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CIK: 0001738723
Total reported value
$441.7M
$441.7M
546 檔
29.4%
In Q4 2024, West Branch Capital LLC's U.S. equity holdings reached a combined market value of $441.7M, distributed across 546 disclosed stock positions.
West Branch Capital LLC executed strategic sector rebalancing during Q4 2024, establishing 14 new positions while fully exiting 15 holdings and trimming 56 positions.
Showing top 200 holdings (of 546 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.36% | +0.99% | +1.31% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.60% | +0.95% | +1.09% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.31% | +1.61% | +1.77% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.95% | +0.13% | +2.80% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.26% | -0.51% | +2.71% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.06% | -0.08% | +3.23% | |
| 7 | MOG-B | Moog Inc-class B | Stock-Other | 3.74% | -0.69% | — | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.24% | -0.07% | +2.66% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.52% | -0.03% | +2.15% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.06% | -0.25% | +9.82% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.05% | +0.05% | +4.26% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.01% | -0.19% | +4.54% | |
| 13 | ORCL | Oracle CORP | Stock-Tech | 1.99% | -0.10% | +3.81% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.80% | -0.15% | +1.47% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.02% | +0.50% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.63% | +0.02% | -2.96% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.60% | -0.24% | +5.63% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | +0.47% | +33.68% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | -0.14% | +13.56% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.16% | +0.08% | +10.95% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.09% | +0.03% | -5.45% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.05% | -1.34% | EXIT | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | -0.16% | +58.88% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.92% | -0.06% | +13.22% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.88% | -0.02% | +0.50% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | -0.14% | +10.70% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.77% | -0.01% | +6.51% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.02% | +64.18% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.73% | -0.04% | +17.63% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.71% | +0.06% | +15.61% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.69% | +0.08% | +9.89% | |
| 32 | ADBE | Adobe Inc | Stock-Tech | 0.65% | — | +2.67% | |
| 33 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | -0.01% | — | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | — | +46.72% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | +0.01% | +1.71% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.55% | -0.03% | -0.95% | |
| 37 | MOG-A | Moog Inc-class A | Stock-Other | 0.51% | -0.09% | -7.96% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.45% | -0.02% | +59.54% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.45% | +0.01% | -1.45% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.45% | +0.20% | +18.48% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.03% | +1.78% | |
| 42 | BLK | Blackrock Inc | Stock-Financials | 0.41% | +0.01% | — | |
| 43 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.40% | -0.01% | +53.73% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.39% | — | +56.74% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.39% | -0.08% | +53.35% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.35% | — | +0.38% | |
| 47 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.31% | -0.01% | +4.07% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | — | -2.79% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.28% | -0.01% | +23.97% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | — | -2.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | +2.80% | Add |
| 2 | AVGO | Broadcom Inc | +0.5% | +9.82% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | +58.88% | Add |
| 4 | BLK | Blackrock Inc | +0.4% | NEW | New buy |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +2.71% | Add |
| 6 | NVDA | Nvidia CORP | +0.3% | +1.09% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.3% | +33.68% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +64.18% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | +46.72% | Add |
| 10 | V | Visa Inc-class A Shares | +0.2% | +4.26% | Add |
| 11 | CRM | Salesforce Inc | +0.2% | +59.54% | Add |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +2.15% | Add |
| 13 | WFC | Wells Fargo & Co | +0.2% | +53.35% | Add |
| 14 | WMT | Walmart Inc | +0.2% | +4.54% | Add |
| 15 | TMUS | T-mobile US Inc | +0.1% | +53.73% | Add |
| 16 | BAC | Bank Of America CORP | +0.1% | +17.63% | Add |
| 17 | ACN | Accenture plc | +0.1% | +56.74% | Add |
| 18 | NOW | Servicenow Inc | +0.1% | +286.11% | Add |
| 19 | MA | Mastercard Inc - A | +0.1% | +10.95% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +10.70% | Add |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +151.91% | Add |
| 22 | AXP | American Express Co | +0.1% | +96.84% | Add |
| 23 | RDDT | Reddit Inc-cl A | +0.1% | NEW | New buy |
| 24 | AAPL | Apple Inc | +0.1% | +1.31% | Add |
| 25 | BKNG | Booking Holdings Inc | 0% | — | Unchanged |
| 26 | MS | Morgan Stanley | 0% | +300.93% | Add |
| 27 | CVX | Chevron CORP | 0% | +18.48% | Add |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +1.78% | Add |
| 29 | FLRG | Fidelity US Multifactor ETF | 0% | NEW | New buy |
| 30 | DIS | Walt Disney Co/the | 0% | +16550.00% | Add |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +916.07% | Add |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 0% | +0.49% | Add |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | NEW | New buy |
| 34 | AS | Amer Sports, Inc. | 0% | +14285.71% | Add |
| 35 | VST | Vistra CORP | 0% | NEW | New buy |
| 36 | LULU | Lululemon Athletica Inc | 0% | -5.44% | Trim |
| 37 | CEG | Constellation Energy | 0% | +9000.00% | Add |
| 38 | PSA | Public Storage | 0% | NEW | New buy |
| 39 | XRMMX | Rvrnrth Mgd Dur Muni Inc | 0% | +200.00% | Add |
| 40 | AMP | Ameriprise Financial Inc | 0% | — | Unchanged |
| 41 | NI | Nisource Inc | 0% | +50.00% | Add |
| 42 | LIN | Linde plc | — | +23.97% | Add |
| 43 | ADP | Automatic Data Processing | — | +0.38% | Add |
| 44 | SCHG | Schwab US Large-cap Growth | — | +300.23% | Add |
| 45 | UNM | Unum Group | — | — | Unchanged |
| 46 | GM | General Motors Co | — | -8.75% | Trim |
| 47 | IUSG | Ishares Core S&p U.s. Growth | — | +0.16% | Add |
| 48 | RCL | Royal Caribbean Cruises Ltd. | — | — | Unchanged |
| 49 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 50 | TLT | Ishares 20+ Year Treasury Bd | — | +94.86% | Add |
According to official SEC Form 13F filings, West Branch Capital LLC reported a total U.S. public equity portfolio value of $441.7M across 546 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, MSFT) accounted for 29.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $1.3M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.2M
During Q4 2024, West Branch Capital LLC's top holdings by market value included AAPL (12.4%)、NVDA (10.6%)、MSFT (7.3%). The largest single position, AAPL, represented 12.4% of total portfolio value.
In Q4 2024, West Branch Capital LLC made 159 total portfolio adjustments, initiating 14 new buys, adding to 74 positions, trimming 56 holdings, and fully liquidating 15 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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