West Branch Capital LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 17, 2025), West Branch Capital LLC reported 544 stock positions worth $313.5 million. Its top holding was Apple (AAPL) at 12.4% of the portfolio, followed by Nvidia (NVDA, 10.6%) and Microsoft (MSFT, 7.3%). Compared with Q3 2024, it opened 27 new positions, sold out of 85, added to 99 and reduced 76. The biggest buy was Amazon.com (AMZN, shares +3%) and the biggest sale Abbvie (ABBV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- AMHERST, MA
- CIK
- 0001738723
- Portfolio Value
- $313.5M (Q4 2024)
- SEC Filing
- 0001738723-25-000001 ↗ filed Jan 17, 2025
Holdings Value
Holdings 544 stocks · $313.5M
| AAPL Apple Inc. | 12.36% | 154,737 | $38.7M | Add +1.3% |
| NVDA Nvidia Corp. | 10.60% | 247,534 | $33.2M | Add +1.1% |
| MSFT Microsoft Corp. | 7.31% | 54,356 | $22.9M | Add +1.8% |
| AMZN Amazon.com Inc. | 5.95% | 85,088 | $18.7M | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 5.26% | 87,045 | $16.5M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.06% | 27,088 | $15.9M | Add +3.2% |
| MOG.B Moog Inc. Class B | 3.74% | 60,114 | $11.7M | No change |
| PG The Procter & Gamble Co. | 3.24% | 60,526 | $10.1M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 2.52% | 32,979 | $7.9M | Add +2.1% |
| AVGO Broadcom Inc. | 2.06% | 27,913 | $6.5M | Add +9.8% |
| V Visa Inc. Class A | 2.05% | 20,295 | $6.4M | Add +4.3% |
| WMT Walmart Inc. | 2.02% | 69,915 | $6.3M | Add +4.5% |
| ORCL Oracle Corp. | 1.99% | 37,448 | $6.2M | Add +3.8% |
| UNH Unitedhealth Group Inc. | 1.80% | 11,170 | $5.7M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 1.78% | 9,462 | $5.6M | Add +0.5% |
| ABBV Abbvie Inc. | 1.63% | 28,743 | $5.1M | Reduce -3.0% |
| HD Home Depot Inc. | 1.60% | 12,930 | $5.0M | Add +5.6% |
| META Meta Platforms Inc. Class A | 1.55% | 8,275 | $4.8M | Add +33.7% |
| LLY Eli Lilly & Co. | 1.26% | 5,124 | $4.0M | Add +13.6% |
| MA Mastercard Inc. Class A | 1.16% | 6,913 | $3.6M | Add +10.9% |
| JNJ Johnson & Johnson | 1.09% | 23,534 | $3.4M | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 1.05% | 30,718 | $3.3M | Add +9.3% |
| TSLA Tesla Inc. | 0.92% | 7,153 | $2.9M | Add +58.9% |
| MCD McDonald's Corp. | 0.92% | 9,958 | $2.9M | Add +13.2% |
| COST Costco Wholesale Corp. | 0.88% | 2,999 | $2.7M | Add +0.5% |
| CSCO Cisco Systems Inc. | 0.84% | 44,544 | $2.6M | Add +10.7% |
| PEP Pepsico Inc. | 0.77% | 15,871 | $2.4M | Add +6.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 5,206 | $2.4M | Add +64.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.73% | 52,185 | $2.3M | Add +17.6% |
| KO The Coca-Cola Co. | 0.71% | 35,807 | $2.2M | Add +15.6% |
| MRK Merck & Co. Inc. | 0.69% | 21,667 | $2.2M | Add +9.9% |
| ADBE Adobe Inc. | 0.65% | 4,583 | $2.0M | Add +2.7% |
| BKNG Booking Holdings Inc. | 0.60% | 382 | $1.9M | No change |
| NFLX Netflix Inc. | 0.58% | 2,038 | $1.8M | Add +46.7% |
| ABT Abbott Laboratories | 0.56% | 15,597 | $1.8M | Add +1.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.55% | 8,736 | $1.7M | Reduce -0.9% |
| MOG.A Moog Inc. Class A | 0.51% | 8,098 | $1.6M | Reduce -8.0% |
| CRM Salesforce Inc. | 0.45% | 4,223 | $1.4M | Add +59.5% |
| TMO Thermo Fisher Scientific Inc. | 0.45% | 2,712 | $1.4M | Reduce -1.4% |
| CVX Chevron Corp. | 0.45% | 9,689 | $1.4M | Add +18.5% |
| GOOG Alphabet Inc. Class C | 0.44% | 7,222 | $1.4M | Add +1.8% |
| BLK BlackRock Inc. | 0.41% | 1,242 | $1.3M | Add +0.2% |
| TMUS T-Mobile US Inc. | 0.40% | 5,734 | $1.3M | Add +53.7% |
| ACN Accenture PLC Class A | 0.39% | 3,464 | $1.2M | Add +56.7% |
| WFC Wells Fargo & Co. | 0.39% | 17,187 | $1.2M | Add +53.4% |
| ADP Automatic Data Processing | 0.35% | 3,719 | $1.1M | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.31% | 2,019 | $981K | Add +4.1% |
| UNP Union Pacific Corp. | 0.30% | 4,118 | $939K | Reduce -2.8% |
| LIN Linde PLC | 0.28% | 2,074 | $868K | Add +24.0% |
| VYM Vanguard High DVD Yield ETF | 0.28% | 6,764 | $863K | Reduce -2.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.25% | 4,142 | $779K | No change |
| ETN Eaton Corp. PLC | 0.20% | 1,908 | $633K | No change |
| SCHG Schwab US Large-Cap Growth | 0.19% | 21,328 | $594K | No change |
| AXP American Express Co. | 0.17% | 1,746 | $518K | Add +96.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 2,305 | $507K | Add +151.9% |
| AMD Advanced Micro Devices | 0.15% | 3,867 | $467K | Add +8.5% |
| GILD Gilead Sciences Inc. | 0.15% | 4,968 | $459K | Reduce -30.5% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 3,473 | $447K | Add +0.4% |
| GLW Corning Inc. | 0.14% | 9,381 | $446K | Reduce -14.8% |
| NOW ServiceNow Inc. | 0.14% | 417 | $442K | Add +286.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.12% | 4,978 | $392K | Add +4.2% |
| AMGN Amgen Inc. | 0.12% | 1,439 | $375K | Reduce -1.4% |
| IUSG iShares Core S&P U.S. Growth | 0.11% | 2,507 | $349K | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.11% | 1,015 | $347K | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 1,184 | $343K | Add +1.3% |
| AGG iShares Core U.S. Aggregate | 0.11% | 3,443 | $334K | Add +4.6% |
| CSX CSX Corp. | 0.11% | 10,317 | $333K | Add +3.3% |
| GM General Motors Co. | 0.11% | 6,196 | $330K | Reduce -8.8% |
| GLTR Abrdn Precious Metals Basket | 0.10% | 2,995 | $329K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,664 | $326K | No change |
| VOO Vanguard S&P 500 ETF | 0.10% | 568 | $306K | Reduce -2.9% |
| QCOM Qualcomm Inc. | 0.09% | 1,886 | $290K | Reduce -26.8% |
| SGOL Abrdn Physical Gold Shares | 0.09% | 11,253 | $282K | No change |
| RTX RTX Corp. | 0.09% | 2,420 | $280K | No change |
| ISRG Intuitive Surgical Inc. | 0.09% | 521 | $272K | No change |
| SPGP Invesco S&P 500 Garp ETF | 0.08% | 2,503 | $263K | Reduce -0.6% |
| IVE iShares S&P 500 Value ETF | 0.08% | 1,355 | $259K | No change |
| IAU iShares Gold Trust | 0.08% | 5,000 | $248K | No change |
| RDDT Reddit Inc. Class A | 0.08% | 1,500 | $245K | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.08% | 858 | $244K | No change |
| SYY Sysco Corp. | 0.07% | 3,001 | $229K | Reduce -29.1% |
| DUK Duke Energy Corp. | 0.07% | 2,034 | $219K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.07% | 1,968 | $217K | Add +1.6% |
| IWF iShares Russell 1000 Growth | 0.07% | 538 | $216K | Reduce -3.4% |
| NSC Norfolk Southern Corp. | 0.07% | 875 | $205K | Reduce -3.3% |
| MCHP Microchip Technology Inc. | 0.06% | 3,503 | $201K | Reduce -19.4% |
| UNM Unum Group | 0.06% | 2,709 | $198K | No change |
| OEF iShares S&P 100 ETF | 0.06% | 612 | $177K | Add +0.2% |
| CAT Caterpillar Inc. | 0.06% | 481 | $174K | No change |
| IWD iShares Russell 1000 Value E | 0.06% | 940 | $174K | Reduce -0.4% |
| IWM iShares Russell 2000 ETF | 0.05% | 774 | $171K | Reduce -11.8% |
| DGRO iShares Core Dividend Growth | 0.05% | 2,679 | $164K | Add +0.6% |
| MS Morgan Stanley | 0.05% | 1,295 | $163K | Add +300.9% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 2,863 | $162K | No change |
| VZ Verizon Communications Inc. | 0.05% | 3,743 | $150K | Reduce -0.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.05% | 1,603 | $146K | Add +0.2% |
| ED Consolidated Edison Inc. | 0.05% | 1,600 | $143K | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.04% | 1,074 | $135K | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 259 | $132K | Reduce -3.0% |
| PLD Prologis Inc. | 0.04% | 1,238 | $131K | Reduce -0.1% |
Lines left out (2) · $278 — a value with no share or principal amount
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $313.5M.
Portfolio Sells Q3 2024 → Q4 2024
| ABBV Abbvie Inc. | Reduce -3.0% | 1.63% | −0.39 |
| JNJ Johnson & Johnson | Reduce -5.5% | 1.09% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.4% | 0.45% | −0.14 |
| MOG.A Moog Inc. Class A | Reduce -8.0% | 0.51% | −0.11 |
| DHR Danaher Corp. | Reduce -58.3% | 0.03% | −0.07 |
| UNP Union Pacific Corp. | Reduce -2.8% | 0.30% | −0.06 |
| GILD Gilead Sciences Inc. | Reduce -30.5% | 0.15% | −0.06 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.9% | 0.55% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -26.8% | 0.09% | −0.06 |
| MCHP Microchip Technology Inc. | Reduce -19.4% | 0.06% | −0.06 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.12% | −0.04 |
| SYY Sysco Corp. | Reduce -29.1% | 0.07% | −0.04 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.04 |
| GE General Electric | Reduce -35.1% | 0.04% | −0.03 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.1% | 0.28% | −0.03 |
| C Citigroup Inc. | Reduce -72.1% | 0.01% | −0.03 |
| GLW Corning Inc. | Reduce -14.8% | 0.14% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -81.9% | 0.00% | −0.03 |
| UBER Uber Technologies Inc. | Reduce -99.3% | 0.00% | −0.03 |
| AGL Agilon Health Inc. | Sold out | 0.00% | −0.02 |
| LRCX Lam Research Corp. | Reduce -98.5% | 0.00% | −0.02 |
| MSEX Middlesex Water Co. | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -11.8% | 0.05% | −0.01 |
| IBTE iShares Ibonds Dec 2024 Term | Sold out | 0.00% | −0.01 |
| PLD Prologis Inc. | Reduce -0.1% | 0.04% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -3.3% | 0.07% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -0.1% | 0.05% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -99.6% | 0.00% | −0.01 |
| CI The Cigna Group | Reduce -0.9% | 0.03% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -0.0% | 0.05% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.9% | 0.10% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -35.0% | 0.01% | −0.01 |
| UPS United Parcel Service Class B | Reduce -0.6% | 0.04% | −0.01 |
| CNC Centene Corp. | Reduce -0.7% | 0.02% | −0.01 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -0.6% | 0.08% | −0.01 |
| ITW Illinois Tool Works | Sold out | 0.00% | −0.01 |
| K Kellanova | Reduce -21.0% | 0.02% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -10.9% | 0.03% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -0.4% | 0.06% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -3.7% | 0.02% | −0.01 |
| PFE Pfizer Inc. | Reduce -0.2% | 0.03% | −0.01 |
| IWY iShares Russell Top 200 Grow | Reduce -33.5% | 0.01% | −0.01 |
| XRX Xerox Holdings Corp. | Reduce -85.2% | 0.00% | −0.00 |
| TGT Target Corp. | Reduce -38.5% | 0.00% | −0.00 |
| CVS CVS Health Corp. | Reduce -1.6% | 0.01% | −0.00 |
| SHEL Shell PLC-ADR | Reduce -0.5% | 0.03% | −0.00 |
| ADM Archer-Daniels-Midland Co. | Reduce -0.1% | 0.01% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -37.3% | 0.00% | −0.00 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.00 |
| CTLT Catalent Inc. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +2.8% | 5.95% | +0.62 |
| AVGO Broadcom Inc. | Add +9.8% | 2.06% | +0.55 |
| TSLA Tesla Inc. | Add +58.9% | 0.92% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 5.26% | +0.40 |
| NVDA Nvidia Corp. | Add +1.1% | 10.60% | +0.32 |
| META Meta Platforms Inc. Class A | Add +33.7% | 1.55% | +0.32 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +64.2% | 0.75% | +0.25 |
| NFLX Netflix Inc. | Add +46.7% | 0.58% | +0.24 |
| CRM Salesforce Inc. | Add +59.5% | 0.45% | +0.20 |
| V Visa Inc. Class A | Add +4.3% | 2.05% | +0.20 |
| JPM JPMorgan Chase & Co. | Add +2.1% | 2.52% | +0.17 |
| WFC Wells Fargo & Co. | Add +53.4% | 0.39% | +0.17 |
| WMT Walmart Inc. | Add +4.5% | 2.02% | +0.15 |
| TMUS T-Mobile US Inc. | Add +53.7% | 0.40% | +0.14 |
| BAC Bank of America Corp. | Add +17.6% | 0.73% | +0.12 |
| ACN Accenture PLC Class A | Add +56.7% | 0.39% | +0.12 |
| NOW ServiceNow Inc. | Add +286.1% | 0.14% | +0.11 |
| CSCO Cisco Systems Inc. | Add +10.7% | 0.84% | +0.10 |
| MA Mastercard Inc. Class A | Add +10.9% | 1.16% | +0.10 |
| IBM Intl Business Machines Corp. | Add +151.9% | 0.16% | +0.09 |
| AXP American Express Co. | Add +96.8% | 0.17% | +0.08 |
| RDDT Reddit Inc. Class A | New | 0.08% | +0.08 |
| AAPL Apple Inc. | Add +1.3% | 12.36% | +0.06 |
| MS Morgan Stanley | Add +300.9% | 0.05% | +0.04 |
| CVX Chevron Corp. | Add +18.5% | 0.45% | +0.03 |
| FLRG Fidelity US Multifactor ETF | New | 0.03% | +0.03 |
| GOOG Alphabet Inc. Class C | Add +1.8% | 0.44% | +0.03 |
| DIS The Walt Disney Co. | Add +16550.0% | 0.02% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +916.1% | 0.02% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.01% | +0.01 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.5% | 0.11% | +0.01 |
| AS Amer Sports Inc. | Add +14285.7% | 0.01% | +0.01 |
| VST Vistra Corp. | New | 0.01% | +0.01 |
| CEG Constellation Energy | Add +9000.0% | 0.01% | +0.01 |
| PSA Public Storage | New | 0.01% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +94.9% | 0.01% | +0.00 |
| XRMMX Rvrnrth MGD Dur Muni Inc. | Add +200.0% | 0.01% | +0.00 |
| ZROZ PIMCO 25+ YR Zero CPN US Tif | Add +94.4% | 0.01% | +0.00 |
| XLF SS Financial Select Sector | New | 0.00% | +0.00 |
| MDT Medtronic PLC | Add +0.0% | 0.00% | +0.00 |
| FTV Fortive Corp. | New | 0.00% | +0.00 |
| PRU Prudential Financial Inc. | Add +3200.0% | 0.00% | +0.00 |
| HGLB Highland Global Allocation | New | 0.00% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +21.1% | 0.01% | +0.00 |
| NI Nisource Inc. | Add +50.0% | 0.01% | +0.00 |
| BOTZ Global X Robotics & Artifici | New | 0.00% | +0.00 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.00% | +0.00 |
| BJ Bj's Wholesale Club Holdings | Add +7000.0% | 0.00% | +0.00 |
| BDX Becton Dickinson and Co. | Add +150.0% | 0.00% | +0.00 |
| AAL American Airlines Group Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2024 → Q4 2024
| ASML ASML Holding NV-NY Reg SHS | N Y REGISTRY SHS | Sold out | 0 | $350before exit |
| AZO AutoZone Inc. | COM | Sold out | 0 | $189before exit |
| ARGX Argenx SE - ADR | SPONSORED ADR | Sold out | 0 | $76before exit |
| MLM Martin Marietta Materials | COM | Sold out | 0 | $76before exit |
| EQIX Equinix Inc. | COM | Sold out | 0 | $63before exit |
| FERG Ferguson Enterprises Inc. | COMMON STOCK NEW | Sold out | 0 | $60before exit |
| IEX Idex Corp. | COM | Sold out | 0 | $50before exit |
| SNPS Synopsys Inc. | COM | Sold out | 0 | $46before exit |
| JBHT Hunt (jb) Transprt SVCS Inc. | COM | Sold out | 0 | $45before exit |
| TM Toyota Motor Corp. -Spon ADR | ADS | Sold out | 0 | $43before exit |
| TDG Transdigm Group Inc. | COM | Sold out | 0 | $43before exit |
| IHG Intercontinental Hotels-ADR | SPONSORED ADS | Sold out | 0 | $42before exit |
| GPN Global Payments Inc. | COM | Sold out | 0 | $41before exit |
| SBAC SBA Communications Corp. | CL A | Sold out | 0 | $41before exit |
| ZTS Zoetis Inc. | CL A | Sold out | 0 | $40before exit |
| CHTR Charter Communications Inc. Class A | CL A | Sold out | 0 | $39before exit |
| EL Estee Lauder Companies Class A | CL A | Sold out | 0 | $39before exit |
| SJM The JM Smucker Co. | COM NEW | Sold out | 0 | $38before exit |
| FNV Franco-Nevada Corp. | COM | Sold out | 0 | $37before exit |
| ZBH Zimmer Biomet Holdings Inc. | COM | Sold out | 0 | $37before exit |
| CP Canadian Pacific Kansas City | COM | Sold out | 0 | $36before exit |
| HUM Humana Inc. | COM | Sold out | 0 | $32before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 355 | $430.3M | AAPL, NVDA, GOOGL, MOG.B, AMZN |
| Q1 2026 | 377 | $373.5M | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q4 2025 | 415 | $388.1M | AAPL, NVDA, GOOGL, MSFT, AMZN |
| Q3 2025 | 452 | $381.1M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q2 2025 | 472 | $338.1M | NVDA, AAPL, MSFT, AMZN, SPY |
| Q1 2025 | 529 | $299.7M | AAPL, NVDA, MSFT, AMZN, SPY |
| Q4 2024 | 544 | $313.5M | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q3 2024 | 601 | $289.2M | AAPL, NVDA, MSFT, AMZN, SPY |
| Q2 2024 | 429 | $269.2M | AAPL, NVDA, MSFT, GOOGL, AMZN |
| Q1 2024 | 423 | $247.9M | AAPL, NVDA, MSFT, AMZN, GOOGL |