West Coast Financial LLC
CIK: 0001511985SEC EDGAR →
Portfolio Value
$876.0M
Holdings
162
As of
Q1 2025
New Positions
162
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,411,199 | $147.6M | 16.85% |
| 2 | SCHWAB STRATEGIC TR | 3,033,672 | $73.8M | 8.43% |
| 3 | ISHARES TR | 123,028 | $69.1M | 7.89% |
| 4 | SCHWAB STRATEGIC TR | 1,466,598 | $36.5M | 4.16% |
| 5 | APPLE INC | 157,908 | $35.1M | 4.00% |
| 6 | ISHARES TR | 330,498 | $31.0M | 3.54% |
| 7 | MASTERCARD INCORPORATED | 38,261 | $21.0M | 2.39% |
| 8 | ALPHABET INC | 134,205 | $20.8M | 2.37% |
| 9 | MICROSOFT CORP | 50,607 | $19.0M | 2.17% |
| 10 | BERKSHIRE HATHAWAY INC DEL | 30,518 | $16.3M | 1.86% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 65 | $479.6M | 54.8% |
| Technology | 21 | $111.4M | 12.7% |
| Industrials | 13 | $60.8M | 6.9% |
| Healthcare | 16 | $56.4M | 6.4% |
| Consumer Cyclical | 13 | $40.8M | 4.7% |
| Unknown | 9 | $36.4M | 4.2% |
| Consumer Defensive | 14 | $35.7M | 4.1% |
| Communication Services | 4 | $32.4M | 3.7% |
| Real Estate | 3 | $18.1M | 2.1% |
| Basic Materials | 1 | $3.1M | 0.4% |
| Energy | 2 | $716K | 0.1% |
| Utilities | 1 | $593K | 0.1% |