West Coast Financial LLC Top Holdings and 13F Report (2025) About West Coast Financial LLCInvestment ActivityWest Coast Financial LLC has $907.61 million in total holdings as of December 31, 2024.West Coast Financial LLC owns shares of 165 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 10.17% of the portfolio was purchased this quarter.About 4.82% of the portfolio was sold this quarter.This quarter, West Coast Financial LLC has purchased 172 new stocks and bought additional shares in 48 stocks.West Coast Financial LLC sold shares of 67 stocks and completely divested from 14 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $141,892,302iShares Core S&P 500 ETF $66,656,208Schwab Short-Term U.S. Treasury ETF $59,126,856Apple $40,343,425Schwab Intermediate-Term U.S. Treasury ETF $34,686,987 Largest New Holdings this Quarter Adobe $8,052,265 HoldingXtrackers S&P 500 ESG ETF $861,110 HoldingiShares ESG Advanced MSCI EAFE ETF $557,154 HoldingiShares ESG Screened S&P Small-Cap ETF $536,237 HoldingBLACKROCK INC $304,458 Holding Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 1,520,253 shares (about $36.58M)Schwab Intermediate-Term U.S. Treasury ETF 749,981 shares (about $18.22M)Amazon.com 49,067 shares (about $10.76M)Adobe 18,108 shares (about $8.05M)CorVel 60,492 shares (about $6.73M) Largest Sales this Quarter W.W. Grainger 4,900 shares (about $5.16M)PepsiCo 27,567 shares (about $4.19M)Public Storage 13,351 shares (about $4.00M)KLA 4,001 shares (about $2.52M)Edwards Lifesciences 9,846 shares (about $728.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Coast Financial LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIJRiShares Core S&P Small-Cap ETF$141,892,302$79,617 ▲0.1%1,231,49015.6%ETFIVViShares Core S&P 500 ETF$66,656,208$910,688 ▲1.4%113,2307.3%ETFSCHOSchwab Short-Term U.S. Treasury ETF$59,126,856$36,577,292 ▲162.2%2,457,4756.5%ETFAAPLApple$40,343,425$61,102 ▼-0.2%161,1034.4%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$34,686,987$18,217,035 ▲110.6%1,428,0363.8%ETFMBBiShares MBS ETF$28,418,473$2,177,581 ▲8.3%309,9753.1%ETFGOOGLAlphabet$25,952,632$342,822 ▲1.3%137,0982.9%Computer and TechnologyMSFTMicrosoft$22,119,167$88,094 ▲0.4%52,4772.4%Computer and TechnologyMAMastercard$20,717,103$96,364 ▲0.5%39,3432.3%Business ServicesAPHAmphenol$17,085,667$183,556 ▼-1.1%246,0141.9%Computer and TechnologyMMCMarsh & McLennan Companies$14,404,644$199,879 ▲1.4%67,8151.6%FinanceBRK.BBerkshire Hathaway$14,073,438$33,996 ▲0.2%31,0481.6%FinanceWMWaste Management$12,710,864$95,042 ▲0.8%62,9911.4%Business ServicesSNASnap-on$12,329,319$215,232 ▲1.8%36,3181.4%Consumer DiscretionaryACNAccenture$12,323,010$146,698 ▲1.2%35,0291.4%Computer and TechnologySYKStryker$12,248,990$167,785 ▲1.4%34,0201.3%MedicalITWIllinois Tool Works$11,934,056$169,378 ▲1.4%47,0661.3%Industrial ProductsZTSZoetis$11,501,789$184,112 ▲1.6%70,5931.3%MedicalLULULululemon Athletica$11,472,300$122,371 ▲1.1%30,0001.3%Consumer DiscretionaryMANHManhattan Associates$11,449,799$55,940 ▲0.5%42,3691.3%Computer and TechnologyWSMWilliams-Sonoma$11,361,487$94,812 ▼-0.8%61,3541.3%Retail/WholesaleAMZNAmazon.com$11,119,782$10,764,809 ▲3,032.6%50,6851.2%Retail/WholesaleVVisa$10,766,222$137,161 ▲1.3%34,0661.2%Business ServicesCRVLCorVel$10,072,813$6,730,340 ▲201.4%90,5341.1%Business ServicesGWWW.W. Grainger$9,947,849$5,164,702 ▼-34.2%9,4381.1%Industrial ProductsEWEdwards Lifesciences$9,873,159$728,899 ▼-6.9%133,3671.1%MedicalMETAMeta Platforms$9,791,558$52,696 ▼-0.5%16,7231.1%Computer and TechnologySEICSEI Investments$9,741,162$59,468 ▲0.6%118,1031.1%FinanceAAONAAON$9,494,629$22,359 ▲0.2%80,6821.0%ConstructionJNJJohnson & Johnson$9,157,073$178,606 ▼-1.9%63,3181.0%MedicalKRKroger$9,106,372$26,356 ▲0.3%148,9191.0%Retail/WholesalePSAPublic Storage$8,882,965$3,997,858 ▼-31.0%29,6651.0%FinanceEFAiShares MSCI EAFE ETF$8,874,270$191,218 ▲2.2%117,3691.0%FinanceHDHome Depot$8,868,747$14,004 ▼-0.2%22,7991.0%Retail/WholesalePEPPepsiCo$8,789,636$4,191,819 ▼-32.3%57,8041.0%Consumer StaplesSPGIS&P Global$8,691,537$44,822 ▲0.5%17,4521.0%Business ServicesJKHYJack Henry & Associates$8,367,683$138,135 ▲1.7%47,7340.9%Computer and TechnologyRMDResMed$8,081,543$34,761 ▼-0.4%35,3380.9%MedicalADBEAdobe$8,052,265$8,052,265 ▲New Holding18,1080.9%Computer and TechnologyAMTAmerican Tower$7,947,589$66,945 ▲0.8%43,3320.9%FinanceMMSMaximus$6,755,465$115,857 ▲1.7%90,4950.7%Business ServicesGNTXGentex$6,097,355$1,523 ▲0.0%212,2300.7%Auto/Tires/TrucksINGRIngredion$4,676,267$89,415 ▲1.9%33,9940.5%Consumer StaplesENSGThe Ensign Group$4,536,663$99,380 ▲2.2%34,1460.5%MedicalEHCEncompass Health$4,487,122$84,685 ▲1.9%48,5880.5%MedicalFNFabrinet$4,333,835$71,461 ▼-1.6%19,7100.5%Computer and TechnologyHCIHCI Group$4,227,712$35,658 ▼-0.8%36,2800.5%FinanceHAEHaemonetics$3,686,313$2,342 ▲0.1%47,2120.4%MedicalHLIHoulihan Lokey$3,527,382$295,048 ▼-7.7%20,3120.4%FinanceATRAptarGroup$3,422,714$50,272 ▲1.5%21,7870.4%Industrial ProductsPGProcter & Gamble$3,414,795$535,128 ▼-13.5%20,3690.4%Consumer StaplesCOCOVita Coco$3,389,851$40,933 ▲1.2%91,8410.4%Consumer StaplesVTIVanguard Total Stock Market ETF$3,344,997$122,300 ▲3.8%11,5420.4%ETFQLYSQualys$3,270,351$20,472 ▲0.6%23,3230.4%Computer and TechnologyHALOHalozyme Therapeutics$3,257,152$191,622 ▼-5.6%68,1270.4%MedicalCOSTCostco Wholesale$3,220,8460.0%3,5150.4%Retail/WholesaleIVEiShares S&P 500 Value ETF$3,136,540$10,117 ▲0.3%16,4320.3%ETFIWBiShares Russell 1000 ETF$2,926,501$63,466 ▼-2.1%9,0840.3%ETFGOOGAlphabet$2,325,082$1,143 ▼0.0%12,2090.3%Computer and TechnologyGLDSPDR Gold Shares$1,965,853$26,392 ▲1.4%8,1190.2%FinanceIWMiShares Russell 2000 ETF$1,759,946$59,438 ▼-3.3%7,9650.2%FinanceVEAVanguard FTSE Developed Markets ETF$1,748,443$1,865 ▼-0.1%36,5630.2%ETFLLYEli Lilly and Company$1,729,280$10,036 ▼-0.6%2,2400.2%MedicalQQQInvesco QQQ$1,714,086$39,874 ▼-2.3%3,3530.2%FinanceXLKTechnology Select Sector SPDR Fund$1,706,697$31,390 ▼-1.8%7,3400.2%ETFKAIKadant$1,598,339$127,646 ▼-7.4%4,6330.2%Industrial ProductsKLACKLA$1,592,098$2,520,769 ▼-61.3%2,5270.2%Computer and TechnologyCLXClorox$1,568,104$40,116 ▼-2.5%9,6550.2%Consumer StaplesCMICummins$1,482,596$349 ▼0.0%4,2530.2%Auto/Tires/TrucksILCBiShares Morningstar U.S. Equity ETF$1,472,613$105,019 ▼-6.7%18,1450.2%ETFSBUXStarbucks$1,466,139$145,820 ▼-9.0%16,0670.2%Retail/WholesaleSCHBSchwab US Broad Market ETF$1,324,545$883,030 ▲200.0%58,3500.1%ETFIWNiShares Russell 2000 Value ETF$1,193,844$23,805 ▼-2.0%7,2720.1%ETFAXPAmerican Express$1,172,0240.0%3,9490.1%FinanceTSCOTractor Supply$1,167,140$919,779 ▲371.8%21,9970.1%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$1,105,7010.0%6,3100.1%ETFCHEChemed$1,050,593$537,747 ▼-33.9%1,9830.1%MedicalDEODiageo$1,023,397$205,188 ▼-16.7%8,0500.1%Consumer StaplesIVWiShares S&P 500 Growth ETF$886,7630.0%8,7340.1%ETFBDXBecton, Dickinson and Company$866,643$9,075 ▼-1.0%3,8200.1%MedicalSNPEXtrackers S&P 500 ESG ETF$861,110$861,110 ▲New Holding16,1650.1%ETFIWOiShares Russell 2000 Growth ETF$830,6490.0%2,8860.1%ETFUNHUnitedHealth Group$788,964$516,367 ▼-39.6%1,5600.1%MedicalSPYXSPDR S&P Fossil Fuel Reserves Free ETF$777,671$419,098 ▲116.9%16,1510.1%ETFVBVanguard Small-Cap ETF$758,5640.0%3,1570.1%ETFAMPAmeriprise Financial$750,194$3,727 ▼-0.5%1,4090.1%FinanceCVCOCavco Industries$736,2800.0%1,6500.1%ConstructionMRKMerck & Co., Inc.$708,696$92,815 ▼-11.6%7,1240.1%MedicalXLVHealth Care Select Sector SPDR Fund$707,306$4,815 ▼-0.7%5,1410.1%ETFAMGNAmgen$697,855$15,380 ▼-2.2%2,6770.1%MedicalWMTWalmart$695,2220.0%7,6950.1%Retail/WholesaleDISWalt Disney$689,368$56,343 ▼-7.6%6,1910.1%Consumer DiscretionaryMUSAMurphy USA$673,493$65,241 ▼-8.8%1,3420.1%Retail/WholesaleAMATApplied Materials$631,167$337,782 ▼-34.9%3,8810.1%Computer and TechnologyAFLAflac$614,847$103 ▼0.0%5,9440.1%FinanceCPBCampbell Soup$614,757$383,830 ▼-38.4%14,6790.1%Consumer DefensiveNEENextEra Energy$594,310$73,912 ▼-11.1%8,2900.1%UtilitiesPRFInvesco FTSE RAFI US 1000 ETF$588,843$88,788 ▼-13.1%14,5970.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$557,154$557,154 ▲New Holding8,6220.1%ManufacturingAVGOBroadcom$556,416$2,782 ▼-0.5%2,4000.1%Computer and TechnologyShowing largest 100 holdings. 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