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
BMY
Bristol Myers Squibb CO

Healthcare
13
+ 0.46%
$39.66 - $51.75 $516 - $673
2.86K $148K
ITOT
Ishares Core S&P Total U.S. St

ETFs
4
+ 0.12%
$113.41 - $125.62 $454 - $502
3.46K $434K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.19%
$416.14 - $494.01 $416 - $494
521 $255K
ED
Consolidated Edison Inc

Utilities
1
+ 0.06%
$88.42 - $104.97 $88.4 - $105
1.6K $166K
K
Kellogg CO

Consumer Defensive
1
+ 0.11%
$56.19 - $80.81 $56.2 - $80.8
951 $76K
TXN
Texas Instruments Inc

Technology
105
+ 34.88%
$194.6 - $194.6 $20.4K - $20.4K
406 $79K
CLX
Clorox CO

Consumer Defensive
6
+ 0.81%
$131.73 - $166.97 $790 - $1K
748 $121K
SCHG
Schwab Strategic Tr Us Large C

ETFs
11
+ 0.21%
$92.63 - $105.69 $1.02K - $1.16K
5.33K $555K
WFC
Wells Fargo & Company

Financial Services
868
+ 8.39%
$51.58 - $60.97 $44.8K - $52.9K
11.2K $632K
SO
Southern CO

Utilities
129
+ 34.68%
$77.0 - $90.52 $9.93K - $11.7K
501 $45K
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.11%
$200.87 - $224.6 $201 - $225
878 $193K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.64%
$57.47 - $62.76 $977 - $1.07K
2.66K $166K
QCOM
Qualcomm Inc

Technology
444
+ 20.81%
$156.12 - $209.64 $69.3K - $93.1K
2.58K $438K
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 1.17%
$101.25 - $127.45 $709 - $892
607 $73K
CSX
Csx Corp

Industrials
33
+ 0.33%
$32.48 - $35.45 $1.07K - $1.17K
9.99K $344K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.47%
$156.14 - $187.2 $312 - $374
427 $78K
NOW
Service Now, Inc.

Technology
1
+ 0.93%
$730.87 - $937.36 $731 - $937
108 $96K
CNC
Centene Corp

Healthcare
8
+ 0.74%
$64.89 - $80.23 $519 - $642
1.09K $81K
MDLZ
Mondelez International, Inc.

Consumer Defensive
9
+ 0.83%
$64.35 - $75.71 $579 - $681
1.09K $80K
STT
State Street Corp

Financial Services
1
+ 0.15%
$73.37 - $89.31 $73.4 - $89.3
651 $57K
SPGI
S&P Global Inc.

Financial Services
1
+ 1.06%
$446.32 - $527.38 $446 - $527
95 $49K
MO
Altria Group, Inc.

Consumer Defensive
6
+ 0.5%
$45.95 - $54.71 $276 - $328
1.21K $61K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 3.33%
$213.3 - $270.78 $853 - $1.08K
124 $33K
IJK
Ishares S&P Midcap 400 Growth

ETFs
4
+ 0.25%
$84.81 - $93.54 $339 - $374
1.6K $147K
CI
Cigna Corp

Healthcare
3
+ 0.88%
$319.12 - $367.1 $957 - $1.1K
342 $118K
GD
General Dynamics Corp

Industrials
2
+ 0.44%
$279.51 - $308.09 $559 - $616
452 $136K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
28
+ 2.76%
$57.32 - $62.65 $1.6K - $1.75K
1.04K $64K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 0.77%
$135.05 - $148.35 $945 - $1.04K
911 $129K
HLN
Haleon PLC

Healthcare
64
+ 3.88%
$8.32 - $10.7 $532 - $685
1.71K $18K
ES
Eversource Energy

Utilities
1
+ 0.21%
$56.52 - $68.38 $56.5 - $68.4
479 $32K
UTG
Reaves Utility Income Fund

Financial Services
11
+ 1.4%
$27.16 - $32.8 $299 - $361
798 $26K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
30
+ 42.86%
$72.18 - $107.33 $2.17K - $3.22K
100 $10K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 3.2%
$201.87 - $242.35 $807 - $969
129 $30K
VB
Vanguard Small Cap ETF

ETFs
16
+ 160.0%
$214.77 - $237.72 $3.44K - $3.8K
26 $6K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1
+ 0.5%
$57.22 - $80.08 $57.2 - $80.1
201 $15K
PFE
Pfizer Inc

Healthcare
5
+ 0.14%
$27.7 - $31.39 $139 - $157
3.49K $101K
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.18%
$95.54 - $108.77 $95.5 - $109
551 $57K
IT
Gartner Inc

Technology
1
+ 1.56%
$441.32 - $516.47 $441 - $516
65 $32K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.68%
$256.4 - $289.78 $256 - $290
149 $42K
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.16%
$84.77 - $97.13 $170 - $194
1.25K $119K
CAG
Conagra Brands Inc.

Consumer Defensive
2
+ 0.28%
$28.13 - $32.83 $56.3 - $65.7
717 $23K
MS
Morgan Stanley

Financial Services
5
+ 1.57%
$92.07 - $106.96 $460 - $535
323 $33K
MHK
Mohawk Industries Inc

Consumer Cyclical
1
+ 2.04%
$108.83 - $162.7 $109 - $163
50 $8K
CVS
Cvs Health Corp

Healthcare
9
+ 1.67%
$55.81 - $63.18 $502 - $569
549 $34K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
14
+ 6.86%
$77.02 - $85.06 $1.08K - $1.19K
218 $18K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
105
+ 30.7%
$22.38 - $23.66 $2.35K - $2.48K
447 $10K
SHV
Ishares Tr

ETFs
25
+ 1.31%
$110.05 - $110.63 $2.75K - $2.77K
1.94K $214K
UBER
Uber Technologies, Inc

Technology
7
+ 0.7%
$58.48 - $77.47 $409 - $542
1.01K $75K
CAH
Cardinal Health Inc

Healthcare
1
+ 0.67%
$93.74 - $114.66 $93.7 - $115
151 $16K
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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