West Branch Capital LLC Sells in Q2 2025

West Branch Capital LLC

  • $322 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TXN
Texas Instruments Inc

Technology
-77
- 25.25%
N/A
228 $44K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-287
- 42.39%
$51.16 - $62.02 $14.7K - $17.8K
390 $24K
CNC
Centene Corp

Healthcare
-174
- 22.37%
$53.4 - $64.29 $9.29K - $11.2K
604 $32K
WSO
Watsco Inc

Industrials
-22
- 34.92%
$421.84 - $520.66 $9.28K - $11.5K
41 $18K
XLY
Select Sector Spdr Consumer Di

ETFs
-110
- 22.73%
$176.34 - $218.59 $19.4K - $24K
374 $81K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-150
- 21.74%
$90.56 - $109.49 $13.6K - $16.4K
540 $59K
SO
Southern CO

Utilities
-143
- 23.21%
$84.91 - $92.56 $12.1K - $13.2K
473 $43K
PLD
Prologis, Inc.

Real Estate
-40
- 3.2%
$89.76 - $112.34 $3.59K - $4.49K
1.21K $127K
ENTG
Entegris Inc

Technology
-100
- 43.48%
$62.92 - $86.2 $6.29K - $8.62K
130 $10K
ADM
Archer Daniels Midland CO

Consumer Defensive
-265
- 27.6%
$41.79 - $54.16 $11.1K - $14.4K
695 $36K
LHX
L3 Harris Technologies, Inc.

Industrials
-50
- 45.87%
$200.21 - $256.99 $10K - $12.8K
59 $14K
AEP
American Electric Power CO Inc

Utilities
-63
- 55.75%
$98.59 - $109.11 $6.21K - $6.87K
50 $5K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
-700
- 70.0%
$9.33 - $10.06 $6.53K - $7.04K
300 $2K
AFL
Aflac Inc

Financial Services
-35
- 7.64%
$99.77 - $112.45 $3.49K - $3.94K
423 $44K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-116
- 36.71%
$57.41 - $74.81 $6.66K - $8.68K
200 $14K
WST
West Pharmaceutical Services Inc

Healthcare
-25
- 23.81%
$190.39 - $227.7 $4.76K - $5.69K
80 $17K
PAYX
Paychex Inc

Industrials
-1
- 0.18%
$137.01 - $159.78 $137 - $160
541 $78K
IBB
Ishares Biotechnology ETF

ETFs
-38
- 25.0%
$112.02 - $129.0 $4.26K - $4.9K
114 $14K
DD
Du Pont De Nemours, Inc.

Basic Materials
-61
- 33.7%
$55.13 - $75.25 $3.36K - $4.59K
120 $8K
SPYG
Spdr Portfolio

ETFs
-46
- 82.14%
$71.83 - $95.32 $3.3K - $4.38K
10 $0
TDOC
Teladoc Health, Inc.

Healthcare
-526
- 91.48%
$6.51 - $8.71 $3.42K - $4.58K
49 $0
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-188
- 22.57%
$15.52 - $17.13 $2.92K - $3.22K
645 $11K
SBUX
Starbucks Corp

Consumer Cyclical
-27
- 25.23%
$79.69 - $99.41 $2.15K - $2.68K
80 $7K
NVS
Novartis Ag

Healthcare
-40
- 28.57%
$101.96 - $121.01 $4.08K - $4.84K
100 $12K
K
Kellogg CO

Consumer Defensive
-1
- 0.13%
$77.85 - $82.88 $77.9 - $82.9
750 $59K
EVRI
Everi Holdings Inc.

Consumer Cyclical
-225
- 8.26%
$13.27 - $14.24 $2.99K - $3.2K
2.5K $35K
CL
Colgate Palmolive CO

Consumer Defensive
-1
- 0.18%
$87.57 - $96.0 $87.6 - $96
550 $49K
PRU
Prudential Financial Inc

Financial Services
-2
- 3.03%
$95.12 - $112.71 $190 - $225
64 $6K
IWD
Ishares Russell 1000 Val ETF

ETFs
-40
- 4.26%
$166.82 - $194.23 $6.67K - $7.77K
900 $174K
Blackrock Inc
-64
- 5.23%
N/A
1.16K $0
CCL
Carnival Corp

Consumer Cyclical
-3
- 2.91%
$16.43 - $28.12 $49.3 - $84.4
100 $2K
MAR
Marriott International Inc

Consumer Cyclical
-2
- 13.33%
$211.12 - $274.14 $422 - $548
13 $3K
MAS
Masco Corp

Industrials
-2
- 2.5%
$58.73 - $71.06 $117 - $142
78 $5K
MET
Metlife Inc

Financial Services
-1
- 0.93%
$68.42 - $82.49 $68.4 - $82.5
106 $8K
DDOG
Datadog, Inc.

Technology
-1
- 4.76%
$87.0 - $134.33 $87 - $134
20 $2K
MOGA
Moog Inc Cla
-200
- 2.57%
N/A
7.59K $0
MHK
Mohawk Industries Inc

Consumer Cyclical
-1
- 2.0%
$97.99 - $117.15 $98 - $117
49 $5K
REZI
Resideo Technologies, Inc.

Industrials
-20
- 54.05%
$14.69 - $22.46 $294 - $449
17 $0
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-100
- 6.56%
$61.08 - $74.04 $6.11K - $7.4K
1.43K $105K
C
Citigroup Inc

Financial Services
-59
- 10.71%
$58.13 - $85.12 $3.43K - $5.02K
492 $41K
IVW
Ishares S&P 500 Growth ETF

ETFs
-164
- 13.14%
$82.96 - $110.1 $13.6K - $18.1K
1.08K $119K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2
- 0.47%
$149.76 - $186.42 $300 - $373
425 $79K
CAH
Cardinal Health Inc

Healthcare
-1
- 0.66%
$125.0 - $168.0 $125 - $168
150 $25K
EMR
Emerson Electric CO

Industrials
-150
- 14.56%
$94.15 - $133.33 $14.1K - $20K
880 $117K
SGOL
Abrdn Gold ETF Trust

ETFs
-394
- 3.5%
$28.39 - $32.75 $11.2K - $12.9K
10.9K $342K
VTI
Vanguard Total Stock Market Et

ETFs
-86
- 7.46%
$243.75 - $303.93 $21K - $26.1K
1.07K $324K
STT
State Street Corp

Financial Services
-11
- 1.69%
$75.33 - $106.34 $829 - $1.17K
640 $68K
VGT
Vanguard Information Technolog

ETFs
-10
- 5.65%
$470.37 - $663.28 $4.7K - $6.63K
167 $110K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-44
- 1.76%
$86.05 - $107.7 $3.79K - $4.74K
2.46K $264K
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
Track This Portfolio

Track West Branch Capital LLC Portfolio

Follow West Branch Capital LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Branch Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Branch Capital LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email