West Coast Financial LLC Reduced Holdings in Q1 2025

West Coast Financial LLC

  • $874 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FDS
Factset Research Systems Inc

Financial Services
-115
- 12.31%
$427.5 - $476.51 $49.2K - $54.8K
819 $372K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-65
- 4.84%
$435.02 - $515.95 $28.3K - $33.5K
1.28K $599K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.39K
- 6.32%
$51.66 - $57.94 $71.8K - $80.5K
20.6K $1.14M
JKHY
Henry Jack & Associates Inc

Technology
-2.06K
- 4.31%
$166.47 - $191.28 $342K - $393K
45.7K $8.34M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-298
- 11.44%
$97.38 - $104.52 $29K - $31.1K
2.31K $232K
AVB
Avalonbay Communities Inc

Real Estate
-34
- 2.55%
$207.86 - $228.08 $7.07K - $7.75K
1.3K $278K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-239
- 1.64%
$39.4 - $42.61 $9.42K - $10.2K
14.4K $575K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-98
- 3.09%
$126.11 - $135.06 $12.4K - $13.2K
3.07K $391K
CHE
Chemed Corp

Healthcare
-295
- 14.88%
$521.84 - $615.32 $154K - $182K
1.69K $1.04M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-600
- 8.12%
$59.28 - $66.1 $35.6K - $39.7K
6.79K $436K
MCD
Mcdonalds Corp

Consumer Cyclical
-5
- 0.55%
$279.74 - $321.29 $1.4K - $1.61K
896 $279K
INTC
Intel Corp

Technology
-922
- 6.17%
$19.1 - $27.39 $17.6K - $25.3K
14K $318K
SBUX
Starbucks Corp

Consumer Cyclical
-876
- 5.45%
$91.75 - $115.81 $80.4K - $101K
15.2K $1.48M
KMB
Kimberly Clark Corp

Consumer Defensive
-124
- 3.05%
$124.46 - $147.4 $15.4K - $18.3K
3.94K $560K
ABBV
Abb Vie Inc.

Healthcare
-100
- 5.62%
$169.2 - $216.66 $16.9K - $21.7K
1.68K $351K
VEA
Vanguard Ftse Developed Market

ETFs
-645
- 1.76%
$47.4 - $52.99 $30.6K - $34.2K
35.9K $1.84M
SYK
Stryker Corp

Healthcare
-700
- 2.06%
$355.18 - $399.9 $249K - $280K
33.3K $12.4M
MA
Mastercard Inc

Financial Services
-1.08K
- 2.75%
$504.67 - $576.31 $546K - $624K
38.3K $21M
EHC
Encompass Health Corp

Healthcare
-1.18K
- 2.43%
$91.05 - $102.2 $108K - $121K
47.4K $4.78M
KR
Kroger CO

Consumer Defensive
-3.44K
- 2.31%
$58.36 - $67.72 $201K - $233K
145K $9.85M
V
Visa Inc.

Financial Services
-487
- 1.43%
$306.92 - $362.71 $149K - $177K
33.6K $11.8M
HCI
Hci Group, Inc.

Financial Services
-1.41K
- 3.89%
$110.25 - $150.47 $155K - $212K
34.9K $5.25M
AMT
American Tower Corp

Real Estate
-1.21K
- 2.8%
$173.46 - $217.6 $211K - $264K
42.1K $9.16M
JNJ
Johnson & Johnson

Healthcare
-475
- 0.75%
$142.06 - $167.7 $67.5K - $79.7K
62.8K $10.4M
WM
Waste Management Inc

Industrials
-1.97K
- 3.12%
$200.54 - $233.78 $395K - $460K
61K $14.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1.33K
- 1.96%
$208.48 - $244.03 $278K - $325K
66.5K $16.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-530
- 1.71%
$442.66 - $534.52 $235K - $283K
30.5K $16M
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
Track This Portfolio

Track West Coast Financial LLC Portfolio

Follow West Coast Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Coast Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Coast Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email