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Clay Murdy

@West Coast Financial Llc

Latest period2024 - Q4ReportedManaged Assets$907.614MTotal holdings165
Assets growth rate-0.16%Assets growth rate (2-Q avg)3.78%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in West Coast Financial Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 165 positions.

Assets under management

The assets under management (AUM) of West Coast Financial Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 907.614M in assets, with a quarterly growth rate of -0.16% and a 2-quarter average growth rate of 3.78%. The portfolio is managed by Clay Murdy, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ADBEAdobe Inc
Recent Activity
New Position
0.89%
$8.052M
18,108 shares@ $444.68 avg price
SNPEDbx Etf Tr
Recent Activity
New Position
0.1%
$861,110
16,165 shares@ $53.28 avg price
DMXFIshares Tr
Recent Activity
New Position
0.07%
$557,154
8,622 shares@ $64.63 avg price
XJRIshares Tr
Recent Activity
New Position
0.06%
$536,237
13,037 shares@ $41.14 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.04%
$304,458
297 shares@ $1025.12 avg price
MARMarriott Intl Inc New
Recent Activity
New Position
0.03%
$220,920
792 shares@ $278.94 avg price
IYWIshares Tr
Recent Activity
New Position
0.03%
$206,578
1,295 shares@ $159.52 avg price