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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
IEFAIshares Tr
Recent Activity
Decreased -0.41%
0.25%
$821,686
11,692 shares@ $70.28 avg price
EIXEdison Intl
Recent Activity
Decreased -2.68%
0.24%
$772,930
9,681 shares@ $79.84 avg price
SCHWSchwab Charles Corp
Recent Activity
Decreased -3.65%
0.22%
$716,940
9,687 shares@ $74.02 avg price
MSTRMicrostrategy Inc
Recent Activity
Decreased -14.04%
0.2%
$627,317
2,166 shares@ $289.63 avg price
TOTLSsga Active Etf Tr
Recent Activity
Decreased -41.46%
0.19%
$597,279
15,163 shares@ $39.4 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -0.45%
0.18%
$591,598
2,397 shares@ $246.81 avg price
ABTAbbott Labs
Recent Activity
Decreased -0.63%
0.18%
$568,604
5,027 shares@ $113.12 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -24.96%
0.18%
$566,741
12,869 shares@ $44.04 avg price
MGKVanguard World Fd
Recent Activity
Decreased -34.68%
0.18%
$565,940
1,648 shares@ $343.42 avg price
RSIRush Street Interactive Inc
Recent Activity
Decreased -19.8%
0.17%
$550,172
40,100 shares@ $13.72 avg price