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
$522B
$593 Million 0.18% of portfolio
1,127
Q1 2023 Added 0.71%
$0
$597 Million 0.18% of portfolio
2,352
Q3 2024 New
$125B
$587 Million 0.18% of portfolio
10,375
Q1 2023 Added 4.39%
$456M
$583 Million 0.18% of portfolio
20,856
Q3 2024 New
$56.3B
$600 Million 0.18% of portfolio
8,107
Q2 2024 Reduced 5.66%
$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%
$913M
$550 Million 0.17% of portfolio
40,100
Q1 2023 Added 52.12%
$212B
$544 Million 0.17% of portfolio
3,261
Q1 2023 Added 6.59%
$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%
$223B
$569 Million 0.17% of portfolio
5,027
Q1 2023 Added 2.33%
$247B
$531 Million 0.16% of portfolio
5,337
Q1 2023 Added 9.65%
$0
$516 Million 0.16% of portfolio
4,072
Q1 2023 Reduced 0.37%
$140B
$539 Million 0.16% of portfolio
5,072
Q1 2023 Reduced 0.73%
$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%
$41.7B
$487 Million 0.15% of portfolio
2,363
Q1 2024 Reduced 42.32%
$0
$465 Million 0.14% of portfolio
5,139
Q1 2023 Added 68.67%
$139B
$445 Million 0.14% of portfolio
6,210
Q1 2023 Added 11.84%
$0
$471 Million 0.14% of portfolio
8,200
Q1 2023 Added 4.56%
$0
$459 Million 0.14% of portfolio
10,967
Q1 2023 Reduced 19.66%
$4.84B
$471 Million 0.14% of portfolio
13,462
Q2 2024 Reduced 2.96%
$153B
$428 Million 0.13% of portfolio
1,875
Q1 2023 Reduced 2.45%
$0
$421 Million 0.13% of portfolio
3,257
Q1 2023 Reduced 4.27%
$229B
$420 Million 0.13% of portfolio
6,711
Q1 2023 Reduced 7.24%
$85.7B
$426 Million 0.13% of portfolio
3,954
Q1 2023 Reduced 0.91%
$229B
$380 Million 0.12% of portfolio
730
Q1 2023 Reduced 6.3%
$81.3B
$408 Million 0.12% of portfolio
20,360
Q1 2023 Reduced 33.78%
$1.05T
$411 Million 0.12% of portfolio
2,081
Q2 2024 Added 2.03%
Reddit Inc
-
$391 Million 0.12% of portfolio
-
Q4 2024 New
$115B
$400 Million 0.12% of portfolio
4,389
Q1 2023 Added 16.2%
$150B
$395 Million 0.12% of portfolio
14,891
Q1 2023 Added 29.31%
$78B
$405 Million 0.12% of portfolio
6,773
Q2 2024 Added 1.24%
$145B
$398 Million 0.12% of portfolio
940
Q1 2023 Reduced 2.45%
$68.7B
$367 Million 0.11% of portfolio
11,358
Q1 2023 Added 2.5%
$0
$372 Million 0.11% of portfolio
5,622
Q2 2024 Added 9.98%
$40B
$357 Million 0.11% of portfolio
1,437
Q2 2024 Reduced 1.74%
$360B
$353 Million 0.11% of portfolio
1,055
Q1 2023 Added 7.3%
$0
$346 Million 0.11% of portfolio
13,277
Q1 2023 Reduced 66.66%
$53.2B
$368 Million 0.11% of portfolio
523
Q1 2023 Reduced 0.38%
$238B
$350 Million 0.11% of portfolio
995
Q1 2023 Reduced 6.13%
$93.7B
$351 Million 0.11% of portfolio
4,640
Q1 2023 Reduced 6.96%
$244B
$365 Million 0.11% of portfolio
6,167
Q1 2023 Reduced 11.5%
$0
$355 Million 0.11% of portfolio
1,476
Q1 2023 Reduced 18.77%
$507B
$352 Million 0.11% of portfolio
696
Q1 2023 Added 19.68%
$0
$356 Million 0.11% of portfolio
2,714
Q1 2023 Added 26.9%

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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