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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$885B
$1.35 Billion 0.41% of portfolio
5,193
Q1 2025 Added 25.98%
$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%
$165B
$1.25 Billion 0.38% of portfolio
2,462
Q1 2025 Added 2.5%
$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%
$150B
$1.21 Billion 0.37% of portfolio
3,890
Q1 2025 Reduced 9.56%
$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%
$107B
$1.15 Billion 0.35% of portfolio
19,123
Q1 2025 Added 0.13%
$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%
$52.5B
$1.01 Billion 0.31% of portfolio
545
Q1 2025 Added 1.87%
$0
$1.02 Billion 0.31% of portfolio
12,866
Q1 2025 Reduced 10.99%
$3.04B
$994 Million 0.3% of portfolio
20,000
Q1 2023 Added 75.0%
$10.6B
$990 Million 0.3% of portfolio
6,260
Q1 2025 Added 0.29%
$51.4B
$980 Million 0.3% of portfolio
7,935
Q1 2025 Added 0.03%
$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%
$330B
$933 Million 0.28% of portfolio
22,364
Q1 2025 Reduced 0.36%
$310B
$923 Million 0.28% of portfolio
12,894
Q1 2025 Reduced 10.2%
$144B
$916 Million 0.28% of portfolio
4,324
Q1 2025 Reduced 8.76%
$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%
$208B
$894 Million 0.27% of portfolio
3,322
Q1 2025 Added 16.48%
$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%
$182B
$746 Million 0.23% of portfolio
4,978
Q1 2025 Reduced 28.13%
$96.5B
$760 Million 0.23% of portfolio
5,434
Q1 2025 Reduced 1.22%
$112B
$742 Million 0.23% of portfolio
7,066
Q1 2025 Reduced 0.81%
$3.61B
$756 Million 0.23% of portfolio
2,624
Q1 2025 Added 21.14%
$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%
$265B
$706 Million 0.22% of portfolio
4,217
Q1 2025 Reduced 41.77%
$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%
$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%

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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