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West Coast Financial LLC Top Holdings and 13F Report (2025)

About West Coast Financial LLC

Investment Activity

  • West Coast Financial LLC has $0.00 in total holdings as of June 30, 2025.
  • West Coast Financial LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.
  • About ∞ of the portfolio was sold this quarter.
  • This quarter, West Coast Financial LLC has purchased 162 new stocks and bought additional shares in 0 stocks.
  • West Coast Financial LLC sold shares of 0 stocks and completely divested from 163 stocks this quarter.

Largest Holdings

N/A
$0

Largest New Holdings this Quarter

000000000 - N/A
$0 Holding

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Coast Financial LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
N/A
$0New Holding0NaNCOM
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$147,569,125 -100.0%0NaNETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$0$73,839,580 -100.0%0NaNETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$69,129,397 -100.0%0NaNETF
Schwab Intermediate-Term U.S. Treasury ETF stock logo
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
$0$36,459,630 -100.0%0NaNETF
Apple Inc. stock logo
AAPL
Apple
$0$35,076,114 -100.0%0NaNComputer and Technology
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$0$30,994,130 -100.0%0NaNETF
Mastercard Incorporated stock logo
MA
Mastercard
$0$20,971,379 -100.0%0NaNBusiness Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$20,753,386 -100.0%0NaNComputer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$0$18,997,368 -100.0%0NaNComputer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$16,253,276 -100.0%0NaNFinance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$0$16,223,871 -100.0%0NaNFinance
Waste Management, Inc. stock logo
WM
Waste Management
$0$14,127,473 -100.0%0NaNBusiness Services
Stryker Corporation stock logo
SYK
Stryker
$0$12,403,304 -100.0%0NaNMedical
Snap-On Incorporated stock logo
SNA
Snap-On
$0$12,110,026 -100.0%0NaNConsumer Discretionary
Visa Inc. stock logo
V
Visa
$0$11,767,931 -100.0%0NaNBusiness Services
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$0$11,472,056 -100.0%0NaNIndustrials
Zoetis Inc. stock logo
ZTS
Zoetis
$0$11,228,753 -100.0%0NaNMedical
Accenture PLC stock logo
ACN
Accenture
$0$10,765,719 -100.0%0NaNComputer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$10,421,948 -100.0%0NaNMedical
The Kroger Co. stock logo
KR
Kroger
$0$9,847,375 -100.0%0NaNRetail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$0$9,674,462 -100.0%0NaNFinance
Amphenol Corporation stock logo
APH
Amphenol
$0$9,652,423 -100.0%0NaNComputer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$9,439,940 -100.0%0NaNRetail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$9,202,255 -100.0%0NaNComputer and Technology
American Tower Corporation stock logo
AMT
American Tower
$0$9,164,966 -100.0%0NaNFinance
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$0$9,067,169 -100.0%0NaNIndustrials
Public Storage stock logo
PSA
Public Storage
$0$8,672,041 -100.0%0NaNFinance
S&P Global Inc. stock logo
SPGI
S&P Global
$0$8,566,559 -100.0%0NaNFinance
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$0$8,340,860 -100.0%0NaNComputer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$8,258,097 -100.0%0NaNConsumer Staples
lululemon athletica inc. stock logo
LULU
lululemon athletica
$0$8,237,612 -100.0%0NaNConsumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$0$8,036,332 -100.0%0NaNRetail/Wholesale
ResMed Inc. stock logo
RMD
ResMed
$0$7,640,571 -100.0%0NaNMedical
Manhattan Associates, Inc. stock logo
MANH
Manhattan Associates
$0$7,084,950 -100.0%0NaNComputer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$0$6,579,637 -100.0%0NaNETF
Adobe Inc. stock logo
ADBE
Adobe
$0$6,565,650 -100.0%0NaNComputer and Technology
Maximus, Inc. stock logo
MMS
Maximus
$0$6,090,698 -100.0%0NaNBusiness Services
HCI Group, Inc. stock logo
HCI
HCI Group
$0$5,203,618 -100.0%0NaNFinance
CorVel Corp. stock logo
CRVL
CorVel
$0$4,984,009 -100.0%0NaNBusiness Services
Williams-Sonoma, Inc. stock logo
WSM
Williams-Sonoma
$0$4,937,893 -100.0%0NaNRetail/Wholesale
SEI Investments Company stock logo
SEIC
SEI Investments
$0$4,817,668 -100.0%0NaNFinance
Encompass Health Corporation stock logo
EHC
Encompass Health
$0$4,801,367 -100.0%0NaNMedical
Gentex Corporation stock logo
GNTX
Gentex
$0$4,756,978 -100.0%0NaNAuto/Tires/Trucks
Ingredion Incorporated stock logo
INGR
Ingredion
$0$4,425,661 -100.0%0NaNConsumer Staples
The Ensign Group, Inc. stock logo
ENSG
The Ensign Group
$0$4,333,515 -100.0%0NaNMedical
AAON, Inc. stock logo
AAON
AAON
$0$3,989,091 -100.0%0NaNConstruction
Fabrinet stock logo
FN
Fabrinet
$0$3,706,473 -100.0%0NaNComputer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$3,644,525 -100.0%0NaNMedical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$3,296,971 -100.0%0NaNETF
AptarGroup, Inc. stock logo
ATR
AptarGroup
$0$3,185,912 -100.0%0NaNIndustrials
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$3,172,212 -100.0%0NaNETF
Salesforce Inc. stock logo
CRM
Salesforce
$0$3,144,911 -100.0%0NaNComputer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$0$3,100,043 -100.0%0NaNBasic Materials
Houlihan Lokey, Inc. stock logo
HLI
Houlihan Lokey
$0$2,895,695 -100.0%0NaNFinance
Qualys, Inc. stock logo
QLYS
Qualys
$0$2,805,720 -100.0%0NaNComputer and Technology
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$0$2,786,426 -100.0%0NaNETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$2,757,493 -100.0%0NaNRetail/Wholesale
Vita Coco Company, Inc. stock logo
COCO
Vita Coco
$0$2,729,658 -100.0%0NaNConsumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$2,719,499 -100.0%0NaNConsumer Staples
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$0$2,447,749 -100.0%0NaNFinance
Alphabet Inc. stock logo
GOOG
Alphabet
$0$1,888,821 -100.0%0NaNComputer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$1,850,038 -100.0%0NaNMedical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$1,825,712 -100.0%0NaNETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$1,586,344 -100.0%0NaNFinance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$1,569,412 -100.0%0NaNFinance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$0$1,515,563 -100.0%0NaNETF
Starbucks Corporation stock logo
SBUX
Starbucks
$0$1,490,062 -100.0%0NaNRetail/Wholesale
The Clorox Company stock logo
CLX
Clorox
$0$1,399,938 -100.0%0NaNConsumer Staples
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$0$1,286,609 -100.0%0NaNETF
KLA Corporation stock logo
KLAC
KLA
$0$1,258,079 -100.0%0NaNComputer and Technology
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$0$1,256,276 -100.0%0NaNETF
Cummins Inc. stock logo
CMI
Cummins
$0$1,213,953 -100.0%0NaNAuto/Tires/Trucks
Kadant Inc stock logo
KAI
Kadant
$0$1,180,533 -100.0%0NaNIndustrials
Tractor Supply Company stock logo
TSCO
Tractor Supply
$0$1,135,424 -100.0%0NaNRetail/Wholesale
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$0$1,097,927 -100.0%0NaNETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$0$1,093,081 -100.0%0NaNETF
American Express Company stock logo
AXP
American Express
$0$1,062,478 -100.0%0NaNFinance
Chemed Corporation stock logo
CHE
Chemed
$0$1,038,660 -100.0%0NaNMedical
Cavco Industries, Inc. stock logo
CVCO
Cavco Industries
$0$857,390 -100.0%0NaNConstruction
Amgen Inc. stock logo
AMGN
Amgen
$0$841,331 -100.0%0NaNMedical
Xtrackers S&P 500 Scored & Screened ETF stock logo
SNPE
Xtrackers S&P 500 Scored & Screened ETF
$0$815,201 -100.0%0NaNETF
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$0$786,821 -100.0%0NaNMedical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$750,700 -100.0%0NaNETF
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$0$738,908 -100.0%0NaNETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$738,091 -100.0%0NaNETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$0$737,460 -100.0%0NaNETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$0$700,065 -100.0%0NaNETF
Diageo plc stock logo
DEO
Diageo
$0$693,186 -100.0%0NaNConsumer Staples
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$0$682,111 -100.0%0NaNFinance
Aflac Incorporated stock logo
AFL
Aflac
$0$680,928 -100.0%0NaNFinance
Walmart Inc. stock logo
WMT
Walmart
$0$675,788 -100.0%0NaNRetail/Wholesale
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$648,977 -100.0%0NaNComputer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$0$601,949 -100.0%0NaNConsumer Discretionary
Murphy USA Inc. stock logo
MUSA
Murphy USA
$0$600,083 -100.0%0NaNRetail/Wholesale
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$0$593,066 -100.0%0NaNUtilities
iShares ESG Advanced MSCI EAFE ETF stock logo
DMXF
iShares ESG Advanced MSCI EAFE ETF
$0$580,605 -100.0%0NaNManufacturing
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$0$580,207 -100.0%0NaNETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$0$571,195 -100.0%0NaNConsumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$568,253 -100.0%0NaNConsumer Staples

Showing largest 100 holdings. View all holdings.
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