Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | — | 30,984 | $2.8M | 0.71% | SOLD |
| 2 | GOVI | INVESCO EXCH TRADED FD TR II | — | 40,000 | $2.2M | 0.55% | SOLD |
| 3 | SLV | ISHARES SILVER TR | Financial Services | 11,764 | $758K | 0.19% | SOLD |
| 4 | — | CYBERARK SOFTWARE LTD | — | 1,500 | $669K | 0.17% | SOLD |
| 5 | SGOV | ISHARES TR | — | 4,582 | $460K | 0.12% | SOLD |
| 6 | QYLD | GLOBAL X FDS | — | 24,562 | $434K | 0.11% | SOLD |
| 7 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 214 | $431K | 0.11% | SOLD |
| 8 | SHV | ISHARES TR | — | 3,597 | $396K | 0.10% | SOLD |
| 9 | AGG | ISHARES TR | — | 3,440 | $344K | 0.09% | SOLD |
| 10 | TME | TENCENT MUSIC ENTMT GROUP | Communication Services | 15,000 | $263K | 0.07% | SOLD |
| 11 | TECL | DIREXION SHS ETF TR | — | 2,199 | $258K | 0.06% | SOLD |
| 12 | ACWI | ISHARES TR | — | 1,748 | $247K | 0.06% | SOLD |
| 13 | DHR | DANAHER CORPORATION | Healthcare | 1,076 | $246K | 0.06% | SOLD |
| 14 | INTU | INTUIT | Technology | 343 | $227K | 0.06% | SOLD |
| 15 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,223 | $212K | 0.05% | SOLD |
| 16 | PSN | PARSONS CORP DEL | Industrials | 3,376 | $209K | 0.05% | SOLD |
| 17 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 621 | $205K | 0.05% | SOLD |
| 18 | ICLN | ISHARES TR | — | 11,827 | $194K | 0.05% | SOLD |
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%