Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

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
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.