West Coast Financial

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

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

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Portfolio Holdings for West Coast Financial

Companies in the West Coast Financial portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 12.8 $78M -2% 694k 112.98
Ishares Tr Core S&p500 Etf (IVV) 11.0 $67M +5% 156k 429.92
Apple (AAPL) 3.6 $22M 159k 136.96
Alphabet Cap Stk Cl A (GOOGL) 2.6 $16M 6.6k 2441.84
Applied Materials (AMAT) 2.5 $15M 107k 142.40
Microsoft Corporation (MSFT) 2.4 $15M 54k 270.89
Facebook Cl A (FB) 2.1 $13M 38k 347.72
Align Technology (ALGN) 2.1 $13M -4% 21k 610.98
Starbucks Corporation (SBUX) 2.1 $13M 114k 111.81
Omnicell (OMCL) 2.0 $13M 82k 151.45
Walt Disney Company (DIS) 1.9 $12M 66k 175.77
Keysight Technologies (KEYS) 1.8 $11M 73k 154.42
Mastercard Incorporated Cl A (MA) 1.8 $11M -17% 30k 365.09
Intel Corporation (INTC) 1.7 $11M 188k 56.14

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AFLAC Incorporated (AFL) 1.6 $10M 187k 53.66
Teradyne (TER) 1.6 $10M 74k 133.96
FedEx Corporation (FDX) 1.5 $9.5M 32k 298.34
AMN Healthcare Services (AMN) 1.5 $9.3M 96k 96.98
Houlihan Lokey Cl A (HLI) 1.5 $9.2M 113k 81.79
Zebra Technologies Corporati Cl A (ZBRA) 1.5 $9.1M 17k 529.50
Illinois Tool Works (ITW) 1.4 $8.8M 39k 223.55
ResMed (RMD) 1.4 $8.6M 35k 246.53
Cummins (CMI) 1.4 $8.5M 35k 243.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $7.9M 29k 277.90
Cavco Industries (CVCO) 1.3 $7.7M +2% 35k 222.20
Merck & Co (MRK) 1.2 $7.6M 98k 77.77
Nextera Energy (NEE) 1.2 $7.3M 99k 73.28
Dropbox Cl A (DBX) 1.2 $7.1M +96% 233k 30.31
Manhattan Associates (MANH) 1.1 $6.9M 48k 144.85
Albany Intl Corp Cl A (AIN) 1.1 $6.8M 76k 89.27
Home Depot (HD) 1.1 $6.6M 21k 318.91
Maximus (MMS) 1.1 $6.6M 75k 87.97
Zoetis Cl A (ZTS) 1.0 $6.4M 34k 186.36
Schwab Strategic Tr Intrm Trm Tres (SCHR) 1.0 $6.3M +7% 111k 56.87
Gentex Corporation (GNTX) 1.0 $6.3M 189k 33.09
Pepsi (PEP) 1.0 $6.2M 42k 148.18
Middleby Corporation (MIDD) 1.0 $6.2M 36k 173.27
Becton, Dickinson and (BDX) 1.0 $5.9M 24k 243.20
Portland Gen Elec Com New (POR) 0.9 $5.8M 125k 46.08
Cerner Corporation (CERN) 0.9 $5.7M 73k 78.16
PerkinElmer (PKI) 0.9 $5.6M NEW 36k 154.40
Amgen (AMGN) 0.9 $5.4M 22k 243.75
Acuity Brands (AYI) 0.9 $5.3M 29k 187.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $4.3M 19k 222.81
Thor Industries (THO) 0.6 $3.9M 34k 112.99
Ishares Tr Mbs Etf (MBB) 0.6 $3.8M NEW 35k 108.23
MasTec (MTZ) 0.6 $3.7M +2% 35k 106.11
Vontier Corporation (VNT) 0.5 $3.3M NEW 103k 32.58
Renewable Energy Group Com New (REGI) 0.5 $3.3M 53k 62.34
Abiomed (ABMD) 0.5 $3.3M 11k 312.11
Ishares Tr Morningstr Us Eq (ILCB) 0.5 $3.0M +280% 49k 60.75
SEI Investments Company (SEIC) 0.5 $2.8M +2% 45k 61.97
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.4 $2.7M 53k 51.23
Ishares Tr Rus 1000 Etf (IWB) 0.4 $2.5M 10k 242.04
Accenture Plc Ireland Shs Class A (ACN) 0.4 $2.4M 8.3k 294.82
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.4 $2.4M 46k 51.52
Diageo Spon Adr New (DEO) 0.4 $2.3M 12k 191.71
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.0M -9% 8.9k 229.34
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.9M 8.6k 225.31
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $1.6M +12% 11k 147.65
Steris Shs Usd (STE) 0.3 $1.6M -81% 7.8k 206.35
Costco Wholesale Corporation (COST) 0.3 $1.6M -9% 4.0k 395.66
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.6M 621.00 2505.64
Visa Com Cl A (V) 0.3 $1.5M 6.6k 233.79
Johnson & Johnson (JNJ) 0.2 $1.5M -6% 9.2k 164.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.4M +6% 3.9k 354.42
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.4M -3% 8.3k 165.76
Nike CL B (NKE) 0.2 $1.3M -7% 8.5k 154.45
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.3M 17k 74.18
Public Storage (PSA) 0.2 $1.2M 4.0k 300.61
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.1M 15k 72.74
Boeing Company (BA) 0.2 $1.0M -7% 4.3k 239.59
Ishares Tr National Mun Etf (MUB) 0.1 $909k 7.8k 117.26
Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $900k 2.9k 311.85
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $857k 5.3k 160.28
Verizon Communications (VZ) 0.1 $847k +3% 15k 56.00
Walgreen Boots Alliance (WBA) 0.1 $819k -87% 16k 52.59
Ishares Tr Msci Eafe Etf (EFA) 0.1 $801k +8% 10k 78.85
IDEXX Laboratories (IDXX) 0.1 $762k 1.2k 631.32
Cisco Systems (CSCO) 0.1 $675k +7% 13k 52.97
Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $642k 6.1k 106.10
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $623k +5% 4.0k 154.78
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $621k 5.8k 107.31
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $605k +49% 16k 38.67
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $597k NEW 17k 34.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $590k -2% 5.6k 104.72
Procter & Gamble Company (PG) 0.1 $581k 4.3k 134.83
Marriott Intl Cl A (MAR) 0.1 $577k -88% 4.2k 136.57
Spdr Ser Tr Portfli Intrmdit (SPTI) 0.1 $548k +6% 17k 32.39
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $547k 25k 22.14
Colgate-Palmolive Company (CL) 0.1 $481k -3% 5.9k 81.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $473k 1.2k 393.18
Copart (CPRT) 0.1 $456k -11% 3.5k 131.83
Charles Schwab Corporation (SCHW) 0.1 $452k +13% 6.2k 72.82
Intuit (INTU) 0.1 $449k 917.00 489.64
Ishares Tr Select Divid Etf (DVY) 0.1 $435k +6% 3.7k 116.53
Pimco Etf Tr Broad Us Tips (TIPZ) 0.1 $434k +5% 6.6k 65.73
Chevron Corporation (CVX) 0.1 $431k +35% 4.1k 104.69
McDonald's Corporation (MCD) 0.1 $413k 1.8k 231.11
Abbvie (ABBV) 0.1 $410k 3.6k 112.73
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $398k 3.7k 107.83
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $388k 7.1k 54.85
3M Company (MMM) 0.1 $378k -17% 1.9k 198.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $373k 3.7k 101.80
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $318k 3.5k 90.55
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) 0.1 $317k 1.7k 186.91
Novartis Sponsored Adr (NVS) 0.1 $312k -2% 3.4k 91.12
Lowe's Companies (LOW) 0.1 $310k 1.6k 193.75
JPMorgan Chase & Co. (JPM) 0.1 $308k +20% 2.0k 155.48
At&t (T) 0.0 $300k 10k 28.77
Yum! Brands (YUM) 0.0 $297k 2.6k 115.12
Vanguard Index Fds Growth Etf (VUG) 0.0 $288k 1.0k 286.85
Ishares Tr Core Msci Eafe (IEFA) 0.0 $287k 3.8k 74.84
United Parcel Service CL B (UPS) 0.0 $286k 1.4k 207.85
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $285k -21% 2.2k 132.43
Oracle Corporation (ORCL) 0.0 $260k 3.3k 77.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $253k +2% 4.7k 54.21
Clorox Company (CLX) 0.0 $250k +18% 1.4k 180.25
Illumina (ILMN) 0.0 $247k 521.00 474.09
Bristol Myers Squibb (BMY) 0.0 $246k 3.7k 66.76
Rbc Cad (RY) 0.0 $243k 2.4k 101.25
Vanguard Index Fds Large Cap Etf (VV) 0.0 $241k 1.2k 200.83
Wisdomtree Tr Us High Dividend (DHS) 0.0 $235k 3.0k 78.33
Bhp Group Sponsored Ads (BHP) 0.0 $227k 3.1k 72.99
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $224k -10% 3.7k 60.85
Synaptics, Incorporated (SYNA) 0.0 $211k NEW 1.4k 155.38
Emerson Electric (EMR) 0.0 $211k NEW 2.2k 96.39
Weyerhaeuser Co Mtn Be Com New (WY) 0.0 $209k NEW 6.1k 34.47
International Business Machines (IBM) 0.0 $208k -18% 1.4k 146.69
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $208k +2% 1.8k 115.30
Vanguard World Fds Health Car Etf (VHT) 0.0 $205k NEW 831.00 246.69
Hershey Company (HSY) 0.0 $204k NEW 1.2k 173.76
Flexshares Tr Us Quality Cap (QLC) 0.0 $201k NEW 4.2k 47.38

Past Filings by West Coast Financial

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

View all past filings