West Branch Capital
Latest statistics and disclosures from West Branch Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, AMZN, and represent 39.44% of West Branch Capital's stock portfolio.
- Added to shares of these 10 stocks: AMZN, SPY, GS, PLTR, TSLA, GOOGL, AMD, META, IBM, PM.
- Started 18 new stock positions in VIS, CEVA, RJF, ASML, NWL, BILL, AVY, NDAQ, CUBE, SCHW. FV, FCX, HELE, ELV, FERG, HLI, IXN, AZN.
- Reduced shares in these 10 stocks: INTU, PEP, MRK, ACN, SHV, TMO, UNP, AAPL, HOOD, NVDA.
- Sold out of its positions in AHCO, ARI, BCPC, BIO, CMG, CL, DHC, DLTH, EPR, EMN.
- West Branch Capital was a net buyer of stock by $7.3M.
- West Branch Capital has $381M in assets under management (AUM), dropping by 12.71%.
- Central Index Key (CIK): 0001738723
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Portfolio Holdings for West Branch Capital
West Branch Capital holds 452 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 10.6 | $40M | 216k | 186.58 |
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| Apple (AAPL) | 10.2 | $39M | 152k | 254.63 |
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| Microsoft Corporation (MSFT) | 7.6 | $29M | 56k | 517.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $22M | 90k | 243.10 |
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| Amazon (AMZN) | 5.4 | $21M | +4% | 94k | 219.57 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $20M | +3% | 30k | 666.19 |
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| Moog CL B (MOG.B) | 3.3 | $12M | 60k | 206.17 |
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| Oracle Corporation (ORCL) | 3.0 | $12M | 41k | 281.24 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $11M | 34k | 315.43 |
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| Broadcom (AVGO) | 2.7 | $11M | 32k | 329.91 |
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| Procter & Gamble Company (PG) | 2.6 | $9.9M | 64k | 153.65 |
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| Meta Platforms Cl A (META) | 2.2 | $8.3M | +4% | 11k | 734.39 |
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| Wal-Mart Stores (WMT) | 2.0 | $7.8M | 76k | 103.06 |
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| Visa Com Cl A (V) | 1.9 | $7.4M | 22k | 341.37 |
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| Abbvie (ABBV) | 1.8 | $6.9M | 30k | 231.54 |
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| Eli Lilly & Co. (LLY) | 1.7 | $6.4M | +2% | 8.4k | 763.00 |
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| Johnson & Johnson (JNJ) | 1.6 | $6.1M | 33k | 185.42 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $6.1M | +3% | 12k | 502.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $6.1M | 9.1k | 669.32 |
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| Home Depot (HD) | 1.5 | $5.7M | +3% | 14k | 405.18 |
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| Tesla Motors (TSLA) | 1.3 | $4.9M | +8% | 11k | 444.71 |
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| UnitedHealth (UNH) | 1.2 | $4.6M | +2% | 13k | 345.30 |
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| Mastercard Incorporated Cl A (MA) | 1.2 | $4.6M | +2% | 8.1k | 568.78 |
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| Exxon Mobil Corporation (XOM) | 1.1 | $4.3M | +2% | 38k | 112.75 |
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| Cisco Systems (CSCO) | 0.9 | $3.6M | +3% | 53k | 68.42 |
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| Netflix (NFLX) | 0.9 | $3.5M | +8% | 2.9k | 1198.97 |
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| Costco Wholesale Corporation (COST) | 0.9 | $3.5M | +6% | 3.8k | 925.63 |
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| Bank of America Corporation (BAC) | 0.9 | $3.4M | +3% | 65k | 51.59 |
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| McDonald's Corporation (MCD) | 0.9 | $3.3M | 11k | 303.89 |
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| Coca-Cola Company (KO) | 0.8 | $3.0M | +4% | 45k | 66.32 |
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| Abbott Laboratories (ABT) | 0.7 | $2.7M | +5% | 20k | 133.94 |
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| Chevron Corporation (CVX) | 0.6 | $2.4M | +6% | 15k | 155.29 |
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| Wells Fargo & Company (WFC) | 0.6 | $2.3M | +8% | 27k | 83.82 |
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| Metropcs Communications (TMUS) | 0.6 | $2.1M | +9% | 9.0k | 239.39 |
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| Booking Holdings (BKNG) | 0.5 | $1.9M | 361.00 | 5396.12 |
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| International Business Machines (IBM) | 0.5 | $1.8M | +20% | 6.5k | 282.15 |
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| salesforce (CRM) | 0.5 | $1.8M | +11% | 7.5k | 236.99 |
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| Linde SHS (LIN) | 0.5 | $1.8M | +9% | 3.8k | 474.99 |
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| Merck & Co (MRK) | 0.5 | $1.8M | -13% | 21k | 83.93 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.7M | 7.1k | 243.55 |
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| Pepsi (PEP) | 0.4 | $1.6M | -16% | 11k | 140.44 |
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| Moog Cl A (MOG.A) | 0.4 | $1.6M | 7.6k | 207.67 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.6M | +10% | 5.2k | 300.80 |
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| Blackrock (BLK) | 0.3 | $1.3M | 1.1k | 1165.40 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $1.2M | -2% | 5.7k | 208.72 |
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| Philip Morris International (PM) | 0.3 | $1.1M | +38% | 7.0k | 162.21 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.1M | -14% | 2.3k | 485.04 |
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| Automatic Data Processing (ADP) | 0.3 | $1.0M | 3.5k | 293.51 |
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| Boeing Company (BA) | 0.2 | $863k | 4.0k | 215.83 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $850k | +92% | 4.7k | 182.42 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $782k | -23% | 3.2k | 246.56 |
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| Goldman Sachs (GS) | 0.2 | $761k | +1190% | 955.00 | 796.36 |
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| M&T Bank Corporation (MTB) | 0.2 | $634k | -3% | 3.2k | 197.62 |
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| American Express Company (AXP) | 0.2 | $630k | +47% | 1.9k | 332.17 |
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| Morgan Stanley Com New (MS) | 0.2 | $595k | +110% | 3.7k | 158.97 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $526k | -2% | 1.1k | 499.21 |
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| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $491k | 3.0k | 165.45 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $490k | +7% | 3.4k | 145.66 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $483k | 6.6k | 72.77 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $474k | 15k | 31.91 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.1 | $428k | +115% | 6.6k | 65.01 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $413k | -6% | 2.9k | 140.94 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $407k | 2.5k | 164.56 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $400k | 11k | 36.81 |
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| Advanced Micro Devices (AMD) | 0.1 | $393k | +1000% | 2.4k | 161.79 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $359k | 1.7k | 215.73 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $350k | 1.1k | 328.09 |
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| Amgen (AMGN) | 0.1 | $341k | 1.2k | 282.20 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $339k | +4% | 3.4k | 100.25 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $338k | +2% | 4.2k | 81.19 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $332k | 542.00 | 612.79 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $329k | +7% | 736.00 | 447.23 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $294k | +92% | 832.00 | 352.75 |
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| At&t (T) | 0.1 | $287k | -7% | 10k | 28.24 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $280k | 1.4k | 206.51 |
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| Eaton Corp SHS (ETN) | 0.1 | $279k | 746.00 | 374.25 |
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| CSX Corporation (CSX) | 0.1 | $267k | 7.5k | 35.51 |
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| Servicenow (NOW) | 0.1 | $266k | -3% | 289.00 | 920.28 |
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| Astronics Corporation (ATRO) | 0.1 | $260k | 5.7k | 45.61 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $252k | 538.00 | 468.41 |
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| Gilead Sciences (GILD) | 0.1 | $242k | 2.2k | 111.02 |
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| Union Pacific Corporation (UNP) | 0.1 | $240k | -40% | 1.0k | 236.26 |
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| Microchip Technology (MCHP) | 0.1 | $240k | +8% | 3.7k | 64.22 |
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| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $234k | -16% | 2.1k | 113.62 |
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| Qualcomm (QCOM) | 0.1 | $233k | 1.4k | 166.36 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $221k | 1.3k | 167.27 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $218k | +117% | 612.00 | 355.47 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $213k | -6% | 1.7k | 123.75 |
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| Unum (UNM) | 0.1 | $211k | 2.7k | 77.78 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $204k | 613.00 | 332.71 |
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| Caterpillar (CAT) | 0.1 | $201k | 421.00 | 477.15 |
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| General Motors Company (GM) | 0.1 | $197k | 3.2k | 60.97 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $185k | 2.7k | 68.08 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $183k | 900.00 | 203.59 |
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| Norfolk Southern (NSC) | 0.0 | $172k | 571.00 | 300.28 |
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| Corning Incorporated (GLW) | 0.0 | $170k | -18% | 2.1k | 82.04 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $156k | -24% | 503.00 | 309.74 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $154k | 257.00 | 600.37 |
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| Kla Corp Com New (KLAC) | 0.0 | $152k | 141.00 | 1078.60 |
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| Prologis (PLD) | 0.0 | $137k | 1.2k | 114.52 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $131k | 1.1k | 120.72 |
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| Walt Disney Company (DIS) | 0.0 | $129k | +6% | 1.1k | 114.54 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $125k | 443.00 | 281.86 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $125k | 167.00 | 746.63 |
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| Bristol Myers Squibb (BMY) | 0.0 | $125k | +16% | 2.8k | 45.09 |
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| General Dynamics Corporation (GD) | 0.0 | $120k | 352.00 | 341.00 |
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| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $117k | 5.9k | 19.82 |
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| Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) | 0.0 | $117k | 2.3k | 50.20 |
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| Emerson Electric (EMR) | 0.0 | $115k | 880.00 | 131.18 |
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| Pfizer (PFE) | 0.0 | $111k | +18% | 4.4k | 25.48 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $109k | 1.4k | 76.34 |
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| Air Products & Chemicals (APD) | 0.0 | $104k | 382.00 | 272.72 |
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| Shell Spon Ads (SHEL) | 0.0 | $103k | 1.4k | 71.53 |
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| Ameriprise Financial (AMP) | 0.0 | $101k | +33% | 205.00 | 491.25 |
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| SYSCO Corporation (SYY) | 0.0 | $100k | -19% | 1.2k | 82.37 |
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| Cigna Corp (CI) | 0.0 | $98k | 339.00 | 288.25 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $97k | 300.00 | 323.58 |
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| Ge Vernova (GEV) | 0.0 | $91k | +51% | 148.00 | 614.91 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $91k | 1.5k | 59.92 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $90k | 374.00 | 239.64 |
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| Canadian Natl Ry (CNI) | 0.0 | $90k | 950.00 | 94.30 |
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| Consolidated Edison (ED) | 0.0 | $85k | 850.00 | 100.52 |
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| PNC Financial Services (PNC) | 0.0 | $85k | 425.00 | 200.93 |
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| Altria (MO) | 0.0 | $83k | +39% | 1.3k | 66.06 |
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| Allstate Corporation (ALL) | 0.0 | $74k | 346.00 | 214.65 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $72k | NEW | 74.00 | 968.09 |
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| AFLAC Incorporated (AFL) | 0.0 | $70k | +47% | 622.00 | 111.70 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $69k | 292.00 | 236.06 |
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| Republic Services (RSG) | 0.0 | $69k | 300.00 | 229.48 |
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| Paychex (PAYX) | 0.0 | $69k | 541.00 | 126.76 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $68k | 1.1k | 62.47 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $64k | 540.00 | 118.83 |
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| Nextera Energy (NEE) | 0.0 | $64k | -12% | 850.00 | 75.49 |
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| Verizon Communications (VZ) | 0.0 | $64k | 1.5k | 43.95 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $63k | 2.7k | 23.28 |
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| BP Sponsored Adr (BP) | 0.0 | $63k | +23% | 1.8k | 34.46 |
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| Kellogg Company (K) | 0.0 | $62k | 750.00 | 82.02 |
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| Select Sector Spdr Tr Communication (XLC) | 0.0 | $59k | 499.00 | 118.37 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $54k | 194.00 | 279.84 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $54k | 179.00 | 302.35 |
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| State Street Corporation (STT) | 0.0 | $53k | -29% | 454.00 | 116.01 |
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| Analog Devices (ADI) | 0.0 | $50k | +56% | 205.00 | 245.70 |
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| Ishares Msci Israel Etf (EIS) | 0.0 | $50k | 500.00 | 100.30 |
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| Travelers Companies (TRV) | 0.0 | $50k | 179.00 | 279.22 |
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| Citigroup Com New (C) | 0.0 | $50k | 492.00 | 101.50 |
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| Constellation Energy (CEG) | 0.0 | $50k | +65% | 151.00 | 329.07 |
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| Honeywell International (HON) | 0.0 | $50k | -13% | 235.00 | 210.50 |
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| CVS Caremark Corporation (CVS) | 0.0 | $48k | 640.00 | 75.39 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $47k | 700.00 | 66.91 |
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| S&p Global (SPGI) | 0.0 | $44k | -5% | 90.00 | 486.71 |
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| Hershey Company (HSY) | 0.0 | $42k | +107% | 224.00 | 187.05 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $42k | 228.00 | 183.73 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $42k | 695.00 | 59.74 |
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| Valero Energy Corporation (VLO) | 0.0 | $41k | +31% | 240.00 | 170.26 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $40k | 193.00 | 209.34 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $40k | 414.00 | 95.87 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $39k | 2.0k | 19.71 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $39k | NEW | 1.0k | 39.22 |
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| Vistra Energy (VST) | 0.0 | $39k | 200.00 | 195.92 |
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| Phillips 66 (PSX) | 0.0 | $37k | 275.00 | 136.02 |
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| Ishares Tr Global Tech Etf (IXN) | 0.0 | $36k | NEW | 353.00 | 103.21 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $36k | -37% | 283.00 | 128.40 |
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| Carrier Global Corporation (CARR) | 0.0 | $35k | 590.00 | 59.70 |
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| Amer Sports Com Shs (AS) | 0.0 | $35k | 1.0k | 34.74 |
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| Eversource Energy (ES) | 0.0 | $34k | 478.00 | 71.14 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $34k | 194.00 | 174.58 |
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| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $33k | 840.00 | 39.61 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $32k | 335.00 | 95.19 |
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| Skyworks Solutions (SWKS) | 0.0 | $31k | 406.00 | 76.90 |
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| Lowe's Companies (LOW) | 0.0 | $31k | 124.00 | 251.31 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $30k | 40.00 | 758.15 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $30k | 50.00 | 596.04 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $30k | 448.00 | 65.92 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $29k | 420.00 | 68.81 |
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| Nasdaq Omx (NDAQ) | 0.0 | $29k | NEW | 323.00 | 88.45 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $29k | +58% | 285.00 | 99.95 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $28k | 88.00 | 319.73 |
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| Iron Mountain (IRM) | 0.0 | $28k | 275.00 | 101.94 |
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| American Tower Reit (AMT) | 0.0 | $28k | 145.00 | 192.32 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $28k | 331.00 | 83.04 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $27k | NEW | 287.00 | 95.47 |
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| First Tr Exchange-traded Energy Inm Partn (EIPX) | 0.0 | $27k | 1.0k | 26.17 |
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| RBB Us Treasy 2 Yr (UTWO) | 0.0 | $27k | 557.00 | 48.56 |
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| O'reilly Automotive (ORLY) | 0.0 | $27k | +4% | 250.00 | 107.81 |
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| Waste Management (WM) | 0.0 | $27k | 120.00 | 220.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $26k | 109.00 | 242.18 |
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| Rockwell Automation (ROK) | 0.0 | $26k | 75.00 | 349.53 |
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| NiSource (NI) | 0.0 | $26k | 604.00 | 43.31 |
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| Raymond James Financial (RJF) | 0.0 | $26k | NEW | 151.00 | 172.60 |
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| Darden Restaurants (DRI) | 0.0 | $26k | 136.00 | 190.36 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $26k | 390.00 | 65.26 |
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| Douglas Dynamics (PLOW) | 0.0 | $25k | -53% | 800.00 | 31.26 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $25k | NEW | 109.00 | 224.59 |
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| Cardinal Health (CAH) | 0.0 | $24k | 150.00 | 156.96 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $23k | 60.00 | 390.30 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $23k | -17% | 183.00 | 124.09 |
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| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $22k | 2.3k | 9.75 |
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| Gartner (IT) | 0.0 | $22k | +30% | 85.00 | 262.87 |
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| Southern Company (SO) | 0.0 | $22k | -50% | 235.00 | 94.77 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $22k | 230.00 | 96.26 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $22k | 1.1k | 20.58 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $22k | 50.00 | 432.94 |
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| Centene Corporation (CNC) | 0.0 | $22k | 604.00 | 35.68 |
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| ConocoPhillips (COP) | 0.0 | $21k | 225.00 | 94.59 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $21k | 232.00 | 91.43 |
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| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $21k | 2.1k | 10.15 |
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| West Pharmaceutical Services (WST) | 0.0 | $21k | 80.00 | 262.34 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $20k | -45% | 143.00 | 142.05 |
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| Rb Global (RBA) | 0.0 | $19k | 175.00 | 108.36 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $18k | 206.00 | 89.32 |
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|
| RPM International (RPM) | 0.0 | $18k | 155.00 | 117.88 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $18k | 663.00 | 27.32 |
|
|
| L3harris Technologies (LHX) | 0.0 | $18k | 59.00 | 305.42 |
|
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $18k | 1.1k | 16.90 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $17k | +2% | 852.00 | 20.22 |
|
| Avery Dennison Corporation (AVY) | 0.0 | $17k | NEW | 105.00 | 162.17 |
|
| Agnico (AEM) | 0.0 | $17k | 101.00 | 168.56 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $17k | +11% | 200.00 | 83.53 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $17k | 56.00 | 297.16 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $17k | 41.00 | 404.32 |
|
|
| Sprott Etf Trust Gold Miners Etf (SGDM) | 0.0 | $17k | 266.00 | 62.00 |
|
|
| Public Storage (PSA) | 0.0 | $17k | 57.00 | 288.86 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $17k | 114.00 | 144.38 |
|
|
| Ecolab (ECL) | 0.0 | $16k | 60.00 | 273.87 |
|
|
| Chubb (CB) | 0.0 | $16k | 58.00 | 282.26 |
|
|
| Nucor Corporation (NUE) | 0.0 | $16k | 118.00 | 135.43 |
|
|
| Proshares Tr Large Cap Cre (CSM) | 0.0 | $16k | 207.00 | 76.73 |
|
|
| Anthem (ELV) | 0.0 | $16k | NEW | 48.00 | 323.12 |
|
| Haleon Spon Ads (HLN) | 0.0 | $15k | 1.7k | 8.97 |
|
|
| MetLife (MET) | 0.0 | $15k | +66% | 177.00 | 82.37 |
|
| Paypal Holdings (PYPL) | 0.0 | $14k | +7% | 215.00 | 67.06 |
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $14k | -68% | 106.00 | 134.42 |
|
| Lithia Motors (LAD) | 0.0 | $14k | 45.00 | 316.00 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $14k | 207.00 | 68.00 |
|
|
| Blackrock Muniyield Quality Fund (MQY) | 0.0 | $14k | 1.2k | 11.65 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $14k | 231.00 | 59.29 |
|
|
| Cubesmart (CUBE) | 0.0 | $14k | NEW | 333.00 | 40.66 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $13k | 902.00 | 14.68 |
|
|
| National Fuel Gas (NFG) | 0.0 | $13k | 142.00 | 92.37 |
|
|
| ConAgra Foods (CAG) | 0.0 | $13k | 715.00 | 18.31 |
|
|
| Uber Technologies (UBER) | 0.0 | $13k | 133.00 | 97.98 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $13k | 135.00 | 96.50 |
|
|
| Simon Property (SPG) | 0.0 | $13k | 69.00 | 187.68 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $13k | 200.00 | 64.73 |
|
|
| HEICO Corporation (HEI) | 0.0 | $13k | 40.00 | 322.82 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $13k | 100.00 | 128.24 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $13k | 262.00 | 48.72 |
|
|
| Fortinet (FTNT) | 0.0 | $13k | 150.00 | 84.08 |
|
|
| Ss&c Technologies Holding (SSNC) | 0.0 | $13k | 142.00 | 88.76 |
|
|
| Tyler Technologies (TYL) | 0.0 | $13k | 24.00 | 523.17 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $13k | 55.00 | 226.96 |
|
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.0 | $12k | 350.00 | 35.48 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $12k | 184.00 | 67.32 |
|
|
| Marsh & McLennan Companies (MMC) | 0.0 | $12k | +1425% | 61.00 | 201.54 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $12k | 101.00 | 121.37 |
|
|
| Entegris (ENTG) | 0.0 | $12k | 130.00 | 92.46 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $12k | 50.00 | 238.18 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR) | 0.0 | $12k | 500.00 | 23.66 |
|
|
| Hp (HPQ) | 0.0 | $12k | -50% | 434.00 | 27.23 |
|
| Exponent (EXPO) | 0.0 | $12k | 170.00 | 69.48 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $12k | 60.00 | 195.87 |
|
|
| Blackrock Core Bd Tr Shs Ben Int (BHK) | 0.0 | $12k | +78% | 1.2k | 9.94 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.0 | $12k | 656.00 | 17.78 |
|
|
| Five Below (FIVE) | 0.0 | $12k | 75.00 | 154.71 |
|
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.0 | $12k | 63.00 | 184.11 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $11k | 190.00 | 57.52 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $11k | 50.00 | 211.42 |
|
|
| TJX Companies (TJX) | 0.0 | $11k | 73.00 | 144.55 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $11k | 280.00 | 37.40 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $10k | 239.00 | 43.63 |
|
|
| Capital One Financial (COF) | 0.0 | $10k | 49.00 | 212.59 |
|
|
| Fastenal Company (FAST) | 0.0 | $10k | 212.00 | 49.04 |
|
|
| F5 Networks (FFIV) | 0.0 | $10k | 32.00 | 323.22 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $10k | 447.00 | 23.12 |
|
|
| Toro Company (TTC) | 0.0 | $10k | 135.00 | 76.20 |
|
|
| Kinder Morgan (KMI) | 0.0 | $10k | 363.00 | 28.31 |
|
|
| Nike CL B (NKE) | 0.0 | $10k | +202% | 145.00 | 69.73 |
|
| American Water Works (AWK) | 0.0 | $10k | 72.00 | 139.19 |
|
|
| Burlington Stores (BURL) | 0.0 | $9.9k | 39.00 | 254.51 |
|
|
| Sempra Energy (SRE) | 0.0 | $9.9k | 110.00 | 89.98 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $9.8k | 503.00 | 19.55 |
|
|
| Gra (GGG) | 0.0 | $9.8k | 115.00 | 84.97 |
|
|
| Medtronic SHS (MDT) | 0.0 | $9.8k | 103.00 | 94.80 |
|
|
| Granite Construction (GVA) | 0.0 | $9.7k | 88.00 | 109.66 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $9.6k | 166.00 | 58.08 |
|
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $9.6k | 500.00 | 19.28 |
|
|
| Insulet Corporation (PODD) | 0.0 | $9.6k | 31.00 | 308.74 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $9.5k | 51.00 | 186.51 |
|
|
| Dupont De Nemours (DD) | 0.0 | $9.3k | 120.00 | 77.90 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $9.3k | +26% | 19.00 | 490.42 |
|
| Pool Corporation (POOL) | 0.0 | $9.3k | -43% | 30.00 | 310.10 |
|
| Sun Communities (SUI) | 0.0 | $9.0k | 70.00 | 129.00 |
|
|
| Yum! Brands (YUM) | 0.0 | $8.8k | 58.00 | 152.00 |
|
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $8.5k | 105.00 | 81.36 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $8.3k | 111.00 | 75.11 |
|
|
| B2gold Corp (BTG) | 0.0 | $8.2k | 1.7k | 4.95 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $8.0k | 28.00 | 286.50 |
|
|
| Enterprise Products Partners (EPD) | 0.0 | $8.0k | 255.00 | 31.27 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $7.9k | 125.00 | 63.59 |
|
|
| Service Corporation International (SCI) | 0.0 | $7.7k | 93.00 | 83.23 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $7.7k | NEW | 100.00 | 76.72 |
|
| Greenlight Capital Re Class A (GLRE) | 0.0 | $7.6k | 600.00 | 12.70 |
|
|
| Kroger (KR) | 0.0 | $7.5k | 111.00 | 67.41 |
|
|
| EOG Resources (EOG) | 0.0 | $7.4k | 66.00 | 112.12 |
|
|
| Stag Industrial (STAG) | 0.0 | $7.3k | 206.00 | 35.29 |
|
|
| Ishares Tr North Amern Nat (IGE) | 0.0 | $7.2k | 146.00 | 49.05 |
|
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $7.2k | 24.00 | 297.92 |
|
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $7.1k | 68.00 | 104.81 |
|
|
| Rivernorth Managed (RMM) | 0.0 | $7.1k | 500.00 | 14.14 |
|
|
| Verisk Analytics (VRSK) | 0.0 | $7.0k | 28.00 | 251.54 |
|
|
| Schwab Strategic Tr Fundamental Emer (FNDE) | 0.0 | $6.7k | 185.00 | 36.16 |
|
|
| Prudential Financial (PRU) | 0.0 | $6.6k | 64.00 | 103.75 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $6.6k | -79% | 26.00 | 254.31 |
|
| Mohawk Industries (MHK) | 0.0 | $6.3k | 49.00 | 128.94 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $6.3k | 300.00 | 21.00 |
|
|
| Voya Infrastructure Industrial & Materia (IDE) | 0.0 | $6.2k | 511.00 | 12.14 |
|
|
| Intel Corporation (INTC) | 0.0 | $6.2k | -85% | 184.00 | 33.55 |
|
| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.0 | $6.1k | 51.00 | 120.57 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $5.9k | 34.00 | 174.26 |
|
|
| American Electric Power Company (AEP) | 0.0 | $5.6k | 50.00 | 112.50 |
|
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $5.6k | 40.00 | 140.05 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $5.6k | 274.00 | 20.41 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $5.4k | 30.00 | 178.73 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $5.2k | 50.00 | 103.08 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $5.2k | 24.00 | 214.62 |
|
|
| Helen Of Troy (HELE) | 0.0 | $5.1k | NEW | 204.00 | 25.20 |
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $5.1k | 66.00 | 77.06 |
|
|
| Bill Com Holdings Ord (BILL) | 0.0 | $5.0k | NEW | 94.00 | 52.98 |
|
| Ceva (CEVA) | 0.0 | $4.9k | NEW | 187.00 | 26.41 |
|
| Fortive (FTV) | 0.0 | $4.9k | 100.00 | 49.16 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $4.9k | 200.00 | 24.56 |
|
|
| Vaxcyte (PCVX) | 0.0 | $4.9k | 135.00 | 36.02 |
|
|
| Mfs Multimarket Income Tr Sh Ben Int (MMT) | 0.0 | $4.8k | 1.0k | 4.78 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $4.6k | 26.00 | 177.96 |
|
|
| V.F. Corporation (VFC) | 0.0 | $4.6k | 318.00 | 14.43 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $4.5k | NEW | 858.00 | 5.24 |
|
| Dollar Tree (DLTR) | 0.0 | $4.3k | 46.00 | 94.39 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $4.3k | 78.00 | 55.50 |
|
|
| Toast Cl A (TOST) | 0.0 | $4.2k | 116.00 | 36.52 |
|
|
| ICU Medical, Incorporated (ICUI) | 0.0 | $4.2k | 35.00 | 119.97 |
|
|
| Bloomin Brands (BLMN) | 0.0 | $4.0k | 564.00 | 7.17 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.0 | $4.0k | NEW | 64.00 | 61.92 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.0 | $3.9k | 125.00 | 31.54 |
|
|
| United Rentals (URI) | 0.0 | $3.8k | +300% | 4.00 | 954.75 |
|
| Vornado Rlty Tr Sh Ben Int (VNO) | 0.0 | $3.8k | 94.00 | 40.53 |
|
|
| Ammo (POWW) | 0.0 | $3.6k | 2.5k | 1.48 |
|
|
| Kenvue (KVUE) | 0.0 | $3.5k | -14% | 215.00 | 16.23 |
|
| Extra Space Storage (EXR) | 0.0 | $3.1k | 22.00 | 140.95 |
|
|
| Eaton Vance Municipal Bond Fund (EIM) | 0.0 | $3.0k | 300.00 | 9.94 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $2.9k | 60.00 | 49.02 |
|
|
| Viatris (VTRS) | 0.0 | $2.9k | 293.00 | 9.90 |
|
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $2.9k | 100.00 | 28.91 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $2.8k | 6.00 | 467.17 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $2.8k | 9.00 | 307.89 |
|
|
| Frontier Group Hldgs (ULCC) | 0.0 | $2.7k | 621.00 | 4.42 |
|
|
| Clorox Company (CLX) | 0.0 | $2.5k | +5% | 21.00 | 120.81 |
|
| Goodyear Tire & Rubber Company (GT) | 0.0 | $2.5k | 329.00 | 7.48 |
|
|
| Listed Fds Tr Roundhill Ball (METV) | 0.0 | $2.3k | 150.00 | 15.65 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $2.3k | 20.00 | 116.50 |
|
|
| Western Union Company (WU) | 0.0 | $2.2k | 276.00 | 7.99 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $2.1k | -38% | 8.00 | 265.38 |
|
| Penn National Gaming (PENN) | 0.0 | $1.5k | 100.00 | 15.45 |
|
|
| Prospect Capital Corporation (PSEC) | 0.0 | $1.5k | +4% | 539.00 | 2.75 |
|
| Ralliant Corp (RAL) | 0.0 | $1.4k | 33.00 | 43.79 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $1.4k | -78% | 17.00 | 84.94 |
|
| Vestis Corporation Com Shs (VSTS) | 0.0 | $1.4k | 318.00 | 4.53 |
|
|
| Houlihan Lokey Cl A (HLI) | 0.0 | $1.4k | NEW | 7.00 | 205.43 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $1.3k | 10.00 | 133.90 |
|
|
| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $1.3k | 51.00 | 25.80 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $1.3k | 132.00 | 9.58 |
|
|
| International Paper Company (IP) | 0.0 | $1.3k | 27.00 | 46.41 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $1.2k | 23.00 | 54.22 |
|
|
| Applied Materials (AMAT) | 0.0 | $1.2k | 6.00 | 204.83 |
|
|
| Vanguard World Industrial Etf (VIS) | 0.0 | $1.2k | NEW | 4.00 | 296.50 |
|
| Twilio Cl A (TWLO) | 0.0 | $1.2k | 10.00 | 116.20 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $1.1k | 10.00 | 105.00 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $1.0k | 10.00 | 104.60 |
|
|
| Jbg Smith Properties (JBGS) | 0.0 | $1.0k | 47.00 | 22.26 |
|
|
| Progressive Corporation (PGR) | 0.0 | $988.000000 | 4.00 | 247.00 |
|
|
| Urban Edge Pptys (UE) | 0.0 | $963.001800 | 47.00 | 20.49 |
|
|
| Brighthouse Finl (BHF) | 0.0 | $955.999800 | 18.00 | 53.11 |
|
|
| Listed Fds Tr Roundhill Video (NERD) | 0.0 | $941.998200 | 39.00 | 24.15 |
|
|
| Take-Two Interactive Software (TTWO) | 0.0 | $939.000000 | 4.00 | 234.75 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $882.000000 | -46% | 7.00 | 126.00 |
|
| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $858.000000 | 100.00 | 8.58 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $822.000000 | 4.00 | 205.50 |
|
|
| Xerox Holdings Corp Com New (XRX) | 0.0 | $805.003800 | 214.00 | 3.76 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $784.000000 | 2.00 | 392.00 |
|
|
| McKesson Corporation (MCK) | 0.0 | $773.000000 | 1.00 | 773.00 |
|
|
| Resideo Technologies (REZI) | 0.0 | $735.000100 | 17.00 | 43.24 |
|
|
| Etsy (ETSY) | 0.0 | $730.999500 | 11.00 | 66.45 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $724.999500 | 15.00 | 48.33 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $691.000000 | 2.00 | 345.50 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $648.999900 | 3.00 | 216.33 |
|
|
| Uipath Cl A (PATH) | 0.0 | $630.000000 | 50.00 | 12.60 |
|
|
| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $616.999600 | 28.00 | 22.04 |
|
|
| Alight Com Cl A (ALIT) | 0.0 | $593.996000 | 104.00 | 5.71 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $586.000200 | -99% | 6.00 | 97.67 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $569.000000 | 4.00 | 142.25 |
|
|
| Lemonade (LMND) | 0.0 | $536.000000 | 10.00 | 53.60 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $522.000000 | 10.00 | 52.20 |
|
|
| Sunrun (RUN) | 0.0 | $519.000000 | 30.00 | 17.30 |
|
|
| Heico Corp Cl A (HEI.A) | 0.0 | $509.000000 | 2.00 | 254.50 |
|
|
| Moody's Corporation (MCO) | 0.0 | $477.000000 | 1.00 | 477.00 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $453.000000 | 5.00 | 90.60 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $444.000000 | -94% | 1.00 | 444.00 |
|
| Stitch Fix Com Cl A (SFIX) | 0.0 | $423.000000 | 100.00 | 4.23 |
|
|
| Quanta Services (PWR) | 0.0 | $415.000000 | 1.00 | 415.00 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $413.000000 | 5.00 | 82.60 |
|
|
| H&R Block (HRB) | 0.0 | $405.000000 | 8.00 | 50.62 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $401.000000 | 2.00 | 200.50 |
|
|
| Nortonlifelock (GEN) | 0.0 | $398.000400 | 14.00 | 28.43 |
|
|
| Banco Santander Adr (SAN) | 0.0 | $392.999200 | 37.00 | 10.62 |
|
|
| Kkr & Co (KKR) | 0.0 | $390.000000 | 3.00 | 130.00 |
|
|
| Stryker Corporation (SYK) | 0.0 | $370.000000 | 1.00 | 370.00 |
|
|
| Dominion Resources (D) | 0.0 | $367.999800 | 6.00 | 61.33 |
|
|
| Teladoc (TDOC) | 0.0 | $358.998500 | 49.00 | 7.33 |
|
|
| Roku Com Cl A (ROKU) | 0.0 | $355.000000 | 5.00 | 71.00 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $352.000000 | 1.00 | 352.00 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $320.999700 | 7.00 | 45.86 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $315.000000 | 4.00 | 78.75 |
|
|
| Evergy (EVRG) | 0.0 | $305.000000 | 4.00 | 76.25 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $294.000000 | 1.00 | 294.00 |
|
|
| Paysafe SHS (PSFE) | 0.0 | $292.999300 | 23.00 | 12.74 |
|
|
| Sap Se Spon Adr (SAP) | 0.0 | $276.000000 | 1.00 | 276.00 |
|
|
| Radian (RDN) | 0.0 | $253.999900 | 7.00 | 36.29 |
|
|
| Garmin SHS (GRMN) | 0.0 | $247.000000 | 1.00 | 247.00 |
|
|
| Schlumberger Com Stk (SLB) | 0.0 | $241.000200 | 7.00 | 34.43 |
|
|
| Packaging Corporation of America (PKG) | 0.0 | $218.000000 | 1.00 | 218.00 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $214.000000 | 1.00 | 214.00 |
|
|
| Ameren Corporation (AEE) | 0.0 | $209.000000 | 2.00 | 104.50 |
|
|
| Fastly Cl A (FSLY) | 0.0 | $201.999200 | 26.00 | 7.77 |
|
|
| Etf Ser Solutions Defiance Connect (SIXG) | 0.0 | $197.000000 | 4.00 | 49.25 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $197.000000 | 1.00 | 197.00 |
|
|
| Ford Motor Company (F) | 0.0 | $192.000000 | 16.00 | 12.00 |
|
|
| Huya Ads Rep Shs A (HUYA) | 0.0 | $183.000000 | 50.00 | 3.66 |
|
|
| Embraer Sponsored Ads (ERJ) | 0.0 | $182.000100 | 3.00 | 60.67 |
|
|
| Agora Ads (API) | 0.0 | $179.000000 | 50.00 | 3.58 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $173.000000 | 1.00 | 173.00 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $171.000000 | 1.00 | 171.00 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $158.000000 | 1.00 | 158.00 |
|
|
| 3M Company (MMM) | 0.0 | $156.000000 | 1.00 | 156.00 |
|
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $154.000000 | 2.00 | 77.00 |
|
|
| NET Lease Office Properties (NLOP) | 0.0 | $149.000000 | 5.00 | 29.80 |
|
|
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.0 | $144.000000 | 10.00 | 14.40 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $134.000000 | 1.00 | 134.00 |
|
|
| Guardant Health (GH) | 0.0 | $125.000000 | 2.00 | 62.50 |
|
|
| Advansix (ASIX) | 0.0 | $78.000000 | 4.00 | 19.50 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $75.000000 | 1.00 | 75.00 |
|
|
| Pubmatic Com Cl A (PUBM) | 0.0 | $57.000000 | 5.00 | 11.40 |
|
|
| System1 Cl A Com (SST) | 0.0 | $51.002500 | 115.00 | 0.44 |
|
|
| Karyopharm Therapeutics Com New (KPTI) | 0.0 | $20.000100 | 3.00 | 6.67 |
|
Past Filings by West Branch Capital
SEC 13F filings are viewable for West Branch Capital going back to 2018
- West Branch Capital 2025 Q3 filed Oct. 21, 2025
- West Branch Capital 2025 Q2 filed July 16, 2025
- West Branch Capital 2025 Q1 filed April 16, 2025
- West Branch Capital 2024 Q4 filed Jan. 17, 2025
- West Branch Capital 2024 Q3 filed Oct. 18, 2024
- West Branch Capital 2024 Q2 filed July 26, 2024
- 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