0001754960-20-000002.txt : 20200107 0001754960-20-000002.hdr.sgml : 20200107 20200107135053 ACCESSION NUMBER: 0001754960-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200107 DATE AS OF CHANGE: 20200107 EFFECTIVENESS DATE: 20200107 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: 20512902 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 12-31-2019 12-31-2019 West Branch Capital LLC

9 RESEARCH DRIVE, SUITE 1 PO BOX 2067 AMHERST MA 01004

13F HOLDINGS REPORT 028-18735 N Aryn Sands 877-588-2679 Aryn Sands Reno NV 01-04-2020 0 94 143584 true INFORMATION TABLE 2 InformationTableOutput.xml CREDICORP LTDCOMG2519Y108791 3711 SH SOLE 0 0 3711 EATON CORP PLCSHSG29183103330 3480 SH SOLE 0 0 3480 MEDTRONIC PLCSHSG5960L103465 4095 SH SOLE 0 0 4095 AFLAC INCCOM001055102806 15227 SH SOLE 0 0 15227 AT&T INCCOM00206R1022419 61906 SH SOLE 0 0 61906 ABBOTT LABSCOM002824100777 8948 SH SOLE 0 0 8948 ABBVIE INCCOM00287Y1092444 27606 SH SOLE 0 0 27606 ADOBE INCCOM00724F101682 2068 SH SOLE 0 0 2068 ALPHABET INCCAP STK CL C02079K107460 344 SH SOLE 0 0 344 ALPHABET INCCAP STK CL A02079K3055434 4057 SH SOLE 0 0 4057 AMAZON COM INCCOM0231351067343 3974 SH SOLE 0 0 3974 AMGEN INCCOM0311621001376 5706 SH SOLE 0 0 5706 APPLE INCCOM03783310011492 39137 SH SOLE 0 0 39137 AUTOMATIC DATA PROCESSING INCOM053015103884 5183 SH SOLE 0 0 5183 BANK AMER CORPCOM0605051041264 35897 SH SOLE 0 0 35897 BLACKROCK INCCOM09247X101920 1830 SH SOLE 0 0 1830 BOEING COCOM0970231053051 9365 SH SOLE 0 0 9365 BOOKING HLDGS INCCOM09857L1081201 585 SH SOLE 0 0 585 BRISTOL MYERS SQUIBB COCOM110122108608 9466 SH SOLE 0 0 9466 CSX CORPCOM126408103250 3457 SH SOLE 0 0 3457 CVS HEALTH CORPCOM126650100505 6804 SH SOLE 0 0 6804 CHEVRON CORP NEWCOM166764100718 5959 SH SOLE 0 0 5959 CISCO SYS INCCOM17275R1022034 42415 SH SOLE 0 0 42415 CITIGROUP INCCOM NEW172967424561 7018 SH SOLE 0 0 7018 COCA COLA COCOM191216100702 12688 SH SOLE 0 0 12688 COMCAST CORP NEWCL A20030N101811 18044 SH SOLE 0 0 18044 CONSOLIDATED EDISON INCCOM209115104278 3070 SH SOLE 0 0 3070 CORNING INCCOM219350105691 23726 SH SOLE 0 0 23726 COSTCO WHSL CORP NEWCOM22160K105337 1148 SH SOLE 0 0 1148 DISNEY WALT COCOM DISNEY2546871062019 13960 SH SOLE 0 0 13960 DOMINION ENERGY INCCOM25746U1091024 12366 SH SOLE 0 0 12366 DOUGLAS DYNAMICS INCCOM25960R105332 6040 SH SOLE 0 0 6040 DUKE ENERGY CORP NEWCOM NEW26441C204239 2624 SH SOLE 0 0 2624 EXXON MOBIL CORPCOM30231G1021871 26819 SH SOLE 0 0 26819 FACEBOOK INCCL A30303M1022250 10962 SH SOLE 0 0 10962 FIDELITY COVINGTON TRMSCI FINLS IDX316092501220 4962 SH SOLE 0 0 4962 GALLAGHER ARTHUR J & COCOM363576109232 2439 SH SOLE 0 0 2439 GILEAD SCIENCES INCCOM375558103427 6570 SH SOLE 0 0 6570 HOME DEPOT INCCOM4370761021931 8842 SH SOLE 0 0 8842 INTEL CORPCOM4581401003591 59998 SH SOLE 0 0 59998 INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF46137V431406 6437 SH SOLE 0 0 6437 ISHARES GOLD TRUSTISHARES464285105163 11250 SH SOLE 0 0 11250 ISHARES TRCORE S&P TTL STK464287150255 3512 SH SOLE 0 0 3512 ISHARES TRCORE S&P500 ETF4642872001367 4228 SH SOLE 0 0 4228 ISHARES TRS&P MC 400GR ETF464287606333 1399 SH SOLE 0 0 1399 ISHARES TRRUS 2000 GRW ETF464287648288 1342 SH SOLE 0 0 1342 ISHARES TRRUSSELL 2000 ETF464287655430 2598 SH SOLE 0 0 2598 ISHARES TRCORE S&P US GWT464287671217 3206 SH SOLE 0 0 3206 ISHARES TRSHORT TREAS BD4642886791004 9089 SH SOLE 0 0 9089 ISHARES TRFLTG RATE NT ETF46429B655521 10226 SH SOLE 0 0 10226 ISHARES TRCORE MSCI TOTAL46432F834257 4155 SH SOLE 0 0 4155 JPMORGAN CHASE & COCOM46625H1004710 33789 SH SOLE 0 0 33789 JOHNSON & JOHNSONCOM4781601042655 18203 SH SOLE 0 0 18203 LOCKHEED MARTIN CORPCOM5398301092311 5934 SH SOLE 0 0 5934 M & T BK CORPCOM55261F104764 4499 SH SOLE 0 0 4499 MASTERCARD INCCL A57636Q104886 2966 SH SOLE 0 0 2966 MCCORMICK & CO INCCOM NON VTG579780206210 1239 SH SOLE 0 0 1239 MCDONALDS CORPCOM5801351011869 9461 SH SOLE 0 0 9461 MERCK & CO INCCOM58933Y1051231 13530 SH SOLE 0 0 13530 MICROSOFT CORPCOM5949181045887 37333 SH SOLE 0 0 37333 MICROCHIP TECHNOLOGY INCCOM595017104401 3825 SH SOLE 0 0 3825 MOOG INCCL A6153942023608 42287 SH SOLE 0 0 42287 MOOG INCCL B6153943015121 60114 SH SOLE 0 0 60114 NETFLIX INCCOM64110L106788 2436 SH SOLE 0 0 2436 NEWELL BRANDS INCCOM651229106830 43196 SH SOLE 0 0 43196 NIKE INCCL B654106103468 4620 SH SOLE 0 0 4620 NORFOLK SOUTHERN CORPCOM655844108290 1494 SH SOLE 0 0 1494 NVIDIA CORPCOM67066G1042935 12473 SH SOLE 0 0 12473 OLLIES BARGAIN OUTLT HLDGS ICOM681116109232 3551 SH SOLE 0 0 3551 ORACLE CORPCOM68389X1051219 23006 SH SOLE 0 0 23006 PAYPAL HLDGS INCCOM70450Y103688 6363 SH SOLE 0 0 6363 PEPSICO INCCOM7134481081442 10551 SH SOLE 0 0 10551 PFIZER INCCOM7170811032030 51809 SH SOLE 0 0 51809 PHILIP MORRIS INTL INCCOM718172109210 2469 SH SOLE 0 0 2469 PROCTER & GAMBLE COCOM7427181092521 20188 SH SOLE 0 0 20188 RAYTHEON COCOM NEW755111507265 1205 SH SOLE 0 0 1205 SPDR S&P 500 ETF TRTR UNIT78462F1039080 28210 SH SOLE 0 0 28210 SALESFORCE COM INCCOM79466L3021273 7827 SH SOLE 0 0 7827 SEMPRA ENERGYCOM816851109220 1453 SH SOLE 0 0 1453 SYSCO CORPCOM871829107897 10481 SH SOLE 0 0 10481 TEXAS INSTRS INCCOM882508104374 2914 SH SOLE 0 0 2914 3M COCOM88579Y101295 1673 SH SOLE 0 0 1673 UNION PACIFIC CORPCOM9078181081478 8174 SH SOLE 0 0 8174 UNITED PARCEL SERVICE INCCL B911312106339 2894 SH SOLE 0 0 2894 UNITED TECHNOLOGIES CORPCOM913017109778 5193 SH SOLE 0 0 5193 UNITEDHEALTH GROUP INCCOM91324P1022106 7162 SH SOLE 0 0 7162 V F CORPCOM918204108213 2140 SH SOLE 0 0 2140 VALERO ENERGY CORP NEWCOM91913Y1001176 12556 SH SOLE 0 0 12556 VANGUARD INDEX FDSSM CP VAL ETF9229086112162 15770 SH SOLE 0 0 15770 VANGUARD INDEX FDSTOTAL STK MKT922908769275 1681 SH SOLE 0 0 1681 VERIZON COMMUNICATIONS INCCOM92343V1044983 81156 SH SOLE 0 0 81156 VISA INCCOM CL A92826C8393352 17838 SH SOLE 0 0 17838 WALMART INCCOM9311421031367 11506 SH SOLE 0 0 11506 WELLS FARGO CO NEWCOM949746101634 11793 SH SOLE 0 0 11793