West Branch Capital LLC Incresed Positions in Q4 2024

West Branch Capital LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.16%
$94.43 - $105.47 $189 - $211
1.25K $126K
BDX
Becton Dickinson & CO

Healthcare
30
+ 150.0%
$220.02 - $243.75 $6.6K - $7.31K
50 $11K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
70
+ 7000.0%
$83.95 - $99.75 $5.88K - $6.98K
71 $6K
SBUX
Starbucks Corp

Consumer Cyclical
54
+ 317.65%
$87.44 - $102.5 $4.72K - $5.54K
71 $6K
BP
Bp PLC

Energy
223
+ 24.7%
$28.16 - $33.14 $6.28K - $7.39K
1.13K $33K
TDOC
Teladoc Health, Inc.

Healthcare
526
+ 1073.47%
$8.57 - $12.02 $4.51K - $6.32K
575 $5K
KO
Coca Cola CO

Consumer Defensive
4.84K
+ 15.61%
$61.74 - $71.71 $299K - $347K
35.8K $2.23M
TJX
Tjx Companies Inc

Consumer Cyclical
27
+ 36.99%
$112.15 - $127.2 $3.03K - $3.43K
100 $12K
ALL
Allstate Corp

Financial Services
13
+ 3.76%
$181.25 - $208.2 $2.36K - $2.71K
359 $69K
FISV
Fiserv Inc

Technology
16
+ 13.33%
N/A
136 $17K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
67
+ 291.3%
$44.04 - $49.49 $2.95K - $3.32K
90 $3K
TT
Trane Technologies PLC

Industrials
13
+ 8.67%
$369.35 - $419.14 $4.8K - $5.45K
163 $60K
LHX
L3 Harris Technologies, Inc.

Industrials
21
+ 19.27%
$208.94 - $264.22 $4.39K - $5.55K
130 $27K
CLX
Clorox CO

Consumer Defensive
6
+ 0.8%
$156.51 - $169.74 $939 - $1.02K
754 $122K
DXCM
Dexcom Inc

Healthcare
19
+ 633.33%
$65.68 - $81.01 $1.25K - $1.54K
22 $1K
SPGI
S&P Global Inc.

Financial Services
5
+ 5.26%
$480.36 - $529.17 $2.4K - $2.65K
100 $49K
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.16%
N/A
612 $162K
SONY
Sony Group Corp

Technology
3
+ 300.0%
$17.53 - $96.8 $52.6 - $290
4 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1
+ 50.0%
$180.39 - $205.43 $180 - $205
3 $0
Annaly Capital Management In
59
+ 7.96%
N/A
800 $0
SGDM
Sprott ETF Tr Gold Miners ETF
3
+ 1.14%
N/A
266 $0
AGG
Ishares Core U.S. Aggregate Bo

ETFs
150
+ 4.56%
$96.64 - $101.23 $14.5K - $15.2K
3.44K $333K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4
+ 1.25%
$81.68 - $82.93 $327 - $332
323 $26K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
441
+ 202.29%
$26.93 - $84.95 $11.9K - $37.5K
659 $18K
Linde PLC
401
+ 23.97%
N/A
2.07K $0
CSM
Proshares Large Cap Core Plus

ETFs
1
+ 0.49%
$64.59 - $69.02 $64.6 - $69
206 $13K
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
7
+ 1.31%
N/A
543 $0
Amer Sports Inc
1K
+ 14285.71%
N/A
1.01K $0
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 2.0%
$134.53 - $150.65 $135 - $151
51 $6K
BHK
Blackrock Core Bond Trust

Financial Services
12
+ 1.93%
$10.39 - $12.03 $125 - $144
633 $6K
UTG
Reaves Utility Income Fund

Financial Services
11
+ 1.38%
$30.81 - $34.99 $339 - $385
809 $25K
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
34
+ 1.56%
$8.91 - $9.52 $303 - $324
2.21K $19K
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
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 2.73%
$87.85 - $98.6 $791 - $887
339 $30K
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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