HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IJR) |
1,207,293 | +52,060 | $133,430 |
| IJR | 1,207,293 | +52,060 | $133,430 |
| ISHARES TR (IVV) |
110,678 | -3,721 | $58,187 |
| IVV | 110,678 | -3,721 | $58,187 |
| SCHWAB STRATEGIC TR |
637,814 | +194,989 | $30,749 |
| SCHO | 637,814 | +194,989 | $30,749 |
| APPLE INC |
161,315 | -675 | $27,662 |
| AAPL | 161,315 | -675 | $27,662 |
| SCHWAB STRATEGIC TR |
506,227 | +128,243 | $24,830 |
| SCHR | 506,227 | +128,243 | $24,830 |
| MICROSOFT CORP |
52,122 | +904 | $21,929 |
| MSFT | 52,122 | +904 | $21,929 |
| ISHARES TR (MBB) |
235,767 | +37,179 | $21,790 |
| MBB | 235,767 | +37,179 | $21,790 |
| ALPHABET INC |
134,101 | +2,437 | $20,240 |
| GOOGL | 134,101 | +2,437 | $20,240 |
| MASTERCARD INCORPORATED |
38,910 | -229 | $18,738 |
| MA | 38,910 | -229 | $18,738 |
| WILLIAMS SONOMA INC |
50,911 | +1,429 | $16,166 |
| WSM | 50,911 | +1,429 | $16,166 |
| PEPSICO INC |
85,232 | +278 | $14,917 |
| PEP | 85,232 | +278 | $14,917 |
| AMPHENOL CORP NEW |
128,339 | -572 | $14,804 |
| APH | 128,339 | -572 | $14,804 |
| GRAINGER W W INC |
14,447 | -158 | $14,697 |
| GWW | 14,447 | -158 | $14,697 |
| EDWARDS LIFESCIENCES CORP |
142,948 | -696 | $13,660 |
| EW | 142,948 | -696 | $13,660 |
| MANHATTAN ASSOCIATES INC |
54,081 | -22 | $13,533 |
| MANH | 54,081 | -22 | $13,533 |
| WASTE MGMT INC DEL |
63,462 | -894 | $13,527 |
| WM | 63,462 | -894 | $13,527 |
| MARSH & MCLENNAN COS INC |
65,532 | +64 | $13,498 |
| MMC | 65,532 | +64 | $13,498 |
 BERKSHIRE HATHAWAY INC DEL |
$13,031 | ||
| BRK.B | 30,989 | +37 | $13,031 |
| PUBLIC STORAGE |
42,553 | -3,315 | $12,343 |
| PSA | 42,553 | -3,315 | $12,343 |
| ILLINOIS TOOL WKS INC |
45,729 | -259 | $12,271 |
| ITW | 45,729 | -259 | $12,271 |
| ACCENTURE PLC IRELAND |
33,917 | +95 | $11,756 |
| ACN | 33,917 | +95 | $11,756 |
| CHEMED CORP NEW |
17,927 | -14 | $11,508 |
| CHE | 17,927 | -14 | $11,508 |
| ZOETIS INC |
66,988 | -585 | $11,335 |
| ZTS | 66,988 | -585 | $11,335 |
| UNITEDHEALTH GROUP INC |
22,499 | -64 | $11,130 |
| UNH | 22,499 | -64 | $11,130 |
| SNAP ON INC |
35,315 | +107 | $10,461 |
| SNA | 35,315 | +107 | $10,461 |
| KLA CORP |
14,802 | -55 | $10,340 |
| KLAC | 14,802 | -55 | $10,340 |
| VISA INC |
33,000 | +532 | $9,210 |
| V | 33,000 | +532 | $9,210 |
| HERSHEY CO |
46,802 | +424 | $9,103 |
| HSY | 46,802 | +424 | $9,103 |
| HOME DEPOT INC |
22,915 | -424 | $8,790 |
| HD | 22,915 | -424 | $8,790 |
| ISHARES TR (EFA) |
108,425 | -191 | $8,659 |
| EFA | 108,425 | -191 | $8,659 |
| JOHN BEAN TECHNOLOGIES CORP |
82,215 | +300 | $8,624 |
| JBT | 82,215 | +300 | $8,624 |
| KROGER CO |
149,183 | -607 | $8,523 |
| KR | 149,183 | -607 | $8,523 |
| META PLATFORMS INC |
16,970 | +382 | $8,240 |
| META | 16,970 | +382 | $8,240 |
| TRACTOR SUPPLY CO |
31,450 | +168 | $8,231 |
| TSCO | 31,450 | +168 | $8,231 |
| HENRY JACK & ASSOC INC |
46,891 | -19 | $8,146 |
| JKHY | 46,891 | -19 | $8,146 |
| CORVEL CORP |
29,571 | +373 | $7,776 |
| CRVL | 29,571 | +373 | $7,776 |
| GENTEX CORP |
211,893 | -235 | $7,654 |
| GNTX | 211,893 | -235 | $7,654 |
| FACTSET RESH SYS INC |
16,404 | -23 | $7,454 |
| FDS | 16,404 | -23 | $7,454 |
| S&P GLOBAL INC |
17,427 | -320 | $7,414 |
| SPGI | 17,427 | -320 | $7,414 |
| MAXIMUS INC |
88,265 | -108 | $7,405 |
| MMS | 88,265 | -108 | $7,405 |
| RESMED INC |
36,376 | -416 | $7,203 |
| RMD | 36,376 | -416 | $7,203 |
| HUNT J B TRANS SVCS INC |
31,636 | -1,000 | $6,304 |
| JBHT | 31,636 | -1,000 | $6,304 |
| MURPHY USA INC |
13,941 | +126 | $5,844 |
| MUSA | 13,941 | +126 | $5,844 |
| DROPBOX INC |
232,989 | +1,439 | $5,662 |
| DBX | 232,989 | +1,439 | $5,662 |
| TARGET CORP |
30,336 | -477 | $5,376 |
| TGT | 30,336 | -477 | $5,376 |
| TERADYNE INC |
44,078 | -187 | $4,973 |
| TER | 44,078 | -187 | $4,973 |
| PROCTER AND GAMBLE CO |
27,533 | -44,948 | $4,467 |
| PG | 27,533 | -44,948 | $4,467 |
| ALBANY INTL CORP |
42,818 | -152 | $4,004 |
| AIN | 42,818 | -152 | $4,004 |
| SEI INVTS CO |
52,591 | -47 | $3,781 |
| SEIC | 52,591 | -47 | $3,781 |
| ISHARES TR (IVE) |
17,956 | -452 | $3,354 |
| IVE | 17,956 | -452 | $3,354 |
See Full List: All Stocks Held By West Coast Financial LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By West Coast Financial LLC
|
Size ($ in 1000's)
At 03/31/2024: $824,253 At 12/31/2023: $762,136 West Coast Financial LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from West Coast Financial LLC 13F filings. Link to 13F filings: SEC filings |
