Director of Operations

0001738723-22-000002.txt : 20220503 0001738723-22-000002.hdr.sgml : 20220503 20220503161901 ACCESSION NUMBER: 0001738723-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220503 DATE AS OF CHANGE: 20220503 EFFECTIVENESS DATE: 20220503 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: 22887187 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 03-31-2022 03-31-2022 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 Amherst MA 05-03-2022 0 443 209326 false INFORMATION TABLE 2 q1-2022_westbranch.xml AT&T INC COM 00206R102 637 26951 SH SOLE West Branch Capital 0 0 26951 ARK ETF TR GENOMIC REV ETF 00214Q302 1 28 SH SOLE West Branch Capital 0 0 28 ARK ETF TR NEXT GNRTN INTER 00214Q401 4 51 SH SOLE West Branch Capital 0 0 51 ABBOTT LABS COM 002824100 1685 14233 SH SOLE West Branch Capital 0 0 14233 ABBVIE INC COM 00287Y109 4684 28894 SH SOLE West Branch Capital 0 0 28894 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 367 3815 SH SOLE West Branch Capital 0 0 3815 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 259 13939 SH SOLE West Branch Capital 0 0 13939 ACTIVISION BLIZZARD INC COM 00507V109 20 255 SH SOLE West Branch Capital 0 0 255 ADOBE SYSTEMS INCORPORATED COM 00724F101 1791 3932 SH SOLE West Branch Capital 0 0 3932 ADVANSIX INC COM 00773T101 0 3 SH SOLE West Branch Capital 0 0 3 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75 ISHARES TR S&P 500 GRWT ETF 464287309 98 1286 SH SOLE West Branch Capital 0 0 1286 ISHARES TR S&P 500 VAL ETF 464287408 211 1355 SH SOLE West Branch Capital 0 0 1355 ISHARES TR 20 YR TR BD ETF 464287432 54 408 SH SOLE West Branch Capital 0 0 408 ISHARES TR RUS MDCP VAL ETF 464287473 48 404 SH SOLE West Branch Capital 0 0 404 ISHARES TR RUS MD CP GR ETF 464287481 26 256 SH SOLE West Branch Capital 0 0 256 ISHARES TR RUS MID CAP ETF 464287499 60 773 SH SOLE West Branch Capital 0 0 773 ISHARES TR CORE S&P MCP ETF 464287507 112 418 SH SOLE West Branch Capital 0 0 418 ISHARES TR EXPANDED TECH 464287515 1 2 SH SOLE West Branch Capital 0 0 2 ISHARES TR ISHARES SEMICDTR 464287523 237 501 SH SOLE West Branch Capital 0 0 501 ISHARES TR ISHARES BIOTECH 464287556 52 400 SH SOLE West Branch Capital 0 0 400 ISHARES TR RUS 1000 VAL ETF 464287598 175 1057 SH SOLE West Branch Capital 0 0 1057 ISHARES TR S&P MC 400GR ETF 464287606 223 2892 SH SOLE West Branch Capital 0 0 2892 ISHARES TR RUS 1000 GRW 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COM 74340W103 159 983 SH SOLE West Branch Capital 0 0 983 PROSHARES TR LARGE CAP CRE 74347R248 17 320 SH SOLE West Branch Capital 0 0 320 PROSPECT CAP CORP COM 74348T102 17 2018 SH SOLE West Branch Capital 0 0 2018 QUAKER HOUGHTON COM 747316107 8 44 SH SOLE West Branch Capital 0 0 44 QUALCOMM INC COM 747525103 154 1007 SH SOLE West Branch Capital 0 0 1007 QURATE RETAIL INC COM SER A 74915M100 0 35 SH SOLE West Branch Capital 0 0 35 RPM INTL INC COM 749685103 13 155 SH SOLE West Branch Capital 0 0 155 RAPID7 INC COM 753422104 14 130 SH SOLE West Branch Capital 0 0 130 RAYTHEON TECHNOLOGIES CORP COM 75513E101 338 3409 SH SOLE West Branch Capital 0 0 3409 RBC BEARINGS INC COM 75524B104 12 60 SH SOLE West Branch Capital 0 0 60 REALTY INCOME CORP COM 756109104 7 100 SH SOLE West Branch Capital 0 0 100 REAVES UTIL INCOME FD COM SH BEN INT 756158101 126 3649 SH SOLE West Branch Capital 0 0 3649 REMARK HLDGS INC COM 75955K102 0 60 SH SOLE West Branch Capital 0 0 60 RESIDEO TECHNOLOGIES INC COM 76118Y104 0 14 SH SOLE West Branch Capital 0 0 14 RITCHIE BROS AUCTIONEERS COM 767744105 10 175 SH SOLE West Branch Capital 0 0 175 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 50 1000 SH SOLE West Branch Capital 0 0 1000 ROCKWELL AUTOMATION INC COM 773903109 60 213 SH SOLE West Branch Capital 0 0 213 ROKU INC COM CL A 77543R102 1 5 SH SOLE West Branch Capital 0 0 5 SHELL PLC SPON ADS 780259305 71 1300 SH SOLE West Branch Capital 0 0 1300 S&P GLOBAL INC COM 78409V104 39 94 SH SOLE West Branch Capital 0 0 94 SPDR S&P 500 ETF TR TR UNIT 78462F103 9860 21832 SH SOLE West Branch Capital 0 0 21832 SPDR GOLD TR GOLD SHS 78463V107 78 430 SH SOLE West Branch Capital 0 0 430 SPDR SER TR PRTFLO S&P500 GW 78464A409 43 650 SH SOLE West Branch Capital 0 0 650 SPDR SER TR PORTFOLIO SHORT 78464A474 36 1200 SH SOLE West Branch Capital 0 0 1200 SPDR SER TR S&P DIVID ETF 78464A763 5 40 SH SOLE West Branch Capital 0 0 40 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 11 140 SH SOLE West Branch Capital 0 0 140 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 23 65 SH SOLE West Branch Capital 0 0 65 SPDR SER TR PORTFOLIO S&P600 78468R853 98 2341 SH SOLE West Branch Capital 0 0 2341 SALESFORCE COM INC COM 79466L302 1686 7942 SH SOLE West Branch Capital 0 0 7942 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1 17 SH SOLE West Branch Capital 0 0 17 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 176 3546 SH SOLE West Branch Capital 0 0 3546 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 9 64 SH SOLE West Branch Capital 0 0 64 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 90 484 SH SOLE West Branch Capital 0 0 484 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 115 3000 SH SOLE West Branch Capital 0 0 3000 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 63 396 SH SOLE West Branch Capital 0 0 396 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 34 499 SH SOLE West Branch Capital 0 0 499 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 8 112 SH SOLE West Branch Capital 0 0 112 SEMPRA COM 816851109 236 1404 SH SOLE West Branch Capital 0 0 1404 SERVICENOW INC COM 81762P102 60 107 SH SOLE West Branch Capital 0 0 107 SKYWORKS SOLUTIONS INC COM 83088M102 1 5 SH SOLE West Branch Capital 0 0 5 SOUTHERN CO COM 842587107 64 881 SH SOLE West Branch Capital 0 0 881 SOUTHWEST AIRLS CO COM 844741108 12 260 SH SOLE West Branch Capital 0 0 260 SPROTT ETF TRUST GOLD MINERS ETF 85210B102 8 256 SH SOLE West Branch Capital 0 0 256 STAG INDL INC COM 85254J102 9 206 SH SOLE West Branch Capital 0 0 206 STARBUCKS CORP COM 855244109 76 830 SH SOLE West Branch Capital 0 0 830 STARRY GROUP HOLDINGS INC CL A COM 85572U102 25 3000 SH SOLE West Branch Capital 0 0 3000 STATE STR CORP COM 857477103 57 650 SH SOLE West Branch Capital 0 0 650 STITCH FIX INC COM CL A 860897107 1 100 SH SOLE West Branch Capital 0 0 100 STMICROELECTRONICS N V NY REGISTRY 861012102 4 100 SH SOLE West Branch Capital 0 0 100 STRYKER CORPORATION COM 863667101 33 125 SH SOLE West Branch Capital 0 0 125 SUN CMNTYS INC COM 866674104 12 70 SH SOLE West Branch Capital 0 0 70 SUNRUN INC COM 86771W105 1 30 SH SOLE West Branch Capital 0 0 30 SYLVAMO CORP COMMON STOCK 871332102 0 6 SH SOLE West Branch Capital 0 0 6 SYSCO CORP COM 871829107 513 6279 SH SOLE West Branch Capital 0 0 6279 SYSTEM1 INC CL A COM 87200P109 2 115 SH SOLE West Branch Capital 0 0 115 TJX COS INC NEW COM 872540109 9 150 SH SOLE West Branch Capital 0 0 150 T-MOBILE US INC COM 872590104 85 659 SH SOLE West Branch Capital 0 0 659 TARGET CORP COM 87612E106 35 164 SH SOLE West Branch Capital 0 0 164 TARGA RES CORP COM 87612G101 9 117 SH SOLE West Branch Capital 0 0 117 TEKLA LIFE SCIENCES INVS SH BEN INT 87911K100 11 672 SH SOLE West Branch Capital 0 0 672 TELADOC HEALTH INC COM 87918A105 4 49 SH SOLE West Branch Capital 0 0 49 TELEFONICA S A SPONSORED ADR 879382208 6 1215 SH SOLE West Branch Capital 0 0 1215 TESLA INC COM 88160R101 3040 2821 SH SOLE West Branch Capital 0 0 2821 TEXAS INSTRS INC COM 882508104 57 313 SH SOLE West Branch Capital 0 0 313 THERMO FISHER SCIENTIFIC INC COM 883556102 1240 2099 SH SOLE West Branch Capital 0 0 2099 3M CO COM 88579Y101 134 902 SH SOLE West Branch Capital 0 0 902 TORO CO COM 891092108 12 135 SH SOLE West Branch Capital 0 0 135 TRAVELERS COMPANIES INC COM 89417E109 23 125 SH SOLE West Branch Capital 0 0 125 TREEHOUSE FOODS INC COM 89469A104 4 124 SH SOLE West Branch Capital 0 0 124 TWILIO INC CL A 90138F102 2 10 SH SOLE West Branch Capital 0 0 10 TWITTER INC COM 90184L102 0 12 SH SOLE West Branch Capital 0 0 12 TYLER TECHNOLOGIES INC COM 902252105 18 41 SH SOLE West Branch Capital 0 0 41 US BANCORP DEL COM NEW 902973304 91 1717 SH SOLE West Branch Capital 0 0 1717 UBIQUITI INC COM 90353W103 5 17 SH SOLE West Branch Capital 0 0 17 UIPATH INC CL A 90364P105 1 30 SH SOLE West Branch Capital 0 0 30 UNILEVER PLC SPON ADR NEW 904767704 141 3105 SH SOLE West Branch Capital 0 0 3105 UNION BANKSHARES INC COM 905400107 6 200 SH SOLE West Branch Capital 0 0 200 UNION PAC CORP COM 907818108 1471 5383 SH SOLE West Branch Capital 0 0 5383 UNITED PARCEL SERVICE INC CL B 911312106 245 1145 SH SOLE West Branch Capital 0 0 1145 UNITEDHEALTH GROUP INC COM 91324P102 3800 7451 SH SOLE West Branch Capital 0 0 7451 UNUM GROUP COM 91529Y106 85 2709 SH SOLE West Branch Capital 0 0 2709 URBAN EDGE PPTYS COM 91704F104 17 864 SH SOLE West Branch Capital 0 0 864 V F CORP COM 918204108 115 2017 SH SOLE West Branch Capital 0 0 2017 VANECK ETF TRUST PREFERRED SECURT 92189F429 10 501 SH SOLE West Branch Capital 0 0 501 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 45 280 SH SOLE West Branch Capital 0 0 280 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1088 9696 SH SOLE West Branch Capital 0 0 9696 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 152 1500 SH SOLE West Branch Capital 0 0 1500 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 27 87 SH SOLE West Branch Capital 0 0 87 VANGUARD WORLD FDS ENERGY ETF 92204A306 23 216 SH SOLE West Branch Capital 0 0 216 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 4 45 SH SOLE West Branch Capital 0 0 45 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 3 10 SH SOLE West Branch Capital 0 0 10 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 2 12 SH SOLE West Branch Capital 0 0 12 VANGUARD WORLD FDS INF TECH ETF 92204A702 75 179 SH SOLE West Branch Capital 0 0 179 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 10 123 SH SOLE West Branch Capital 0 0 123 VEEVA SYS INC CL A COM 922475108 5 24 SH SOLE West Branch Capital 0 0 24 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 368 886 SH SOLE West Branch Capital 0 0 886 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 36 330 SH SOLE West Branch Capital 0 0 330 VANGUARD INDEX FDS SML CP GRW ETF 922908595 1 5 SH SOLE West Branch Capital 0 0 5 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1831 10405 SH SOLE West Branch Capital 0 0 10405 VANGUARD INDEX FDS MID CAP ETF 922908629 2 10 SH SOLE West Branch Capital 0 0 10 VANGUARD INDEX FDS SMALL CP ETF 922908751 23 106 SH SOLE West Branch Capital 0 0 106 VANGUARD INDEX FDS TOTAL STK MKT 922908769 317 1392 SH SOLE West Branch Capital 0 0 1392 VERIZON COMMUNICATIONS INC COM 92343V104 3233 63460 SH SOLE West Branch Capital 0 0 63460 VERISK ANALYTICS INC COM 92345Y106 6 27 SH SOLE West Branch Capital 0 0 27 VIATRIS INC COM 92556V106 7 618 SH SOLE West Branch Capital 0 0 618 VICI PPTYS INC COM 925652109 0 3 SH SOLE West Branch Capital 0 0 3 VISA INC COM CL A 92826C839 3742 16874 SH SOLE West Branch Capital 0 0 16874 VISTRA CORP COM 92840M102 7 306 SH SOLE West Branch Capital 0 0 306 VMWARE INC CL A COM 928563402 39 345 SH SOLE West Branch Capital 0 0 345 VORNADO RLTY TR SH BEN INT 929042109 72 1594 SH SOLE West Branch Capital 0 0 1594 WEC ENERGY GROUP INC COM 92939U106 103 1032 SH SOLE West Branch Capital 0 0 1032 WABTEC COM 929740108 1 10 SH SOLE West Branch Capital 0 0 10 WALMART INC COM 931142103 2518 16906 SH SOLE West Branch Capital 0 0 16906 WALGREENS BOOTS ALLIANCE INC COM 931427108 103 2307 SH SOLE West Branch Capital 0 0 2307 WASTE MGMT INC DEL COM 94106L109 65 410 SH SOLE West Branch Capital 0 0 410 WATSCO INC COM 942622200 19 63 SH SOLE West Branch Capital 0 0 63 WELLS FARGO CO NEW COM 949746101 546 11261 SH SOLE West Branch Capital 0 0 11261 WEST PHARMACEUTICAL SVSC INC COM 955306105 43 105 SH SOLE West Branch Capital 0 0 105 WESTERN UN CO COM 959802109 5 276 SH SOLE West Branch Capital 0 0 276 WINNEBAGO INDS INC COM 974637100 78 1448 SH SOLE West Branch Capital 0 0 1448 XCEL ENERGY INC COM 98389B100 41 575 SH SOLE West Branch Capital 0 0 575 XEROX HOLDINGS CORP COM NEW 98421M106 29 1447 SH SOLE West Branch Capital 0 0 1447 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 23 56 SH SOLE West Branch Capital 0 0 56 ZOOMINFO TECHNOLOGIES INC COM CL A 98980F104 9 150 SH SOLE West Branch Capital 0 0 150 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 1 5 SH SOLE West Branch Capital 0 0 5 ZYNGA INC CL A 98986T108 1 100 SH SOLE West Branch Capital 0 0 100 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 193 571 SH SOLE West Branch Capital 0 0 571 BROOKFIELD ASSET MGMT REINS CL 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