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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$288M
$29.4 Million 0.01% of portfolio
11,000
Q4 2024 Added 10.0%
$57.2M
$20.4 Million 0.01% of portfolio
21,500
Q4 2024 New

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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