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
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
NFLXNetflix Inc
Recent Activity
Increased 3.8%
0.88%
$2.878M
3,229 shares@ $891.32 avg price
IWMIshares Tr
Recent Activity
Increased 1.92%
0.7%
$2.29M
10,364 shares@ $220.96 avg price
USFRWisdomtree Tr
Recent Activity
Increased 1.39%
0.68%
$2.206M
43,836 shares@ $50.33 avg price
EFAIshares Tr
Recent Activity
Increased 1.69%
0.59%
$1.914M
25,319 shares@ $75.61 avg price
SPCTrust For Professional Manag
Recent Activity
Increased 10.03%
0.53%
$1.717M
83,087 shares@ $20.67 avg price
AOAIshares Tr
Recent Activity
Increased 9.71%
0.52%
$1.703M
22,233 shares@ $76.62 avg price
QCOMQualcomm Inc
Recent Activity
Increased 16.88%
0.47%
$1.543M
10,045 shares@ $153.62 avg price