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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
FDXFedex Corp
Recent Activity
Exited
0%
$203,672
744 shares@ $273.76 avg price
IDXXIdexx Labs Inc
Recent Activity
Exited
0%
$202,088
400 shares@ $505.22 avg price
3896⤦Grayscale Ethereum Mini Tr E
Recent Activity
Exited
0%
$48,661
19,943 shares@ $2.45 avg price
PACBPacific Biosciences Calif In
Recent Activity
Exited
0%
$26,350
15,500 shares@ $1.7 avg price
SOBRSobr Safe Inc
Recent Activity
Exited
0%
$1,725
29,636 shares@ $0.06 avg price
HTOOWFusion Fuel Green Plc
Recent Activity
Exited
0%
$1,348
23,646 shares@ $0.06 avg price
9576⤦Western Asset Gbl High Inc F
Recent Activity
Exited
0%
$143
13,002 shares@ $0.02 avg price