West Branch Capital LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$299.7B
Holdings
530
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (530 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 154,884 | $34.4B | 11.48% | |
| 2 | NVDANVIDIA CORPORATION | 221,610 | $24.0B | 8.01% | |
| 3 | MSFTMICROSOFT CORP | 55,674 | $20.9B | 6.97% | |
| 4 | AMZNAMAZON COM INC | 87,208 | $16.6B | 5.54% | |
| 5 | SPYSPDR S&P 500 ETF TR | 28,126 | $15.7B | 5.25% | |
| 6 | GOOGLALPHABET INC | 89,742 | $13.9B | 4.63% | |
| 7 | PGPROCTER AND GAMBLE CO | 62,480 | $10.6B | 3.55% | |
| 8 | MOG/BMOOG INC | 60,114 | $10.3B | 3.44% | |
| 9 | JPMJPMORGAN CHASE & CO. | 34,102 | $8.4B | 2.79% | |
| 10 | VVISA INC | 20,974 | $7.4B | 2.45% | |
| 11 | WMTWALMART INC | 73,239 | $6.4B | 2.15% | |
| 12 | ABBVABBVIE INC | 29,368 | $6.2B | 2.05% | |
| 13 | UNHUNITEDHEALTH GROUP INC | 11,689 | $6.1B | 2.04% | |
| 14 | METAMETA PLATFORMS INC | 10,095 | $5.8B | 1.94% | |
| 15 | ORCLORACLE CORP | 39,582 | $5.5B | 1.85% | |
| 16 | IVVISHARES TR | 9,377 | $5.3B | 1.76% | |
| 17 | AVGOBROADCOM INC | 30,692 | $5.1B | 1.71% | |
| 18 | HDHOME DEPOT INC | 13,444 | $4.9B | 1.64% | |
| 19 | LLYELI LILLY & CO | 5,735 | $4.7B | 1.58% | |
| 20 | JNJJOHNSON & JOHNSON | 25,400 | $4.2B | 1.41% | |
| 21 | MAMASTERCARD INCORPORATED | 7,669 | $4.2B | 1.40% | |
| 22 | XOMEXXON MOBIL CORP | 34,717 | $4.1B | 1.38% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 6,842 | $3.6B | 1.22% | |
| 24 | MCDMCDONALDS CORP | 10,693 | $3.3B | 1.11% | |
| 25 | COSTCOSTCO WHSL CORP NEW | 3,432 | $3.2B | 1.08% | |
| 26 | CSCOCISCO SYS INC | 48,444 | $3.0B | 1.00% | |
| 27 | KOCOCA COLA CO | 40,935 | $2.9B | 0.98% | |
| 28 | BACBANK AMERICA CORP | 59,491 | $2.5B | 0.83% | |
| 29 | ABTABBOTT LABS | 17,677 | $2.3B | 0.78% | |
| 30 | PEPPEPSICO INC | 15,561 | $2.3B | 0.78% | |
| 31 | NFLXNETFLIX INC | 2,501 | $2.3B | 0.78% | |
| 32 | TSLATESLA INC | 8,883 | $2.3B | 0.77% | |
| 33 | MRKMERCK & CO INC | 25,016 | $2.2B | 0.75% | |
| 34 | CVXCHEVRON CORP NEW | 12,653 | $2.1B | 0.71% | |
| 35 | TMUST-MOBILE US INC | 7,293 | $1.9B | 0.65% | |
| 36 | BKNGBOOKING HOLDINGS INC | 367 | $1.7B | 0.56% | |
| 37 | WFCWELLS FARGO CO NEW | 22,091 | $1.6B | 0.53% | |
| 38 | CRMSALESFORCE INC | 5,871 | $1.6B | 0.53% | |
| 39 | VBRVANGUARD INDEX FDS | 8,044 | $1.5B | 0.50% | |
| 40 | TMOTHERMO FISHER SCIENTIFIC INC | 3,008 | $1.5B | 0.50% | |
| 41 | ACNACCENTURE PLC IRELAND | 4,418 | $1.4B | 0.46% | |
| 42 | LINLINDE PLC | 2,955 | $1.4B | 0.46% | |
| 43 | MOG/AMOOG INC | 7,792 | $1.4B | 0.45% | |
| 44 | BLKBLACKROCK INC | 1,224 | $1.2B | 0.39% | |
| 45 | ADPAUTOMATIC DATA PROCESSING IN | 3,687 | $1.1B | 0.38% | |
| 46 | GOOGALPHABET INC | 7,196 | $1.1B | 0.38% | |
| 47 | IBMINTERNATIONAL BUSINESS MACHS | 4,426 | $1.1B | 0.37% | |
| 48 | UNPUNION PAC CORP | 3,619 | $854.9M | 0.29% | |
| 49 | MTBM & T BK CORP | 4,150 | $741.8M | 0.25% | |
| 50 | GEGE AEROSPACE | 3,419 | $684.3M | 0.23% | |
| 51 | VYMVANGUARD WHITEHALL FDS | 5,205 | $671.3M | 0.22% | |
| 52 | LMTLOCKHEED MARTIN CORP | 1,267 | $566.0M | 0.19% | |
| 53 | SCHGSCHWAB STRATEGIC TR | 21,340 | $534.3M | 0.18% | |
| 54 | 4I1PHILIP MORRIS INTL INC | 3,265 | $518.3M | 0.17% | |
| 55 | GILDGILEAD SCIENCES INC | 4,113 | $460.9M | 0.15% | |
| 56 | AMGNAMGEN INC | 1,392 | $433.7M | 0.14% | |
| 57 | HYGISHARES TR | 4,978 | $392.7M | 0.13% | |
| 58 | GLWCORNING INC | 8,577 | $392.7M | 0.13% | |
| 59 | IAU*ISHARES GOLD TR | 6,630 | $390.9M | 0.13% | |
| 60 | ITOTISHARES TR | 3,172 | $387.0M | 0.13% | |
| 61 | GLTRABRDN PRECIOUS METALS BASKET | 2,965 | $383.9M | 0.13% | |
| 62 | AGGISHARES TR | 3,443 | $340.6M | 0.11% | |
| 63 | ISRGINTUITIVE SURGICAL INC | 685 | $339.3M | 0.11% | |
| 64 | SGOLETFS GOLD TR | 11,253 | $335.6M | 0.11% | |
| 65 | VIGVANGUARD SPECIALIZED FUNDS | 1,664 | $322.7M | 0.11% | |
| 66 | IUSGISHARES TR | 2,509 | $318.9M | 0.11% | |
| 67 | VTIVANGUARD INDEX FDS | 1,153 | $316.9M | 0.11% | |
| 68 | CSXCSX CORP | 10,407 | $306.3M | 0.10% | |
| 69 | RTXRTX CORPORATION | 2,310 | $305.9M | 0.10% | |
| 70 | ETNEATON CORP PLC | 1,121 | $304.7M | 0.10% | |
| 71 | VOOVANGUARD INDEX FDS | 542 | $278.7M | 0.09% | |
| 72 | IVEISHARES TR | 1,355 | $258.2M | 0.09% | |
| 73 | GMGENERAL MTRS CO | 5,450 | $256.3M | 0.09% | |
| 74 | SPGPINVESCO EXCHANGE TRADED FD T | 2,503 | $250.0M | 0.08% | |
| 75 | AJGGALLAGHER ARTHUR J & CO | 722 | $249.3M | 0.08% | |
| 76 | DUKDUKE ENERGY CORP NEW | 1,978 | $241.3M | 0.08% | |
| 77 | AXPAMERICAN EXPRESS CO | 889 | $239.2M | 0.08% | |
| 78 | UNMUNUM GROUP | 2,709 | $220.7M | 0.07% | |
| 79 | SHVISHARES TR | 1,982 | $218.9M | 0.07% | |
| 80 | QCOMQUALCOMM INC | 1,400 | $215.1M | 0.07% | |
| 81 | IWFISHARES TR | 538 | $194.3M | 0.06% | |
| 82 | SYYSYSCO CORP | 2,383 | $178.8M | 0.06% | |
| 83 | EDCONSOLIDATED EDISON INC | 1,600 | $176.9M | 0.06% | |
| 84 | IWDISHARES TR | 940 | $176.9M | 0.06% | |
| 85 | BMYBRISTOL-MYERS SQUIBB CO | 2,863 | $174.6M | 0.06% | |
| 86 | TAT&T INC | 6,041 | $170.8M | 0.06% | |
| 87 | BABOEING CO | 1,000 | $170.6M | 0.06% | |
| 88 | BACVERIZON COMMUNICATIONS INC | 3,743 | $169.8M | 0.06% | |
| 89 | PLTRPALANTIR TECHNOLOGIES INC | 2,007 | $169.4M | 0.06% | |
| 90 | ACWXISHARES TR | 3,050 | $169.1M | 0.06% | |
| 91 | DGROISHARES TR | 2,692 | $166.3M | 0.06% | |
| 92 | OEFISHARES TR | 613 | $166.1M | 0.06% | |
| 93 | MCHPMICROCHIP TECHNOLOGY INC. | 3,414 | $165.3M | 0.06% | |
| 94 | BUGGLOBAL X FDS | 5,000 | $161.7M | 0.05% | |
| 95 | ADBEADOBE INC | 367 | $140.8M | 0.05% | |
| 96 | PLDPROLOGIS INC. | 1,249 | $139.6M | 0.05% | |
| 97 | ATROASTRONICS CORP | 5,700 | $137.8M | 0.05% | |
| 98 | NSCNORFOLK SOUTHN CORP | 571 | $135.1M | 0.05% | |
| 99 | SANBANCO SANTANDER S.A. | 20,037 | $134.3M | 0.04% | |
| 100 | CATCATERPILLAR INC | 405 | $133.6M | 0.04% |
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