West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

West Branch Capital LLC has $313.49 million in total holdings as of December 31, 2024.
West Branch Capital LLC owns shares of 546 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
Approximately 10.26% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, West Branch Capital LLC has purchased 429 new stocks and bought additional shares in 135 stocks.
West Branch Capital LLC sold shares of 79 stocks and completely divested from 38 stocks this quarter.

Largest Holdings

Apple: $38,749,227
NVIDIA: $33,241,297
Microsoft: $22,911,057
Amazon.com: $18,667,539
Alphabet: $16,477,707

Largest New Holdings this Quarter

BLACKROCK INC: $1,272,877 Holding
REDDIT INC: $245,160 Holding
Fidelity U.S. Multifactor ETF: $93,323 Holding
SPDR Portfolio S&P 500 ETF: $41,158 Holding
Vanguard Extended Market ETF: $36,667 Holding

Largest Purchases this Quarter

Broadcom: 25,530 shares (about $5.92M)
SPDR S&P 500 ETF Trust: 4,360 shares (about $2.56M)
Meta Platforms: 3,028 shares (about $1.77M)
Tesla: 3,983 shares (about $1.61M)
Amazon.com: 6,562 shares (about $1.44M)

Largest Sales this Quarter

Deere & Company: 128 shares (about $∞T)
Comcast: 20,423 shares (about $761.82K)
NIKE: 7,110 shares (about $538.07K)
NVIDIA: 3,106 shares (about $417.10K)
Gilead Sciences: 2,619 shares (about $241.92K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$38,749,227	$649,339 ▲	1.7%	154,737	12.4%	Computer and Technology
NVDA NVIDIA	$33,241,297	$417,104 ▼	-1.2%	247,534	10.6%	Computer and Technology
MSFT Microsoft	$22,911,057	$497,792 ▲	2.2%	54,356	7.3%	Computer and Technology
AMZN Amazon.com	$18,667,539	$1,439,644 ▲	8.4%	85,088	6.0%	Retail/Wholesale
GOOGL Alphabet	$16,477,707	$653,846 ▲	4.1%	87,045	5.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$15,875,725	$2,555,307 ▲	19.2%	27,088	5.1%	Finance
MOG.B Moog	$11,722,832		0.0%	60,114	3.7%	Aerospace
PG Procter & Gamble	$10,147,177	$361,286 ▲	3.7%	60,526	3.2%	Consumer Staples
JPM JPMorgan Chase & Co.	$7,905,317	$257,925 ▲	3.4%	32,979	2.5%	Finance
AVGO Broadcom	$6,471,456	$5,918,972 ▲	1,071.3%	27,913	2.1%	Computer and Technology
V Visa	$6,414,016	$365,025 ▲	6.0%	20,295	2.0%	Business Services
WMT Walmart	$6,316,827	$418,411 ▲	7.1%	69,915	2.0%	Retail/Wholesale
ORCL Oracle	$6,240,396	$317,786 ▲	5.4%	37,448	2.0%	Computer and Technology
UNH UnitedHealth Group	$5,650,244	$101,168 ▲	1.8%	11,170	1.8%	Medical
IVV iShares Core S&P 500 ETF	$5,569,896	$370,855 ▲	7.1%	9,462	1.8%	ETF
ABBV AbbVie	$5,107,633	$111,240 ▼	-2.1%	28,743	1.6%	Medical
HD Home Depot	$5,029,489	$389,756 ▲	8.4%	12,930	1.6%	Retail/Wholesale
META Meta Platforms	$4,845,052	$1,772,908 ▲	57.7%	8,275	1.5%	Computer and Technology
LLY Eli Lilly and Company	$3,955,945	$613,002 ▲	18.3%	5,124	1.3%	Medical
MA Mastercard	$3,640,129	$503,921 ▲	16.1%	6,913	1.2%	Business Services
JNJ Johnson & Johnson	$3,403,558	$96,608 ▼	-2.8%	23,534	1.1%	Medical
XOM Exxon Mobil	$3,304,368	$338,849 ▲	11.4%	30,718	1.1%	Energy
TSLA Tesla	$2,888,535	$1,608,421 ▲	125.6%	7,153	0.9%	Auto/Tires/Trucks
MCD McDonald's	$2,886,870	$449,932 ▲	18.5%	9,958	0.9%	Retail/Wholesale
COST Costco Wholesale	$2,747,801	$407,726 ▲	17.4%	2,999	0.9%	Retail/Wholesale
CSCO Cisco Systems	$2,636,994	$372,958 ▲	16.5%	44,544	0.8%	Computer and Technology
PEP PepsiCo	$2,413,331	$245,271 ▲	11.3%	15,871	0.8%	Consumer Staples
BRK.B Berkshire Hathaway	$2,359,776	$1,351,681 ▲	134.1%	5,206	0.8%	Finance
BAC Bank of America	$2,293,512	$511,090 ▲	28.7%	52,185	0.7%	Finance
KO Coca-Cola	$2,229,342	$391,553 ▲	21.3%	35,807	0.7%	Consumer Staples
MRK Merck & Co., Inc.	$2,155,399	$294,755 ▲	15.8%	21,667	0.7%	Medical
ADBE Adobe	$2,037,819	$89,819 ▲	4.6%	4,583	0.7%	Computer and Technology
BKNG Booking	$1,895,766	$34,739 ▼	-1.8%	382	0.6%	Retail/Wholesale
NFLX Netflix	$1,816,619	$866,415 ▲	91.2%	2,038	0.6%	Consumer Discretionary
ABT Abbott Laboratories	$1,764,164	$905 ▼	-0.1%	15,597	0.6%	Medical
VBR Vanguard Small-Cap Value ETF	$1,731,307	$98,496 ▼	-5.4%	8,736	0.6%	ETF
MOG.A Moog	$1,594,011	$154,519 ▼	-8.8%	8,098	0.5%	Aerospace
CRM Salesforce	$1,411,880	$837,499 ▲	145.8%	4,223	0.5%	Computer and Technology
TMO Thermo Fisher Scientific	$1,410,851	$14,566 ▲	1.0%	2,712	0.5%	Medical
CVX Chevron	$1,403,349	$338,635 ▲	31.8%	9,689	0.4%	Energy
GOOG Alphabet	$1,375,385	$28,567 ▲	2.1%	7,222	0.4%	Computer and Technology
BLACKROCK INC	$1,272,877	$1,272,877 ▲	New Holding	1,242	0.4%	COM
TMUS T-Mobile US	$1,265,585	$673,404 ▲	113.7%	5,734	0.4%	Computer and Technology
ACN Accenture	$1,218,573	$634,967 ▲	108.8%	3,464	0.4%	Computer and Technology
WFC Wells Fargo & Company	$1,207,215	$480,933 ▲	66.2%	17,187	0.4%	Finance
ADP Automatic Data Processing	$1,088,771	$8,783 ▲	0.8%	3,719	0.3%	Business Services
LMT Lockheed Martin	$981,106	$39,361 ▲	4.2%	2,019	0.3%	Aerospace
UNP Union Pacific	$939,122	$35,120 ▼	-3.6%	4,118	0.3%	Transportation
LINDE PLC	$868,152	$334,871 ▲	62.8%	2,074	0.3%	SHS
VYM Vanguard High Dividend Yield ETF	$863,067	$32,537 ▼	-3.6%	6,764	0.3%	ETF
MTB M&T Bank	$778,738	$564 ▲	0.1%	4,142	0.2%	Finance
ETN Eaton	$633,208	$65,047 ▼	-9.3%	1,908	0.2%	Industrials
SCHG Schwab U.S. Large-Cap Growth ETF	$594,410	$446,198 ▲	301.1%	21,328	0.2%	ETF
AXP American Express	$518,196	$255,833 ▲	97.5%	1,746	0.2%	Finance
IBM International Business Machines	$506,792	$348,488 ▲	220.1%	2,305	0.2%	Computer and Technology
AMD Advanced Micro Devices	$467,095	$213,194 ▲	84.0%	3,867	0.1%	Computer and Technology
GILD Gilead Sciences	$458,900	$241,920 ▼	-34.5%	4,968	0.1%	Medical
ITOT iShares Core S&P Total U.S. Stock Market ETF	$446,745	$2,315 ▲	0.5%	3,473	0.1%	ETF
GLW Corning	$445,791	$215,506 ▼	-32.6%	9,381	0.1%	Computer and Technology
NOW ServiceNow	$442,071	$328,638 ▲	289.7%	417	0.1%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$391,520		0.0%	4,978	0.1%	ETF
AMGN Amgen	$375,046	$13,553 ▼	-3.5%	1,439	0.1%	Medical
IUSG iShares Core S&P U.S. Growth ETF	$349,285	$15,047 ▼	-4.1%	2,507	0.1%	Manufacturing
CRWD CrowdStrike	$347,293	$172,107 ▲	98.2%	1,015	0.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$343,221	$28,119 ▲	8.9%	1,184	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$333,627	$14,535 ▲	4.6%	3,443	0.1%	Finance
CSX CSX	$332,916	$11,778 ▲	3.7%	10,317	0.1%	Transportation
GM General Motors	$330,055	$83,952 ▼	-20.3%	6,196	0.1%	Auto/Tires/Trucks
GLTR Aberdeen Standard Physical Precious Metals Basket Shares ETF	$328,851	$21,191 ▼	-6.1%	2,995	0.1%	ETF
VIG Vanguard Dividend Appreciation ETF	$325,764	$93,579 ▲	40.3%	1,664	0.1%	ETF
VOO Vanguard S&P 500 ETF	$306,290	$120,251 ▲	64.6%	568	0.1%	ETF
QCOM QUALCOMM	$289,796	$38,107 ▼	-11.6%	1,886	0.1%	Computer and Technology
SGOL abrdn Physical Gold Shares ETF	$281,888		0.0%	11,253	0.1%	ETF
RTX RTX	$279,985	$231 ▲	0.1%	2,420	0.1%	Aerospace
ISRG Intuitive Surgical	$271,942	$522 ▲	0.2%	521	0.1%	Medical
SPGP Invesco S&P 500 GARP ETF	$262,522	$4,615 ▼	-1.7%	2,503	0.1%	ETF
IVE iShares S&P 500 Value ETF	$258,643		0.0%	1,355	0.1%	ETF
IAU iShares Gold Trust	$247,550		0.0%	5,000	0.1%	Finance
REDDIT INC	$245,160	$245,160 ▲	New Holding	1,500	0.1%	CL A
AJG Arthur J. Gallagher & Co.	$243,544	$47,971 ▼	-16.5%	858	0.1%	Finance
SYY Sysco	$229,443	$240,147 ▼	-51.1%	3,001	0.1%	Consumer Staples
DUK Duke Energy	$219,144	$323 ▲	0.1%	2,034	0.1%	Utilities
SHV iShares Short Treasury Bond ETF	$216,730	$6,167 ▲	2.9%	1,968	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$216,051	$7,630 ▼	-3.4%	538	0.1%	ETF
NSC Norfolk Southern	$205,352	$12,438 ▼	-5.7%	875	0.1%	Transportation
MCHP Microchip Technology	$200,911	$53,683 ▼	-21.1%	3,503	0.1%	Computer and Technology
UNM Unum Group	$197,839		0.0%	2,709	0.1%	Finance
OEF iShares S&P 100 ETF	$176,782	$867 ▲	0.5%	612	0.1%	ETF
CAT Caterpillar	$174,488	$11,246 ▲	6.9%	481	0.1%	Industrials
IWD iShares Russell 1000 Value ETF	$174,023	$2,962 ▼	-1.7%	940	0.1%	ETF
IWM iShares Russell 2000 ETF	$171,062	$22,764 ▼	-11.7%	774	0.1%	Finance
DGRO iShares Core Dividend Growth ETF	$164,309	$2,085 ▲	1.3%	2,679	0.1%	ETF
MS Morgan Stanley	$162,808	$122,829 ▲	307.2%	1,295	0.1%	Finance
BMY Bristol-Myers Squibb	$161,908	$735 ▲	0.5%	2,863	0.1%	Medical
VZ Verizon Communications	$149,686	$4,239 ▼	-2.8%	3,743	0.0%	Computer and Technology
IJK iShares S&P Mid-Cap 400 Growth ETF	$145,802	$637 ▲	0.4%	1,603	0.0%	ETF
ED Consolidated Edison	$142,768		0.0%	1,600	0.0%	Utilities
UPS United Parcel Service	$135,436	$3,279 ▼	-2.4%	1,074	0.0%	Transportation
QQQ Invesco QQQ	$132,409	$4,090 ▼	-3.0%	259	0.0%	Finance
PLD Prologis	$130,857		0.0%	1,238	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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West Branch Capital LLC Top Holdings and 13F Report (2025)

About West Branch Capital LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Branch Capital LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools