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 Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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