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
$3.93T
$41.2 Billion 12.51% of portfolio
164,393
Q1 2023 Added 7.25%
$3.05T
$15.4 Billion 4.67% of portfolio
36,465
Q1 2023 Reduced 6.69%
$0
$14.5 Billion 4.4% of portfolio
26,857
Q1 2023 Reduced 22.05%
$10.1B
$11.8 Billion 3.6% of portfolio
29,293
Q1 2023 Added 11.26%
$92.6B
$11.2 Billion 3.41% of portfolio
48,419
Q1 2023 Reduced 90.99%
$347B
$11.2 Billion 3.39% of portfolio
83,204
Q1 2023 Reduced 94.34%
$0
$8.68 Billion 2.64% of portfolio
14,802
Q1 2023 Reduced 19.27%
$2.31T
$8.38 Billion 2.55% of portfolio
38,197
Q1 2023 Reduced 21.11%
$628B
$7.88 Billion 2.39% of portfolio
17,377
Q1 2023 Reduced 13.74%
$0
$6.77 Billion 2.06% of portfolio
11,503
Q1 2023 Reduced 10.2%
$15.9B
$6.36 Billion 1.93% of portfolio
47,609
Q1 2023 Added 0.01%
$0
$5.46 Billion 1.66% of portfolio
46,462
Q1 2023 Reduced 36.23%
$282B
$5.04 Billion 1.53% of portfolio
55,830
Q1 2023 Reduced 67.08%
$1.1T
$4.65 Billion 1.41% of portfolio
24,577
Q1 2023 Reduced 50.71%
$9.47B
$4.3 Billion 1.31% of portfolio
25,991
Q1 2023 Added 1.67%
$236B
$4.27 Billion 1.3% of portfolio
19,415
Q1 2023 Added 2.07%
$467B
$3.56 Billion 1.08% of portfolio
3,881
Q1 2023 Reduced 22.13%
$1.61T
$3.31 Billion 1.01% of portfolio
5,651
Q1 2023 Reduced 34.45%
$413B
$3.19 Billion 0.97% of portfolio
8,214
Q1 2023 Reduced 12.87%
$0
$3.16 Billion 0.96% of portfolio
10,912
Q1 2023 Reduced 42.67%
$485B
$3.16 Billion 0.96% of portfolio
18,980
Q1 2023 Added 0.13%
$392B
$3.14 Billion 0.95% of portfolio
18,712
Q1 2023 Reduced 5.29%
$461B
$2.88 Billion 0.87% of portfolio
3,229
Q1 2023 Reduced 4.68%
$1.66B
$2.85 Billion 0.87% of portfolio
90,334
Q1 2023 Added 14.37%
$3.54B
$2.81 Billion 0.85% of portfolio
41,656
Q1 2023 Added 5.32%
$0
$2.47 Billion 0.75% of portfolio
60,240
Q3 2024 New
$1.13T
$2.44 Billion 0.74% of portfolio
12,822
Q1 2023 Reduced 31.1%
$200B
$2.3 Billion 0.7% of portfolio
20,679
Q1 2023 Reduced 10.66%
$0
$2.29 Billion 0.7% of portfolio
10,364
Q1 2023 Reduced 8.19%
$821B
$2.28 Billion 0.69% of portfolio
9,521
Q1 2023 Added 11.88%
$0
$2.21 Billion 0.67% of portfolio
43,836
Q1 2023 Added 134.86%
$307B
$2.2 Billion 0.67% of portfolio
31,352
Q1 2023 Reduced 27.79%
$583B
$2.09 Billion 0.63% of portfolio
6,608
Q1 2023 Reduced 9.84%
$50.5B
$2.04 Billion 0.62% of portfolio
54,631
Q1 2023 Reduced 0.85%
$405B
$2.02 Billion 0.61% of portfolio
13,957
Q1 2023 Reduced 4.91%
$212B
$1.98 Billion 0.6% of portfolio
3,791
Q1 2023 Reduced 0.84%
$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%
$1.12T
$1.66 Billion 0.51% of portfolio
4,122
Q1 2023 Added 209.22%
$459B
$1.63 Billion 0.5% of portfolio
15,175
Q1 2023 Reduced 9.05%
$814B
$1.6 Billion 0.49% of portfolio
2,069
Q1 2023 Reduced 60.56%
$195B
$1.54 Billion 0.47% of portfolio
10,045
Q1 2023 Reduced 14.77%
$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%
$231B
$1.43 Billion 0.43% of portfolio
11,866
Q1 2023 Reduced 61.12%
$3.52B
$1.4 Billion 0.42% of portfolio
20,000
Q1 2023 Added 75.0%
$0
$1.37 Billion 0.42% of portfolio
10,629
Q2 2024 Added 5.93%

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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