HoldingsChannel.com
West Branch Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 38,531 -606 $9,798
     AAPL38,531-606$9,798
AMAZON COM INC 3,919 -55 $7,641
     AMZN3,919-55$7,641
SPDR S&P 500 ETF TR (SPY) 27,710 -500 $7,142
     SPY27,710-500$7,142
MICROSOFT CORP 38,582 +1,249 $6,085
     MSFT38,582+1,249$6,085
MOOG INC      $5,129
     MOG.B60,114UNCH$3,036
     MOG.A41,417-870$2,093
ALPHABET INC 4,019 -38 $4,670
     GOOGL4,019-38$4,670
VERIZON COMMUNICATIONS INC 78,652 -2,504 $4,226
     VZ78,652-2,504$4,226
INTEL CORP 59,278 -720 $3,208
     INTC59,278-720$3,208
NVIDIA CORP 12,139 -334 $3,200
     NVDA12,139-334$3,200
JPMORGAN CHASE & CO 31,914 -1,875 $2,873
     JPM31,914-1,875$2,873
VISA INC 17,467 -371 $2,814
     V17,467-371$2,814
JOHNSON & JOHNSON 18,371 +168 $2,409
     JNJ18,371+168$2,409
PROCTER & GAMBLE CO 19,174 -1,014 $2,109
     PG19,174-1,014$2,109
ABBVIE INC 26,545 -1,061 $2,022
     ABBV26,545-1,061$2,022
LOCKHEED MARTIN CORP 5,401 -533 $1,831
     LMT5,401-533$1,831
AT&T INC 60,226 -1,680 $1,756
     T60,226-1,680$1,756
UNITEDHEALTH GROUP INC 6,937 -225 $1,730
     UNH6,937-225$1,730
HOME DEPOT INC 8,692 -150 $1,623
     HD8,692-150$1,623
MCDONALDS CORP 9,386 -75 $1,552
     MCD9,386-75$1,552
PFIZER INC 45,280 -6,529 $1,478
     PFE45,280-6,529$1,478
VANGUARD INDEX FDS (VBR) 14,877 -893 $1,321
     VBR14,877-893$1,321
WALMART INC 11,536 +30 $1,311
     WMT11,536+30$1,311
CISCO SYS INC 32,778 -9,637 $1,289
     CSCO32,778-9,637$1,289
PEPSICO INC 10,176 -375 $1,222
     PEP10,176-375$1,222
ISHARES TR (IVV) 4,373 +145 $1,130
     IVV4,373+145$1,130
FACEBOOK INC 6,562 -4,400 $1,095
     FB6,562-4,400$1,095
UNION PAC CORP 7,755 -419 $1,094
     UNP7,755-419$1,094
SALESFORCE COM INC 7,582 -245 $1,092
     CRM7,582-245$1,092
AMGEN INC 5,378 -328 $1,090
     AMGN5,378-328$1,090
ORACLE CORP 21,893 -1,113 $1,058
     ORCL21,893-1,113$1,058
DISNEY WALT CO 9,992 -3,968 $965
     DIS9,992-3,968$965
ISHARES TR (SHV) 8,613 -476 $956
     SHV8,613-476$956
MERCK & CO. INC 12,043 -1,487 $927
     MRK12,043-1,487$927
NETFLIX INC 2,322 -114 $872
     NFLX2,322-114$872
DOMINION ENERGY INC 11,201 -1,165 $809
     D11,201-1,165$809
BLACKROCK INC 1,791 -39 $788
     BLK1,791-39$788
BOOKING HLDGS INC 559 -26 $752
     BKNG559-26$752
ABBOTT LABS 9,140 +192 $721
     ABT9,140+192$721
ADOBE INC 2,242 +174 $713
     ADBE2,242+174$713
MASTERCARD INC 2,953 -13 $713
     MA2,953-13$713
AUTOMATIC DATA PROCESSING IN 4,904 -279 $670
     ADP4,904-279$670
CIGNA CORP NEW 3,500 +3,500 $620
     CI3,500+3,500$620
COCA COLA CO 12,873 +185 $570
     KO12,873+185$570
BRISTOL MYERS SQUIBB CO 9,807 +341 $547
     BMY9,807+341$547
PAYPAL HLDGS INC 5,716 -647 $547
     PYPL5,716-647$547
EXXON MOBIL CORP 12,471 -14,348 $474
     XOM12,471-14,348$474
VALERO ENERGY CORP 10,437 -2,119 $473
     VLO10,437-2,119$473
M & T BK CORP 4,499 UNCH $465
     MTB4,499UNCH$465
CORNING INC 21,720 -2,006 $446
     GLW21,720-2,006$446
SYSCO CORP 9,684 -797 $442
     SYY9,684-797$442

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 03/31/2020: $104,693
At 12/31/2019: $143,584

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

West Branch Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.