West Branch Capital LLC Purchases in Q2 2025

West Branch Capital LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IBKR
Interactive Brokers Group, Inc.

Financial Services
315
+ 300.0%
$50.53 - $212.53 $15.9K - $66.9K
420 $23K
BP
Bp PLC

Energy
350
+ 31.08%
$26.11 - $33.81 $9.14K - $11.8K
1.48K $44K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.38%
$104.34 - $138.68 $104 - $139
261 $36K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
500
+ 71.43%
$10.66 - $11.83 $5.33K - $5.92K
1.2K $13K
DLTR
Dollar Tree, Inc.

Consumer Defensive
46
New
$67.22 - $100.51 $3.09K - $4.62K
46 $4K
UTG
Reaves Utility Income Fund

Financial Services
10
+ 1.22%
$29.08 - $36.18 $291 - $362
830 $30K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
564
New
$6.26 - $9.51 $3.53K - $5.36K
564 $4K
SHV
Ishares Tr

ETFs
21
+ 1.06%
$110.06 - $110.46 $2.31K - $2.32K
2K $221K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3
+ 0.92%
$82.21 - $83.12 $247 - $249
328 $27K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5
+ 1.35%
$50.1 - $51.02 $251 - $255
376 $19K
ACHR
Archer Aviation Inc.

Industrials
132
New
$6.2 - $13.3 $818 - $1.76K
132 $1K
IEF
Ishares Barclays

ETFs
2
+ 0.88%
$93.15 - $96.56 $186 - $193
228 $21K
Ralliant Corp
33
New
N/A
33 $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
5
+ 0.91%
N/A
552 $0
Annaly Capital Management In
18
+ 2.21%
N/A
834 $0
System1 Inc
115
New
N/A
115 $0
Bunge Global Sa
1
+ 0.97%
N/A
104 $0
EIPX
First Tr Exc Trd Fd Iv Ft Ener
1.04K
New
N/A
1.04K $0
GIS
General Mills Inc

Consumer Defensive
1
+ 1.2%
$50.37 - $60.97 $50.4 - $61
84 $4K
Linde PLC
470
+ 15.91%
N/A
3.43K $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.16%
N/A
614 $163K
Ge Vernova Inc
20
+ 25.64%
N/A
98 $0
Ge Healthcare Technologies I
27
+ 32.14%
N/A
111 $0
NI
Nisource Inc.

Utilities
2
+ 0.33%
$37.11 - $40.64 $74.2 - $81.3
603 $24K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3
+ 1.49%
$83.97 - $92.85 $252 - $279
204 $18K
FAST
Fastenal CO

Industrials
106
+ 100.0%
$40.65 - $83.16 $4.31K - $8.81K
212 $8K
TMUS
T Mobile Us, Inc.

Communication Services
869
+ 11.92%
$220.99 - $268.54 $192K - $233K
8.16K $1.94M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
3
+ 1.49%
$62.08 - $73.58 $186 - $221
205 $13K
MDT
Medtronic PLC

Healthcare
1
+ 0.99%
$80.68 - $88.86 $80.7 - $88.9
102 $8K
BHK
Blackrock Core Bond Trust

Financial Services
14
+ 2.16%
$9.5 - $11.0 $133 - $154
661 $6K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
224
+ 1400.0%
$87.84 - $1441.89 $19.7K - $323K
240 $21K
PSEC
Prospect Capital Corp

Financial Services
14
+ 2.8%
$3.14 - $4.06 $44 - $56.8
514 $1K
BDX
Becton Dickinson & CO

Healthcare
1
+ 2.0%
$165.15 - $226.42 $165 - $226
51 $8K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.45%
$126.84 - $145.22 $127 - $145
223 $28K
CVX
Chevron Corp

Energy
1.54K
+ 12.19%
$133.73 - $168.51 $206K - $260K
14.2K $2.03M
MCD
Mcdonalds Corp

Consumer Cyclical
434
+ 4.06%
$285.55 - $321.23 $124K - $139K
11.1K $3.25M
XOM
Exxon Mobil Corp

Energy
1.95K
+ 5.61%
$99.93 - $119.04 $194K - $232K
36.7K $3.95M
PG
Procter & Gamble CO

Consumer Defensive
841
+ 1.35%
$157.66 - $172.39 $133K - $145K
63.3K $10.1M
ABBV
Abb Vie Inc.

Healthcare
282
+ 0.96%
$170.16 - $206.27 $48K - $58.2K
29.7K $5.5M
UNH
Unitedhealth Group Inc

Healthcare
1.45K
+ 12.36%
$274.35 - $599.47 $396K - $866K
13.1K $4.1M
Activity Summary
Buys All Purchases 91 New Holdings 12 Increased Positions 79 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
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