West Coast Financial LLC Incresed Positions in Q4 2024

West Coast Financial LLC

  • $907 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
1.52M
+ 162.21%
$24.06 - $48.88 $36.6M - $74.3M
2.46M $59.1M
AMZN
Amazon Com Inc

Consumer Cyclical
49.1K
+ 3032.57%
$180.88 - $232.93 $8.88M - $11.4M
50.7K $11.1M
GOOGL
Alphabet Inc.

Communication Services
1.81K
+ 1.34%
$161.86 - $196.66 $293K - $356K
137K $26M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
320
+ 1.08%
$260.53 - $404.79 $83.4K - $130K
30K $11.5M
IVV
Ishares Core S&P 500 ETF

ETFs
1.55K
+ 1.39%
$570.51 - $610.59 $883K - $945K
113K $66.7M
SNA
Snap On Inc

Industrials
634
+ 1.78%
$285.44 - $371.35 $181K - $235K
36.3K $12.3M
SEIC
Sei Investments CO

Financial Services
721
+ 0.61%
$69.36 - $86.58 $50K - $62.4K
118K $9.74M
V
Visa Inc.

Financial Services
434
+ 1.29%
$273.87 - $320.91 $119K - $139K
34.1K $10.8M
MA
Mastercard Inc

Financial Services
183
+ 0.47%
$491.3 - $536.15 $89.9K - $98.1K
39.3K $20.7M
MBB
Ishares Tr

ETFs
23.8K
+ 8.3%
$91.26 - $95.82 $2.17M - $2.28M
310K $28.4M
COCO
Vita Coco Company, Inc.

Consumer Defensive
1.11K
+ 1.22%
$27.78 - $37.02 $30.8K - $41.1K
91.8K $3.39M
KR
Kroger CO

Consumer Defensive
431
+ 0.29%
$55.21 - $63.3 $23.8K - $27.3K
149K $9.11M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
8.7K
+ 116.88%
$46.53 - $49.91 $405K - $434K
16.2K $777K
SCHR
Schwab Intermediate Term Us Tr

ETFs
750K
+ 110.61%
$24.19 - $50.58 $18.1M - $37.9M
1.43M $34.7M
QLYS
Qualys, Inc.

Technology
146
+ 0.63%
$119.24 - $159.23 $17.4K - $23.2K
23.3K $3.27M
CRVL
Corvel Corp

Financial Services
60.5K
+ 201.36%
$111.26 - $370.61 $6.73M - $22.4M
90.5K $10.1M
VTI
Vanguard Total Stock Market Et

ETFs
422
+ 3.79%
$280.04 - $302.45 $118K - $128K
11.5K $3.34M
SYK
Stryker Corp

Healthcare
466
+ 1.39%
$345.14 - $392.15 $161K - $183K
34K $12.2M
INGR
Ingredion Inc

Consumer Defensive
650
+ 1.95%
$132.76 - $154.86 $86.3K - $101K
34K $4.68M
ACN
Accenture PLC

Technology
417
+ 1.2%
$343.9 - $376.86 $143K - $157K
35K $12.3M
JKHY
Henry Jack & Associates Inc

Technology
788
+ 1.68%
$171.12 - $186.18 $135K - $147K
47.7K $8.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
78
+ 16.12%
$521.84 - $558.82 $40.7K - $43.6K
562 $302K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
38.9K
+ 200.0%
$22.01 - $66.82 $856K - $2.6M
58.4K $1.32M
BMY
Bristol Myers Squibb CO

Healthcare
37
+ 0.91%
$51.92 - $59.94 $1.92K - $2.22K
4.11K $232K
GLD
Spdr Gold Trust

ETFs
109
+ 1.36%
$236.59 - $257.5 $25.8K - $28.1K
8.12K $1.97M
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.74K
+ 100.0%
$25.33 - $51.16 $247K - $499K
19.5K $503K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.6K
+ 200.0%
$27.54 - $83.04 $319K - $963K
17.4K $482K
ATR
Aptargroup, Inc.

Healthcare
320
+ 1.49%
$156.73 - $176.15 $50.2K - $56.4K
21.8K $3.42M
KMB
Kimberly Clark Corp

Consumer Defensive
124
+ 3.15%
$130.37 - $146.09 $16.2K - $18.1K
4.06K $532K
IVE
Ishares S&P 500 Value ETF

ETFs
53
+ 0.32%
$189.5 - $206.17 $10K - $10.9K
16.4K $3.14M
HAE
Haemonetics Corp

Healthcare
30
+ 0.06%
$71.16 - $93.38 $2.13K - $2.8K
47.2K $3.69M
EHC
Encompass Health Corp

Healthcare
917
+ 1.92%
$92.35 - $103.77 $84.7K - $95.2K
48.6K $4.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
75
+ 0.24%
$442.29 - $483.08 $33.2K - $36.2K
31K $14.1M
TSCO
Tractor Supply CO

Consumer Cyclical
17.3K
+ 371.84%
$52.59 - $303.74 $912K - $5.27M
22K $1.17M
GNTX
Gentex Corp

Consumer Cyclical
53
+ 0.02%
$28.6 - $31.34 $1.52K - $1.66K
212K $6.1M
ITW
Illinois Tool Works Inc

Industrials
668
+ 1.44%
$253.56 - $278.5 $169K - $186K
47.1K $11.9M
ENSG
Ensign Group, Inc

Healthcare
748
+ 2.24%
$132.78 - $156.91 $99.3K - $117K
34.1K $4.54M
WM
Waste Management Inc

Industrials
471
+ 0.75%
$201.79 - $228.46 $95K - $108K
63K $12.7M
SPGI
S&P Global Inc.

Financial Services
90
+ 0.52%
$480.36 - $529.17 $43.2K - $47.6K
17.5K $8.69M
MSFT
Microsoft Corp

Technology
209
+ 0.4%
$406.35 - $454.46 $84.9K - $95K
52.5K $22.1M
MANH
Manhattan Associates Inc

Technology
207
+ 0.49%
$263.36 - $309.78 $54.5K - $64.1K
42.4K $11.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
941
+ 1.41%
$209.89 - $233.24 $198K - $219K
67.8K $14.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.53K
+ 2.2%
$75.1 - $82.99 $190K - $210K
117K $8.87M
MMS
Maximus, Inc.

Industrials
1.55K
+ 1.74%
$69.81 - $92.82 $108K - $144K
90.5K $6.76M
AMT
American Tower Corp

Real Estate
365
+ 0.85%
$179.4 - $232.01 $65.5K - $84.7K
43.3K $7.95M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
691
+ 0.06%
$113.92 - $127.38 $78.7K - $88K
1.23M $142M
ZTS
Zoetis Inc.

Healthcare
1.13K
+ 1.63%
$162.24 - $194.42 $183K - $220K
70.6K $11.5M
Activity Summary
Buys All Purchases 55 New Holdings 7 Increased Positions 48 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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