$520 Million is the total value of West Coast Financial LLC's 119 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TRrus 1000 etf | $2,173,000 | +13.2% | 10,258 | 0.0% | 0.42% | -3.7% | |
| V | VISA INC | $1,421,000 | +9.4% | 6,495 | 0.0% | 0.27% | -6.8% | |
| SCZ | ISHARES TReafe sml cp etf | $1,187,000 | +15.9% | 17,362 | 0.0% | 0.23% | -1.3% | |
| IWO | ISHARES TRrus 2000 grw etf | $827,000 | +29.4% | 2,886 | 0.0% | 0.16% | +10.4% | |
| EFG | ISHARES TReafe grwth etf | $584,000 | +12.3% | 5,787 | 0.0% | 0.11% | -4.3% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $562,000 | +9.8% | 3,983 | 0.0% | 0.11% | -6.9% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $511,000 | +13.1% | 5,586 | 0.0% | 0.10% | -3.9% | |
| LOW | LOWES COS INC | $449,000 | -3.2% | 2,800 | 0.0% | 0.09% | -18.1% | |
| NVS | NOVARTIS AGsponsored adr | $367,000 | +8.6% | 3,886 | 0.0% | 0.07% | -6.6% | |
| YUM | YUM BRANDS INC | $280,000 | +18.6% | 2,580 | 0.0% | 0.05% | +1.9% | |
| AMGN | AMGEN INC | $275,000 | -9.5% | 1,197 | 0.0% | 0.05% | -23.2% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $254,000 | +10.9% | 1,004 | 0.0% | 0.05% | -5.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
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.