West Branch Capital LLC Portfolio Holdings
West Branch Capital LLC
- $274 Million
- Q3 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 627
- Current Value $274 Million
- Prior Value $257 Million
- Filing
- Period Q3 2024
- Filing Date October 18, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 222 stocks
- Additional Purchases 155 stocks
- Sold out of 2 stocks
- Reduced holdings in 49 stocks