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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.9 Billion 4.86% of portfolio
31,030
Q1 2025 Added 15.54%
$0
$8.2 Billion 2.5% of portfolio
14,661
Q1 2025 Reduced 0.95%
$0
$6.59 Billion 2.01% of portfolio
11,732
Q1 2025 Added 1.99%
$0
$5.66 Billion 1.73% of portfolio
48,846
Q1 2025 Added 5.13%
$0
$5.42 Billion 1.65% of portfolio
59,103
Q1 2025 New
$0
$3.89 Billion 1.19% of portfolio
8,306
Q1 2025 Added 0.78%
$0
$2.99 Billion 0.91% of portfolio
10,879
Q1 2025 Reduced 0.3%
$0
$2.48 Billion 0.76% of portfolio
60,240
Q3 2024 New
$0
$2.32 Billion 0.71% of portfolio
105,293
Q1 2025 Added 235.61%
$0
$2.16 Billion 0.66% of portfolio
42,916
Q1 2025 Reduced 2.1%
$0
$2.14 Billion 0.65% of portfolio
10,752
Q1 2025 Added 3.74%
$0
$2.08 Billion 0.64% of portfolio
25,505
Q1 2025 Added 0.73%
$0
$1.88 Billion 0.57% of portfolio
79,827
Q1 2025 New
$0
$1.84 Billion 0.56% of portfolio
24,005
Q1 2025 Added 7.97%
$0
$1.66 Billion 0.51% of portfolio
79,287
Q1 2025 Reduced 4.57%
$0
$1.62 Billion 0.49% of portfolio
27,155
Q1 2025 Reduced 4.86%
$0
$1.35 Billion 0.41% of portfolio
37,447
Q1 2025 New
$0
$1.33 Billion 0.4% of portfolio
3,578
Q1 2025 Added 8.62%
$0
$1.3 Billion 0.4% of portfolio
10,655
Q1 2025 Added 0.24%
$0
$1.23 Billion 0.37% of portfolio
6,441
Q1 2025 Added 0.22%
$0
$1.22 Billion 0.37% of portfolio
8,978
Q1 2025 Added 0.28%
$0
$1.19 Billion 0.36% of portfolio
60,118
Q1 2025 Added 269.96%
$0
$1.17 Billion 0.36% of portfolio
23,051
Q1 2025 Reduced 0.41%
$0
$1.13 Billion 0.34% of portfolio
3,129
Q1 2025 Reduced 10.19%
$0
$1.12 Billion 0.34% of portfolio
20,838
Q1 2025 Added 242.67%
$0
$1.11 Billion 0.34% of portfolio
40,579
Q1 2025 New
$0
$1.12 Billion 0.34% of portfolio
16,212
Q1 2025 New
$0
$1.13 Billion 0.34% of portfolio
3,674
Q1 2023 Added 0.54%
$0
$1.04 Billion 0.32% of portfolio
44,473
Q1 2025 Added 56.03%
$0
$1.02 Billion 0.31% of portfolio
12,866
Q1 2025 Reduced 10.99%
$0
$946 Million 0.29% of portfolio
36,105
Q1 2023 Added 7.96%
$0
$942 Million 0.29% of portfolio
9,011
Q1 2025 Reduced 4.85%
$0
$932 Million 0.28% of portfolio
4,514
Q1 2023 Reduced 61.56%
$0
$892 Million 0.27% of portfolio
11,793
Q1 2025 Added 0.86%
$0
$838 Million 0.26% of portfolio
13,183
Q1 2025 Reduced 2.82%
$0
$854 Million 0.26% of portfolio
6,630
Q3 2024 New
$0
$814 Million 0.25% of portfolio
4,195
Q1 2025 Reduced 6.88%
$0
$799 Million 0.24% of portfolio
25,957
Q1 2025 New
$0
$779 Million 0.24% of portfolio
8,239
Q1 2025 Added 8.17%
$0
$783 Million 0.24% of portfolio
8,175
Q1 2025 Added 4.66%
$0
$758 Million 0.23% of portfolio
27,508
Q1 2025 New
$0
$737 Million 0.22% of portfolio
3,854
Q1 2025 Added 1.0%
$0
$731 Million 0.22% of portfolio
12,533
Q1 2025 Added 1.05%
$0
$734 Million 0.22% of portfolio
34,071
Q1 2025 Added 0.28%
$0
$702 Million 0.21% of portfolio
4,074
Q1 2025 Added 176.02%
$0
$698 Million 0.21% of portfolio
12,128
Q1 2025 Reduced 3.2%
$0
$648 Million 0.2% of portfolio
3,443
Q1 2025 Reduced 5.93%
$0
$654 Million 0.2% of portfolio
3,787
Q1 2025 Added 0.03%
$0
$641 Million 0.2% of portfolio
2,892
Q1 2025 Added 95.93%

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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