West Branch Capital LLC Incresed Positions in Q3 2024

West Branch Capital LLC

  • $274 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
598
+ 0.39%
$207.23 - $234.82 $124K - $140K
153K $35.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.51K
+ 15.46%
$517.38 - $573.86 $1.82M - $2.02M
26.2K $15.1M
ORCL
Oracle Corp

Technology
532
+ 1.5%
$125.9 - $170.35 $67K - $90.6K
36.1K $6.15M
WMT
Walmart Inc.

Consumer Defensive
1.6K
+ 2.45%
$66.91 - $81.4 $107K - $130K
66.9K $5.4M
META
Meta Platforms, Inc.

Communication Services
943
+ 17.97%
$453.41 - $572.44 $428K - $540K
6.19K $3.54M
HD
Home Depot, Inc.

Consumer Cyclical
313
+ 2.62%
$333.64 - $405.2 $104K - $127K
12.2K $4.96M
UNH
Unitedhealth Group Inc

Healthcare
38
+ 0.35%
$488.01 - $604.18 $18.5K - $23K
11K $6.44M
ABBV
Abb Vie Inc.

Healthcare
252
+ 0.86%
$163.84 - $199.33 $41.3K - $50.2K
29.6K $5.85M
IVV
Ishares Core S&P 500 ETF

ETFs
583
+ 6.6%
$520.18 - $576.82 $303K - $336K
9.42K $5.43M
PG
Procter & Gamble CO

Consumer Defensive
588
+ 1.01%
$160.76 - $177.82 $94.5K - $105K
59K $10.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
947
+ 42.58%
$405.19 - $478.57 $384K - $453K
3.17K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
1.33K
+ 42.02%
$191.76 - $263.26 $255K - $351K
4.5K $1.18M
MCD
Mcdonalds Corp

Consumer Cyclical
389
+ 4.63%
$245.82 - $304.51 $95.6K - $118K
8.8K $2.68M
JNJ
Johnson & Johnson

Healthcare
688
+ 2.84%
$145.48 - $167.38 $100K - $115K
24.9K $4.03M
COST
Costco Wholesale Corp

Consumer Defensive
430
+ 16.84%
$801.83 - $917.05 $345K - $394K
2.98K $2.65M
MA
Mastercard Inc

Financial Services
275
+ 4.62%
$429.6 - $500.99 $118K - $138K
6.23K $3.08M
JPM
Jpmorgan Chase & CO

Financial Services
383
+ 1.2%
$194.9 - $224.8 $74.6K - $86.1K
32.3K $6.81M
KO
Coca Cola CO

Consumer Defensive
1.45K
+ 4.93%
$62.69 - $73.01 $91.2K - $106K
31K $2.23M
V
Visa Inc.

Financial Services
325
+ 1.7%
$253.74 - $291.56 $82.5K - $94.8K
19.5K $5.35M
CSCO
Cisco Systems, Inc.

Technology
2K
+ 5.22%
$44.74 - $53.22 $89.3K - $106K
40.2K $2.14M
TMUS
T Mobile Us, Inc.

Communication Services
1.05K
+ 39.02%
$175.14 - $206.36 $183K - $216K
3.73K $769K
CRM
Salesforce, Inc.

Technology
929
+ 54.07%
$238.42 - $276.53 $221K - $257K
2.65K $724K
ACN
Accenture PLC

Technology
551
+ 33.21%
$295.44 - $355.81 $163K - $196K
2.21K $781K
NFLX
Netflix Inc

Communication Services
323
+ 30.3%
$598.55 - $722.26 $193K - $233K
1.39K $985K
AMZN
Amazon Com Inc

Consumer Cyclical
4.24K
+ 5.4%
$161.02 - $200.0 $683K - $849K
82.8K $15.4M
AMD
Advanced Micro Devices Inc

Technology
1.46K
+ 69.6%
$128.67 - $183.96 $188K - $269K
3.57K $584K
LMT
Lockheed Martin Corp

Industrials
2
+ 0.1%
$460.3 - $584.56 $921 - $1.17K
1.94K $1.13M
TMO
Thermo Fisher Scientific Inc.

Healthcare
68
+ 2.53%
$531.86 - $624.21 $36.2K - $42.4K
2.75K $1.7M
PEP
Pepsico Inc

Consumer Defensive
643
+ 4.51%
$161.9 - $179.3 $104K - $115K
14.9K $2.53M
DHR
Danaher Corp

Healthcare
585
+ 106.75%
$239.25 - $280.76 $140K - $164K
1.13K $314K
BAC
Bank Of America Corp

Financial Services
3.81K
+ 9.39%
$36.65 - $44.13 $140K - $168K
44.4K $1.76M
GE
General Electric CO

Industrials
729
+ 234.41%
$156.66 - $189.66 $114K - $138K
1.04K $196K
ADP
Automatic Data Processing Inc

Industrials
16
+ 0.43%
$233.44 - $279.45 $3.74K - $4.47K
3.71K $1.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
240
+ 69.57%
$475.2 - $527.7 $114K - $127K
585 $308K
XOM
Exxon Mobil Corp

Energy
524
+ 1.9%
$109.72 - $119.0 $57.5K - $62.4K
28.1K $3.29M
MTB
M&T Bank Corp

Financial Services
3
+ 0.07%
$146.49 - $179.85 $439 - $540
4.14K $737K
VIG
Vanguard Dividend Appreciation

ETFs
478
+ 40.3%
$182.15 - $182.15 $87.1K - $87.1K
1.66K $303K
CRWD
Crowd Strike Holdings, Inc.

Technology
498
+ 97.27%
$217.89 - $392.15 $109K - $195K
1.01K $283K
IBM
International Business Machines Corp

Technology
195
+ 27.08%
$175.1 - $223.38 $34.1K - $43.6K
915 $202K
LLY
Eli Lilly & CO

Healthcare
182
+ 4.2%
$772.14 - $960.02 $141K - $175K
4.51K $4M
AMAT
Applied Materials Inc

Technology
329
+ 276.47%
$174.88 - $254.97 $57.5K - $83.9K
448 $90K
CVX
Chevron Corp

Energy
827
+ 11.25%
$137.88 - $161.97 $114K - $134K
8.18K $1.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.29K
+ 1919.4%
$36.98 - $41.55 $47.6K - $53.4K
1.35K $55K
RTX
Raytheon Technologies Corp

Industrials
2
+ 0.08%
$99.55 - $123.34 $199 - $247
2.42K $293K
VTI
Vanguard Total Stock Market Et

ETFs
82
+ 7.54%
$255.18 - $283.2 $20.9K - $23.2K
1.17K $331K
CAT
Caterpillar Inc

Industrials
31
+ 6.89%
$316.8 - $391.12 $9.82K - $12.1K
481 $188K
AXP
American Express CO

Financial Services
3
+ 0.34%
$225.92 - $271.17 $678 - $814
887 $240K
VEA
Vanguard Ftse Developed Market

ETFs
640
+ 328.21%
$47.6 - $53.31 $30.5K - $34.1K
835 $44K
DUK
Duke Energy Corp

Utilities
3
+ 0.15%
$99.35 - $117.71 $298 - $353
2.03K $234K
Activity Summary
Buys All Purchases 377 New Holdings 222 Increased Positions 155 Sells All Sells 51 Reductions 49 Sold out 2 Options Calls 0 Puts 0
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