Westmount Partners, LLC Portfolio Holdings

Westmount Partners, LLC

  • $329 Billion
  • Q4 2024

Westmount Partners, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $329 Billion distributed in 218 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $41.2B, Microsoft Corp with a value of $15.4B, Vanguard Index Fds S&P 500 ETF with a value of $14.5B, Caci International Inc with a value of $11.8B, and Broadcom Inc. with a value of $11.2B.

Examining the 13F form we can see an decrease of $3.37B in the current position value, from $333B to 329B.

Westmount Partners, LLC is based out at Los Angeles, CA

Below you can find more details about Westmount Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $329 Billion
Technology: $108 Billion
ETFs: $96.1 Billion
Healthcare: $27.5 Billion
Financial Services: $23.6 Billion
Consumer Cyclical: $18.1 Billion
Communication Services: $17.5 Billion
Consumer Defensive: $16.8 Billion
Industrials: $9.8 Billion
Other: $9.16 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.6B
$841 Million 0.26% of portfolio
5,091
Q4 2024 Added 1.82%
$233B
$847 Million 0.26% of portfolio
2,852
Q4 2024 Reduced 7.73%
$23.3B
$773 Million 0.23% of portfolio
9,681
Q4 2024 Reduced 2.68%
$128B
$751 Million 0.23% of portfolio
1,545
Q3 2024 New
$137B
$717 Million 0.22% of portfolio
9,687
Q4 2024 Reduced 3.65%
$134B
$706 Million 0.21% of portfolio
7,124
Q4 2024 Added 1.08%
$160B
$677 Million 0.21% of portfolio
18,041
Q4 2024 Added 5.45%
$101B
$617 Million 0.19% of portfolio
3,487
Q4 2024 Added 0.61%
$3.43B
$627 Million 0.19% of portfolio
2,166
Q4 2024 Reduced 14.05%
$161B
$592 Million 0.18% of portfolio
2,397
Q4 2024 Reduced 0.46%
$499B
$593 Million 0.18% of portfolio
1,127
Q4 2024 Added 7.13%
$120B
$587 Million 0.18% of portfolio
10,375
Q4 2024 Added 0.1%
$376M
$583 Million 0.18% of portfolio
20,856
Q3 2024 New
$55.1B
$600 Million 0.18% of portfolio
8,107
Q3 2024 New
$956M
$550 Million 0.17% of portfolio
40,100
Q4 2024 Reduced 19.8%
$196B
$544 Million 0.17% of portfolio
3,261
Q4 2024 Reduced 24.6%
$255B
$531 Million 0.16% of portfolio
5,337
Q4 2024 Reduced 4.18%
$123B
$539 Million 0.16% of portfolio
5,072
Q4 2024 Added 1.2%
$157B
$518 Million 0.16% of portfolio
22,736
Q4 2024 Reduced 20.49%
$41.1B
$487 Million 0.15% of portfolio
2,363
Q4 2024 Added 73.37%
$140B
$445 Million 0.14% of portfolio
6,210
Q4 2024 Reduced 1.55%
$4.58B
$471 Million 0.14% of portfolio
13,462
Q3 2024 New
$144B
$428 Million 0.13% of portfolio
1,875
Q4 2024 Reduced 0.16%
$237B
$420 Million 0.13% of portfolio
6,711
Q3 2024 New
$84B
$426 Million 0.13% of portfolio
3,954
Q4 2024 Added 0.71%
$220B
$380 Million 0.12% of portfolio
730
Q3 2024 New
$80.7B
$408 Million 0.12% of portfolio
20,360
Q4 2024 Reduced 13.07%
$1.11T
$411 Million 0.12% of portfolio
2,081
Q4 2024 Added 11.4%
$108B
$400 Million 0.12% of portfolio
4,389
Q4 2024 Added 0.09%
$149B
$395 Million 0.12% of portfolio
14,891
Q4 2024 Reduced 9.94%
$79.5B
$405 Million 0.12% of portfolio
6,773
Q4 2024 Reduced 1.95%
$133B
$398 Million 0.12% of portfolio
940
Q4 2024 Reduced 0.74%
$69.3B
$367 Million 0.11% of portfolio
11,358
Q4 2024 Added 0.34%
$39.9B
$357 Million 0.11% of portfolio
1,437
Q4 2024 Reduced 1.91%
$320B
$353 Million 0.11% of portfolio
1,055
Q4 2024 Added 1.44%
$52.5B
$368 Million 0.11% of portfolio
523
Q3 2024 New
$221B
$350 Million 0.11% of portfolio
995
Q4 2024 Added 0.61%
$89.6B
$351 Million 0.11% of portfolio
4,640
Q4 2024 Reduced 4.31%
$246B
$365 Million 0.11% of portfolio
6,167
Q4 2024 Added 2.71%
$478B
$352 Million 0.11% of portfolio
696
Q4 2024 Reduced 1.42%
$52.9B
$363 Million 0.11% of portfolio
2,589
Q3 2024 New
$14.5B
$333 Million 0.1% of portfolio
1,000
Q3 2024 New
$22.2B
$314 Million 0.1% of portfolio
1,684
Q3 2024 New
$16.9B
$329 Million 0.1% of portfolio
2,814
Q3 2024 New
$79.4B
$318 Million 0.1% of portfolio
1,649
Q3 2024 New
$144B
$317 Million 0.1% of portfolio
882
Q4 2024 Added 4.38%
$137B
$327 Million 0.1% of portfolio
985
Q4 2024 Added 3.14%
$82B
$315 Million 0.1% of portfolio
1,050
Q3 2024 New
$35.1B
$329 Million 0.1% of portfolio
5,163
Q4 2024 Added 0.47%

Summary

  • Portfolio
  • No. of Stocks 218
  • Current Value $329 Billion
  • Prior Value $333 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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