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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
IJRIshares Tr
Recent Activity
Increased 0.06%
15.64%
$141.892M
1.231M shares@ $115.23 avg price
IVVIshares Tr
Recent Activity
Increased 1.39%
7.35%
$66.656M
113,230 shares@ $588.68 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 162.21%
6.52%
$59.127M
2.457M shares@ $24.07 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 110.61%
3.83%
$34.687M
1.428M shares@ $24.29 avg price
MBBIshares Tr
Recent Activity
Increased 8.3%
3.14%
$28.418M
309,975 shares@ $91.68 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 1.34%
2.86%
$25.953M
137,098 shares@ $189.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.4%
2.44%
$22.119M
52,477 shares@ $421.51 avg price
MAMastercard Incorporated
Recent Activity
Increased 0.47%
2.29%
$20.717M
39,343 shares@ $526.58 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Increased 1.41%
1.59%
$14.405M
67,815 shares@ $212.42 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.25%
1.56%
$14.073M
31,048 shares@ $453.29 avg price