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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
PMPhilip Morris Intl Inc
Recent Activity
Increased 1.07%
0.44%
$1.428M
11,866 shares@ $120.35 avg price
ITOTIshares Tr
Recent Activity
Increased 0.32%
0.42%
$1.367M
10,629 shares@ $128.62 avg price
VUGVanguard Index Fds
Recent Activity
Increased 0.07%
0.42%
$1.352M
3,294 shares@ $410.41 avg price
IVEIshares Tr
Recent Activity
Increased 0.32%
0.38%
$1.227M
6,427 shares@ $190.87 avg price
SPGIS&p Global Inc
Recent Activity
Increased 1.06%
0.37%
$1.196M
2,402 shares@ $498.03 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.37%
0.36%
$1.183M
8,953 shares@ $132.1 avg price
WSMWilliams Sonoma Inc
Recent Activity
Increased 0.96%
0.36%
$1.156M
6,242 shares@ $185.2 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 6.79%
0.35%
$1.128M
14,454 shares@ $78.01 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.35%
0.35%
$1.121M
4,301 shares@ $260.64 avg price
IJRIshares Tr
Recent Activity
Increased 0.44%
0.34%
$1.091M
9,470 shares@ $115.22 avg price