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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -7.32%
0.34%
$1.107M
23,145 shares@ $47.82 avg price
PEPPepsico Inc
Recent Activity
Decreased -2.21%
0.32%
$1.053M
6,926 shares@ $152.06 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -0.92%
0.32%
$1.05M
4,514 shares@ $232.52 avg price
CVXChevron Corp New
Recent Activity
Decreased -5.91%
0.32%
$1.049M
7,242 shares@ $144.84 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.82%
0.28%
$914,275
5,145 shares@ $177.71 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.28%
0.28%
$913,880
3,153 shares@ $289.85 avg price
PSXPhillips 66
Recent Activity
Decreased -0.11%
0.28%
$903,775
7,933 shares@ $113.93 avg price
KOCoca Cola Co
Recent Activity
Decreased -3.05%
0.28%
$893,963
14,359 shares@ $62.26 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -5.53%
0.27%
$882,199
4,505 shares@ $195.83 avg price
AXPAmerican Express Co
Recent Activity
Decreased -7.73%
0.26%
$846,509
2,852 shares@ $296.82 avg price