West Branch Capital LLC Purchases in Q4 2024

West Branch Capital LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Lam Research Corp
10
New
N/A
10 $0
PAVE
Global X Fds Us Infrastructure

ETFs
14
New
$40.41 - $45.95 $566 - $643
14 $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 2.0%
$134.53 - $150.65 $135 - $151
51 $6K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.16%
N/A
612 $162K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4
+ 1.25%
$81.68 - $82.93 $327 - $332
323 $26K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
25
New
$33.43 - $36.52 $836 - $913
25 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
150
+ 4.56%
$96.64 - $101.23 $14.5K - $15.2K
3.44K $333K
Reddit Inc
1.5K
New
N/A
1.5K $0
CSM
Proshares Large Cap Core Plus

ETFs
1
+ 0.49%
$64.59 - $69.02 $64.6 - $69
206 $13K
DE
Deere & CO

Industrials
0
New
$389.45 - $466.0 $0 - $0
0 $0
SPGI
S&P Global Inc.

Financial Services
5
+ 5.26%
$480.36 - $529.17 $2.4K - $2.65K
100 $49K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
0
New
$1146.59 - $1270.6 $0 - $0
0 $0
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
34
+ 1.56%
$8.91 - $9.52 $303 - $324
2.21K $19K
UTG
Reaves Utility Income Fund

Financial Services
11
+ 1.38%
$30.81 - $34.99 $339 - $385
809 $25K
BHK
Blackrock Core Bond Trust

Financial Services
12
+ 1.93%
$10.39 - $12.03 $125 - $144
633 $6K
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 2.73%
$87.85 - $98.6 $791 - $887
339 $30K
IJK
Ishares S&P Midcap 400 Growth

ETFs
3
+ 0.19%
$90.66 - $99.46 $272 - $298
1.6K $145K
DGRO
Ishares Core Dividend Growth E

ETFs
17
+ 0.64%
$60.73 - $64.94 $1.03K - $1.1K
2.68K $164K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.35K
+ 100.0%
$18.41 - $40.87 $24.9K - $55.3K
2.71K $50K
IXUS
Ishares Tr

ETFs
22
+ 1.79%
$65.95 - $72.56 $1.45K - $1.6K
1.25K $82K
MKC
Mccormick & CO Inc

Consumer Defensive
3
+ 0.23%
$73.97 - $84.09 $222 - $252
1.33K $101K
KMB
Kimberly Clark Corp

Consumer Defensive
8
+ 0.88%
$130.37 - $146.09 $1.04K - $1.17K
919 $120K
CSX
Csx Corp

Industrials
332
+ 3.32%
$31.58 - $36.88 $10.5K - $12.2K
10.3K $332K
LLY
Eli Lilly & CO

Healthcare
612
+ 13.56%
$727.2 - $932.06 $445K - $570K
5.12K $3.96M
PG
Procter & Gamble CO

Consumer Defensive
1.57K
+ 2.66%
$161.05 - $179.7 $252K - $282K
60.5K $10.1M
MSFT
Microsoft Corp

Technology
947
+ 1.77%
$406.35 - $454.46 $385K - $430K
54.4K $22.9M
MRK
Merck & Co., Inc.

Healthcare
1.95K
+ 9.89%
$96.31 - $114.76 $188K - $224K
21.7K $2.16M
AMD
Advanced Micro Devices Inc

Technology
302
+ 8.47%
$118.88 - $172.8 $35.9K - $52.2K
3.87K $467K
PEP
Pepsico Inc

Consumer Defensive
970
+ 6.51%
$151.29 - $176.1 $147K - $171K
15.9K $2.41M
LMT
Lockheed Martin Corp

Industrials
79
+ 4.07%
$479.66 - $614.62 $37.9K - $48.6K
2.02K $981K
ADBE
Adobe Inc.

Technology
119
+ 2.67%
$437.39 - $552.96 $52K - $65.8K
4.58K $2.04M
UNH
Unitedhealth Group Inc

Healthcare
162
+ 1.47%
$485.52 - $625.25 $78.7K - $101K
11.2K $5.65M
Activity Summary
Buys All Purchases 133 New Holdings 33 Increased Positions 100 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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