0001738723-24-000005.txt : 20241018
0001738723-24-000005.hdr.sgml : 20241018
20241018134647
ACCESSION NUMBER: 0001738723-24-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241018
DATE AS OF CHANGE: 20241018
EFFECTIVENESS DATE: 20241018
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Branch Capital LLC
CENTRAL INDEX KEY: 0001738723
ORGANIZATION NAME:
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: 241379987
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
X0202
13F-HR
LIVE
false
true
false
0001738723
XXXXXXXX
09-30-2024
09-30-2024
West Branch Capital LLC
9 RESEARCH DRIVE, SUITE 1
PO BOX 2067
AMHERST
MA
01004
13F HOLDINGS REPORT
028-18735
000133813
N
Georgann Ramage
Director of Operations
508 255-9800
Georgann Ramage
Amherst
MA
10-18-2024
0
627
289222535
false
INFORMATION TABLE
2
3q-2024_westbranch.xml
3M CO
COM
88579Y101
137
1
SH
SOLE
West Branch Capital
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0
1
ABBOTT LABS
COM
002824100
1748290
15335
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SOLE
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0
0
15335
ABBVIE INC
COM
00287Y109
5849512
29621
SH
SOLE
West Branch Capital
0
0
29621
ABRDN PRECIOUS METALS BASKET
PHYSCL PRECS MET
003263100
339304
2995
SH
SOLE
West Branch Capital
0
0
2995
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
781341
2210
SH
SOLE
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0
0
2210
ADAPTHEALTH CORP
COMMON STOCK
00653Q102
3538
315
SH
SOLE
West Branch Capital
0
0
315
ADOBE INC
COM
00724F101
2311197
4464
SH
SOLE
West Branch Capital
0
0
4464
ADVANCE AUTO PARTS INC
COM
00751Y106
2847
73
SH
SOLE
West Branch Capital
0
0
73
ADVANCED MICRO DEVICES INC
COM
007903107
584946
3565
SH
SOLE
West Branch Capital
0
0
3565
ADVANSIX INC
COM
00773T101
122
4
SH
SOLE
West Branch Capital
0
0
4
AES CORP
COM
00130H105
201
10
SH
SOLE
West Branch Capital
0
0
10
AFLAC INC
COM
001055102
51159
458
SH
SOLE
West Branch Capital
0
0
458
AGILON HEALTH INC
COM
00857U107
60688
15442
SH
SOLE
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0
0
15442
AGNICO EAGLE MINES LTD
COM
008474108
8137
101
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SOLE
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0
0
101
AGORA INC
ADS
00851L103
121
50
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SOLE
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0
0
50
AIR PRODS & CHEMS INC
COM
009158106
113737
382
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SOLE
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0
0
382
AIRBNB INC
COM CL A
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33282
262
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SOLE
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0
262
ALEXANDRIA REAL ESTATE EQ IN
COM
015271109
4750
40
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SOLE
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0
0
40
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
10612
100
SH
SOLE
West Branch Capital
0
0
100
ALIGHT INC
COM CL A
01626W101
770
104
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SOLE
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0
0
104
ALLIANT ENERGY CORP
COM
018802108
183
3
SH
SOLE
West Branch Capital
0
0
3
ALLSTATE CORP
COM
020002101
65619
346
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SOLE
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0
0
346
ALPHABET INC
CAP STK CL A
02079K305
14056178
84752
SH
SOLE
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0
0
84752
ALPHABET INC
CAP STK CL C
02079K107
1186338
7096
SH
SOLE
West Branch Capital
0
0
7096
ALTRIA GROUP INC
COM
02209S103
61555
1206
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SOLE
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0
0
1206
AMAZON COM INC
COM
023135106
15422418
82769
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SOLE
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0
0
82769
AMCOR PLC
ORD
G0250X107
102
9
SH
SOLE
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0
0
9
AMDOCS LTD
SHS
G02602103
88
1
SH
SOLE
West Branch Capital
0
0
1
AMER SPORTS INC
COM SHS
G0260P102
108
7
SH
SOLE
West Branch Capital
0
0
7
AMEREN CORP
COM
023608102
175
2
SH
SOLE
West Branch Capital
0
0
2
AMERICA MOVIL SAB DE CV
SPON ADS RP CL B
02390A101
4908
300
SH
SOLE
West Branch Capital
0
0
300
AMERICAN EAGLE OUTFITTERS IN
COM
02553E106
90
4
SH
SOLE
West Branch Capital
0
0
4
AMERICAN ELEC PWR CO INC
COM
025537101
11594
113
SH
SOLE
West Branch Capital
0
0
113
AMERICAN EXPRESS CO
COM
025816109
240555
887
SH
SOLE
West Branch Capital
0
0
887
AMERICAN INTL GROUP INC
COM NEW
026874784
293
4
SH
SOLE
West Branch Capital
0
0
4
AMERICAN TOWER CORP NEW
COM
03027X100
56803
244
SH
SOLE
West Branch Capital
0
0
244
AMERICAN WTR WKS CO INC NEW
COM
030420103
45774
313
SH
SOLE
West Branch Capital
0
0
313
AMERIPRISE FINL INC
COM
03076C106
71881
153
SH
SOLE
West Branch Capital
0
0
153
AMETEK INC
COM
031100100
172
1
SH
SOLE
West Branch Capital
0
0
1
AMGEN INC
COM
031162100
470452
1460
SH
SOLE
West Branch Capital
0
0
1460
AMMO INC
COM
00175J107
3514
2457
SH
SOLE
West Branch Capital
0
0
2457
ANALOG DEVICES INC
COM
032654105
30153
131
SH
SOLE
West Branch Capital
0
0
131
ANNALY CAPITAL MANAGEMENT IN
COM NEW
035710839
14874
741
SH
SOLE
West Branch Capital
0
0
741
APOLLO COML REAL EST FIN INC
COM
03762U105
2436
265
SH
SOLE
West Branch Capital
0
0
265
APPLE INC
COM
037833100
35588997
152742
SH
SOLE
West Branch Capital
0
0
152742
APPLIED MATLS INC
COM
038222105
90522
448
SH
SOLE
West Branch Capital
0
0
448
APTIV PLC
SHS
G6095L109
39
1
SH
SOLE
West Branch Capital
0
0
1
ARCHER DANIELS MIDLAND CO
COM
039483102
53408
894
SH
SOLE
West Branch Capital
0
0
894
ARES CAPITAL CORP
COM
04010L103
5738
274
SH
SOLE
West Branch Capital
0
0
274
ARES MANAGEMENT CORPORATION
CL A COM STK
03990B101
156
1
SH
SOLE
West Branch Capital
0
0
1
ARGENX SE
SPONSORED ADR
04016X101
76
0
SH
SOLE
West Branch Capital
0
0
0
ARISTA NETWORKS INC
COM
040413106
219
1
SH
SOLE
West Branch Capital
0
0
1
ARK ETF TR
GENOMIC REV ETF
00214Q302
727
28
SH
SOLE
West Branch Capital
0
0
28
ARK ETF TR
NEXT GNRTN INTER
00214Q401
4375
51
SH
SOLE
West Branch Capital
0
0
51
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
350
0
SH
SOLE
West Branch Capital
0
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
611
8
SH
SOLE
West Branch Capital
0
0
8
ASTRONICS CORP
COM
046433108
111036
5700
SH
SOLE
West Branch Capital
0
0
5700
AT&T INC
COM
00206R102
93516
4251
SH
SOLE
West Branch Capital
0
0
4251
AUTOMATIC DATA PROCESSING IN
COM
053015103
1025281
3705
SH
SOLE
West Branch Capital
0
0
3705
AUTOZONE INC
COM
053332102
189
0
SH
SOLE
West Branch Capital
0
0
0
B2GOLD CORP
COM
11777Q209
5116
1661
SH
SOLE
West Branch Capital
0
0
1661
BANCO BILBAO VIZCAYA ARGENTA
SPONSORED ADR
05946K101
51
5
SH
SOLE
West Branch Capital
0
0
5
BANCO SANTANDER S.A.
ADR
05964H105
191
37
SH
SOLE
West Branch Capital
0
0
37
BANK AMERICA CORP
COM
060505104
1760341
44363
SH
SOLE
West Branch Capital
0
0
44363
BARCLAYS PLC
ADR
06738E204
71
6
SH
SOLE
West Branch Capital
0
0
6
BARNES GROUP INC
COM
067806109
5456
135
SH
SOLE
West Branch Capital
0
0
135
BAXTER INTL INC
COM
071813109
38
1
SH
SOLE
West Branch Capital
0
0
1
BECTON DICKINSON & CO
COM
075887109
4822
20
SH
SOLE
West Branch Capital
0
0
20
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1459485
3171
SH
SOLE
West Branch Capital
0
0
3171
BEST BUY INC
COM
086516101
104
1
SH
SOLE
West Branch Capital
0
0
1
BHP GROUP LTD
SPONSORED ADS
088606108
68
1
SH
SOLE
West Branch Capital
0
0
1
BIO RAD LABS INC
CL A
090572207
7696
23
SH
SOLE
West Branch Capital
0
0
23
BJS WHSL CLUB HLDGS INC
COM
05550J101
83
1
SH
SOLE
West Branch Capital
0
0
1
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
7474
621
SH
SOLE
West Branch Capital
0
0
621
BLACKROCK INC
COM
09247X101
1176364
1239
SH
SOLE
West Branch Capital
0
0
1239
BLACKSTONE INC
COM
09260D107
154
1
SH
SOLE
West Branch Capital
0
0
1
BLOCK H & R INC
COM
093671105
509
8
SH
SOLE
West Branch Capital
0
0
8
BOEING CO
COM
097023105
609
4
SH
SOLE
West Branch Capital
0
0
4
BOOKING HOLDINGS INC
COM
09857L108
1609186
382
SH
SOLE
West Branch Capital
0
0
382
BOOZ ALLEN HAMILTON HLDG COR
CL A
099502106
29297
180
SH
SOLE
West Branch Capital
0
0
180
BOSTON BEER INC
CL A
100557107
14457
50
SH
SOLE
West Branch Capital
0
0
50
BOSTON OMAHA CORP
CL A COM STK
101044105
149
10
SH
SOLE
West Branch Capital
0
0
10
BOSTON SCIENTIFIC CORP
COM
101137107
503
6
SH
SOLE
West Branch Capital
0
0
6
BP PLC
SPONSORED ADR
055622104
28331
903
SH
SOLE
West Branch Capital
0
0
903
BRIGHTHOUSE FINL INC
COM
10922N103
2027
45
SH
SOLE
West Branch Capital
0
0
45
BRISTOL-MYERS SQUIBB CO
COM
110122108
148110
2863
SH
SOLE
West Branch Capital
0
0
2863
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
197
5
SH
SOLE
West Branch Capital
0
0
5
BROADCOM INC
COM
11135F101
4384584
25418
SH
SOLE
West Branch Capital
0
0
25418
BROADRIDGE FINL SOLUTIONS IN
COM
11133T103
10752
50
SH
SOLE
West Branch Capital
0
0
50
BROOKFIELD RENEWABLE PARTNER
PARTNERSHIP UNIT
G16258108
1438
51
SH
SOLE
West Branch Capital
0
0
51
BUNGE GLOBAL SA
COM SHS
H11356104
9814
102
SH
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West Branch Capital
0
0
102
BURLINGTON STORES INC
COM
122017106
10276
39
SH
SOLE
West Branch Capital
0
0
39
CADENCE DESIGN SYSTEM INC
COM
127387108
272
1
SH
SOLE
West Branch Capital
0
0
1
CAMECO CORP
COM
13321L108
34
1
SH
SOLE
West Branch Capital
0
0
1
CANADIAN NAT RES LTD
COM
136385101
56
2
SH
SOLE
West Branch Capital
0
0
2
CANADIAN NATL RY CO
COM
136375102
111293
950
SH
SOLE
West Branch Capital
0
0
950
CANADIAN PACIFIC KANSAS CITY
COM
13646K108
36
0
SH
SOLE
West Branch Capital
0
0
0
CAPITAL ONE FINL CORP
COM
14040H105
7337
49
SH
SOLE
West Branch Capital
0
0
49
CARDINAL HEALTH INC
COM
14149Y108
16689
151
SH
SOLE
West Branch Capital
0
0
151
CARNIVAL CORP
UNIT 99/99/9999
143658300
1904
103
SH
SOLE
West Branch Capital
0
0
103
CARRIER GLOBAL CORPORATION
COM
14448C104
47490
590
SH
SOLE
West Branch Capital
0
0
590
CARVANA CO
CL A
146869102
115
1
SH
SOLE
West Branch Capital
0
0
1
CATALENT INC
COM
148806102
10297
170
SH
SOLE
West Branch Capital
0
0
170
CATERPILLAR INC
COM
149123101
188235
481
SH
SOLE
West Branch Capital
0
0
481
CBRE GROUP INC
CL A
12504L109
125
1
SH
SOLE
West Branch Capital
0
0
1
CENTENE CORP DEL
COM
15135B101
81755
1086
SH
SOLE
West Branch Capital
0
0
1086
CF INDS HLDGS INC
COM
125269100
172
2
SH
SOLE
West Branch Capital
0
0
2
CHARTER COMMUNICATIONS INC N
CL A
16119P108
39
0
SH
SOLE
West Branch Capital
0
0
0
CHENIERE ENERGY INC
COM NEW
16411R208
225
1
SH
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West Branch Capital
0
0
1
CHEVRON CORP NEW
COM
166764100
1204407
8178
SH
SOLE
West Branch Capital
0
0
8178
CHUBB LIMITED
COM
H1467J104
16727
58
SH
SOLE
West Branch Capital
0
0
58
CINTAS CORP
COM
172908105
824
4
SH
SOLE
West Branch Capital
0
0
4
CISCO SYS INC
COM
17275R102
2141548
40240
SH
SOLE
West Branch Capital
0
0
40240
CITIGROUP INC
COM NEW
172967424
123682
1976
SH
SOLE
West Branch Capital
0
0
1976
CITIZENS FINL GROUP INC
COM
174610105
124
3
SH
SOLE
West Branch Capital
0
0
3
CLOROX CO DEL
COM
189054109
121914
748
SH
SOLE
West Branch Capital
0
0
748
CLOUDFLARE INC
CL A COM
18915M107
1942
24
SH
SOLE
West Branch Capital
0
0
24
CMS ENERGY CORP
COM
125896100
71
1
SH
SOLE
West Branch Capital
0
0
1
COCA COLA CO
COM
191216100
2225628
30972
SH
SOLE
West Branch Capital
0
0
30972
COCA-COLA EUROPACIFIC PARTNE
SHS
G25839104
394
5
SH
SOLE
West Branch Capital
0
0
5
COGNEX CORP
COM
192422103
6885
170
SH
SOLE
West Branch Capital
0
0
170
COLGATE PALMOLIVE CO
COM
194162103
57200
551
SH
SOLE
West Branch Capital
0
0
551
COMCAST CORP NEW
CL A
20030N101
2200
53
SH
SOLE
West Branch Capital
0
0
53
CONAGRA BRANDS INC
COM
205887102
23317
717
SH
SOLE
West Branch Capital
0
0
717
CONOCOPHILLIPS
COM
20825C104
23688
225
SH
SOLE
West Branch Capital
0
0
225
CONSOLIDATED EDISON INC
COM
209115104
166713
1601
SH
SOLE
West Branch Capital
0
0
1601
CONSTELLATION ENERGY CORP
COM
21037T109
261
1
SH
SOLE
West Branch Capital
0
0
1
COPART INC
COM
217204106
20960
400
SH
SOLE
West Branch Capital
0
0
400
CORNING INC
COM
219350105
496855
11005
SH
SOLE
West Branch Capital
0
0
11005
COSTAR GROUP INC
COM
22160N109
7586
101
SH
SOLE
West Branch Capital
0
0
101
COSTCO WHSL CORP NEW
COM
22160K105
2645596
2984
SH
SOLE
West Branch Capital
0
0
2984
CRANE NXT CO
COM
224441105
113
2
SH
SOLE
West Branch Capital
0
0
2
CRH PLC
ORD
G25508105
55
1
SH
SOLE
West Branch Capital
0
0
1
CROWDSTRIKE HLDGS INC
CL A
22788C105
283275
1010
SH
SOLE
West Branch Capital
0
0
1010
CROWN CASTLE INC
COM
22822V101
16447
139
SH
SOLE
West Branch Capital
0
0
139
CROWN HLDGS INC
COM
228368106
124
1
SH
SOLE
West Branch Capital
0
0
1
CSX CORP
COM
126408103
344793
9985
SH
SOLE
West Branch Capital
0
0
9985
CULLEN FROST BANKERS INC
COM
229899109
112
1
SH
SOLE
West Branch Capital
0
0
1
CVS HEALTH CORP
COM
126650100
34522
549
SH
SOLE
West Branch Capital
0
0
549
DANAHER CORPORATION
COM
235851102
315042
1133
SH
SOLE
West Branch Capital
0
0
1133
DARDEN RESTAURANTS INC
COM
237194105
22322
136
SH
SOLE
West Branch Capital
0
0
136
DATADOG INC
CL A COM
23804L103
2417
21
SH
SOLE
West Branch Capital
0
0
21
DEERE & CO
COM
244199105
122
0
SH
SOLE
West Branch Capital
0
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
515
10
SH
SOLE
West Branch Capital
0
0
10
DEUTSCHE BANK A G
NAMEN AKT
D18190898
36
2
SH
SOLE
West Branch Capital
0
0
2
DEVON ENERGY CORP NEW
COM
25179M103
27463
702
SH
SOLE
West Branch Capital
0
0
702
DEXCOM INC
COM
252131107
202
3
SH
SOLE
West Branch Capital
0
0
3
DIAGEO PLC
SPON ADR NEW
25243Q205
89
1
SH
SOLE
West Branch Capital
0
0
1
DIGITAL RLTY TR INC
COM
253868103
162
1
SH
SOLE
West Branch Capital
0
0
1
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
3427
125
SH
SOLE
West Branch Capital
0
0
125
DISNEY WALT CO
COM
254687106
370
4
SH
SOLE
West Branch Capital
0
0
4
DOMINION ENERGY INC
COM
25746U109
347
6
SH
SOLE
West Branch Capital
0
0
6
DOUGLAS DYNAMICS INC
COM
25960R105
47300
1715
SH
SOLE
West Branch Capital
0
0
1715
DOW INC
COM
260557103
5846
107
SH
SOLE
West Branch Capital
0
0
107
DRAFTKINGS INC NEW
COM CL A
26142V105
11016
281
SH
SOLE
West Branch Capital
0
0
281
DUKE ENERGY CORP NEW
COM NEW
26441C204
234521
2034
SH
SOLE
West Branch Capital
0
0
2034
DULUTH HLDGS INC
COM CL B
26443V101
2223
591
SH
SOLE
West Branch Capital
0
0
591
DUPONT DE NEMOURS INC
COM
26614N102
5793
65
SH
SOLE
West Branch Capital
0
0
65
EATON CORP PLC
SHS
G29183103
632388
1908
SH
SOLE
West Branch Capital
0
0
1908
EATON VANCE LTD DURATION INC
COM
27828H105
21878
2082
SH
SOLE
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0
0
2082
EATON VANCE MUN BD FD
COM
27827X101
10760
1000
SH
SOLE
West Branch Capital
0
0
1000
EDISON INTL
COM
281020107
262
3
SH
SOLE
West Branch Capital
0
0
3
ELANCO ANIMAL HEALTH INC
COM
28414H103
2557
174
SH
SOLE
West Branch Capital
0
0
174
ELASTIC N V
ORD SHS
N14506104
5143
67
SH
SOLE
West Branch Capital
0
0
67
ELEVANCE HEALTH INC
COM
036752103
520
1
SH
SOLE
West Branch Capital
0
0
1
ELI LILLY & CO
COM
532457108
3997197
4512
SH
SOLE
West Branch Capital
0
0
4512
EMBRAER S.A.
SPONSORED ADS
29082A107
107
3
SH
SOLE
West Branch Capital
0
0
3
EMERSON ELEC CO
COM
291011104
112652
1030
SH
SOLE
West Branch Capital
0
0
1030
ENI S P A
SPONSORED ADR
26874R108
38
1
SH
SOLE
West Branch Capital
0
0
1
ENTEGRIS INC
COM
29362U104
25882
230
SH
SOLE
West Branch Capital
0
0
230
ENTERPRISE PRODS PARTNERS L
COM
293792107
7424
255
SH
SOLE
West Branch Capital
0
0
255
EPAM SYS INC
COM
29414B104
5971
30
SH
SOLE
West Branch Capital
0
0
30
EPR PPTYS
COM SH BEN INT
26884U109
3335
68
SH
SOLE
West Branch Capital
0
0
68
EQUINIX INC
COM
29444U700
63
0
SH
SOLE
West Branch Capital
0
0
0
EQUINOR ASA
SPONSORED ADR
29446M102
57
2
SH
SOLE
West Branch Capital
0
0
2
EQUITY RESIDENTIAL
SH BEN INT
29476L107
44676
600
SH
SOLE
West Branch Capital
0
0
600
ETF SER SOLUTIONS
DEFIANCE CONNECT
26922A289
182
4
SH
SOLE
West Branch Capital
0
0
4
ETFS GOLD TR
PHYSCL GOLD SHS
00326A104
282788
11253
SH
SOLE
West Branch Capital
0
0
11253
ETSY INC
COM
29786A106
611
11
SH
SOLE
West Branch Capital
0
0
11
EVERGY INC
COM
30034W106
249
4
SH
SOLE
West Branch Capital
0
0
4
EVERI HLDGS INC
COM
30034T103
35807
2725
SH
SOLE
West Branch Capital
0
0
2725
EVERSOURCE ENERGY
COM
30040W108
32596
479
SH
SOLE
West Branch Capital
0
0
479
EXACT SCIENCES CORP
COM
30063P105
45
1
SH
SOLE
West Branch Capital
0
0
1
EXELON CORP
COM
30161N101
45
1
SH
SOLE
West Branch Capital
0
0
1
EXPEDIA GROUP INC
COM NEW
30212P303
149
1
SH
SOLE
West Branch Capital
0
0
1
EXPEDITORS INTL WASH INC
COM
302130109
132
1
SH
SOLE
West Branch Capital
0
0
1
EXPONENT INC
COM
30214U102
19598
170
SH
SOLE
West Branch Capital
0
0
170
EXXON MOBIL CORP
COM
30231G102
3292974
28092
SH
SOLE
West Branch Capital
0
0
28092
F&G ANNUITIES & LIFE INC
COMMON STOCK
30190A104
716
16
SH
SOLE
West Branch Capital
0
0
16
FACTSET RESH SYS INC
COM
303075105
12876
28
SH
SOLE
West Branch Capital
0
0
28
FASTENAL CO
COM
311900104
7571
106
SH
SOLE
West Branch Capital
0
0
106
FASTLY INC
CL A
31188V100
197
26
SH
SOLE
West Branch Capital
0
0
26
FEDEX CORP
COM
31428X106
6336
23
SH
SOLE
West Branch Capital
0
0
23
FERGUSON ENTERPRISES INC
COMMON STOCK NEW
31488V107
60
0
SH
SOLE
West Branch Capital
0
0
0
FIDELITY COVINGTON TRUST
MSCI FINLS IDX
316092501
110470
1730
SH
SOLE
West Branch Capital
0
0
1730
FIDELITY COVINGTON TRUST
MSCI HLTH CARE I
316092600
85
1
SH
SOLE
West Branch Capital
0
0
1
FIDELITY COVINGTON TRUST
MSCI INFO TECH I
316092808
11029
63
SH
SOLE
West Branch Capital
0
0
63
FIDELITY NATIONAL FINANCIAL
FNF GROUP COM
31620R303
125
2
SH
SOLE
West Branch Capital
0
0
2
FIDELITY NATL INFORMATION SV
COM
31620M106
7119
85
SH
SOLE
West Branch Capital
0
0
85
FIFTH THIRD BANCORP
COM
316773100
86
2
SH
SOLE
West Branch Capital
0
0
2
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
33734X192
34258
335
SH
SOLE
West Branch Capital
0
0
335
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
76259
360
SH
SOLE
West Branch Capital
0
0
360
FIRST TR EXCHNG TRADED FD VI
FT ENERGY INCOME
33740F276
114378
5911
SH
SOLE
West Branch Capital
0
0
5911
FIRSTENERGY CORP
COM
337932107
45
1
SH
SOLE
West Branch Capital
0
0
1
FISERV INC
COM
337738108
21558
120
SH
SOLE
West Branch Capital
0
0
120
FIVE BELOW INC
COM
33829M101
6627
75
SH
SOLE
West Branch Capital
0
0
75
FLAHERTY & CRUMRINE PFD INCO
COM
33848E106
20504
2179
SH
SOLE
West Branch Capital
0
0
2179
FLUTTER ENTMT PLC
SHS
G3643J108
145
1
SH
SOLE
West Branch Capital
0
0
1
FORD MTR CO
COM
345370860
169
16
SH
SOLE
West Branch Capital
0
0
16
FRANCO NEV CORP
COM
351858105
37
0
SH
SOLE
West Branch Capital
0
0
0
FRONTIER GROUP HLDGS INC
COM
35909R108
3323
621
SH
SOLE
West Branch Capital
0
0
621
FULL HSE RESORTS INC
COM
359678109
10040
2000
SH
SOLE
West Branch Capital
0
0
2000
GALLAGHER ARTHUR J & CO
COM
363576109
241416
858
SH
SOLE
West Branch Capital
0
0
858
GAMING & LEISURE PPTYS INC
COM
36467J108
39
1
SH
SOLE
West Branch Capital
0
0
1
GARMIN LTD
SHS
H2906T109
177
1
SH
SOLE
West Branch Capital
0
0
1
GARTNER INC
COM
366651107
32940
65
SH
SOLE
West Branch Capital
0
0
65
GE AEROSPACE
COM NEW
369604301
196124
1040
SH
SOLE
West Branch Capital
0
0
1040
GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
7884
84
SH
SOLE
West Branch Capital
0
0
84
GE VERNOVA INC
COM
36828A101
20144
79
SH
SOLE
West Branch Capital
0
0
79
GEN DIGITAL INC
COM
668771108
385
14
SH
SOLE
West Branch Capital
0
0
14
GENERAL DYNAMICS CORP
COM
369550108
136595
452
SH
SOLE
West Branch Capital
0
0
452
GENERAL MLS INC
COM
370334104
6196
84
SH
SOLE
West Branch Capital
0
0
84
GENERAL MTRS CO
COM
37045V100
304460
6790
SH
SOLE
West Branch Capital
0
0
6790
GENUINE PARTS CO
COM
372460105
112722
807
SH
SOLE
West Branch Capital
0
0
807
GILEAD SCIENCES INC
COM
375558103
599641
7152
SH
SOLE
West Branch Capital
0
0
7152
GLOBAL PMTS INC
COM
37940X102
41
0
SH
SOLE
West Branch Capital
0
0
0
GLOBANT S A
COM
L44385109
6935
35
SH
SOLE
West Branch Capital
0
0
35
GOLDMAN SACHS GROUP INC
COM
38141G104
30202
61
SH
SOLE
West Branch Capital
0
0
61
GOODYEAR TIRE & RUBR CO
COM
382550101
2912
329
SH
SOLE
West Branch Capital
0
0
329
GRACO INC
COM
384109104
10064
115
SH
SOLE
West Branch Capital
0
0
115
GREENLIGHT CAPITAL RE LTD
CLASS A
G4095J109
8190
600
SH
SOLE
West Branch Capital
0
0
600
GSK PLC
SPONSORED ADR
37733W204
307
7
SH
SOLE
West Branch Capital
0
0
7
GUARDANT HEALTH INC
COM
40131M109
46
2
SH
SOLE
West Branch Capital
0
0
2
HALEON PLC
SPON ADS
405552100
18133
1714
SH
SOLE
West Branch Capital
0
0
1714
HARTFORD FINL SVCS GROUP INC
COM
416515104
118
1
SH
SOLE
West Branch Capital
0
0
1
HDFC BANK LTD
SPONSORED ADS
40415F101
101
2
SH
SOLE
West Branch Capital
0
0
2
HEICO CORP NEW
CL A
422806208
408
2
SH
SOLE
West Branch Capital
0
0
2
HEICO CORP NEW
COM
422806109
10460
40
SH
SOLE
West Branch Capital
0
0
40
HERSHEY CO
COM
427866108
20713
108
SH
SOLE
West Branch Capital
0
0
108
HESS CORP
COM
42809H107
89
1
SH
SOLE
West Branch Capital
0
0
1
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
4092
200
SH
SOLE
West Branch Capital
0
0
200
HOLOGIC INC
COM
436440101
163
2
SH
SOLE
West Branch Capital
0
0
2
HOME DEPOT INC
COM
437076102
4960132
12241
SH
SOLE
West Branch Capital
0
0
12241
HONDA MOTOR LTD
ADR ECH CNV IN 3
438128308
42
1
SH
SOLE
West Branch Capital
0
0
1
HONEYWELL INTL INC
COM
438516106
69455
336
SH
SOLE
West Branch Capital
0
0
336
HORMEL FOODS CORP
COM
440452100
32
1
SH
SOLE
West Branch Capital
0
0
1
HOST HOTELS & RESORTS INC
COM
44107P104
31
2
SH
SOLE
West Branch Capital
0
0
2
HOWMET AEROSPACE INC
COM
443201108
101
1
SH
SOLE
West Branch Capital
0
0
1
HP INC
COM
40434L105
58612
1634
SH
SOLE
West Branch Capital
0
0
1634
HSBC HLDGS PLC
SPON ADR NEW
404280406
147
3
SH
SOLE
West Branch Capital
0
0
3
HUBSPOT INC
COM
443573100
6911
13
SH
SOLE
West Branch Capital
0
0
13
HUMANA INC
COM
444859102
32
0
SH
SOLE
West Branch Capital
0
0
0
HUNT J B TRANS SVCS INC
COM
445658107
45
0
SH
SOLE
West Branch Capital
0
0
0
HUNTINGTON BANCSHARES INC
COM
446150104
118
8
SH
SOLE
West Branch Capital
0
0
8
HUNTINGTON INGALLS INDS INC
COM
446413106
265
1
SH
SOLE
West Branch Capital
0
0
1
HUYA INC
ADS REP SHS A
44852D108
255
50
SH
SOLE
West Branch Capital
0
0
50
ICU MED INC
COM
44930G107
6378
35
SH
SOLE
West Branch Capital
0
0
35
IDEX CORP
COM
45167R104
50
0
SH
SOLE
West Branch Capital
0
0
0
ILLINOIS TOOL WKS INC
COM
452308109
21228
81
SH
SOLE
West Branch Capital
0
0
81
ILLUMINA INC
COM
452327109
131
1
SH
SOLE
West Branch Capital
0
0
1
IMPERIAL OIL LTD
COM NEW
453038408
120
2
SH
SOLE
West Branch Capital
0
0
2
INNOVEX INTERNATIONAL INC
COM
457651107
2496
170
SH
SOLE
West Branch Capital
0
0
170
INSULET CORP
COM
45784P101
7216
31
SH
SOLE
West Branch Capital
0
0
31
INTEL CORP
COM
458140100
4974
212
SH
SOLE
West Branch Capital
0
0
212
INTERCONTINENTAL HOTELS GROU
SPONSORED ADS
45857P806
42
0
SH
SOLE
West Branch Capital
0
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
202289
915
SH
SOLE
West Branch Capital
0
0
915
INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
105
1
SH
SOLE
West Branch Capital
0
0
1
INTERNATIONAL PAPER CO
COM
460146103
1319
27
SH
SOLE
West Branch Capital
0
0
27
INTERPUBLIC GROUP COS INC
COM
460690100
32
1
SH
SOLE
West Branch Capital
0
0
1
INTUIT
COM
461202103
18846
30
SH
SOLE
West Branch Capital
0
0
30
INTUITIVE SURGICAL INC
COM NEW
46120E602
255952
521
SH
SOLE
West Branch Capital
0
0
521
INVESCO EXCH TRADED FD TR II
SOLAR ETF
46138G706
10304
239
SH
SOLE
West Branch Capital
0
0
239
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
10642
504
SH
SOLE
West Branch Capital
0
0
504
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
14483
701
SH
SOLE
West Branch Capital
0
0
701
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
46138J791
9833
503
SH
SOLE
West Branch Capital
0
0
503
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
46138J783
39467
2001
SH
SOLE
West Branch Capital
0
0
2001
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 MUNI
46138J494
11850
500
SH
SOLE
West Branch Capital
0
0
500
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
46138J460
17966
1060
SH
SOLE
West Branch Capital
0
0
1060
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
46138J643
21739
1057
SH
SOLE
West Branch Capital
0
0
1057
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
46137V431
263566
2518
SH
SOLE
West Branch Capital
0
0
2518
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
46137V233
9031
190
SH
SOLE
West Branch Capital
0
0
190
INVESCO LTD
SHS
G491BT108
53
3
SH
SOLE
West Branch Capital
0
0
3
INVESCO QQQ TR
UNIT SER 1
46090E103
130315
267
SH
SOLE
West Branch Capital
0
0
267
IRON MTN INC DEL
COM
46284V101
32679
275
SH
SOLE
West Branch Capital
0
0
275
ISHARES GOLD TR
ISHARES NEW
464285204
248500
5000
SH
SOLE
West Branch Capital
0
0
5000
ISHARES INC
CORE MSCI EMKT
46434G103
25720
448
SH
SOLE
West Branch Capital
0
0
448
ISHARES INC
MSCI ISRAEL ETF
464286632
33761
500
SH
SOLE
West Branch Capital
0
0
500
ISHARES TR
1 3 YR TREAS BD
464287457
26491
319
SH
SOLE
West Branch Capital
0
0
319
ISHARES TR
20 YR TR BD ETF
464287432
20961
214
SH
SOLE
West Branch Capital
0
0
214
ISHARES TR
CORE DIV GRWTH
46434V621
166892
2662
SH
SOLE
West Branch Capital
0
0
2662
ISHARES TR
CORE MSCI TOTAL
46432F834
89390
1231
SH
SOLE
West Branch Capital
0
0
1231
ISHARES TR
CORE S&P MCP ETF
464287507
64927
1042
SH
SOLE
West Branch Capital
0
0
1042
ISHARES TR
CORE S&P SCP ETF
464287804
103510
885
SH
SOLE
West Branch Capital
0
0
885
ISHARES TR
CORE S&P TTL STK
464287150
434550
3459
SH
SOLE
West Branch Capital
0
0
3459
ISHARES TR
CORE S&P US GWT
464287671
330181
2503
SH
SOLE
West Branch Capital
0
0
2503
ISHARES TR
CORE S&P500 ETF
464287200
5430613
9415
SH
SOLE
West Branch Capital
0
0
9415
ISHARES TR
CORE US AGGBD ET
464287226
333483
3293
SH
SOLE
West Branch Capital
0
0
3293
ISHARES TR
EXPANDED TECH
464287515
894
10
SH
SOLE
West Branch Capital
0
0
10
ISHARES TR
FLTG RATE NT ETF
46429B655
112620
2206
SH
SOLE
West Branch Capital
0
0
2206
ISHARES TR
GBL COMM SVC ETF
464287275
9939
106
SH
SOLE
West Branch Capital
0
0
106
ISHARES TR
IBONDS 24 TRM TS
46436E874
36000
1500
SH
SOLE
West Branch Capital
0
0
1500
ISHARES TR
IBOXX HI YD ETF
464288513
383674
4778
SH
SOLE
West Branch Capital
0
0
4778
ISHARES TR
ISHARES BIOTECH
464287556
23419
161
SH
SOLE
West Branch Capital
0
0
161
ISHARES TR
ISHARES SEMICDTR
464287523
704
3
SH
SOLE
West Branch Capital
0
0
3
ISHARES TR
JPMORGAN USD EMG
464288281
31350
335
SH
SOLE
West Branch Capital
0
0
335
ISHARES TR
MSCI ACWI EX US
464288240
94413
1650
SH
SOLE
West Branch Capital
0
0
1650
ISHARES TR
MSCI INTL VLU FT
46435G409
10336
350
SH
SOLE
West Branch Capital
0
0
350
ISHARES TR
RUS 1000 GRW ETF
464287614
209087
557
SH
SOLE
West Branch Capital
0
0
557
ISHARES TR
RUS 1000 VAL ETF
464287598
179172
944
SH
SOLE
West Branch Capital
0
0
944
ISHARES TR
RUS 2000 GRW ETF
464287648
42190
149
SH
SOLE
West Branch Capital
0
0
149
ISHARES TR
RUS MD CP GR ETF
464287481
30473
260
SH
SOLE
West Branch Capital
0
0
260
ISHARES TR
RUS MID CAP ETF
464287499
14118
160
SH
SOLE
West Branch Capital
0
0
160
ISHARES TR
RUS TP200 GR ETF
464289438
44032
200
SH
SOLE
West Branch Capital
0
0
200
ISHARES TR
RUSSELL 2000 ETF
464287655
194017
878
SH
SOLE
West Branch Capital
0
0
878
ISHARES TR
S&P 100 ETF
464287101
168964
611
SH
SOLE
West Branch Capital
0
0
611
ISHARES TR
S&P 500 GRWT ETF
464287309
119198
1245
SH
SOLE
West Branch Capital
0
0
1245
ISHARES TR
S&P 500 VAL ETF
464287408
267166
1355
SH
SOLE
West Branch Capital
0
0
1355
ISHARES TR
S&P MC 400GR ETF
464287606
147067
1600
SH
SOLE
West Branch Capital
0
0
1600
ISHARES TR
S&P SML 600 GWT
464287887
7033
50
SH
SOLE
West Branch Capital
0
0
50
ISHARES TR
SELECT DIVID ETF
464287168
541
4
SH
SOLE
West Branch Capital
0
0
4
ISHARES TR
SHORT TREAS BD
464288679
214301
1937
SH
SOLE
West Branch Capital
0
0
1937
ISHARES TR
SP SMCP600VL ETF
464287879
1615
15
SH
SOLE
West Branch Capital
0
0
15
ISHARES TR
US TREAS BD ETF
46429B267
10483
447
SH
SOLE
West Branch Capital
0
0
447
JANUS HENDERSON GROUP PLC
ORD SHS
G4474Y214
7082
186
SH
SOLE
West Branch Capital
0
0
186
JBG SMITH PPTYS
COM
46590V100
822
47
SH
SOLE
West Branch Capital
0
0
47
JOHNSON & JOHNSON
COM
478160104
4033730
24890
SH
SOLE
West Branch Capital
0
0
24890
JPMORGAN CHASE & CO.
COM
46625H100
6807816
32286
SH
SOLE
West Branch Capital
0
0
32286
KARYOPHARM THERAPEUTICS INC
COM
48576U106
40
48
SH
SOLE
West Branch Capital
0
0
48
KELLANOVA
COM
487836108
76756
951
SH
SOLE
West Branch Capital
0
0
951
KENVUE INC
COM
49177J102
841
36
SH
SOLE
West Branch Capital
0
0
36
KEURIG DR PEPPER INC
COM
49271V100
450
12
SH
SOLE
West Branch Capital
0
0
12
KEYCORP
COM
493267108
51
3
SH
SOLE
West Branch Capital
0
0
3
KIMBERLY-CLARK CORP
COM
494368103
129684
911
SH
SOLE
West Branch Capital
0
0
911
KINDER MORGAN INC DEL
COM
49456B101
266
12
SH
SOLE
West Branch Capital
0
0
12
KKR & CO INC
COM
48251W104
392
3
SH
SOLE
West Branch Capital
0
0
3
KLA CORP
COM NEW
482480100
109192
141
SH
SOLE
West Branch Capital
0
0
141
KNIGHT-SWIFT TRANSN HLDGS IN
CL A
499049104
108
2
SH
SOLE
West Branch Capital
0
0
2
KOHLS CORP
COM
500255104
3566
169
SH
SOLE
West Branch Capital
0
0
169
KONINKLIJKE PHILIPS N V
NY REGIS SHS NEW
500472303
29
1
SH
SOLE
West Branch Capital
0
0
1
KOPIN CORP
COM
500600101
971
1329
SH
SOLE
West Branch Capital
0
0
1329
KOSMOS ENERGY LTD
COM
500688106
38
9
SH
SOLE
West Branch Capital
0
0
9
KRAFT HEINZ CO
COM
500754106
176
5
SH
SOLE
West Branch Capital
0
0
5
KRANESHARES TRUST
QUADRTC INT RT
500767736
17710
920
SH
SOLE
West Branch Capital
0
0
920
KROGER CO
COM
501044101
6361
111
SH
SOLE
West Branch Capital
0
0
111
KYNDRYL HLDGS INC
COMMON STOCK
50155Q100
46
2
SH
SOLE
West Branch Capital
0
0
2
L3HARRIS TECHNOLOGIES INC
COM
502431109
25928
109
SH
SOLE
West Branch Capital
0
0
109
LAM RESEARCH CORP
COM
512807108
56310
69
SH
SOLE
West Branch Capital
0
0
69
LAMB WESTON HLDGS INC
COM
513272104
23695
366
SH
SOLE
West Branch Capital
0
0
366
LAUDER ESTEE COS INC
CL A
518439104
39
0
SH
SOLE
West Branch Capital
0
0
0
LEMONADE INC
COM
52567D107
165
10
SH
SOLE
West Branch Capital
0
0
10
LINDE PLC
SHS
G54950103
797797
1673
SH
SOLE
West Branch Capital
0
0
1673
LISTED FD TR
ROUNDHILL BALL
53656F417
2029
150
SH
SOLE
West Branch Capital
0
0
150
LISTED FD TR
ROUNDHILL VIDEO
53656F706
691
39
SH
SOLE
West Branch Capital
0
0
39
LITHIA MTRS INC
COM
536797103
14294
45
SH
SOLE
West Branch Capital
0
0
45
LLOYDS BANKING GROUP PLC
SPONSORED ADR
539439109
82
26
SH
SOLE
West Branch Capital
0
0
26
LOCKHEED MARTIN CORP
COM
539830109
1133956
1940
SH
SOLE
West Branch Capital
0
0
1940
LOWES COS INC
COM
548661107
33586
124
SH
SOLE
West Branch Capital
0
0
124
LULULEMON ATHLETICA INC
COM
550021109
64964
239
SH
SOLE
West Branch Capital
0
0
239
LYFT INC
CL A COM
55087P104
96
7
SH
SOLE
West Branch Capital
0
0
7
M & T BK CORP
COM
55261F104
737774
4142
SH
SOLE
West Branch Capital
0
0
4142
MAIN STR CAP CORP
COM
56035L104
6268
125
SH
SOLE
West Branch Capital
0
0
125
MARATHON OIL CORP
COM
565849106
80
3
SH
SOLE
West Branch Capital
0
0
3
MARKETAXESS HLDGS INC
COM
57060D108
8711
34
SH
SOLE
West Branch Capital
0
0
34
MARRIOTT INTL INC NEW
CL A
571903202
3760
15
SH
SOLE
West Branch Capital
0
0
15
MARSH & MCLENNAN COS INC
COM
571748102
893
4
SH
SOLE
West Branch Capital
0
0
4
MARTIN MARIETTA MATLS INC
COM
573284106
76
0
SH
SOLE
West Branch Capital
0
0
0
MASCO CORP
COM
574599106
168
2
SH
SOLE
West Branch Capital
0
0
2
MASTERCARD INCORPORATED
CL A
57636Q104
3076892
6231
SH
SOLE
West Branch Capital
0
0
6231
MCCORMICK & CO INC
COM NON VTG
579780206
109497
1330
SH
SOLE
West Branch Capital
0
0
1330
MCDONALDS CORP
COM
580135101
2678204
8795
SH
SOLE
West Branch Capital
0
0
8795
MCKESSON CORP
COM
58155Q103
495
1
SH
SOLE
West Branch Capital
0
0
1
MEDTRONIC PLC
SHS
G5960L103
42
0
SH
SOLE
West Branch Capital
0
0
0
MERCK & CO INC
COM
58933Y105
2239013
19717
SH
SOLE
West Branch Capital
0
0
19717
META PLATFORMS INC
CL A
30303M102
3543165
6190
SH
SOLE
West Branch Capital
0
0
6190
METLIFE INC
COM
59156R108
8826
107
SH
SOLE
West Branch Capital
0
0
107
MFS MULTIMARKET INCOME TR
SH BEN INT
552737108
4870
1000
SH
SOLE
West Branch Capital
0
0
1000
MICROCHIP TECHNOLOGY INC.
COM
595017104
348965
4346
SH
SOLE
West Branch Capital
0
0
4346
MICROSOFT CORP
COM
594918104
22981678
53409
SH
SOLE
West Branch Capital
0
0
53409
MID-AMER APT CMNTYS INC
COM
59522J103
159
1
SH
SOLE
West Branch Capital
0
0
1
MIDDLESEX WTR CO
COM
596680108
36992
567
SH
SOLE
West Branch Capital
0
0
567
MIZUHO FINANCIAL GROUP INC
SPONSORED ADR
60687Y109
122
29
SH
SOLE
West Branch Capital
0
0
29
MODERNA INC
COM
60770K107
6750
101
SH
SOLE
West Branch Capital
0
0
101
MOHAWK INDS INC
COM
608190104
8034
50
SH
SOLE
West Branch Capital
0
0
50
MONDELEZ INTL INC
CL A
609207105
80301
1090
SH
SOLE
West Branch Capital
0
0
1090
MOODYS CORP
COM
615369105
475
1
SH
SOLE
West Branch Capital
0
0
1
MOOG INC
CL A
615394202
1777372
8798
SH
SOLE
West Branch Capital
0
0
8798
MOOG INC
CL B
615394301
12046245
60114
SH
SOLE
West Branch Capital
0
0
60114
MORGAN STANLEY
COM NEW
617446448
33670
323
SH
SOLE
West Branch Capital
0
0
323
MOSAIC CO NEW
COM
61945C103
37
1
SH
SOLE
West Branch Capital
0
0
1
MOTOROLA SOLUTIONS INC
COM NEW
620076307
2729
6
SH
SOLE
West Branch Capital
0
0
6
NATIONAL FUEL GAS CO
COM
636180101
8607
142
SH
SOLE
West Branch Capital
0
0
142
NATWEST GROUP PLC
SPONS ADR
639057207
25
3
SH
SOLE
West Branch Capital
0
0
3
NET LEASE OFFICE PROPERTIES
COM
64110Y108
154
5
SH
SOLE
West Branch Capital
0
0
5
NETFLIX INC
COM
64110L106
985262
1389
SH
SOLE
West Branch Capital
0
0
1389
NEWMONT CORP
COM
651639106
107
2
SH
SOLE
West Branch Capital
0
0
2
NEXTERA ENERGY INC
COM
65339F101
116145
1374
SH
SOLE
West Branch Capital
0
0
1374
NIKE INC
CL B
654106103
5481
62
SH
SOLE
West Branch Capital
0
0
62
NISOURCE INC
COM
65473P105
13860
400
SH
SOLE
West Branch Capital
0
0
400
NORDSON CORP
COM
655663102
14445
55
SH
SOLE
West Branch Capital
0
0
55
NORFOLK SOUTHN CORP
COM
655844108
224998
905
SH
SOLE
West Branch Capital
0
0
905
NORTHERN OIL & GAS INC
COM
665531307
71
2
SH
SOLE
West Branch Capital
0
0
2
NORTHERN TR CORP
COM
665859104
314
3
SH
SOLE
West Branch Capital
0
0
3
NORTHROP GRUMMAN CORP
COM
666807102
608
1
SH
SOLE
West Branch Capital
0
0
1
NOVARTIS AG
SPONSORED ADR
66987V109
23004
200
SH
SOLE
West Branch Capital
0
0
200
NOVO-NORDISK A S
ADR
670100205
9899
83
SH
SOLE
West Branch Capital
0
0
83
NUCOR CORP
COM
670346105
151
1
SH
SOLE
West Branch Capital
0
0
1
NUTRIEN LTD
COM
67077M108
195
4
SH
SOLE
West Branch Capital
0
0
4
NVIDIA CORPORATION
COM
67066G104
29736306
244864
SH
SOLE
West Branch Capital
0
0
244864
OCCIDENTAL PETE CORP
COM
674599105
103
2
SH
SOLE
West Branch Capital
0
0
2
OLLIES BARGAIN OUTLET HLDGS
COM
681116109
64055
659
SH
SOLE
West Branch Capital
0
0
659
ORACLE CORP
COM
68389X105
6146761
36073
SH
SOLE
West Branch Capital
0
0
36073
OREILLY AUTOMOTIVE INC
COM
67103H107
150
0
SH
SOLE
West Branch Capital
0
0
0
ORIX CORP
SPONSORED ADR
686330101
105
1
SH
SOLE
West Branch Capital
0
0
1
OSHKOSH CORP
COM
688239201
101
1
SH
SOLE
West Branch Capital
0
0
1
OTIS WORLDWIDE CORP
COM
68902V107
24115
232
SH
SOLE
West Branch Capital
0
0
232
OVINTIV INC
COM
69047Q102
192
5
SH
SOLE
West Branch Capital
0
0
5
PACKAGING CORP AMER
COM
695156109
216
1
SH
SOLE
West Branch Capital
0
0
1
PALANTIR TECHNOLOGIES INC
CL A
69608A108
261
7
SH
SOLE
West Branch Capital
0
0
7
PARKER-HANNIFIN CORP
COM
701094104
25273
40
SH
SOLE
West Branch Capital
0
0
40
PAYCHEX INC
COM
704326107
72731
542
SH
SOLE
West Branch Capital
0
0
542
PAYPAL HLDGS INC
COM
70450Y103
15653
201
SH
SOLE
West Branch Capital
0
0
201
PAYSAFE LIMITED
SHS
G6964L206
516
23
SH
SOLE
West Branch Capital
0
0
23
PENN ENTERTAINMENT INC
COM
707569109
2037
108
SH
SOLE
West Branch Capital
0
0
108
PEPSICO INC
COM
713448108
2533856
14901
SH
SOLE
West Branch Capital
0
0
14901
PFIZER INC
COM
717081103
101062
3492
SH
SOLE
West Branch Capital
0
0
3492
PG&E CORP
COM
69331C108
594
30
SH
SOLE
West Branch Capital
0
0
30
PHILIP MORRIS INTL INC
COM
718172109
73690
607
SH
SOLE
West Branch Capital
0
0
607
PHILLIPS 66
COM
718546104
36149
275
SH
SOLE
West Branch Capital
0
0
275
PIMCO ETF TR
25YR+ ZERO U S
72201R882
17600
214
SH
SOLE
West Branch Capital
0
0
214
PIXELWORKS INC
COM NEW
72581M305
2520
1120
SH
SOLE
West Branch Capital
0
0
1120
PNC FINL SVCS GROUP INC
COM
693475105
78931
427
SH
SOLE
West Branch Capital
0
0
427
POLARIS INC
COM
731068102
7159
86
SH
SOLE
West Branch Capital
0
0
86
POOL CORP
COM
73278L105
11304
30
SH
SOLE
West Branch Capital
0
0
30
PRICE T ROWE GROUP INC
COM
74144T108
109
1
SH
SOLE
West Branch Capital
0
0
1
PROCTER AND GAMBLE CO
COM
742718109
10211710
58959
SH
SOLE
West Branch Capital
0
0
58959
PROGRESSIVE CORP
COM
743315103
1016
4
SH
SOLE
West Branch Capital
0
0
4
PROLOGIS INC.
COM
74340W103
156461
1239
SH
SOLE
West Branch Capital
0
0
1239
PROSHARES TR
LARGE CAP CRE
74347R248
13373
205
SH
SOLE
West Branch Capital
0
0
205
PROSHARES TR
S&P 500 DV ARIST
74348A467
5338
50
SH
SOLE
West Branch Capital
0
0
50
PROSPECT CAP CORP
COM
74348T102
10795
2018
SH
SOLE
West Branch Capital
0
0
2018
PRUDENTIAL FINL INC
COM
744320102
243
2
SH
SOLE
West Branch Capital
0
0
2
PUBLIC SVC ENTERPRISE GRP IN
COM
744573106
179
2
SH
SOLE
West Branch Capital
0
0
2
PUBMATIC INC
COM CL A
74467Q103
75
5
SH
SOLE
West Branch Capital
0
0
5
QUAKER HOUGHTON
COM
747316107
7414
44
SH
SOLE
West Branch Capital
0
0
44
QUALCOMM INC
COM
747525103
438466
2578
SH
SOLE
West Branch Capital
0
0
2578
QUANTA SVCS INC
COM
74762E102
299
1
SH
SOLE
West Branch Capital
0
0
1
RADIAN GROUP INC
COM
750236101
243
7
SH
SOLE
West Branch Capital
0
0
7
RAPID7 INC
COM
753422104
5186
130
SH
SOLE
West Branch Capital
0
0
130
RAYMOND JAMES FINL INC
COM
754730109
123
1
SH
SOLE
West Branch Capital
0
0
1
RB GLOBAL INC
COM
74935Q107
14086
175
SH
SOLE
West Branch Capital
0
0
175
RBB FD INC
US TREASY 2 YR
74933W486
26142
536
SH
SOLE
West Branch Capital
0
0
536
RBC BEARINGS INC
COM
75524B104
17963
60
SH
SOLE
West Branch Capital
0
0
60
REAVES UTIL INCOME FD
COM SH BEN INT
756158101
26199
798
SH
SOLE
West Branch Capital
0
0
798
REGAL REXNORD CORPORATION
COM
758750103
229
1
SH
SOLE
West Branch Capital
0
0
1
REGIONS FINANCIAL CORP NEW
COM
7591EP100
117
5
SH
SOLE
West Branch Capital
0
0
5
RELIANCE INC
COM
759509102
290
1
SH
SOLE
West Branch Capital
0
0
1
RELX PLC
SPONSORED ADR
759530108
176
4
SH
SOLE
West Branch Capital
0
0
4
REPUBLIC SVCS INC
COM
760759100
60252
300
SH
SOLE
West Branch Capital
0
0
300
RESIDEO TECHNOLOGIES INC
COM
76118Y104
343
17
SH
SOLE
West Branch Capital
0
0
17
RESTAURANT BRANDS INTL INC
COM
76131D103
145
2
SH
SOLE
West Branch Capital
0
0
2
RIO TINTO PLC
SPONSORED ADR
767204100
139
2
SH
SOLE
West Branch Capital
0
0
2
RIVERNORTH MANAGED DUR MUN I
COM
76882H105
8035
500
SH
SOLE
West Branch Capital
0
0
500
RIVIAN AUTOMOTIVE INC
COM CL A
76954A103
10177
907
SH
SOLE
West Branch Capital
0
0
907
ROCKWELL AUTOMATION INC
COM
773903109
20135
75
SH
SOLE
West Branch Capital
0
0
75
ROKU INC
COM CL A
77543R102
374
5
SH
SOLE
West Branch Capital
0
0
5
ROSS STORES INC
COM
778296103
151
1
SH
SOLE
West Branch Capital
0
0
1
ROYAL CARIBBEAN GROUP
COM
V7780T103
53208
300
SH
SOLE
West Branch Capital
0
0
300
RPM INTL INC
COM
749685103
18755
155
SH
SOLE
West Branch Capital
0
0
155
RTX CORPORATION
COM
75513E101
293147
2420
SH
SOLE
West Branch Capital
0
0
2420
RYANAIR HOLDINGS PLC
SPONSORED ADR
783513203
250
6
SH
SOLE
West Branch Capital
0
0
6
S&P GLOBAL INC
COM
78409V104
49079
95
SH
SOLE
West Branch Capital
0
0
95
SALESFORCE INC
COM
79466L302
724404
2647
SH
SOLE
West Branch Capital
0
0
2647
SANOFI
SPONSORED ADR
80105N105
435
8
SH
SOLE
West Branch Capital
0
0
8
SAP SE
SPON ADR
803054204
236
1
SH
SOLE
West Branch Capital
0
0
1
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
41
0
SH
SOLE
West Branch Capital
0
0
0
SCHLUMBERGER LTD
COM STK
806857108
294
7
SH
SOLE
West Branch Capital
0
0
7
SCHWAB CHARLES CORP
COM
808513105
65
1
SH
SOLE
West Branch Capital
0
0
1
SCHWAB STRATEGIC TR
FUNDAMENTAL EMER
808524730
5970
185
SH
SOLE
West Branch Capital
0
0
185
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
55636
1353
SH
SOLE
West Branch Capital
0
0
1353
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
18462
218
SH
SOLE
West Branch Capital
0
0
218
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
555204
5329
SH
SOLE
West Branch Capital
0
0
5329
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
G7997R103
31983
292
SH
SOLE
West Branch Capital
0
0
292
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
45110
499
SH
SOLE
West Branch Capital
0
0
499
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
96980
484
SH
SOLE
West Branch Capital
0
0
484
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
9858
64
SH
SOLE
West Branch Capital
0
0
64
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
89401
396
SH
SOLE
West Branch Capital
0
0
396
SEMPRA
COM
816851109
168
2
SH
SOLE
West Branch Capital
0
0
2
SERVICENOW INC
COM
81762P102
96595
108
SH
SOLE
West Branch Capital
0
0
108
SHELL PLC
SPON ADS
780259305
95370
1446
SH
SOLE
West Branch Capital
0
0
1446
SHERWIN WILLIAMS CO
COM
824348106
489
1
SH
SOLE
West Branch Capital
0
0
1
SIMON PPTY GROUP INC NEW
COM
828806109
508
3
SH
SOLE
West Branch Capital
0
0
3
SKYWORKS SOLUTIONS INC
COM
83088M102
40047
405
SH
SOLE
West Branch Capital
0
0
405
SMUCKER J M CO
COM NEW
832696405
38
0
SH
SOLE
West Branch Capital
0
0
0
SMURFIT WESTROCK PLC
SHS
G8267P108
28
1
SH
SOLE
West Branch Capital
0
0
1
SNAP INC
CL A
83304A106
142
13
SH
SOLE
West Branch Capital
0
0
13
SOLVENTUM CORP
COM SHS
83444M101
5352
77
SH
SOLE
West Branch Capital
0
0
77
SONY GROUP CORP
SPONSORED ADR
835699307
75
1
SH
SOLE
West Branch Capital
0
0
1
SOUTHERN CO
COM
842587107
45181
501
SH
SOLE
West Branch Capital
0
0
501
SOUTHWEST AIRLS CO
COM
844741108
5926
200
SH
SOLE
West Branch Capital
0
0
200
SPDR GOLD TR
GOLD SHS
78463V107
48612
200
SH
SOLE
West Branch Capital
0
0
200
SPDR S&P 500 ETF TR
TR UNIT
78462F103
15056243
26241
SH
SOLE
West Branch Capital
0
0
26241
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
28483
50
SH
SOLE
West Branch Capital
0
0
50
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
2155
82
SH
SOLE
West Branch Capital
0
0
82
SPDR SER TR
PORTFOLIO S&P600
78468R853
106539
2341
SH
SOLE
West Branch Capital
0
0
2341
SPDR SER TR
PRTFLO S&P500 GW
78464A409
4645
56
SH
SOLE
West Branch Capital
0
0
56
SPDR SER TR
S&P DIVID ETF
78464A763
5682
40
SH
SOLE
West Branch Capital
0
0
40
SPIRIT AEROSYSTEMS HLDGS INC
COM CL A
848574109
66
2
SH
SOLE
West Branch Capital
0
0
2
SPROTT ETF TRUST
GOLD MINERS ETF
85210B102
8160
263
SH
SOLE
West Branch Capital
0
0
263
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
10538
142
SH
SOLE
West Branch Capital
0
0
142
STAG INDL INC
COM
85254J102
8053
206
SH
SOLE
West Branch Capital
0
0
206
STARBUCKS CORP
COM
855244109
1652
17
SH
SOLE
West Branch Capital
0
0
17
STATE STR CORP
COM
857477103
57594
651
SH
SOLE
West Branch Capital
0
0
651
STELLANTIS N.V
SHS
N82405106
28
2
SH
SOLE
West Branch Capital
0
0
2
STITCH FIX INC
COM CL A
860897107
282
100
SH
SOLE
West Branch Capital
0
0
100
STMICROELECTRONICS N V
NY REGISTRY
861012102
2973
100
SH
SOLE
West Branch Capital
0
0
100
STRYKER CORPORATION
COM
863667101
362
1
SH
SOLE
West Branch Capital
0
0
1
SUMITOMO MITSUI FINL GROUP I
SPONSORED ADR
86562M209
99
8
SH
SOLE
West Branch Capital
0
0
8
SUN CMNTYS INC
COM
866674104
9596
71
SH
SOLE
West Branch Capital
0
0
71
SUNRUN INC
COM
86771W105
542
30
SH
SOLE
West Branch Capital
0
0
30
SWEETGREEN INC
COM CL A
87043Q108
71
2
SH
SOLE
West Branch Capital
0
0
2
SYNCHRONY FINANCIAL
COM
87165B103
50
1
SH
SOLE
West Branch Capital
0
0
1
SYNOPSYS INC
COM
871607107
46
0
SH
SOLE
West Branch Capital
0
0
0
SYSCO CORP
COM
871829107
330173
4230
SH
SOLE
West Branch Capital
0
0
4230
SYSTEM1 INC
CL A COM
87200P109
129
115
SH
SOLE
West Branch Capital
0
0
115
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
134
1
SH
SOLE
West Branch Capital
0
0
1
TAKEDA PHARMACEUTICAL CO LTD
SPONSORED ADS
874060205
47
3
SH
SOLE
West Branch Capital
0
0
3
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
615
4
SH
SOLE
West Branch Capital
0
0
4
TARGET CORP
COM
87612E106
25873
166
SH
SOLE
West Branch Capital
0
0
166
TELADOC HEALTH INC
COM
87918A105
450
49
SH
SOLE
West Branch Capital
0
0
49
TELEFLEX INCORPORATED
COM
879369106
248
1
SH
SOLE
West Branch Capital
0
0
1
TELEFONAKTIEBOLAGET LM ERICS
ADR B SEK 10
294821608
758
100
SH
SOLE
West Branch Capital
0
0
100
TESLA INC
COM
88160R101
1177772
4502
SH
SOLE
West Branch Capital
0
0
4502
TEVA PHARMACEUTICAL INDS LTD
SPONSORED ADS
881624209
20
1
SH
SOLE
West Branch Capital
0
0
1
TEXAS INSTRS INC
COM
882508104
83889
406
SH
SOLE
West Branch Capital
0
0
406
THE CIGNA GROUP
COM
125523100
118525
342
SH
SOLE
West Branch Capital
0
0
342
THE TRADE DESK INC
COM CL A
88339J105
110
1
SH
SOLE
West Branch Capital
0
0
1
THERMO FISHER SCIENTIFIC INC
COM
883556102
1702314
2752
SH
SOLE
West Branch Capital
0
0
2752
TJX COS INC NEW
COM
872540109
8581
73
SH
SOLE
West Branch Capital
0
0
73
T-MOBILE US INC
COM
872590104
769631
3730
SH
SOLE
West Branch Capital
0
0
3730
TORO CO
COM
891092108
11709
135
SH
SOLE
West Branch Capital
0
0
135
TOTALENERGIES SE
SPONSORED ADS
89151E109
44
1
SH
SOLE
West Branch Capital
0
0
1
TOYOTA MOTOR CORP
ADS
892331307
43
0
SH
SOLE
West Branch Capital
0
0
0
TRANE TECHNOLOGIES PLC
SHS
G8994E103
58310
150
SH
SOLE
West Branch Capital
0
0
150
TRANSDIGM GROUP INC
COM
893641100
43
0
SH
SOLE
West Branch Capital
0
0
0
TRAVELERS COMPANIES INC
COM
89417E109
30202
129
SH
SOLE
West Branch Capital
0
0
129
TREEHOUSE FOODS INC
COM
89469A104
5206
124
SH
SOLE
West Branch Capital
0
0
124
TRIPADVISOR INC
COM
896945201
4000
276
SH
SOLE
West Branch Capital
0
0
276
TRUIST FINL CORP
COM
89832Q109
300
7
SH
SOLE
West Branch Capital
0
0
7
TWILIO INC
CL A
90138F102
653
10
SH
SOLE
West Branch Capital
0
0
10
TYLER TECHNOLOGIES INC
COM
902252105
14010
24
SH
SOLE
West Branch Capital
0
0
24
TYSON FOODS INC
CL A
902494103
6076
102
SH
SOLE
West Branch Capital
0
0
102
UBER TECHNOLOGIES INC
COM
90353T100
75687
1007
SH
SOLE
West Branch Capital
0
0
1007
UBS GROUP AG
SHS
H42097107
128
4
SH
SOLE
West Branch Capital
0
0
4
UDR INC
COM
902653104
137
3
SH
SOLE
West Branch Capital
0
0
3
UIPATH INC
CL A
90364P105
640
50
SH
SOLE
West Branch Capital
0
0
50
UNILEVER PLC
SPON ADR NEW
904767704
79642
1226
SH
SOLE
West Branch Capital
0
0
1226
UNION PAC CORP
COM
907818108
1044141
4236
SH
SOLE
West Branch Capital
0
0
4236
UNITED AIRLS HLDGS INC
COM
910047109
58
1
SH
SOLE
West Branch Capital
0
0
1
UNITED PARCEL SERVICE INC
CL B
911312106
147266
1080
SH
SOLE
West Branch Capital
0
0
1080
UNITED RENTALS INC
COM
911363109
810
1
SH
SOLE
West Branch Capital
0
0
1
UNITEDHEALTH GROUP INC
COM
91324P102
6436442
11008
SH
SOLE
West Branch Capital
0
0
11008
UNUM GROUP
COM
91529Y106
161023
2709
SH
SOLE
West Branch Capital
0
0
2709
URBAN EDGE PPTYS
COM
91704F104
1006
47
SH
SOLE
West Branch Capital
0
0
47
US BANCORP DEL
COM NEW
902973304
6037
132
SH
SOLE
West Branch Capital
0
0
132
US FOODS HLDG CORP
COM
912008109
123
2
SH
SOLE
West Branch Capital
0
0
2
V F CORP
COM
918204108
6345
318
SH
SOLE
West Branch Capital
0
0
318
VALERO ENERGY CORP
COM
91913Y100
11208
83
SH
SOLE
West Branch Capital
0
0
83
VANECK ETF TRUST
PREFERRED SECURT
92189F429
9736
533
SH
SOLE
West Branch Capital
0
0
533
VANGUARD ADMIRAL FDS INC
500 GRTH IDX F
921932505
17165
50
SH
SOLE
West Branch Capital
0
0
50
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
35125
193
SH
SOLE
West Branch Capital
0
0
193
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
2370
9
SH
SOLE
West Branch Capital
0
0
9
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
32528
194
SH
SOLE
West Branch Capital
0
0
194
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
32149
330
SH
SOLE
West Branch Capital
0
0
330
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
308797
585
SH
SOLE
West Branch Capital
0
0
585
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
1770916
8820
SH
SOLE
West Branch Capital
0
0
8820
VANGUARD INDEX FDS
SMALL CP ETF
922908751
6168
26
SH
SOLE
West Branch Capital
0
0
26
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
330972
1169
SH
SOLE
West Branch Capital
0
0
1169
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1101
23
SH
SOLE
West Branch Capital
0
0
23
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
92206C730
46553
179
SH
SOLE
West Branch Capital
0
0
179
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
329473
1664
SH
SOLE
West Branch Capital
0
0
1664
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
44097
835
SH
SOLE
West Branch Capital
0
0
835
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
885576
6908
SH
SOLE
West Branch Capital
0
0
6908
VANGUARD WORLD FD
ENERGY ETF
92204A306
26490
216
SH
SOLE
West Branch Capital
0
0
216
VANGUARD WORLD FD
FINANCIALS ETF
92204A405
4946
45
SH
SOLE
West Branch Capital
0
0
45
VANGUARD WORLD FD
INF TECH ETF
92204A702
104988
179
SH
SOLE
West Branch Capital
0
0
179
VEEVA SYS INC
CL A COM
922475108
5037
24
SH
SOLE
West Branch Capital
0
0
24
VENTAS INC
COM
92276F100
65
1
SH
SOLE
West Branch Capital
0
0
1
VERISK ANALYTICS INC
COM
92345Y106
7503
28
SH
SOLE
West Branch Capital
0
0
28
VERIZON COMMUNICATIONS INC
COM
92343V104
168131
3744
SH
SOLE
West Branch Capital
0
0
3744
VERTEX PHARMACEUTICALS INC
COM
92532F100
931
2
SH
SOLE
West Branch Capital
0
0
2
VIATRIS INC
COM
92556V106
3402
293
SH
SOLE
West Branch Capital
0
0
293
VICI PPTYS INC
COM
925652109
157
5
SH
SOLE
West Branch Capital
0
0
5
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
52
2
SH
SOLE
West Branch Capital
0
0
2
VIKING HOLDINGS LTD
ORD SHS
G93A5A101
81
2
SH
SOLE
West Branch Capital
0
0
2
VISA INC
COM CL A
92826C839
5351981
19465
SH
SOLE
West Branch Capital
0
0
19465
VORNADO RLTY TR
SH BEN INT
929042109
3704
94
SH
SOLE
West Branch Capital
0
0
94
VOYA INFRASTRUCTURE INDLS &
COM
92912X101
5810
511
SH
SOLE
West Branch Capital
0
0
511
VULCAN MATLS CO
COM
929160109
251
1
SH
SOLE
West Branch Capital
0
0
1
WABTEC
COM
929740108
364
2
SH
SOLE
West Branch Capital
0
0
2
WALGREENS BOOTS ALLIANCE INC
COM
931427108
9510
1061
SH
SOLE
West Branch Capital
0
0
1061
WALMART INC
COM
931142103
5400647
66881
SH
SOLE
West Branch Capital
0
0
66881
WARBY PARKER INC
CL A COM
93403J106
33
2
SH
SOLE
West Branch Capital
0
0
2
WARNER BROS DISCOVERY INC
COM SER A
934423104
1197
145
SH
SOLE
West Branch Capital
0
0
145
WASTE MGMT INC DEL
COM
94106L109
14740
71
SH
SOLE
West Branch Capital
0
0
71
WATSCO INC
COM
942622200
31136
63
SH
SOLE
West Branch Capital
0
0
63
WELLS FARGO CO NEW
COM
949746101
633138
11208
SH
SOLE
West Branch Capital
0
0
11208
WEST PHARMACEUTICAL SVSC INC
COM
955306105
31517
105
SH
SOLE
West Branch Capital
0
0
105
WESTERN UN CO
COM
959802109
3293
276
SH
SOLE
West Branch Capital
0
0
276
WEYERHAEUSER CO MTN BE
COM NEW
962166104
40
1
SH
SOLE
West Branch Capital
0
0
1
WHIRLPOOL CORP
COM
963320106
107
1
SH
SOLE
West Branch Capital
0
0
1
WILLIAMS COS INC
COM
969457100
92
2
SH
SOLE
West Branch Capital
0
0
2
WILLIS TOWERS WATSON PLC LTD
SHS
G96629103
590
2
SH
SOLE
West Branch Capital
0
0
2
WK KELLOGG CO
COM SHS
92942W107
2995
175
SH
SOLE
West Branch Capital
0
0
175
WOODSIDE ENERGY GROUP LTD
SPONSORED ADR
980228308
59
3
SH
SOLE
West Branch Capital
0
0
3
WP CAREY INC
COM
92936U109
187
3
SH
SOLE
West Branch Capital
0
0
3
WPP PLC NEW
ADR
92937A102
71
1
SH
SOLE
West Branch Capital
0
0
1
XCEL ENERGY INC
COM
98389B100
42
1
SH
SOLE
West Branch Capital
0
0
1
XEROX HOLDINGS CORP
COM NEW
98421M106
15020
1447
SH
SOLE
West Branch Capital
0
0
1447
XYLEM INC
COM
98419M100
136
1
SH
SOLE
West Branch Capital
0
0
1
YUM BRANDS INC
COM
988498101
140
1
SH
SOLE
West Branch Capital
0
0
1
ZEBRA TECHNOLOGIES CORPORATI
CL A
989207105
20738
56
SH
SOLE
West Branch Capital
0
0
56
ZILLOW GROUP INC
CL C CAP STK
98954M200
4215
66
SH
SOLE
West Branch Capital
0
0
66
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
37
0
SH
SOLE
West Branch Capital
0
0
0
ZOETIS INC
CL A
98978V103
40
0
SH
SOLE
West Branch Capital
0
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
349
5
SH
SOLE
West Branch Capital
0
0
5
ZOOMINFO TECHNOLOGIES INC
COMMON STOCK
98980F104
1548
150
SH
SOLE
West Branch Capital
0
0
150