Westmount Partners, LLC Portfolio Holdings

Westmount Partners, LLC

  • $328 Billion
  • Q1 2025

Westmount Partners, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $328 Billion distributed in 239 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.4B, Vanguard Index Fds S&P 500 ETF with a value of $15.9B, Microsoft Corp with a value of $13.2B, Berkshire Hathaway Inc Class B with a value of $9.09B, and Nvidia Corp with a value of $9.04B.

Examining the 13F form we can see an decrease of $1.3B in the current position value, from $329B to 328B.

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 $328 Billion
ETFs: $116 Billion
Technology: $92 Billion
Financial Services: $25.8 Billion
Healthcare: $25 Billion
Communication Services: $16.3 Billion
Consumer Defensive: $16.2 Billion
Consumer Cyclical: $15.9 Billion
Industrials: $9 Billion
Other: $8.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$80.4B
$685 Million 0.21% of portfolio
5,000
Q1 2025 Reduced 1.79%
$0
$698 Million 0.21% of portfolio
12,128
Q1 2025 Reduced 3.2%
$232B
$671 Million 0.2% of portfolio
5,056
Q1 2025 Added 0.58%
$0
$648 Million 0.2% of portfolio
3,443
Q1 2025 Reduced 5.93%
$0
$654 Million 0.2% of portfolio
3,787
Q1 2025 Added 0.03%
$0
$641 Million 0.2% of portfolio
2,892
Q1 2025 Added 95.93%
$196B
$611 Million 0.19% of portfolio
21,604
Q1 2025 Reduced 4.98%
$535B
$609 Million 0.19% of portfolio
1,111
Q1 2025 Reduced 1.42%
$106B
$633 Million 0.19% of portfolio
10,384
Q1 2025 Added 0.09%
$0
$623 Million 0.19% of portfolio
2,352
Q3 2024 New
$0
$588 Million 0.18% of portfolio
7,958
Q1 2023 Added 18.18%
$0
$583 Million 0.18% of portfolio
12,872
Q1 2025 Added 0.02%
$140B
$596 Million 0.18% of portfolio
2,557
Q1 2025 Added 6.68%
$171B
$605 Million 0.18% of portfolio
1,834
Q1 2025 Reduced 29.05%
$152B
$566 Million 0.17% of portfolio
15,328
Q1 2025 Reduced 15.04%
$124B
$565 Million 0.17% of portfolio
1,266
Q1 2025 Reduced 18.06%
$364M
$563 Million 0.17% of portfolio
20,856
Q3 2024 New
$0
$508 Million 0.16% of portfolio
1,646
Q1 2025 Reduced 0.12%
$52.1B
$528 Million 0.16% of portfolio
8,107
Q2 2024 Reduced 5.66%
$36.4B
$513 Million 0.16% of portfolio
2,363
Q1 2024 Reduced 42.32%
$0
$504 Million 0.15% of portfolio
20,145
Q1 2025 Added 0.14%
$117B
$484 Million 0.15% of portfolio
5,072
Q1 2023 Reduced 0.73%
$0
$480 Million 0.15% of portfolio
5,190
Q1 2025 Added 0.99%
$0
$481 Million 0.15% of portfolio
11,930
Q1 2025 Reduced 21.32%
$0
$485 Million 0.15% of portfolio
5,706
Q1 2025 Reduced 7.34%
$0
$480 Million 0.15% of portfolio
10,973
Q1 2025 Added 0.05%
$0
$478 Million 0.15% of portfolio
4,072
Q1 2023 Reduced 0.37%
$0
$486 Million 0.15% of portfolio
4,375
Q1 2025 Added 35.03%
$93B
$485 Million 0.15% of portfolio
3,979
Q1 2025 Added 0.63%
$92.9B
$460 Million 0.14% of portfolio
6,781
Q1 2025 Added 0.12%
$0
$475 Million 0.14% of portfolio
1,835
Q1 2025 Added 0.44%
$130B
$463 Million 0.14% of portfolio
6,526
Q1 2025 Added 5.09%
$0
$475 Million 0.14% of portfolio
7,823
Q1 2025 Reduced 4.6%
$133B
$445 Million 0.14% of portfolio
1,884
Q1 2025 Added 0.48%
$0
$457 Million 0.14% of portfolio
8,876
Q3 2024 New
$4.29B
$458 Million 0.14% of portfolio
12,064
Q1 2025 Added 70.83%
$0
$437 Million 0.13% of portfolio
20,107
Q1 2025 New
$0
$410 Million 0.13% of portfolio
3,258
Q1 2025 Added 0.03%
$0
$437 Million 0.13% of portfolio
805
Q1 2024 Added 0.25%
$210B
$418 Million 0.13% of portfolio
4,653
Q1 2025 Reduced 12.82%
$145B
$442 Million 0.13% of portfolio
943
Q1 2025 Added 0.32%
$0
$443 Million 0.13% of portfolio
1,323
Q1 2025 New
$106B
$409 Million 0.12% of portfolio
1,421
Q1 2025 Added 3.65%
$15.5B
$403 Million 0.12% of portfolio
13,008
Q1 2025 Added 3.68%
$4.78B
$391 Million 0.12% of portfolio
12,961
Q1 2025 Reduced 3.72%
$45.6B
$391 Million 0.12% of portfolio
623
Q1 2025 Added 19.12%
$0
$378 Million 0.12% of portfolio
11,296
Q1 2025 New
$0
$392 Million 0.12% of portfolio
5,622
Q2 2024 Added 9.98%
$97.4B
$404 Million 0.12% of portfolio
4,115
Q1 2025 Reduced 6.24%

Summary

  • Portfolio
  • No. of Stocks 239
  • Current Value $328 Billion
  • Prior Value $329 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 32 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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