0001738723-18-000001.txt : 20180502 0001738723-18-000001.hdr.sgml : 20180502 20180502161841 ACCESSION NUMBER: 0001738723-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180502 DATE AS OF CHANGE: 20180502 EFFECTIVENESS DATE: 20180502 FILER: COMPANY DATA: COMPANY CONFORMED NAME: West Branch Capital LLC CENTRAL INDEX KEY: 0001738723 IRS NUMBER: 134293612 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18735 FILM NUMBER: 18799862 BUSINESS ADDRESS: STREET 1: 9 RESEARCH DRIVE, SUITE 1 STREET 2: PO BOX 2067 CITY: AMHERST STATE: MA ZIP: 01004 BUSINESS PHONE: 413-256-1225 MAIL ADDRESS: STREET 1: 9 RESEARCH DRIVE, SUITE 1 STREET 2: PO BOX 2067 CITY: AMHERST STATE: MA ZIP: 01004 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001738723 XXXXXXXX 03-31-2018 03-31-2018 West Branch Capital LLC
9 RESEARCH DRIVE, SUITE 1 PO BOX 2067 AMHERST MA 01004
13F HOLDINGS REPORT 028-18735 N
Peter Wiley Chief Compliance Officer 781-556-1068 Peter Wiley Hingham MA 05-02-2018 0 72 91095 true
INFORMATION TABLE 2 InformationTableOutput.xml VANGUARD INDEX FDS SM CP VAL ETF 922908611 3507 27098 SH SOLE 0 0 27098 SPDR S&P 500 ETF TR TR UNIT 78462F103 8115 30837 SH SOLE 0 0 30837 EXXON MOBIL CORP COM 30231G102 857 11489 SH SOLE 0 0 11489 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 3780 48191 SH SOLE 0 0 48191 OWENS CORNING NEW COM 690742101 391 4868 SH SOLE 0 0 4868 AMAZON COM INC COM 023135106 4950 3420 SH SOLE 0 0 3420 RAYTHEON CO COM NEW 755111507 303 1404 SH SOLE 0 0 1404 JPMORGAN CHASE & CO COM 46625H100 3280 29825 SH SOLE 0 0 29825 POWERSHARES EXCHANGE TRADED RUSSELL 200 GRW 739371102 358 7541 SH SOLE 0 0 7541 CREDICORP LTD COM G2519Y108 1801 7933 SH SOLE 0 0 7933 KLA-TENCOR CORP COM 482480100 1446 13267 SH SOLE 0 0 13267 MARATHON PETE CORP COM 56585A102 953 13032 SH SOLE 0 0 13032 CHUBB LIMITED COM H1467J104 843 6162 SH SOLE 0 0 6162 BLACKROCK INC COM 09247X101 1423 2625 SH SOLE 0 0 2625 ALPHABET INC CAP STK CL C 02079K107 245 237 SH SOLE 0 0 237 NVIDIA CORP COM 67066G104 3256 14061 SH SOLE 0 0 14061 GOLDMAN SACHS GROUP INC COM 38141G104 1917 7610 SH SOLE 0 0 7610 EATON CORP PLC SHS G29183103 1001 12531 SH SOLE 0 0 12531 AVERY DENNISON CORP COM 053611109 1245 11721 SH SOLE 0 0 11721 ABBVIE INC COM 00287Y109 2487 26275 SH SOLE 0 0 26275 UNITEDHEALTH GROUP INC COM 91324P102 1250 5840 SH SOLE 0 0 5840 PHILIP MORRIS INTL INC COM 718172109 1296 13037 SH SOLE 0 0 13037 PRUDENTIAL FINL INC COM 744320102 751 7252 SH SOLE 0 0 7252 VALERO ENERGY CORP NEW COM 91913Y100 1486 16020 SH SOLE 0 0 16020 AFLAC INC COM 001055102 904 20659 SH SOLE 0 0 20659 UNITED TECHNOLOGIES CORP COM 913017109 1044 8300 SH SOLE 0 0 8300 AMGEN INC COM 031162100 787 4618 SH SOLE 0 0 4618 LOCKHEED MARTIN CORP COM 539830109 2842 8409 SH SOLE 0 0 8409 ALTRIA GROUP INC COM 02209S103 1884 30232 SH SOLE 0 0 30232 BOEING CO COM 097023105 3284 10016 SH SOLE 0 0 10016 INTEL CORP COM 458140100 1832 35168 SH SOLE 0 0 35168 CISCO SYS INC COM 17275R102 1645 38343 SH SOLE 0 0 38343 APPLE INC COM 037833100 5939 35396 SH SOLE 0 0 35396 VERIZON COMMUNICATIONS INC COM 92343V104 2427 50762 SH SOLE 0 0 50762 MICROSOFT CORP COM 594918104 1393 15259 SH SOLE 0 0 15259 PFIZER INC COM 717081103 1388 39122 SH SOLE 0 0 39122 ALLSTATE CORP COM 020002101 1081 11402 SH SOLE 0 0 11402 JOHNSON & JOHNSON COM 478160104 1099 8575 SH SOLE 0 0 8575 INTERNATIONAL BUSINESS MACHS COM 459200101 1026 6687 SH SOLE 0 0 6687 CONSOLIDATED EDISON INC COM 209115104 265 3400 SH SOLE 0 0 3400 ALPHABET INC CAP STK CL A 02079K305 3188 3074 SH SOLE 0 0 3074 PERKINELMER INC COM 714046109 239 3158 SH SOLE 0 0 3158 PERFORMANCE FOOD GROUP CO COM 71377A103 236 7892 SH SOLE 0 0 7892 AMN HEALTHCARE SERVICES INC COM 001744101 324 5713 SH SOLE 0 0 5713 ORMAT TECHNOLOGIES INC COM 686688102 235 4167 SH SOLE 0 0 4167 BERRY GLOBAL GROUP INC COM 08579W103 247 4502 SH SOLE 0 0 4502 FLEX LTD ORD Y2573F102 260 15916 SH SOLE 0 0 15916 OLLIES BARGAIN OUTLT HLDGS I COM 681116109 464 7700 SH SOLE 0 0 7700 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 274 2325 SH SOLE 0 0 2325 QORVO INC COM 74736K101 309 4389 SH SOLE 0 0 4389 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 428 5117 SH SOLE 0 0 5117 FCB FINL HLDGS INC CL A 30255G103 335 6558 SH SOLE 0 0 6558 CITRIX SYS INC COM 177376100 286 3085 SH SOLE 0 0 3085 CENTENE CORP DEL COM 15135B101 561 5252 SH SOLE 0 0 5252 DOUGLAS DYNAMICS INC COM 25960R105 360 8296 SH SOLE 0 0 8296 SKYWORKS SOLUTIONS INC COM 83088M102 449 4478 SH SOLE 0 0 4478 FACEBOOK INC CL A 30303M102 1131 7078 SH SOLE 0 0 7078 LAM RESEARCH CORP COM 512807108 353 1739 SH SOLE 0 0 1739 ISHARES GOLD TRUST ISHARES 464285105 143 11250 SH SOLE 0 0 11250 ISHARES TR CORE S&P500 ETF 464287200 801 3019 SH SOLE 0 0 3019 ORACLE CORP COM 68389X105 759 16600 SH SOLE 0 0 16600 BRISTOL MYERS SQUIBB CO COM 110122108 282 4452 SH SOLE 0 0 4452 HOME DEPOT INC COM 437076102 320 1797 SH SOLE 0 0 1797 TCW STRATEGIC INCOME FUND IN COM 872340104 141 25250 SH SOLE 0 0 25250 ISHARES TR CORE S&P TTL STK 464287150 225 3725 SH SOLE 0 0 3725 ISHARES TR IBOXX HI YD ETF 464288513 240 2803 SH SOLE 0 0 2803 FIDELITY MSCI FINLS IDX 316092501 266 6583 SH SOLE 0 0 6583 EMERSON ELEC CO COM 291011104 226 3315 SH SOLE 0 0 3315 CPS TECHNOLOGIES CORP COM 12619F104 14 10175 SH SOLE 0 0 10175 BANK AMER CORP COM 060505104 317 10586 SH SOLE 0 0 10586 DISNEY WALT CO COM DISNEY 254687106 224 2235 SH SOLE 0 0 2235 BOOKING HLDGS INC COM 09857L108 1675 805 SH SOLE 0 0 805