West Branch Capital LLC Reduced Holdings in Q4 2024

West Branch Capital LLC

  • $297 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
-878
- 2.96%
$164.99 - $203.87 $145K - $179K
28.7K $5.11M
JNJ
Johnson & Johnson

Healthcare
-1.36K
- 5.45%
$143.34 - $165.86 $194K - $225K
23.5K $3.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-40
- 1.45%
$501.29 - $612.85 $20.1K - $24.5K
2.71K $1.41M
DHR
Danaher Corp

Healthcare
-661
- 58.34%
$226.16 - $274.52 $149K - $181K
472 $108K
QCOM
Qualcomm Inc

Technology
-692
- 26.84%
$150.4 - $178.04 $104K - $123K
1.89K $289K
MCHP
Microchip Technology Inc

Technology
-843
- 19.4%
$55.51 - $79.05 $46.8K - $66.6K
3.5K $200K
GILD
Gilead Sciences, Inc.

Healthcare
-2.18K
- 30.54%
$83.95 - $97.9 $183K - $214K
4.97K $458K
UNP
Union Pacific Corp

Industrials
-118
- 2.79%
$223.15 - $249.32 $26.3K - $29.4K
4.12K $939K
SYY
Sysco Corp

Consumer Defensive
-1.23K
- 29.05%
$73.63 - $81.77 $90.5K - $100K
3K $229K
AMGN
Amgen Inc

Healthcare
-21
- 1.44%
$258.78 - $328.31 $5.43K - $6.89K
1.44K $375K
GE
General Electric CO

Industrials
-365
- 35.1%
$159.95 - $194.23 $58.4K - $70.9K
675 $112K
AMAT
Applied Materials Inc

Technology
-367
- 81.92%
$161.44 - $213.89 $59.2K - $78.5K
81 $13K
UBER
Uber Technologies, Inc

Technology
-1K
- 99.3%
$59.93 - $86.34 $59.9K - $86.3K
7 $0
GLW
Corning Inc

Technology
-1.62K
- 14.76%
$44.11 - $49.76 $71.6K - $80.8K
9.38K $445K
VBR
Vanguard Small Cap Value ETF

ETFs
-84
- 0.95%
$197.36 - $217.3 $16.6K - $18.3K
8.74K $1.73M
ABNB
Airbnb, Inc.

Consumer Cyclical
-261
- 99.62%
$125.36 - $147.37 $32.7K - $38.5K
1 $0
PLD
Prologis, Inc.

Real Estate
-1
- 0.08%
$101.4 - $126.96 $101 - $127
1.24K $130K
CI
Cigna Corp

Healthcare
-3
- 0.88%
$265.59 - $358.58 $797 - $1.08K
339 $93K
ED
Consolidated Edison Inc

Utilities
-1
- 0.06%
$88.87 - $107.38 $88.9 - $107
1.6K $142K
IWM
Ishares Russell 2000 ETF

ETFs
-104
- 11.85%
$216.13 - $242.4 $22.5K - $25.2K
774 $171K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-144
- 2.08%
$126.68 - $134.74 $18.2K - $19.4K
6.76K $863K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-365
- 35.03%
$61.68 - $67.87 $22.5K - $24.8K
677 $42K
VZ
Verizon Communications Inc

Communication Services
-1
- 0.03%
$39.6 - $45.21 $39.6 - $45.2
3.74K $149K
NSC
Norfolk Southern Corp

Industrials
-30
- 3.31%
$230.6 - $277.0 $6.92K - $8.31K
875 $205K
CNC
Centene Corp

Healthcare
-8
- 0.74%
$56.71 - $73.94 $454 - $592
1.08K $65K
K
Kellogg CO

Consumer Defensive
-200
- 21.03%
$80.34 - $81.29 $16.1K - $16.3K
751 $60K
XRX
Xerox Holdings Corp

Technology
-1.23K
- 85.21%
$8.17 - $11.07 $10.1K - $13.6K
214 $1K
IWY
Ishares Tr Russell 200 Growth

ETFs
-67
- 33.5%
$216.72 - $244.71 $14.5K - $16.4K
133 $31K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-240
- 10.88%
$50.73 - $51.08 $12.2K - $12.3K
1.97K $100K
TGT
Target Corp

Consumer Defensive
-64
- 38.55%
$121.59 - $160.69 $7.78K - $10.3K
102 $13K
UPS
United Parcel Service Inc

Industrials
-6
- 0.56%
$122.65 - $138.35 $736 - $830
1.07K $135K
IBB
Ishares Biotechnology ETF

ETFs
-60
- 37.27%
$131.21 - $148.85 $7.87K - $8.93K
101 $13K
CVS
Cvs Health Corp

Healthcare
-9
- 1.64%
$43.78 - $67.46 $394 - $607
540 $24K
NVS
Novartis Ag

Healthcare
-60
- 30.0%
$96.78 - $117.18 $5.81K - $7.03K
140 $13K
INTU
Intuit Inc

Technology
-15
- 50.0%
$602.01 - $706.25 $9.03K - $10.6K
15 $9K
PFE
Pfizer Inc

Healthcare
-6
- 0.17%
$24.8 - $30.19 $149 - $181
3.49K $92K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-420
- 45.65%
$17.44 - $19.38 $7.32K - $8.14K
500 $8K
DVN
Devon Energy Corp

Energy
-140
- 19.94%
$30.52 - $42.96 $4.27K - $6.01K
562 $18K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-70
- 70.0%
$82.28 - $117.52 $5.76K - $8.23K
30 $2K
PSEC
Prospect Capital Corp

Financial Services
-1.52K
- 75.22%
$4.16 - $5.34 $6.31K - $8.11K
500 $2K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1
- 0.11%
$49.38 - $59.52 $49.4 - $59.5
893 $45K
USB
Us Bancorp \De\

Financial Services
-117
- 88.64%
$43.98 - $53.66 $5.15K - $6.28K
15 $0
FDX
Fedex Corp

Industrials
-22
- 95.65%
$260.5 - $305.15 $5.73K - $6.71K
1 $0
SHEL
Shell PLC

Energy
-7
- 0.48%
$60.63 - $70.23 $424 - $492
1.44K $90K
PII
Polaris Inc.

Consumer Cyclical
-41
- 47.67%
$56.74 - $83.06 $2.33K - $3.41K
45 $2K
IWD
Ishares Russell 1000 Val ETF

ETFs
-4
- 0.42%
$183.23 - $199.79 $733 - $799
940 $174K
ES
Eversource Energy

Utilities
-1
- 0.21%
$55.9 - $67.73 $55.9 - $67.7
478 $27K
MRNA
Moderna, Inc.

Healthcare
-59
- 58.42%
$36.85 - $63.93 $2.17K - $3.77K
42 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
-2
- 0.28%
$26.48 - $32.72 $53 - $65.4
715 $19K
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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