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Chris Werner

@Westmount Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$329.165MTotal holdings218
Assets growth rate-1.01%Assets growth rate (2-Q avg)-0.5%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Westmount Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Westmount Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 329.165M in assets, with a quarterly growth rate of -1.01% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Chris Werner, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -0.15%
12.51%
$41.167M
164,393 shares@ $250.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 1.97%
4.67%
$15.37M
36,465 shares@ $421.5 avg price
VOOVanguard Index Fds
Recent Activity
Increased 1.68%
4.4%
$14.471M
26,857 shares@ $538.82 avg price
CACICaci Intl Inc
Recent Activity
Decreased -0.03%
3.6%
$11.836M
29,293 shares@ $404.07 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.61%
3.42%
$11.225M
48,419 shares@ $231.85 avg price
NVDANvidia Corporation
Recent Activity
Increased 2.57%
3.4%
$11.174M
83,204 shares@ $134.3 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 3.32%
2.64%
$8.675M
14,802 shares@ $586.08 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -3.8%
2.55%
$8.38M
38,197 shares@ $219.4 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 19.22%
2.4%
$7.877M
17,377 shares@ $453.29 avg price
IVVIshares Tr
Recent Activity
Increased 0.1%
2.06%
$6.771M
11,503 shares@ $588.66 avg price