$193 Million is the total value of West Coast Financial LLC's 88 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $5,550,000 | – | 72,834 | +100.0% | 2.87% | – |
| DAL | New | DELTA AIR LINES INC DEL | $2,214,000 | – | 45,000 | +100.0% | 1.15% | – |
| EMB | New | ISHARESjp mor em mk etf | $330,000 | – | 3,007 | +100.0% | 0.17% | – |
| ILCB | New | ISHARES TRmrngstr lg-cp et | $299,000 | – | 2,419 | +100.0% | 0.16% | – |
| QDEL | New | QUIDEL CORP | $282,000 | – | 9,750 | +100.0% | 0.15% | – |
| NICE | New | NICE SYS LTDsponsored adr | $215,000 | – | 4,245 | +100.0% | 0.11% | – |
| AMGN | New | AMGEN INC | $211,000 | – | 1,327 | +100.0% | 0.11% | – |
| BIIB | New | BIOGEN IDEC INC | $204,000 | – | 600 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-01-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 11.0% |
| APPLE INC | 42 | Q3 2023 | 4.7% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.2% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.0% |
| INTEL CORP | 42 | Q3 2023 | 3.3% |
| AFLAC INC | 42 | Q3 2023 | 2.5% |
| STARBUCKS CORP | 42 | Q3 2023 | 2.7% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.6% |
| RESMED INC | 42 | Q3 2023 | 2.3% |
| CUMMINS INC | 42 | Q3 2023 | 2.3% |
View West Coast Financial LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-01-19 |
View West Coast Financial LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.