HoldingsChannel.com
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
154,884 | +147 | $34,404 |
| AAPL | 154,884 | +147 | $34,404 |
| NVIDIA CORPORATION |
221,610 | -25,924 | $24,018 |
| NVDA | 221,610 | -25,924 | $24,018 |
| MICROSOFT CORP |
55,674 | +1,318 | $20,899 |
| MSFT | 55,674 | +1,318 | $20,899 |
| AMAZON COM INC |
87,208 | +2,120 | $16,592 |
| AMZN | 87,208 | +2,120 | $16,592 |
| SPDR S&P 500 ETF TR (SPY) |
28,126 | +1,038 | $15,733 |
| SPY | 28,126 | +1,038 | $15,733 |
| ALPHABET INC |
89,742 | +2,697 | $13,878 |
| GOOGL | 89,742 | +2,697 | $13,878 |
 MOOG INC |
$11,666 | ||
| MOG.B | 60,114 | UNCH | $10,315 |
| MOG.A | 7,792 | -306 | $1,351 |
| PROCTER AND GAMBLE CO |
62,480 | +1,954 | $10,648 |
| PG | 62,480 | +1,954 | $10,648 |
| JPMORGAN CHASE & CO. |
34,102 | +1,123 | $8,365 |
| JPM | 34,102 | +1,123 | $8,365 |
| VISA INC |
20,974 | +679 | $7,350 |
| V | 20,974 | +679 | $7,350 |
| WALMART INC |
73,239 | +3,324 | $6,430 |
| WMT | 73,239 | +3,324 | $6,430 |
| ABBVIE INC |
29,368 | +625 | $6,153 |
| ABBV | 29,368 | +625 | $6,153 |
| UNITEDHEALTH GROUP INC |
11,689 | +519 | $6,122 |
| UNH | 11,689 | +519 | $6,122 |
| META PLATFORMS INC |
10,095 | +1,820 | $5,819 |
| META | 10,095 | +1,820 | $5,819 |
| ORACLE CORP |
39,582 | +2,134 | $5,534 |
| ORCL | 39,582 | +2,134 | $5,534 |
| ISHARES TR (IVV) |
9,377 | -85 | $5,269 |
| IVV | 9,377 | -85 | $5,269 |
| BROADCOM INC |
30,692 | +2,779 | $5,139 |
| AVGO | 30,692 | +2,779 | $5,139 |
| HOME DEPOT INC |
13,444 | +514 | $4,927 |
| HD | 13,444 | +514 | $4,927 |
| ELI LILLY & CO |
5,735 | +611 | $4,737 |
| LLY | 5,735 | +611 | $4,737 |
| JOHNSON & JOHNSON |
25,400 | +1,866 | $4,212 |
| JNJ | 25,400 | +1,866 | $4,212 |
| MASTERCARD INCORPORATED |
7,669 | +756 | $4,203 |
| MA | 7,669 | +756 | $4,203 |
| EXXON MOBIL CORP |
34,717 | +3,999 | $4,129 |
| XOM | 34,717 | +3,999 | $4,129 |
| BERKSHIRE HATHAWAY INC DEL |
$3,644 | ||
| BRK.B | 6,842 | +1,636 | $3,644 |
| MCDONALDS CORP |
10,693 | +735 | $3,340 |
| MCD | 10,693 | +735 | $3,340 |
| COSTCO WHSL CORP NEW |
3,432 | +433 | $3,246 |
| COST | 3,432 | +433 | $3,246 |
| CISCO SYS INC |
48,444 | +3,900 | $2,989 |
| CSCO | 48,444 | +3,900 | $2,989 |
| COCA COLA CO |
40,935 | +5,128 | $2,932 |
| KO | 40,935 | +5,128 | $2,932 |
| BANK AMERICA CORP |
59,491 | +7,306 | $2,483 |
| BAC | 59,491 | +7,306 | $2,483 |
| ABBOTT LABS |
17,677 | +2,080 | $2,345 |
| ABT | 17,677 | +2,080 | $2,345 |
| PEPSICO INC |
15,561 | -310 | $2,333 |
| PEP | 15,561 | -310 | $2,333 |
| NETFLIX INC |
2,501 | +463 | $2,332 |
| NFLX | 2,501 | +463 | $2,332 |
| TESLA INC |
8,883 | +1,730 | $2,302 |
| TSLA | 8,883 | +1,730 | $2,302 |
| MERCK & CO INC |
25,016 | +3,349 | $2,245 |
| MRK | 25,016 | +3,349 | $2,245 |
| CHEVRON CORP NEW |
12,653 | +2,964 | $2,117 |
| CVX | 12,653 | +2,964 | $2,117 |
| T MOBILE US INC |
7,293 | +1,559 | $1,945 |
| TMUS | 7,293 | +1,559 | $1,945 |
| BOOKING HOLDINGS INC |
367 | -15 | $1,691 |
| BKNG | 367 | -15 | $1,691 |
| WELLS FARGO CO NEW |
22,091 | +4,904 | $1,586 |
| WFC | 22,091 | +4,904 | $1,586 |
| SALESFORCE INC |
5,871 | +1,648 | $1,576 |
| CRM | 5,871 | +1,648 | $1,576 |
| VANGUARD INDEX FDS (VBR) |
8,044 | -692 | $1,499 |
| VBR | 8,044 | -692 | $1,499 |
| THERMO FISHER SCIENTIFIC INC |
3,008 | +296 | $1,497 |
| TMO | 3,008 | +296 | $1,497 |
| ACCENTURE PLC IRELAND |
4,418 | +954 | $1,378 |
| ACN | 4,418 | +954 | $1,378 |
| LINDE PLC |
2,955 | +881 | $1,376 |
| LIN | 2,955 | +881 | $1,376 |
| BLACKROCK INC |
1,224 | -18 | $1,158 |
| BLK | 1,224 | -18 | $1,158 |
| AUTOMATIC DATA PROCESSING IN |
3,687 | -32 | $1,127 |
| ADP | 3,687 | -32 | $1,127 |
| ALPHABET INC |
7,196 | -26 | $1,124 |
| GOOG | 7,196 | -26 | $1,124 |
| INTERNATIONAL BUSINESS MACHS |
4,426 | +2,121 | $1,101 |
| IBM | 4,426 | +2,121 | $1,101 |
| UNION PAC CORP |
3,619 | -499 | $855 |
| UNP | 3,619 | -499 | $855 |
| M & T BK CORP |
4,150 | +8 | $742 |
| MTB | 4,150 | +8 | $742 |
| GE AEROSPACE |
3,419 | +2,744 | $684 |
| GE | 3,419 | +2,744 | $684 |
| VANGUARD WHITEHALL FDS (VYM) |
5,205 | -1,559 | $671 |
| VYM | 5,205 | -1,559 | $671 |
See Full List: All Stocks Held By West Branch Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By West Branch Capital LLC
|
Size ($ in 1000's)
At 03/31/2025: $299,745 At 12/31/2024: $313,473 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 |
