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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
GEGe Aerospace
Recent Activity
Decreased -24.6%
0.17%
$543,933
3,261 shares@ $166.8 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.18%
0.17%
$530,917
5,337 shares@ $99.48 avg price
TAt&t Inc
Recent Activity
Decreased -20.48%
0.16%
$517,691
22,736 shares@ $22.77 avg price
VOVanguard Index Fds
Recent Activity
Decreased -0.76%
0.15%
$482,644
1,827 shares@ $264.18 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Decreased -0.89%
0.15%
$470,787
8,200 shares@ $57.42 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.55%
0.14%
$445,195
6,210 shares@ $71.7 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -0.15%
0.13%
$427,654
1,875 shares@ $228.09 avg price
INTCIntel Corp
Recent Activity
Decreased -13.07%
0.13%
$408,211
20,360 shares@ $20.05 avg price
MDLZMondelez Intl Inc
Recent Activity
Decreased -1.95%
0.13%
$404,548
6,773 shares@ $59.73 avg price
DEDeere & Co
Recent Activity
Decreased -0.73%
0.13%
$398,107
940 shares@ $423.52 avg price