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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Billion 4.4% of portfolio
26,857
Q1 2023 Reduced 22.05%
$0
$8.68 Billion 2.64% of portfolio
14,802
Q1 2023 Reduced 19.27%
$0
$6.77 Billion 2.06% of portfolio
11,503
Q1 2023 Reduced 10.2%
$0
$5.46 Billion 1.66% of portfolio
46,462
Q1 2023 Reduced 36.23%
$0
$4.21 Billion 1.28% of portfolio
8,242
Q1 2023 Reduced 4.42%
$0
$3.16 Billion 0.96% of portfolio
10,912
Q1 2023 Reduced 42.67%
$0
$2.47 Billion 0.75% of portfolio
60,240
Q3 2024 New
$0
$2.29 Billion 0.7% of portfolio
10,364
Q1 2023 Reduced 8.19%
$0
$2.21 Billion 0.67% of portfolio
43,836
Q1 2023 Added 134.86%
$0
$1.91 Billion 0.58% of portfolio
25,319
Q1 2023 Reduced 11.47%
$0
$1.86 Billion 0.56% of portfolio
28,543
Q1 2023 Added 9.24%
$0
$1.7 Billion 0.52% of portfolio
22,233
Q1 2023 Reduced 42.83%
$0
$1.72 Billion 0.52% of portfolio
83,087
Q1 2023 Reduced 18.65%
$0
$1.5 Billion 0.45% of portfolio
14,739
Q1 2023 Reduced 32.24%
$0
$1.4 Billion 0.43% of portfolio
3,484
Q1 2023 Reduced 1.95%
$0
$1.37 Billion 0.42% of portfolio
10,629
Q2 2024 Added 5.93%
$0
$1.23 Billion 0.37% of portfolio
6,427
Q1 2023 Reduced 40.52%
$0
$1.18 Billion 0.36% of portfolio
8,953
Q1 2023 Reduced 1.18%
$0
$1.18 Billion 0.36% of portfolio
3,674
Q1 2023 Added 0.54%
$0
$1.11 Billion 0.34% of portfolio
23,145
Q1 2023 Reduced 8.05%
$0
$1.13 Billion 0.34% of portfolio
14,454
Q1 2023 Reduced 11.97%
$0
$1.09 Billion 0.33% of portfolio
9,470
Q1 2023 Reduced 23.63%
$0
$1.05 Billion 0.32% of portfolio
4,514
Q1 2023 Reduced 61.56%
$0
$882 Million 0.27% of portfolio
4,505
Q1 2023 Reduced 8.7%
$0
$898 Million 0.27% of portfolio
36,105
Q1 2023 Added 7.96%
$0
$824 Million 0.25% of portfolio
13,565
Q1 2023 Reduced 11.49%
$0
$822 Million 0.25% of portfolio
11,692
Q2 2024 Reduced 1.51%
$0
$828 Million 0.25% of portfolio
6,630
Q3 2024 New
$0
$771 Million 0.23% of portfolio
33,975
Q1 2023 Reduced 71.14%
$0
$773 Million 0.23% of portfolio
12,403
Q1 2023 Reduced 87.08%
$0
$727 Million 0.22% of portfolio
31,374
Q1 2023 Reduced 76.49%
$0
$737 Million 0.22% of portfolio
28,503
Q1 2023 Reduced 56.82%
$0
$727 Million 0.22% of portfolio
7,811
Q1 2023 Added 5.72%
$0
$739 Million 0.22% of portfolio
3,816
Q1 2023 Reduced 58.83%
$0
$718 Million 0.22% of portfolio
12,529
Q1 2023 Added 5.11%
$0
$678 Million 0.21% of portfolio
3,660
Q1 2023 Reduced 1.39%
$0
$705 Million 0.21% of portfolio
7,958
Q1 2023 Added 18.18%
$0
$683 Million 0.21% of portfolio
7,617
Q1 2023 Reduced 9.75%
$0
$641 Million 0.19% of portfolio
3,786
Q1 2023 Reduced 25.46%
$0
$597 Million 0.18% of portfolio
2,352
Q3 2024 New
$0
$597 Million 0.18% of portfolio
15,163
Q1 2023 Added 52.3%
$0
$567 Million 0.17% of portfolio
12,869
Q1 2023 Added 7.69%
$0
$561 Million 0.17% of portfolio
20,117
Q1 2023 Reduced 78.6%
$0
$544 Million 0.17% of portfolio
6,158
Q2 2024 Reduced 0.08%
$0
$566 Million 0.17% of portfolio
1,648
Q1 2023 Added 53.09%
$0
$516 Million 0.16% of portfolio
4,072
Q1 2023 Reduced 0.37%
$0
$494 Million 0.15% of portfolio
8,876
Q3 2024 New
$0
$483 Million 0.15% of portfolio
1,827
Q1 2023 Added 42.58%
$0
$500 Million 0.15% of portfolio
805
Q1 2024 Added 0.25%

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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