West Branch Capital LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$289M
Signature - Title
Georgann Ramage - Director of Operations
Location
Amherst, MA
Summary
This page shows a list of all the recent 13F filings made by West Branch Capital LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Branch Capital LLC reported 601 stock holdings with total value $289M as of Q3 2024. Top holdings included AAPL, NVDA, MSFT, AMZN, and SPY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 601 $289M +$14.1M -$4.36M +$9.74M AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 10/18/2024, 01:46 PM
Q2 2024 429 $269M +$32.9M -$4.54M +$28.4M AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 7/26/2024, 03:33 PM
Q1 2024 423 $248M +$20M -$10.7M +$9.29M AAPL, NVDA, MSFT, AMZN, GOOGL 13F-HR 4/23/2024, 06:16 PM
Q4 2023 443 $213M +$8.74M -$7.27M +$1.47M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 1/19/2024, 02:12 PM
Q3 2023 441 $191M +$843K -$5.02M -$4.17M AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 10/20/2023, 11:20 AM
Q2 2023 449 $200M +$1.83M -$2.33M -$494K AAPL, NVDA, MSFT, AMZN, SPY 13F-HR 8/4/2023, 06:07 PM
Q1 2023 455 $179M +$2.94M -$3.11M -$175K AAPL, MSFT, NVDA, SPY, PG 13F-HR 4/20/2023, 03:54 PM
Q4 2022 452 $162M +$1.17M -$9.99M -$8.82M AAPL, MSFT, PG, SPY, GOOGL 13F-HR 1/27/2023, 04:06 PM
Q3 2022 439 $161M +$10.8M -$1.21M +$9.58M AAPL, MSFT, AMZN, GOOGL, SPY 13F-HR 10/19/2022, 09:58 AM
Q2 2022 421 $173M +$10.2M -$2.41M +$7.8M AAPL, MSFT, GOOGL, SPY, PG 13F-HR 7/28/2022, 01:25 PM
Q1 2022 420 $209M +$850K -$14.4M -$13.5M AAPL, MSFT, AMZN, NVDA, GOOGL 13F-HR 5/3/2022, 04:19 PM
Q4 2021 451 $235M +$6.28M -$2.97M +$3.3M AAPL, MSFT, NVDA, AMZN, GOOGL 13F-HR 1/24/2022, 04:00 PM
Q3 2021 422 $208M +$13.7M -$2.43M +$11.3M AAPL, AMZN, MSFT, GOOGL, NVDA 13F-HR 11/9/2021, 04:43 PM
Q2 2021 435 $203M +$18.3M -$1.04M +$17.3M AAPL, AMZN, MSFT, GOOGL, NVDA 13F-HR 8/17/2021, 01:54 PM
Q1 2021 90 $171M +$3.61M -$6.92M -$3.31M AAPL, AMZN, MSFT, SPY, GOOGL 13F-HR 5/14/2021, 12:58 PM
Q4 2020 87 $169M +$6.58M -$8.29M -$1.71M AAPL, AMZN, MSFT, SPY, GOOGL 13F-HR 2/8/2021, 12:52 PM
Q3 2020 84 $157M +$18.2M -$4.4M +$13.8M AAPL, AMZN, MSFT, SPY, NVDA 13F-HR 10/13/2020, 03:36 PM
Q2 2020 83 $142M +$20.5M -$5.2M +$15.3M AAPL, AMZN, MSFT, SPY, GOOGL 13F-HR 7/8/2020, 01:15 PM
Q1 2020 74 $105M +$1.22M -$17.2M -$15.9M AAPL, AMZN, SPY, MSFT, GOOGL 13F-HR 4/20/2020, 04:57 PM
Q4 2019 94 $144M +$17.2M -$19.7M -$2.43M AAPL, SPY, AMZN, MSFT, GOOGL 13F-HR 1/7/2020, 01:50 PM
Q3 2019 89 $134M +$25.4M -$12.3M +$13M SPY, AAPL, AMZN, VZ, MSFT 13F-HR 10/23/2019, 01:10 PM
Q2 2019 92 $120M +$9.92M -$2.7M +$7.22M SPY, AAPL, AMZN, VZ, BA 13F-HR 8/5/2019, 01:41 PM
Q1 2019 83 $111M +$10.3M -$3.85M +$6.44M SPY, AAPL, AMZN, BA, VZ 13F-HR 4/30/2019, 04:04 PM
Q4 2018 73 $93.7M +$829K -$20M -$19.1M SPY, AMZN, AAPL, GOOGL, VZ 13F-HR 2/6/2019, 06:04 PM
Q3 2018 90 $133M +$3.46M -$6.66M -$3.2M AAPL, AMZN, SPY, GOOGL, NVDA 13F-HR 10/15/2018, 06:11 PM
Q2 2018 89 $125M +$46.5M -$14.6M +$31.9M SPY, AAPL, AMZN, GOOGL, BA 13F-HR 8/2/2018, 02:16 PM
Q1 2018 72 $91.1M $0 $0 SPY, AAPL, AMZN, VCSH, VBR 13F-HR 5/2/2018, 04:18 PM