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
$134B
$378 Million 0.12% of portfolio
14,898
Q1 2025 Added 0.05%
$53.9B
$399 Million 0.12% of portfolio
2,589
Q3 2023 Reduced 3.9%
$21B
$364 Million 0.11% of portfolio
6,178
Q1 2025 Reduced 36.18%
$0
$353 Million 0.11% of portfolio
13,277
Q1 2023 Reduced 66.66%
$129B
$347 Million 0.11% of portfolio
3,100
Q1 2025 Reduced 6.43%
$0
$363 Million 0.11% of portfolio
21,798
Q1 2025 New
$152B
$364 Million 0.11% of portfolio
4,651
Q1 2025 Reduced 51.99%
$273B
$353 Million 0.11% of portfolio
1,317
Q1 2025 Added 24.83%
$757M
$376 Million 0.11% of portfolio
35,100
Q1 2025 Reduced 12.47%
$165B
$372 Million 0.11% of portfolio
747
Q1 2025 Added 2.33%
$0
$363 Million 0.11% of portfolio
2,816
Q1 2025 Reduced 1.3%
$915B
$345 Million 0.11% of portfolio
2,081
Q2 2024 Added 2.03%
$0
$341 Million 0.1% of portfolio
3,444
Q1 2025 New
$16.8B
$317 Million 0.1% of portfolio
2,660
Q1 2025 Reduced 5.47%
$0
$327 Million 0.1% of portfolio
11,713
Q1 2025 Reduced 1.64%
$194B
$342 Million 0.1% of portfolio
1,095
Q1 2025 Added 10.05%
$233B
$316 Million 0.1% of portfolio
4,317
Q1 2025 Reduced 35.67%
$198B
$324 Million 0.1% of portfolio
407
Q1 2025 Added 31.29%
$379B
$334 Million 0.1% of portfolio
639
Q1 2025 Reduced 8.19%
$0
$341 Million 0.1% of portfolio
2,686
Q1 2025 Added 0.07%
Reddit Inc
-
$326 Million 0.1% of portfolio
-
Q1 2025 Added 30.21%
$0
$317 Million 0.1% of portfolio
2,360
Q1 2025 Reduced 13.04%
$0
$323 Million 0.1% of portfolio
3,896
Q1 2025 New
$96.4B
$337 Million 0.1% of portfolio
1,457
Q1 2025 Added 0.28%
$6.28B
$313 Million 0.1% of portfolio
7,990
Q3 2024 New
$59.9B
$336 Million 0.1% of portfolio
11,408
Q1 2025 Added 0.44%
$14.8B
$338 Million 0.1% of portfolio
1,000
Q3 2024 New
$72.2B
$319 Million 0.1% of portfolio
5,019
Q1 2025 Added 8.17%
$183B
$290 Million 0.09% of portfolio
6,382
Q1 2025 Reduced 2.12%
$24.8B
$285 Million 0.09% of portfolio
1,373
Q1 2025 Reduced 18.47%
$0
$292 Million 0.09% of portfolio
13,030
Q3 2024 New
$5.92B
$289 Million 0.09% of portfolio
14,601
Q1 2025 Added 2.73%
$24.1B
$288 Million 0.09% of portfolio
20,000
Q3 2024 New
$0
$303 Million 0.09% of portfolio
3,240
Q1 2025 Added 11.0%
$66.9B
$292 Million 0.09% of portfolio
1,663
Q1 2025 Added 0.85%
$244B
$293 Million 0.09% of portfolio
4,746
Q1 2025 Reduced 23.04%
$0
$292 Million 0.09% of portfolio
2,527
Q1 2025 New
$191B
$289 Million 0.09% of portfolio
529
Q1 2025 Added 16.26%
$38.8B
$305 Million 0.09% of portfolio
2,757
Q1 2024 Reduced 0.47%
$32.7B
$295 Million 0.09% of portfolio
4,933
Q1 2025 Reduced 4.45%
Blackrock Inc
-
$287 Million 0.09% of portfolio
-
Q1 2025 New
$51.3B
$275 Million 0.08% of portfolio
568
Q3 2024 New
$0
$256 Million 0.08% of portfolio
2,829
Q1 2025 Added 21.57%
$0
$266 Million 0.08% of portfolio
1,426
Q1 2025 Added 32.53%
$33.7B
$270 Million 0.08% of portfolio
1,000
Q2 2024 Added 0.5%
$84.7B
$254 Million 0.08% of portfolio
1,000
Q1 2025 Reduced 4.76%
$28.3B
$249 Million 0.08% of portfolio
1,447
Q1 2025 Added 0.7%
$149B
$263 Million 0.08% of portfolio
2,606
Q1 2025 New
$0
$266 Million 0.08% of portfolio
3,885
Q3 2024 New

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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