test

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
DISDisney Walt Co
Recent Activity
Decreased -8.73%
0.7%
$2.303M
20,679 shares@ $111.36 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -4.73%
0.7%
$2.282M
9,521 shares@ $239.7 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -0.93%
0.67%
$2.202M
31,352 shares@ $70.24 avg price
VVisa Inc
Recent Activity
Decreased -6.73%
0.64%
$2.088M
6,608 shares@ $316.04 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.01%
0.62%
$2.018M
13,957 shares@ $144.63 avg price
TSLATesla Inc
Recent Activity
Decreased -10.15%
0.51%
$1.665M
4,122 shares@ $403.83 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.67%
0.5%
$1.632M
15,175 shares@ $107.58 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -11.46%
0.49%
$1.597M
2,069 shares@ $771.99 avg price
IVWIshares Tr
Recent Activity
Decreased -0.62%
0.46%
$1.496M
14,739 shares@ $101.53 avg price
IWFIshares Tr
Recent Activity
Decreased -0.28%
0.43%
$1.399M
3,484 shares@ $401.6 avg price