West Coast Financial

Latest statistics and disclosures from West Coast Financial's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by West Coast Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for West Coast Financial

West Coast Financial holds 158 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 16.4 $125M +36% 1.2M 108.25
 View chart
Ishares Tr Core S&p500 Etf (IVV) 7.2 $55M +12% 114k 477.63
 View chart
Apple (AAPL) 4.1 $31M +7% 162k 192.53
 View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.8 $22M +17% 443k 48.45
 View chart
Microsoft Corporation (MSFT) 2.5 $19M -7% 51k 376.04
 View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.5 $19M +18% 378k 49.72
 View chart
Ishares Tr Mbs Etf (MBB) 2.5 $19M +13% 199k 94.08
 View chart
Alphabet Cap Stk Cl A (GOOGL) 2.4 $18M 132k 139.69
 View chart
Mastercard Incorporated Cl A (MA) 2.2 $17M +8% 39k 426.52
 View chart
Pepsi (PEP) 1.9 $14M +9% 85k 169.84
 View chart
Public Storage (PSA) 1.8 $14M +101% 46k 305.00
 View chart
Zoetis Cl A (ZTS) 1.7 $13M +9% 68k 197.37
 View chart
Amphenol Corp Cl A (APH) 1.7 $13M +64% 129k 99.13
 View chart
Marsh & McLennan Companies (MMC) 1.6 $12M +10% 66k 189.47
 View chart
W.W. Grainger (GWW) 1.6 $12M +9% 15k 828.69
 View chart
Illinois Tool Works (ITW) 1.6 $12M +9% 46k 261.94
 View chart
UnitedHealth (UNH) 1.6 $12M +11% 23k 526.47
 View chart
Accenture Plc Ireland Shs Class A (ACN) 1.6 $12M +8% 34k 350.91
 View chart
Manhattan Associates (MANH) 1.5 $12M +6% 54k 215.32
 View chart
Waste Management (WM) 1.5 $12M +9% 64k 179.10
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $11M -18% 31k 356.66
 View chart
Edwards Lifesciences (EW) 1.4 $11M +11% 144k 76.25
 View chart
Procter & Gamble Company (PG) 1.4 $11M +61% 73k 146.54
 View chart
Chemed Corp Com Stk (CHE) 1.4 $11M +57% 18k 584.75
 View chart
Snap-on Incorporated (SNA) 1.3 $10M +10% 35k 288.84
 View chart
Williams-Sonoma (WSM) 1.3 $10M +10% 50k 201.78
 View chart
Hershey Company (HSY) 1.1 $8.6M +10% 46k 186.44
 View chart
Kla Corp Com New (KLAC) 1.1 $8.6M NEW 15k 581.32
 View chart
Visa Com Cl A (V) 1.1 $8.5M +478% 33k 260.35
 View chart
Ishares Tr Msci Eafe Etf (EFA) 1.1 $8.2M -3% 109k 75.35
 View chart
John Bean Technologies Corporation (JBT) 1.1 $8.1M +7% 82k 99.45
 View chart
Home Depot (HD) 1.1 $8.1M +10% 23k 346.56
 View chart
FactSet Research Systems (FDS) 1.0 $7.8M +12% 16k 477.06
 View chart
S&p Global (SPGI) 1.0 $7.8M +8% 18k 440.52
 View chart
Jack Henry & Associates (JKHY) 1.0 $7.7M +12% 47k 163.41
 View chart
Maximus (MMS) 1.0 $7.4M +8% 88k 83.86
 View chart
CorVel Corporation (CRVL) 0.9 $7.2M +98% 29k 247.21
 View chart
Gentex Corporation (GNTX) 0.9 $6.9M +7% 212k 32.66
 View chart
Kroger (KR) 0.9 $6.8M +9% 150k 45.71
 View chart
Dropbox Cl A (DBX) 0.9 $6.8M -2% 232k 29.48
 View chart
Tractor Supply Company (TSCO) 0.9 $6.7M +13% 31k 215.04
 View chart
J.B. Hunt Transport Services (JBHT) 0.9 $6.5M +8% 33k 199.74
 View chart
ResMed (RMD) 0.8 $6.3M +9% 37k 172.02
 View chart
Meta Platforms Cl A (META) 0.8 $5.9M 17k 353.96
 View chart
Murphy Usa (MUSA) 0.6 $4.9M +10% 14k 356.57
 View chart
Teradyne (TER) 0.6 $4.8M 44k 108.52
 View chart
Target Corporation (TGT) 0.6 $4.4M +11% 31k 142.42
 View chart
Albany Intl Corp Cl A (AIN) 0.6 $4.2M -3% 43k 98.22
 View chart
SEI Investments Company (SEIC) 0.4 $3.3M +7% 53k 63.55
 View chart
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $3.2M -6% 18k 173.89
 View chart
Houlihan Lokey Cl A (HLI) 0.4 $3.0M -77% 25k 119.91
 View chart
Apartment Income Reit Corp (AIRC) 0.4 $3.0M +6% 85k 34.73
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $2.6M -13% 11k 237.23
 View chart
Ishares Tr Rus 1000 Etf (IWB) 0.3 $2.6M -2% 9.8k 262.26
 View chart
USANA Health Sciences (USNA) 0.3 $2.4M +7% 45k 53.60
 View chart
Costco Wholesale Corporation (COST) 0.3 $2.4M +16% 3.6k 660.12
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $2.4M -4% 49k 47.90
 View chart
Kadant (KAI) 0.3 $2.2M -74% 8.0k 280.31
 View chart
Starbucks Corporation (SBUX) 0.2 $1.8M 19k 96.01
 View chart
Ishares Tr Morningstr Us Eq (ILCB) 0.2 $1.8M 28k 65.76
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M +20% 8.7k 200.71
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.7M 12k 140.93
 View chart
Intel Corporation (INTC) 0.2 $1.6M -80% 32k 50.25
 View chart
Diageo Spon Adr New (DEO) 0.2 $1.6M -9% 11k 145.66
 View chart
Clorox Company (CLX) 0.2 $1.5M -84% 10k 142.59
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.5M +183% 7.7k 191.17
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.4M +17% 3.4k 409.52
 View chart
Eli Lilly & Co. (LLY) 0.2 $1.3M NEW 2.3k 582.92
 View chart
Cummins (CMI) 0.2 $1.3M -25% 5.3k 239.60
 View chart
Johnson & Johnson (JNJ) 0.2 $1.2M -77% 7.8k 156.75
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.2M 7.7k 155.33
 View chart
Campbell Soup Company (CPB) 0.1 $1.1M -86% 26k 43.23
 View chart
Select Sector Spdr Tr Technology (XLK) 0.1 $1.1M 5.7k 192.48
 View chart
Amgen (AMGN) 0.1 $1.1M -84% 3.7k 288.04
 View chart
Applied Materials (AMAT) 0.1 $1.0M -5% 6.5k 162.07
 View chart
Becton, Dickinson and (BDX) 0.1 $1.0M -3% 4.2k 243.86
 View chart
Merck & Co (MRK) 0.1 $1.0M -82% 9.2k 109.02
 View chart
Vontier Corporation (VNT) 0.1 $815k -89% 24k 34.55
 View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $788k 14k 55.67
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $783k 5.0k 157.80
 View chart
AFLAC Incorporated (AFL) 0.1 $730k 8.8k 82.50
 View chart
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $728k 2.9k 252.22
 View chart
American Express Company (AXP) 0.1 $726k NEW 3.9k 187.34
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.1 $674k -2% 3.2k 213.33
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $653k -3% 19k 35.20
 View chart
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $651k 8.7k 75.10
 View chart
Cavco Industries (CVCO) 0.1 $615k 1.8k 346.62
 View chart
Nextera Energy (NEE) 0.1 $614k -6% 10k 60.74
 View chart
Cisco Systems (CSCO) 0.1 $603k -89% 12k 50.52
 View chart
Walt Disney Company (DIS) 0.1 $592k -90% 6.6k 90.30
 View chart
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $554k 4.1k 136.38
 View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $532k +15% 14k 38.81
 View chart
Ameriprise Financial (AMP) 0.1 $516k NEW 1.4k 379.83
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $515k -8% 4.7k 108.41
 View chart
AMN Healthcare Services (AMN) 0.1 $495k -92% 6.6k 74.88
 View chart
Kimberly-Clark Corporation (KMB) 0.1 $479k NEW 3.9k 121.51
 View chart
IDEXX Laboratories (IDXX) 0.1 $476k 858.00 555.05
 View chart
Exxon Mobil Corporation (XOM) 0.1 $475k +93% 4.8k 99.98
 View chart
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $470k 7.6k 61.90
 View chart
Colgate-Palmolive Company (CL) 0.1 $445k 5.6k 79.71
 View chart
Nike CL B (NKE) 0.1 $433k 4.0k 108.57
 View chart
Copart (CPRT) 0.1 $425k -4% 8.7k 49.00
 View chart
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $407k -20% 4.0k 100.51
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $403k 3.8k 105.43
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $402k 2.4k 170.40
 View chart
Chevron Corporation (CVX) 0.1 $398k +6% 2.7k 149.19
 View chart
Wal-Mart Stores (WMT) 0.1 $395k +76% 2.5k 157.70
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $379k -9% 5.0k 75.54
 View chart
Steris Shs Usd (STE) 0.0 $370k -5% 1.7k 219.85
 View chart
Philip Morris International (PM) 0.0 $370k NEW 3.9k 94.08
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $367k NEW 4.7k 77.73
 View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $364k -9% 17k 21.18
 View chart
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $360k -9% 6.5k 55.28
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $358k +9% 3.2k 111.63
 View chart
Lowe's Companies (LOW) 0.0 $355k 1.6k 222.55
 View chart
FedEx Corporation (FDX) 0.0 $331k 1.3k 253.04
 View chart
Yum! Brands (YUM) 0.0 $331k 2.5k 130.66
 View chart
Ishares Tr Ishares Biotech (IBB) 0.0 $326k 2.4k 135.85
 View chart
McDonald's Corporation (MCD) 0.0 $319k 1.1k 296.51
 View chart
Novartis Sponsored Adr (NVS) 0.0 $316k -6% 3.1k 100.97
 View chart
Ishares Tr Select Divid Etf (DVY) 0.0 $313k 2.7k 117.22
 View chart
American Tower Reit (AMT) 0.0 $313k -8% 1.4k 215.88
 View chart
AvalonBay Communities (AVB) 0.0 $312k 1.7k 187.22
 View chart
Intuit (INTU) 0.0 $311k 497.00 625.24
 View chart
Ishares Tr Esg Aware Msci (ESML) 0.0 $310k -4% 8.1k 38.01
 View chart
Oracle Corporation (ORCL) 0.0 $308k 2.9k 105.43
 View chart
Zebra Technologies Corporati Cl A (ZBRA) 0.0 $308k -47% 1.1k 273.33
 View chart
Fiserv (FI) 0.0 $305k 2.3k 132.84
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.0 $297k 954.00 310.88
 View chart
General Mills (GIS) 0.0 $293k -3% 4.5k 65.14
 View chart
Mondelez Intl Cl A (MDLZ) 0.0 $293k NEW 4.0k 72.43
 View chart
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $292k 3.1k 95.20
 View chart
Intercontinental Exchange (ICE) 0.0 $289k +4% 2.2k 128.43
 View chart
Amazon (AMZN) 0.0 $289k NEW 1.9k 151.94
 View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $286k 3.8k 75.32
 View chart
Union Pacific Corporation (UNP) 0.0 $279k NEW 1.1k 245.62
 View chart
Pimco Etf Tr Broad Us Tips (TIPZ) 0.0 $274k -10% 5.1k 53.33
 View chart
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $269k 2.2k 125.14
 View chart
Global X Fds Glbl X Mlp Etf (MLPA) 0.0 $267k NEW 6.0k 44.30
 View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.0 $267k -2% 7.1k 37.49
 View chart
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $266k 4.2k 63.33
 View chart
Vanguard Index Fds Large Cap Etf (VV) 0.0 $265k -5% 1.2k 218.15
 View chart
Ishares Tr Us Trsprtion (IYT) 0.0 $262k 1.0k 262.43
 View chart
Wisdomtree Tr Us High Dividend (DHS) 0.0 $247k 3.0k 82.18
 View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $243k 5.2k 47.24
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $242k 2.7k 89.09
 View chart
Broadcom (AVGO) 0.0 $234k NEW 210.00 1116.25
 View chart
Travelers Companies (TRV) 0.0 $230k NEW 1.2k 190.49
 View chart
General Electric Com New (GE) 0.0 $223k NEW 1.8k 127.64
 View chart
Abbvie (ABBV) 0.0 $223k -2% 1.4k 154.97
 View chart
Rbc Cad (RY) 0.0 $223k NEW 2.2k 101.13
 View chart
Altria (MO) 0.0 $220k NEW 5.5k 40.34
 View chart
Charles Schwab Corporation (SCHW) 0.0 $217k NEW 3.2k 68.80
 View chart
Bristol Myers Squibb (BMY) 0.0 $213k 4.1k 51.32
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $209k NEW 5.1k 41.10
 View chart
Verizon Communications (VZ) 0.0 $208k NEW 5.5k 37.70
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $205k NEW 469.00 436.80
 View chart
Lucid Group (LCID) 0.0 $42k 10k 4.21
 View chart

Past Filings by West Coast Financial

SEC 13F filings are viewable for West Coast Financial going back to 2011

View all past filings