test

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
SCHASchwab Strategic Tr
Recent Activity
Increased 213.36%
0.23%
$737,086
28,503 shares@ $25.86 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 744.53%
0.23%
$727,247
31,374 shares@ $23.18 avg price
IYRIshares Tr
Recent Activity
Increased 3.76%
0.23%
$726,904
7,811 shares@ $93.07 avg price
AORIshares Tr
Recent Activity
Increased 4.29%
0.22%
$718,137
12,529 shares@ $57.32 avg price
COPConocophillips
Recent Activity
Increased 1.08%
0.22%
$706,487
7,124 shares@ $99.17 avg price
UPROProshares Tr
Recent Activity
Increased 0.55%
0.22%
$705,422
7,958 shares@ $88.65 avg price
IEOIshares Tr
Recent Activity
Increased 0.63%
0.21%
$682,713
7,617 shares@ $89.64 avg price
CMCSAComcast Corp New
Recent Activity
Increased 5.46%
0.21%
$677,077
18,041 shares@ $37.53 avg price
BABoeing Co
Recent Activity
Increased 0.61%
0.19%
$617,183
3,487 shares@ $177.0 avg price
MAMastercard Incorporated
Recent Activity
Increased 7.13%
0.19%
$593,186
1,127 shares@ $526.35 avg price