West Coast Financial LLC Portfolio Holdings

West Coast Financial LLC

  • $874 Million
  • Q1 2025

West Coast Financial LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $874 Million distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Sm Cap ETF with a value of $147M, Schwab Short Term Us Treasury with a value of $73.8M, Ishares Core S&P 500 ETF with a value of $68.7M, Schwab Intermediate Term Us Tr with a value of $36.4M, and Apple Inc. with a value of $35.1M.

Examining the 13F form we can see an decrease of $33.6M in the current position value, from $907M to 874M.

Below you can find more details about West Coast Financial LLC portfolio as well as his latest detailed transactions.

Portfolio value $874 Million
ETFs: $409 Million
Technology: $111 Million
Financial Services: $95.9 Million
Healthcare: $64.2 Million
Industrials: $60.4 Million
Consumer Cyclical: $41.1 Million
Consumer Defensive: $36.2 Million
Communication Services: $32.6 Million
Other: $22.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$720B
$1.85 Million 0.21% of portfolio
2,240
Q4 2024 Reduced 0.58%
$98.2B
$1.48 Million 0.17% of portfolio
15,191
Q1 2025 Reduced 5.45%
$16.8B
$1.4 Million 0.16% of portfolio
9,507
Q1 2025 Reduced 1.53%
$47.2B
$1.21 Million 0.14% of portfolio
3,873
Q1 2025 Reduced 8.93%
$112B
$1.26 Million 0.14% of portfolio
1,851
Q1 2025 Reduced 26.75%
$5.88B
$1.14 Million 0.13% of portfolio
20,607
Q1 2025 Reduced 6.32%
$3.76B
$1.18 Million 0.13% of portfolio
3,504
Q1 2025 Reduced 24.37%
$8.64B
$1.04 Million 0.12% of portfolio
1,688
Q1 2025 Reduced 14.88%
$224B
$1.06 Million 0.12% of portfolio
3,949
Q2 2024 Added 0.61%
$146B
$841,000 0.1% of portfolio
2,700
Q1 2025 Added 0.86%
$4.63B
$848,000 0.1% of portfolio
1,650
Q3 2024 Reduced 1.79%
$50B
$786,000 0.09% of portfolio
3,435
Q1 2025 Reduced 10.08%
$67.5B
$680,000 0.08% of portfolio
6,124
Q1 2025 Added 3.03%
$55.9B
$682,000 0.08% of portfolio
1,409
Q4 2024 Reduced 0.49%
$65.5B
$693,000 0.08% of portfolio
6,615
Q1 2025 Reduced 17.83%
$267B
$675,000 0.08% of portfolio
7,698
Q1 2025 Added 0.04%
$207B
$601,000 0.07% of portfolio
6,099
Q1 2025 Reduced 1.49%
$10.2B
$599,000 0.07% of portfolio
1,277
Q1 2025 Reduced 4.84%
$76.1B
$571,000 0.07% of portfolio
6,096
Q1 2025 Added 9.8%
$142B
$648,000 0.07% of portfolio
4,472
Q1 2025 Added 15.23%
$147B
$593,000 0.07% of portfolio
8,366
Q1 2025 Added 0.92%
$273B
$481,000 0.06% of portfolio
919
Q1 2025 Reduced 41.09%
$451B
$510,000 0.06% of portfolio
4,293
Q1 2025 Added 1.75%
$10.6B
$501,000 0.06% of portfolio
12,564
Q1 2025 Reduced 14.41%
$98.4B
$500,000 0.06% of portfolio
2,900
Q1 2024 Added 29.0%
$46.9B
$560,000 0.06% of portfolio
3,938
Q1 2025 Reduced 3.05%
$64.1B
$399,000 0.05% of portfolio
1,509
Q2 2024 Reduced 0.13%
$92.6B
$401,000 0.05% of portfolio
2,400
Q4 2024 Reduced 0.5%
$42.1B
$403,000 0.05% of portfolio
2,564
Q1 2024 Added 1.14%
$43.1B
$400,000 0.05% of portfolio
954
Q1 2025 Added 6.47%
$433B
$440,000 0.05% of portfolio
3,152
Q2 2024 Added 5.38%
$325B
$351,000 0.04% of portfolio
1,680
Q1 2025 Reduced 5.62%
$261B
$380,000 0.04% of portfolio
6,164
Q4 2024 Reduced 6.62%
$13B
$336,000 0.04% of portfolio
4,072
Q1 2025 Reduced 5.94%
$25.2B
$375,000 0.04% of portfolio
1,658
Q1 2025 Added 3.95%
$106B
$327,000 0.04% of portfolio
5,450
Q4 2023 New
$88.9B
$318,000 0.04% of portfolio
14,013
Q1 2025 Reduced 6.17%
$236B
$343,000 0.04% of portfolio
3,084
Q2 2024 Reduced 1.41%
$253B
$330,000 0.04% of portfolio
1,652
Q4 2024 Reduced 0.06%
$239B
$325,000 0.04% of portfolio
1,310
Q1 2025 Added 2.18%
$145B
$359,000 0.04% of portfolio
1,540
Q1 2024 Reduced 3.57%
$59.7B
$310,000 0.04% of portfolio
1,275
Q3 2024 Reduced 2.52%
$18B
$372,000 0.04% of portfolio
819
Q1 2025 Reduced 12.31%
$5.82B
$363,000 0.04% of portfolio
11,095
Q1 2025 Reduced 14.42%
$15.2B
$384,000 0.04% of portfolio
6,792
Q1 2025 Added 9.55%
$142B
$268,000 0.03% of portfolio
1,135
Q4 2023 New
$161B
$246,000 0.03% of portfolio
3,149
Q1 2025 Added 3.28%
$175B
$236,000 0.03% of portfolio
2,095
Q2 2024 Reduced 4.9%
$99.4B
$252,000 0.03% of portfolio
4,144
Q1 2025 Added 0.88%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $874 Million
  • Prior Value $907 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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