Director of Operations

0001738723-22-000001.txt : 20220124 0001738723-22-000001.hdr.sgml : 20220124 20220124160012 ACCESSION NUMBER: 0001738723-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220124 DATE AS OF CHANGE: 20220124 EFFECTIVENESS DATE: 20220124 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: 22549270 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 false 0001738723 XXXXXXXX 12-31-2021 12-31-2021 West Branch Capital LLC

9 RESEARCH DRIVE, SUITE 1 PO BOX 2067 AMHERST MA 01004

13F HOLDINGS REPORT 028-18735 N Georgann Ramage Director of Operations 508 255-9800 ext 3 Georgann M Ramage Hyannis MA 01-24-2022 0 469 234945 false INFORMATION TABLE 2 q4-2021_westbranch.xml AFLAC INC COM 001055102 37 641 SH SOLE 0 0 641 AT&T INC COM 00206R102 659 26795 SH SOLE 0 0 26795 ARK ETF TR GENOMIC REV ETF 00214Q302 2 28 SH SOLE 0 0 28 ARK ETF TR NEXT GNRTN INTER 00214Q401 6 50 SH SOLE 0 0 50 ABBOTT LABS COM 002824100 2011 14286 SH SOLE 0 0 14286 ABBVIE INC COM 00287Y109 3944 29130 SH SOLE 0 0 29130 ABERDEEN STD PRECIOUS METALS PHYSCL PM BASKET 003263100 375 4195 SH SOLE 0 0 4195 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 245 13939 SH SOLE 0 0 13939 ACTIVISION BLIZZARD INC COM 00507V109 17 255 SH SOLE 0 0 255 ADOBE SYSTEMS INCORPORATED COM 00724F101 2257 3980 SH SOLE 0 0 3980 ADVANSIX INC COM 00773T101 0 7 SH SOLE 0 0 7 AFFILIATED MANAGERS GROUP IN COM 008252108 5 31 SH SOLE 0 0 31 AGORA INC ADS 00851L103 1 50 SH SOLE 0 0 50 AGILON HEALTH INC COM 00857U107 27 1000 SH 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COM NEW 884903709 37 311 SH SOLE 0 0 311 3M CO COM 88579Y101 251 1413 SH SOLE 0 0 1413 TILRAY INC COM CL 2 88688T100 3 406 SH SOLE 0 0 406 TORO CO COM 891092108 13 135 SH SOLE 0 0 135 TRAVELERS COMPANIES INC COM 89417E109 8 50 SH SOLE 0 0 50 TREEHOUSE FOODS INC COM 89469A104 5 124 SH SOLE 0 0 124 TWILIO INC CL A 90138F102 3 10 SH SOLE 0 0 10 TWITTER INC COM 90184L102 1 12 SH SOLE 0 0 12 TYLER TECHNOLOGIES INC COM 902252105 22 41 SH SOLE 0 0 41 US BANCORP DEL COM NEW 902973304 96 1717 SH SOLE 0 0 1717 UBIQUITI INC COM 90353W103 5 17 SH SOLE 0 0 17 UIPATH INC CL A 90364P105 1 30 SH SOLE 0 0 30 UNILEVER PLC SPON ADR NEW 904767704 162 3004 SH SOLE 0 0 3004 UNION BANKSHARES INC COM 905400107 6 200 SH SOLE 0 0 200 UNION PAC CORP COM 907818108 1392 5527 SH SOLE 0 0 5527 UNITED PARCEL SERVICE INC CL B 911312106 244 1139 SH SOLE 0 0 1139 UNITEDHEALTH GROUP INC COM 91324P102 4007 7979 SH SOLE 0 0 7979 UNUM GROUP COM 91529Y106 67 2709 SH SOLE 0 0 2709 URBAN EDGE PPTYS COM 91704F104 16 864 SH SOLE 0 0 864 V F CORP COM 918204108 160 2192 SH SOLE 0 0 2192 VANECK ETF TRUST PREFERRED SECURT 92189F429 11 501 SH SOLE 0 0 501 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 202 2657 SH SOLE 0 0 2657 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 48 280 SH SOLE 0 0 280 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1123 10013 SH SOLE 0 0 10013 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 161 1500 SH SOLE 0 0 1500 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 27 78 SH SOLE 0 0 78 VANGUARD WORLD FDS ENERGY ETF 92204A306 14 176 SH SOLE 0 0 176 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 4 45 SH SOLE 0 0 45 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3 10 SH SOLE 0 0 10 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 2 12 SH SOLE 0 0 12 VANGUARD WORLD FDS INF TECH ETF 92204A702 82 179 SH SOLE 0 0 179 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10 123 SH SOLE 0 0 123 VEEVA SYS INC CL A COM 922475108 6 24 SH SOLE 0 0 24 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 280 640 SH SOLE 0 0 640 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 38 330 SH SOLE 0 0 330 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1 5 SH SOLE 0 0 5 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1941 10853 SH SOLE 0 0 10853 VANGUARD INDEX FDS MID CAP ETF 922908629 3 10 SH SOLE 0 0 10 VANGUARD INDEX FDS SMALL CP ETF 922908751 19 85 SH SOLE 0 0 85 VANGUARD INDEX FDS TOTAL STK MKT 922908769 410 1697 SH SOLE 0 0 1697 VERIZON COMMUNICATIONS INC COM 92343V104 3392 65275 SH SOLE 0 0 65275 VERISK ANALYTICS INC COM 92345Y106 6 27 SH SOLE 0 0 27 VERTEX PHARMACEUTICALS INC COM 92532F100 9 40 SH SOLE 0 0 40 VIATRIS INC COM 92556V106 10 734 SH SOLE 0 0 734 VICI PPTYS INC COM 925652109 0 3 SH SOLE 0 0 3 VISA INC COM CL A 92826C839 3884 17923 SH SOLE 0 0 17923 VISTRA CORP COM 92840M102 7 306 SH SOLE 0 0 306 VMWARE INC CL A COM 928563402 40 345 SH SOLE 0 0 345 VORNADO RLTY TR SH BEN INT 929042109 67 1594 SH SOLE 0 0 1594 WEC ENERGY GROUP INC COM 92939U106 100 1032 SH SOLE 0 0 1032 WABTEC COM 929740108 1 10 SH SOLE 0 0 10 WALMART INC COM 931142103 2522 17429 SH SOLE 0 0 17429 WALGREENS BOOTS ALLIANCE INC COM 931427108 120 2307 SH SOLE 0 0 2307 WASTE MGMT INC DEL COM 94106L109 68 410 SH SOLE 0 0 410 WATSCO INC COM 942622200 20 63 SH SOLE 0 0 63 WELLS FARGO CO NEW COM 949746101 588 12250 SH SOLE 0 0 12250 WEST PHARMACEUTICAL SVSC INC COM 955306105 49 105 SH SOLE 0 0 105 WESTERN UN CO COM 959802109 5 276 SH SOLE 0 0 276 WINNEBAGO INDS INC COM 974637100 108 1448 SH SOLE 0 0 1448 XCEL ENERGY INC COM 98389B100 39 575 SH SOLE 0 0 575 XEROX HOLDINGS CORP COM NEW 98421M106 33 1447 SH SOLE 0 0 1447 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 33 56 SH SOLE 0 0 56 ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 10 150 SH SOLE 0 0 150 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1 5 SH SOLE 0 0 5 ZYNGA INC CL A 98986T108 1 100 SH SOLE 0 0 100 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 202 487 SH SOLE 0 0 487 BROOKFIELD ASSET MGMT REINS CL A EXCH LT VTG G16169107 5 81 SH SOLE 0 0 81 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT G16258108 2 51 SH SOLE 0 0 51 EATON CORP PLC SHS G29183103 417 2411 SH SOLE 0 0 2411 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 5 600 SH SOLE 0 0 600 IHS MARKIT LTD SHS G47567105 7 51 SH SOLE 0 0 51 LIBERTY GLOBAL PLC SHS CL C G5480U120 1 21 SH SOLE 0 0 21 LINDE PLC SHS G5494J103 74 214 SH SOLE 0 0 214 MEDTRONIC PLC SHS G5960L103 48 463 SH SOLE 0 0 463 PAYSAFE LIMITED ORD G6964L107 1 272 SH SOLE 0 0 272 RENAISSANCERE HLDGS LTD COM G7496G103 54 317 SH SOLE 0 0 317 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 77 681 SH SOLE 0 0 681 STERIS PLC SHS USD G8473T100 17 70 SH SOLE 0 0 70 TRANE TECHNOLOGIES PLC SHS G8994E103 30 150 SH SOLE 0 0 150 TREBIA ACQUISITION CORP COM CL A G9027T109 1 115 SH SOLE 0 0 115 CHUBB LIMITED COM H1467J104 98 508 SH SOLE 0 0 508 CRISPR THERAPEUTICS AG NAMEN AKT H17182108 4 50 SH SOLE 0 0 50 GLOBANT S A COM L44385109 11 35 SH SOLE 0 0 35