West Coast Financial LLC Reduced Holdings in Q4 2024

West Coast Financial LLC

  • $907 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PSA
Public Storage

Real Estate
-13.4K
- 31.04%
$289.33 - $360.21 $3.86M - $4.81M
29.7K $8.88M
PEP
Pepsico Inc

Consumer Defensive
-27.6K
- 32.29%
$151.29 - $176.1 $4.17M - $4.85M
57.8K $8.79M
GWW
W.W. Grainger, Inc.

Industrials
-4.9K
- 34.17%
$1023.06 - $1220.93 $5.01M - $5.98M
9.44K $9.95M
KLAC
Kla Corp

Technology
-4K
- 61.29%
$614.46 - $829.55 $2.46M - $3.32M
2.53K $1.59M
JNJ
Johnson & Johnson

Healthcare
-1.24K
- 1.91%
$143.34 - $165.86 $177K - $205K
63.3K $9.16M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-4.01K
- 5.56%
$42.57 - $61.09 $171K - $245K
68.1K $3.26M
CHE
Chemed Corp

Healthcare
-1.02K
- 33.86%
$517.44 - $613.19 $525K - $622K
1.98K $1.05M
UNH
Unitedhealth Group Inc

Healthcare
-1.02K
- 39.56%
$485.52 - $625.25 $496K - $638K
1.56K $789K
PG
Procter & Gamble CO

Consumer Defensive
-3.19K
- 13.55%
$161.05 - $179.7 $514K - $574K
20.4K $3.41M
RMD
Resmed Inc

Healthcare
-152
- 0.43%
$228.69 - $256.07 $34.8K - $38.9K
35.3K $8.08M
CPB
Campbell Soup CO

Consumer Defensive
-9.17K
- 38.44%
$41.42 - $48.71 $380K - $446K
14.7K $614K
FN
Fabrinet

Technology
-325
- 1.62%
$214.76 - $271.08 $69.8K - $88.1K
19.7K $4.33M
HD
Home Depot, Inc.

Consumer Cyclical
-36
- 0.16%
$385.02 - $431.37 $13.9K - $15.5K
22.8K $8.87M
DEO
Diageo PLC

Consumer Defensive
-1.61K
- 16.7%
$118.0 - $139.88 $190K - $226K
8.05K $1.02M
LLY
Eli Lilly & CO

Healthcare
-13
- 0.58%
$727.2 - $932.06 $9.45K - $12.1K
2.24K $1.73M
SBUX
Starbucks Corp

Consumer Cyclical
-1.6K
- 9.05%
$87.44 - $102.5 $140K - $164K
16.1K $1.46M
MRK
Merck & Co., Inc.

Healthcare
-933
- 11.58%
$96.31 - $114.76 $89.9K - $107K
7.12K $708K
NEE
Nextera Energy Inc

Utilities
-1.03K
- 11.06%
$69.77 - $85.43 $71.9K - $88.1K
8.29K $594K
VEA
Vanguard Ftse Developed Market

ETFs
-39
- 0.11%
$47.57 - $52.44 $1.86K - $2.05K
36.6K $1.75M
AMGN
Amgen Inc

Healthcare
-59
- 2.16%
$258.78 - $328.31 $15.3K - $19.4K
2.68K $697K
INTC
Intel Corp

Technology
-4.08K
- 21.47%
$19.07 - $26.23 $77.9K - $107K
14.9K $299K
VIG
Vanguard Dividend Appreciation

ETFs
-744
- 34.85%
N/A
1.39K $253K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-2.2K
- 13.1%
$40.15 - $42.9 $88.4K - $94.4K
14.6K $588K
KAI
Kadant Inc

Industrials
-370
- 7.4%
$316.45 - $422.93 $117K - $156K
4.63K $1.6M
XLV
Select Sector Spdr Fund Health

ETFs
-35
- 0.68%
$136.28 - $154.74 $4.77K - $5.42K
5.14K $707K
IDXX
Idexx Laboratories Inc

Healthcare
-9
- 0.99%
$406.92 - $495.42 $3.66K - $4.46K
896 $370K
STE
Steris PLC

Healthcare
-45
- 2.74%
$204.34 - $235.7 $9.2K - $10.6K
1.6K $327K
ILCB
Ishares Morningstar U.S. Equit

ETFs
-1.29K
- 6.66%
$78.43 - $84.56 $101K - $109K
18.1K $1.47M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-200
- 2.64%
$60.13 - $67.31 $12K - $13.5K
7.39K $448K
BDX
Becton Dickinson & CO

Healthcare
-40
- 1.04%
$220.02 - $243.75 $8.8K - $9.75K
3.82K $866K
IWM
Ishares Russell 2000 ETF

ETFs
-269
- 3.27%
$216.13 - $242.4 $58.1K - $65.2K
7.97K $1.76M
TER
Teradyne, Inc

Technology
-140
- 3.13%
$102.58 - $133.62 $14.4K - $18.7K
4.33K $545K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-130
- 8.83%
$473.11 - $555.48 $61.5K - $72.2K
1.34K $673K
XOM
Exxon Mobil Corp

Energy
-85
- 1.97%
$105.51 - $125.37 $8.97K - $10.7K
4.22K $453K
AFL
Aflac Inc

Financial Services
-1
- 0.02%
$100.37 - $115.27 $100 - $115
5.94K $614K
IWN
Ishares Russell2000 Val ETF

ETFs
-145
- 1.95%
$162.69 - $181.35 $23.6K - $26.3K
7.27K $1.19M
CLX
Clorox CO

Consumer Defensive
-247
- 2.49%
$156.51 - $169.74 $38.7K - $41.9K
9.66K $1.57M
ABBV
Abb Vie Inc.

Healthcare
-20
- 1.11%
$164.99 - $203.87 $3.3K - $4.08K
1.78K $316K
GE
General Electric CO

Industrials
-1
- 0.06%
$159.95 - $194.23 $160 - $194
1.65K $275K
CPRT
Copart Inc

Consumer Cyclical
-1.16K
- 15.81%
$51.36 - $63.8 $59.8K - $74.3K
6.2K $355K
AVB
Avalonbay Communities Inc

Real Estate
-84
- 5.94%
$216.28 - $237.81 $18.2K - $20K
1.33K $292K
IBM
International Business Machines Corp

Technology
-76
- 5.6%
$204.9 - $238.04 $15.6K - $18.1K
1.28K $281K
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 1.85%
$288.47 - $316.54 $4.9K - $5.38K
901 $261K
DVY
Ishares Tr

ETFs
-59
- 2.62%
$129.55 - $143.41 $7.64K - $8.46K
2.2K $288K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-29
- 0.91%
$126.68 - $134.74 $3.67K - $3.91K
3.17K $404K
EMR
Emerson Electric CO

Industrials
-200
- 8.71%
$108.13 - $134.33 $21.6K - $26.9K
2.1K $259K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-197
- 2.12%
$311.11 - $335.64 $61.3K - $66.1K
9.08K $2.93M
CSCO
Cisco Systems, Inc.

Technology
-437
- 6.62%
$52.45 - $60.02 $22.9K - $26.2K
6.16K $364K
FDS
Factset Research Systems Inc

Financial Services
-8
- 0.85%
$449.69 - $495.72 $3.6K - $3.97K
934 $448K
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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