West Branch Capital LLC Portfolio Holdings
West Branch Capital LLC
- $297 Million
- Q4 2024
West Branch Capital LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $297 Million distributed in 546 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $38.7M, Nvidia Corp with a value of $33.2M, Microsoft Corp with a value of $22.9M, Amazon Com Inc with a value of $18.7M, and Alphabet Inc. with a value of $16.5M.
Examining the 13F form we can see an increase of $23.2M in the current position value, from $274M to 297M.
Below you can find more details about West Branch Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$297 Million
Technology: $118 Million
ETFs: $32.3 Million
Consumer Cyclical: $32.1 Million
Financial Services: $26.4 Million
Communication Services: $26.1 Million
Healthcare: $25.2 Million
Consumer Defensive: $25 Million
Industrials: $5.89 Million
Other: $6.04 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 546
- Current Value $297 Million
- Prior Value $274 Million
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 33 stocks
- Additional Purchases 100 stocks
- Sold out of 0 stocks
- Reduced holdings in 73 stocks