West Branch Capital LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

When it comes to investing, staying updated on the latest changes in holdings can make a huge difference in the success of your portfolio. In this blog post, we will delve into the holdings of West Branch Capital LLC, comparing their Q3 2023 and Q4 2023 13F filings. These filings provide insights into their investments, shedding light on the companies they found most promising and those they decided to part ways with.

Let's begin by examining the changes in holdings for West Branch Capital LLC:

1. Apple Inc (AAPL)

Q3 2023: 138,036 shares

Q4 2023: 141,871 shares

Change: +15.6%

2. Microsoft Corp (MSFT)

Q3 2023: 43,891 shares

Q4 2023: 46,582 shares

Change: +26.4%

3. NVIDIA Corporation (NVDA)

Q3 2023: 35,978 shares

Q4 2023: 34,964 shares

Change: +10.6%

4. Amazon.com Inc (AMZN)

Q3 2023: 72,625 shares

Q4 2023: 75,231 shares

Change: +23.8%

5. Alphabet Inc (GOOGL)

Q3 2023: 78,192 shares

Q4 2023: 81,474 shares

Change: +11.2%

6. SPDR S&P 500 ETF TR (SPY)

Q3 2023: 20,837 shares

Q4 2023: 21,493 shares

Change: +14.7%

7. Moog Inc (MOG.B)

Q3 2023: 60,114 shares

Q4 2023: 60,604 shares

Change: +28.1%

8. Procter and Gamble Co (PG)

Q3 2023: 56,166 shares

Q4 2023: 56,925 shares

Change: +1.8%

9. JPMorgan Chase & Co (JPM)

Q3 2023: 29,247 shares

Q4 2023: 30,183 shares

Change: +21%

10. Visa Inc (V)

Q3 2023: 17,034 shares

Q4 2023: 17,877 shares

Change: +18.8%

These are just a few examples of the changes in holdings for West Branch Capital LLC. It's important to note that the decisions made by investment firms are based on extensive research and analysis. While these changes provide insights into their strategies, it is not a guarantee of future performance.

It is always wise to consult with a financial advisor or do thorough research before making any investment decisions. The world of finance can be complex, and having an expert guide can make a significant difference in your investment journey.

In conclusion, West Branch Capital LLC has made several adjustments to their portfolio between Q3 and Q4 of 2023. By analyzing their 13F filings, we can gain valuable insights into the companies they believe hold potential. As an investor, staying informed about these changes can help you make informed decisions and potentially optimize your own portfolio.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered financial advice. Always do your own research and consult with a professional before making any investment decisions.