West Coast Financial LLC Portfolio Holdings
West Coast Financial LLC
- $909 Million
- Q3 2024
West Coast Financial LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $909 Million distributed in 172 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 $144M, Ishares Core S&P 500 ETF with a value of $64.4M, Schwab Short Term Us Treasury with a value of $45.9M, Apple Inc. with a value of $37.6M, and Schwab Intermediate Term Us Tr with a value of $34.3M.
Examining the 13F form we can see an increase of $65M in the current position value, from $844M to 909M.
Below you can find more details about West Coast Financial LLC portfolio as well as his latest detailed transactions.