West Branch Capital LLC New Holdings in Q3 2024

West Branch Capital LLC

  • $274 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
69
New
$731.56 - $1127.3 $50.5K - $77.8K
69 $56K
VXF
Vanguard Extended Market ETF

ETFs
193
New
$163.98 - $182.92 $31.6K - $35.3K
193 $35K
IRM
Iron Mountain Inc

Real Estate
275
New
$89.69 - $119.32 $24.7K - $32.8K
275 $32K
GS
Goldman Sachs Group Inc

Financial Services
61
New
$459.02 - $510.25 $28K - $31.1K
61 $30K
PH
Parker Hannifin Corp

Industrials
40
New
$501.01 - $635.92 $20K - $25.4K
40 $25K
IEMG
Ishares Inc

ETFs
448
New
$53.64 - $53.64 $24K - $24K
448 $24K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
50
New
$305.34 - $350.41 $15.3K - $17.5K
50 $17K
VLO
Valero Energy Corp

Energy
83
New
$132.81 - $163.48 $11K - $13.6K
83 $11K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
350
New
$26.43 - $29.86 $9.25K - $10.5K
350 $10K
MET
Metlife Inc

Financial Services
107
New
$67.96 - $82.48 $7.27K - $8.83K
107 $8K
ESTC
Elastic N.V.

Technology
67
New
$70.13 - $122.27 $4.7K - $8.19K
67 $5K
FNDE
Schwab Fundamental Emerging Mk

ETFs
185
New
$28.02 - $32.68 $5.18K - $6.05K
185 $5K
BTG
B2 Gold Corp

Basic Materials
1.66K
New
$2.47 - $3.36 $4.1K - $5.58K
1.66K $5K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
66
New
$41.77 - $67.84 $2.76K - $4.48K
66 $4K
DFAE
Dimensional ETF Tr

ETFs
125
New
$24.46 - $27.82 $3.06K - $3.48K
125 $3K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
82
New
$25.38 - $26.27 $2.08K - $2.15K
82 $2K
VV
Vanguard Large Cap ETF

ETFs
9
New
$236.92 - $263.4 $2.13K - $2.37K
9 $2K
PGR
Progressive Corp

Financial Services
4
New
$209.46 - $259.24 $838 - $1.04K
4 $1K
IJS
Ishares S&P Smallcap 600 Value

ETFs
15
New
$95.81 - $109.03 $1.44K - $1.64K
15 $1K
PLTR
Palantir Technologies Inc.

Technology
7
New
$24.09 - $37.95 $169 - $266
7 $0
RIO
Rio Tinto PLC

Basic Materials
2
New
$59.71 - $71.21 $119 - $142
2 $0
ROST
Ross Stores, Inc.

Consumer Cyclical
1
New
$136.06 - $155.24 $136 - $155
1 $0
PKG
Packaging Corp Of America

Consumer Cyclical
1
New
$176.32 - $215.7 $176 - $216
1 $0
PCG
Pg&E Corp

Utilities
30
New
$17.08 - $20.6 $512 - $618
30 $0
TROW
Price T Rowe Group Inc

Financial Services
1
New
$101.71 - $120.75 $102 - $121
1 $0
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2
New
$66.55 - $74.93 $133 - $150
2 $0
OVV
Ovintiv Inc.

Energy
5
New
$37.0 - $48.89 $185 - $244
5 $0
RJF
Raymond James Financial Inc

Financial Services
1
New
$106.39 - $125.13 $106 - $125
1 $0
RRX
Regal Rexnord Corp

Industrials
1
New
$132.18 - $174.25 $132 - $174
1 $0
RDN
Radian Group Inc

Financial Services
7
New
$31.05 - $37.16 $217 - $260
7 $0
RF
Regions Financial Corp

Financial Services
5
New
$19.51 - $23.42 $97.6 - $117
5 $0
PWR
Quanta Services, Inc.

Industrials
1
New
$239.58 - $298.23 $240 - $298
1 $0
PEG
Public Service Enterprise Group Inc

Utilities
2
New
$73.58 - $89.21 $147 - $178
2 $0
RS
Reliance Steel & Aluminum CO

Basic Materials
1
New
$271.23 - $308.75 $271 - $309
1 $0
RELX
Relx PLC

Communication Services
4
New
$44.1 - $48.86 $176 - $195
4 $0
PRU
Prudential Financial Inc

Financial Services
2
New
$105.53 - $127.32 $211 - $255
2 $0
OSK
Oshkosh Corp

Industrials
1
New
$97.2 - $116.02 $97.2 - $116
1 $0
IX
Orix Corp

Financial Services
1
New
$102.71 - $125.1 $103 - $125
1 $0
WRBY
Warby Parker Inc.

Healthcare
2
New
$12.79 - $17.23 $25.6 - $34.5
2 $0
MDT
Medtronic PLC

Healthcare
0
New
$76.84 - $91.03 $0 - $0
0 $0
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
4
New
$210.25 - $231.86 $841 - $927
4 $0
MCK
Mckesson Corp

Healthcare
1
New
$479.06 - $630.38 $479 - $630
1 $0
MAS
Masco Corp

Industrials
2
New
$64.7 - $83.94 $129 - $168
2 $0
MLM
Martin Marietta Materials Inc

Basic Materials
0
New
$502.48 - $593.35 $0 - $0
0 $0
MRO
Marathon Oil Corp

Energy
3
New
$25.87 - $29.26 $77.6 - $87.8
3 $0
LYFT
Lyft, Inc.

Technology
7
New
$9.08 - $13.97 $63.6 - $97.8
7 $0
LYG
Lloyds Banking Group PLC

Financial Services
26
New
$2.73 - $3.17 $71 - $82.4
26 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
0
New
$84.18 - $106.5 $0 - $0
0 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
1
New
$138.8 - $166.65 $139 - $167
1 $0
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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