West Branch Capital LLC Incresed Positions in Q3 2025

West Branch Capital LLC

  • $363 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.57K
+ 1.78%
$174.36 - $254.72 $274K - $400K
89.8K $21.8M
ORCL
Oracle Corp

Technology
342
+ 0.85%
$218.96 - $328.33 $74.9K - $112K
40.8K $11.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.1K
+ 3.78%
$617.65 - $666.84 $679K - $733K
30.2K $20.1M
AVGO
Broadcom Inc.

Technology
167
+ 0.53%
$264.74 - $369.57 $44.2K - $61.7K
31.7K $10.5M
TSLA
Tesla, Inc.

Consumer Cyclical
868
+ 8.63%
$293.94 - $444.72 $255K - $386K
10.9K $4.86M
ABBV
Abb Vie Inc.

Healthcare
321
+ 1.08%
$184.85 - $231.54 $59.3K - $74.3K
30K $6.94M
MSFT
Microsoft Corp

Technology
261
+ 0.47%
$491.09 - $535.64 $128K - $140K
55.7K $28.8M
JNJ
Johnson & Johnson

Healthcare
519
+ 1.6%
$155.17 - $185.42 $80.5K - $96.2K
33K $6.13M
AMZN
Amazon Com Inc

Consumer Cyclical
3.89K
+ 4.32%
$211.65 - $238.24 $823K - $926K
93.8K $20.6M
GS
Goldman Sachs Group Inc

Financial Services
881
+ 1190.54%
$696.56 - $806.32 $614K - $710K
955 $760K
UNH
Unitedhealth Group Inc

Healthcare
306
+ 2.33%
$237.77 - $353.61 $72.8K - $108K
13.4K $4.64M
WMT
Walmart Inc.

Consumer Defensive
1.32K
+ 1.78%
$94.4 - $104.27 $125K - $138K
75.5K $7.78M
PLTR
Palantir Technologies Inc.

Technology
2.25K
+ 92.96%
$130.68 - $186.97 $294K - $420K
4.66K $850K
IVV
Ishares Core S&P 500 ETF

ETFs
55
+ 0.61%
$620.67 - $670.08 $34.1K - $36.9K
9.12K $6.1M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$175.16 - $255.24 $175 - $255
7.13K $1.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
439
+ 3.75%
$459.11 - $506.91 $202K - $223K
12.1K $6.1M
BAC
Bank Of America Corp

Financial Services
2.31K
+ 3.69%
$44.92 - $52.42 $104K - $121K
65K $3.35M
AMD
Advanced Micro Devices Inc

Technology
2.21K
+ 1000.0%
$134.8 - $184.42 $298K - $408K
2.43K $393K
GE
General Electric CO

Industrials
479
+ 10.16%
$244.75 - $305.63 $117K - $146K
5.19K $1.56M
MS
Morgan Stanley

Financial Services
1.97K
+ 110.82%
$139.09 - $161.16 $273K - $317K
3.74K $594K
CVX
Chevron Corp

Energy
982
+ 6.92%
$145.57 - $161.83 $143K - $159K
15.2K $2.36M
META
Meta Platforms, Inc.

Communication Services
479
+ 4.43%
$695.21 - $791.73 $333K - $379K
11.3K $8.29M
XOM
Exxon Mobil Corp

Energy
1.07K
+ 2.92%
$105.83 - $117.22 $113K - $125K
37.7K $4.25M
WFC
Wells Fargo & Company

Financial Services
2.09K
+ 8.38%
$77.05 - $85.16 $161K - $178K
27K $2.26M
IBM
International Business Machines Corp

Technology
1.11K
+ 20.54%
$234.77 - $292.47 $261K - $325K
6.53K $1.84M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
3.54K
+ 115.9%
$60.01 - $65.01 $212K - $230K
6.59K $428K
AXP
American Express CO

Financial Services
609
+ 47.32%
$294.27 - $342.31 $179K - $208K
1.9K $629K
PM
Philip Morris International Inc.

Consumer Defensive
1.93K
+ 38.25%
$157.77 - $183.27 $304K - $353K
6.97K $1.13M
TMUS
T Mobile Us, Inc.

Communication Services
800
+ 9.8%
$226.02 - $259.01 $181K - $207K
8.96K $2.15M
MA
Mastercard Inc

Financial Services
223
+ 2.83%
$550.18 - $598.96 $123K - $134K
8.09K $4.6M
GLD
Spdr Gold Trust

ETFs
330
+ 117.02%
$300.96 - $355.47 $99.3K - $117K
612 $217K
ADBE
Adobe Inc.

Technology
400
+ 92.59%
$333.65 - $392.1 $133K - $157K
832 $293K
ABT
Abbott Laboratories

Healthcare
1.08K
+ 5.64%
$120.51 - $136.62 $130K - $148K
20.2K $2.71M
CSCO
Cisco Systems, Inc.

Technology
1.89K
+ 3.73%
$66.2 - $71.79 $125K - $136K
52.7K $3.6M
ITOT
Ishares Core S&P Total U.S. St

ETFs
232
+ 7.41%
$135.0 - $146.02 $31.3K - $33.9K
3.36K $489K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8
+ 0.05%
$28.92 - $32.19 $231 - $258
14.9K $474K
GM
General Motors CO

Consumer Cyclical
3
+ 0.09%
$48.89 - $61.24 $147 - $184
3.23K $197K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.12%
$148.97 - $165.88 $447 - $498
2.47K $407K
MO
Altria Group, Inc.

Consumer Defensive
356
+ 39.29%
$57.75 - $67.68 $20.6K - $24.1K
1.26K $83K
AFL
Aflac Inc

Financial Services
199
+ 47.04%
$98.09 - $111.7 $19.5K - $22.2K
622 $69K
HSY
Hershey CO

Consumer Defensive
116
+ 107.41%
$161.95 - $193.45 $18.8K - $22.4K
224 $41K
CSX
Csx Corp

Industrials
28
+ 0.37%
$32.05 - $36.52 $897 - $1.02K
7.53K $267K
PFE
Pfizer Inc

Healthcare
695
+ 18.97%
$23.29 - $25.88 $16.2K - $18K
4.36K $111K
CEG
Constellation Energy Corp

Utilities
60
+ 65.93%
$298.82 - $354.89 $17.9K - $21.3K
151 $49K
AMP
Ameriprise Financial Inc

Financial Services
52
+ 33.99%
$486.13 - $544.55 $25.3K - $28.3K
205 $100K
ADI
Analog Devices Inc

Technology
74
+ 56.49%
$220.68 - $255.63 $16.3K - $18.9K
205 $50K
BP
Bp PLC

Energy
350
+ 23.71%
$30.25 - $35.69 $10.6K - $12.5K
1.83K $62K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
135
+ 4.16%
$97.75 - $100.75 $13.2K - $13.6K
3.38K $338K
VLO
Valero Energy Corp

Energy
58
+ 31.87%
$131.77 - $175.63 $7.64K - $10.2K
240 $40K
Activity Summary
Buys All Purchases 116 New Holdings 18 Increased Positions 98 Sells All Sells 48 Reductions 48 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