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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
HSYHershey Co
Recent Activity
Exited
0%
$8.79M
45,833 shares@ $191.78 avg price
JBHTHunt J B Trans Svcs Inc
Recent Activity
Exited
0%
$5.216M
30,270 shares@ $172.33 avg price
TGTTarget Corp
Recent Activity
Exited
0%
$4.474M
28,706 shares@ $155.86 avg price
SUSAIshares Tr
Recent Activity
Exited
0%
$481,360
3,999 shares@ $120.38 avg price
ESGDIshares Tr
Recent Activity
Exited
0%
$422,028
5,014 shares@ $84.17 avg price
VSGXVanguard World Fd
Recent Activity
Exited
0%
$400,369
6,509 shares@ $61.52 avg price
GILDGilead Sciences Inc
Recent Activity
Exited
0%
$366,632
4,373 shares@ $83.84 avg price
ESMLIshares Tr
Recent Activity
Exited
0%
$346,311
8,281 shares@ $41.82 avg price
PRFZInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$275,892
6,640 shares@ $41.55 avg price
LDOSLeidos Holdings Inc
Recent Activity
Exited
0%
$246,130
1,510 shares@ $163.0 avg price