West Coast Financial as of March 31, 2025
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 | 1.4M | 104.57 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 8.4 | $74M | 3.0M | 24.34 | |
| Ishares Tr Core S&p500 Etf (IVV) | 7.9 | $69M | 123k | 561.90 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 4.2 | $37M | 1.5M | 24.86 | |
| Apple (AAPL) | 4.0 | $35M | 158k | 222.13 | |
| Ishares Tr Mbs Etf (MBB) | 3.5 | $31M | 331k | 93.78 | |
| Mastercard Incorporated Cl A (MA) | 2.4 | $21M | 38k | 548.11 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $21M | 134k | 154.64 | |
| Microsoft Corporation (MSFT) | 2.2 | $19M | 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 | |
| Waste Management (WM) | 1.6 | $14M | 61k | 231.51 | |
| Stryker Corporation (SYK) | 1.4 | $12M | 33k | 372.25 | |
| Snap-on Incorporated (SNA) | 1.4 | $12M | 36k | 337.01 | |
| 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 | 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 | |
| Kroger (KR) | 1.1 | $9.8M | 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 | 147k | 65.59 | |
| Amazon (AMZN) | 1.1 | $9.4M | 50k | 190.26 | |
| Meta Platforms Cl A (META) | 1.1 | $9.2M | 16k | 576.37 | |
| American Tower Reit (AMT) | 1.0 | $9.2M | 42k | 217.60 | |
| W.W. Grainger (GWW) | 1.0 | $9.1M | 9.2k | 987.82 | |
| Public Storage (PSA) | 1.0 | $8.7M | 29k | 299.29 | |
| S&p Global (SPGI) | 1.0 | $8.6M | 17k | 508.10 | |
| Jack Henry & Associates (JKHY) | 1.0 | $8.3M | 46k | 182.60 | |
| Pepsi (PEP) | 0.9 | $8.3M | 55k | 149.94 | |
| Lululemon Athletica (LULU) | 0.9 | $8.2M | 29k | 283.06 | |
| Home Depot (HD) | 0.9 | $8.0M | 22k | 366.49 | |
| ResMed (RMD) | 0.9 | $7.6M | 34k | 223.85 | |
| Manhattan Associates (MANH) | 0.8 | $7.1M | 41k | 173.04 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $6.6M | 87k | 75.65 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $6.6M | 17k | 383.53 | |
| Maximus (MMS) | 0.7 | $6.1M | 89k | 68.19 | |
| Hci (HCI) | 0.6 | $5.2M | 35k | 149.23 | |
| CorVel Corporation (CRVL) | 0.6 | $5.0M | 45k | 111.97 | |
| Williams-Sonoma (WSM) | 0.6 | $4.9M | 31k | 158.10 | |
| SEI Investments Company (SEIC) | 0.5 | $4.8M | 62k | 77.63 | |
| Encompass Health Corp (EHC) | 0.5 | $4.8M | 47k | 101.28 | |
| Gentex Corporation (GNTX) | 0.5 | $4.8M | 204k | 23.30 | |
| Ingredion Incorporated (INGR) | 0.5 | $4.4M | 33k | 135.21 | |
| Ensign (ENSG) | 0.5 | $4.3M | 34k | 129.40 | |
| Aaon Com Par $0.004 (AAON) | 0.5 | $4.0M | 51k | 78.13 | |
| Fabrinet SHS (FN) | 0.4 | $3.7M | 19k | 197.51 | |
| Merck & Co (MRK) | 0.4 | $3.6M | 41k | 89.76 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.4 | $3.3M | 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 | 12k | 268.36 | |
| Ecolab (ECL) | 0.4 | $3.1M | 12k | 253.52 | |
| Houlihan Lokey Cl A (HLI) | 0.3 | $2.9M | 18k | 161.50 | |
| Qualys (QLYS) | 0.3 | $2.8M | 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 | 2.9k | 945.64 | |
| Vita Coco Co Inc/the (COCO) | 0.3 | $2.7M | 89k | 30.65 | |
| Procter & Gamble Company (PG) | 0.3 | $2.7M | 16k | 170.42 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.4M | 8.5k | 288.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.9M | 12k | 156.23 | |
| Eli Lilly & Co. (LLY) | 0.2 | $1.9M | 2.2k | 825.91 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.8M | 36k | 50.83 | |
| 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 | |
| Starbucks Corporation (SBUX) | 0.2 | $1.5M | 15k | 98.09 | |
| Clorox Company (CLX) | 0.2 | $1.4M | 9.5k | 147.25 | |
| Ishares Tr Morningstr Us Eq (ILCB) | 0.1 | $1.3M | 17k | 77.26 | |
| Kla Corp Com New (KLAC) | 0.1 | $1.3M | 1.9k | 679.68 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.3M | 58k | 21.53 | |
| Cummins (CMI) | 0.1 | $1.2M | 3.9k | 313.44 | |
| Kadant (KAI) | 0.1 | $1.2M | 3.5k | 336.91 | |
| Tractor Supply Company (TSCO) | 0.1 | $1.1M | 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 | |
| American Express Company (AXP) | 0.1 | $1.1M | 3.9k | 269.05 | |
| Chemed Corp Com Stk (CHE) | 0.1 | $1.0M | 1.7k | 615.32 | |
| Cavco Industries (CVCO) | 0.1 | $857k | 1.7k | 519.63 | |
| Amgen (AMGN) | 0.1 | $841k | 2.7k | 311.60 | |
| Dbx Etf Tr Xtrackers S&p (SNPE) | 0.1 | $815k | 16k | 50.43 | |
| Becton, Dickinson and (BDX) | 0.1 | $787k | 3.4k | 229.06 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $751k | 5.1k | 146.02 | |
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $739k | 16k | 45.75 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $738k | 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 | 6.6k | 104.79 | |
| Ameriprise Financial (AMP) | 0.1 | $682k | 1.4k | 484.11 | |
| AFLAC Incorporated (AFL) | 0.1 | $681k | 6.1k | 111.19 | |
| Wal-Mart Stores (WMT) | 0.1 | $676k | 7.7k | 87.79 | |
| Applied Materials (AMAT) | 0.1 | $649k | 4.5k | 145.12 | |
| Walt Disney Company (DIS) | 0.1 | $602k | 6.1k | 98.70 | |
| Murphy Usa (MUSA) | 0.1 | $600k | 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 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $580k | 14k | 40.41 | |
| Colgate-Palmolive Company (CL) | 0.1 | $571k | 6.1k | 93.70 | |
| Philip Morris International (PM) | 0.1 | $568k | 3.6k | 158.73 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $560k | 3.9k | 142.22 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $511k | 4.3k | 118.93 | |
| Fiserv (FI) | 0.1 | $506k | 2.3k | 220.83 | |
| Campbell Soup Company (CPB) | 0.1 | $502k | 13k | 39.92 | |
| Intercontinental Exchange (ICE) | 0.1 | $500k | 2.9k | 172.50 | |
| Ishares Tr Esg Scrnd S&p Sm (XJR) | 0.1 | $491k | 13k | 37.62 | |
| UnitedHealth (UNH) | 0.1 | $481k | 919.00 | 523.55 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $462k | 2.4k | 193.99 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $457k | 20k | 23.43 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $456k | 17k | 26.20 | |
| Oracle Corporation (ORCL) | 0.1 | $441k | 3.2k | 139.81 | |
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $431k | 6.8k | 63.53 | |
| Ishares Tr National Mun Etf (MUB) | 0.0 | $410k | 3.9k | 105.44 | |
| Yum! Brands (YUM) | 0.0 | $404k | 2.6k | 157.36 | |
| Broadcom (AVGO) | 0.0 | $402k | 2.4k | 167.43 | |
| IDEXX Laboratories (IDXX) | 0.0 | $401k | 954.00 | 419.95 | |
| Travelers Companies (TRV) | 0.0 | $399k | 1.5k | 264.46 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $396k | 3.1k | 128.96 | |
| Copart (CPRT) | 0.0 | $384k | 6.8k | 56.59 | |
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $384k | 3.0k | 127.90 | |
| Cisco Systems (CSCO) | 0.0 | $380k | 6.2k | 61.71 | |
| Steris Shs Usd (STE) | 0.0 | $376k | 1.7k | 226.65 | |
| FactSet Research Systems (FDS) | 0.0 | $372k | 819.00 | 454.73 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $371k | 4.4k | 85.07 | |
| Vontier Corporation (VNT) | 0.0 | $365k | 11k | 32.85 | |
| Lowe's Companies (LOW) | 0.0 | $359k | 1.5k | 233.23 | |
| Abbvie (ABBV) | 0.0 | $352k | 1.7k | 209.52 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $344k | 3.1k | 111.48 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $341k | 919.00 | 370.82 | |
| Teradyne (TER) | 0.0 | $336k | 4.1k | 82.60 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $331k | 4.2k | 78.85 | |
| Ge Aerospace Com New (GE) | 0.0 | $331k | 1.7k | 200.17 | |
| Altria (MO) | 0.0 | $327k | 5.5k | 60.02 | |
| International Business Machines (IBM) | 0.0 | $326k | 1.3k | 248.66 | |
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.0 | $321k | 6.0k | 53.23 | |
| Ishares Tr Us Trsprtion (IYT) | 0.0 | $320k | 5.0k | 64.03 | |
| Intel Corporation (INTC) | 0.0 | $318k | 14k | 22.71 | |
| FedEx Corporation (FDX) | 0.0 | $311k | 1.3k | 243.78 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $308k | 1.2k | 257.03 | |
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $298k | 3.0k | 99.16 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $292k | 2.8k | 105.60 | |
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $289k | 2.2k | 134.29 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $289k | 562.00 | 513.91 | |
| Blackrock (BLK) | 0.0 | $281k | 297.00 | 946.48 | |
| McDonald's Corporation (MCD) | 0.0 | $280k | 896.00 | 312.37 | |
| AvalonBay Communities (AVB) | 0.0 | $278k | 1.3k | 214.62 | |
| Union Pacific Corporation (UNP) | 0.0 | $268k | 1.1k | 236.24 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $268k | 2.2k | 124.50 | |
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $267k | 2.7k | 100.00 | |
| Intuit (INTU) | 0.0 | $263k | 429.00 | 613.95 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $263k | 3.9k | 67.85 | |
| Bristol Myers Squibb (BMY) | 0.0 | $253k | 4.1k | 60.99 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $247k | 3.1k | 78.28 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $237k | 967.00 | 245.30 | |
| Rbc Cad (RY) | 0.0 | $236k | 2.1k | 112.72 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $236k | 2.3k | 102.18 | |
| Emerson Electric (EMR) | 0.0 | $236k | 2.1k | 109.64 | |
| Flexshares Tr Us Quality Cap (QLC) | 0.0 | $217k | 3.4k | 63.80 | |
| Nike CL B (NKE) | 0.0 | $216k | 3.4k | 63.48 | |
| Verizon Communications (VZ) | 0.0 | $209k | 4.6k | 45.36 | |
| Chevron Corporation (CVX) | 0.0 | $205k | 1.2k | 167.28 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $202k | 9.8k | 20.70 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $202k | 372.00 | 541.74 |
