Chris Werner

@Westmount Partners, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$329.165M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BMYBristol-myers Squibb Co Recent Activity Increased 0.1%	0.18%	$586,796 10,375 shares@ $56.56 avg price	Increased 0.1%
SCHGSchwab Strategic Tr Recent Activity Increased 300.18%	0.18%	$560,664 20,117 shares@ $27.88 avg price	Increased 300.18%
SHOPShopify Inc Recent Activity Increased 1.2%	0.17%	$539,306 5,072 shares@ $106.34 avg price	Increased 1.2%
VGTVanguard World Fd Recent Activity Increased 0.88%	0.16%	$500,433 805 shares@ $621.66 avg price	Increased 0.88%
GRMNGarmin Ltd Recent Activity Increased 73.37%	0.15%	$487,392 2,363 shares@ $206.26 avg price	Increased 73.37%
BONDPimco Etf Tr Recent Activity Increased 10.64%	0.15%	$464,647 5,139 shares@ $90.42 avg price	Increased 10.64%
EEMIshares Tr Recent Activity Increased 24.74%	0.14%	$458,622 10,967 shares@ $41.82 avg price	Increased 24.74%
DUKDuke Energy Corp New Recent Activity Increased 0.72%	0.13%	$426,016 3,954 shares@ $107.75 avg price	Increased 0.72%
IWSIshares Tr Recent Activity Increased 0.04%	0.13%	$421,274 3,257 shares@ $129.35 avg price	Increased 0.04%
TSMTaiwan Semiconductor Mfg Ltd Recent Activity Increased 11.41%	0.13%	$410,919 2,081 shares@ $197.47 avg price	Increased 11.41%