West Branch Capital LLC Reduced Holdings in Q1 2025

West Branch Capital LLC

  • $285 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-25.9K
- 10.47%
$106.98 - $149.43 $2.77M - $3.87M
222K $24M
ADBE
Adobe Inc.

Technology
-4.22K
- 91.99%
$377.84 - $464.11 $1.59M - $1.96M
367 $140K
AMD
Advanced Micro Devices Inc

Technology
-3.86K
- 99.82%
$96.63 - $129.55 $373K - $500K
7 $0
LMT
Lockheed Martin Corp

Industrials
-752
- 37.25%
$423.19 - $506.29 $318K - $381K
1.27K $565K
NOW
Service Now, Inc.

Technology
-308
- 73.86%
$783.83 - $1170.39 $241K - $360K
109 $86K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1K
- 98.52%
$308.86 - $455.36 $309K - $455K
15 $5K
ETN
Eaton Corp PLC

Industrials
-787
- 41.25%
$271.83 - $371.23 $214K - $292K
1.12K $304K
IVV
Ishares Core S&P 500 ETF

ETFs
-85
- 0.9%
$554.06 - $615.85 $47.1K - $52.3K
9.38K $5.27M
AXP
American Express CO

Financial Services
-857
- 49.08%
$255.39 - $325.87 $219K - $279K
889 $239K
GOOG
Alphabet Inc.

Communication Services
-26
- 0.36%
$156.06 - $207.71 $4.06K - $5.4K
7.2K $1.12M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-15
- 3.93%
$4295.4 - $5141.88 $64.4K - $77.1K
367 $1.69M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.56K
- 23.05%
$126.11 - $135.06 $197K - $211K
5.21K $663K
IWM
Ishares Russell 2000 ETF

ETFs
-557
- 71.96%
$198.1 - $229.79 $110K - $128K
217 $43K
MS
Morgan Stanley

Financial Services
-966
- 74.59%
$111.68 - $141.08 $108K - $136K
329 $38K
UPS
United Parcel Service Inc

Industrials
-894
- 83.24%
$109.66 - $136.26 $98K - $122K
180 $19K
KMB
Kimberly Clark Corp

Consumer Defensive
-697
- 75.84%
$124.46 - $147.4 $86.7K - $103K
222 $31K
CLX
Clorox CO

Consumer Defensive
-502
- 66.58%
$141.76 - $162.89 $71.2K - $81.8K
252 $37K
UNP
Union Pacific Corp

Industrials
-499
- 12.12%
$225.21 - $254.42 $112K - $127K
3.62K $854K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.6K
- 81.13%
$50.87 - $51.09 $81.1K - $81.5K
371 $18K
PEP
Pepsico Inc

Consumer Defensive
-310
- 1.95%
$142.64 - $156.42 $44.2K - $48.5K
15.6K $2.33M
QCOM
Qualcomm Inc

Technology
-486
- 25.77%
$151.94 - $175.86 $73.8K - $85.5K
1.4K $215K
GM
General Motors CO

Consumer Cyclical
-746
- 12.04%
$45.22 - $54.92 $33.7K - $41K
5.45K $256K
DIS
Walt Disney CO

Communication Services
-646
- 97.0%
$96.87 - $114.0 $62.6K - $73.6K
20 $1K
NSC
Norfolk Southern Corp

Industrials
-304
- 34.74%
$227.69 - $259.76 $69.2K - $79K
571 $135K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-608
- 37.93%
$81.62 - $96.63 $49.6K - $58.8K
995 $82K
DHR
Danaher Corp

Healthcare
-234
- 49.58%
$201.62 - $250.59 $47.2K - $58.6K
238 $48K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-301
- 8.67%
$120.29 - $134.6 $36.2K - $40.5K
3.17K $387K
GLW
Corning Inc

Technology
-804
- 8.57%
$44.91 - $54.25 $36.1K - $43.6K
8.58K $392K
SYY
Sysco Corp

Consumer Defensive
-618
- 20.59%
$70.0 - $77.13 $43.3K - $47.7K
2.38K $178K
SPYG
Spdr Portfolio

ETFs
-513
- 90.16%
$80.05 - $92.39 $41.1K - $47.4K
56 $4K
FDN
First Tr Fd Dow Jones

ETFs
-166
- 46.11%
$221.38 - $266.86 $36.7K - $44.3K
194 $43K
CAT
Caterpillar Inc

Industrials
-76
- 15.8%
$326.75 - $407.63 $24.8K - $31K
405 $133K
MCHP
Microchip Technology Inc

Technology
-89
- 2.54%
$48.41 - $64.3 $4.31K - $5.72K
3.41K $165K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-195
- 22.03%
$102.49 - $119.96 $20K - $23.4K
690 $72K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-26
- 4.58%
$507.05 - $563.67 $13.2K - $14.7K
542 $278K
VTI
Vanguard Total Stock Market Et

ETFs
-31
- 2.62%
$271.18 - $303.12 $8.41K - $9.4K
1.15K $315K
VGT
Vanguard Information Technolog

ETFs
-11
- 5.85%
$542.38 - $646.34 $5.97K - $7.11K
177 $96K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-61
- 40.94%
$254.58 - $302.92 $15.5K - $18.5K
88 $22K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-216
- 51.8%
$85.29 - $92.57 $18.4K - $20K
201 $18K
CNC
Centene Corp

Healthcare
-300
- 27.83%
$55.93 - $65.89 $16.8K - $19.8K
778 $47K
TXN
Texas Instruments Inc

Technology
-86
- 21.99%
N/A
305 $59K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-200
- 54.64%
$48.65 - $66.04 $9.73K - $13.2K
166 $8K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
-1K
- 66.67%
$14.27 - $15.19 $14.3K - $15.2K
500 $7K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-205
- 11.85%
$66.3 - $74.17 $13.6K - $15.2K
1.53K $104K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-214
- 51.44%
$65.49 - $74.67 $14K - $16K
202 $14K
IWY
Ishares Tr Russell 200 Growth

ETFs
-46
- 34.59%
$210.19 - $243.33 $9.67K - $11.2K
87 $18K
AWK
American Water Works Company, Inc.

Utilities
-141
- 45.05%
$121.01 - $149.31 $17.1K - $21.1K
172 $25K
HPQ
Hp Inc

Technology
-85
- 5.2%
$27.69 - $34.72 $2.35K - $2.95K
1.55K $42K
IWP
Ishares Russell Mid Cap Growth

ETFs
-55
- 17.46%
$114.9 - $139.6 $6.32K - $7.68K
260 $30K
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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