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