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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
VOOVanguard Index Fds
Recent Activity
Decreased -2.9%
0.1%
$306,290
568 shares@ $539.25 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -26.84%
0.1%
$289,796
1,886 shares@ $153.66 avg price
SGOLEtfs Gold Tr
Recent Activity
0.09%
$281,888
11,253 shares@ $25.06 avg price
RTXRtx Corporation
Recent Activity
0.09%
$279,985
2,420 shares@ $115.7 avg price
ISRGIntuitive Surgical Inc
Recent Activity
0.09%
$271,942
521 shares@ $521.97 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.59%
0.09%
$262,522
2,503 shares@ $104.89 avg price
IVEIshares Tr
Recent Activity
0.09%
$258,643
1,355 shares@ $190.89 avg price
IAUIshares Gold Tr
Recent Activity
0.08%
$247,550
5,000 shares@ $49.51 avg price
RDDTReddit Inc
Recent Activity
New Position
0.08%
$245,160
1,500 shares@ $163.44 avg price
AJGGallagher Arthur J & Co
Recent Activity
0.08%
$243,544
858 shares@ $283.86 avg price