West Coast Financial

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

Portfolio Holdings for West Coast Financial

Companies in the West Coast Financial portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; SmallCap 600 Index (IJR) 10.04 672861 +15% 56.11
Invesco S&p 500 Low Volatility Etf 7.79 623889 -11% 46.92
Apple (AAPL) 3.57 52802 -3% 254.29
Invesco S&p Smallcap Low Volatility Etf 3.15 357307 +6% 33.14
MasterCard Incorporated (MA) 3.03 47193 241.56
Intel Corporation (INTC) 2.86 198370 54.12
Berkshire Hathaway (BRK.B) 2.55 52410 182.83
Teradyne (TER) 2.37 164446 +2% 54.17
Microsoft Corporation (MSFT) 2.32 55416 +658% 157.72
Schwab Strategic Tr sht tm us tres 2.32 168763 -16% 51.73
Becton, Dickinson and (BDX) 2.25 36804 229.76
Alphabet Inc Class A cs 2.09 6755 1161.95
Starbucks Corporation (SBUX) 2.01 114925 65.74
Facebook Inc cl a 2.01 45237 NEW 166.81
Illinois Tool Works (ITW) 1.97 52177 142.11
Align Technology (ALGN) 1.97 42499 NEW 173.96
ResMed (RMD) 1.91 48815 147.29
Cavco Industries (CVCO) 1.88 48701 144.95
AFLAC Incorporated (AFL) 1.81 198661 34.24
Walgreen Boots Alliance 1.79 147208 45.75
Steris Plc Ord equities 1.74 46664 139.98
Walt Disney Company (DIS) 1.73 67219 96.59
AMN Healthcare Services (AHS) 1.68 109407 -28% 57.81
Nextera Energy Inc C om 1.62 25373 240.61
MAXIMUS (MMS) 1.60 103656 +3% 58.20
Applied Materials (AMAT) 1.59 130500 -29% 45.82
Cummins (CMI) 1.58 43986 135.32
Schwab Strategic Tr intrm trm 1.50 96206 -12% 58.78
Albany International (AIN) 1.48 117423 NEW 47.33
iShares S&P; 500 Index (IVV) 1.45 21095 +9% 258.40
FedEx Corporation (FDX) 1.28 39686 +9% 121.25
Cerner Corporation (CERN) 1.28 76172 -3% 62.99
Acuity Brands (AYI) 1.25 54651 85.65
Gentex Corporation (GNTX) 1.25 211314 22.16
Marriott International (MAR) 1.24 62505 74.81
Boeing Company (BA) 1.19 30044 +792% 149.15
Thor Industries (THO) 1.13 100677 +4% 42.18
Zoetis Inc Cl A 1.06 33816 NEW 117.70
Merck & Co (MRK) 1.05 51402 NEW 76.94
Portland General Electric Company (POR) 1.04 81875 47.94
Home Depot (HD) 1.01 20322 +1737% 186.69
Omnicell (OMCL) 0.98 56089 +4% 65.57
Houlihan Lokey Inc cl a 0.92 66499 NEW 52.12
iShares Morningstar Large Core Idx (JKD) 0.89 22880 -15% 146.59
Manhattan Associates (MANH) 0.64 48195 +2% 49.82
Costco Wholesale Corporation (COST) 0.43 5704 285.06
Diageo (DEO) 0.41 12174 +5% 127.16
Accenture 0.40 9250 163.24
iShares Russell 1000 Index (IWB) 0.40 10583 141.55
Visa (V) 0.33 7679 +7% 161.09
Pepsi (PEP) 0.30 9493 -3% 120.09
Johnson & Johnson (JNJ) 0.27 7758 -9% 131.09
ISHARES TR MSCI Small Cap msci small cap 0.27 22586 -5% 44.85
NIKE (NKE) 0.24 11106 -7% 82.75
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.23 7758 -9% 113.04
Vanguard Total Stock Market ETF (VTI) 0.23 6820 -8% 128.89
iShares Russell 2000 Value Index (IWN) 0.22 10076 -9% 82.08
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.21 7368 -23% 106.27
Alphabet Inc Class C cs 0.20 657 -14% 1162.86
Public Storage (PSA) 0.19 3653 198.74
Verizon Communications (VZ) 0.19 13166 53.70
iShares Russell 2000 Index (IWM) 0.19 6329 -7% 114.39
iShares S&P; 500 Growth Index (IVW) 0.19 4281 165.15
Invesco Exchange Traded Fd T ftse rafi 1000 0.19 7635 -15% 92.47
Legg Mason (LM) 0.17 12874 -41% 48.86
iShares MSCI EAFE Index Fund (EFA) 0.17 12260 -33% 53.43
Invesco Qqq Trust Series 1 0.17 3281 -4% 190.49
SPDR Barclays Capital Inter Term (ITE) 0.14 15786 -56% 33.13
Allergan 0.13 2758 -24% 176.94
Copart (CPRT) 0.12 6675 -4% 68.46
iShares Russell 2000 Growth Index (IWO) 0.12 2886 158.00
Colgate-Palmolive Company (CL) 0.11 6353 66.43
Procter & Gamble Company (PG) 0.11 3791 -3% 110.00
iShares MSCI EAFE Growth Index (EFG) 0.11 5645 -11% 71.04
IDEXX Laboratories (IDXX) 0.10 1531 -5% 242.33
Spdr Ser Tr sp500 fosl etf 0.10 5982 -16% 63.86
Charles Schwab Corporation (SCHW) 0.09 10464 -95% 33.64
3M Company (MMM) 0.09 2448 -87% 136.44
AT&T; (T) 0.09 12141 +4% 29.16
Novartis AG (NVS) 0.09 3956 -5% 82.41
Vanguard Health Care ETF (VHT) 0.09 2085 165.95
Chevron Corporation (CVX) 0.08 3908 -46% 72.42
Ishares Tr eafe min volat 0.08 5030 -8% 62.03
Invesco Exchange Traded Fd T ftse rafi 1500 0.08 3332 -17% 89.44
McDonald's Corporation (MCD) 0.07 1700 -4% 165.29
Polaris Industries (PII) 0.07 5095 -49% 48.09
Amgen (AMGN) 0.07 1297 -8% 202.78
iShares Dow Jones Select Dividend (DVY) 0.07 3799 -7% 73.44
* Proshares Tr S&p 500 Aristo Added 0.07 4728 -2% 57.74
U.S. Ban (USB) 0.06 7039 34.38
Lowe's Companies (LOW) 0.06 2800 86.07
Intuit (INTU) 0.06 996 -3% 229.92
iShares S&P; 500 Value Index (IVE) 0.06 2355 -69% 96.39
Ishares Inc ctr wld minvl 0.06 2625 -43% 80.38
Flexshares Tr us quality cap 0.06 7242 NEW 28.72
Vanguard Dividend Appreciation ETF (VIG) 0.05 1950 NEW 103.59

Past Filings by West Coast Financial

View past SEC 13F filings by West Coast Financial

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