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Georgann Ramage

@West Branch Capital Llc

Latest period2024 - Q4ReportedManaged Assets$313.494MTotal holdings546
Assets growth rate8.4%Assets growth rate (2-Q avg)7.91%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in West Branch Capital Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 546 positions.

Assets under management

The assets under management (AUM) of West Branch Capital Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 313.494M in assets, with a quarterly growth rate of 8.4% and a 2-quarter average growth rate of 7.91%. The portfolio is managed by Georgann Ramage, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHGSchwab Strategic Tr
Recent Activity
Increased 300.23%
0.19%
$594,410
21,328 shares@ $27.87 avg price
AXPAmerican Express Co
Recent Activity
Increased 96.85%
0.17%
$518,196
1,746 shares@ $296.8 avg price
IBMInternational Business Machs
Recent Activity
Increased 151.92%
0.17%
$506,792
2,305 shares@ $219.87 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Increased 8.48%
0.15%
$467,095
3,867 shares@ $120.8 avg price
ITOTIshares Tr
Recent Activity
Increased 0.41%
0.15%
$446,745
3,473 shares@ $128.64 avg price
NOWServicenow Inc
Recent Activity
Increased 286.12%
0.15%
$442,071
417 shares@ $1060.13 avg price
HYGIshares Tr
Recent Activity
Increased 4.19%
0.13%
$391,520
4,978 shares@ $78.66 avg price
IUSGIshares Tr
Recent Activity
Increased 0.16%
0.12%
$349,285
2,507 shares@ $139.33 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Increased 0.5%
0.12%
$347,293
1,015 shares@ $342.17 avg price
VTIVanguard Index Fds
Recent Activity
Increased 1.29%
0.11%
$343,221
1,184 shares@ $289.89 avg price