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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
AOAIshares Tr
Recent Activity
Increased 9.71%
0.52%
$1.703M
22,233 shares@ $76.62 avg price
TSLATesla Inc
Recent Activity
Decreased -10.15%
0.51%
$1.665M
4,122 shares@ $403.83 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -1.67%
0.5%
$1.632M
15,175 shares@ $107.58 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -11.46%
0.49%
$1.597M
2,069 shares@ $771.99 avg price
QCOMQualcomm Inc
Recent Activity
Increased 16.88%
0.47%
$1.543M
10,045 shares@ $153.62 avg price
IVWIshares Tr
Recent Activity
Decreased -0.62%
0.46%
$1.496M
14,739 shares@ $101.53 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 1.07%
0.44%
$1.428M
11,866 shares@ $120.35 avg price
IWFIshares Tr
Recent Activity
Decreased -0.28%
0.43%
$1.399M
3,484 shares@ $401.6 avg price
RDNTRadnet Inc
Recent Activity
0.43%
$1.397M
20,000 shares@ $69.84 avg price
ITOTIshares Tr
Recent Activity
Increased 0.32%
0.42%
$1.367M
10,629 shares@ $128.62 avg price