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
Ge Vernova Inc
-
$267 Million 0.08% of portfolio
-
Q1 2025 Added 31.08%
$97.2B
$252 Million 0.08% of portfolio
1,463
Q1 2025 Added 1.74%
Fidelity Covington Trust
-
$258 Million 0.08% of portfolio
-
Q1 2025 Added 0.72%
$3.91B
$270 Million 0.08% of portfolio
4,035
Q3 2024 New
$119B
$264 Million 0.08% of portfolio
970
Q1 2025 Reduced 1.52%
$5.72B
$265 Million 0.08% of portfolio
13,637
Q3 2024 New
$59.1B
$268 Million 0.08% of portfolio
8,608
Q1 2025 Reduced 1.61%
$0
$276 Million 0.08% of portfolio
4,561
Q3 2024 New
$83.2B
$271 Million 0.08% of portfolio
11,942
Q1 2025 Reduced 41.35%
Neonc Technologies Hldgs Inc
-
$226 Million 0.07% of portfolio
-
Q1 2025 New
$21.9B
$214 Million 0.07% of portfolio
1,025
Q1 2025 New
$8.65B
$219 Million 0.07% of portfolio
4,414
Q2 2024 New
Bank Montreal Que
-
$234 Million 0.07% of portfolio
-
Q1 2025 New
$0
$231 Million 0.07% of portfolio
2,776
Q3 2024 New
$77.8B
$246 Million 0.07% of portfolio
1,674
Q1 2025 Added 0.18%
$2.73B
$221 Million 0.07% of portfolio
3,201
Q1 2025 Added 0.03%
$0
$245 Million 0.07% of portfolio
4,836
Q1 2025 New
$54.1B
$218 Million 0.07% of portfolio
1,051
Q1 2025 Added 0.1%
$0
$226 Million 0.07% of portfolio
4,908
Q1 2025 New
$0
$229 Million 0.07% of portfolio
2,525
Q1 2025 New
$0
$216 Million 0.07% of portfolio
5,481
Q1 2025 New
$0
$224 Million 0.07% of portfolio
2,817
Q1 2025 New
$0
$224 Million 0.07% of portfolio
2,923
Q1 2025 Added 0.21%
$88.1B
$237 Million 0.07% of portfolio
3,493
Q1 2025 New
$19.1B
$227 Million 0.07% of portfolio
2,687
Q3 2024 New
$144B
$221 Million 0.07% of portfolio
1,080
Q1 2025 Added 4.25%
$95.3B
$241 Million 0.07% of portfolio
683
Q1 2025 New
$123B
$211 Million 0.06% of portfolio
384
Q1 2025 New
$150B
$212 Million 0.06% of portfolio
1,740
Q1 2025 New
$0
$210 Million 0.06% of portfolio
4,788
Q1 2025 New
Grail Inc
-
$205 Million 0.06% of portfolio
-
Q1 2025 New
$0
$206 Million 0.06% of portfolio
1,768
Q2 2024 Added 0.81%
$0
$200 Million 0.06% of portfolio
5,656
Q4 2024 Added 0.19%
$0
$172 Million 0.05% of portfolio
14,790
Q4 2022 Added 29.86%
$263M
$146 Million 0.04% of portfolio
29,200
Q1 2024 Reduced 47.6%
$0
$85.9 Million 0.03% of portfolio
13,000
Q3 2024 New
$53M
$21.5 Million 0.01% of portfolio
23,400
Q1 2025 Added 8.84%
$1.05B
$27.5 Million 0.01% of portfolio
16,550
Q1 2023 Added 0.3%

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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