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, SPY, and represent 41.07% of West Branch Capital's stock portfolio.
- Added to shares of these 10 stocks: AVGO, SPY, AMZN, META, BRK.B, COST, TSLA, IVV, CRM, AMD.
- Started 222 new stock positions in RYAAY, OSK, F, AS, RS, DOX, PLTR, TFX, HDB, TEVA.
- Reduced shares in these 10 stocks: CMCSA, NVDA, NKE, DIS, SYY, CB, T, GLW, HPQ, MKC.
- Sold out of its positions in CHWY, DPSI, DMRC, DRQ, FDIS, INSP, IUSV, USIG, USHY, SCHB.
- West Branch Capital was a net buyer of stock by $9.8M.
- West Branch Capital has $289M in assets under management (AUM), dropping by 7.42%.
- Central Index Key (CIK): 0001738723
Tip: Access up to 7 years of quarterly data
Positions held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for West Branch Capital
West Branch Capital holds 626 positions in its portfolio as reported in the September 2024 quarterly 13F filing
West Branch Capital has 626 total positions. Only the first 250 positions are shown.
- Sign up to view all of the West Branch Capital Sept. 30, 2024 positions
- Download the West Branch Capital September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 12.3 | $36M | 153k | 233.00 |
|
|
| NVIDIA Corporation (NVDA) | 10.3 | $30M | -2% | 245k | 121.44 |
|
| Microsoft Corporation (MSFT) | 7.9 | $23M | 53k | 430.30 |
|
|
| Amazon (AMZN) | 5.3 | $15M | +5% | 83k | 186.33 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.2 | $15M | +15% | 26k | 573.77 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $14M | 85k | 165.85 |
|
|
| Moog CL B (MOG.B) | 4.2 | $12M | 60k | 200.39 |
|
|
| Procter & Gamble Company (PG) | 3.5 | $10M | 59k | 173.20 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.4 | $6.8M | 32k | 210.86 |
|
|
| UnitedHealth (UNH) | 2.2 | $6.4M | 11k | 584.71 |
|
|
| Oracle Corporation (ORCL) | 2.1 | $6.1M | 36k | 170.40 |
|
|
| Abbvie (ABBV) | 2.0 | $5.8M | 30k | 197.48 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $5.4M | +6% | 9.4k | 576.80 |
|
| Wal-Mart Stores (WMT) | 1.9 | $5.4M | +2% | 67k | 80.75 |
|
| Visa Com Cl A (V) | 1.9 | $5.4M | 20k | 274.95 |
|
|
| Home Depot (HD) | 1.7 | $5.0M | +2% | 12k | 405.21 |
|
| Broadcom (AVGO) | 1.5 | $4.4M | +966% | 25k | 172.50 |
|
| Johnson & Johnson (JNJ) | 1.4 | $4.0M | +2% | 25k | 162.06 |
|
| Eli Lilly & Co. (LLY) | 1.4 | $4.0M | +4% | 4.5k | 885.90 |
|
| Meta Platforms Cl A (META) | 1.2 | $3.5M | +17% | 6.2k | 572.40 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $3.3M | 28k | 117.22 |
|
|
| Mastercard Incorporated Cl A (MA) | 1.1 | $3.1M | +4% | 6.2k | 493.80 |
|
| McDonald's Corporation (MCD) | 0.9 | $2.7M | +4% | 8.8k | 304.51 |
|
| Costco Wholesale Corporation (COST) | 0.9 | $2.6M | +16% | 3.0k | 886.59 |
|
| Pepsi (PEP) | 0.9 | $2.5M | +4% | 15k | 170.05 |
|
| Adobe Systems Incorporated (ADBE) | 0.8 | $2.3M | 4.5k | 517.74 |
|
|
| Merck & Co (MRK) | 0.8 | $2.2M | +5% | 20k | 113.56 |
|
| Coca-Cola Company (KO) | 0.8 | $2.2M | +4% | 31k | 71.86 |
|
| Cisco Systems (CSCO) | 0.7 | $2.1M | +5% | 40k | 53.22 |
|
| Moog Cl A (MOG.A) | 0.6 | $1.8M | 8.8k | 202.02 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $1.8M | -4% | 8.8k | 200.78 |
|
| Bank of America Corporation (BAC) | 0.6 | $1.8M | +9% | 44k | 39.68 |
|
| Abbott Laboratories (ABT) | 0.6 | $1.7M | 15k | 114.01 |
|
|
| Thermo Fisher Scientific (TMO) | 0.6 | $1.7M | +2% | 2.8k | 618.57 |
|
| Booking Holdings (BKNG) | 0.6 | $1.6M | 382.00 | 4212.53 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.5M | +42% | 3.2k | 460.26 |
|
| Chevron Corporation (CVX) | 0.4 | $1.2M | +11% | 8.2k | 147.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.2M | 7.1k | 167.18 |
|
|
| Tesla Motors (TSLA) | 0.4 | $1.2M | +42% | 4.5k | 261.61 |
|
| BlackRock (BLK) | 0.4 | $1.2M | -3% | 1.2k | 949.45 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.1M | 1.9k | 584.51 |
|
|
| Union Pacific Corporation (UNP) | 0.4 | $1.0M | 4.2k | 246.49 |
|
|
| Automatic Data Processing (ADP) | 0.4 | $1.0M | 3.7k | 276.73 |
|
|
| Netflix (NFLX) | 0.3 | $985k | +30% | 1.4k | 709.33 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $886k | 6.9k | 128.20 |
|
|
| Linde SHS (LIN) | 0.3 | $798k | +31% | 1.7k | 476.87 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $781k | +33% | 2.2k | 353.55 |
|
| Metropcs Communications (TMUS) | 0.3 | $770k | +39% | 3.7k | 206.34 |
|
| M&T Bank Corporation (MTB) | 0.3 | $738k | 4.1k | 178.12 |
|
|
| salesforce (CRM) | 0.3 | $724k | +54% | 2.6k | 273.67 |
|
| Wells Fargo & Company (WFC) | 0.2 | $633k | +8% | 11k | 56.49 |
|
| Eaton Corp SHS (ETN) | 0.2 | $632k | -9% | 1.9k | 331.44 |
|
| Gilead Sciences (GILD) | 0.2 | $600k | -5% | 7.2k | 83.84 |
|
| Advanced Micro Devices (AMD) | 0.2 | $585k | +69% | 3.6k | 164.08 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $555k | 5.3k | 104.19 |
|
|
| Corning Incorporated (GLW) | 0.2 | $497k | -20% | 11k | 45.15 |
|
| Amgen (AMGN) | 0.2 | $471k | -2% | 1.5k | 322.23 |
|
| Qualcomm (QCOM) | 0.2 | $439k | +20% | 2.6k | 170.08 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $435k | 3.5k | 125.63 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $384k | -4% | 4.8k | 80.30 |
|
| Microchip Technology (MCHP) | 0.1 | $349k | -2% | 4.3k | 80.30 |
|
| CSX Corporation (CSX) | 0.1 | $345k | 10k | 34.53 |
|
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $339k | -6% | 3.0k | 113.29 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $334k | 3.3k | 101.27 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $331k | +7% | 1.2k | 283.12 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $330k | -4% | 2.5k | 131.91 |
|
| SYSCO Corporation (SYY) | 0.1 | $330k | -31% | 4.2k | 78.06 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $330k | +40% | 1.7k | 198.00 |
|
| Danaher Corporation (DHR) | 0.1 | $315k | +106% | 1.1k | 278.06 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $309k | +69% | 585.00 | 527.86 |
|
| General Motors Company (GM) | 0.1 | $305k | -12% | 6.8k | 44.84 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $293k | 2.4k | 121.14 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $283k | +97% | 1.0k | 280.47 |
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $283k | 11k | 25.13 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $267k | 1.4k | 197.17 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $264k | 2.5k | 104.67 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $256k | 521.00 | 491.27 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $249k | 5.0k | 49.70 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $241k | -16% | 858.00 | 281.37 |
|
| American Express Company (AXP) | 0.1 | $241k | 887.00 | 271.20 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $235k | 2.0k | 115.30 |
|
|
| Norfolk Southern (NSC) | 0.1 | $225k | -2% | 905.00 | 248.62 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $214k | 1.9k | 110.64 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $209k | 557.00 | 375.38 |
|
|
| International Business Machines (IBM) | 0.1 | $202k | +27% | 915.00 | 221.08 |
|
| Ge Aerospace Com New (GE) | 0.1 | $196k | +234% | 1.0k | 188.58 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $194k | 878.00 | 220.98 |
|
|
| Caterpillar (CAT) | 0.1 | $188k | +6% | 481.00 | 391.34 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $179k | 944.00 | 189.80 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $169k | 611.00 | 276.54 |
|
|
| Verizon Communications (VZ) | 0.1 | $168k | -2% | 3.7k | 44.91 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $167k | 2.7k | 62.69 |
|
|
| Consolidated Edison (ED) | 0.1 | $167k | 1.6k | 104.13 |
|
|
| Unum (UNM) | 0.1 | $161k | 2.7k | 59.44 |
|
|
| Prologis (PLD) | 0.1 | $157k | 1.2k | 126.28 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $148k | 2.9k | 51.73 |
|
|
| United Parcel Service CL B (UPS) | 0.1 | $147k | 1.1k | 136.36 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $147k | 1.6k | 91.92 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $137k | 452.00 | 302.20 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $130k | 267.00 | 488.07 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $130k | 911.00 | 142.35 |
|
|
| Citigroup Com New (C) | 0.0 | $124k | 2.0k | 62.59 |
|
|
| Clorox Company (CLX) | 0.0 | $122k | 748.00 | 162.99 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $119k | 1.2k | 95.74 |
|
|
| Cigna Corp (CI) | 0.0 | $119k | 342.00 | 346.56 |
|
|
| Nextera Energy (NEE) | 0.0 | $116k | -22% | 1.4k | 84.53 |
|
| First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) | 0.0 | $114k | 5.9k | 19.35 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $114k | 382.00 | 297.74 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $113k | 807.00 | 139.68 |
|
|
| Emerson Electric (EMR) | 0.0 | $113k | 1.0k | 109.37 |
|
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $113k | 2.2k | 51.05 |
|
|
| Canadian Natl Ry (CNI) | 0.0 | $111k | 950.00 | 117.15 |
|
|
| Astronics Corporation (ATRO) | 0.0 | $111k | 5.7k | 19.48 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.0 | $111k | 1.7k | 63.86 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $110k | -47% | 1.3k | 82.33 |
|
| Kla Corp Com New (KLAC) | 0.0 | $109k | 141.00 | 774.41 |
|
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.0 | $107k | 2.3k | 45.51 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $105k | 179.00 | 586.53 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $104k | 885.00 | 116.96 |
|
|
| Pfizer (PFE) | 0.0 | $101k | 3.5k | 28.94 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $97k | 484.00 | 200.37 |
|
|
| Servicenow (NOW) | 0.0 | $97k | 108.00 | 894.40 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $95k | +11% | 1.4k | 65.95 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $94k | 1.7k | 57.22 |
|
|
| At&t (T) | 0.0 | $94k | -58% | 4.3k | 22.00 |
|
| Applied Materials (AMAT) | 0.0 | $91k | +276% | 448.00 | 202.06 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $89k | 396.00 | 225.76 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $89k | -17% | 1.2k | 72.62 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $84k | +34% | 406.00 | 206.62 |
|
| Centene Corporation (CNC) | 0.0 | $82k | 1.1k | 75.28 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $80k | 1.1k | 73.67 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $80k | -54% | 1.2k | 64.96 |
|
| PNC Financial Services (PNC) | 0.0 | $79k | 427.00 | 184.85 |
|
|
| Kellogg Company (K) | 0.0 | $77k | 951.00 | 80.71 |
|
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $76k | 360.00 | 211.83 |
|
|
| Uber Technologies (UBER) | 0.0 | $76k | 1.0k | 75.16 |
|
|
| Philip Morris International (PM) | 0.0 | $74k | 607.00 | 121.40 |
|
|
| Paychex (PAYX) | 0.0 | $73k | -8% | 542.00 | 134.19 |
|
| Ameriprise Financial (AMP) | 0.0 | $72k | 153.00 | 469.81 |
|
|
| Honeywell International (HON) | 0.0 | $70k | 336.00 | 206.71 |
|
|
| Allstate Corporation (ALL) | 0.0 | $66k | 346.00 | 189.65 |
|
|
| Lululemon Athletica (LULU) | 0.0 | $65k | 239.00 | 271.82 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $65k | +2% | 1.0k | 62.31 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $64k | -23% | 659.00 | 97.20 |
|
| Altria (MO) | 0.0 | $62k | 1.2k | 51.04 |
|
|
| Agilon Health (AGL) | 0.0 | $61k | 15k | 3.93 |
|
|
| Republic Services (RSG) | 0.0 | $60k | 300.00 | 200.84 |
|
|
| Hp (HPQ) | 0.0 | $59k | -68% | 1.6k | 35.87 |
|
| Trane Technologies SHS (TT) | 0.0 | $58k | 150.00 | 388.73 |
|
|
| State Street Corporation (STT) | 0.0 | $58k | 651.00 | 88.47 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $57k | 551.00 | 103.81 |
|
|
| American Tower Reit (AMT) | 0.0 | $57k | -9% | 244.00 | 232.80 |
|
| Lam Research Corporation (LRCX) | 0.0 | $56k | NEW | 69.00 | 816.09 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $56k | +1919% | 1.4k | 41.12 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $53k | 894.00 | 59.74 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $53k | 300.00 | 177.36 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $51k | 458.00 | 111.70 |
|
|
| S&p Global (SPGI) | 0.0 | $49k | 95.00 | 516.62 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $49k | 200.00 | 243.06 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $48k | 590.00 | 80.49 |
|
|
| Douglas Dynamics (PLOW) | 0.0 | $47k | 1.7k | 27.58 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.0 | $47k | 179.00 | 260.07 |
|
|
| American Water Works (AWK) | 0.0 | $46k | 313.00 | 146.24 |
|
|
| Southern Company (SO) | 0.0 | $45k | +34% | 501.00 | 90.18 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.0 | $45k | 499.00 | 90.40 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $45k | 600.00 | 74.46 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $44k | +328% | 835.00 | 52.81 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $44k | -4% | 200.00 | 220.16 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $42k | 149.00 | 283.15 |
|
|
| Skyworks Solutions (SWKS) | 0.0 | $40k | 405.00 | 98.88 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $40k | 2.0k | 19.72 |
|
|
| Middlesex Water Company (MSEX) | 0.0 | $37k | 567.00 | 65.24 |
|
|
| Phillips 66 (PSX) | 0.0 | $36k | 275.00 | 131.45 |
|
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $36k | 1.5k | 24.00 |
|
|
| Everi Hldgs (EVRI) | 0.0 | $36k | 2.7k | 13.14 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $35k | NEW | 193.00 | 181.99 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $35k | 549.00 | 62.88 |
|
|
| First Tr Exchange Traded Cloud Computing (SKYY) | 0.0 | $34k | 335.00 | 102.26 |
|
|
| Ishares Msci Israel Etf (EIS) | 0.0 | $34k | 500.00 | 67.52 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $34k | 323.00 | 104.24 |
|
|
| Lowe's Companies (LOW) | 0.0 | $34k | +3% | 124.00 | 270.85 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $33k | 262.00 | 127.03 |
|
|
| Gartner (IT) | 0.0 | $33k | 65.00 | 506.77 |
|
|
| Iron Mountain (IRM) | 0.0 | $33k | NEW | 275.00 | 118.83 |
|
| Eversource Energy (ES) | 0.0 | $33k | 479.00 | 68.05 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $33k | 194.00 | 167.67 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $32k | 330.00 | 97.42 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $32k | 292.00 | 109.53 |
|
|
| West Pharmaceutical Services (WST) | 0.0 | $32k | 105.00 | 300.16 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $31k | -23% | 335.00 | 93.58 |
|
| Watsco, Incorporated (WSO) | 0.0 | $31k | 63.00 | 494.22 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $31k | 260.00 | 117.20 |
|
|
| Goldman Sachs (GS) | 0.0 | $30k | NEW | 61.00 | 495.11 |
|
| Travelers Companies (TRV) | 0.0 | $30k | +3% | 129.00 | 234.12 |
|
| Analog Devices (ADI) | 0.0 | $30k | +3% | 131.00 | 230.18 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $29k | 180.00 | 162.76 |
|
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $29k | 50.00 | 569.66 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $28k | 903.00 | 31.37 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $28k | 702.00 | 39.12 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $27k | 319.00 | 83.04 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $27k | 216.00 | 122.64 |
|
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.0 | $26k | 798.00 | 32.83 |
|
|
| RBB Us Treasy 2 Yr (UTWO) | 0.0 | $26k | 536.00 | 48.77 |
|
|
| L3harris Technologies (LHX) | 0.0 | $26k | 109.00 | 237.87 |
|
|
| Entegris (ENTG) | 0.0 | $26k | 230.00 | 112.53 |
|
|
| Target Corporation (TGT) | 0.0 | $26k | 166.00 | 155.86 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $26k | NEW | 448.00 | 57.41 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $25k | NEW | 40.00 | 631.83 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $24k | 232.00 | 103.94 |
|
|
| Lamb Weston Hldgs (LW) | 0.0 | $24k | 366.00 | 64.74 |
|
|
| ConocoPhillips (COP) | 0.0 | $24k | +4% | 225.00 | 105.28 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $23k | -8% | 161.00 | 145.46 |
|
| ConAgra Foods (CAG) | 0.0 | $23k | 717.00 | 32.52 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $23k | 200.00 | 115.02 |
|
|
| Darden Restaurants (DRI) | 0.0 | $22k | 136.00 | 164.13 |
|
|
| Eaton Vance Limited Duration Income Fund (EVV) | 0.0 | $22k | 2.1k | 10.51 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $22k | 1.1k | 20.57 |
|
|
| Fiserv (FI) | 0.0 | $22k | 120.00 | 179.65 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $21k | 81.00 | 262.07 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $21k | 214.00 | 97.95 |
|
|
| Copart (CPRT) | 0.0 | $21k | 400.00 | 52.40 |
|
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $21k | 56.00 | 370.32 |
|
|
| Hershey Company (HSY) | 0.0 | $21k | 108.00 | 191.79 |
|
|
| Flaherty & Crumrine Pref. Incme Opp (PFO) | 0.0 | $21k | 2.2k | 9.41 |
|
|
| Ge Vernova (GEV) | 0.0 | $20k | +2% | 79.00 | 254.99 |
|
| Rockwell Automation (ROK) | 0.0 | $20k | 75.00 | 268.47 |
|
|
| Exponent (EXPO) | 0.0 | $20k | 170.00 | 115.28 |
|
|
| Intuit (INTU) | 0.0 | $19k | -25% | 30.00 | 628.20 |
|
| RPM International (RPM) | 0.0 | $19k | 155.00 | 121.00 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $19k | +6% | 218.00 | 84.69 |
|
| Haleon Spon Ads (HLN) | 0.0 | $18k | +3% | 1.7k | 10.58 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.0 | $18k | 1.1k | 16.95 |
|
|
| RBC Bearings Incorporated (RBC) | 0.0 | $18k | 60.00 | 299.38 |
|
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $18k | 920.00 | 19.25 |
|
|
| Pimco Etf Tr 25yr+ Zero U S (ZROZ) | 0.0 | $18k | 214.00 | 82.24 |
|
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $17k | NEW | 50.00 | 343.30 |
|
| Chubb (CB) | 0.0 | $17k | -88% | 58.00 | 288.40 |
|
| Cardinal Health (CAH) | 0.0 | $17k | 151.00 | 110.52 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $16k | -11% | 139.00 | 118.32 |
|
| Paypal Holdings (PYPL) | 0.0 | $16k | 201.00 | 77.88 |
|
|
| Xerox Holdings Corp Com New (XRX) | 0.0 | $15k | 1.4k | 10.38 |
|
|
| Annaly Capital Management In Com New (NLY) | 0.0 | $15k | 741.00 | 20.07 |
|
|
| Waste Management (WM) | 0.0 | $15k | 71.00 | 207.61 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $15k | 701.00 | 20.66 |
|
|
| Boston Beer Cl A (SAM) | 0.0 | $15k | 50.00 | 289.14 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $14k | 55.00 | 262.64 |
|
|
| Lithia Motors (LAD) | 0.0 | $14k | 45.00 | 317.64 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $14k | 160.00 | 88.24 |
|
|
| Rb Global (RBA) | 0.0 | $14k | 175.00 | 80.49 |
|
|
| Tyler Technologies (TYL) | 0.0 | $14k | 24.00 | 583.75 |
|
Past Filings by West Branch Capital
SEC 13F filings are viewable for West Branch Capital going back to 2018
- 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
- 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