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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
SBUXStarbucks Corp
Recent Activity
Increased 0.1%
0.13%
$400,496
4,389 shares@ $91.25 avg price
IUSGIshares Tr
Recent Activity
Increased 0.12%
0.12%
$373,972
2,684 shares@ $139.34 avg price
IXUSIshares Tr
Recent Activity
Increased 1.8%
0.12%
$371,840
5,622 shares@ $66.15 avg price
CSXCsx Corp
Recent Activity
Increased 0.35%
0.12%
$366,536
11,358 shares@ $32.28 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 2.72%
0.12%
$365,105
6,167 shares@ $59.21 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.96%
0.12%
$364,029
2,853 shares@ $127.6 avg price
CRMSalesforce Inc
Recent Activity
Increased 1.45%
0.11%
$352,560
1,055 shares@ $334.19 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 0.61%
0.11%
$350,031
995 shares@ $351.79 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 199.98%
0.11%
$346,122
13,277 shares@ $26.07 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 64.79%
0.11%
$331,960
1,371 shares@ $242.13 avg price