West Branch Capital LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$299.7M
Holdings
530
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (530 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $34.4M |
NVDANVIDIA CORPORATION | $24.0M |
MSFTMICROSOFT CORP | $20.9M |
AMZNAMAZON COM INC | $16.6M |
SPYSPDR S&P 500 ETF TR | $15.7M |
GOOGLALPHABET INC | $13.9M |
PGPROCTER AND GAMBLE CO | $10.6M |
MOG/BMOOG INC | $10.3M |
JPMJPMORGAN CHASE & CO. | $8.4M |
VVISA INC | $7.4M |
WMTWALMART INC | $6.4M |
ABBVABBVIE INC | $6.2M |
UNHUNITEDHEALTH GROUP INC | $6.1M |
METAMETA PLATFORMS INC | $5.8M |
ORCLORACLE CORP | $5.5M |
IVVISHARES TR | $5.3M |
AVGOBROADCOM INC | $5.1M |
HDHOME DEPOT INC | $4.9M |
LLYELI LILLY & CO | $4.7M |
JNJJOHNSON & JOHNSON | $4.2M |
MAMASTERCARD INCORPORATED | $4.2M |
XOMEXXON MOBIL CORP | $4.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.6M |
MCDMCDONALDS CORP | $3.3M |
COSTCOSTCO WHSL CORP NEW | $3.2M |
CSCOCISCO SYS INC | $3.0M |
KOCOCA COLA CO | $2.9M |
BACBANK AMERICA CORP | $2.5M |
ABTABBOTT LABS | $2.3M |
PEPPEPSICO INC | $2.3M |
NFLXNETFLIX INC | $2.3M |
TSLATESLA INC | $2.3M |
MRKMERCK & CO INC | $2.2M |
CVXCHEVRON CORP NEW | $2.1M |
TMUST-MOBILE US INC | $1.9M |
BKNGBOOKING HOLDINGS INC | $1.7M |
WFCWELLS FARGO CO NEW | $1.6M |
CRMSALESFORCE INC | $1.6M |
VBRVANGUARD INDEX FDS | $1.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.5M |
ACNACCENTURE PLC IRELAND | $1.4M |
LINLINDE PLC | $1.4M |
MOG/AMOOG INC | $1.4M |
BLKBLACKROCK INC | $1.2M |
ADPAUTOMATIC DATA PROCESSING IN | $1.1M |
GOOGALPHABET INC | $1.1M |
IBMINTERNATIONAL BUSINESS MACHS | $1.1M |
UNPUNION PAC CORP | $855K |
MTBM & T BK CORP | $742K |
GEGE AEROSPACE | $684K |
VYMVANGUARD WHITEHALL FDS | $671K |
LMTLOCKHEED MARTIN CORP | $566K |
SCHGSCHWAB STRATEGIC TR | $534K |
4I1PHILIP MORRIS INTL INC | $518K |
GILDGILEAD SCIENCES INC | $461K |
AMGNAMGEN INC | $434K |
HYGISHARES TR | $393K |
GLWCORNING INC | $393K |
IAU*ISHARES GOLD TR | $391K |
ITOTISHARES TR | $387K |
GLTRABRDN PRECIOUS METALS BASKET | $384K |
AGGISHARES TR | $341K |
ISRGINTUITIVE SURGICAL INC | $339K |
SGOLETFS GOLD TR | $336K |
VIGVANGUARD SPECIALIZED FUNDS | $323K |
IUSGISHARES TR | $319K |
VTIVANGUARD INDEX FDS | $317K |
CSXCSX CORP | $306K |
RTXRTX CORPORATION | $306K |
ETNEATON CORP PLC | $305K |
VOOVANGUARD INDEX FDS | $279K |
IVEISHARES TR | $258K |
GMGENERAL MTRS CO | $256K |
SPGPINVESCO EXCHANGE TRADED FD T | $250K |
AJGGALLAGHER ARTHUR J & CO | $249K |
DUKDUKE ENERGY CORP NEW | $241K |
AXPAMERICAN EXPRESS CO | $239K |
UNMUNUM GROUP | $221K |
SHVISHARES TR | $219K |
QCOMQUALCOMM INC | $215K |
IWFISHARES TR | $194K |
SYYSYSCO CORP | $179K |
EDCONSOLIDATED EDISON INC | $177K |
IWDISHARES TR | $177K |
BMYBRISTOL-MYERS SQUIBB CO | $175K |
TAT&T INC | $171K |
BABOEING CO | $171K |
BACVERIZON COMMUNICATIONS INC | $170K |
PLTRPALANTIR TECHNOLOGIES INC | $169K |
ACWXISHARES TR | $169K |
DGROISHARES TR | $166K |
OEFISHARES TR | $166K |
MCHPMICROCHIP TECHNOLOGY INC. | $165K |
BUGGLOBAL X FDS | $162K |
ADBEADOBE INC | $141K |
PLDPROLOGIS INC. | $140K |
ATROASTRONICS CORP | $138K |
NSCNORFOLK SOUTHN CORP | $135K |
SANBANCO SANTANDER S.A. | $134K |
CATCATERPILLAR INC | $134K |
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