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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
ILMNIllumina Inc
Recent Activity
1.94%
$6.362M
47,609 shares@ $133.64 avg price
VTVanguard Intl Equity Index F
Recent Activity
Increased 2.91%
1.66%
$5.458M
46,462 shares@ $117.48 avg price
WMTWalmart Inc
Recent Activity
Increased 1.62%
1.54%
$5.044M
55,830 shares@ $90.36 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.03%
1.42%
$4.652M
24,577 shares@ $189.3 avg price
MASIMasimo Corp
Recent Activity
1.31%
$4.296M
25,991 shares@ $165.3 avg price
IBMInternational Business Machs
Recent Activity
Decreased -0.19%
1.3%
$4.268M
19,415 shares@ $219.83 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 2.07%
1.29%
$4.213M
8,242 shares@ $511.21 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 6.13%
1.09%
$3.556M
3,881 shares@ $916.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 13.14%
1.01%
$3.309M
5,651 shares@ $585.49 avg price
HDHome Depot Inc
Recent Activity
Increased 0.57%
0.98%
$3.195M
8,214 shares@ $388.97 avg price