Westmount Partners LLC Portfolio
Invests via Westmount Partners LLC | Managed by Terrence Demorest, Dimitri Krikelas
Invests via Westmount Partners LLC
Managed by Terrence Demorest, Dimitri Krikelas
Automatically Tracked
Company Profile
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Investment Philosophy & Strategy
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Boutique investment firm focused on private equity and middle-market transactions, Westmount Partners LLC provides strategic advisory and capital solutions to growth-oriented companies across industrials, consumer and business services. The firm targets control and structured minority investments, emphasizing operational improvement, industry specialization and value creation through board-level engagement. Typical investors include family offices and institutional LPs seeking concentrated, long-horizon returns from differentiated sector expertise.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
99.49%
Gain -0.63%
Monthly
1.76%
Yearly
23.24%
Drawdown
22.24%
$473.19M
Equity
Holdings
$473.19M
Investment
$285.64M
$215.35M
Profit -$2.26M
Realized
$27.8M
Unrealized
$187.55M
Dividends
$16.72M
Goals
Avg. 92.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$2.26M
Win %
80%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$5.06M
Win %
80%
This Month
Compared to last month
Gain
0.73%
Profit
$3.43M
Win %
80%
This Year
Compared to last year
Gain
4.26%
Profit
$19.44M
Win %
78%
MSB Mesabi Trust
+3.66%
+$11,124.96 
IDXX IDEXX Laboratories, Inc.
+2.68%
+$5,864 
RTX RTX Corporation
+2.39%
+$11,448.52 
LMT Lockheed Martin Corporation
+2.3%
+$15,716.16 
CMCSA Comcast Corp
+2.16%
+$5,889.1 
COP ConocoPhillips
+2.12%
+$21,325.85 
NUE Nucor Corporation
+2.05%
+$11,604.06 
SHEL Shell plc
+2.05%
+$8,929.44 
PEP PepsiCo, Inc.
+2.04%
+$12,319.12 
PM Philip Morris International Inc.
+1.93%
+$13,602.64 
TJX The TJX Companies, Inc.
+1.8%
+$4,818.06 
C Citigroup Inc.
+1.75%
+$3,827 
GE General Electric Company
+1.68%
+$19,758.94 
DUK Duke Energy Corporation
+1.62%
+$7,997.92 
JPM JPMorgan Chase & Co.
+1.6%
+$49,510.32 
APO Apollo Global Management, Inc.
+1.55%
+$8,650 
CVX Chevron Corporation
+1.51%
+$12,098.04 
NTHI NeonC Technologies Holdings
+1.46%
+$7,887.12 
KO The Coca-Cola Company
+1.42%
+$17,247.46 
ALL Allstate Corporation
+1.4%
+$6,111.82 
XLE Energy Select Sector SPDR Fund
+1.38%
+$5,291.84 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$8,653.89 
WFC Wells Fargo & Company
+1.37%
+$35,440.37 
HD The Home Depot, Inc.
+1.37%
+$27,516.63 
ED Consolidated Edison, Inc.
+1.35%
+$4,080.36 
BLK BlackRock, Inc.
+1.28%
+$3,628.8 
PNC The PNC Financial Services Group, Inc.
+1.23%
+$3,937.9 
PG Procter & Gamble Co
+1.2%
+$29,327.1 
LOW Lowe's Companies Inc.
+1.19%
+$5,549.44 
PNBK Patriot National Bancorp Inc.
+1.18%
+$1,000 
COST Costco Wholesale Corporation
+1.17%
+$42,026 
LIN Linde plc
+1.12%
+$2,936.2 
NEE NextEra Energy, Inc.
+1.09%
+$7,464.95 
MO Altria Group, Inc.
+1.06%
+$6,312.54 
MRK Merck & Co., Inc.
+1.05%
+$7,669.89 
XOM Exxon Mobil Corporation
+1%
+$26,924.91 
GRMN Garmin Ltd.
+0.98%
+$6,185.02 
SRE Sempra
+0.96%
+$7,464.71 
TXN Texas Instruments Inc
+0.96%
+$3,318.81 
DIS The Walt Disney Company
+0.86%
+$19,130.56 
PSX Phillips 66
+0.86%
+$19,887.55 
VZ Verizon Communications Inc.
+0.86%
+$2,846.2 
AAPL Apple Inc.
+0.81%
+$511,081.62 
AXP American Express Company
+0.79%
+$5,375.06 
BRK-B Berkshire Hathaway Inc.
+0.79%
+$70,997.03 
ESLT Elbit Systems Ltd.
+0.78%
+$1,621.2 
BAC Bank of America Corporation
+0.77%
+$8,313.2 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$2,101.86 
MFC Manulife Financial Corporation
+0.74%
+$1,752.72 
T AT&T Inc.
+0.68%
+$3,016.96 
ASML ASML Holding N.V. New York Registry Shares
+0.67%
+$3,536.18 
DFIV Dimensional International Value ETF
+0.66%
+$3,060.64 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.65%
+$6,927.66 
V Visa Inc. Class A
+0.65%
+$16,873.85 
LLY Eli Lilly and Company
+0.63%
+$18,060.23 
EIX Edison International
+0.63%
+$2,088.1 
VFC V.F. Corporation
+0.62%
+$2,358.41 
BRK-A Berkshire Hathaway Inc.
+0.6%
+$9,428.02 
FNDF Schwab Fundamental International Large Company Index ETF
+0.57%
+$11,467.39 
SDY SPDR S&P Dividend ETF
+0.52%
+$6,820.8 
JNJ Johnson & Johnson
+0.51%
+$12,654.2 
TRV The Travelers Companies, Inc.
+0.5%
+$1,983.35 
SYK Stryker Corporation
+0.48%
+$1,354.41 
GLNG Golar LNG Ltd.
+0.48%
+$1,735.69 
OPK Opko Health Inc.
+0.48%
+$142.84 
AMG Affiliated Managers Group Inc.
+0.47%
+$1,199.71 
IYR iShares U.S. Real Estate ETF
+0.45%
+$2,182.84 
VNQ Vanguard Real Estate ETF
+0.44%
+$1,140.8 
ABBV AbbVie Inc.
+0.44%
+$7,072.9 
WMT Walmart Inc.
+0.42%
+$28,653.5 
DGRO iShares Core Dividend Growth ETF
+0.42%
+$2,347.97 
NVS Novartis AG Sponsored ADR
+0.41%
+$944.28 
BMRC Bank of Marin Bancorp
+0.38%
+$11,548.4 
PFE Pfizer Inc.
+0.37%
+$1,165.34 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$5,347.36 
MS Morgan Stanley
+0.35%
+$1,427.82 
ISRG Intuitive Surgical, Inc.
+0.35%
+$5,570.76 
GEV GE Vernova Inc.
+0.34%
+$2,718.95 
VYM Vanguard High Dividend Yield ETF
+0.34%
+$1,588.4 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.32%
+$1,979.83 
VTV Vanguard Value ETF
+0.32%
+$2,582.41 
CAT Caterpillar Inc.
+0.32%
+$4,312.86 
CVS CVS Health Corporation
+0.29%
+$948.51 
BA Boeing Company
+0.29%
+$2,032.02 
URI United Rentals, Inc.
+0.28%
+$1,549.4 
EFA iShares MSCI EAFE ETF
+0.27%
+$7,025.48 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.25%
+$1,308.08 
FENI Fidelity Enhanced International ETF
+0.25%
+$903.6 
MCD McDonald's Corporation
+0.25%
+$1,347.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$3,826.62 
SBUX Starbucks Corporation
+0.2%
+$756.01 
SCHF Schwab International Equity ETF
+0.18%
+$3,057.8 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.18%
+$707.56 
AMGN Amgen Inc.
+0.17%
+$2,726.55 
IVE ISHARES S&P 500 VALUE ETF
+0.14%
+$3,961.8 
TIP iShares TIPS Bond ETF
+0.13%
+$453.6 
SCHV Schwab U.S. Large-Cap Value ETF
+0.13%
+$597.47 
NVDA NVIDIA Corporation
+0.12%
+$25,428.33 
DFUV Dimensional US Marketwide Value ETF
+0.12%
+$3,872.83 
B BARRICK MINING CORP Common Stock (ABR0)
+0.1%
+$253.52 
DFAT Dimensional US Targeted Value ETF
+0.1%
+$757.64 
VIG Vanguard Dividend Appreciation ETF
+0.09%
+$949.07 
WM Waste Management, Inc.
+0.07%
+$259.71 
EAOR iShares ESG Aware Growth Allocation Fund
+0.07%
+$159.22 
MA Mastercard Incorporated
+0.06%
+$470.04 
GS The Goldman Sachs Group, Inc.
+0.04%
+$337.25 
PFG Principal Financial Group, Inc.
+0.04%
+$106.45 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$337.12 
ALNY Alnylam Pharmaceuticals Inc
+0.03%
+$70 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$422.08 
IWD iShares Russell 1000 Value ETF
+0.02%
+$130.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRBN iShares MSCI ACWI Low Carbon Target ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 STRZ
STRZ
0%
$0 
GRAL Grail, Inc.
-9.86%
-$110,965.28 
NBIS Nebius Group N.V.
-9.12%
-$21,457.82 
BLND Blend Labs Inc.
-8.88%
-$3,996 
FNGR Fingermotion Inc.
-8.39%
-$310 
PANW Palo Alto Networks, Inc.
-7.26%
-$137,087.95 
FTNT Fortinet Inc.
-6.92%
-$29,221.39 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.45%
-$1,038 
PLTR Palantir Technologies Inc.
-6.3%
-$28,202.79 
TECL Direxion Daily Technology Bull 3x Shares
-6%
-$27,447.93 
STX Seagate Technology Holdings plc
-5.47%
-$10,160.13 
TQQQ ProShares UltraPro QQQ
-4.55%
-$25,788 
WDC Western Digital Corporation
-4.5%
-$3,450.75 
SNDK SanDisk Corporation
-4.26%
-$3,624.62 
INTC Intel Corporation
-4.11%
-$85,601.48 
NNOX Nano-X Imaging Ltd.
-3.97%
-$471.9 
MU Micron Technology, Inc.
-3.71%
-$8,546.2 
AMD Advanced Micro Devices, Inc.
-3.52%
-$48,878.8 
FATE Fate Therapeutics Inc.
-3.37%
-$656.37 
ORCL Oracle Corporation
-3.29%
-$87,222.27 
ARTY iShares Future AI & Tech ETF
-3.27%
-$11,826.22 
LRCX Lam Research Corporation
-3.08%
-$27,854.6 
ANET Arista Networks, Inc.
-3.03%
-$6,654.66 
AMAT Applied Materials, Inc.
-3.01%
-$9,135.65 
ALLO Allogene Therapeutics Inc.
-2.98%
-$1,440 
CLS Celestica Inc.
-2.96%
-$14,279.16 
GLW Corning Incorporated
-2.91%
-$6,415.76 
HOOD Robinhood Markets, Inc.
-2.9%
-$84,114.45 
AVGO Broadcom Inc.
-2.85%
-$476,538.26 
COIN Coinbase Global, Inc.
-2.83%
-$8,236.8 
ILMN Illumina, Inc.
-2.75%
-$167,717.65 
KLAC KLA Corporation
-2.75%
-$3,661.42 
MRVL Marvell Technology, Inc.
-2.71%
-$90,435.99 
NFLX Netflix, Inc.
-2.45%
-$52,353.36 
XNTK SPDR NYSE Technology ETF
-2.38%
-$8,935.45 
IONS Ionis Pharmaceuticals, Inc.
-2.27%
-$12,961 
META Meta Platforms Inc Class A
-2.21%
-$94,557.91 
TSLX Sixth Street Specialty Lending Inc.
-2.13%
-$4,886.25 
BBIO BridgeBio Pharma, Inc.
-2.01%
-$4,209.3 
IYW iShares U.S. Technology ETF
-1.96%
-$22,989.8 
XLK State Street Technology Select Sector SPDR ETF
-1.94%
-$33,672 
MSFT Microsoft Corp.
-1.88%
-$392,314.64 
SCHW Charles Schwab Corporation
-1.85%
-$8,515.56 
VGT Vanguard Information Technology ETF
-1.83%
-$22,841.28 
CSCO Cisco Systems, Inc.
-1.72%
-$13,566.34 
ASTH Astrana Health Inc.
-1.68%
-$49,763.12 
UPRO ProShares UltraPro S&P500
-1.63%
-$23,143.9 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$11,771.43 
SOFI SoFi Technologies, Inc.
-1.56%
-$4,129.89 
GOOGL Alphabet Inc
-1.55%
-$166,695.57 
CWB SPDR Bloomberg Convertible Securities ETF
-1.55%
-$4,456.29 
SMH VanEck Semiconductor ETF
-1.55%
-$5,830.12 
RDNT RadNet Inc.
-1.5%
-$21,200 
SHOP Shopify Inc.
-1.49%
-$15,443.96 
QQQ Invesco QQQ Trust, Series 1
-1.46%
-$86,400.64 
DE Deere & Company
-1.46%
-$9,024.89 
RSI Rush Street Interactive Inc.
-1.45%
-$9,652.5 
GOOG Alphabet Inc
-1.41%
-$79,961.58 
MGK Vanguard Mega Cap Growth ETF
-1.38%
-$11,310.62 
UNH UnitedHealth Group Incorporated
-1.34%
-$3,920.29 
CDNS Cadence Design Systems, Inc.
-1.34%
-$4,350 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.33%
-$6,013.57 
IWF iShares Russell 1000 Growth ETF
-1.3%
-$20,638.59 
VXF Vanguard Extended Market ETF
-1.3%
-$4,413.24 
FICO Fair Isaac Corporation
-1.22%
-$4,185.71 
ETN Eaton Corporation plc
-1.22%
-$5,936.47 
VUG Vanguard Growth ETF
-1.19%
-$46,153.38 
FIX Comfort Systems USA, Inc.
-1.15%
-$3,420 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$10,177.15 
IWM iShares Russell 2000 ETF
-1.13%
-$25,519.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.12%
-$26,452.83 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.11%
-$25,645.6 
EEM iShares MSCI Emerging Markets ETF
-1.11%
-$7,793.67 
QCOM QUALCOMM Incorporated
-1.08%
-$20,092.7 
TSLA Tesla, Inc.
-1.07%
-$29,295.59 
VOOG Vanguard S&P 500 Growth ETF
-1.06%
-$2,363.86 
IUSG iShares Core S&P U.S. Growth ETF
-1.06%
-$5,499.84 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.05%
-$3,192.4 
RL Ralph Lauren Corporation
-1.03%
-$3,232.09 
CVNA Carvana Co.
-1.01%
-$3,431.7 
GSBD Goldman Sachs BDC Inc.
-1.01%
-$1,331.1 
VWO Vanguard FTSE Emerging Markets ETF
-0.99%
-$10,239.9 
SCHE Schwab Emerging Markets Equity ETF
-0.95%
-$9,490.26 
SCHA Schwab U.S. Small-Cap ETF
-0.95%
-$13,678.44 
GBTC Grayscale Bitcoin Trust ETF
-0.9%
-$4,425.48 
MAT Mattel Inc.
-0.88%
-$2,083.73 
VB Vanguard Small-Cap ETF
-0.88%
-$7,203.44 
NYT New York Times Co.
-0.87%
-$2,648.4 
NU Nu Holdings Ltd.
-0.81%
-$2,682.12 
IBM International Business Machines Corporation
-0.79%
-$36,135.76 
GILD Gilead Sciences Inc.
-0.78%
-$3,522.14 
KFY Korn Ferry
-0.67%
-$20,343.7 
INMD InMode Ltd.
-0.66%
-$1,852.5 
BX Blackstone Inc.
-0.65%
-$3,887.25 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$6,762.67 
IWR iShares Russell Mid-Cap ETF
-0.63%
-$3,841.92 
AMZN Amazon.com Inc
-0.62%
-$78,045.19 
DFAS Dimensional U.S. Small Cap ETF
-0.62%
-$9,950.26 
REXR Rexford Industrial Realty, Inc.
-0.61%
-$1,797.75 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.61%
-$3,619.26 
DFUS Dimensional U.S. Equity Market ETF
-0.6%
-$3,300.68 
SCHX Schwab U.S. Large-Cap ETF
-0.58%
-$18,434.85 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$10,669 
IWB iShares Russell 1000 ETF
-0.55%
-$11,056.44 
VHT Vanguard Health Care ETF
-0.55%
-$4,233.6 
IVV iShares Core S&P 500 ETF
-0.54%
-$50,251.99 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.54%
-$42,365.03 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.52%
-$7,481.03 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$59,039.7 
IJH iShares Core S&P Mid-Cap ETF
-0.51%
-$4,486.49 
VOO Vanguard S&P 500 ETF
-0.51%
-$95,209.83 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.48%
-$1,012.88 
IJR iShares Core S&P Small-Cap ETF
-0.48%
-$17,916.36 
VT Vanguard Total World Stock ETF
-0.47%
-$44,292 
PAYX Paychex Inc.
-0.46%
-$1,270.08 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.45%
-$4,931.83 
ACWI iShares MSCI ACWI ETF
-0.41%
-$872.95 
UNP Union Pacific Corporation
-0.35%
-$2,816.97 
RDDT Reddit Inc Class A
-0.34%
-$676.5 
MMM 3M Company
-0.26%
-$733.58 
CSX CSX Corporation
-0.26%
-$1,458 
VO Vanguard Mid-Cap ETF
-0.25%
-$3,529.07 
AOA iShares Core Aggressive Allocation ETF
-0.25%
-$9,346.01 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.24%
-$541.35 
CACI Caci International Inc.
-0.24%
-$28,035.17 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.22%
-$3,643.65 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.19%
-$767.03 
VEU Vanguard FTSE All-World ex-US ETF
-0.19%
-$1,140.8 
WSM Williams-Sonoma, Inc.
-0.18%
-$2,980.34 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$771.48 
STWD Starwood Property Trust Inc.
-0.16%
-$281.48 
PYLD PIMCO Multisector Bond Active ETF
-0.16%
-$467.24 
GLD SPDR Gold Shares
-0.15%
-$789.41 
QDF FlexShares Quality Dividend Index Fund
-0.14%
-$417.69 
ABT Abbott Laboratories
-0.12%
-$591.75 
IXUS iShares Core International Stock ETF
-0.12%
-$611.93 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.07%
-$316.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.06%
-$707.1 
BMY Bristol-Myers Squibb Company
-0.05%
-$305.55 
IDMO Invesco S&P International Developed Momentum ETF
-0.03%
-$800 
CUSD CrossingBridge Ultra-Short Duration Fund
-0.03%
-$87.01 
ABNB Airbnb, Inc.
-0.02%
-$288.05 
EAOA iShares ESG Aware Aggressive Allocation ETF
-0.02%
-$59.53 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.02%
-$51.26 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.01%
-$62.65 
BKNG Booking Holdings Inc.
-0.01%
-$34.12 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2567 | Longs Won 1951/2567 76% | Profit Factor 22.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $767,693.96 |
| Average Win $115,473.29 | Best Trade (Oct 16) $32.53M | Sharpe Ratio -90.12 |
| Average Loss -$16,136.32 | Worst Trade (Dec 30) -$545,035.05 | Z-Score 26.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 2d | Expectancy $83,891.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 29,412 | 26,471 | 23,529 | 20,588 | 17,647 | 14,706 | 11,765 | 8,824 | 5,882 | 2,941 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 184,506 | $27.98M | $63.61M | - | $35.63M | 127.31% | +0.81% |
| ABBV AbbVie Inc. | 5,727 | $1.25M | $1.63M | - | $384,544.19 | 30.87% | +0.436% |
| ABNB Airbnb, Inc. | 7,661 | $1.1M | $1.33M | - | $238,634.03 | 21.77% | -0.022% |
| ABT Abbott Laboratories | 4,734 | $511,590.84 | $494,963.37 | - | -$16,627.47 | -3.25% | -0.119% |
| ACWI iShares MSCI ACWI ETF | 1,343 | $210,775 | $212,972.94 | - | $2,197.94 | 1.04% | -0.408% |
| ALL Allstate Corporation | 1,819 | $385,200.36 | $441,944.24 | - | $56,743.88 | 14.73% | +1.402% |
| ALLO Allogene Therapeutics Inc. | 36,000 | $70,560 | $46,800 | - | -$23,760 | -33.67% | -2.985% |
| ALNY Alnylam Pharmaceuticals Inc | 1,000 | $243,320.4 | $234,100 | - | -$9,220.4 | -3.79% | +0.03% |
| AMAT Applied Materials, Inc. | 706 | $257,696 | $294,451.42 | - | $36,755.42 | 14.26% | -3.009% |
| AMD Advanced Micro Devices, Inc. | 2,473 | $671,023.6 | $1.34M | - | $670,492.34 | 99.92% | -3.515% |
| AMG Affiliated Managers Group Inc. | 661 | $223,691 | $254,389.15 | - | $30,698.15 | 13.72% | +0.474% |
| AMGN Amgen Inc. | 3,735 | $1.05M | $1.62M | - | $577,369.77 | 55.17% | +0.168% |
| AMZN Amazon.com Inc | 49,396 | $6.77M | $12.51M | - | $5.73M | 84.59% | -0.62% |
| ANET Arista Networks, Inc. | 1,182 | $200,798 | $212,700.9 | - | $11,902.9 | 5.93% | -3.034% |
| AOA iShares Core Aggressive Allocation ETF | 38,147 | $2.88M | $3.71M | - | $824,516.67 | 28.59% | -0.251% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 8,074 | $368,578.53 | $393,647.87 | - | $25,069.34 | 6.8% | -0.194% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 24,291 | $1.41M | $1.66M | - | $255,680.42 | 18.16% | -0.218% |
| APO Apollo Global Management, Inc. | 5,000 | $339,668.88 | $568,000 | - | $228,331.12 | 67.22% | +1.546% |
| ARTY iShares Future AI & Tech ETF | 4,969 | $378,477 | $350,215.12 | - | -$28,261.88 | -7.47% | -3.267% |
| ASML ASML Holding N.V. New York Registry Shares | 318 | $320,310.32 | $530,602.08 | - | $210,291.76 | 65.65% | +0.671% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Westmount Partners LLC?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.74M, Robinhood Markets, Inc - $2.34M, Vanguard S&P 500 ETF - $2.3M, Apple Inc - $2.22M, and Tesla, Inc - $1.68M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Illumina, Inc - $1.24M, Ardagh Metal Packaging S.A - $372,008.05, Nike, Inc. - Class B - $270,254.31, Pfizer Inc - $264,131.54, and Schrödinger, Inc - $191,835. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Westmount Partners LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.72M earned over time. The largest contributors to dividend income include Apple Inc - $634,484.67, Vanguard S&P 500 ETF - $634,130.63, WisdomTree Floating Rate Treasury Fund - $512,291.47, VirnetX Holding Corp - $500,000, and International Business Machines Corporation - $492,405.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Westmount Partners LLC's monthly returns?
Westmount Partners LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Westmount Partners LLC's strategy be considered aggressive or moderate?
Westmount Partners LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Westmount Partners LLC's strategy?
Westmount Partners LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
