West Branch Capital LLC Purchases in Q4 2024

West Branch Capital LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NI
Nisource Inc.

Utilities
200
+ 50.0%
$33.74 - $38.25 $6.75K - $7.65K
600 $22K
IWP
Ishares Russell Mid Cap Growth

ETFs
55
+ 21.15%
$116.4 - $138.52 $6.4K - $7.62K
315 $39K
HYG
Ishares Tr

ETFs
200
+ 4.19%
$78.09 - $80.04 $15.6K - $16K
4.98K $391K
XLF
Financial Sector Spdr

ETFs
167
New
$44.89 - $51.34 $7.5K - $8.57K
167 $8K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.16%
$94.43 - $105.47 $189 - $211
1.25K $126K
PRU
Prudential Financial Inc

Financial Services
64
+ 3200.0%
$114.59 - $129.52 $7.33K - $8.29K
66 $7K
MDT
Medtronic PLC

Healthcare
100
New
$79.61 - $92.24 $7.96K - $9.22K
100 $7K
BDX
Becton Dickinson & CO

Healthcare
30
+ 150.0%
$220.02 - $243.75 $6.6K - $7.31K
50 $11K
HGLB
Highland Global Allocation Fund

N/A
1.04K
New
$6.79 - $8.0 $7.07K - $8.33K
1.04K $7K
FTV
Fortive Corp

Technology
100
New
$71.16 - $79.68 $7.12K - $7.97K
100 $7K
VBK
Vanguard Small Cap Growth ETF

ETFs
24
New
$264.18 - $304.19 $6.34K - $7.3K
24 $6K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
70
+ 7000.0%
$83.95 - $99.75 $5.88K - $6.98K
71 $6K
SBUX
Starbucks Corp

Consumer Cyclical
54
+ 317.65%
$87.44 - $102.5 $4.72K - $5.54K
71 $6K
TDOC
Teladoc Health, Inc.

Healthcare
526
+ 1073.47%
$8.57 - $12.02 $4.51K - $6.32K
575 $5K
BP
Bp PLC

Energy
223
+ 24.7%
$28.16 - $33.14 $6.28K - $7.39K
1.13K $33K
KO
Coca Cola CO

Consumer Defensive
4.84K
+ 15.61%
$61.74 - $71.71 $299K - $347K
35.8K $2.23M
ALL
Allstate Corp

Financial Services
13
+ 3.76%
$181.25 - $208.2 $2.36K - $2.71K
359 $69K
TOST
Toast, Inc.

Technology
116
New
$27.43 - $43.54 $3.18K - $5.05K
116 $4K
TJX
Tjx Companies Inc

Consumer Cyclical
27
+ 36.99%
$112.15 - $127.2 $3.03K - $3.43K
100 $12K
DINO
Hf Sinclair Corp

Energy
96
New
$33.69 - $47.67 $3.23K - $4.58K
96 $3K
AAL
American Airlines Group Inc.

Industrials
272
New
N/A
272 $3K
SHV
Ishares Tr

ETFs
31
+ 1.6%
$109.92 - $110.57 $3.41K - $3.43K
1.97K $216K
FISV
Fiserv Inc

Technology
16
+ 13.33%
N/A
136 $17K
NXPI
Nxp Semiconductors N.V.

Technology
12
New
$207.27 - $255.58 $2.49K - $3.07K
12 $2K
EW
Edwards Lifesciences Corp

Healthcare
38
New
$64.54 - $75.92 $2.45K - $2.88K
38 $2K
FANG
Diamondback Energy, Inc.

Energy
16
New
$153.06 - $199.5 $2.45K - $3.19K
16 $2K
IQV
Iqvia Holdings Inc.

Healthcare
13
New
$190.97 - $236.63 $2.48K - $3.08K
13 $2K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
67
+ 291.3%
$44.04 - $49.49 $2.95K - $3.32K
90 $3K
ICE
Intercontinental Exchange, Inc.

Financial Services
19
New
$148.29 - $166.93 $2.82K - $3.17K
19 $2K
VEU
Vanguard Ftse All World Ex Us

ETFs
50
New
$57.29 - $63.1 $2.86K - $3.16K
50 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 19.27%
$208.94 - $264.22 $4.39K - $5.55K
130 $27K
TT
Trane Technologies PLC

Industrials
13
+ 8.67%
$369.35 - $419.14 $4.8K - $5.45K
163 $60K
CLX
Clorox CO

Consumer Defensive
6
+ 0.8%
$156.51 - $169.74 $939 - $1.02K
754 $122K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
25
New
$55.73 - $66.16 $1.39K - $1.65K
25 $1K
HAL
Halliburton CO

Energy
48
New
$25.77 - $31.99 $1.24K - $1.54K
48 $1K
DXCM
Dexcom Inc

Healthcare
19
+ 633.33%
$65.68 - $81.01 $1.25K - $1.54K
22 $1K
MGV
Vanguard Mega Cap Value

ETFs
16
New
$124.06 - $133.48 $1.98K - $2.14K
16 $1K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
441
+ 202.29%
$26.93 - $84.95 $11.9K - $37.5K
659 $18K
SONY
Sony Group Corp

Technology
3
+ 300.0%
$17.53 - $96.8 $52.6 - $290
4 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 50.0%
$180.39 - $205.43 $180 - $205
3 $0
Blackrock Inc
1.24K
New
N/A
1.24K $0
VPU
Vanguard Utilities ETF

ETFs
2
New
$160.52 - $179.11 $321 - $358
2 $0
Amer Sports Inc
1K
+ 14285.71%
N/A
1.01K $0
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
8
New
$77.86 - $79.27 $623 - $634
8 $0
Annaly Capital Management In
59
+ 7.96%
N/A
800 $0
VUG
Vanguard Growth ETF

ETFs
2
New
$378.79 - $428.11 $758 - $856
2 $0
Arista Networks Inc
2
New
N/A
2 $0
SGDM
Sprott ETF Tr Gold Miners ETF
3
+ 1.14%
N/A
266 $0
Linde PLC
401
+ 23.97%
N/A
2.07K $0
Activity Summary
Buys All Purchases 133 New Holdings 33 Increased Positions 100 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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