Portfolio (Quarterly)
Guide ↗
Westmount Partners, LLC
· CIK 0002051491| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IDMO | INVESCO EXCH TRADED FD TR II | — | 40,000.0 | $2.4M | 0.53% | NEW | — | $60.29 | +4.7% |
| 2 | ABNB | AIRBNB INC | Consumer Cyclical | 7,661.0 | $1.1M | 0.24% | NEW | — | $143.09 | +32.6% |
| 3 | IDEV | ISHARES TR | — | 6,827.0 | $608K | 0.13% | NEW | — | $89.01 | +5.2% |
| 4 | DGRO | ISHARES TR | — | 7,100.0 | $538K | 0.12% | NEW | — | $75.79 | +5.3% |
| 5 | TECL | DIREXION SHARES ETF TRUST | — | 2,202.0 | $508K | 0.11% | NEW | — | $230.74 | -18.0% |
| 6 | MU CALL | MICRON TECHNOLOGY INC | Technology | 400.0 | $462K | 0.10% | NEW | — | $1154.29 | -19.1% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | — | 2,143.0 | $456K | 0.10% | NEW | — | $212.74 | +4.2% |
| 8 | SMH | VANECK ETF TRUST | — | 674.0 | $442K | 0.10% | NEW | — | $656.28 | -15.4% |
| 9 | ARTY | ISHARES TR | — | 4,969.0 | $378K | 0.08% | NEW | — | $76.17 | -2.9% |
| 10 | SOXL CALL | DIREXION SHARES ETF TRUST | — | 1,400.0 | $373K | 0.08% | NEW | — | $266.71 | -56.3% |
| 11 | — | FORTINET INC | — | 2,321.0 | $357K | 0.08% | NEW | — | $153.62 | — |
| 12 | — | NEBIUS GROUP N.V. | — | 1,249.0 | $345K | 0.07% | NEW | — | $276.17 | — |
| 13 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 718.0 | $299K | 0.07% | NEW | — | $415.77 | -4.6% |
| 14 | MU | MICRON TECHNOLOGY INC | Technology | 247.0 | $285K | 0.06% | NEW | — | $1154.82 | -19.1% |
| 15 | STX | SEAGATE TECHNOLOGY HLDNGS PL | Technology | 269.0 | $260K | 0.06% | NEW | — | $966.20 | -14.8% |
| 16 | SCHD | SCHWAB STRATEGIC TR | — | 8,084.0 | $256K | 0.06% | NEW | — | $31.71 | +10.7% |
| 17 | AMG | AFFILIATED MANAGERS GROUP | Financial Services | 661.0 | $224K | 0.05% | NEW | — | $338.41 | +6.9% |
| 18 | MFC | MANULIFE FINL CORP | Financial Services | 5,393.0 | $218K | 0.05% | NEW | — | $40.51 | +5.7% |
| 19 | LRCX CALL | LAM RESEARCH CORP | Technology | 500.0 | $217K | 0.05% | NEW | — | $433.33 | -27.5% |
| 20 | VOOG | VANGUARD ADMIRAL FDS INC | — | 2,612.0 | $216K | 0.05% | NEW | — | $82.61 | +0.9% |
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
49.6%
Financial Services
14.1%
Consumer Cyclical
8.4%
Healthcare
7.7%
Communication Services
6.8%
Consumer Defensive
5.2%
Industrials
4.4%
Energy
1.9%
Utilities
1.3%
Basic Materials
0.3%