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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$265B
$706 Million 0.22% of portfolio
4,217
Q1 2025 Reduced 41.77%
$228B
$679 Million 0.21% of portfolio
3,393
Q1 2025 Added 4.05%
$23.7B
$702 Million 0.21% of portfolio
9,842
Q1 2025 Reduced 6.16%
$232B
$705 Million 0.21% of portfolio
2,255
Q1 2025 Reduced 28.48%
$80.4B
$685 Million 0.21% of portfolio
5,000
Q1 2025 Reduced 1.79%
$232B
$671 Million 0.2% of portfolio
5,056
Q1 2025 Added 0.58%
$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%
$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%
$111B
$552 Million 0.17% of portfolio
3,239
Q1 2025 Reduced 7.11%
$364M
$563 Million 0.17% of portfolio
20,856
Q3 2024 New
$52.1B
$528 Million 0.16% of portfolio
8,107
Q2 2024 Reduced 5.66%
$117B
$484 Million 0.15% of portfolio
5,072
Q1 2023 Reduced 0.73%
$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%
$130B
$463 Million 0.14% of portfolio
6,526
Q1 2025 Added 5.09%
$133B
$445 Million 0.14% of portfolio
1,884
Q1 2025 Added 0.48%
$4.29B
$458 Million 0.14% of portfolio
12,064
Q1 2025 Added 70.83%
$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%
$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%
$97.4B
$404 Million 0.12% of portfolio
4,115
Q1 2025 Reduced 6.24%
$134B
$378 Million 0.12% of portfolio
14,898
Q1 2025 Added 0.05%
$53.9B
$399 Million 0.12% of portfolio
2,589
Q3 2023 Reduced 3.9%
$21B
$364 Million 0.11% of portfolio
6,178
Q1 2025 Reduced 36.18%
$129B
$347 Million 0.11% of portfolio
3,100
Q1 2025 Reduced 6.43%
$152B
$364 Million 0.11% of portfolio
4,651
Q1 2025 Reduced 51.99%
$273B
$353 Million 0.11% of portfolio
1,317
Q1 2025 Added 24.83%
$757M
$376 Million 0.11% of portfolio
35,100
Q1 2025 Reduced 12.47%
$165B
$372 Million 0.11% of portfolio
747
Q1 2025 Added 2.33%
$915B
$345 Million 0.11% of portfolio
2,081
Q2 2024 Added 2.03%
$16.8B
$317 Million 0.1% of portfolio
2,660
Q1 2025 Reduced 5.47%
$194B
$342 Million 0.1% of portfolio
1,095
Q1 2025 Added 10.05%
$144B
$317 Million 0.1% of portfolio
853
Q1 2025 Reduced 3.29%
$233B
$316 Million 0.1% of portfolio
4,317
Q1 2025 Reduced 35.67%
$198B
$324 Million 0.1% of portfolio
407
Q1 2025 Added 31.29%
$379B
$334 Million 0.1% of portfolio
639
Q1 2025 Reduced 8.19%
$96.4B
$337 Million 0.1% of portfolio
1,457
Q1 2025 Added 0.28%
$6.28B
$313 Million 0.1% of portfolio
7,990
Q3 2024 New
$59.9B
$336 Million 0.1% of portfolio
11,408
Q1 2025 Added 0.44%
$14.8B
$338 Million 0.1% of portfolio
1,000
Q3 2024 New
$72.2B
$319 Million 0.1% of portfolio
5,019
Q1 2025 Added 8.17%
$183B
$290 Million 0.09% of portfolio
6,382
Q1 2025 Reduced 2.12%
$24.8B
$285 Million 0.09% of portfolio
1,373
Q1 2025 Reduced 18.47%

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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