Chris Werner

@Westmount Partners, Llc

Latest period2024 - Q4

Reported5d ago

Managed Assets$329.165M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SHVIshares Tr Recent Activity Exited	0%	$10.291M 93,022 shares@ $110.64 avg price	Exited
BLKBlackrock Inc Recent Activity Exited	0%	$254,469 268 shares@ $949.52 avg price	Exited
LRCXLam Research Corp Recent Activity Exited	0%	$252,611 310 shares@ $814.88 avg price	Exited
VTRVentas Inc Recent Activity Exited	0%	$247,087 3,853 shares@ $64.13 avg price	Exited
NUENucor Corp Recent Activity Exited	0%	$227,464 1,513 shares@ $150.34 avg price	Exited
TXTTextron Inc Recent Activity Exited	0%	$226,796 2,560 shares@ $88.6 avg price	Exited
LPXLouisiana Pac Corp Recent Activity Exited	0%	$219,218 2,040 shares@ $107.46 avg price	Exited
UBERUber Technologies Inc Recent Activity Exited	0%	$213,003 2,834 shares@ $75.16 avg price	Exited
CVSCvs Health Corp Recent Activity Exited	0%	$211,340 3,361 shares@ $62.89 avg price	Exited
DFIVDimensional Etf Trust Recent Activity Exited	0%	$208,716 5,481 shares@ $38.08 avg price	Exited