West Branch Capital LLC Incresed Positions in Q1 2025

West Branch Capital LLC

  • $285 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 31.43%
$442.66 - $534.52 $724K - $874K
6.84K $3.64M
ABBV
Abb Vie Inc.

Healthcare
625
+ 2.17%
$169.2 - $216.66 $106K - $135K
29.4K $6.15M
META
Meta Platforms, Inc.

Communication Services
1.82K
+ 21.99%
$576.36 - $736.67 $1.05M - $1.34M
10.1K $5.82M
V
Visa Inc.

Financial Services
679
+ 3.35%
$306.92 - $362.71 $208K - $246K
21K $7.35M
XOM
Exxon Mobil Corp

Energy
4K
+ 13.02%
$105.44 - $118.93 $422K - $476K
34.7K $4.13M
JNJ
Johnson & Johnson

Healthcare
1.87K
+ 7.93%
$142.06 - $167.7 $265K - $313K
25.4K $4.21M
LLY
Eli Lilly & CO

Healthcare
611
+ 11.92%
$725.72 - $929.72 $443K - $568K
5.74K $4.74M
CVX
Chevron Corp

Energy
2.96K
+ 30.59%
$146.71 - $167.97 $435K - $498K
12.7K $2.12M
KO
Coca Cola CO

Consumer Defensive
5.13K
+ 14.32%
$60.81 - $72.32 $312K - $371K
40.9K $2.93M
TMUS
T Mobile Us, Inc.

Communication Services
1.56K
+ 27.19%
$211.3 - $272.83 $329K - $425K
7.29K $1.95M
ABT
Abbott Laboratories

Healthcare
2.08K
+ 13.34%
$111.1 - $140.22 $231K - $292K
17.7K $2.34M
GE
General Electric CO

Industrials
2.74K
+ 406.52%
$168.59 - $212.13 $463K - $582K
3.42K $684K
MA
Mastercard Inc

Financial Services
756
+ 10.94%
$504.67 - $576.31 $382K - $436K
7.67K $4.2M
NFLX
Netflix Inc

Communication Services
463
+ 22.72%
$828.4 - $1058.6 $384K - $490K
2.5K $2.33M
PG
Procter & Gamble CO

Consumer Defensive
1.95K
+ 3.23%
$158.56 - $176.26 $310K - $344K
62.5K $10.6M
COST
Costco Wholesale Corp

Consumer Defensive
433
+ 14.44%
$890.62 - $1076.86 $386K - $466K
3.43K $3.25M
UNH
Unitedhealth Group Inc

Healthcare
519
+ 4.65%
$461.52 - $548.18 $240K - $285K
11.7K $6.12M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 3.41%
$225.19 - $279.95 $253K - $314K
34.1K $8.37M
MCD
Mcdonalds Corp

Consumer Cyclical
735
+ 7.38%
$279.74 - $321.29 $206K - $236K
10.7K $3.34M
PM
Philip Morris International Inc.

Consumer Defensive
2.66K
+ 437.89%
$117.15 - $158.79 $311K - $422K
3.27K $518K
WFC
Wells Fargo & Company

Financial Services
4.9K
+ 28.53%
$66.78 - $81.42 $327K - $399K
22.1K $1.59M
CSCO
Cisco Systems, Inc.

Technology
3.9K
+ 8.76%
$58.74 - $64.87 $229K - $253K
48.4K $2.99M
BAC
Bank Of America Corp

Financial Services
7.31K
+ 14.0%
$39.61 - $47.74 $289K - $349K
59.5K $2.48M
PLTR
Palantir Technologies Inc.

Technology
2K
+ 28571.43%
$64.98 - $124.62 $130K - $249K
2.01K $169K
CRM
Salesforce, Inc.

Technology
1.65K
+ 39.02%
$268.36 - $359.95 $442K - $593K
5.87K $1.58M
ACN
Accenture PLC

Technology
954
+ 27.54%
$300.91 - $398.25 $287K - $380K
4.42K $1.38M
IAU
Ishares Gold Trust

ETFs
1.63K
+ 32.6%
$49.74 - $58.96 $81.1K - $96.1K
6.63K $390K
SAN
Banco Santander, S.A.

Financial Services
20K
+ 54054.05%
$4.46 - $7.14 $89.2K - $143K
20K $134K
WMT
Walmart Inc.

Consumer Defensive
3.32K
+ 4.75%
$84.5 - $105.05 $281K - $349K
73.2K $6.43M
PH
Parker Hannifin Corp

Industrials
177
+ 442.5%
$591.65 - $707.05 $105K - $125K
217 $131K
SYK
Stryker Corp

Healthcare
255
+ 25500.0%
$355.18 - $399.9 $90.6K - $102K
256 $95K
MRK
Merck & Co., Inc.

Healthcare
3.35K
+ 15.46%
$83.01 - $101.02 $278K - $338K
25K $2.25M
TMO
Thermo Fisher Scientific Inc.

Healthcare
296
+ 10.91%
$497.6 - $606.74 $147K - $180K
3.01K $1.5M
INTU
Intuit Inc

Technology
135
+ 900.0%
$555.63 - $630.23 $75K - $85.1K
150 $92K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
1.4K
+ 84.85%
$51.39 - $57.43 $71.9K - $80.4K
3.05K $169K
BSX
Boston Scientific Corp

Healthcare
755
+ 12583.33%
$89.38 - $106.18 $67.5K - $80.2K
761 $76K
T
At&T Inc.

Communication Services
1.8K
+ 42.34%
$21.56 - $28.28 $38.7K - $50.8K
6.04K $170K
CTAS
Cintas Corp

Industrials
340
+ 8500.0%
$182.09 - $208.14 $61.9K - $70.8K
344 $70K
ISRG
Intuitive Surgical Inc

Healthcare
164
+ 31.48%
$476.63 - $610.45 $78.2K - $100K
685 $339K
MSI
Motorola Solutions, Inc.

Technology
155
+ 2583.33%
$411.73 - $482.1 $63.8K - $74.7K
161 $70K
TOST
Toast, Inc.

Technology
1K
+ 862.07%
$32.61 - $41.98 $32.6K - $42K
1.12K $37K
VB
Vanguard Small Cap ETF

ETFs
100
+ 384.62%
$217.89 - $252.64 $21.8K - $25.3K
126 $27K
SO
Southern CO

Utilities
115
+ 22.95%
$80.96 - $92.96 $9.31K - $10.7K
616 $56K
VLO
Valero Energy Corp

Energy
99
+ 119.28%
$121.76 - $142.99 $12.1K - $14.2K
182 $24K
APD
Air Products & Chemicals, Inc.

Basic Materials
39
+ 10.21%
$283.24 - $338.07 $11K - $13.2K
421 $124K
WM
Waste Management Inc

Industrials
49
+ 69.01%
$200.54 - $233.78 $9.83K - $11.5K
120 $27K
KMI
Kinder Morgan, Inc.

Energy
351
+ 2925.0%
$26.1 - $31.22 $9.16K - $11K
363 $10K
DD
Du Pont De Nemours, Inc.

Basic Materials
116
+ 178.46%
$72.7 - $84.32 $8.43K - $9.78K
181 $13K
UBER
Uber Technologies, Inc

Technology
126
+ 1800.0%
$63.17 - $81.49 $7.96K - $10.3K
133 $9K
Activity Summary
Buys All Purchases 144 New Holdings 44 Increased Positions 100 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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