West Branch Capital LLC Incresed Positions in Q4 2024

West Branch Capital LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
2.67K
+ 1.09%
$117.0 - $148.88 $312K - $398K
248K $33.2M
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 2.8%
$180.88 - $232.93 $419K - $540K
85.1K $18.7M
AAPL
Apple Inc.

Technology
2K
+ 1.31%
$221.69 - $259.02 $442K - $517K
155K $38.7M
GOOGL
Alphabet Inc.

Communication Services
2.29K
+ 2.71%
$161.86 - $196.66 $371K - $451K
87K $16.5M
AVGO
Broadcom Inc.

Technology
2.5K
+ 9.82%
$159.67 - $250.0 $398K - $624K
27.9K $6.47M
TSLA
Tesla, Inc.

Consumer Cyclical
2.65K
+ 58.88%
$213.65 - $479.86 $566K - $1.27M
7.15K $2.89M
META
Meta Platforms, Inc.

Communication Services
2.09K
+ 33.68%
$554.08 - $632.68 $1.16M - $1.32M
8.28K $4.88M
JPM
Jpmorgan Chase & CO

Financial Services
693
+ 2.15%
$205.18 - $250.29 $142K - $173K
33K $7.91M
V
Visa Inc.

Financial Services
830
+ 4.26%
$273.87 - $320.91 $227K - $266K
20.3K $6.41M
WMT
Walmart Inc.

Consumer Defensive
3.03K
+ 4.54%
$79.1 - $95.7 $240K - $290K
69.9K $6.32M
NFLX
Netflix Inc

Communication Services
649
+ 46.72%
$687.65 - $936.56 $446K - $608K
2.04K $1.82M
SPY
Spdr S&P 500 ETF Trust

ETFs
847
+ 3.23%
$567.81 - $607.81 $481K - $515K
27.1K $15.9M
CRM
Salesforce, Inc.

Technology
1.58K
+ 59.54%
$270.87 - $367.87 $427K - $580K
4.22K $1.41M
WFC
Wells Fargo & Company

Financial Services
5.98K
+ 53.35%
$54.98 - $77.35 $329K - $462K
17.2K $1.21M
MA
Mastercard Inc

Financial Services
682
+ 10.95%
$491.3 - $536.15 $335K - $366K
6.91K $3.64M
BAC
Bank Of America Corp

Financial Services
7.82K
+ 17.63%
$39.22 - $47.77 $307K - $374K
52.2K $2.29M
TMUS
T Mobile Us, Inc.

Communication Services
2K
+ 53.73%
$206.1 - $246.94 $413K - $495K
5.73K $1.27M
CSCO
Cisco Systems, Inc.

Technology
4.3K
+ 10.7%
$52.45 - $60.02 $226K - $258K
44.5K $2.64M
ACN
Accenture PLC

Technology
1.25K
+ 56.74%
$343.9 - $376.86 $431K - $473K
3.46K $1.22M
NOW
Service Now, Inc.

Technology
309
+ 286.11%
$867.18 - $1148.42 $268K - $355K
417 $442K
IBM
International Business Machines Corp

Technology
1.39K
+ 151.91%
$204.9 - $238.04 $285K - $331K
2.31K $506K
AXP
American Express CO

Financial Services
859
+ 96.84%
$267.35 - $305.57 $230K - $262K
1.75K $518K
MCD
Mcdonalds Corp

Consumer Cyclical
1.16K
+ 13.22%
$288.47 - $316.54 $335K - $368K
9.96K $2.89M
CVX
Chevron Corp

Energy
1.51K
+ 18.48%
$141.15 - $162.53 $213K - $246K
9.69K $1.4M
GOOG
Alphabet Inc.

Communication Services
126
+ 1.78%
$163.08 - $198.16 $20.5K - $25K
7.22K $1.38M
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 0.5%
$570.51 - $610.59 $26.8K - $28.7K
9.46K $5.57M
MS
Morgan Stanley

Financial Services
972
+ 300.93%
$104.42 - $134.99 $101K - $131K
1.3K $162K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 0.5%
$873.59 - $994.69 $13.1K - $14.9K
3K $2.75M
ORCL
Oracle Corp

Technology
1.38K
+ 3.81%
$165.41 - $192.43 $227K - $265K
37.4K $6.24M
DIS
Walt Disney CO

Communication Services
662
+ 16550.0%
$92.39 - $117.6 $61.2K - $77.9K
666 $74K
HD
Home Depot, Inc.

Consumer Cyclical
689
+ 5.63%
$385.02 - $431.37 $265K - $297K
12.9K $5.03M
CRWD
Crowd Strike Holdings, Inc.

Technology
5
+ 0.5%
$275.15 - $388.2 $1.38K - $1.94K
1.02K $347K
ADP
Automatic Data Processing Inc

Industrials
14
+ 0.38%
$280.08 - $307.97 $3.92K - $4.31K
3.72K $1.09M
SPYG
Spdr Portfolio

ETFs
513
+ 916.07%
$81.74 - $91.38 $41.9K - $46.9K
569 $50K
SCHG
Schwab Strategic Tr Us Large C

ETFs
16K
+ 300.23%
$25.93 - $105.3 $415K - $1.68M
21.3K $594K
CEG
Constellation Energy Corp

Utilities
90
+ 9000.0%
$224.28 - $285.52 $20.2K - $25.7K
91 $20K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4
+ 0.16%
$129.96 - $144.97 $520 - $580
2.51K $349K
TLT
Ishares Barclays 20+ Year Trea

ETFs
203
+ 94.86%
$87.1 - $98.49 $17.7K - $20K
417 $36K
ABT
Abbott Laboratories

Healthcare
262
+ 1.71%
$111.93 - $119.39 $29.3K - $31.3K
15.6K $1.76M
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
1K
+ 200.0%
$14.42 - $16.27 $14.4K - $16.3K
1.5K $21K
VGT
Vanguard Information Technolog

ETFs
9
+ 5.03%
$571.78 - $647.97 $5.15K - $5.83K
188 $116K
VTI
Vanguard Total Stock Market Et

ETFs
15
+ 1.28%
$280.04 - $302.45 $4.2K - $4.54K
1.18K $343K
ITOT
Ishares Core S&P Total U.S. St

ETFs
14
+ 0.4%
$124.26 - $134.12 $1.74K - $1.88K
3.47K $446K
XOM
Exxon Mobil Corp

Energy
2.63K
+ 9.35%
$105.51 - $125.37 $277K - $329K
30.7K $3.3M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
202
+ 94.39%
$68.62 - $82.57 $13.9K - $16.7K
416 $28K
IWP
Ishares Russell Mid Cap Growth

ETFs
55
+ 21.15%
$116.4 - $138.52 $6.4K - $7.62K
315 $39K
NI
Nisource Inc.

Utilities
200
+ 50.0%
$33.74 - $38.25 $6.75K - $7.65K
600 $22K
HYG
Ishares Tr

ETFs
200
+ 4.19%
$78.09 - $80.04 $15.6K - $16K
4.98K $391K
PRU
Prudential Financial Inc

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