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:
89.92%
Gain +0.86%
Monthly
1.8%
Yearly
23.9%
Drawdown
22.28%
$471.26M
Equity
Holdings
$471.26M
Investment
$285.64M
$213.42M
Profit +$2.72M
Realized
$27.8M
Unrealized
$185.62M
Dividends
$15.85M
Goals
Avg. 88.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$2.72M
Win %
82%
This Week
Compared To Last Week
Gain
0.03%
Profit
$158,066.43
Win %
82%
This Month
Compared to last month
Gain
0.1%
Profit
$485,789.6
Win %
82%
This Year
Compared to last year
Gain
3.84%
Profit
$17.52M
Win %
80%
OPK Opko Health Inc.
+11.55%
+$3,257.38 
RDDT Reddit Inc Class A
+7.79%
+$13,855.95 
ALNY Alnylam Pharmaceuticals Inc
+7.59%
+$18,690 
NU Nu Holdings Ltd.
+6.6%
+$21,345.21 
NTHI NeonC Technologies Holdings
+6.13%
+$57,181.62 
SOFI SoFi Technologies, Inc.
+4.84%
+$14,498.57 
RSI Rush Street Interactive Inc.
+4.41%
+$39,838.5 
CVNA Carvana Co.
+3.88%
+$15,624 
NUE Nucor Corporation
+3.8%
+$21,262.99 
NVDA NVIDIA Corporation
+3.39%
+$695,041.02 
PNBK Patriot National Bancorp Inc.
+3.3%
+$3,500 
ORCL Oracle Corporation
+3.19%
+$88,797.19 
CMCSA Comcast Corp
+2.83%
+$9,334.85 
PFG Principal Financial Group, Inc.
+2.66%
+$7,705.68 
WFC Wells Fargo & Company
+2.55%
+$69,319.47 
HOOD Robinhood Markets, Inc.
+2.44%
+$70,625.4 
MFC Manulife Financial Corporation
+2.41%
+$5,473.9 
DIS The Walt Disney Company
+2.36%
+$50,280.32 
BMRC Bank of Marin Bancorp
+2.32%
+$71,022.66 
META Meta Platforms Inc Class A
+2.32%
+$77,784.57 
PSX Phillips 66
+2.06%
+$41,532.37 
ILMN Illumina, Inc.
+2.06%
+$96,812.76 
IONS Ionis Pharmaceuticals, Inc.
+2.03%
+$15,757.98 
GEV GE Vernova Inc.
+2.01%
+$15,377.54 
ABT Abbott Laboratories
+2%
+$10,320.12 
PNC The PNC Financial Services Group, Inc.
+1.99%
+$7,013.91 
AMG Affiliated Managers Group Inc.
+1.92%
+$4,567.51 
NFLX Netflix, Inc.
+1.86%
+$44,118 
BKNG Booking Holdings Inc.
+1.8%
+$6,022.18 
QCOM QUALCOMM Incorporated
+1.79%
+$31,290.35 
STWD Starwood Property Trust Inc.
+1.77%
+$3,870.35 
AXP American Express Company
+1.72%
+$12,091.17 
VFC V.F. Corporation
+1.72%
+$5,053.73 
BA Boeing Company
+1.71%
+$13,245.76 
DFAT Dimensional US Targeted Value ETF
+1.65%
+$13,520.96 
V Visa Inc. Class A
+1.5%
+$36,483.93 
B BARRICK MINING CORP Common Stock (ABR0)
+1.44%
+$3,929.57 
UPRO ProShares UltraPro S&P500
+1.43%
+$19,723.85 
MA Mastercard Incorporated
+1.43%
+$11,160.36 
DE Deere & Company
+1.4%
+$8,986.77 
NBIS Nebius Group N.V.
+1.37%
+$3,422.27 
BRK-A Berkshire Hathaway Inc.
+1.32%
+$19,808.72 
JNJ Johnson & Johnson
+1.28%
+$33,874.32 
PFE Pfizer Inc.
+1.28%
+$3,866.81 
MU Micron Technology, Inc.
+1.25%
+$2,870.14 
PG Procter & Gamble Co
+1.25%
+$28,240.78 
DFAS Dimensional U.S. Small Cap ETF
+1.21%
+$20,105.68 
IJR iShares Core S&P Small-Cap ETF
+1.18%
+$45,741.01 
GLD SPDR Gold Shares
+1.16%
+$6,141.42 
SBUX Starbucks Corporation
+1.13%
+$4,778.78 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$94,662.48 
IWM iShares Russell 2000 ETF
+1.08%
+$25,807.24 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.04%
+$2,608.62 
PM Philip Morris International Inc.
+1.04%
+$6,836.6 
C Citigroup Inc.
+1.03%
+$2,438.62 
TMO Thermo Fisher Scientific Inc.
+1.02%
+$6,579.74 
BX Blackstone Inc.
+1.02%
+$7,610.25 
RDNT RadNet Inc.
+1%
+$15,180 
KO The Coca-Cola Company
+1%
+$11,586.08 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.98%
+$14,557.68 
IDMO Invesco S&P International Developed Momentum ETF
+0.98%
+$24,200 
PEP PepsiCo, Inc.
+0.96%
+$6,288.67 
APO Apollo Global Management, Inc.
+0.94%
+$6,200 
QDF FlexShares Quality Dividend Index Fund
+0.92%
+$2,682.86 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$30,684.73 
TRV The Travelers Companies, Inc.
+0.9%
+$3,367.57 
UNH UnitedHealth Group Incorporated
+0.86%
+$2,459.16 
ALL Allstate Corporation
+0.84%
+$3,947.23 
TXN Texas Instruments Inc
+0.83%
+$2,622.73 
SMH VanEck Semiconductor ETF
+0.82%
+$3,026.28 
GOOGL Alphabet Inc
+0.82%
+$84,115.6 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+0.82%
+$4,859.82 
NYT New York Times Co.
+0.81%
+$2,427.7 
LOW Lowe's Companies Inc.
+0.81%
+$3,875.03 
T AT&T Inc.
+0.81%
+$3,959.76 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.8%
+$20,727.46 
VHT Vanguard Health Care ETF
+0.8%
+$6,068.16 
SCHA Schwab U.S. Small-Cap ETF
+0.8%
+$11,913.48 
SCHD Schwab U.S. Dividend Equity ETF
+0.78%
+$2,182.68 
CAT Caterpillar Inc.
+0.73%
+$10,652.13 
BAC Bank of America Corporation
+0.72%
+$9,248.43 
MRK Merck & Co., Inc.
+0.7%
+$5,288.72 
KLAC KLA Corporation
+0.69%
+$891.54 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$6,101.64 
INTC Intel Corporation
+0.67%
+$13,119 
VB Vanguard Small-Cap ETF
+0.66%
+$5,530.23 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$3,043.06 
VYM Vanguard High Dividend Yield ETF
+0.65%
+$3,075.72 
GRAL Grail, Inc.
+0.65%
+$4,322.24 
ASML ASML Holding N.V. New York Registry Shares
+0.65%
+$3,431.22 
ASTH Astrana Health Inc.
+0.65%
+$19,438.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$12,573.18 
VTV Vanguard Value ETF
+0.63%
+$5,201.42 
SDY SPDR S&P Dividend ETF
+0.63%
+$8,312.85 
SCHF Schwab International Equity ETF
+0.63%
+$10,680.95 
MO Altria Group, Inc.
+0.62%
+$3,479.99 
GOOG Alphabet Inc
+0.62%
+$33,728.67 
BMY Bristol-Myers Squibb Company
+0.61%
+$4,175.85 
COP ConocoPhillips
+0.6%
+$5,809.7 
WMT Walmart Inc.
+0.6%
+$36,389.94 
CVX Chevron Corporation
+0.59%
+$4,554.99 
WSM Williams-Sonoma, Inc.
+0.59%
+$8,676.13 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$2,589.01 
IWR iShares Russell Mid-Cap ETF
+0.55%
+$3,396.48 
LIN Linde plc
+0.54%
+$1,388.59 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.54%
+$3,217.12 
IWD iShares Russell 1000 Value ETF
+0.52%
+$4,369.74 
SHOP Shopify Inc.
+0.52%
+$4,183.22 
MAT Mattel Inc.
+0.51%
+$1,022.77 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.51%
+$5,580.76 
SCHW Charles Schwab Corporation
+0.5%
+$2,667.23 
EFA iShares MSCI EAFE ETF
+0.5%
+$13,298.23 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.5%
+$3,106.28 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.49%
+$2,598.08 
VEU Vanguard FTSE All-World ex-US ETF
+0.49%
+$3,054.4 
EEM iShares MSCI Emerging Markets ETF
+0.49%
+$3,567.53 
IEMG iShares Core MSCI Emerging Markets ETF
+0.48%
+$4,466.66 
VT Vanguard Total World Stock ETF
+0.48%
+$45,473.12 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$37,657.59 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.48%
+$989.86 
FNDF Schwab Fundamental International Large Company Index ETF
+0.48%
+$9,963.47 
XLE Energy Select Sector SPDR Fund
+0.48%
+$1,783.12 
SPY SPDR S&P 500 ETF Trust
+0.48%
+$53,578.36 
IXUS iShares Core International Stock ETF
+0.48%
+$2,558.98 
DFIV Dimensional International Value ETF
+0.47%
+$2,274.8 
IVV iShares Core S&P 500 ETF
+0.47%
+$43,895.37 
IUSG iShares Core S&P U.S. Growth ETF
+0.47%
+$2,399.44 
IWB iShares Russell 1000 ETF
+0.47%
+$9,313.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.46%
+$8,626 
VOO Vanguard S&P 500 ETF
+0.45%
+$84,571.3 
DFUS Dimensional U.S. Equity Market ETF
+0.45%
+$2,451.01 
VO Vanguard Mid-Cap ETF
+0.44%
+$6,197.4 
ISRG Intuitive Surgical, Inc.
+0.44%
+$6,097.68 
IWF iShares Russell 1000 Growth ETF
+0.44%
+$6,794.07 
VXF Vanguard Extended Market ETF
+0.43%
+$1,527.66 
AOA iShares Core Aggressive Allocation ETF
+0.43%
+$16,212.48 
CVS CVS Health Corporation
+0.43%
+$1,475.46 
VZ Verizon Communications Inc.
+0.43%
+$1,610.35 
ACWI iShares MSCI ACWI ETF
+0.43%
+$913.24 
VOOG Vanguard S&P 500 Growth ETF
+0.43%
+$927.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.42%
+$9,649.29 
IEFA iShares Core MSCI EAFE ETF
+0.41%
+$6,175.83 
SCHB Schwab U.S. Broad Market ETF
+0.41%
+$4,271.16 
IVE ISHARES S&P 500 VALUE ETF
+0.4%
+$11,060.28 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$12,640.93 
DGRO iShares Core Dividend Growth ETF
+0.39%
+$2,201 
DUK Duke Energy Corporation
+0.38%
+$1,906.24 
AMGN Amgen Inc.
+0.38%
+$6,237.45 
FENI Fidelity Enhanced International ETF
+0.38%
+$1,400.58 
NVS Novartis AG Sponsored ADR
+0.36%
+$897.84 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.35%
+$5,951.3 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.34%
+$4,596.15 
AAPL Apple Inc.
+0.33%
+$199,266.48 
TQQQ ProShares UltraPro QQQ
+0.32%
+$1,688.5 
IBM International Business Machines Corporation
+0.32%
+$14,336.47 
VIG Vanguard Dividend Appreciation ETF
+0.32%
+$3,278.66 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.3%
+$943.84 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.3%
+$1,212.96 
GLNG Golar LNG Ltd.
+0.3%
+$1,260.2 
MGK Vanguard Mega Cap Growth ETF
+0.29%
+$2,271.03 
VUG Vanguard Growth ETF
+0.29%
+$10,783.5 
ABNB Airbnb, Inc.
+0.27%
+$3,792.2 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.26%
+$1,049.62 
LLY Eli Lilly and Company
+0.25%
+$6,752.55 
WM Waste Management, Inc.
+0.23%
+$787 
MS Morgan Stanley
+0.23%
+$1,070.9 
ED Consolidated Edison, Inc.
+0.2%
+$606.54 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.17%
+$1,924.31 
NEE NextEra Energy, Inc.
+0.14%
+$1,035.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.14%
+$3,205.7 
UNP Union Pacific Corporation
+0.14%
+$1,154.97 
QQQ Invesco QQQ Trust, Series 1
+0.13%
+$7,721.52 
GBTC Grayscale Bitcoin Trust ETF
+0.12%
+$543.48 
CWB SPDR Bloomberg Convertible Securities ETF
+0.11%
+$325.71 
SCHE Schwab Emerging Markets Equity ETF
+0.11%
+$1,100.32 
VGT Vanguard Information Technology ETF
+0.1%
+$1,274.62 
SOXL Direxion Daily Semiconductor Bull 3X Shares
+0.1%
+$16.48 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.09%
+$398.25 
MCD McDonald's Corporation
+0.09%
+$516.37 
SNDK SanDisk Corporation
+0.09%
+$82.35 
IYW iShares U.S. Technology ETF
+0.08%
+$860.7 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.06%
+$132.34 
PYLD PIMCO Multisector Bond Active ETF
+0.06%
+$175.22 
ESLT Elbit Systems Ltd.
+0.06%
+$113.68 
VWO Vanguard FTSE Emerging Markets ETF
+0.05%
+$529.65 
HD The Home Depot, Inc.
+0.04%
+$915.11 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.04%
+$184.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$337.1 
TIP iShares TIPS Bond ETF
+0.02%
+$81 
ABBV AbbVie Inc.
+0.01%
+$229.14 
JPM JPMorgan Chase & Co.
+0.01%
+$369.39 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRBN iShares MSCI ACWI Low Carbon Target ETF
0%
$0 
EAOA iShares ESG Aware Aggressive Allocation ETF
0%
$0 
EAOR iShares ESG Aware Growth Allocation Fund
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 STRZ
STRZ
0%
$0 
PANW Palo Alto Networks, Inc.
-10.37%
-$191,555.98 
CLS Celestica Inc.
-6.17%
-$27,595.68 
EIX Edison International
-5.71%
-$20,015.93 
PLTR Palantir Technologies Inc.
-5.69%
-$22,865.92 
FTNT Fortinet Inc.
-5.53%
-$20,761.37 
ALLO Allogene Therapeutics Inc.
-3.27%
-$2,340 
NNOX Nano-X Imaging Ltd.
-2.9%
-$551.76 
ANET Arista Networks, Inc.
-2.53%
-$5,661.77 
LMT Lockheed Martin Corporation
-2.34%
-$16,358.16 
CDNS Cadence Design Systems, Inc.
-2.34%
-$7,320.01 
RTX RTX Corporation
-1.92%
-$10,102.16 
MRVL Marvell Technology, Inc.
-1.77%
-$51,500.11 
STX Seagate Technology Holdings plc
-1.72%
-$3,776.76 
MSB Mesabi Trust
-1.42%
-$5,899.6 
BLND Blend Labs Inc.
-1.29%
-$900 
WDC Western Digital Corporation
-1.23%
-$1,187.66 
PAYX Paychex Inc.
-1.18%
-$3,734.78 
SYK Stryker Corporation
-1.11%
-$3,407.73 
GLW Corning Incorporated
-1.07%
-$2,483.52 
TJX The TJX Companies, Inc.
-1.03%
-$2,529.02 
GSBD Goldman Sachs BDC Inc.
-0.99%
-$1,479 
TSLA Tesla, Inc.
-0.96%
-$25,680.68 
CACI Caci International Inc.
-0.94%
-$114,672.41 
MSFT Microsoft Corp.
-0.91%
-$175,824.69 
BLK BlackRock, Inc.
-0.88%
-$2,509.91 
COST Costco Wholesale Corporation
-0.88%
-$30,330.79 
LRCX Lam Research Corporation
-0.81%
-$7,700.71 
CSCO Cisco Systems, Inc.
-0.81%
-$6,405.33 
FNGR Fingermotion Inc.
-0.73%
-$30 
RL Ralph Lauren Corporation
-0.69%
-$1,905.48 
KFY Korn Ferry
-0.64%
-$22,627.31 
TSLX Sixth Street Specialty Lending Inc.
-0.62%
-$1,498.45 
URI United Rentals, Inc.
-0.61%
-$3,167.27 
AMAT Applied Materials, Inc.
-0.57%
-$1,793.25 
AMD Advanced Micro Devices, Inc.
-0.57%
-$6,454.51 
IYR iShares U.S. Real Estate ETF
-0.55%
-$2,778.16 
VNQ Vanguard Real Estate ETF
-0.51%
-$1,411.74 
TECL Direxion Daily Technology Bull 3x Shares
-0.49%
-$2,080.89 
BBIO BridgeBio Pharma, Inc.
-0.44%
-$1,040.48 
IDXX IDEXX Laboratories, Inc.
-0.43%
-$947.99 
ARTY iShares Future AI & Tech ETF
-0.42%
-$1,515.55 
AVGO Broadcom Inc.
-0.41%
-$73,686.08 
XOM Exxon Mobil Corporation
-0.39%
-$9,980.73 
FICO Fair Isaac Corporation
-0.32%
-$1,552.1 
REXR Rexford Industrial Realty, Inc.
-0.27%
-$799.01 
XNTK SPDR NYSE Technology ETF
-0.27%
-$976.18 
MMM 3M Company
-0.26%
-$750.66 
FIX Comfort Systems USA, Inc.
-0.24%
-$761 
GRMN Garmin Ltd.
-0.22%
-$1,334.05 
FATE Fate Therapeutics Inc.
-0.21%
-$50.49 
GS The Goldman Sachs Group, Inc.
-0.19%
-$1,909.6 
XLK State Street Technology Select Sector SPDR ETF
-0.18%
-$3,128 
GILD Gilead Sciences Inc.
-0.15%
-$635.14 
SRE Sempra
-0.14%
-$1,086.63 
GE General Electric Company
-0.13%
-$1,662.3 
INMD InMode Ltd.
-0.11%
-$321.75 
ETN Eaton Corporation plc
-0.09%
-$437.03 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.05%
-$250.58 
CSX CSX Corporation
-0.05%
-$291.6 
CUSD CrossingBridge Ultra-Short Duration Fund
-0.03%
-$87.01 
AMZN Amazon.com Inc
-0.02%
-$2,716.78 
COIN Coinbase Global, Inc.
-0.01%
-$39.62 
SHEL Shell plc
-0.01%
-$21.06 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2567 | Longs Won 1981/2567 77% | Profit Factor 24.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $727,073.17 |
| Average Win $112,237.98 | Best Trade (Sep 02) $29.81M | Sharpe Ratio -10.03 |
| Average Loss -$15,220.14 | Worst Trade (Dec 30) -$545,035.05 | Z-Score 39.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 1d | Expectancy $83,141.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 184,506 | $27.98M | $60.19M | - | $32.2M | 115.08% | +0.332% |
| ABBV AbbVie Inc. | 5,727 | $1.25M | $1.49M | - | $243,631.36 | 19.56% | +0.015% |
| ABNB Airbnb, Inc. | 7,661 | $1.1M | $1.4M | - | $306,032.44 | 27.92% | +0.271% |
| ABT Abbott Laboratories | 4,734 | $511,590.84 | $525,994.74 | - | $14,403.9 | 2.82% | +2.001% |
| ACWI iShares MSCI ACWI ETF | 1,343 | $210,775 | $215,014.3 | - | $4,239.3 | 2.01% | +0.427% |
| ALL Allstate Corporation | 1,819 | $385,200.36 | $473,012.76 | - | $87,812.4 | 22.8% | +0.842% |
| ALLO Allogene Therapeutics Inc. | 36,000 | $70,560 | $69,120 | - | -$1,440 | -2.04% | -3.275% |
| ALNY Alnylam Pharmaceuticals Inc | 1,000 | $243,320.4 | $264,800 | - | $21,479.6 | 8.83% | +7.594% |
| AMAT Applied Materials, Inc. | 706 | $257,696 | $310,152.86 | - | $52,456.86 | 20.36% | -0.575% |
| AMD Advanced Micro Devices, Inc. | 2,473 | $671,023.6 | $1.13M | - | $459,137.4 | 68.42% | -0.568% |
| AMG Affiliated Managers Group Inc. | 661 | $223,691 | $243,023.26 | - | $19,332.26 | 8.64% | +1.915% |
| AMGN Amgen Inc. | 3,735 | $1.05M | $1.64M | - | $596,156.82 | 56.97% | +0.381% |
| AMZN Amazon.com Inc | 49,396 | $6.77M | $12.59M | - | $5.81M | 85.82% | -0.022% |
| ANET Arista Networks, Inc. | 1,182 | $200,798 | $218,043.54 | - | $17,245.54 | 8.59% | -2.531% |
| AOA iShares Core Aggressive Allocation ETF | 38,147 | $2.88M | $3.76M | - | $877,541 | 30.43% | +0.433% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 8,074 | $368,578.53 | $400,389.66 | - | $31,811.13 | 8.63% | +0.263% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 24,291 | $1.41M | $1.69M | - | $282,036.15 | 20.03% | +0.353% |
| APO Apollo Global Management, Inc. | 5,000 | $339,668.88 | $664,650 | - | $324,981.12 | 95.68% | +0.942% |
| ARTY iShares Future AI & Tech ETF | 4,969 | $378,477 | $362,215.25 | - | -$16,261.75 | -4.3% | -0.417% |
| ASML ASML Holding N.V. New York Registry Shares | 318 | $320,310.32 | $532,945.74 | - | $212,635.42 | 66.38% | +0.648% |
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 - $2.72M, Robinhood Markets, Inc - $2.34M, Vanguard S&P 500 ETF - $2.25M, 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 $15.85M earned over time. The largest contributors to dividend income include Apple Inc - $634,484.67, Vanguard S&P 500 ETF - $585,658.58, VirnetX Holding Corp - $500,000, WisdomTree Floating Rate Treasury Fund - $498,844, and International Business Machines Corporation - $459,215.59. 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.
