West Coast Financial LLC 13F Holdings · last filed Q1 2025
West Coast Financial LLC reported 162 securities worth $876.01M in its SEC 13F filing for Q1 2025 (period ended 2025-03-31). Top holdings: IJR (16.85%), SCHO (8.43%), IVV (7.89%). Among its top 25 positions this quarter: 6 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $147.6M | 16.85% | 1.4M | Added |
| 2 | SCHO | SCHWAB STRATEGIC TR | $73.8M | 8.43% | 3.0M | Added |
| 3 | IVV | ISHARES TR | $69.1M | 7.89% | 123,028 | Added |
| 4 | SCHR | SCHWAB STRATEGIC TR | $36.5M | 4.16% | 1.5M | Added |
| 5 | AAPL | APPLE INC | $35.1M | 4.00% | 157,908 | Trimmed |
| 6 | MBB | ISHARES TR | $31.0M | 3.54% | 330,498 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $21.0M | 2.39% | 38,261 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $20.8M | 2.37% | 134,205 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $19.0M | 2.17% | 50,607 | Trimmed |
| 10 | BRKB | BERKSHIRE HATHAWAY INC DEL | $16.3M | 1.86% | 30,518 | Trimmed |
| 11 | MRSH | MARSH & MCLENNAN COS INC | $16.2M | 1.85% | 66,483 | Trimmed |
| 12 | WM | WASTE MGMT INC DEL | $14.1M | 1.61% | 61,023 | Trimmed |
| 13 | SYK | STRYKER CORPORATION | $12.4M | 1.42% | 33,320 | Trimmed |
| 14 | SNA | SNAP ON INC | $12.1M | 1.38% | 35,934 | Trimmed |
| 15 | V | VISA INC | $11.8M | 1.34% | 33,579 | Trimmed |
| 16 | ITW | ILLINOIS TOOL WKS INC | $11.5M | 1.31% | 46,256 | Trimmed |
| 17 | ZTS | ZOETIS INC | $11.2M | 1.28% | 68,198 | Trimmed |
| 18 | ACN | ACCENTURE PLC IRELAND | $10.8M | 1.23% | 34,501 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $10.4M | 1.19% | 62,843 | Trimmed |
| 20 | KR | KROGER CO | $9.8M | 1.12% | 145,478 | Trimmed |
| 21 | APH | AMPHENOL CORP NEW | $9.7M | 1.10% | 147,163 | Trimmed |
| 22 | EFA | ISHARES TR | $9.7M | 1.10% | 118,371 | Added |
| 23 | AMZN | AMAZON COM INC | $9.4M | 1.08% | 49,616 | Trimmed |
| 24 | AMT | AMERICAN TOWER CORP NEW | $9.2M | 1.05% | 42,118 | Trimmed |
| 25 | META | META PLATFORMS INC | $9.2M | 1.05% | 15,966 | Trimmed |
Source: SEC Form 13F filings · as of 2025-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR