0001754960-21-000034.txt : 20210208 0001754960-21-000034.hdr.sgml : 20210208 20210208125237 ACCESSION NUMBER: 0001754960-21-000034 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210208 DATE AS OF CHANGE: 20210208 EFFECTIVENESS DATE: 20210208 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: 21600398 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 false false 0001738723 XXXXXXXX 12-31-2020 12-31-2020 West Branch Capital LLC
9 RESEARCH DRIVE, SUITE 1 PO BOX 2067 AMHERST MA 01004
13F HOLDINGS REPORT 028-18735 N
File13F.com Agent 877-588-2679 Aryn Sands Reno NV 02-08-2021 0 87 169221 false
INFORMATION TABLE 2 InformationTableOutput.xml EATON CORP PLCSHSG29183103333 2773 SH SOLE 0 0 2773 AT&T INCCOM00206R102762 26501 SH SOLE 0 0 26501 ABBOTT LABSCOM0028241001468 13411 SH SOLE 0 0 13411 ABBVIE INCCOM00287Y1092914 27194 SH SOLE 0 0 27194 ABERDEEN STD GOLD ETF TRPHYSCL GOLD SHS00326A104256 13990 SH SOLE 0 0 13990 ABERDEEN STD PRECIOUS METALSPHYSCL PM BASKET003263100422 4269 SH SOLE 0 0 4269 ADOBE SYSTEMS INCORPORATEDCOM00724F1011878 3755 SH SOLE 0 0 3755 ALPHABET INCCAP STK CL C02079K107594 339 SH SOLE 0 0 339 ALPHABET INCCAP STK CL A02079K3057480 4268 SH SOLE 0 0 4268 AMAZON COM INCCOM02313510613357 4101 SH SOLE 0 0 4101 AMGEN INCCOM031162100249 1084 SH SOLE 0 0 1084 APPLE INCCOM03783310019931 150210 SH SOLE 0 0 150210 AUTOMATIC DATA PROCESSING INCOM053015103770 4373 SH SOLE 0 0 4373 BK OF AMERICA CORPCOM0605051041052 34704 SH SOLE 0 0 34704 BLACKROCK INCCOM09247X1011168 1618 SH SOLE 0 0 1618 BOOKING HOLDINGS INCCOM09857L108978 439 SH SOLE 0 0 439 BRISTOL-MYERS SQUIBB COCOM110122108368 5939 SH SOLE 0 0 5939 BROADCOM INCCOM11135F101693 1584 SH SOLE 0 0 1584 CIGNA CORP NEWCOM125523100312 1500 SH SOLE 0 0 1500 CSX CORPCOM126408103317 3498 SH SOLE 0 0 3498 CATERPILLAR INCCOM149123101259 1425 SH SOLE 0 0 1425 CISCO SYS INCCOM17275R1021477 33015 SH SOLE 0 0 33015 CLOROX CO DELCOM189054109220 1089 SH SOLE 0 0 1089 COCA COLA COCOM1912161001222 22284 SH SOLE 0 0 22284 COMCAST CORP NEWCL A20030N1011172 22371 SH SOLE 0 0 22371 CORNING INCCOM219350105609 16904 SH SOLE 0 0 16904 COSTCO WHSL CORP NEWCOM22160K1051146 3040 SH SOLE 0 0 3040 DISNEY WALT COCOM2546871062942 16237 SH SOLE 0 0 16237 DOUGLAS DYNAMICS INCCOM25960R105222 5188 SH SOLE 0 0 5188 DUKE ENERGY CORP NEWCOM NEW26441C204284 3107 SH SOLE 0 0 3107 EXXON MOBIL CORPCOM30231G102376 9120 SH SOLE 0 0 9120 FACEBOOK INCCL A30303M1023983 14583 SH SOLE 0 0 14583 GALLAGHER ARTHUR J & COCOM363576109296 2391 SH SOLE 0 0 2391 HOME DEPOT INCCOM4370761022892 10887 SH SOLE 0 0 10887 INTEL CORPCOM4581401002616 52503 SH SOLE 0 0 52503 INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF46137V431233 3228 SH SOLE 0 0 3228 ISHARES GOLD TRUSTISHARES464285105204 11250 SH SOLE 0 0 11250 ISHARES TRCORE S&P TTL STK464287150282 3272 SH SOLE 0 0 3272 ISHARES TRCORE S&P500 ETF4642872002536 6757 SH SOLE 0 0 6757 ISHARES TRS&P MC 400GR ETF464287606287 3971 SH SOLE 0 0 3971 ISHARES TRRUS 2000 GRW ETF464287648204 711 SH SOLE 0 0 711 ISHARES TRRUSSELL 2000 ETF464287655454 2314 SH SOLE 0 0 2314 ISHARES TRCORE S&P US GWT464287671269 3036 SH SOLE 0 0 3036 ISHARES TRIBOXX HI YD ETF464288513419 4803 SH SOLE 0 0 4803 ISHARES TRSHORT TREAS BD464288679732 6622 SH SOLE 0 0 6622 ISHARES TRFLTG RATE NT ETF46429B655201 3964 SH SOLE 0 0 3964 JPMORGAN CHASE & COCOM46625H1003947 31060 SH SOLE 0 0 31060 JOHNSON & JOHNSONCOM4781601043690 23447 SH SOLE 0 0 23447 LOCKHEED MARTIN CORPCOM539830109839 2364 SH SOLE 0 0 2364 M & T BK CORPCOM55261F104573 4499 SH SOLE 0 0 4499 MASTERCARD INCORPORATEDCL A57636Q1041764 4942 SH SOLE 0 0 4942 MCCORMICK & CO INCCOM NON VTG579780206238 2487 SH SOLE 0 0 2487 MCDONALDS CORPCOM5801351012218 10335 SH SOLE 0 0 10335 MERCK & CO. INCCOM58933Y1051416 17314 SH SOLE 0 0 17314 MICROSOFT CORPCOM5949181049938 44680 SH SOLE 0 0 44680 MICROCHIP TECHNOLOGY INC.COM595017104483 3498 SH SOLE 0 0 3498 MOOG INCCL A6153942023284 41417 SH SOLE 0 0 41417 MOOG INCCL B6153943014764 60114 SH SOLE 0 0 60114 NETFLIX INCCOM64110L1062345 4337 SH SOLE 0 0 4337 NIKE INCCL B6541061031143 8077 SH SOLE 0 0 8077 NORFOLK SOUTHN CORPCOM655844108289 1215 SH SOLE 0 0 1215 NVIDIA CORPORATIONCOM67066G1046498 12443 SH SOLE 0 0 12443 ORACLE CORPCOM68389X1052068 31969 SH SOLE 0 0 31969 PAYPAL HLDGS INCCOM70450Y1032348 10026 SH SOLE 0 0 10026 PEPSICO INCCOM7134481081713 11552 SH SOLE 0 0 11552 PFIZER INCCOM7170811031968 53456 SH SOLE 0 0 53456 PROCTER AND GAMBLE COCOM7427181093014 21662 SH SOLE 0 0 21662 QUALCOMM INCCOM747525103572 3752 SH SOLE 0 0 3752 RAYTHEON TECHNOLOGIES CORPCOM75513E101253 3540 SH SOLE 0 0 3540 SPDR S&P 500 ETF TRTR UNIT78462F1038623 23065 SH SOLE 0 0 23065 SALESFORCE COM INCCOM79466L3021933 8688 SH SOLE 0 0 8688 SCHWAB STRATEGIC TRSHT TM US TRES808524862414 8066 SH SOLE 0 0 8066 SELECT SECTOR SPDR TRTECHNOLOGY81369Y803231 1777 SH SOLE 0 0 1777 SYSCO CORPCOM871829107458 6170 SH SOLE 0 0 6170 T-MOBILE US INCCOM872590104553 4104 SH SOLE 0 0 4104 TESLA INCCOM88160R1011761 2495 SH SOLE 0 0 2495 THERMO FISHER SCIENTIFIC INCCOM883556102947 2033 SH SOLE 0 0 2033 3M COCOM88579Y101260 1488 SH SOLE 0 0 1488 UNION PAC CORPCOM9078181081214 5833 SH SOLE 0 0 5833 UNITED PARCEL SERVICE INCCL B911312106212 1259 SH SOLE 0 0 1259 UNITEDHEALTH GROUP INCCOM91324P1022701 7702 SH SOLE 0 0 7702 VANGUARD WHITEHALL FDSHIGH DIV YLD921946406791 8644 SH SOLE 0 0 8644 VANGUARD INDEX FDSSM CP VAL ETF9229086111668 11731 SH SOLE 0 0 11731 VANGUARD INDEX FDSTOTAL STK MKT922908769318 1635 SH SOLE 0 0 1635 VERIZON COMMUNICATIONS INCCOM92343V1044235 72083 SH SOLE 0 0 72083 VISA INCCOM CL A92826C8394147 18961 SH SOLE 0 0 18961 WALMART INCCOM9311421032551 17695 SH SOLE 0 0 17695