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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$3.19 Million 0.36% of portfolio
21,471
Q1 2025 Reduced 1.45%
$291B
$3.14 Million 0.36% of portfolio
11,719
Q1 2025 New
$73.8B
$3.1 Million 0.35% of portfolio
12,228
Q1 2025 New
$8.94B
$2.9 Million 0.33% of portfolio
17,930
Q1 2025 Reduced 11.73%
$5.21B
$2.81 Million 0.32% of portfolio
22,280
Q1 2025 Reduced 4.47%
$0
$2.77 Million 0.32% of portfolio
9,084
Q4 2024 Reduced 2.12%
$454B
$2.76 Million 0.32% of portfolio
2,916
Q1 2025 Reduced 17.04%
$387B
$2.72 Million 0.31% of portfolio
15,958
Q1 2025 Reduced 21.66%
$1.93B
$2.66 Million 0.3% of portfolio
89,059
Q1 2025 Reduced 3.03%
$102B
$2.45 Million 0.28% of portfolio
8,495
Q1 2025 Added 4.63%
$1.02T
$1.89 Million 0.22% of portfolio
12,090
Q1 2025 Reduced 0.97%
$720B
$1.85 Million 0.21% of portfolio
2,240
Q4 2024 Reduced 0.58%
$0
$1.84 Million 0.21% of portfolio
35,918
Q1 2025 Reduced 1.76%
$0
$1.59 Million 0.18% of portfolio
7,952
Q1 2025 Reduced 0.16%
$0
$1.57 Million 0.18% of portfolio
3,347
Q1 2025 Reduced 0.18%
$0
$1.51 Million 0.17% of portfolio
7,340
Q4 2024 Reduced 1.81%
$16.8B
$1.4 Million 0.16% of portfolio
9,507
Q1 2025 Reduced 1.53%
$0
$1.28 Million 0.15% of portfolio
16,653
Q1 2025 Reduced 8.22%
$47.2B
$1.21 Million 0.14% of portfolio
3,873
Q1 2025 Reduced 8.93%
$0
$1.25 Million 0.14% of portfolio
58,350
Q4 2024 Added 200.0%
$112B
$1.26 Million 0.14% of portfolio
1,851
Q1 2025 Reduced 26.75%
$0
$1.1 Million 0.13% of portfolio
7,272
Q4 2024 Reduced 1.95%
$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%
$0
$1.08 Million 0.12% of portfolio
6,310
Q1 2024 Added 27.22%
$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%
$0
$743,000 0.09% of portfolio
2,886
Q2 2019 Added 8.5%
$0
$809,000 0.09% of portfolio
16,165
Q4 2024 New
$50B
$786,000 0.09% of portfolio
3,435
Q1 2025 Reduced 10.08%
$0
$699,000 0.08% of portfolio
3,157
Q4 2023 Reduced 2.98%
$0
$735,000 0.08% of portfolio
16,151
Q4 2024 Added 116.88%
$0
$742,000 0.08% of portfolio
5,141
Q4 2024 Reduced 0.68%
$67.5B
$680,000 0.08% of portfolio
6,124
Q1 2025 Added 3.03%
$0
$735,000 0.08% of portfolio
7,951
Q1 2025 Reduced 8.96%
$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%
$0
$575,000 0.07% of portfolio
14,358
Q1 2025 Reduced 1.64%
$264B
$568,000 0.07% of portfolio
3,580
Q2 2024 Reduced 2.05%
$0
$583,000 0.07% of portfolio
8,622
Q4 2024 New
$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%

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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