West Coast Financial LLC Purchases in Q1 2025

West Coast Financial LLC

  • $874 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
576K
+ 23.45%
$24.1 - $24.34 $13.9M - $14M
3.03M $73.8M
IEFA
Ishares Tr

ETFs
83.9K
+ 2772.36%
$69.57 - $78.65 $5.84M - $6.6M
87K $6.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
180K
+ 14.59%
$102.49 - $119.96 $18.4M - $21.6M
1.41M $147M
CRM
Salesforce, Inc.

Technology
11.7K
New
$268.36 - $359.95 $3.14M - $4.22M
11.7K $3.14M
ECL
Ecolab Inc.

Basic Materials
12.2K
New
$229.72 - $269.82 $2.81M - $3.3M
12.2K $3.1M
MRK
Merck & Co., Inc.

Healthcare
33.5K
+ 469.95%
$83.01 - $101.02 $2.78M - $3.38M
40.6K $3.64M
MBB
Ishares Tr

ETFs
20.5K
+ 6.62%
$90.37 - $94.08 $1.85M - $1.93M
330K $31M
IVV
Ishares Core S&P 500 ETF

ETFs
9.8K
+ 8.65%
$554.06 - $615.85 $5.43M - $6.03M
123K $68.7M
SCHR
Schwab Intermediate Term Us Tr

ETFs
38.6K
+ 2.7%
$24.05 - $24.86 $927K - $959K
1.47M $36.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1K
+ 0.85%
$74.85 - $84.89 $75K - $85.1K
118K $9.76M
VZ
Verizon Communications Inc

Communication Services
4.6K
New
$37.81 - $46.49 $174K - $214K
4.6K $208K
CVX
Chevron Corp

Energy
1.23K
New
$146.71 - $167.97 $180K - $206K
1.23K $205K
VIG
Vanguard Dividend Appreciation

ETFs
989
+ 71.1%
N/A
2.38K $433K
AMGN
Amgen Inc

Healthcare
23
+ 0.86%
$258.59 - $327.36 $5.95K - $7.53K
2.7K $841K
IVE
Ishares S&P 500 Value ETF

ETFs
868
+ 5.28%
$185.78 - $198.58 $161K - $172K
17.3K $3.27M
CL
Colgate Palmolive CO

Consumer Defensive
544
+ 9.8%
$85.68 - $97.5 $46.6K - $53K
6.1K $571K
AFL
Aflac Inc

Financial Services
180
+ 3.03%
$100.99 - $111.19 $18.2K - $20K
6.12K $680K
XOM
Exxon Mobil Corp

Energy
74
+ 1.75%
$105.44 - $118.93 $7.8K - $8.8K
4.29K $510K
STE
Steris PLC

Healthcare
63
+ 3.95%
$202.46 - $232.74 $12.8K - $14.7K
1.66K $375K
IBM
International Business Machines Corp

Technology
28
+ 2.18%
$217.4 - $264.74 $6.09K - $7.41K
1.31K $325K
IDXX
Idexx Laboratories Inc

Healthcare
58
+ 6.47%
$406.29 - $469.04 $23.6K - $27.2K
954 $400K
CPRT
Copart Inc

Consumer Cyclical
592
+ 9.55%
$52.3 - $59.83 $31K - $35.4K
6.79K $384K
SCHW
Schwab Charles Corp

Financial Services
100
+ 3.28%
$71.24 - $83.64 $7.12K - $8.36K
3.15K $246K
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 0.88%
$53.9 - $63.11 $1.94K - $2.27K
4.14K $252K
AMAT
Applied Materials Inc

Technology
591
+ 15.23%
$145.06 - $195.51 $85.7K - $116K
4.47K $648K
NEE
Nextera Energy Inc

Utilities
76
+ 0.92%
$66.96 - $76.16 $5.09K - $5.79K
8.37K $593K
INTU
Intuit Inc

Technology
1
+ 0.23%
$555.63 - $630.23 $556 - $630
429 $263K
WMT
Walmart Inc.

Consumer Defensive
3
+ 0.04%
$84.5 - $105.05 $254 - $315
7.7K $675K
EMR
Emerson Electric CO

Industrials
53
+ 2.53%
$108.64 - $131.17 $5.76K - $6.95K
2.15K $235K
NKE
Nike, Inc.

Consumer Cyclical
91
+ 2.75%
$63.29 - $81.72 $5.76K - $7.44K
3.4K $215K
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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