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
$451B
$510,000 0.06% of portfolio
4,293
Q1 2025 Added 1.75%
$10.6B
$501,000 0.06% of portfolio
12,564
Q1 2025 Reduced 14.41%
$98.4B
$500,000 0.06% of portfolio
2,900
Q1 2024 Added 29.0%
$46.9B
$560,000 0.06% of portfolio
3,938
Q1 2025 Reduced 3.05%
$0
$488,000 0.06% of portfolio
13,037
Q4 2024 New
$0
$455,000 0.05% of portfolio
17,400
Q4 2024 Added 200.0%
$0
$457,000 0.05% of portfolio
19,488
Q4 2024 Added 100.0%
$64.1B
$399,000 0.05% of portfolio
1,509
Q2 2024 Reduced 0.13%
$92.6B
$401,000 0.05% of portfolio
2,400
Q4 2024 Reduced 0.5%
$42.1B
$403,000 0.05% of portfolio
2,564
Q1 2024 Added 1.14%
$0
$433,000 0.05% of portfolio
2,380
Q1 2025 Added 71.1%
$0
$408,000 0.05% of portfolio
3,887
Q3 2024 Reduced 2.07%
$43.1B
$400,000 0.05% of portfolio
954
Q1 2025 Added 6.47%
$433B
$440,000 0.05% of portfolio
3,152
Q2 2024 Added 5.38%
$0
$436,000 0.05% of portfolio
6,790
Q1 2025 Reduced 8.12%
$0
$391,000 0.04% of portfolio
3,073
Q1 2025 Reduced 3.09%
$261B
$380,000 0.04% of portfolio
6,164
Q4 2024 Reduced 6.62%
$13B
$336,000 0.04% of portfolio
4,072
Q1 2025 Reduced 5.94%
$0
$327,000 0.04% of portfolio
4,200
Q2 2023 New
$0
$318,000 0.04% of portfolio
5,000
Q1 2024 Added 400.0%
$25.2B
$375,000 0.04% of portfolio
1,658
Q1 2025 Added 3.95%
$106B
$327,000 0.04% of portfolio
5,450
Q4 2023 New
$88.9B
$318,000 0.04% of portfolio
14,013
Q1 2025 Reduced 6.17%
$0
$390,000 0.04% of portfolio
3,000
Q1 2024 Added 25.0%
$0
$306,000 0.04% of portfolio
1,200
Q1 2024 Reduced 1.15%
$0
$322,000 0.04% of portfolio
6,033
Q4 2023 New
$0
$340,000 0.04% of portfolio
919
Q2 2024 Reduced 3.16%
$236B
$343,000 0.04% of portfolio
3,084
Q2 2024 Reduced 1.41%
$253B
$330,000 0.04% of portfolio
1,652
Q4 2024 Reduced 0.06%
$239B
$325,000 0.04% of portfolio
1,310
Q1 2025 Added 2.18%
$0
$369,000 0.04% of portfolio
4,364
Q1 2024 Reduced 7.54%
$145B
$359,000 0.04% of portfolio
1,540
Q1 2024 Reduced 3.57%
$59.7B
$310,000 0.04% of portfolio
1,275
Q3 2024 Reduced 2.52%
$18B
$372,000 0.04% of portfolio
819
Q1 2025 Reduced 12.31%
$5.82B
$363,000 0.04% of portfolio
11,095
Q1 2025 Reduced 14.42%
$15.2B
$384,000 0.04% of portfolio
6,792
Q1 2025 Added 9.55%
$142B
$268,000 0.03% of portfolio
1,135
Q4 2023 New
$0
$287,000 0.03% of portfolio
562
Q4 2024 Added 16.12%
$161B
$246,000 0.03% of portfolio
3,149
Q1 2025 Added 3.28%
$0
$293,000 0.03% of portfolio
3,000
Q4 2020 New
$175B
$236,000 0.03% of portfolio
2,095
Q2 2024 Reduced 4.9%
$99.4B
$252,000 0.03% of portfolio
4,144
Q1 2025 Added 0.88%
$71.3B
$235,000 0.03% of portfolio
2,148
Q1 2025 Added 2.53%
$79.5B
$286,000 0.03% of portfolio
2,292
Q2 2023 Reduced 3.0%
$0
$268,000 0.03% of portfolio
2,667
Q3 2024 Added 9.98%
$29.1B
$278,000 0.03% of portfolio
1,297
Q1 2025 Reduced 2.55%
$189B
$263,000 0.03% of portfolio
429
Q1 2025 Added 0.23%
$0
$265,000 0.03% of portfolio
2,152
Q2 2023 Reduced 1.37%
$0
$285,000 0.03% of portfolio
2,152
Q1 2025 Reduced 2.05%

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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