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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.35 Billion 0.41% of portfolio
3,294
Q4 2024 Added 0.06%
$0
$1.23 Billion 0.37% of portfolio
6,427
Q4 2024 Added 0.31%
$0
$1.18 Billion 0.36% of portfolio
8,953
Q4 2024 Added 0.37%
$0
$1.18 Billion 0.36% of portfolio
3,674
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%
$0
$1.11 Billion 0.34% of portfolio
23,145
Q4 2024 Reduced 7.32%
$0
$1.13 Billion 0.34% of portfolio
14,454
Q4 2024 Added 6.78%
$0
$1.09 Billion 0.33% of portfolio
9,470
Q4 2024 Added 0.43%
$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
$0
$1.05 Billion 0.32% of portfolio
4,514
Q4 2024 Reduced 0.92%
$91.7B
$999 Million 0.3% of portfolio
19,098
Q4 2024 Added 0.13%
$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%
$0
$882 Million 0.27% of portfolio
4,505
Q4 2024 Reduced 5.54%
$0
$898 Million 0.27% of portfolio
36,105
Q3 2024 New
$99.6B
$841 Million 0.26% of portfolio
5,091
Q4 2024 Added 1.82%
$233B
$847 Million 0.26% of portfolio
2,852
Q4 2024 Reduced 7.73%
$0
$824 Million 0.25% of portfolio
13,565
Q4 2024 Added 3.91%
$0
$822 Million 0.25% of portfolio
11,692
Q4 2024 Reduced 0.42%
$0
$828 Million 0.25% of portfolio
6,630
Q3 2024 New
$0
$771 Million 0.23% of portfolio
33,975
Q4 2024 Added 200.69%
$23.3B
$773 Million 0.23% of portfolio
9,681
Q4 2024 Reduced 2.68%
$0
$773 Million 0.23% of portfolio
12,403
Q4 2024 Added 0.22%
$128B
$751 Million 0.23% of portfolio
1,545
Q3 2024 New
$0
$727 Million 0.22% of portfolio
31,374
Q4 2024 Added 744.52%
$0
$737 Million 0.22% of portfolio
28,503
Q4 2024 Added 213.36%
$0
$727 Million 0.22% of portfolio
7,811
Q4 2024 Added 3.76%
$0
$739 Million 0.22% of portfolio
3,816
Q4 2024 Added 2.97%
$137B
$717 Million 0.22% of portfolio
9,687
Q4 2024 Reduced 3.65%
$0
$718 Million 0.22% of portfolio
12,529
Q4 2024 Added 4.29%
$0
$678 Million 0.21% of portfolio
3,660
Q3 2024 New
$134B
$706 Million 0.21% of portfolio
7,124
Q4 2024 Added 1.08%
$160B
$677 Million 0.21% of portfolio
18,041
Q4 2024 Added 5.45%
$0
$705 Million 0.21% of portfolio
7,958
Q4 2024 Added 0.54%
$0
$683 Million 0.21% of portfolio
7,617
Q4 2024 Added 0.62%
$0
$641 Million 0.19% of portfolio
3,786
Q3 2024 New
$101B
$617 Million 0.19% of portfolio
3,487
Q4 2024 Added 0.61%
$3.43B
$627 Million 0.19% of portfolio
2,166
Q4 2024 Reduced 14.05%
$161B
$592 Million 0.18% of portfolio
2,397
Q4 2024 Reduced 0.46%

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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