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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.93B
$4.3 Billion 1.31% of portfolio
25,991
Q3 2024 New
$3.72B
$2.81 Billion 0.85% of portfolio
41,656
Q3 2024 New
$3.49B
$1.4 Billion 0.42% of portfolio
20,000
Q3 2024 New
$3.43B
$627 Million 0.19% of portfolio
2,166
Q4 2024 Reduced 14.05%
$4.58B
$471 Million 0.14% of portfolio
13,462
Q3 2024 New
$4.44B
$299 Million 0.09% of portfolio
7,062
Q4 2024 Reduced 22.06%
$9.88B
$311 Million 0.09% of portfolio
3,376
Q3 2024 New
$7.29B
$309 Million 0.09% of portfolio
7,990
Q3 2024 New
$4.24B
$268 Million 0.08% of portfolio
4,035
Q3 2024 New
$5.95B
$269 Million 0.08% of portfolio
14,213
Q4 2024 Added 0.58%
$6.34B
$242 Million 0.07% of portfolio
13,637
Q3 2024 New
$2.84B
$228 Million 0.07% of portfolio
3,200
Q3 2024 New
$8.59B
$230 Million 0.07% of portfolio
4,414
Q3 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
Track This Portfolio

Track Westmount Partners, LLC Portfolio

Follow Westmount Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westmount Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westmount Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email