West Branch Capital LLC Incresed Positions in Q2 2025

West Branch Capital LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
853
+ 2.78%
$146.29 - $275.65 $125K - $235K
31.5K $8.7M
ORCL
Oracle Corp

Technology
843
+ 2.13%
$122.82 - $218.63 $104K - $184K
40.4K $8.84M
AMZN
Amazon Com Inc

Consumer Cyclical
2.71K
+ 3.11%
$167.32 - $223.3 $454K - $606K
89.9K $19.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
981
+ 3.49%
$496.48 - $617.85 $487K - $606K
29.1K $18M
META
Meta Platforms, Inc.

Communication Services
719
+ 7.12%
$484.66 - $738.09 $348K - $531K
10.8K $7.98M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.86K
+ 71.0%
$483.48 - $539.8 $2.35M - $2.62M
11.7K $5.68M
LLY
Eli Lilly & CO

Healthcare
2.5K
+ 43.56%
$713.71 - $898.95 $1.78M - $2.25M
8.23K $6.42M
NFLX
Netflix Inc

Communication Services
210
+ 8.4%
$855.86 - $1339.13 $180K - $281K
2.71K $3.63M
TSLA
Tesla, Inc.

Consumer Cyclical
1.17K
+ 13.18%
$221.86 - $362.89 $260K - $425K
10.1K $3.19M
WMT
Walmart Inc.

Consumer Defensive
970
+ 1.32%
$81.79 - $99.98 $79.3K - $97K
74.2K $7.26M
BA
Boeing CO

Industrials
3K
+ 300.0%
$136.59 - $217.51 $410K - $653K
4K $838K
CSCO
Cisco Systems, Inc.

Technology
2.32K
+ 4.78%
$53.19 - $69.38 $123K - $161K
50.8K $3.52M
GE
General Electric CO

Industrials
1.3K
+ 37.88%
$166.81 - $257.39 $216K - $333K
4.71K $1.21M
IBM
International Business Machines Corp

Technology
987
+ 22.3%
$221.03 - $294.78 $218K - $291K
5.41K $1.6M
BAC
Bank Of America Corp

Financial Services
3.21K
+ 5.4%
$34.39 - $47.46 $110K - $152K
62.7K $2.97M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.27%
$4164.15 - $5789.24 $4.16K - $5.79K
368 $2.13M
WFC
Wells Fargo & Company

Financial Services
2.81K
+ 12.71%
$60.98 - $80.12 $171K - $225K
24.9K $1.99M
PM
Philip Morris International Inc.

Consumer Defensive
1.78K
+ 54.36%
$149.23 - $184.95 $265K - $328K
5.04K $917K
COST
Costco Wholesale Corp

Consumer Defensive
154
+ 4.49%
$908.13 - $1056.85 $140K - $163K
3.59K $3.55M
CRM
Salesforce, Inc.

Technology
861
+ 14.67%
$236.26 - $291.15 $203K - $251K
6.73K $1.84M
ABT
Abbott Laboratories

Healthcare
1.47K
+ 8.32%
$123.95 - $138.08 $182K - $203K
19.1K $2.6M
NOW
Service Now, Inc.

Technology
192
+ 176.15%
$721.65 - $1040.18 $139K - $200K
301 $309K
INTU
Intuit Inc

Technology
248
+ 165.33%
$544.07 - $787.63 $135K - $195K
398 $313K
MA
Mastercard Inc

Financial Services
198
+ 2.58%
$479.92 - $590.74 $95K - $117K
7.87K $4.42M
MS
Morgan Stanley

Financial Services
1.45K
+ 439.21%
$99.83 - $140.86 $144K - $204K
1.77K $249K
AXP
American Express CO

Financial Services
398
+ 44.77%
$231.39 - $318.98 $92.1K - $127K
1.29K $410K
PLTR
Palantir Technologies Inc.

Technology
409
+ 20.38%
$74.01 - $144.25 $30.3K - $59K
2.42K $329K
V
Visa Inc.

Financial Services
173
+ 0.82%
$308.27 - $373.31 $53.3K - $64.6K
21.1K $7.51M
T
At&T Inc.

Communication Services
4.91K
+ 81.26%
$26.33 - $28.94 $129K - $142K
11K $316K
DIS
Walt Disney CO

Communication Services
1.04K
+ 5210.0%
$81.72 - $124.01 $85.2K - $129K
1.06K $131K
HD
Home Depot, Inc.

Consumer Cyclical
328
+ 2.44%
$335.24 - $380.78 $110K - $125K
13.8K $5.05M
KO
Coca Cola CO

Consumer Defensive
2K
+ 4.87%
$68.37 - $73.9 $136K - $147K
42.9K $3.04M
MCHP
Microchip Technology Inc

Technology
11
+ 0.32%
$35.34 - $71.6 $389 - $788
3.43K $241K
VEA
Vanguard Ftse Developed Market

ETFs
682
+ 81.68%
$45.65 - $57.01 $31.1K - $38.9K
1.52K $86K
AMD
Advanced Micro Devices Inc

Technology
214
+ 3057.14%
$78.21 - $143.81 $16.7K - $30.8K
221 $31K
CAT
Caterpillar Inc

Industrials
16
+ 3.95%
$273.94 - $388.21 $4.38K - $6.21K
421 $163K
GLD
Spdr Gold Trust

ETFs
82
+ 41.0%
$273.71 - $316.29 $22.4K - $25.9K
282 $85K
ADBE
Adobe Inc.

Technology
65
+ 17.71%
$340.0 - $420.68 $22.1K - $27.3K
432 $167K
TRV
Travelers Companies, Inc.

Financial Services
50
+ 38.76%
$233.83 - $276.34 $11.7K - $13.8K
179 $47K
SPG
Simon Property Group Inc

Real Estate
66
+ 2200.0%
$140.37 - $171.44 $9.26K - $11.3K
69 $11K
DGRO
Ishares Core Dividend Growth E

ETFs
14
+ 0.52%
$55.22 - $63.94 $773 - $895
2.71K $173K
YUM
Yum Brands Inc

Consumer Cyclical
57
+ 5700.0%
$138.36 - $161.45 $7.89K - $9.2K
58 $8K
CVS
Cvs Health Corp

Healthcare
100
+ 18.52%
$60.04 - $70.18 $6K - $7.02K
640 $44K
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
IBKR
Interactive Brokers Group, Inc.

Financial Services
315
+ 300.0%
$50.53 - $212.53 $15.9K - $66.9K
420 $23K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
500
+ 71.43%
$10.66 - $11.83 $5.33K - $5.92K
1.2K $13K
UTG
Reaves Utility Income Fund

Financial Services
10
+ 1.22%
$29.08 - $36.18 $291 - $362
830 $30K
SHV
Ishares Tr

ETFs
21
+ 1.06%
$110.06 - $110.46 $2.31K - $2.32K
2K $221K
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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