HoldingsChannel.com
| Entity | Amount | Change
06/30/2024 to 09/30/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
152,742 | +598 | $35,589 |
| AAPL | 152,742 | +598 | $35,589 |
| NVIDIA CORPORATION |
244,864 | -5,776 | $29,736 |
| NVDA | 244,864 | -5,776 | $29,736 |
| MICROSOFT CORP |
53,409 | +234 | $22,982 |
| MSFT | 53,409 | +234 | $22,982 |
| AMAZON COM INC |
82,769 | +4,243 | $15,422 |
| AMZN | 82,769 | +4,243 | $15,422 |
| SPDR S&P 500 ETF TR (SPY) |
26,241 | +3,513 | $15,056 |
| SPY | 26,241 | +3,513 | $15,056 |
| ALPHABET INC |
84,752 | +1,161 | $14,056 |
| GOOGL | 84,752 | +1,161 | $14,056 |
 MOOG INC |
$13,823 | ||
| MOG.B | 60,114 | UNCH | $12,046 |
| MOG.A | 8,798 | -85 | $1,777 |
| PROCTER AND GAMBLE CO |
58,959 | +588 | $10,212 |
| PG | 58,959 | +588 | $10,212 |
| JPMORGAN CHASE & CO. |
32,286 | +383 | $6,808 |
| JPM | 32,286 | +383 | $6,808 |
| UNITEDHEALTH GROUP INC |
11,008 | +38 | $6,436 |
| UNH | 11,008 | +38 | $6,436 |
| ORACLE CORP |
36,073 | +532 | $6,147 |
| ORCL | 36,073 | +532 | $6,147 |
| ABBVIE INC |
29,621 | +252 | $5,850 |
| ABBV | 29,621 | +252 | $5,850 |
| ISHARES TR (IVV) |
9,415 | +583 | $5,431 |
| IVV | 9,415 | +583 | $5,431 |
| WALMART INC |
66,881 | +1,597 | $5,401 |
| WMT | 66,881 | +1,597 | $5,401 |
| VISA INC |
19,465 | +325 | $5,352 |
| V | 19,465 | +325 | $5,352 |
| HOME DEPOT INC |
12,241 | +313 | $4,960 |
| HD | 12,241 | +313 | $4,960 |
| BROADCOM INC |
25,418 | +23,035 | $4,385 |
| AVGO | 25,418 | +23,035 | $4,385 |
| JOHNSON & JOHNSON |
24,890 | +688 | $4,034 |
| JNJ | 24,890 | +688 | $4,034 |
| ELI LILLY & CO |
4,512 | +182 | $3,997 |
| LLY | 4,512 | +182 | $3,997 |
| META PLATFORMS INC |
6,190 | +943 | $3,543 |
| META | 6,190 | +943 | $3,543 |
| EXXON MOBIL CORP |
28,092 | +524 | $3,293 |
| XOM | 28,092 | +524 | $3,293 |
| MASTERCARD INCORPORATED |
6,231 | +275 | $3,077 |
| MA | 6,231 | +275 | $3,077 |
| MCDONALDS CORP |
8,795 | +389 | $2,678 |
| MCD | 8,795 | +389 | $2,678 |
| COSTCO WHSL CORP NEW |
2,984 | +430 | $2,646 |
| COST | 2,984 | +430 | $2,646 |
| PEPSICO INC |
14,901 | +643 | $2,534 |
| PEP | 14,901 | +643 | $2,534 |
| ADOBE INC |
4,464 | +83 | $2,311 |
| ADBE | 4,464 | +83 | $2,311 |
| MERCK & CO INC |
19,717 | +1,013 | $2,239 |
| MRK | 19,717 | +1,013 | $2,239 |
| COCA COLA CO |
30,972 | +1,454 | $2,226 |
| KO | 30,972 | +1,454 | $2,226 |
| CISCO SYS INC |
40,240 | +1,996 | $2,142 |
| CSCO | 40,240 | +1,996 | $2,142 |
| VANGUARD INDEX FDS (VBR) |
8,820 | -413 | $1,771 |
| VBR | 8,820 | -413 | $1,771 |
| BANK AMERICA CORP |
44,363 | +3,807 | $1,760 |
| BAC | 44,363 | +3,807 | $1,760 |
| ABBOTT LABS |
15,335 | -270 | $1,748 |
| ABT | 15,335 | -270 | $1,748 |
| THERMO FISHER SCIENTIFIC INC |
2,752 | +68 | $1,702 |
| TMO | 2,752 | +68 | $1,702 |
| BOOKING HOLDINGS INC |
382 | -7 | $1,609 |
| BKNG | 382 | -7 | $1,609 |
| BERKSHIRE HATHAWAY INC DEL |
$1,459 | ||
| BRK.B | 3,171 | +947 | $1,459 |
| CHEVRON CORP NEW |
8,178 | +827 | $1,204 |
| CVX | 8,178 | +827 | $1,204 |
| ALPHABET INC |
7,096 | +24 | $1,186 |
| GOOG | 7,096 | +24 | $1,186 |
| TESLA INC |
4,502 | +1,332 | $1,178 |
| TSLA | 4,502 | +1,332 | $1,178 |
| BLACKROCK INC |
1,239 | -50 | $1,176 |
| BLK | 1,239 | -50 | $1,176 |
| LOCKHEED MARTIN CORP |
1,940 | +2 | $1,134 |
| LMT | 1,940 | +2 | $1,134 |
| UNION PAC CORP |
4,236 | -36 | $1,044 |
| UNP | 4,236 | -36 | $1,044 |
| AUTOMATIC DATA PROCESSING IN |
3,705 | +16 | $1,025 |
| ADP | 3,705 | +16 | $1,025 |
| NETFLIX INC |
1,389 | +323 | $985 |
| NFLX | 1,389 | +323 | $985 |
| VANGUARD WHITEHALL FDS (VYM) |
6,908 | -111 | $886 |
| VYM | 6,908 | -111 | $886 |
| LINDE PLC |
1,673 | +399 | $798 |
| LIN | 1,673 | +399 | $798 |
| ACCENTURE PLC IRELAND |
2,210 | +551 | $781 |
| ACN | 2,210 | +551 | $781 |
| T MOBILE US INC |
3,730 | +1,047 | $770 |
| TMUS | 3,730 | +1,047 | $770 |
| M & T BK CORP |
4,142 | +3 | $738 |
| MTB | 4,142 | +3 | $738 |
| SALESFORCE INC |
2,647 | +929 | $724 |
| CRM | 2,647 | +929 | $724 |
| WELLS FARGO CO NEW |
11,208 | +868 | $633 |
| WFC | 11,208 | +868 | $633 |
See Full List: All Stocks Held By West Branch Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By West Branch Capital LLC
|
Size ($ in 1000's)
At 09/30/2024: $289,196 At 06/30/2024: $269,236 West Branch Capital LLC AUM history West Branch Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Branch Capital LLC 13F filings. Link to 13F filings: SEC filings |
