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
$3.67T
$41.2 Billion 12.51% of portfolio
164,393
Q4 2024 Reduced 0.16%
$3.17T
$15.4 Billion 4.67% of portfolio
36,465
Q4 2024 Added 1.96%
$10.1B
$11.8 Billion 3.6% of portfolio
29,293
Q4 2024 Reduced 0.03%
$92.9B
$11.2 Billion 3.41% of portfolio
48,419
Q4 2024 Added 0.6%
$333B
$11.2 Billion 3.39% of portfolio
83,204
Q4 2024 Added 2.57%
$2.25T
$8.38 Billion 2.55% of portfolio
38,197
Q4 2024 Reduced 3.8%
$602B
$7.88 Billion 2.39% of portfolio
17,377
Q4 2024 Added 19.22%
$21.6B
$6.36 Billion 1.93% of portfolio
47,609
Q3 2024 New
$248B
$5.04 Billion 1.53% of portfolio
55,830
Q4 2024 Added 1.61%
$1.15T
$4.65 Billion 1.41% of portfolio
24,577
Q4 2024 Reduced 1.03%
$8.93B
$4.3 Billion 1.31% of portfolio
25,991
Q3 2024 New
$200B
$4.27 Billion 1.3% of portfolio
19,415
Q4 2024 Reduced 0.2%
$407B
$3.56 Billion 1.08% of portfolio
3,881
Q4 2024 Added 6.13%
$1.37T
$3.31 Billion 1.01% of portfolio
5,651
Q4 2024 Added 13.13%
$419B
$3.19 Billion 0.97% of portfolio
8,214
Q4 2024 Added 0.56%
$430B
$3.16 Billion 0.96% of portfolio
18,980
Q4 2024 Reduced 6.81%
$375B
$2.88 Billion 0.87% of portfolio
3,229
Q4 2024 Added 3.79%
$1.66B
$2.85 Billion 0.87% of portfolio
90,334
Q4 2024 Reduced 1.95%
$3.72B
$2.81 Billion 0.85% of portfolio
41,656
Q3 2024 New
$1.18T
$2.44 Billion 0.74% of portfolio
12,822
Q4 2024 Reduced 0.06%
$194B
$2.3 Billion 0.7% of portfolio
20,679
Q4 2024 Reduced 8.73%
$746B
$2.28 Billion 0.69% of portfolio
9,521
Q4 2024 Reduced 4.73%
$288B
$2.2 Billion 0.67% of portfolio
31,352
Q4 2024 Reduced 0.93%
$519B
$2.09 Billion 0.63% of portfolio
6,608
Q4 2024 Reduced 6.73%
$38.5B
$2.04 Billion 0.62% of portfolio
54,631
Q3 2024 New
$386B
$2.02 Billion 0.61% of portfolio
13,957
Q4 2024 Reduced 2.01%
$206B
$1.98 Billion 0.6% of portfolio
3,791
Q3 2024 New
$1.31T
$1.66 Billion 0.51% of portfolio
4,122
Q4 2024 Reduced 10.16%
$464B
$1.63 Billion 0.5% of portfolio
15,175
Q4 2024 Reduced 1.68%
$720B
$1.6 Billion 0.49% of portfolio
2,069
Q4 2024 Reduced 11.47%
$181B
$1.54 Billion 0.47% of portfolio
10,045
Q4 2024 Added 16.87%
$186B
$1.43 Billion 0.43% of portfolio
11,866
Q4 2024 Added 1.06%
$3.49B
$1.4 Billion 0.42% of portfolio
20,000
Q3 2024 New
$165B
$1.2 Billion 0.36% of portfolio
2,402
Q4 2024 Added 1.05%
$13.3B
$1.16 Billion 0.35% of portfolio
6,242
Q4 2024 Added 0.95%
$144B
$1.12 Billion 0.34% of portfolio
4,301
Q4 2024 Added 0.35%
$150B
$1.07 Billion 0.33% of portfolio
4,739
Q4 2024 Added 2.64%
$202B
$1.05 Billion 0.32% of portfolio
6,926
Q4 2024 Reduced 2.22%
$312B
$1.05 Billion 0.32% of portfolio
7,242
Q4 2024 Reduced 5.91%
$49.7B
$1.07 Billion 0.32% of portfolio
535
Q3 2024 New
$91.7B
$999 Million 0.3% of portfolio
19,098
Q4 2024 Added 0.13%
$374B
$986 Million 0.3% of portfolio
22,445
Q4 2024 Added 10.29%
$125B
$948 Million 0.29% of portfolio
5,501
Q4 2024 Added 61.04%
$307B
$914 Million 0.28% of portfolio
5,145
Q4 2024 Reduced 0.83%
$206B
$914 Million 0.28% of portfolio
3,153
Q4 2024 Reduced 1.28%
$26.4B
$920 Million 0.28% of portfolio
10,488
Q3 2024 New
$201B
$938 Million 0.28% of portfolio
2,585
Q4 2024 Added 0.15%
$57.5B
$904 Million 0.27% of portfolio
7,933
Q4 2024 Reduced 0.11%
$269B
$894 Million 0.27% of portfolio
14,359
Q4 2024 Reduced 3.05%

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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