West Coast Financial
Latest statistics and disclosures from West Coast Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJR, SCHO, IVV, SCHR, AAPL, and represent 41.33% of West Coast Financial's stock portfolio.
- Added to shares of these 10 stocks: IJR (+$19M), SCHO (+$14M), IEFA (+$6.4M), IVV (+$5.5M), CRM, ECL, MRK, MBB, SCHR, VZ.
- Started 4 new stock positions in CRM, VZ, ECL, CVX.
- Reduced shares in these 10 stocks: , APH (-$6.5M), CRVL (-$5.2M), WSM, SEIC, HAE, , AAON, PG, AAPL.
- Sold out of its positions in EW, HAE, HALO, SPLV, IYW, IJS, MAR.
- West Coast Financial was a net buyer of stock by $2.7M.
- West Coast Financial has $876M in assets under management (AUM), dropping by -3.48%.
- Central Index Key (CIK): 0001511985
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Portfolio Holdings for West Coast Financial
West Coast Financial holds 162 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Scp Etf (IJR) | 16.8 | $148M | +14% | 1.4M | 104.57 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 8.4 | $74M | +23% | 3.0M | 24.34 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $69M | +8% | 123k | 561.90 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 4.2 | $37M | +2% | 1.5M | 24.86 |
|
| Apple (AAPL) | 4.0 | $35M | 158k | 222.13 |
|
|
| Ishares Tr Mbs Etf (MBB) | 3.5 | $31M | +6% | 331k | 93.78 |
|
| Mastercard Incorporated Cl A (MA) | 2.4 | $21M | -2% | 38k | 548.11 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $21M | -2% | 134k | 154.64 |
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| Microsoft Corporation (MSFT) | 2.2 | $19M | -3% | 51k | 375.39 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $16M | 31k | 532.58 |
|
|
| Marsh & McLennan Companies (MMC) | 1.9 | $16M | 67k | 244.03 |
|
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| Waste Management (WM) | 1.6 | $14M | -3% | 61k | 231.51 |
|
| Stryker Corporation (SYK) | 1.4 | $12M | -2% | 33k | 372.25 |
|
| Snap-on Incorporated (SNA) | 1.4 | $12M | 36k | 337.01 |
|
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| Visa Com Cl A (V) | 1.3 | $12M | 34k | 350.46 |
|
|
| Illinois Tool Works (ITW) | 1.3 | $12M | 46k | 248.01 |
|
|
| Zoetis Cl A (ZTS) | 1.3 | $11M | -3% | 68k | 164.65 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.2 | $11M | 35k | 312.04 |
|
|
| Johnson & Johnson (JNJ) | 1.2 | $10M | 63k | 165.84 |
|
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| Kroger (KR) | 1.1 | $9.8M | -2% | 146k | 67.69 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.1 | $9.7M | 118k | 81.73 |
|
|
| Amphenol Corp Cl A (APH) | 1.1 | $9.7M | -40% | 147k | 65.59 |
|
| Amazon (AMZN) | 1.1 | $9.4M | -2% | 50k | 190.26 |
|
| Meta Platforms Cl A (META) | 1.1 | $9.2M | -4% | 16k | 576.37 |
|
| American Tower Reit (AMT) | 1.0 | $9.2M | -2% | 42k | 217.60 |
|
| W.W. Grainger (GWW) | 1.0 | $9.1M | -2% | 9.2k | 987.82 |
|
| Public Storage (PSA) | 1.0 | $8.7M | -2% | 29k | 299.29 |
|
| S&p Global (SPGI) | 1.0 | $8.6M | -3% | 17k | 508.10 |
|
| Jack Henry & Associates (JKHY) | 1.0 | $8.3M | -4% | 46k | 182.60 |
|
| Pepsi (PEP) | 0.9 | $8.3M | -4% | 55k | 149.94 |
|
| Lululemon Athletica (LULU) | 0.9 | $8.2M | -2% | 29k | 283.06 |
|
| Home Depot (HD) | 0.9 | $8.0M | -3% | 22k | 366.49 |
|
| ResMed (RMD) | 0.9 | $7.6M | -3% | 34k | 223.85 |
|
| Manhattan Associates (MANH) | 0.8 | $7.1M | -3% | 41k | 173.04 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $6.6M | +2772% | 87k | 75.65 |
|
| Adobe Systems Incorporated (ADBE) | 0.7 | $6.6M | -5% | 17k | 383.53 |
|
| Maximus (MMS) | 0.7 | $6.1M | 89k | 68.19 |
|
|
| Hci (HCI) | 0.6 | $5.2M | -3% | 35k | 149.23 |
|
| CorVel Corporation (CRVL) | 0.6 | $5.0M | -50% | 45k | 111.97 |
|
| Williams-Sonoma (WSM) | 0.6 | $4.9M | -49% | 31k | 158.10 |
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| SEI Investments Company (SEIC) | 0.5 | $4.8M | -47% | 62k | 77.63 |
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| Encompass Health Corp (EHC) | 0.5 | $4.8M | -2% | 47k | 101.28 |
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| Gentex Corporation (GNTX) | 0.5 | $4.8M | -3% | 204k | 23.30 |
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| Ingredion Incorporated (INGR) | 0.5 | $4.4M | -3% | 33k | 135.21 |
|
| Ensign (ENSG) | 0.5 | $4.3M | 34k | 129.40 |
|
|
| Aaon Com Par $0.004 (AAON) | 0.5 | $4.0M | -36% | 51k | 78.13 |
|
| Fabrinet SHS (FN) | 0.4 | $3.7M | -4% | 19k | 197.51 |
|
| Merck & Co (MRK) | 0.4 | $3.6M | +469% | 41k | 89.76 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.3M | +5% | 17k | 190.58 |
|
| Aptar (ATR) | 0.4 | $3.2M | 22k | 148.38 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $3.2M | 12k | 274.84 |
|
|
| salesforce (CRM) | 0.4 | $3.1M | NEW | 12k | 268.36 |
|
| Ecolab (ECL) | 0.4 | $3.1M | NEW | 12k | 253.52 |
|
| Houlihan Lokey Cl A (HLI) | 0.3 | $2.9M | -11% | 18k | 161.50 |
|
| Qualys (QLYS) | 0.3 | $2.8M | -4% | 22k | 125.93 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $2.8M | 9.1k | 306.74 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $2.8M | -17% | 2.9k | 945.64 |
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| Vita Coco Co Inc/the (COCO) | 0.3 | $2.7M | -3% | 89k | 30.65 |
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| Procter & Gamble Company (PG) | 0.3 | $2.7M | -21% | 16k | 170.42 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.4M | +4% | 8.5k | 288.14 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | 12k | 156.23 |
|
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| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | 2.2k | 825.91 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | 36k | 50.83 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.6M | 8.0k | 199.49 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 3.3k | 468.90 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $1.5M | 7.3k | 206.48 |
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| Starbucks Corporation (SBUX) | 0.2 | $1.5M | -5% | 15k | 98.09 |
|
| Clorox Company (CLX) | 0.2 | $1.4M | 9.5k | 147.25 |
|
|
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $1.3M | -8% | 17k | 77.26 |
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| Kla Corp Com New (KLAC) | 0.1 | $1.3M | -26% | 1.9k | 679.68 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.3M | 58k | 21.53 |
|
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| Cummins (CMI) | 0.1 | $1.2M | -8% | 3.9k | 313.44 |
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| Kadant (KAI) | 0.1 | $1.2M | -24% | 3.5k | 336.91 |
|
| Tractor Supply Company (TSCO) | 0.1 | $1.1M | -6% | 21k | 55.10 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.1M | 7.3k | 150.98 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.1M | 6.3k | 173.23 |
|
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| American Express Company (AXP) | 0.1 | $1.1M | 3.9k | 269.05 |
|
|
| Chemed Corp Com Stk (CHE) | 0.1 | $1.0M | -14% | 1.7k | 615.32 |
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| Cavco Industries (CVCO) | 0.1 | $857k | 1.7k | 519.63 |
|
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| Amgen (AMGN) | 0.1 | $841k | 2.7k | 311.60 |
|
|
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.1 | $815k | 16k | 50.43 |
|
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| Becton, Dickinson and (BDX) | 0.1 | $787k | -10% | 3.4k | 229.06 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $751k | 5.1k | 146.02 |
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|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $739k | 16k | 45.75 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $738k | -8% | 8.0k | 92.83 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $738k | 2.9k | 255.53 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $700k | 3.2k | 221.75 |
|
|
| Diageo Spon Adr New (DEO) | 0.1 | $693k | -17% | 6.6k | 104.79 |
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| Ameriprise Financial (AMP) | 0.1 | $682k | 1.4k | 484.11 |
|
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| AFLAC Incorporated (AFL) | 0.1 | $681k | +3% | 6.1k | 111.19 |
|
| Wal-Mart Stores (WMT) | 0.1 | $676k | 7.7k | 87.79 |
|
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| Applied Materials (AMAT) | 0.1 | $649k | +15% | 4.5k | 145.12 |
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| Walt Disney Company (DIS) | 0.1 | $602k | 6.1k | 98.70 |
|
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| Murphy Usa (MUSA) | 0.1 | $600k | -4% | 1.3k | 469.92 |
|
| Nextera Energy (NEE) | 0.1 | $593k | 8.4k | 70.89 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 0.1 | $581k | 8.6k | 67.34 |
|
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $580k | 14k | 40.41 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $571k | +9% | 6.1k | 93.70 |
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| Philip Morris International (PM) | 0.1 | $568k | 3.6k | 158.73 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $560k | -3% | 3.9k | 142.22 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $511k | 4.3k | 118.93 |
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| Fiserv (FI) | 0.1 | $506k | 2.3k | 220.83 |
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| Campbell Soup Company (CPB) | 0.1 | $502k | -14% | 13k | 39.92 |
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| Intercontinental Exchange (ICE) | 0.1 | $500k | 2.9k | 172.50 |
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| Ishares Tr Esg Scrnd S&p Sm (XJR) | 0.1 | $491k | 13k | 37.62 |
|
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| UnitedHealth (UNH) | 0.1 | $481k | -41% | 919.00 | 523.55 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $462k | +71% | 2.4k | 193.99 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $457k | 20k | 23.43 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $456k | 17k | 26.20 |
|
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| Oracle Corporation (ORCL) | 0.1 | $441k | 3.2k | 139.81 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $431k | -8% | 6.8k | 63.53 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $410k | 3.9k | 105.44 |
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| Yum! Brands (YUM) | 0.0 | $404k | 2.6k | 157.36 |
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| Broadcom (AVGO) | 0.0 | $402k | 2.4k | 167.43 |
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| IDEXX Laboratories (IDXX) | 0.0 | $401k | +6% | 954.00 | 419.95 |
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| Travelers Companies (TRV) | 0.0 | $399k | 1.5k | 264.46 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $396k | -3% | 3.1k | 128.96 |
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| Copart (CPRT) | 0.0 | $384k | +9% | 6.8k | 56.59 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $384k | 3.0k | 127.90 |
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| Cisco Systems (CSCO) | 0.0 | $380k | 6.2k | 61.71 |
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| Steris Shs Usd (STE) | 0.0 | $376k | +3% | 1.7k | 226.65 |
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| FactSet Research Systems (FDS) | 0.0 | $372k | -12% | 819.00 | 454.73 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $371k | 4.4k | 85.07 |
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| Vontier Corporation (VNT) | 0.0 | $365k | -14% | 11k | 32.85 |
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| Lowe's Companies (LOW) | 0.0 | $359k | 1.5k | 233.23 |
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| Abbvie (ABBV) | 0.0 | $352k | -5% | 1.7k | 209.52 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $344k | 3.1k | 111.48 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $341k | 919.00 | 370.82 |
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| Teradyne (TER) | 0.0 | $336k | -5% | 4.1k | 82.60 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $331k | 4.2k | 78.85 |
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| Ge Aerospace Com New (GE) | 0.0 | $331k | 1.7k | 200.17 |
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| Altria (MO) | 0.0 | $327k | 5.5k | 60.02 |
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| International Business Machines (IBM) | 0.0 | $326k | +2% | 1.3k | 248.66 |
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| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $321k | 6.0k | 53.23 |
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| Ishares Tr Us Trsprtion (IYT) | 0.0 | $320k | 5.0k | 64.03 |
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| Intel Corporation (INTC) | 0.0 | $318k | -6% | 14k | 22.71 |
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| FedEx Corporation (FDX) | 0.0 | $311k | 1.3k | 243.78 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $308k | 1.2k | 257.03 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $298k | 3.0k | 99.16 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $292k | 2.8k | 105.60 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $289k | -2% | 2.2k | 134.29 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $289k | 562.00 | 513.91 |
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| Blackrock (BLK) | 0.0 | $281k | 297.00 | 946.48 |
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| McDonald's Corporation (MCD) | 0.0 | $280k | 896.00 | 312.37 |
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| AvalonBay Communities (AVB) | 0.0 | $278k | -2% | 1.3k | 214.62 |
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| Union Pacific Corporation (UNP) | 0.0 | $268k | 1.1k | 236.24 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $268k | 2.2k | 124.50 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $267k | 2.7k | 100.00 |
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| Intuit (INTU) | 0.0 | $263k | 429.00 | 613.95 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $263k | 3.9k | 67.85 |
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| Bristol Myers Squibb (BMY) | 0.0 | $253k | 4.1k | 60.99 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $247k | +3% | 3.1k | 78.28 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $237k | 967.00 | 245.30 |
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| Rbc Cad (RY) | 0.0 | $236k | 2.1k | 112.72 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $236k | -11% | 2.3k | 102.18 |
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| Emerson Electric (EMR) | 0.0 | $236k | +2% | 2.1k | 109.64 |
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| Flexshares Tr Us Quality Cap (QLC) | 0.0 | $217k | 3.4k | 63.80 |
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| Nike CL B (NKE) | 0.0 | $216k | +2% | 3.4k | 63.48 |
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| Verizon Communications (VZ) | 0.0 | $209k | NEW | 4.6k | 45.36 |
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| Chevron Corporation (CVX) | 0.0 | $205k | NEW | 1.2k | 167.28 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $202k | 9.8k | 20.70 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $202k | 372.00 | 541.74 |
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Past Filings by West Coast Financial
SEC 13F filings are viewable for West Coast Financial going back to 2011
- West Coast Financial 2025 Q1 filed April 11, 2025
- West Coast Financial 2024 Q4 filed Jan. 15, 2025
- West Coast Financial 2024 Q3 filed Oct. 9, 2024
- West Coast Financial 2024 Q2 filed July 22, 2024
- West Coast Financial 2024 Q1 filed April 12, 2024
- West Coast Financial 2023 Q4 filed Jan. 11, 2024
- West Coast Financial 2023 Q3 filed Nov. 3, 2023
- West Coast Financial 2023 Q2 filed Aug. 8, 2023
- West Coast Financial 2023 Q1 filed May 8, 2023
- West Coast Financial 2022 Q4 filed Feb. 14, 2023
- West Coast Financial 2022 Q3 filed Nov. 1, 2022
- West Coast Financial 2022 Q2 filed July 11, 2022
- West Coast Financial 2022 Q1 filed April 20, 2022
- West Coast Financial 2021 Q4 filed Jan. 19, 2022
- West Coast Financial 2021 Q3 filed Nov. 3, 2021
- West Coast Financial 2021 Q2 filed July 28, 2021