West Branch Capital
Latest statistics and disclosures from West Branch Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, AMZN, GOOGL, and represent 39.93% of West Branch Capital's stock portfolio.
- Added to shares of these 10 stocks: MSFT, WMT, AAPL, META, SPY, GILD, AMZN, XOM, SCHG, LLY.
- Started 11 new stock positions in UBER, FIF, SCHG, CHWY, ARM, DPSI, PXLW, VOE, PUBM, B. MMT.
- Reduced shares in these 10 stocks: NVDA (-$8.4M), SMCI, AJG, NKE, T, ES, VBR, DUK, ADP, OXY.
- Sold out of its positions in ALLY, WRB, BSX, CME, CMG, EXC, FWRD, FSTR, PDBC, NVTAQ.
- West Branch Capital was a net buyer of stock by $9.3M.
- West Branch Capital has $248M in assets under management (AUM), dropping by 16.54%.
- Central Index Key (CIK): 0001738723
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Portfolio Holdings for West Branch Capital
West Branch Capital holds 423 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 10.7 | $26M | +8% | 154k | 171.48 |
|
| NVIDIA Corporation (NVDA) | 9.3 | $23M | -26% | 26k | 903.58 |
|
| Microsoft Corporation (MSFT) | 9.1 | $23M | +15% | 54k | 420.72 |
|
| Amazon (AMZN) | 5.7 | $14M | +4% | 79k | 180.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.1 | $13M | +2% | 84k | 150.93 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.8 | $12M | +6% | 23k | 523.06 |
|
| Moog CL B (MOG.B) | 3.8 | $9.5M | 61k | 157.00 |
|
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| Procter & Gamble Company (PG) | 3.8 | $9.4M | +2% | 58k | 162.25 |
|
| JPMorgan Chase & Co. (JPM) | 2.6 | $6.4M | +5% | 32k | 200.30 |
|
| Abbvie (ABBV) | 2.2 | $5.4M | 30k | 182.10 |
|
|
| Visa Com Cl A (V) | 2.1 | $5.3M | +5% | 19k | 279.08 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $4.7M | 8.9k | 525.71 |
|
|
| Home Depot (HD) | 1.8 | $4.5M | +5% | 12k | 383.58 |
|
| UnitedHealth (UNH) | 1.8 | $4.4M | +7% | 9.0k | 494.72 |
|
| Oracle Corporation (ORCL) | 1.8 | $4.4M | +6% | 35k | 125.61 |
|
| Wal-Mart Stores (WMT) | 1.6 | $3.9M | +231% | 65k | 60.17 |
|
| Johnson & Johnson (JNJ) | 1.5 | $3.8M | +5% | 24k | 158.19 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $3.3M | +17% | 4.2k | 778.00 |
|
| Exxon Mobil Corporation (XOM) | 1.2 | $3.1M | +18% | 27k | 116.24 |
|
| Broadcom (AVGO) | 1.2 | $3.1M | +8% | 2.3k | 1325.65 |
|
| Moog Cl A (MOG.A) | 1.2 | $3.0M | 19k | 159.65 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $2.8M | +8% | 5.8k | 481.59 |
|
| Pepsi (PEP) | 1.0 | $2.4M | +6% | 14k | 175.01 |
|
| Merck & Co (MRK) | 1.0 | $2.4M | +6% | 18k | 131.95 |
|
| Meta Platforms Cl A (META) | 1.0 | $2.4M | +46% | 4.9k | 485.58 |
|
| McDonald's Corporation (MCD) | 0.9 | $2.3M | +8% | 8.3k | 281.93 |
|
| Adobe Systems Incorporated (ADBE) | 0.9 | $2.1M | +8% | 4.2k | 504.56 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $1.8M | -3% | 9.6k | 191.89 |
|
| Cisco Systems (CSCO) | 0.7 | $1.8M | +5% | 37k | 49.91 |
|
| Abbott Laboratories (ABT) | 0.7 | $1.8M | +10% | 16k | 113.66 |
|
| Coca-Cola Company (KO) | 0.7 | $1.7M | +9% | 28k | 61.18 |
|
| Bank of America Corporation (BAC) | 0.6 | $1.5M | +15% | 39k | 37.92 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $1.4M | +15% | 2.5k | 581.11 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.4M | +16% | 2.0k | 732.56 |
|
| Booking Holdings (BKNG) | 0.6 | $1.4M | 391.00 | 3624.45 |
|
|
| BlackRock (BLK) | 0.4 | $1.1M | 1.3k | 833.67 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $1.1M | 4.4k | 245.94 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | +5% | 7.1k | 152.25 |
|
| Chevron Corporation (CVX) | 0.4 | $1.1M | +28% | 6.7k | 157.73 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $955k | 7.9k | 121.00 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $933k | -6% | 3.7k | 249.76 |
|
| Comcast Corp Cl A (CMCSA) | 0.4 | $909k | 21k | 43.35 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $894k | 2.0k | 454.88 |
|
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| Gilead Sciences (GILD) | 0.3 | $792k | +1129% | 11k | 73.25 |
|
| Nike CL B (NKE) | 0.3 | $687k | -13% | 7.3k | 93.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $676k | +77% | 1.6k | 420.52 |
|
| Eaton Corp SHS (ETN) | 0.3 | $658k | -5% | 2.1k | 312.68 |
|
| Super Micro Computer (SMCI) | 0.2 | $606k | -40% | 600.00 | 1010.03 |
|
| M&T Bank Corporation (MTB) | 0.2 | $602k | 4.1k | 145.44 |
|
|
| Netflix (NFLX) | 0.2 | $556k | +90% | 916.00 | 607.41 |
|
| SYSCO Corporation (SYY) | 0.2 | $497k | 6.1k | 81.18 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $495k | +58% | 1.4k | 346.59 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $493k | NEW | 5.3k | 92.72 |
|
| Linde SHS (LIN) | 0.2 | $479k | +78% | 1.0k | 464.27 |
|
| Wells Fargo & Company (WFC) | 0.2 | $478k | +8% | 8.2k | 57.96 |
|
| Corning Incorporated (GLW) | 0.2 | $473k | -2% | 14k | 32.96 |
|
| Microchip Technology (MCHP) | 0.2 | $424k | -9% | 4.7k | 89.72 |
|
| Amgen (AMGN) | 0.2 | $424k | -12% | 1.5k | 284.31 |
|
| salesforce (CRM) | 0.2 | $417k | +94% | 1.4k | 301.18 |
|
| General Motors Company (GM) | 0.2 | $402k | +676% | 8.9k | 45.35 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $398k | +13% | 3.5k | 115.29 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $387k | +19% | 5.0k | 77.73 |
|
| Tesla Motors (TSLA) | 0.2 | $379k | +189% | 2.2k | 175.79 |
|
| CSX Corporation (CSX) | 0.1 | $368k | 9.9k | 37.07 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $357k | +194% | 2.2k | 163.18 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $323k | +9% | 3.3k | 97.94 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $305k | 3.2k | 95.50 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $302k | 2.8k | 106.49 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $300k | -4% | 2.6k | 117.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $283k | -8% | 1.1k | 259.92 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $257k | -35% | 1.0k | 250.04 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $253k | 1.4k | 186.81 |
|
|
| Arm Holdings Sponsored Adr (ARM) | 0.1 | $250k | NEW | 2.0k | 124.99 |
|
| Qualcomm (QCOM) | 0.1 | $239k | -3% | 1.4k | 169.30 |
|
| Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) | 0.1 | $239k | 11k | 21.24 |
|
|
| Norfolk Southern (NSC) | 0.1 | $236k | 927.00 | 254.76 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $236k | -7% | 2.4k | 97.51 |
|
| Advanced Micro Devices (AMD) | 0.1 | $233k | +383% | 1.3k | 180.49 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $217k | 1.2k | 182.53 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $210k | -5% | 5.0k | 42.01 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $209k | 1.9k | 110.53 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $208k | -2% | 520.00 | 399.09 |
|
| American Express Company (AXP) | 0.1 | $201k | -5% | 884.00 | 227.69 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $200k | 952.00 | 210.41 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $196k | -25% | 2.0k | 96.71 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $194k | 2.5k | 76.82 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $188k | -11% | 557.00 | 337.05 |
|
| At&t (T) | 0.1 | $188k | -30% | 11k | 17.60 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $171k | 956.00 | 179.11 |
|
|
| Verizon Communications (VZ) | 0.1 | $166k | +17% | 4.0k | 41.96 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $166k | +24% | 345.00 | 480.15 |
|
| Caterpillar (CAT) | 0.1 | $165k | -8% | 450.00 | 366.43 |
|
| Prologis (PLD) | 0.1 | $161k | 1.2k | 130.22 |
|
|
| Hp (HPQ) | 0.1 | $157k | 5.2k | 30.22 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $155k | 1.7k | 91.27 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $153k | -2% | 2.6k | 58.05 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $150k | -8% | 607.00 | 247.57 |
|
| Walt Disney Company (DIS) | 0.1 | $147k | +493% | 1.2k | 122.40 |
|
| Unum (UNM) | 0.1 | $145k | 2.7k | 53.66 |
|
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| Consolidated Edison (ED) | 0.1 | $145k | 1.6k | 90.81 |
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| Unilever Spon Adr New (UL) | 0.1 | $137k | 2.7k | 50.20 |
|
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| Chubb (CB) | 0.1 | $136k | 525.00 | 258.89 |
|
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| United Parcel Service CL B (UPS) | 0.1 | $135k | -22% | 909.00 | 148.65 |
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| Clorox Company (CLX) | 0.1 | $129k | -6% | 840.00 | 153.02 |
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| General Dynamics Corporation (GD) | 0.1 | $127k | 450.00 | 282.49 |
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| Canadian Natl Ry (CNI) | 0.1 | $125k | 950.00 | 131.71 |
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| Genuine Parts Company (GPC) | 0.1 | $125k | 807.00 | 154.93 |
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| Citigroup Com New (C) | 0.1 | $125k | -5% | 2.0k | 63.23 |
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| Intel Corporation (INTC) | 0.1 | $124k | +1594% | 2.8k | 44.18 |
|
| Cigna Corp (CI) | 0.0 | $123k | 339.00 | 363.19 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $122k | -6% | 2.3k | 54.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $119k | 267.00 | 444.01 |
|
|
| Emerson Electric (EMR) | 0.0 | $117k | 1.0k | 113.42 |
|
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| Kimberly-Clark Corporation (KMB) | 0.0 | $116k | 896.00 | 129.42 |
|
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| Sempra Energy (SRE) | 0.0 | $113k | 1.6k | 71.82 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $113k | -24% | 1.0k | 110.52 |
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| Nextera Energy (NEE) | 0.0 | $113k | 1.8k | 63.91 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $109k | 2.1k | 51.07 |
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| International Business Machines (IBM) | 0.0 | $109k | -15% | 570.00 | 190.96 |
|
| Astronics Corporation (ATRO) | 0.0 | $109k | 5.7k | 19.04 |
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| First Tr Energy Infrastrctr (FIF) | 0.0 | $107k | NEW | 5.9k | 18.16 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $105k | 1.2k | 84.44 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $103k | 1.7k | 59.40 |
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| Deere & Company (DE) | 0.0 | $102k | -11% | 248.00 | 411.09 |
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| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $101k | 2.3k | 43.04 |
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| Ishares Tr Core Msci Total (IXUS) | 0.0 | $99k | 1.5k | 67.86 |
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| Kla Corp Com New (KLAC) | 0.0 | $98k | 140.00 | 698.57 |
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| Agilon Health (AGL) | 0.0 | $94k | 15k | 6.10 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $94k | -5% | 179.00 | 524.34 |
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| Lululemon Athletica (LULU) | 0.0 | $93k | +19% | 239.00 | 390.65 |
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| Air Products & Chemicals (APD) | 0.0 | $93k | 382.00 | 242.27 |
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| Centene Corporation (CNC) | 0.0 | $90k | 1.1k | 78.48 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $89k | 484.00 | 183.89 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $88k | 1.7k | 53.39 |
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| Shell Spon Ads (SHEL) | 0.0 | $87k | 1.3k | 67.04 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $83k | -11% | 396.00 | 208.27 |
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| Servicenow (NOW) | 0.0 | $82k | 107.00 | 762.40 |
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| Uber Technologies (UBER) | 0.0 | $77k | NEW | 1.0k | 76.99 |
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| Pfizer (PFE) | 0.0 | $77k | 2.8k | 27.75 |
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| Renaissance Re Holdings Ltd Cmn (RNR) | 0.0 | $76k | 323.00 | 234.94 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $76k | 1.1k | 70.00 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $74k | 360.00 | 205.09 |
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| Paychex (PAYX) | 0.0 | $73k | 595.00 | 122.80 |
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| Honeywell International (HON) | 0.0 | $69k | -38% | 335.00 | 205.25 |
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| PNC Financial Services (PNC) | 0.0 | $69k | 425.00 | 161.60 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $68k | 857.00 | 79.57 |
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| Ameriprise Financial (AMP) | 0.0 | $67k | -6% | 153.00 | 438.44 |
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| Pioneer Natural Resources (PXD) | 0.0 | $64k | 242.00 | 262.50 |
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| Kellogg Company (K) | 0.0 | $63k | 1.1k | 57.29 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $62k | +142% | 1.0k | 60.71 |
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| Allstate Corporation (ALL) | 0.0 | $60k | 346.00 | 173.01 |
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| American Tower Reit (AMT) | 0.0 | $58k | -8% | 295.00 | 197.59 |
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| Republic Services (RSG) | 0.0 | $57k | 300.00 | 191.44 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $56k | 893.00 | 62.81 |
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| Danaher Corporation (DHR) | 0.0 | $56k | +2140% | 224.00 | 249.89 |
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| Philip Morris International (PM) | 0.0 | $55k | 600.00 | 91.62 |
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| General Electric Com New (GE) | 0.0 | $55k | 313.00 | 175.54 |
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| Altria (MO) | 0.0 | $53k | 1.2k | 43.62 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $52k | -5% | 301.00 | 174.21 |
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| State Street Corporation (STT) | 0.0 | $50k | 650.00 | 77.32 |
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| Colgate-Palmolive Company (CL) | 0.0 | $50k | -19% | 550.00 | 90.05 |
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| CVS Caremark Corporation (CVS) | 0.0 | $49k | -39% | 610.00 | 79.76 |
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| Us Bancorp Del Com New (USB) | 0.0 | $46k | 1.0k | 44.70 |
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| Trane Technologies SHS (TT) | 0.0 | $45k | 150.00 | 300.20 |
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| Phillips 66 (PSX) | 0.0 | $45k | 275.00 | 163.34 |
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| Skyworks Solutions (SWKS) | 0.0 | $44k | 405.00 | 108.42 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $43k | 261.00 | 165.25 |
|
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $43k | 179.00 | 238.32 |
|
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| Royal Caribbean Cruises (RCL) | 0.0 | $42k | 300.00 | 139.01 |
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| West Pharmaceutical Services (WST) | 0.0 | $42k | 105.00 | 395.71 |
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| Douglas Dynamics (PLOW) | 0.0 | $41k | -40% | 1.7k | 24.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $41k | 200.00 | 205.72 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $41k | -49% | 210.00 | 194.81 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $41k | 499.00 | 81.66 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $40k | -34% | 148.00 | 271.45 |
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| S&p Global (SPGI) | 0.0 | $40k | -8% | 94.00 | 425.46 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $40k | 440.00 | 89.67 |
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| AFLAC Incorporated (AFL) | 0.0 | $39k | -6% | 458.00 | 85.78 |
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| Lamb Weston Hldgs (LW) | 0.0 | $39k | 366.00 | 106.53 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $39k | 2.0k | 19.29 |
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| American Water Works (AWK) | 0.0 | $38k | 313.00 | 122.21 |
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| Equity Residential Sh Ben Int (EQR) | 0.0 | $38k | 600.00 | 63.11 |
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| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $36k | 1.5k | 23.94 |
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| Walgreen Boots Alliance (WBA) | 0.0 | $35k | 1.6k | 21.69 |
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| Devon Energy Corporation (DVN) | 0.0 | $35k | 702.00 | 50.18 |
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| Carrier Global Corporation (CARR) | 0.0 | $34k | 590.00 | 58.13 |
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| BP Sponsored Adr (BP) | 0.0 | $34k | +496% | 901.00 | 37.68 |
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| Entegris (ENTG) | 0.0 | $32k | 230.00 | 140.54 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $32k | 335.00 | 95.60 |
|
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| Ishares Msci Israel Etf (EIS) | 0.0 | $32k | 500.00 | 63.77 |
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| Lowe's Companies (LOW) | 0.0 | $31k | -16% | 120.00 | 254.73 |
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| Gartner (IT) | 0.0 | $31k | 64.00 | 476.67 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $30k | NEW | 194.00 | 155.91 |
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| Analog Devices (ADI) | 0.0 | $30k | -18% | 152.00 | 197.80 |
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| Morgan Stanley Com New (MS) | 0.0 | $30k | 318.00 | 94.16 |
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| Middlesex Water Company (MSEX) | 0.0 | $30k | -22% | 567.00 | 52.50 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $30k | 259.00 | 114.22 |
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| Target Corporation (TGT) | 0.0 | $29k | -28% | 164.00 | 177.21 |
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| Travelers Companies (TRV) | 0.0 | $29k | 125.00 | 230.14 |
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| Eversource Energy (ES) | 0.0 | $29k | -72% | 478.00 | 59.77 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $29k | 330.00 | 86.48 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $29k | 216.00 | 131.88 |
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| Intuit (INTU) | 0.0 | $28k | +79% | 43.00 | 650.58 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $28k | 50.00 | 556.40 |
|
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| ConocoPhillips (COP) | 0.0 | $28k | -6% | 216.00 | 127.28 |
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| Everi Hldgs (EVRI) | 0.0 | $27k | 2.7k | 10.05 |
|
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| Watsco, Incorporated (WSO) | 0.0 | $27k | 63.00 | 431.98 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $27k | 292.00 | 93.05 |
|
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $27k | 180.00 | 148.44 |
|
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| Southern Company (SO) | 0.0 | $27k | -52% | 372.00 | 71.74 |
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| Xerox Holdings Corp Com New (XRX) | 0.0 | $26k | 1.4k | 17.90 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $26k | 312.00 | 81.87 |
|
|
| RBB Us Treasy 2 Yr (UTWO) | 0.0 | $25k | 524.00 | 48.11 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $24k | -31% | 176.00 | 136.97 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $23k | 232.00 | 99.27 |
|
|
| Copart (CPRT) | 0.0 | $23k | 396.00 | 57.92 |
|
|
| L3harris Technologies (LHX) | 0.0 | $23k | 107.00 | 213.10 |
|
|
| Darden Restaurants (DRI) | 0.0 | $23k | 136.00 | 167.15 |
|
|
| Rockwell Automation (ROK) | 0.0 | $22k | -66% | 75.00 | 291.33 |
|
| Illinois Tool Works (ITW) | 0.0 | $22k | 81.00 | 268.33 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $21k | 1.1k | 20.08 |
|
|
| ConAgra Foods (CAG) | 0.0 | $21k | 715.00 | 29.64 |
|
|
| Hershey Company (HSY) | 0.0 | $21k | -2% | 108.00 | 194.50 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $21k | 775.00 | 26.97 |
|
|
| American Electric Power Company (AEP) | 0.0 | $21k | 238.00 | 86.10 |
|
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $20k | +2% | 2.1k | 9.75 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $20k | 412.00 | 48.77 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $20k | 210.00 | 94.40 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $19k | 200.00 | 96.73 |
|
|
| Fiserv (FI) | 0.0 | $19k | 120.00 | 159.82 |
|
|
| RPM International (RPM) | 0.0 | $18k | 155.00 | 118.95 |
|
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $18k | 2.1k | 8.44 |
|
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $17k | 920.00 | 18.93 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $17k | 1.1k | 16.39 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $17k | 56.00 | 301.45 |
|
|
| Cardinal Health (CAH) | 0.0 | $17k | 150.00 | 111.90 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $17k | 157.00 | 105.83 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $17k | 209.00 | 79.31 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $16k | -18% | 204.00 | 80.60 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $16k | 60.00 | 270.35 |
|
|
| Xcel Energy (XEL) | 0.0 | $16k | 300.00 | 53.75 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $16k | 77.00 | 204.87 |
|
|
| Applied Materials (AMAT) | 0.0 | $16k | -29% | 75.00 | 206.24 |
|
| Boston Beer Cl A (SAM) | 0.0 | $15k | 50.00 | 304.42 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $15k | 226.00 | 66.99 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $15k | 55.00 | 274.55 |
|
|
| Urban Edge Pptys (UE) | 0.0 | $15k | 864.00 | 17.27 |
|
|
| Waste Management (WM) | 0.0 | $15k | 70.00 | 213.16 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $14k | 701.00 | 20.44 |
|
|
| Exponent (EXPO) | 0.0 | $14k | 170.00 | 82.69 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $14k | 713.00 | 19.69 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $14k | 1.7k | 8.49 |
|
|
| Jbg Smith Properties (JBGS) | 0.0 | $14k | 864.00 | 16.05 |
|
|
| Five Below (FIVE) | 0.0 | $14k | 75.00 | 181.39 |
|
|
| Lithia Motors (LAD) | 0.0 | $14k | 45.00 | 300.87 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $14k | 160.00 | 84.18 |
|
|
| Rb Global (RBA) | 0.0 | $13k | 175.00 | 76.17 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $13k | +33% | 84.00 | 155.90 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $13k | 281.00 | 45.41 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $13k | 28.00 | 454.39 |
|
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $12k | -36% | 204.00 | 60.74 |
|
| Toro Company (TTC) | 0.0 | $12k | 135.00 | 91.64 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $12k | 42.00 | 291.95 |
|
|
| Pool Corporation (POOL) | 0.0 | $12k | 30.00 | 403.50 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $12k | 500.00 | 23.66 |
|
|
| Full House Resorts (FLL) | 0.0 | $11k | 2.0k | 5.57 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $11k | 2.0k | 5.52 |
|
|
| NiSource (NI) | 0.0 | $11k | 400.00 | 27.66 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $11k | 239.00 | 45.37 |
|
|
| Moderna (MRNA) | 0.0 | $11k | 101.00 | 106.56 |
|
|
| Gra (GGG) | 0.0 | $11k | 115.00 | 93.46 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $11k | 504.00 | 20.96 |
|
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $10k | 1.0k | 10.35 |
|
|
| Tyler Technologies (TYL) | 0.0 | $10k | 24.00 | 425.04 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $10k | 78.00 | 128.41 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $9.9k | 902.00 | 10.95 |
|
|
| CoStar (CSGP) | 0.0 | $9.7k | 100.00 | 96.60 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $9.7k | 503.00 | 19.20 |
|
|
| Catalent (CTLT) | 0.0 | $9.6k | 170.00 | 56.45 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $9.5k | 64.00 | 147.73 |
|
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $9.4k | 533.00 | 17.70 |
|
|
| Decisionpoint Sys (DPSI) | 0.0 | $9.1k | NEW | 1.0k | 9.07 |
|
| Burlington Stores (BURL) | 0.0 | $9.1k | 39.00 | 232.21 |
|
|
| Quaker Chemical Corporation (KWR) | 0.0 | $9.0k | 44.00 | 205.25 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $9.0k | 140.00 | 64.37 |
|
|
| Sun Communities (SUI) | 0.0 | $9.0k | 70.00 | 128.59 |
|
|
| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.0 | $8.9k | 106.00 | 83.82 |
|
|
| Polaris Industries (PII) | 0.0 | $8.6k | 86.00 | 100.13 |
|
|
| Epam Systems (EPAM) | 0.0 | $8.3k | 30.00 | 276.17 |
|
|
| Fastenal Company (FAST) | 0.0 | $8.2k | 106.00 | 77.14 |
|
|
| Hubspot (HUBS) | 0.0 | $8.1k | 13.00 | 626.62 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $8.0k | 190.00 | 42.13 |
|
|
| Bio Rad Labs Cl A (BIO) | 0.0 | $8.0k | 23.00 | 345.91 |
|
|
| Stag Industrial (STAG) | 0.0 | $7.9k | 206.00 | 38.44 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $7.7k | 76.00 | 101.92 |
|
|
| HEICO Corporation (HEI) | 0.0 | $7.6k | 40.00 | 191.00 |
|
|
| National Fuel Gas (NFG) | 0.0 | $7.6k | 142.00 | 53.73 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $7.5k | 83.00 | 90.92 |
|
|
| Rivernorth Managed (RMM) | 0.0 | $7.5k | 500.00 | 14.97 |
|
|
| Greenlight Capital Re Class A (GLRE) | 0.0 | $7.5k | 600.00 | 12.47 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $7.5k | 34.00 | 219.26 |
|
|
| Capital One Financial (COF) | 0.0 | $7.3k | -44% | 49.00 | 148.90 |
|
| Cognex Corporation (CGNX) | 0.0 | $7.2k | 170.00 | 42.42 |
|
|
| Globant S A (GLOB) | 0.0 | $7.1k | 35.00 | 201.91 |
|
|
| Ammo (POWW) | 0.0 | $6.8k | 2.5k | 2.75 |
|
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $6.7k | 263.00 | 25.38 |
|
|
| TJX Companies (TJX) | 0.0 | $6.6k | -48% | 65.00 | 101.43 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $6.5k | 50.00 | 130.98 |
|
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $6.4k | +2% | 596.00 | 10.80 |
|
| Mohawk Industries (MHK) | 0.0 | $6.4k | 49.00 | 130.90 |
|
|
| Rapid7 (RPD) | 0.0 | $6.4k | 130.00 | 49.05 |
|
|
| FedEx Corporation (FDX) | 0.0 | $6.4k | 22.00 | 289.77 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $6.4k | 27.00 | 235.74 |
|
|
| Kroger (KR) | 0.0 | $6.3k | 111.00 | 57.14 |
|
|
| Fidelity National Information Services (FIS) | 0.0 | $6.3k | 85.00 | 74.19 |
|
|
| Advance Auto Parts (AAP) | 0.0 | $6.2k | 73.00 | 85.10 |
|
|
| Dow (DOW) | 0.0 | $6.1k | 106.00 | 57.93 |
|
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $6.1k | 186.00 | 32.89 |
|
|
| Agnico (AEM) | 0.0 | $6.0k | 101.00 | 59.65 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $5.9k | 125.00 | 47.31 |
|
|
| Southwest Airlines (LUV) | 0.0 | $5.8k | 200.00 | 29.19 |
|
|
| Tyson Foods Cl A (TSN) | 0.0 | $5.8k | 98.00 | 58.73 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $5.7k | 274.00 | 20.82 |
|
|
| Six Flags Entertainment (SIX) | 0.0 | $5.7k | 215.00 | 26.32 |
|
|
| General Mills (GIS) | 0.0 | $5.6k | -68% | 80.00 | 70.41 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $5.6k | 300.00 | 18.66 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $5.6k | 24.00 | 231.71 |
|
|
| Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $5.4k | +2% | 511.00 | 10.53 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $5.3k | 40.00 | 131.25 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $5.2k | 40.00 | 128.93 |
|
|
| Wk Kellogg Com Shs (KLG) | 0.0 | $5.2k | 274.00 | 18.80 |
|
|
| Insulet Corporation (PODD) | 0.0 | $5.1k | 30.00 | 171.40 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $5.1k | 50.00 | 101.42 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $5.1k | 70.00 | 72.37 |
|
|
| Frontier Group Hldgs (ULCC) | 0.0 | $5.0k | 621.00 | 8.11 |
|
|
| Barnes (B) | 0.0 | $5.0k | NEW | 135.00 | 37.16 |
|
| Becton, Dickinson and (BDX) | 0.0 | $4.9k | 20.00 | 247.45 |
|
|
| Kohl's Corporation (KSS) | 0.0 | $4.9k | 169.00 | 29.15 |
|
|
| V.F. Corporation (VFC) | 0.0 | $4.9k | -79% | 318.00 | 15.34 |
|
| TreeHouse Foods (THS) | 0.0 | $4.8k | 124.00 | 38.95 |
|
|
| Dupont De Nemours (DD) | 0.0 | $4.7k | 61.00 | 76.67 |
|
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $4.6k | NEW | 1.0k | 4.63 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $4.6k | 45.00 | 102.40 |
|
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $4.5k | 329.00 | 13.73 |
|
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $4.3k | 100.00 | 43.24 |
|
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $4.3k | 51.00 | 83.94 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $4.1k | 56.00 | 73.16 |
|
|
| Western Union Company (WU) | 0.0 | $3.9k | 276.00 | 13.98 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $3.8k | 12.00 | 320.67 |
|
|
| Dril-Quip (DRQ) | 0.0 | $3.8k | 170.00 | 22.54 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $3.8k | 15.00 | 253.80 |
|
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $3.8k | 35.00 | 107.34 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $3.7k | 60.00 | 61.45 |
|
|
| Adapthealth Corp Common Stock (AHCO) | 0.0 | $3.6k | 315.00 | 11.51 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $3.5k | 200.00 | 17.73 |
|
|
| Viatris (VTRS) | 0.0 | $3.5k | 293.00 | 11.94 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $3.4k | 50.00 | 68.16 |
|
|
| Chewy Cl A (CHWY) | 0.0 | $3.2k | NEW | 200.00 | 15.91 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $3.2k | 64.00 | 49.36 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $3.0k | 9.00 | 329.22 |
|
|
| Apollo Commercial Real Est. Finance (ARI) | 0.0 | $3.0k | 265.00 | 11.14 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $3.0k | 338.00 | 8.73 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $2.9k | 12.00 | 244.17 |
|
|
| Duluth Hldgs Com Cl B (DLTH) | 0.0 | $2.9k | 591.00 | 4.90 |
|
|
| Pixelworks Com New (PXLW) | 0.0 | $2.9k | NEW | 1.1k | 2.58 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.0 | $2.9k | 68.00 | 42.46 |
|
|
| Elanco Animal Health (ELAN) | 0.0 | $2.8k | 174.00 | 16.28 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $2.7k | 10.00 | 270.60 |
|
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $2.7k | 94.00 | 28.78 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $2.6k | 67.00 | 38.93 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $2.5k | 10.00 | 249.90 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $2.5k | 20.00 | 123.60 |
|
|
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $2.4k | 150.00 | 16.03 |
|
|
| Kopin Corporation (KOPN) | 0.0 | $2.4k | 1.3k | 1.80 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $2.3k | 24.00 | 96.83 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $2.3k | 45.00 | 51.56 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $2.3k | 114.00 | 20.30 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.3k | -33% | 10.00 | 228.60 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $2.1k | 6.00 | 357.33 |
|
|
| Indivior Ord (INDV) | 0.0 | $2.1k | 100.00 | 21.42 |
|
|
| Penn National Gaming (PENN) | 0.0 | $1.9k | 105.00 | 18.22 |
|
|
| Listed Fd Tr Roundhill Ball (METV) | 0.0 | $1.9k | 150.00 | 12.47 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $1.6k | 100.00 | 16.34 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $1.3k | 5.00 | 260.80 |
|
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $1.2k | 51.00 | 23.24 |
|
|
| Uipath Cl A (PATH) | 0.0 | $1.1k | 50.00 | 22.68 |
|
|
| Alight Com Cl A (ALIT) | 0.0 | $1.0k | 104.00 | 9.86 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $987.000300 | -82% | 11.00 | 89.73 |
|
| International Paper Company (IP) | 0.0 | $937.000800 | 24.00 | 39.04 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $816.001200 | 28.00 | 29.14 |
|
|
| Etsy (ETSY) | 0.0 | $756.000300 | 11.00 | 68.73 |
|
|
| Teladoc (TDOC) | 0.0 | $739.998000 | 49.00 | 15.10 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $704.000100 | -85% | 3.00 | 234.67 |
|
| Twilio Cl A (TWLO) | 0.0 | $612.000000 | 10.00 | 61.20 |
|
|
| Listed Fd Tr Roundhill Video (NERD) | 0.0 | $599.999400 | +2% | 39.00 | 15.38 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $594.000000 | 4.00 | 148.50 |
|
|
| F&g Annuities & Life Common Stock (FG) | 0.0 | $567.999600 | 14.00 | 40.57 |
|
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $551.000000 | 100.00 | 5.51 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $483.000000 | 10.00 | 48.30 |
|
|
| Sunrun (RUN) | 0.0 | $396.000000 | 30.00 | 13.20 |
|
|
| Resideo Technologies (REZI) | 0.0 | $382.000200 | 17.00 | 22.47 |
|
|
| Paysafe SHS (PSFE) | 0.0 | $364.000300 | 23.00 | 15.83 |
|
|
| Fastly Cl A (FSLY) | 0.0 | $338.000000 | 26.00 | 13.00 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $327.000000 | 5.00 | 65.40 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $326.000000 | 5.00 | 65.20 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $304.000200 | 7.00 | 43.43 |
|
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $264.000000 | 100.00 | 2.64 |
|
|
| Huya Ads Rep Shs A (HUYA) | 0.0 | $228.000000 | 50.00 | 4.56 |
|
|
| System1 Cl A Com (SST) | 0.0 | $225.998000 | 115.00 | 1.97 |
|
|
| Fidelity Covington Trust Msci Consm Dis (FDIS) | 0.0 | $181.000000 | 2.00 | 90.50 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $171.000000 | 2.00 | 85.50 |
|
|
| Lemonade (LMND) | 0.0 | $165.000000 | 10.00 | 16.50 |
|
|
| Etf Ser Solutions Defiance Next (FIVG) | 0.0 | $163.000000 | 4.00 | 40.75 |
|
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $155.000000 | 10.00 | 15.50 |
|
|
| Agora Ads (API) | 0.0 | $126.000000 | 50.00 | 2.52 |
|
|
| Pubmatic Com Cl A (PUBM) | 0.0 | $119.000000 | NEW | 5.00 | 23.80 |
|
| Advansix (ASIX) | 0.0 | $115.000000 | 4.00 | 28.75 |
|
|
| Pyxis Oncology Common Stock (PYXS) | 0.0 | $107.000000 | 25.00 | 4.28 |
|
|
| Vici Pptys (VICI) | 0.0 | $90.000000 | 3.00 | 30.00 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $88.000000 | 4.00 | 22.00 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $81.000000 | 1.00 | 81.00 |
|
|
| Karyopharm Therapeutics (KPTI) | 0.0 | $72.998400 | 48.00 | 1.52 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $43.999800 | 6.00 | 7.33 |
|
Past Filings by West Branch Capital
SEC 13F filings are viewable for West Branch Capital going back to 2018
- West Branch Capital 2024 Q1 filed April 24, 2024
- West Branch Capital 2023 Q4 filed Jan. 19, 2024
- West Branch Capital 2023 Q3 filed Oct. 20, 2023
- West Branch Capital 2023 Q2 filed Aug. 7, 2023
- West Branch Capital 2023 Q1 filed April 20, 2023
- West Branch Capital 2022 Q4 filed Jan. 27, 2023
- West Branch Capital 2022 Q3 filed Oct. 19, 2022
- West Branch Capital 2022 Q2 filed July 28, 2022
- West Branch Capital 2022 Q1 filed May 3, 2022
- West Branch Capital 2021 Q4 filed Jan. 24, 2022
- West Branch Capital 2021 Q3 filed Nov. 9, 2021
- West Branch Capital 2021 Q2 filed Aug. 17, 2021
- West Branch Capital 2021 Q1 filed May 14, 2021
- West Branch Capital 2020 Q4 filed Feb. 8, 2021
- West Branch Capital 2020 Q3 filed Oct. 13, 2020
- West Branch Capital 2020 Q2 filed July 8, 2020