West Coast Financial LLC has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $824 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $133M, Ishares Core S&P 500 ETF with a value of $58.2M, Schwab Short Term Us Treasury with a value of $30.7M, Apple Inc. with a value of $27.7M, and Schwab Intermediate Term Us Tr with a value of $24.8M.

Examining the 13F form we can see an increase of $62.1M in the current position value, from $762M to 824M.

Below you can find more details about West Coast Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $824 Million
ETFs: $313 Million
Technology: $124 Million
Financial Services: $87.7 Million
Industrials: $78.1 Million
Healthcare: $62.9 Million
Consumer Cyclical: $55.3 Million
Consumer Defensive: $54 Million
Communication Services: $31.4 Million
Other: $17.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $824 Million
  • Prior Value $762 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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