West Branch Capital LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$299.7B
Holdings
530
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (530 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $34.4B |
NVDANVIDIA CORPORATION | $24.0B |
MSFTMICROSOFT CORP | $20.9B |
AMZNAMAZON COM INC | $16.6B |
SPYSPDR S&P 500 ETF TR | $15.7B |
GOOGLALPHABET INC | $13.9B |
PGPROCTER AND GAMBLE CO | $10.6B |
MOG/BMOOG INC | $10.3B |
JPMJPMORGAN CHASE & CO. | $8.4B |
VVISA INC | $7.4B |
WMTWALMART INC | $6.4B |
ABBVABBVIE INC | $6.2B |
UNHUNITEDHEALTH GROUP INC | $6.1B |
METAMETA PLATFORMS INC | $5.8B |
ORCLORACLE CORP | $5.5B |
IVVISHARES TR | $5.3B |
AVGOBROADCOM INC | $5.1B |
HDHOME DEPOT INC | $4.9B |
LLYELI LILLY & CO | $4.7B |
JNJJOHNSON & JOHNSON | $4.2B |
MAMASTERCARD INCORPORATED | $4.2B |
XOMEXXON MOBIL CORP | $4.1B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.6B |
MCDMCDONALDS CORP | $3.3B |
COSTCOSTCO WHSL CORP NEW | $3.2B |
CSCOCISCO SYS INC | $3.0B |
KOCOCA COLA CO | $2.9B |
BACBANK AMERICA CORP | $2.5B |
ABTABBOTT LABS | $2.3B |
PEPPEPSICO INC | $2.3B |
NFLXNETFLIX INC | $2.3B |
TSLATESLA INC | $2.3B |
MRKMERCK & CO INC | $2.2B |
CVXCHEVRON CORP NEW | $2.1B |
TMUST-MOBILE US INC | $1.9B |
BKNGBOOKING HOLDINGS INC | $1.7B |
WFCWELLS FARGO CO NEW | $1.6B |
CRMSALESFORCE INC | $1.6B |
VBRVANGUARD INDEX FDS | $1.5B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.5B |
ACNACCENTURE PLC IRELAND | $1.4B |
LINLINDE PLC | $1.4B |
MOG/AMOOG INC | $1.4B |
BLKBLACKROCK INC | $1.2B |
ADPAUTOMATIC DATA PROCESSING IN | $1.1B |
GOOGALPHABET INC | $1.1B |
IBMINTERNATIONAL BUSINESS MACHS | $1.1B |
UNPUNION PAC CORP | $854.9M |
MTBM & T BK CORP | $741.8M |
GEGE AEROSPACE | $684.3M |
VYMVANGUARD WHITEHALL FDS | $671.3M |
LMTLOCKHEED MARTIN CORP | $566.0M |
SCHGSCHWAB STRATEGIC TR | $534.3M |
4I1PHILIP MORRIS INTL INC | $518.3M |
GILDGILEAD SCIENCES INC | $460.9M |
AMGNAMGEN INC | $433.7M |
HYGISHARES TR | $392.7M |
GLWCORNING INC | $392.7M |
IAU*ISHARES GOLD TR | $390.9M |
ITOTISHARES TR | $387.0M |
GLTRABRDN PRECIOUS METALS BASKET | $383.9M |
AGGISHARES TR | $340.6M |
ISRGINTUITIVE SURGICAL INC | $339.3M |
SGOLETFS GOLD TR | $335.6M |
VIGVANGUARD SPECIALIZED FUNDS | $322.7M |
IUSGISHARES TR | $318.9M |
VTIVANGUARD INDEX FDS | $316.9M |
CSXCSX CORP | $306.3M |
RTXRTX CORPORATION | $305.9M |
ETNEATON CORP PLC | $304.7M |
VOOVANGUARD INDEX FDS | $278.7M |
IVEISHARES TR | $258.2M |
GMGENERAL MTRS CO | $256.3M |
SPGPINVESCO EXCHANGE TRADED FD T | $250.0M |
AJGGALLAGHER ARTHUR J & CO | $249.3M |
DUKDUKE ENERGY CORP NEW | $241.3M |
AXPAMERICAN EXPRESS CO | $239.2M |
UNMUNUM GROUP | $220.7M |
SHVISHARES TR | $218.9M |
QCOMQUALCOMM INC | $215.1M |
IWFISHARES TR | $194.3M |
SYYSYSCO CORP | $178.8M |
EDCONSOLIDATED EDISON INC | $176.9M |
IWDISHARES TR | $176.9M |
BMYBRISTOL-MYERS SQUIBB CO | $174.6M |
TAT&T INC | $170.8M |
BABOEING CO | $170.6M |
BACVERIZON COMMUNICATIONS INC | $169.8M |
PLTRPALANTIR TECHNOLOGIES INC | $169.4M |
ACWXISHARES TR | $169.1M |
DGROISHARES TR | $166.3M |
OEFISHARES TR | $166.1M |
MCHPMICROCHIP TECHNOLOGY INC. | $165.3M |
BUGGLOBAL X FDS | $161.7M |
ADBEADOBE INC | $140.8M |
PLDPROLOGIS INC. | $139.6M |
ATROASTRONICS CORP | $137.8M |
NSCNORFOLK SOUTHN CORP | $135.1M |
SANBANCO SANTANDER S.A. | $134.3M |
CATCATERPILLAR INC | $133.6M |
Page 1 of 6Next