509 | $53.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,592 | $52.8 萬 | 0.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,933 | $52.5 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 2,740 | $52.2 萬 | 0.3% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 14,625 | $51.1 萬 | 0.3% | – | – | 歷史 |
| IONSIonis Pharmaceuticals Inc | COM | 13,462 | $50.8 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,308 | $49.9 萬 | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 4,105 | $48.0 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,810 | $47.7 萬 | 0.2% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 2,747 | $47.7 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,347 | $46.8 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 3,087 | $45.6 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,879 | $45.0 萬 | 0.2% | – | – | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 54,166 | $44.1 萬 | 0.2% | – | – | 歷史 |