West Coast Financial LLC Incresed Positions in Q3 2024

West Coast Financial LLC

  • $909 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.59K
+ 0.46%
$105.53 - $118.34 $590K - $662K
1.23M $144M
JNJ
Johnson & Johnson

Healthcare
57.1K
+ 764.74%
$145.48 - $167.38 $8.31M - $9.56M
64.6K $10.5M
SCHO
Schwab Short Term Us Treasury

ETFs
151K
+ 19.26%
$47.93 - $49.06 $7.26M - $7.43M
937K $45.9M
SCHR
Schwab Intermediate Term Us Tr

ETFs
78.4K
+ 13.08%
$48.4 - $50.91 $3.8M - $3.99M
678K $34.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.78K
+ 1.62%
$520.18 - $576.82 $928K - $1.03M
112K $64.4M
AAPL
Apple Inc.

Technology
49
+ 0.03%
$207.23 - $234.82 $10.2K - $11.5K
161K $37.6M
PSA
Public Storage

Real Estate
217
+ 0.51%
$283.13 - $365.01 $61.4K - $79.2K
43K $15.7M
MBB
Ishares Tr

ETFs
16.4K
+ 6.07%
$90.85 - $96.66 $1.49M - $1.58M
286K $27.4M
CRVL
Corvel Corp

Financial Services
113
+ 0.38%
$250.37 - $326.89 $28.3K - $36.9K
30K $9.82M
MA
Mastercard Inc

Financial Services
178
+ 0.46%
$429.6 - $500.99 $76.5K - $89.2K
39.2K $19.3M
AAON
Aaon, Inc.

Industrials
1.08K
+ 1.35%
$83.58 - $107.82 $89.8K - $116K
80.5K $8.67M
ZTS
Zoetis Inc.

Healthcare
1.17K
+ 1.72%
$172.58 - $196.48 $203K - $231K
69.5K $13.6M
AMT
American Tower Corp

Real Estate
399
+ 0.94%
$192.27 - $242.73 $76.7K - $96.8K
43K $9.99M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3
+ 0.01%
$405.19 - $478.57 $1.22K - $1.44K
31K $14.3M
ITW
Illinois Tool Works Inc

Industrials
355
+ 0.77%
$233.14 - $263.97 $82.8K - $93.7K
46.4K $12.2M
SPGI
S&P Global Inc.

Financial Services
16
+ 0.09%
$446.32 - $527.38 $7.14K - $8.44K
17.4K $8.97M
KR
Kroger CO

Consumer Defensive
478
+ 0.32%
$50.43 - $57.3 $24.1K - $27.4K
148K $8.51M
SNA
Snap On Inc

Industrials
11
+ 0.03%
$255.35 - $289.77 $2.81K - $3.19K
35.7K $10.3M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
763
+ 1.15%
$210.25 - $231.86 $160K - $177K
66.9K $14.9M
ENSG
Ensign Group, Inc

Healthcare
902
+ 2.78%
$124.14 - $153.65 $112K - $139K
33.4K $4.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.03K
+ 1.8%
$75.32 - $84.37 $153K - $171K
115K $9.6M
SYK
Stryker Corp

Healthcare
133
+ 0.4%
$315.94 - $371.96 $42K - $49.5K
33.6K $12.1M
SEIC
Sei Investments CO

Financial Services
1.25K
+ 1.08%
$63.1 - $69.83 $79.1K - $87.6K
117K $8.12M
EHC
Encompass Health Corp

Healthcare
697
+ 1.48%
$83.97 - $97.17 $58.5K - $67.7K
47.7K $4.61M
JKHY
Henry Jack & Associates Inc

Technology
105
+ 0.22%
$160.87 - $177.06 $16.9K - $18.6K
46.9K $8.29M
V
Visa Inc.

Financial Services
297
+ 0.89%
$253.74 - $291.56 $75.4K - $86.6K
33.6K $9.25M
HSY
Hershey CO

Consumer Defensive
698
+ 1.55%
$182.45 - $203.25 $127K - $142K
45.8K $8.79M
ATR
Aptargroup, Inc.

Healthcare
379
+ 1.8%
$138.54 - $160.11 $52.5K - $60.7K
21.5K $3.44M
PEP
Pepsico Inc

Consumer Defensive
100
+ 0.12%
$161.9 - $179.3 $16.2K - $17.9K
85.4K $14.5M
SBUX
Starbucks Corp

Consumer Cyclical
16
+ 0.09%
$72.51 - $98.6 $1.16K - $1.58K
17.7K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
496
+ 4.67%
$255.18 - $283.2 $127K - $140K
11.1K $3.15M
GLD
Spdr Gold Trust

ETFs
365
+ 4.77%
$215.56 - $246.98 $78.7K - $90.1K
8.01K $1.95M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.59K
+ 36.28%
$46.9 - $51.96 $122K - $135K
9.74K $501K
XLV
Select Sector Spdr Fund Health

ETFs
516
+ 11.07%
$143.3 - $157.24 $73.9K - $81.1K
5.18K $797K
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.05%
$66.91 - $81.4 $268 - $326
7.7K $621K
AMP
Ameriprise Financial Inc

Financial Services
7
+ 0.5%
$391.53 - $469.81 $2.74K - $3.29K
1.42K $665K
GE
General Electric CO

Industrials
1
+ 0.06%
$156.66 - $189.66 $157 - $190
1.65K $311K
CL
Colgate Palmolive CO

Consumer Defensive
97
+ 1.78%
$95.54 - $108.77 $9.27K - $10.6K
5.55K $576K
STE
Steris PLC

Healthcare
45
+ 2.82%
$213.51 - $247.14 $9.61K - $11.1K
1.64K $397K
IVW
Ishares S&P 500 Growth ETF

ETFs
155
+ 1.81%
$84.77 - $97.13 $13.1K - $15.1K
8.73K $836K
IDXX
Idexx Laboratories Inc

Healthcare
47
+ 5.48%
$455.08 - $517.19 $21.4K - $24.3K
905 $457K
EFG
Msci Eafe Growth ETF

ETFs
242
+ 9.98%
$96.84 - $108.77 $23.4K - $26.3K
2.67K $287K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
48
+ 1.52%
$117.9 - $128.2 $5.66K - $6.15K
3.2K $410K
AVGO
Broadcom Inc.

Technology
2.17K
+ 905.0%
$136.27 - $1745.86 $296K - $3.79M
2.41K $416K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.95%
$182.15 - $182.15 $3.64K - $3.64K
2.14K $388K
INTU
Intuit Inc

Technology
1
+ 0.23%
$602.97 - $670.49 $603 - $670
428 $265K
HAE
Haemonetics Corp

Healthcare
1.01K
+ 2.19%
$72.45 - $91.58 $73.4K - $92.8K
47.2K $3.79M
QLYS
Qualys, Inc.

Technology
127
+ 0.55%
$120.88 - $149.14 $15.4K - $18.9K
23.2K $2.98M
WM
Waste Management Inc

Industrials
60
+ 0.1%
$196.96 - $223.45 $11.8K - $13.4K
62.5K $13M
Activity Summary
Buys All Purchases 65 New Holdings 11 Increased Positions 54 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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