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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
HONHoneywell Intl Inc
Recent Activity
Increased 2.65%
0.33%
$1.07M
4,739 shares@ $225.9 avg price
MOAltria Group Inc
Recent Activity
Increased 0.13%
0.31%
$998,655
19,098 shares@ $52.3 avg price
BACBank America Corp
Recent Activity
Increased 10.29%
0.3%
$986,449
22,445 shares@ $43.95 avg price
BXBlackstone Inc
Recent Activity
Increased 61.04%
0.29%
$948,469
5,501 shares@ $172.42 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.16%
0.29%
$937,860
2,585 shares@ $362.81 avg price
APOApollo Global Mgmt Inc
Recent Activity
Increased 1.82%
0.26%
$840,764
5,091 shares@ $165.15 avg price
SCZIshares Tr
Recent Activity
Increased 3.91%
0.26%
$824,050
13,565 shares@ $60.75 avg price
IJHIshares Tr
Recent Activity
Increased 0.22%
0.24%
$772,841
12,403 shares@ $62.32 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 200.7%
0.24%
$771,223
33,975 shares@ $22.7 avg price
CRBNIshares Tr
Recent Activity
Increased 2.97%
0.23%
$738,698
3,816 shares@ $193.58 avg price