West Coast Financial LLC Portfolio Holdings
West Coast Financial LLC
- $907 Million
- Q4 2024
West Coast Financial LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $907 Million distributed in 165 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 $142M, Ishares Core S&P 500 ETF with a value of $66.7M, Schwab Short Term Us Treasury with a value of $59.1M, Apple Inc. with a value of $40.3M, and Schwab Intermediate Term Us Tr with a value of $34.7M.
Examining the 13F form we can see an decrease of $1.73M in the current position value, from $909M to 907M.
Below you can find more details about West Coast Financial LLC portfolio as well as his latest detailed transactions.
Portfolio value
$907 Million
ETFs: $377 Million
Technology: $133 Million
Financial Services: $101 Million
Healthcare: $77.6 Million
Industrials: $67.4 Million
Consumer Cyclical: $54.8 Million
Communication Services: $38.8 Million
Consumer Defensive: $38.5 Million
Other: $18.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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