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West Branch Capital LLC Buys Facebook Inc, Schwab Short-Term U.S. Treasury, Nike Inc, Sells Amgen Inc, Dominion Energy Inc, Lockheed Martin Corp

Investment company West Branch Capital LLC (Current Portfolio) buys Facebook Inc, Schwab Short-Term U.S. Treasury, Nike Inc, Netflix Inc, Eli Lilly and Co, sells Amgen Inc, Dominion Energy Inc, Lockheed Martin Corp, CVS Health Corp, Valero Energy Corp during the 3-months ended 2020Q2, according to the most recent filings of the investment company, West Branch Capital LLC. As of 2020Q2, West Branch Capital LLC owns 81 stocks with a total value of $141 million. These are the details of the buys and sells.

For the details of West Branch Capital LLC's stock buys and sells, go to https://www.gurufocus.com/guru/west+branch+capital+llc/current-portfolio/portfolio

These are the top 5 holdings of West Branch Capital LLC
  1. Apple Inc (AAPL) - 39,448 shares, 10.20% of the total portfolio. Shares added by 2.38%
  2. Amazon.com Inc (AMZN) - 4,061 shares, 7.94% of the total portfolio. Shares added by 3.62%
  3. Microsoft Corp (MSFT) - 43,096 shares, 6.22% of the total portfolio. Shares added by 11.70%
  4. SPDR S&P 500 (SPY) - 26,680 shares, 5.83% of the total portfolio. Shares reduced by 3.72%
  5. Alphabet Inc (GOOGL) - 4,223 shares, 4.25% of the total portfolio. Shares added by 5.08%
New Purchase: Nike Inc (NKE)

West Branch Capital LLC initiated holding in Nike Inc. The purchase prices were between $78.86 and $104.29, with an estimated average price of $92.09. The stock is now traded at around $96.99. The impact to a portfolio due to this purchase was 0.51%. The holding were 7,275 shares as of .

New Purchase: Schwab Short-Term U.S. Treasury (SCHO)

West Branch Capital LLC initiated holding in Schwab Short-Term U.S. Treasury. The purchase prices were between $51.53 and $51.73, with an estimated average price of $51.64. The stock is now traded at around $51.59. The impact to a portfolio due to this purchase was 0.51%. The holding were 14,034 shares as of .

New Purchase: Eli Lilly and Co (LLY)

West Branch Capital LLC initiated holding in Eli Lilly and Co. The purchase prices were between $136.42 and $164.18, with an estimated average price of $153.12. The stock is now traded at around $166.45. The impact to a portfolio due to this purchase was 0.48%. The holding were 4,104 shares as of .

New Purchase: Vanguard High Dividend Yield (VYM)

West Branch Capital LLC initiated holding in Vanguard High Dividend Yield. The purchase prices were between $67.79 and $86.78, with an estimated average price of $77.62. The stock is now traded at around $77.57. The impact to a portfolio due to this purchase was 0.44%. The holding were 7,845 shares as of .

New Purchase: Thermo Fisher Scientific Inc (TMO)

West Branch Capital LLC initiated holding in Thermo Fisher Scientific Inc. The purchase prices were between $275.2 and $362.34, with an estimated average price of $334.21. The stock is now traded at around $387.67. The impact to a portfolio due to this purchase was 0.41%. The holding were 1,601 shares as of .

New Purchase: Aberdeen Standard Physical Gold Shares (SGOL)

West Branch Capital LLC initiated holding in Aberdeen Standard Physical Gold Shares. The purchase prices were between $15.15 and $17.14, with an estimated average price of $16.49. The stock is now traded at around $17.37. The impact to a portfolio due to this purchase was 0.36%. The holding were 29,550 shares as of .

Added: Facebook Inc (FB)

West Branch Capital LLC added to a holding in Facebook Inc by 101.58%. The purchase prices were between $154.18 and $242.24, with an estimated average price of $208.03. The stock is now traded at around $244.50. The impact to a portfolio due to this purchase was 1.07%. The holding were 13,228 shares as of .

Added: Netflix Inc (NFLX)

West Branch Capital LLC added to a holding in Netflix Inc by 66.32%. The purchase prices were between $361.76 and $468.04, with an estimated average price of $424.08. The stock is now traded at around $507.76. The impact to a portfolio due to this purchase was 0.5%. The holding were 3,862 shares as of .

Added: Johnson & Johnson (JNJ)

West Branch Capital LLC added to a holding in Johnson & Johnson by 25.76%. The purchase prices were between $128.81 and $155.51, with an estimated average price of $145.42. The stock is now traded at around $142.49. The impact to a portfolio due to this purchase was 0.47%. The holding were 23,104 shares as of .

Added: Bank of America Corp (BAC)

West Branch Capital LLC added to a holding in Bank of America Corp by 232.98%. The purchase prices were between $19.77 and $28.54, with an estimated average price of $23.6. The stock is now traded at around $22.77. The impact to a portfolio due to this purchase was 0.47%. The holding were 40,024 shares as of .

Added: The Walt Disney Co (DIS)

West Branch Capital LLC added to a holding in The Walt Disney Co by 59.50%. The purchase prices were between $93.88 and $127.28, with an estimated average price of $110.22. The stock is now traded at around $116.81. The impact to a portfolio due to this purchase was 0.47%. The holding were 15,937 shares as of .

Added: Exxon Mobil Corp (XOM)

West Branch Capital LLC added to a holding in Exxon Mobil Corp by 116.57%. The purchase prices were between $37.53 and $54.74, with an estimated average price of $44.72. The stock is now traded at around $41.36. The impact to a portfolio due to this purchase was 0.46%. The holding were 27,008 shares as of .

Sold Out: CVS Health Corp (CVS)

West Branch Capital LLC sold out a holding in CVS Health Corp. The sale prices were between $55.41 and $70.62, with an estimated average price of $62.88.

Sold Out: Gilead Sciences Inc (GILD)

West Branch Capital LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $72.34 and $84, with an estimated average price of $76.51.

Sold Out: United Parcel Service Inc (UPS)

West Branch Capital LLC sold out a holding in United Parcel Service Inc. The sale prices were between $90 and $111.18, with an estimated average price of $99.66.

Sold Out: Aflac Inc (AFL)

West Branch Capital LLC sold out a holding in Aflac Inc. The sale prices were between $31.83 and $42.1, with an estimated average price of $36.11.



Here is the complete portfolio of West Branch Capital LLC. Also check out:

1. West Branch Capital LLC's Undervalued Stocks
2. West Branch Capital LLC's Top Growth Companies, and
3. West Branch Capital LLC's High Yield stocks
4. Stocks that West Branch Capital LLC keeps buying

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