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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.2T
$36.4 Billion 11.11% of portfolio
163,988
Q1 2025 Reduced 0.25%
$3.25T
$13.2 Billion 4.03% of portfolio
35,200
Q1 2025 Reduced 3.47%
$694B
$9.09 Billion 2.77% of portfolio
17,064
Q1 2025 Reduced 1.8%
$284B
$9.04 Billion 2.76% of portfolio
83,398
Q1 2025 Added 0.23%
$10.1B
$8.22 Billion 2.51% of portfolio
22,390
Q1 2025 Reduced 23.57%
$81.3B
$8.07 Billion 2.46% of portfolio
48,186
Q1 2025 Reduced 0.48%
$1.9T
$7.34 Billion 2.24% of portfolio
38,584
Q1 2025 Added 1.01%
$270B
$4.84 Billion 1.47% of portfolio
55,077
Q1 2025 Reduced 1.35%
$223B
$4.75 Billion 1.45% of portfolio
19,122
Q1 2025 Reduced 1.51%
$8.56B
$4.33 Billion 1.32% of portfolio
25,991
Q1 2023 Added 1.67%
$957B
$3.98 Billion 1.21% of portfolio
25,739
Q1 2025 Added 4.73%
$12.3B
$3.78 Billion 1.15% of portfolio
47,609
Q1 2023 Added 0.01%
$449B
$3.27 Billion 1.0% of portfolio
3,454
Q1 2025 Reduced 11.0%
$1.25T
$3.05 Billion 0.93% of portfolio
5,287
Q1 2025 Reduced 6.44%
$505B
$2.97 Billion 0.91% of portfolio
3,184
Q1 2025 Reduced 1.39%
$376B
$2.87 Billion 0.87% of portfolio
16,826
Q1 2025 Reduced 10.08%
$1.66B
$2.73 Billion 0.83% of portfolio
87,889
Q1 2025 Reduced 2.71%
$403B
$2.64 Billion 0.8% of portfolio
18,858
Q1 2025 Reduced 0.64%
$370B
$2.58 Billion 0.79% of portfolio
7,033
Q1 2025 Reduced 14.38%
$570B
$2.31 Billion 0.7% of portfolio
6,580
Q1 2025 Reduced 0.42%
$40.2B
$2.3 Billion 0.7% of portfolio
55,381
Q1 2025 Added 1.37%
$280B
$2.27 Billion 0.69% of portfolio
31,626
Q1 2025 Added 0.87%
$741B
$2.18 Billion 0.67% of portfolio
8,891
Q1 2025 Reduced 6.62%
$405B
$2.18 Billion 0.66% of portfolio
13,143
Q1 2025 Reduced 5.83%
$1.01T
$2.12 Billion 0.65% of portfolio
13,573
Q1 2025 Added 5.86%
$168B
$2.03 Billion 0.62% of portfolio
20,564
Q1 2025 Reduced 0.56%
$188B
$1.9 Billion 0.58% of portfolio
3,841
Q1 2025 Added 1.32%
$781B
$1.77 Billion 0.54% of portfolio
2,144
Q1 2025 Added 3.62%
$430B
$1.71 Billion 0.52% of portfolio
14,395
Q1 2025 Reduced 5.14%
$268B
$1.68 Billion 0.51% of portfolio
10,557
Q1 2025 Reduced 11.03%
$462B
$1.6 Billion 0.49% of portfolio
2
Q1 2025 New
$157B
$1.55 Billion 0.47% of portfolio
10,087
Q1 2025 Added 0.42%
$885B
$1.35 Billion 0.41% of portfolio
5,193
Q1 2025 Added 25.98%
$165B
$1.25 Billion 0.38% of portfolio
2,462
Q1 2025 Added 2.5%
$150B
$1.21 Billion 0.37% of portfolio
3,890
Q1 2025 Reduced 9.56%
$107B
$1.15 Billion 0.35% of portfolio
19,123
Q1 2025 Added 0.13%
$347B
$1.07 Billion 0.33% of portfolio
5,119
Q1 2025 Reduced 0.51%
$52.5B
$1.01 Billion 0.31% of portfolio
545
Q1 2025 Added 1.87%
$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%
$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%
$208B
$894 Million 0.27% of portfolio
3,322
Q1 2025 Added 16.48%
$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%

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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