Portfolio (Quarterly)
Guide ↗
West Branch Capital LLC
· CIK 0001738723| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ACN | ACCENTURE PLC IRELAND | Technology | 53 | $14K | 0.00% | SOLD |
| 22 | FIVE | FIVE BELOW INC | Consumer Cyclical | 75 | $14K | 0.00% | SOLD |
| 23 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 184 | $14K | 0.00% | SOLD |
| 24 | IWP | ISHARES TR | — | 103 | $14K | 0.00% | SOLD |
| 25 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 106 | $14K | 0.00% | SOLD |
| 26 | EIPX | FIRST TR EXCHANGE-TRADED FD | — | 520 | $14K | 0.00% | SOLD |
| 27 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 56 | $14K | 0.00% | SOLD |
| 28 | HEI | HEICO CORP NEW | Industrials | 40 | $13K | 0.00% | SOLD |
| 29 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 150 | $13K | 0.00% | SOLD |
| 30 | TYG | TORTOISE ENERGY INFRA CORP | Financial Services | 297 | $12K | 0.00% | SOLD |
| 31 | BKR | BAKER HUGHES COMPANY | Energy | 262 | $12K | 0.00% | SOLD |
| 32 | — | FORTINET INC | — | 150 | $12K | 0.00% | SOLD |
| 33 | EXPO | EXPONENT INC | Industrials | 170 | $12K | 0.00% | SOLD |
| 34 | XLG | INVESCO EXCHANGE TRADED FD T | — | 190 | $11K | 0.00% | SOLD |
| 35 | IJK | ISHARES TR | — | 114 | $11K | 0.00% | SOLD |
| 36 | ENTG | ENTEGRIS INC | Technology | 130 | $11K | 0.00% | SOLD |
| 37 | TTC | TORO CO | Industrials | 135 | $11K | 0.00% | SOLD |
| 38 | GVA | GRANITE CONSTR INC | Industrials | 88 | $10K | 0.00% | SOLD |
| 39 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 504 | $10K | 0.00% | SOLD |
| 40 | SRE | SEMPRA | Utilities | 110 | $10K | 0.00% | SOLD |
Sector Allocation
Technology
41.3%
Financial Services
15.6%
Communication Services
11.0%
Consumer Cyclical
9.3%
Healthcare
9.1%
Consumer Defensive
7.7%
Industrials
3.1%
Energy
2.6%
Utilities
0.2%
Basic Materials
0.1%