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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
ORCLOracle Corp
Recent Activity
Decreased -6.81%
0.97%
$3.163M
18,980 shares@ $166.64 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -0.34%
0.97%
$3.162M
10,912 shares@ $289.8 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -1.81%
0.96%
$3.137M
18,712 shares@ $167.66 avg price
NFLXNetflix Inc
Recent Activity
Increased 3.8%
0.88%
$2.878M
3,229 shares@ $891.32 avg price
ASTHAstrana Health Inc
Recent Activity
Decreased -1.95%
0.87%
$2.848M
90,334 shares@ $31.53 avg price
KFYKorn Ferry
Recent Activity
0.86%
$2.81M
41,656 shares@ $67.45 avg price
DFUVDimensional Etf Trust
Recent Activity
0.75%
$2.465M
60,240 shares@ $40.93 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.06%
0.75%
$2.442M
12,822 shares@ $190.45 avg price
DISDisney Walt Co
Recent Activity
Decreased -8.73%
0.7%
$2.303M
20,679 shares@ $111.36 avg price
IWMIshares Tr
Recent Activity
Increased 1.92%
0.7%
$2.29M
10,364 shares@ $220.96 avg price