West Branch Capital LLC - Q4 2023 holdings

 Value Shares↓ Weighting
ExitKYNDRYL HLDGS INC$0-4
-100.0%
0.00%
NERD ExitLISTED FD TRroundhill video$0-38
-100.0%
0.00%
ExitORION OFFICE REIT INC$0-10
-100.0%
0.00%
SOFI ExitSOFI TECHNOLOGIES INC$0-6
-100.0%
0.00%
REZI ExitRESIDEO TECHNOLOGIES INC$0-17
-100.0%
0.00%
SOXX ExitISHARES TRishares semicdtr$0-1
-100.0%
0.00%
ExitF&G ANNUITIES & LIFE INC$0-14
-100.0%
0.00%
ExitPAYSAFE LIMITED$0-23
-100.0%
0.00%
FHLC ExitFIDELITY COVINGTON TRUSTmsci hlth care i$0-1
-100.0%
0.00%
ExitREMARK HLDGS INC$0-6
-100.0%
0.00%
ExitVERALTO CORP$0-51
-100.0%
0.00%
FSLY ExitFASTLY INCcl a$0-26
-100.0%
0.00%
ARKG ExitARK ETF TRgenomic rev etf$0-28
-100.0%
0.00%
NVTA ExitINVITAE CORP$0-121
-100.0%
0.00%
ETSY ExitETSY INC$0-11
-100.0%
0.00%
ALIT ExitALIGHT INC$0-104
-100.0%
0.00%
FIVG ExitETF SER SOLUTIONSdefiance next$0-4
-100.0%
0.00%
LMND ExitLEMONADE INC$0-10
-100.0%
0.00%
ASIX ExitADVANSIX INC$0-4
-100.0%
0.00%
DAL ExitDELTA AIR LINES INC DEL$0-10
-100.0%
0.00%
ExitPYXIS ONCOLOGY INC$0-25
-100.0%
0.00%
ERIC ExitERICSSONadr b sek 10$0-100
-100.0%
0.00%
TWLO ExitTWILIO INCcl a$0-10
-100.0%
0.00%
ZM ExitZOOM VIDEO COMMUNICATIONS INcl a$0-5
-100.0%
0.00%
HUYA ExitHUYA INC$0-50
-100.0%
0.00%
IP ExitINTERNATIONAL PAPER CO$0-24
-100.0%
0.00%
VICI ExitVICI PPTYS INC$0-3
-100.0%
0.00%
TDOC ExitTELADOC HEALTH INC$0-49
-100.0%
0.00%
INTC ExitINTEL CORP$0-9
-100.0%
0.00%
CCJ ExitCAMECO CORP$0-7
-100.0%
0.00%
API ExitAGORA INCads$0-50
-100.0%
0.00%
TTWO ExitTAKE-TWO INTERACTIVE SOFTWAR$0-4
-100.0%
0.00%
SWKS ExitSKYWORKS SOLUTIONS INC$0-5
-100.0%
0.00%
ExitSYLVAMO CORP$0-6
-100.0%
0.00%
SFIX ExitSTITCH FIX INC$0-100
-100.0%
0.00%
ROKU ExitROKU INC$0-5
-100.0%
0.00%
ExitEMBECTA CORP$0-8
-100.0%
0.00%
IGV ExitISHARES TRexpanded tech$0-2
-100.0%
0.00%
ExitSYSTEM1 INC$0-115
-100.0%
0.00%
RUN ExitSUNRUN INC$0-30
-100.0%
0.00%
PATH ExitUIPATH INCcl a$0-50
-100.0%
0.00%
BOMN ExitBOSTON OMAHA CORP$0-10
-100.0%
0.00%
FDIS ExitFIDELITY COVINGTON TRUSTmsci consm dis$0-2
-100.0%
0.00%
ExitINDIVIOR PLCord$0-100
-100.0%
-0.00%
PENN ExitPENN ENTERTAINMENT INC$0-105
-100.0%
-0.00%
BHF ExitBRIGHTHOUSE FINL INC$0-50
-100.0%
-0.00%
CRSP ExitCRISPR THERAPEUTICS AGnamen akt$0-50
-100.0%
-0.00%
ZI ExitZOOMINFO TECHNOLOGIES INC$0-150
-100.0%
-0.00%
VHT ExitVANGUARD WORLD FDShealth car etf$0-10
-100.0%
-0.00%
KOPN ExitKOPIN CORP$0-1,329
-100.0%
-0.00%
QCOM ExitQUALCOMM INC$0-13
-100.0%
-0.00%
VIS ExitVANGUARD WORLD FDSindustrial etf$0-12
-100.0%
-0.00%
ARI ExitAPOLLO COML REAL EST FIN INC$0-265
-100.0%
-0.00%
KAMN ExitKAMAN CORP$0-134
-100.0%
-0.00%
PYPL ExitPAYPAL HLDGS INC$0-26
-100.0%
-0.00%
MSI ExitMOTOROLA SOLUTIONS INC$0-6
-100.0%
-0.00%
SBUX ExitSTARBUCKS CORP$0-11
-100.0%
-0.00%
META ExitLISTED FD TRroundhill ball$0-150
-100.0%
-0.00%
DDOG ExitDATADOG INC$0-20
-100.0%
-0.00%
ARKW ExitARK ETF TRnext gnrtn inter$0-51
-100.0%
-0.00%
UI ExitUBIQUITI INC$0-17
-100.0%
-0.00%
BEP ExitBROOKFIELD RENEWABLE PARTNERpartnership unit$0-51
-100.0%
-0.00%
CRWD ExitCROWDSTRIKE HLDGS INCcl a$0-12
-100.0%
-0.00%
VBK ExitVANGUARD INDEX FDSsml cp grw etf$0-5
-100.0%
-0.00%
NET ExitCLOUDFLARE INC$0-24
-100.0%
-0.00%
EPR ExitEPR PPTYS$0-68
-100.0%
-0.00%
VO ExitVANGUARD INDEX FDSmid cap etf$0-10
-100.0%
-0.00%
TAK ExitTAKEDA PHARMACEUTICAL CO LTDsponsored ads$0-93
-100.0%
-0.00%
ELAN ExitELANCO ANIMAL HEALTH INC$0-174
-100.0%
-0.00%
FWRD ExitFORWARD AIR CORP$0-65
-100.0%
-0.00%
COF ExitCAPITAL ONE FINL CORP$0-49
-100.0%
-0.00%
STM ExitSTMICROELECTRONICS N Vny registry$0-100
-100.0%
-0.00%
ExitWARNER BROS DISCOVERY INC$0-338
-100.0%
-0.00%
BEN ExitFRANKLIN RESOURCES INC$0-181
-100.0%
-0.00%
AAP ExitADVANCE AUTO PARTS INC$0-73
-100.0%
-0.00%
AHCO ExitADAPTHEALTH CORP$0-315
-100.0%
-0.00%
ULCC ExitFRONTIER GROUP HLDGS INC$0-621
-100.0%
-0.00%
ANSS ExitANSYS INC$0-14
-100.0%
-0.00%
SDY ExitSPDR SER TRs&p divid etf$0-40
-100.0%
-0.00%
SPYG ExitSPDR SER TRprtflo s&p500 gw$0-56
-100.0%
-0.00%
DLTH ExitDULUTH HLDGS INC$0-591
-100.0%
-0.00%
ARE ExitALEXANDRIA REAL ESTATE EQ IN$0-40
-100.0%
-0.00%
DD ExitDUPONT DE NEMOURS INC$0-61
-100.0%
-0.00%
PAYC ExitPAYCOM SOFTWARE INC$0-16
-100.0%
-0.00%
CME ExitCME GROUP INC$0-23
-100.0%
-0.00%
HPE ExitHEWLETT PACKARD ENTERPRISE C$0-200
-100.0%
-0.00%
MAR ExitMARRIOTT INTL INC NEWcl a$0-15
-100.0%
-0.00%
IXN ExitISHARES TRglobal tech etf$0-75
-100.0%
-0.00%
VFH ExitVANGUARD WORLD FDSfinancials etf$0-45
-100.0%
-0.00%
KSS ExitKOHLS CORP$0-169
-100.0%
-0.00%
GT ExitGOODYEAR TIRE & RUBR CO$0-329
-100.0%
-0.00%
SJM ExitSMUCKER J M CO$0-25
-100.0%
-0.00%
LQD ExitISHARES TRiboxx inv cp etf$0-43
-100.0%
-0.00%
WU ExitWESTERN UN CO$0-276
-100.0%
-0.00%
PDBC ExitINVESCO ACTVELY MNGD ETC FDoptimum yield$0-270
-100.0%
-0.00%
STIP ExitISHARES TR0-5 yr tips etf$0-41
-100.0%
-0.00%
ICUI ExitICU MED INC$0-35
-100.0%
-0.00%
BURL ExitBURLINGTON STORES INC$0-39
-100.0%
-0.00%
HUBS ExitHUBSPOT INC$0-13
-100.0%
-0.00%
ExitAMERICA MOVIL SAB DE CVspon ads rp cl b$0-300
-100.0%
-0.00%
SIX ExitSIX FLAGS ENTMT CORP NEW$0-215
-100.0%
-0.00%
VEEV ExitVEEVA SYS INC$0-24
-100.0%
-0.00%
BABA ExitALIBABA GROUP HLDG LTDsponsored ads$0-70
-100.0%
-0.00%
CAH ExitCARDINAL HEALTH INC$0-75
-100.0%
-0.00%
GLRE ExitGREENLIGHT CAPITAL RE LTDclass a$0-600
-100.0%
-0.00%
ISTB ExitISHARES TRcore 1 5 yr usd$0-142
-100.0%
-0.00%
BP ExitBP PLCsponsored adr$0-151
-100.0%
-0.00%
IJT ExitISHARES TRs&p sml 600 gwt$0-50
-100.0%
-0.00%
DRQ ExitDRIL-QUIP INC$0-170
-100.0%
-0.00%
VTRS ExitVIATRIS INC$0-558
-100.0%
-0.00%
POWW ExitAMMO INC$0-2,457
-100.0%
-0.00%
JHG ExitJANUS HENDERSON GROUP PLC$0-186
-100.0%
-0.00%
FAST ExitFASTENAL CO$0-106
-100.0%
-0.00%
BHK ExitBLACKROCK CORE BD TR$0-571
-100.0%
-0.00%
MAIN ExitMAIN STR CAP CORP$0-125
-100.0%
-0.00%
INTU ExitINTUIT$0-11
-100.0%
-0.00%
XLG ExitINVESCO EXCHANGE TRADED FD Ts&p 500 top 50$0-190
-100.0%
-0.00%
O ExitREALTY INCOME CORP$0-100
-100.0%
-0.00%
TSN ExitTYSON FOODS INCcl a$0-98
-100.0%
-0.00%
DOW ExitDOW INC$0-106
-100.0%
-0.00%
RPD ExitRAPID7 INC$0-130
-100.0%
-0.00%
PODD ExitINSULET CORP$0-30
-100.0%
-0.00%
SGDM ExitSPROTT ETF TRUSTgold miners etf$0-260
-100.0%
-0.00%
BCE ExitBCE INC$0-141
-100.0%
-0.00%
GIS ExitGENERAL MLS INC$0-79
-100.0%
-0.00%
KR ExitKROGER CO$0-111
-100.0%
-0.00%
HEI ExitHEICO CORP NEW$0-40
-100.0%
-0.00%
THS ExitTREEHOUSE FOODS INC$0-124
-100.0%
-0.00%
VRSK ExitVERISK ANALYTICS INC$0-27
-100.0%
-0.00%
ARCC ExitARES CAPITAL CORP$0-274
-100.0%
-0.00%
ExitGE HEALTHCARE TECHNOLOGIES I$0-83
-100.0%
-0.00%
NFG ExitNATIONAL FUEL GAS CO$0-142
-100.0%
-0.00%
FTEC ExitFIDELITY COVINGTON TRUSTmsci info tech i$0-63
-100.0%
-0.00%
NVO ExitNOVO-NORDISK A Sadr$0-78
-100.0%
-0.00%
FSTR ExitFOSTER L B CO$0-359
-100.0%
-0.00%
GGG ExitGRACO INC$0-115
-100.0%
-0.00%
ExitDRAFTKINGS INC NEW$0-281
-100.0%
-0.00%
FLL ExitFULL HSE RESORTS INC$0-2,000
-100.0%
-0.00%
MKTX ExitMARKETAXESS HLDGS INC$0-34
-100.0%
-0.00%
CSGP ExitCOSTAR GROUP INC$0-100
-100.0%
-0.00%
XLV ExitSELECT SECTOR SPDR TRsbi healthcare$0-64
-100.0%
-0.00%
BIO ExitBIO RAD LABS INCcl a$0-23
-100.0%
-0.00%
IXP ExitISHARES TR$0-105
-100.0%
-0.00%
CTLT ExitCATALENT INC$0-170
-100.0%
-0.00%
KWR ExitQUAKER HOUGHTON$0-44
-100.0%
-0.00%
CGNX ExitCOGNEX CORP$0-170
-100.0%
-0.00%
RMM ExitRIVERNORTH MANAGED DUR MUN I$0-500
-100.0%
-0.00%
MTUM ExitISHARES TRmsci usa mmentm$0-49
-100.0%
-0.00%
PFO ExitFLAHERTY & CRUMRINE PFD INCO$0-1,073
-100.0%
-0.00%
LUV ExitSOUTHWEST AIRLS CO$0-260
-100.0%
-0.00%
EPAM ExitEPAM SYS INC$0-30
-100.0%
-0.00%
SUI ExitSUN CMNTYS INC$0-70
-100.0%
-0.00%
STAG ExitSTAG INDL INC$0-206
-100.0%
-0.00%
MKL ExitMARKEL GROUP INC$0-5
-100.0%
-0.00%
SSNC ExitSS&C TECHNOLOGIES HLDGS INC$0-140
-100.0%
-0.00%
GLOB ExitGLOBANT S A$0-35
-100.0%
-0.00%
BSCO ExitINVESCO EXCH TRD SLF IDX FD$0-504
-100.0%
-0.01%
MDT ExitMEDTRONIC PLC$0-115
-100.0%
-0.01%
MRNA ExitMODERNA INC$0-101
-100.0%
-0.01%
FIDU ExitFIDELITY COVINGTON TRUSTmsci indl indx$0-171
-100.0%
-0.01%
PFXF ExitVANECK ETF TRUSTpreferred securt$0-521
-100.0%
-0.01%
BSCQ ExitINVESCO EXCH TRD SLF IDX FD$0-503
-100.0%
-0.01%
EIM ExitEATON VANCE MUN BD FD$0-1,000
-100.0%
-0.01%
VCSH ExitVANGUARD SCOTTSDALE FDSshrt trm corp bd$0-123
-100.0%
-0.01%
PII ExitPOLARIS INC$0-86
-100.0%
-0.01%
AMAT ExitAPPLIED MATLS INC$0-75
-100.0%
-0.01%
TJX ExitTJX COS INC NEW$0-100
-100.0%
-0.01%
PSEC ExitPROSPECT CAP CORP$0-2,018
-100.0%
-0.01%
FIVE ExitFIVE BELOW INC$0-75
-100.0%
-0.01%
BDX ExitBECTON DICKINSON & CO$0-44
-100.0%
-0.01%
FDX ExitFEDEX CORP$0-40
-100.0%
-0.01%
TAN ExitINVESCO EXCH TRADED FD TR IIsolar etf$0-239
-100.0%
-0.01%
ExitRB GLOBAL INC$0-175
-100.0%
-0.01%
EXC ExitEXELON CORP$0-289
-100.0%
-0.01%
NDSN ExitNORDSON CORP$0-55
-100.0%
-0.01%
TTC ExitTORO CO$0-135
-100.0%
-0.01%
IWR ExitISHARES TRrus mid cap etf$0-160
-100.0%
-0.01%
SUB ExitISHARES TRshrt nat mun etf$0-106
-100.0%
-0.01%
POOL ExitPOOL CORP$0-30
-100.0%
-0.01%
FDS ExitFACTSET RESH SYS INC$0-28
-100.0%
-0.01%
BSMR ExitINVESCO EXCH TRD SLF IDX FD$0-500
-100.0%
-0.01%
SCHD ExitSCHWAB STRATEGIC TRus dividend eq$0-153
-100.0%
-0.01%
ExitANNALY CAPITAL MANAGEMENT IN$0-700
-100.0%
-0.01%
FISV ExitFISERV INC$0-120
-100.0%
-0.01%
BSCP ExitINVESCO EXCH TRD SLF IDX FD$0-701
-100.0%
-0.01%
NI ExitNISOURCE INC$0-560
-100.0%
-0.01%
JBGS ExitJBG SMITH PPTYS$0-864
-100.0%
-0.01%
UE ExitURBAN EDGE PPTYS$0-864
-100.0%
-0.01%
ExitHALEON PLCspon ads$0-1,650
-100.0%
-0.01%
PRK ExitPARK NATL CORP$0-134
-100.0%
-0.01%
NEP ExitNEXTERA ENERGY PARTNERS LP$0-475
-100.0%
-0.01%
ROLL ExitRBC BEARINGS INC$0-60
-100.0%
-0.01%
BR ExitBROADRIDGE FINL SOLUTIONS IN$0-77
-100.0%
-0.01%
LAD ExitLITHIA MTRS INC$0-45
-100.0%
-0.01%
ZBRA ExitZEBRA TECHNOLOGIES CORPORATIcl a$0-56
-100.0%
-0.01%
ZROZ ExitPIMCO ETF TR25yr+ zero u s$0-205
-100.0%
-0.01%
TYL ExitTYLER TECHNOLOGIES INC$0-41
-100.0%
-0.01%
RPM ExitRPM INTL INC$0-155
-100.0%
-0.01%
COP ExitCONOCOPHILLIPS$0-123
-100.0%
-0.01%
XLU ExitSELECT SECTOR SPDR TRsbi int-utils$0-262
-100.0%
-0.01%
EXPO ExitEXPONENT INC$0-170
-100.0%
-0.01%
CSM ExitPROSHARES TRlarge cap cre$0-323
-100.0%
-0.01%
PKG ExitPACKAGING CORP AMER$0-104
-100.0%
-0.01%
CPRT ExitCOPART INC$0-396
-100.0%
-0.01%
VB ExitVANGUARD INDEX FDSsmall cp etf$0-89
-100.0%
-0.01%
WM ExitWASTE MGMT INC DEL$0-110
-100.0%
-0.01%
BSCU ExitINVESCO EXCH TRD SLF IDX FDinvsco 30 corp$0-1,041
-100.0%
-0.01%
ITW ExitILLINOIS TOOL WKS INC$0-81
-100.0%
-0.01%
LHX ExitL3HARRIS TECHNOLOGIES INC$0-107
-100.0%
-0.01%
UTG ExitREAVES UTIL INCOME FD$0-751
-100.0%
-0.01%
CAG ExitCONAGRA BRANDS INC$0-715
-100.0%
-0.01%
BAH ExitBOOZ ALLEN HAMILTON HLDG CORcl a$0-180
-100.0%
-0.01%
CHTR ExitCHARTER COMMUNICATIONS INC Ncl a$0-42
-100.0%
-0.01%
RCL ExitROYAL CARIBBEAN GROUP$0-200
-100.0%
-0.01%
EVV ExitEATON VANCE LTD DURATION INC$0-2,015
-100.0%
-0.01%
OTIS ExitOTIS WORLDWIDE CORP$0-232
-100.0%
-0.01%
STX ExitSEAGATE TECHNOLOGY HLDNGS PL$0-292
-100.0%
-0.01%
IVOL ExitKRANESHARES TRquadrtc int rt$0-920
-100.0%
-0.01%
TGT ExitTARGET CORP$0-164
-100.0%
-0.01%
SAM ExitBOSTON BEER INCcl a$0-50
-100.0%
-0.01%
DRI ExitDARDEN RESTAURANTS INC$0-136
-100.0%
-0.01%
BSCS ExitINVESCO EXCH TRD SLF IDX FDinvsco blsh 28$0-1,039
-100.0%
-0.01%
HSY ExitHERSHEY CO$0-108
-100.0%
-0.01%
ENTG ExitENTEGRIS INC$0-230
-100.0%
-0.01%
NVS ExitNOVARTIS AGsponsored adr$0-200
-100.0%
-0.01%
TRV ExitTRAVELERS COMPANIES INC$0-125
-100.0%
-0.01%
PSX ExitPHILLIPS 66$0-184
-100.0%
-0.01%
VCR ExitVANGUARD WORLD FDSconsum dis etf$0-87
-100.0%
-0.01%
IT ExitGARTNER INC$0-64
-100.0%
-0.01%
XRX ExitXEROX HOLDINGS CORP$0-1,447
-100.0%
-0.01%
WSO ExitWATSCO INC$0-63
-100.0%
-0.01%
IWP ExitISHARES TRrus md cp gr etf$0-258
-100.0%
-0.01%
D ExitDOMINION ENERGY INC$0-495
-100.0%
-0.01%
ATVI ExitACTIVISION BLIZZARD INC$0-255
-100.0%
-0.01%
SKYY ExitFIRST TR EXCHANGE TRADED FD$0-335
-100.0%
-0.01%
IUSB ExitISHARES TRcore total usd$0-582
-100.0%
-0.01%
LOW ExitLOWES COS INC$0-120
-100.0%
-0.01%
SHY ExitISHARES TR1 3 yr treas bd$0-307
-100.0%
-0.01%
ExitRBB FD INCus treasy 2 yr$0-512
-100.0%
-0.01%
VMW ExitVMWARE INC$0-150
-100.0%
-0.01%
VNQ ExitVANGUARD INDEX FDSreal estate etf$0-330
-100.0%
-0.01%
VDE ExitVANGUARD WORLD FDSenergy etf$0-216
-100.0%
-0.01%
EIS ExitISHARES INCmsci israel etf$0-500
-100.0%
-0.01%
MS ExitMORGAN STANLEY$0-318
-100.0%
-0.01%
TT ExitTRANE TECHNOLOGIES PLC$0-150
-100.0%
-0.02%
ADI ExitANALOG DEVICES INC$0-186
-100.0%
-0.02%
XEL ExitXCEL ENERGY INC$0-575
-100.0%
-0.02%
QQQ ExitINVESCO QQQ TRunit ser 1$0-92
-100.0%
-0.02%
SPG ExitSIMON PPTY GROUP INC NEW$0-305
-100.0%
-0.02%
CARR ExitCARRIER GLOBAL CORPORATION$0-590
-100.0%
-0.02%
XLC ExitSELECT SECTOR SPDR TR$0-499
-100.0%
-0.02%
ExitGENERAL ELECTRIC CO$0-313
-100.0%
-0.02%
DVN ExitDEVON ENERGY CORP NEW$0-702
-100.0%
-0.02%
SPGI ExitS&P GLOBAL INC$0-94
-100.0%
-0.02%
EQR ExitEQUITY RESIDENTIALsh ben int$0-600
-100.0%
-0.02%
LW ExitLAMB WESTON HLDGS INC$0-366
-100.0%
-0.02%
SYK ExitSTRYKER CORPORATION$0-125
-100.0%
-0.02%
VFC ExitV F CORP$0-2,017
-100.0%
-0.02%
VNO ExitVORNADO RLTY TRsh ben int$0-1,594
-100.0%
-0.02%
EVRI ExitEVERI HLDGS INC$0-2,725
-100.0%
-0.02%
IJJ ExitISHARES TRs&p mc 400vl etf$0-359
-100.0%
-0.02%
IBTE ExitISHARES TRibonds 24 trm ts$0-1,500
-100.0%
-0.02%
EMB ExitISHARES TRjpmorgan usd emg$0-440
-100.0%
-0.02%
BSCR ExitINVESCO EXCH TRD SLF IDX FD$0-2,001
-100.0%
-0.02%
AWK ExitAMERICAN WTR WKS CO INC NEW$0-313
-100.0%
-0.02%
VEA ExitVANGUARD TAX-MANAGED FDSvan ftse dev mkt$0-853
-100.0%
-0.02%
ALL ExitALLSTATE CORP$0-346
-100.0%
-0.02%
AFL ExitAFLAC INC$0-492
-100.0%
-0.02%
CL ExitCOLGATE PALMOLIVE CO$0-550
-100.0%
-0.02%
WST ExitWEST PHARMACEUTICAL SVSC INC$0-105
-100.0%
-0.02%
PDT ExitHANCOCK JOHN PREM DIVID FD$0-4,344
-100.0%
-0.02%
GM ExitGENERAL MTRS CO$0-1,290
-100.0%
-0.02%
STT ExitSTATE STR CORP$0-650
-100.0%
-0.02%
VIG ExitVANGUARD SPECIALIZED FUNDSdiv app etf$0-280
-100.0%
-0.02%
IBB ExitISHARES TRishares biotech$0-377
-100.0%
-0.02%
TXN ExitTEXAS INSTRS INC$0-301
-100.0%
-0.02%
AMT ExitAMERICAN TOWER CORP NEW$0-295
-100.0%
-0.02%
ABNB ExitAIRBNB INC$0-341
-100.0%
-0.02%
ExitGSK PLCsponsored adr$0-1,320
-100.0%
-0.02%
TLT ExitISHARES TR20 yr tr bd etf$0-527
-100.0%
-0.02%
AMP ExitAMERIPRISE FINL INC$0-153
-100.0%
-0.03%
WBA ExitWALGREENS BOOTS ALLIANCE INC$0-2,232
-100.0%
-0.03%
MSEX ExitMIDDLESEX WTR CO$0-734
-100.0%
-0.03%
IWO ExitISHARES TRrus 2000 grw etf$0-224
-100.0%
-0.03%
MO ExitALTRIA GROUP INC$0-1,215
-100.0%
-0.03%
PNC ExitPNC FINL SVCS GROUP INC$0-425
-100.0%
-0.03%
CCI ExitCROWN CASTLE INC$0-557
-100.0%
-0.03%
CI ExitTHE CIGNA GROUP$0-189
-100.0%
-0.03%
CRM ExitSALESFORCE INC$0-268
-100.0%
-0.03%
PXD ExitPIONEER NAT RES CO$0-242
-100.0%
-0.03%
USB ExitUS BANCORP DEL$0-1,717
-100.0%
-0.03%
SO ExitSOUTHERN CO$0-881
-100.0%
-0.03%
FDN ExitFIRST TR EXCHANGE-TRADED FDdj internt idx$0-360
-100.0%
-0.03%
NOW ExitSERVICENOW INC$0-107
-100.0%
-0.03%
ExitRIVIAN AUTOMOTIVE INC$0-2,402
-100.0%
-0.03%
ROK ExitROCKWELL AUTOMATION INC$0-213
-100.0%
-0.03%
CVS ExitCVS HEALTH CORP$0-905
-100.0%
-0.03%
RNR ExitRENAISSANCERE HLDGS LTD$0-322
-100.0%
-0.03%
K ExitKELLANOVA$0-1,100
-100.0%
-0.03%
TROW ExitPRICE T ROWE GROUP INC$0-610
-100.0%
-0.03%
OXY ExitOCCIDENTAL PETE CORP$0-1,000
-100.0%
-0.03%
IWY ExitISHARES TRrus tp200 gr etf$0-418
-100.0%
-0.03%
KLAC ExitKLA CORP$0-140
-100.0%
-0.03%
XLK ExitSELECT SECTOR SPDR TRtechnology$0-396
-100.0%
-0.03%
ADM ExitARCHER DANIELS MIDLAND CO$0-893
-100.0%
-0.04%
GILD ExitGILEAD SCIENCES INC$0-879
-100.0%
-0.04%
PAYX ExitPAYCHEX INC$0-595
-100.0%
-0.04%
MDLZ ExitMONDELEZ INTL INCcl a$0-1,081
-100.0%
-0.04%
GLD ExitSPDR GOLD TR$0-430
-100.0%
-0.04%
IWF ExitISHARES TRrus 1000 grw etf$0-281
-100.0%
-0.04%
LULU ExitLULULEMON ATHLETICA INC$0-200
-100.0%
-0.04%
ACWX ExitISHARES TRmsci acwi ex us$0-1,650
-100.0%
-0.04%
CNC ExitCENTENE CORP DEL$0-1,146
-100.0%
-0.04%
XLY ExitSELECT SECTOR SPDR TRsbi cons discr$0-484
-100.0%
-0.04%
FNCL ExitFIDELITY COVINGTON TRUSTmsci finls idx$0-1,730
-100.0%
-0.04%
TMUS ExitT-MOBILE US INC$0-588
-100.0%
-0.04%
PM ExitPHILIP MORRIS INTL INC$0-900
-100.0%
-0.04%
ExitSHELL PLCspon ads$0-1,300
-100.0%
-0.04%
VGT ExitVANGUARD WORLD FDSinf tech etf$0-201
-100.0%
-0.04%
SPSM ExitSPDR SER TRportfolio s&p600$0-2,341
-100.0%
-0.04%
IXUS ExitISHARES TRcore msci total$0-1,441
-100.0%
-0.04%
OLLI ExitOLLIES BARGAIN OUTLET HLDGS$0-1,128
-100.0%
-0.05%
IVW ExitISHARES TRs&p 500 grwt etf$0-1,301
-100.0%
-0.05%
HON ExitHONEYWELL INTL INC$0-485
-100.0%
-0.05%
ATRO ExitASTRONICS CORP$0-5,700
-100.0%
-0.05%
ES ExitEVERSOURCE ENERGY$0-1,527
-100.0%
-0.05%
IBM ExitINTERNATIONAL BUSINESS MACHS$0-647
-100.0%
-0.05%
PLOW ExitDOUGLAS DYNAMICS INC$0-3,114
-100.0%
-0.05%
DE ExitDEERE & CO$0-248
-100.0%
-0.05%
GD ExitGENERAL DYNAMICS CORP$0-450
-100.0%
-0.05%
EMR ExitEMERSON ELEC CO$0-1,030
-100.0%
-0.05%
AEP ExitAMERICAN ELEC PWR CO INC$0-1,338
-100.0%
-0.05%
IJH ExitISHARES TRcore s&p mcp etf$0-414
-100.0%
-0.05%
CNI ExitCANADIAN NATL RY CO$0-950
-100.0%
-0.05%
NFLX ExitNETFLIX INC$0-277
-100.0%
-0.06%
KMB ExitKIMBERLY-CLARK CORP$0-881
-100.0%
-0.06%
CB ExitCHUBB LIMITED$0-521
-100.0%
-0.06%
CLX ExitCLOROX CO DEL$0-826
-100.0%
-0.06%
APD ExitAIR PRODS & CHEMS INC$0-382
-100.0%
-0.06%
C ExitCITIGROUP INC$0-2,672
-100.0%
-0.06%
NEE ExitNEXTERA ENERGY INC$0-2,002
-100.0%
-0.06%
VZ ExitVERIZON COMMUNICATIONS INC$0-3,583
-100.0%
-0.06%
GPC ExitGENUINE PARTS CO$0-807
-100.0%
-0.06%
CAT ExitCATERPILLAR INC$0-460
-100.0%
-0.07%
IJR ExitISHARES TRcore s&p scp etf$0-1,355
-100.0%
-0.07%
DGRO ExitISHARES TRcore div grwth$0-2,579
-100.0%
-0.07%
FLOT ExitISHARES TRfltg rate nt etf$0-2,531
-100.0%
-0.07%
AXP ExitAMERICAN EXPRESS CO$0-884
-100.0%
-0.07%
OEF ExitISHARES TRs&p 100 etf$0-660
-100.0%
-0.07%
UNM ExitUNUM GROUP$0-2,709
-100.0%
-0.07%
UL ExitUNILEVER PLCspon adr new$0-2,716
-100.0%
-0.07%
HPQ ExitHP INC$0-5,191
-100.0%
-0.07%
SMCI ExitSUPER MICRO COMPUTER INC$0-500
-100.0%
-0.07%
VT ExitVANGUARD INTL EQUITY INDEX Ftt wrld st etf$0-1,500
-100.0%
-0.07%
PLD ExitPROLOGIS INC.$0-1,363
-100.0%
-0.08%
SRE ExitSEMPRA$0-2,279
-100.0%
-0.08%
IWD ExitISHARES TRrus 1000 val etf$0-1,057
-100.0%
-0.08%
IAU ExitISHARES GOLD TRishares new$0-5,000
-100.0%
-0.09%
SCHO ExitSCHWAB STRATEGIC TRsht tm us tres$0-3,678
-100.0%
-0.09%
IJK ExitISHARES TRs&p mc 400gr etf$0-2,489
-100.0%
-0.09%
ExitLINDE PLC$0-483
-100.0%
-0.09%
NSC ExitNORFOLK SOUTHN CORP$0-923
-100.0%
-0.10%
UPS ExitUNITED PARCEL SERVICE INCcl b$0-1,169
-100.0%
-0.10%
IWM ExitISHARES TRrussell 2000 etf$0-1,045
-100.0%
-0.10%
AGG ExitISHARES TRcore us aggbd et$0-2,005
-100.0%
-0.10%
MKC ExitMCCORMICK & CO INC$0-2,514
-100.0%
-0.10%
AMD ExitADVANCED MICRO DEVICES INC$0-2,000
-100.0%
-0.11%
IVE ExitISHARES TRs&p 500 val etf$0-1,355
-100.0%
-0.11%
BMY ExitBRISTOL-MYERS SQUIBB CO$0-3,914
-100.0%
-0.12%
ED ExitCONSOLIDATED EDISON INC$0-2,650
-100.0%
-0.12%
SGOL ExitABRDN GOLD ETF TRUST$0-13,033
-100.0%
-0.12%
ACN ExitACCENTURE PLC IRELAND$0-784
-100.0%
-0.13%
DHR ExitDANAHER CORPORATION$0-999
-100.0%
-0.13%
DUK ExitDUKE ENERGY CORP NEW$0-2,841
-100.0%
-0.13%
IUSG ExitISHARES TRcore s&p us gwt$0-2,663
-100.0%
-0.13%
RTX ExitRTX CORPORATION$0-3,614
-100.0%
-0.14%
VTI ExitVANGUARD INDEX FDStotal stk mkt$0-1,216
-100.0%
-0.14%
SPGP ExitINVESCO EXCHANGE TRADED FD Ts&p 500 garp etf$0-2,875
-100.0%
-0.14%
T ExitAT&T INC$0-18,155
-100.0%
-0.14%
AGL ExitAGILON HEALTH INC$0-15,442
-100.0%
-0.14%
ITOT ExitISHARES TRcore s&p ttl stk$0-3,038
-100.0%
-0.15%
GLTR ExitABRDN PRECIOUS METALS BASKETphyscl precs met$0-3,438
-100.0%
-0.15%
HYG ExitISHARES TRiboxx hi yd etf$0-3,956
-100.0%
-0.15%
CSX ExitCSX CORP$0-9,860
-100.0%
-0.16%
BRKB ExitBERKSHIRE HATHAWAY INC DELcl b new$0-905
-100.0%
-0.17%
VOO ExitVANGUARD INDEX FDS$0-815
-100.0%
-0.17%
AMGN ExitAMGEN INC$0-1,261
-100.0%
-0.18%
WFC ExitWELLS FARGO CO NEW$0-9,136
-100.0%
-0.20%
TSLA ExitTESLA INC$0-1,515
-100.0%
-0.20%
AJG ExitGALLAGHER ARTHUR J & CO$0-1,780
-100.0%
-0.21%
SYY ExitSYSCO CORP$0-6,244
-100.0%
-0.22%
MCHP ExitMICROCHIP TECHNOLOGY INC.$0-5,566
-100.0%
-0.23%
GLW ExitCORNING INC$0-15,366
-100.0%
-0.25%
ETN ExitEATON CORP PLC$0-2,216
-100.0%
-0.25%
SHV ExitISHARES TRshort treas bd$0-4,947
-100.0%
-0.29%
MTB ExitM & T BK CORP$0-4,339
-100.0%
-0.29%
FB ExitMETA PLATFORMS INCcl a$0-2,070
-100.0%
-0.33%
GOOG ExitALPHABET INCcap stk cl c$0-5,702
-100.0%
-0.39%
COST ExitCOSTCO WHSL CORP NEW$0-1,392
-100.0%
-0.41%
LMT ExitLOCKHEED MARTIN CORP$0-1,939
-100.0%
-0.42%
CVX ExitCHEVRON CORP NEW$0-4,749
-100.0%
-0.42%
VYM ExitVANGUARD WHITEHALL FDShigh div yld$0-8,369
-100.0%
-0.45%
NKE ExitNIKE INCcl b$0-9,313
-100.0%
-0.47%
BLK ExitBLACKROCK INC$0-1,381
-100.0%
-0.47%
ADP ExitAUTOMATIC DATA PROCESSING IN$0-3,990
-100.0%
-0.50%
UNP ExitUNION PAC CORP$0-4,724
-100.0%
-0.50%
BAC ExitBANK AMERICA CORP$0-35,131
-100.0%
-0.50%
CMCSA ExitCOMCAST CORP NEWcl a$0-22,607
-100.0%
-0.53%
DIS ExitDISNEY WALT CO$0-13,759
-100.0%
-0.58%
TMO ExitTHERMO FISHER SCIENTIFIC INC$0-2,239
-100.0%
-0.60%
BKNG ExitBOOKING HOLDINGS INC$0-393
-100.0%
-0.64%
KO ExitCOCA COLA CO$0-24,957
-100.0%
-0.73%
ABT ExitABBOTT LABS$0-14,761
-100.0%
-0.75%
AVGO ExitBROADCOM INC$0-1,890
-100.0%
-0.82%
VBR ExitVANGUARD INDEX FDSsm cp val etf$0-10,048
-100.0%
-0.84%
LLY ExitELI LILLY & CO$0-3,101
-100.0%
-0.87%
MRK ExitMERCK & CO INC$0-16,340
-100.0%
-0.88%
CSCO ExitCISCO SYS INC$0-34,285
-100.0%
-0.97%
PFE ExitPFIZER INC$0-56,423
-100.0%
-0.98%
MCD ExitMCDONALDS CORP$0-7,232
-100.0%
-1.00%
ADBE ExitADOBE INC$0-3,756
-100.0%
-1.00%
PEP ExitPEPSICO INC$0-11,735
-100.0%
-1.04%
MA ExitMASTERCARD INCORPORATEDcl a$0-5,084
-100.0%
-1.06%
MOGA ExitMOOG INCcl a$0-18,759
-100.0%
-1.11%
XOM ExitEXXON MOBIL CORP$0-20,521
-100.0%
-1.27%
WMT ExitWALMART INC$0-17,592
-100.0%
-1.48%
HD ExitHOME DEPOT INC$0-10,762
-100.0%
-1.71%
ORCL ExitORACLE CORP$0-32,309
-100.0%
-1.80%
IVV ExitISHARES TRcore s&p500 etf$0-8,421
-100.0%
-1.90%
JNJ ExitJOHNSON & JOHNSON$0-23,791
-100.0%
-1.94%
V ExitVISA INC$0-17,034
-100.0%
-2.06%
UNH ExitUNITEDHEALTH GROUP INC$0-8,230
-100.0%
-2.18%
JPM ExitJPMORGAN CHASE & CO$0-29,247
-100.0%
-2.23%
ABBV ExitABBVIE INC$0-29,131
-100.0%
-2.28%
MOGB ExitMOOG INCcl b$0-60,114
-100.0%
-3.56%
PG ExitPROCTER AND GAMBLE CO$0-56,166
-100.0%
-4.30%
SPY ExitSPDR S&P 500 ETF TRtr unit$0-20,837
-100.0%
-4.67%
AMZN ExitAMAZON COM INC$0-72,625
-100.0%
-4.84%
GOOGL ExitALPHABET INCcap stk cl a$0-78,192
-100.0%
-5.37%
MSFT ExitMICROSOFT CORP$0-43,891
-100.0%
-7.27%
NVDA ExitNVIDIA CORPORATION$0-35,978
-100.0%
-8.21%
AAPL ExitAPPLE INC$0-138,036
-100.0%
-12.40%
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC23Q3 202313.5%
AMAZON COM INC23Q3 20238.3%
SPDR S&P 500 ETF TR23Q3 20238.9%
MICROSOFT CORP23Q3 20237.5%
Alphabet Inc Class A23Q3 20235.4%
NVIDIA CORPORATION23Q3 20239.3%
JPMORGAN CHASE & CO23Q3 20233.7%
VERIZON COMMUNICATIONS INC23Q3 20234.5%
ABBVIE INC23Q3 20232.9%
JOHNSON & JOHNSON23Q3 20232.5%

View West Branch Capital LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-24
13F-HR2024-01-19
13F-HR2023-10-20
13F-HR2023-08-07
13F-HR2023-04-20
13F-HR2023-01-27
13F-HR2022-10-19
13F-HR2022-07-28
13F-HR2022-05-03
13F-HR2022-01-24

View West Branch Capital LLC's complete filings history.

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