$368 Million is the total value of West Coast Financial LLC's 140 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $1,615,000 | +3.4% | 11,548 | 0.0% | 0.44% | -12.2% | |
| ACN | ACCENTURE PLC IRELAND | $1,436,000 | +9.2% | 10,633 | 0.0% | 0.39% | -7.1% | |
| SYK | STRYKER CORP | $746,000 | +2.3% | 5,250 | 0.0% | 0.20% | -13.3% | |
| CVGW | CALAVO GROWERS INC | $300,000 | +6.0% | 4,100 | 0.0% | 0.08% | -10.0% | |
| PM | PHILIP MORRIS INTL INC | $261,000 | -5.4% | 2,347 | 0.0% | 0.07% | -19.3% | |
| DHS | WISDOMTREE TRus high dividend | $210,000 | +2.4% | 3,000 | 0.0% | 0.06% | -13.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-02
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.