West Coast Financial LLC Reduced Holdings in Q3 2024

West Coast Financial LLC

  • $909 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-20.2K
- 88.69%
$488.01 - $604.18 $9.87M - $12.2M
2.58K $1.51M
TSCO
Tractor Supply CO

Consumer Cyclical
-26.6K
- 85.09%
$251.95 - $290.93 $6.7M - $7.74M
4.66K $1.36M
KLAC
Kla Corp

Technology
-8.12K
- 55.42%
$696.17 - $892.35 $5.65M - $7.24M
6.53K $5.05M
MUSA
Murphy Usa Inc.

Consumer Cyclical
-12.3K
- 89.31%
$452.85 - $536.35 $5.57M - $6.6M
1.47K $724K
MANH
Manhattan Associates Inc

Technology
-12.2K
- 22.42%
$218.59 - $286.0 $2.66M - $3.48M
42.2K $11.9M
GNTX
Gentex Corp

Consumer Cyclical
-652
- 0.31%
$28.39 - $35.19 $18.5K - $22.9K
212K $6.3M
APH
Amphenol Corp

Technology
-1.98K
- 0.79%
$58.39 - $70.41 $115K - $139K
249K $16.2M
AMAT
Applied Materials Inc

Technology
-375
- 5.92%
$174.88 - $254.97 $65.6K - $95.6K
5.96K $1.2M
GOOG
Alphabet Inc.

Communication Services
-180
- 1.45%
$149.54 - $192.66 $26.9K - $34.7K
12.2K $2.04M
CHE
Chemed Corp

Healthcare
-703
- 18.99%
$527.82 - $600.97 $371K - $422K
3K $1.8M
TER
Teradyne, Inc

Technology
-599
- 11.82%
$114.25 - $163.0 $68.4K - $97.6K
4.47K $598K
VNT
Vontier Corp

Technology
-2.33K
- 14.69%
$31.95 - $41.39 $74.5K - $96.5K
13.5K $456K
INTC
Intel Corp

Technology
-198
- 1.03%
$18.9 - $34.87 $3.74K - $6.9K
19K $446K
AMN
Amn Healthcare Services Inc

Healthcare
-1.13K
- 18.81%
$41.07 - $68.05 $46.5K - $77K
4.89K $207K
FDS
Factset Research Systems Inc

Financial Services
-355
- 27.37%
$397.04 - $469.48 $141K - $167K
942 $433K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-200
- 29.24%
$475.2 - $527.7 $95K - $106K
484 $255K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-2.13K
- 9.89%
$71.38 - $79.23 $152K - $169K
19.4K $1.54M
DIS
Walt Disney CO

Communication Services
-418
- 5.87%
$85.6 - $98.61 $35.8K - $41.2K
6.7K $644K
CPRT
Copart Inc

Consumer Cyclical
-800
- 9.8%
$49.19 - $55.54 $39.4K - $44.4K
7.36K $385K
FDX
Fedex Corp

Industrials
-33
- 2.52%
$254.64 - $313.52 $8.4K - $10.3K
1.28K $348K
XOM
Exxon Mobil Corp

Energy
-450
- 9.47%
$109.72 - $119.0 $49.4K - $53.6K
4.3K $504K
AVB
Avalonbay Communities Inc

Real Estate
-303
- 17.64%
$200.95 - $234.65 $60.9K - $71.1K
1.42K $318K
AMGN
Amgen Inc

Healthcare
-199
- 6.78%
$309.38 - $337.38 $61.6K - $67.1K
2.74K $881K
EMR
Emerson Electric CO

Industrials
-200
- 8.02%
$98.19 - $118.87 $19.6K - $23.8K
2.3K $251K
GIS
General Mills Inc

Consumer Defensive
-750
- 21.26%
$62.5 - $75.15 $46.9K - $56.4K
2.78K $205K
AMZN
Amazon Com Inc

Consumer Cyclical
-10
- 0.61%
$161.02 - $200.0 $1.61K - $2K
1.62K $301K
VZ
Verizon Communications Inc

Communication Services
-500
- 9.93%
$38.89 - $45.0 $19.4K - $22.5K
4.54K $203K
MUB
Ishares National Muni Bond ETF

ETFs
-82
- 2.07%
$106.13 - $108.7 $8.7K - $8.91K
3.89K $422K
PG
Procter & Gamble CO

Consumer Defensive
-1.16K
- 4.68%
$160.76 - $177.82 $186K - $206K
23.6K $4.08M
DVY
Ishares Tr

ETFs
-200
- 8.14%
$119.99 - $135.74 $24K - $27.1K
2.26K $304K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-200
- 7.13%
$95.1 - $106.76 $19K - $21.4K
2.6K $278K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-43
- 1.24%
$434.77 - $502.96 $18.7K - $21.6K
3.43K $1.67M
BDX
Becton Dickinson & CO

Healthcare
-73
- 1.86%
$221.47 - $242.41 $16.2K - $17.7K
3.86K $930K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-480
- 4.92%
$283.28 - $314.39 $136K - $151K
9.28K $2.92M
NKE
Nike, Inc.

Consumer Cyclical
-260
- 7.28%
$71.09 - $89.44 $18.5K - $23.3K
3.31K $292K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-262
- 1.54%
$37.33 - $40.63 $9.78K - $10.6K
16.8K $682K
DEO
Diageo PLC

Consumer Defensive
-800
- 7.65%
$120.02 - $140.77 $96K - $113K
9.66K $1.36M
ABBV
Abb Vie Inc.

Healthcare
-7
- 0.39%
$163.84 - $199.33 $1.15K - $1.4K
1.8K $355K
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 2.47%
$801.83 - $917.05 $71.4K - $81.6K
3.52K $3.12M
IWN
Ishares Russell2000 Val ETF

ETFs
-259
- 3.37%
$150.05 - $171.34 $38.9K - $44.4K
7.42K $1.24M
KAI
Kadant Inc

Industrials
-513
- 9.3%
$290.3 - $356.64 $149K - $183K
5K $1.69M
CPB
Campbell Soup CO

Consumer Defensive
-130
- 0.54%
$45.01 - $51.89 $5.85K - $6.75K
23.8K $1.17M
NEE
Nextera Energy Inc

Utilities
-335
- 3.47%
$69.9 - $84.97 $23.4K - $28.5K
9.32K $787K
IWM
Ishares Russell 2000 ETF

ETFs
-138
- 1.65%
$200.87 - $224.6 $27.7K - $31K
8.23K $1.82M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-30
- 1.79%
$335.64 - $444.2 $10.1K - $13.3K
1.65K $705K
CMI
Cummins Inc

Industrials
-249
- 5.53%
$266.63 - $326.4 $66.4K - $81.3K
4.25K $1.38M
TGT
Target Corp

Consumer Defensive
-604
- 2.06%
$133.47 - $159.25 $80.6K - $96.2K
28.7K $4.47M
IVE
Ishares S&P 500 Value ETF

ETFs
-281
- 1.69%
$181.06 - $197.17 $50.9K - $55.4K
16.4K $3.23M
CLX
Clorox CO

Consumer Defensive
-33
- 0.33%
$131.73 - $166.97 $4.35K - $5.51K
9.9K $1.61M
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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