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West Branch Capital LLC Buys Vanguard S&P 500 ETF, iShares PHLX SOX Semiconductor Sector Index Fund, VanEck Morningstar Wide Moat ETF, Sells Schwab Short-Term U.S. Treasury ETF, Emerson Electric Co, Cleveland-Cliffs Inc

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Jan 24, 2022
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Investment company West Branch Capital LLC (Current Portfolio) buys Vanguard S&P 500 ETF, iShares PHLX SOX Semiconductor Sector Index Fund, VanEck Morningstar Wide Moat ETF, Eli Lilly and Co, Accenture PLC, sells Schwab Short-Term U.S. Treasury ETF, Emerson Electric Co, Cleveland-Cliffs Inc, iPathA Series B Bloomberg Coffee Subinde, T-Mobile US Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, West Branch Capital LLC. As of 2021Q4, West Branch Capital LLC owns 468 stocks with a total value of $235 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) - 148,887 shares, 11.25% of the total portfolio. Shares added by 0.72%
  2. Microsoft Corp (MSFT) - 45,543 shares, 6.52% of the total portfolio. Shares added by 3.03%
  3. NVIDIA Corp (NVDA) - 47,551 shares, 5.95% of the total portfolio. Shares reduced by 2.64%
  4. Amazon.com Inc (AMZN) - 4,159 shares, 5.90% of the total portfolio. Shares added by 1.17%
  5. Alphabet Inc (GOOGL) - 4,281 shares, 5.28% of the total portfolio. Shares added by 2.51%
New Purchase: Vanguard S&P 500 ETF (VOO)

West Branch Capital LLC initiated holding in Vanguard S&P 500 ETF. The purchase prices were between $392.77 and $439.01, with an estimated average price of $421.15. The stock is now traded at around $404.370000. The impact to a portfolio due to this purchase was 0.12%. The holding were 640 shares as of 2021-12-31.

New Purchase: VanEck Morningstar Wide Moat ETF (MOAT)

West Branch Capital LLC initiated holding in VanEck Morningstar Wide Moat ETF. The purchase prices were between $71.62 and $77.28, with an estimated average price of $75.1. The stock is now traded at around $73.280000. The impact to a portfolio due to this purchase was 0.09%. The holding were 2,657 shares as of 2021-12-31.

New Purchase: Nucor Corp (NUE)

West Branch Capital LLC initiated holding in Nucor Corp. The purchase prices were between $95.99 and $119.67, with an estimated average price of $109.69. The stock is now traded at around $95.310000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Rivian Automotive Inc (RIVN)

West Branch Capital LLC initiated holding in Rivian Automotive Inc. The purchase prices were between $89.98 and $172.01, with an estimated average price of $114.72. The stock is now traded at around $63.900000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Freeport-McMoRan Inc (FCX)

West Branch Capital LLC initiated holding in Freeport-McMoRan Inc. The purchase prices were between $31.71 and $41.99, with an estimated average price of $38.14. The stock is now traded at around $39.960000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,000 shares as of 2021-12-31.

New Purchase: Seagate Technology Holdings PLC (STX)

West Branch Capital LLC initiated holding in Seagate Technology Holdings PLC. The purchase prices were between $79.01 and $115, with an estimated average price of $97.65. The stock is now traded at around $97.160000. The impact to a portfolio due to this purchase was 0.03%. The holding were 681 shares as of 2021-12-31.

Added: iShares PHLX SOX Semiconductor Sector Index Fund (SOXX)

West Branch Capital LLC added to a holding in iShares PHLX SOX Semiconductor Sector Index Fund by 50000.00%. The purchase prices were between $433.84 and $555.47, with an estimated average price of $503.22. The stock is now traded at around $478.040000. The impact to a portfolio due to this purchase was 0.12%. The holding were 501 shares as of 2021-12-31.

Added: Eli Lilly and Co (LLY)

West Branch Capital LLC added to a holding in Eli Lilly and Co by 21.83%. The purchase prices were between $224.85 and $279.04, with an estimated average price of $254.3. The stock is now traded at around $240.420000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,058 shares as of 2021-12-31.

Added: Accenture PLC (ACN)

West Branch Capital LLC added to a holding in Accenture PLC by 101.24%. The purchase prices were between $319.49 and $415.42, with an estimated average price of $365.63. The stock is now traded at around $339.000000. The impact to a portfolio due to this purchase was 0.05%. The holding were 487 shares as of 2021-12-31.

Added: Danaher Corp (DHR)

West Branch Capital LLC added to a holding in Danaher Corp by 92.41%. The purchase prices were between $292.08 and $329.01, with an estimated average price of $311.04. The stock is now traded at around $276.860000. The impact to a portfolio due to this purchase was 0.03%. The holding were 431 shares as of 2021-12-31.

Added: TJX Companies Inc (TJX)

West Branch Capital LLC added to a holding in TJX Companies Inc by 666.67%. The purchase prices were between $62.97 and $75.92, with an estimated average price of $69.51. The stock is now traded at around $69.060000. The impact to a portfolio due to this purchase was 0.03%. The holding were 1,150 shares as of 2021-12-31.

Added: ISHARES TRUST (EMB)

West Branch Capital LLC added to a holding in ISHARES TRUST by 35.24%. The purchase prices were between $105.86 and $110.18, with an estimated average price of $108.44. The stock is now traded at around $104.880000. The impact to a portfolio due to this purchase was 0.03%. The holding were 2,180 shares as of 2021-12-31.

Sold Out: Cleveland-Cliffs Inc (CLF)

West Branch Capital LLC sold out a holding in Cleveland-Cliffs Inc. The sale prices were between $19.23 and $25.63, with an estimated average price of $21.57.

Sold Out: iShares U.S. Consumer Discretionary ETF (IYC)

West Branch Capital LLC sold out a holding in iShares U.S. Consumer Discretionary ETF. The sale prices were between $77.27 and $86.94, with an estimated average price of $82.87.

Sold Out: International Flavors & Fragrances Inc (IFF)

West Branch Capital LLC sold out a holding in International Flavors & Fragrances Inc. The sale prices were between $135.47 and $153.12, with an estimated average price of $145.73.

Sold Out: Southern Co (SOLN)

West Branch Capital LLC sold out a holding in Southern Co. The sale prices were between $50.05 and $53.75, with an estimated average price of $51.74.

Sold Out: iShares U.S. Consumer Staples ETF (IYK)

West Branch Capital LLC sold out a holding in iShares U.S. Consumer Staples ETF. The sale prices were between $178.75 and $200.18, with an estimated average price of $187.17.

Sold Out: Fortive Corp (FTV)

West Branch Capital LLC sold out a holding in Fortive Corp. The sale prices were between $69.95 and $79.13, with an estimated average price of $75.09.



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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