West Coast Financial LLC Top Holdings and 13F Report (2025) About West Coast Financial LLCInvestment ActivityWest Coast Financial LLC has $876.01 million in total holdings as of March 31, 2025.West Coast Financial LLC owns shares of 162 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 6.63% of the portfolio was purchased this quarter.About 6.32% of the portfolio was sold this quarter.This quarter, West Coast Financial LLC has purchased 165 new stocks and bought additional shares in 27 stocks.West Coast Financial LLC sold shares of 78 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P Small-Cap ETF $147,569,125Schwab Short-Term U.S. Treasury ETF $73,839,580iShares Core S&P 500 ETF $69,129,397Schwab Intermediate-Term U.S. Treasury ETF $36,459,630Apple $35,076,114 Largest New Holdings this Quarter 79466L302 - Salesforce $3,144,911 Holding278865100 - Ecolab $3,100,043 Holding92343V104 - Verizon Communications $208,700 Holding166764100 - Chevron $205,081 Holding Largest Purchases this Quarter iShares Core S&P Small-Cap ETF 179,709 shares (about $18.79M)Schwab Short-Term U.S. Treasury ETF 576,197 shares (about $14.02M)iShares Core MSCI EAFE ETF 83,947 shares (about $6.35M)iShares Core S&P 500 ETF 9,798 shares (about $5.51M)Salesforce 11,719 shares (about $3.14M) Largest Sales this Quarter Amphenol 98,851 shares (about $6.48M)CorVel 46,022 shares (about $5.15M)Williams-Sonoma 30,121 shares (about $4.76M)SEI Investments 56,044 shares (about $4.35M)AAON 29,625 shares (about $2.31M) 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$147,569,125$18,792,176 ▲14.6%1,411,19916.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$73,839,580$14,024,636 ▲23.4%3,033,6728.4%ETFIVViShares Core S&P 500 ETF$69,129,397$5,505,493 ▲8.7%123,0287.9%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$36,459,630$958,651 ▲2.7%1,466,5984.2%ETFAAPLApple$35,076,114$709,706 ▼-2.0%157,9084.0%Computer and TechnologyMBBiShares MBS ETF$30,994,130$1,924,649 ▲6.6%330,4983.5%ETFMAMastercard$20,971,379$593,059 ▼-2.8%38,2612.4%Business ServicesGOOGLAlphabet$20,753,386$447,372 ▼-2.1%134,2052.4%Computer and TechnologyMSFTMicrosoft$18,997,368$701,980 ▼-3.6%50,6072.2%Computer and TechnologyBRK.BBerkshire Hathaway$16,253,276$282,267 ▼-1.7%30,5181.9%FinanceMMCMarsh & McLennan Companies$16,223,871$325,048 ▼-2.0%66,4831.9%FinanceWMWaste Management$14,127,473$455,613 ▼-3.1%61,0231.6%Business ServicesSYKStryker$12,403,304$260,574 ▼-2.1%33,3201.4%MedicalSNASnap-on$12,110,026$129,411 ▼-1.1%35,9341.4%Consumer DiscretionaryVVisa$11,767,931$170,672 ▼-1.4%33,5791.3%Business ServicesITWIllinois Tool Works$11,472,056$200,890 ▼-1.7%46,2561.3%IndustrialsZTSZoetis$11,228,753$394,335 ▼-3.4%68,1981.3%MedicalACNAccenture$10,765,719$164,758 ▼-1.5%34,5011.2%Computer and TechnologyJNJJohnson & Johnson$10,421,948$78,774 ▼-0.8%62,8431.2%MedicalKRKroger$9,847,375$232,921 ▼-2.3%145,4781.1%Retail/WholesaleEFAiShares MSCI EAFE ETF$9,674,462$81,893 ▲0.9%118,3711.1%FinanceAPHAmphenol$9,652,423$6,483,638 ▼-40.2%147,1631.1%Computer and TechnologyAMZNAmazon.com$9,439,940$203,388 ▼-2.1%49,6161.1%Retail/WholesaleMETAMeta Platforms$9,202,255$436,309 ▼-4.5%15,9661.1%Computer and TechnologyAMTAmerican Tower$9,164,966$264,169 ▼-2.8%42,1181.0%FinanceGWWW.W. Grainger$9,067,169$255,845 ▼-2.7%9,1791.0%IndustrialsPSAPublic Storage$8,672,041$206,513 ▼-2.3%28,9751.0%FinanceSPGIS&P Global$8,566,559$300,795 ▼-3.4%16,8601.0%Business ServicesJKHYJack Henry & Associates$8,340,860$375,428 ▼-4.3%45,6781.0%Computer and TechnologyPEPPepsiCo$8,258,097$409,036 ▼-4.7%55,0760.9%Consumer StaplesLULULululemon Athletica$8,237,612$254,188 ▼-3.0%29,1020.9%Consumer DiscretionaryHDHome Depot$8,036,332$319,210 ▼-3.8%21,9280.9%Retail/WholesaleRMDResMed$7,640,571$269,736 ▼-3.4%34,1330.9%MedicalMANHManhattan Associates$7,084,950$246,582 ▼-3.4%40,9440.8%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$6,579,637$6,350,570 ▲2,772.4%86,9750.8%ETFADBEAdobe$6,565,650$379,311 ▼-5.5%17,1190.7%Computer and TechnologyMMSMaximus$6,090,698$80,123 ▼-1.3%89,3200.7%Business ServicesHCIHCI Group$5,203,618$210,413 ▼-3.9%34,8700.6%FinanceCRVLCorVel$4,984,009$5,153,084 ▼-50.8%44,5120.6%Business ServicesWSMWilliams-Sonoma$4,937,893$4,762,087 ▼-49.1%31,2330.6%Retail/WholesaleSEICSEI Investments$4,817,668$4,350,721 ▼-47.5%62,0590.5%FinanceEHCEncompass Health$4,801,367$119,611 ▼-2.4%47,4070.5%MedicalGNTXGentex$4,756,978$187,985 ▼-3.8%204,1620.5%Auto/Tires/TrucksINGRIngredion$4,425,661$170,634 ▼-3.7%32,7320.5%Consumer StaplesENSGThe Ensign Group$4,333,515$85,017 ▼-1.9%33,4890.5%MedicalAAONAAON$3,989,091$2,314,606 ▼-36.7%51,0570.5%ConstructionFNFabrinet$3,706,473$186,449 ▼-4.8%18,7660.4%Computer and TechnologyMRKMerck & Co., Inc.$3,644,525$3,005,075 ▲469.9%40,6030.4%MedicalIVEiShares S&P 500 Value ETF$3,296,971$165,420 ▲5.3%17,3000.4%ETFATRAptarGroup$3,185,912$46,889 ▼-1.5%21,4710.4%IndustrialsVTIVanguard Total Stock Market ETF$3,172,2120.0%11,5420.4%ETFCRMSalesforce$3,144,911$3,144,911 ▲New Holding11,7190.4%Computer and TechnologyECLEcolab$3,100,043$3,100,043 ▲New Holding12,2280.4%Basic MaterialsHLIHoulihan Lokey$2,895,695$384,693 ▼-11.7%17,9300.3%FinanceQLYSQualys$2,805,720$131,345 ▼-4.5%22,2800.3%Computer and TechnologyIWBiShares Russell 1000 ETF$2,786,4260.0%9,0840.3%ETFCOSTCostco Wholesale$2,757,493$566,440 ▼-17.0%2,9160.3%Retail/WholesaleCOCOVita Coco$2,729,658$85,268 ▼-3.0%89,0590.3%Consumer StaplesPGProcter & Gamble$2,719,499$751,705 ▼-21.7%15,9580.3%Consumer StaplesGLDSPDR Gold Shares$2,447,749$108,341 ▲4.6%8,4950.3%FinanceGOOGAlphabet$1,888,821$18,591 ▼-1.0%12,0900.2%Computer and TechnologyLLYEli Lilly and Company$1,850,0380.0%2,2400.2%MedicalVEAVanguard FTSE Developed Markets ETF$1,825,712$32,785 ▼-1.8%35,9180.2%ETFIWMiShares Russell 2000 ETF$1,586,344$2,593 ▼-0.2%7,9520.2%FinanceQQQInvesco QQQ$1,569,412$2,813 ▼-0.2%3,3470.2%FinanceXLKTechnology Select Sector SPDR Fund$1,515,5630.0%7,3400.2%ETFSBUXStarbucks$1,490,062$85,926 ▼-5.5%15,1910.2%Retail/WholesaleCLXClorox$1,399,938$21,794 ▼-1.5%9,5070.2%Consumer StaplesILCBiShares Morningstar U.S. Equity ETF$1,286,609$115,272 ▼-8.2%16,6530.1%ETFKLACKLA$1,258,079$459,461 ▼-26.8%1,8510.1%Computer and TechnologySCHBSchwab US Broad Market ETF$1,256,2760.0%58,3500.1%ETFCMICummins$1,213,953$119,107 ▼-8.9%3,8730.1%Auto/Tires/TrucksKAIKadant$1,180,533$380,372 ▼-24.4%3,5040.1%IndustrialsTSCOTractor Supply$1,135,424$76,588 ▼-6.3%20,6070.1%Retail/WholesaleIWNiShares Russell 2000 Value ETF$1,097,9270.0%7,2720.1%ETFRSPInvesco S&P 500 Equal Weight ETF$1,093,0810.0%6,3100.1%ETFAXPAmerican Express$1,062,4780.0%3,9490.1%FinanceCHEChemed$1,038,660$181,519 ▼-14.9%1,6880.1%MedicalCVCOCavco Industries$857,3900.0%1,6500.1%ConstructionAMGNAmgen$841,331$7,167 ▲0.9%2,7000.1%MedicalSNPEXtrackers S&P 500 ESG ETF$815,2010.0%16,1650.1%ETFBDXBecton, Dickinson and Company$786,821$88,188 ▼-10.1%3,4350.1%MedicalXLVHealth Care Select Sector SPDR Fund$750,7000.0%5,1410.1%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$738,9080.0%16,1510.1%ETFIVWiShares S&P 500 Growth ETF$738,091$72,686 ▼-9.0%7,9510.1%ETFIWOiShares Russell 2000 Growth ETF$737,4600.0%2,8860.1%ETFVBVanguard Small-Cap ETF$700,0650.0%3,1570.1%ETFDEODiageo$693,186$150,374 ▼-17.8%6,6150.1%Consumer StaplesAMPAmeriprise Financial$682,1110.0%1,4090.1%FinanceAFLAflac$680,928$20,014 ▲3.0%6,1240.1%FinanceWMTWalmart$675,788$263 ▲0.0%7,6980.1%Retail/WholesaleAMATApplied Materials$648,977$85,766 ▲15.2%4,4720.1%Computer and TechnologyDISWalt Disney$601,949$9,080 ▼-1.5%6,0990.1%Consumer DiscretionaryMUSAMurphy USA$600,083$30,545 ▼-4.8%1,2770.1%Retail/WholesaleNEENextEra Energy$593,066$5,388 ▲0.9%8,3660.1%UtilitiesDMXFiShares ESG Advanced MSCI EAFE ETF$580,6050.0%8,6220.1%ManufacturingPRFInvesco FTSE RAFI US 1000 ETF$580,207$9,658 ▼-1.6%14,3580.1%ETFCLColgate-Palmolive$571,195$50,973 ▲9.8%6,0960.1%Consumer StaplesPMPhilip Morris International$568,2530.0%3,5800.1%Consumer StaplesKMBKimberly-Clark$560,062$17,635 ▼-3.1%3,9380.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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