West Coast Financial LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $844 Million distributed in 166 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 $131M, Ishares Core S&P 500 ETF with a value of $60.1M, Schwab Short Term Us Treasury with a value of $37.8M, Apple Inc. with a value of $34M, and Schwab Intermediate Term Us Tr with a value of $29.2M.
Examining the 13F form we can see an increase of $19.8M in the current position value, from $824M to 844M.
Below you can find more details about West Coast Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$844 Million
ETFs: $327 Million
Technology: $126 Million
Financial Services: $86.2 Million
Healthcare: $79.4 Million
Industrials: $70.2 Million
Consumer Cyclical: $48.4 Million
Consumer Defensive: $47.7 Million
Communication Services: $36.2 Million
Other: $22.4 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions