West Branch Capital LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $274 Million distributed in 627 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $35.6M, Nvidia Corp with a value of $29.7M, Microsoft Corp with a value of $23M, Amazon Com Inc with a value of $15.4M, and Spdr S&P 500 ETF Trust with a value of $15.1M.
Examining the 13F form we can see an increase of $17.2M in the current position value, from $257M to 274M.
Also it can be appreciated an additional of 222 stocks purchases and 2 closed positions.
Below you can find more details about West Branch Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$274 Million
Technology: $108 Million
ETFs: $31.2 Million
Healthcare: $28.3 Million
Consumer Cyclical: $26.7 Million
Consumer Defensive: $24.4 Million
Financial Services: $22.4 Million
Communication Services: $20.8 Million
Industrials: $6.31 Million
Other: $5.93 Million
Stock Holdings Table Market Cap. of $200 Billions or more
