West Branch Capital LLC Reduced Holdings in Q3 2024

West Branch Capital LLC

  • $274 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-5.78K
- 2.3%
$98.91 - $134.91 $571K - $779K
245K $29.7M
CMCSA
Comcast Corp

Communication Services
-20.4K
- 99.74%
$37.33 - $41.78 $762K - $853K
53 $2K
NKE
Nike, Inc.

Consumer Cyclical
-7.11K
- 99.14%
$71.09 - $89.44 $505K - $636K
62 $5K
DIS
Walt Disney CO

Communication Services
-1.85K
- 99.78%
$85.6 - $98.61 $158K - $183K
4 $0
HPQ
Hp Inc

Technology
-3.56K
- 68.52%
$32.02 - $38.11 $114K - $136K
1.63K $58K
CB
Chubb LTD

Financial Services
-468
- 88.97%
$252.51 - $292.2 $118K - $137K
58 $16K
SYY
Sysco Corp

Consumer Defensive
-1.91K
- 31.13%
$69.16 - $78.98 $132K - $151K
4.23K $330K
T
At&T Inc.

Communication Services
-6.11K
- 58.97%
$18.21 - $22.28 $111K - $136K
4.25K $93K
SRE
Sempra Energy

Utilities
-1.02K
- 99.8%
$74.97 - $84.04 $76.2K - $85.5K
2 $0
INTC
Intel Corp

Technology
-2.21K
- 91.25%
$18.9 - $34.87 $41.8K - $77.1K
212 $4K
UL
Unilever PLC

Consumer Defensive
-1.5K
- 54.96%
$54.7 - $65.59 $81.8K - $98.1K
1.23K $79K
MCHP
Microchip Technology Inc

Technology
-93
- 2.1%
$72.0 - $95.98 $6.7K - $8.93K
4.35K $348K
GM
General Motors CO

Consumer Cyclical
-982
- 12.64%
$39.95 - $49.9 $39.2K - $49K
6.79K $304K
GLW
Corning Inc

Technology
-2.91K
- 20.92%
$37.76 - $46.2 $110K - $134K
11K $496K
USB
Us Bancorp \De\

Financial Services
-889
- 87.07%
$39.04 - $47.23 $34.7K - $42K
132 $6K
ETN
Eaton Corp PLC

Industrials
-196
- 9.32%
$272.52 - $333.02 $53.4K - $65.3K
1.91K $632K
AJG
Arthur J. Gallagher & Co.

Financial Services
-169
- 16.46%
$259.22 - $299.75 $43.8K - $50.7K
858 $241K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-198
- 23.1%
$86.23 - $103.97 $17.1K - $20.6K
659 $64K
IXUS
Ishares Tr

ETFs
-256
- 17.22%
$64.9 - $73.35 $16.6K - $18.8K
1.23K $89K
NEE
Nextera Energy Inc

Utilities
-396
- 22.37%
$69.9 - $84.97 $27.7K - $33.6K
1.37K $116K
INTU
Intuit Inc

Technology
-10
- 25.0%
$602.97 - $670.49 $6.03K - $6.7K
30 $18K
EMB
Ishares Tr

ETFs
-105
- 23.86%
$87.75 - $93.74 $9.21K - $9.84K
335 $31K
BR
Broadridge Financial Solutions, Inc.

Technology
-27
- 35.06%
$196.56 - $218.55 $5.31K - $5.9K
50 $10K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-21
- 25.0%
$152.9 - $180.39 $3.21K - $3.79K
63 $10K
UPS
United Parcel Service Inc

Industrials
-20
- 1.82%
$123.32 - $147.38 $2.47K - $2.95K
1.08K $147K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-112
- 4.28%
$116.79 - $133.54 $13.1K - $15K
2.5K $330K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-81
- 77.88%
$41.9 - $48.26 $3.39K - $3.91K
23 $1K
HYG
Ishares Tr

ETFs
-200
- 4.02%
$76.72 - $80.36 $15.3K - $16.1K
4.78K $383K
IWY
Ishares Tr Russell 200 Growth

ETFs
-10
- 4.76%
$194.66 - $225.97 $1.95K - $2.26K
200 $44K
IBB
Ishares Biotechnology ETF

ETFs
-15
- 8.52%
$135.09 - $149.47 $2.03K - $2.24K
161 $23K
KD
Kyndryl Holdings, Inc.

Technology
-2
- 50.0%
$21.78 - $27.63 $43.6 - $55.3
2 $0
MOGA
Moog Inc Cla
-85
- 0.96%
N/A
8.8K $0
CCI
Crown Castle International Corp

Real Estate
-18
- 11.46%
$95.29 - $120.24 $1.72K - $2.16K
139 $16K
PAYX
Paychex Inc

Industrials
-53
- 8.91%
$116.17 - $135.19 $6.16K - $7.17K
542 $72K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-29
- 1.14%
$96.3 - $106.49 $2.79K - $3.09K
2.52K $263K
AMT
American Tower Corp

Real Estate
-27
- 9.96%
$192.27 - $242.73 $5.19K - $6.55K
244 $56K
AMGN
Amgen Inc

Healthcare
-31
- 2.08%
$309.38 - $337.38 $9.59K - $10.5K
1.46K $470K
VZ
Verizon Communications Inc

Communication Services
-105
- 2.73%
$38.89 - $45.0 $4.08K - $4.73K
3.74K $168K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-193
- 6.05%
$101.06 - $115.49 $19.5K - $22.3K
3K $339K
IWD
Ishares Russell 1000 Val ETF

ETFs
-12
- 1.26%
$173.36 - $189.8 $2.08K - $2.28K
944 $179K
NSC
Norfolk Southern Corp

Industrials
-23
- 2.48%
$213.75 - $259.69 $4.92K - $5.97K
905 $224K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-111
- 1.58%
$117.9 - $128.2 $13.1K - $14.2K
6.91K $885K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-7
- 1.8%
$3305.62 - $4268.05 $23.1K - $29.9K
382 $1.61M
UNP
Union Pacific Corp

Industrials
-36
- 0.84%
$221.78 - $256.09 $7.98K - $9.22K
4.24K $1.04M
GILD
Gilead Sciences, Inc.

Healthcare
-435
- 5.73%
$66.59 - $83.99 $29K - $36.5K
7.15K $599K
VBR
Vanguard Small Cap Value ETF

ETFs
-413
- 4.47%
$179.99 - $201.6 $74.3K - $83.3K
8.82K $1.77M
ABT
Abbott Laboratories

Healthcare
-270
- 1.73%
$100.07 - $118.13 $27K - $31.9K
15.3K $1.75M
BLK
Black Rock Inc.

Financial Services
-50
- 3.88%
$782.27 - $949.51 $39.1K - $47.5K
1.24K $1.18M
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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