test

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
RMDResmed Inc
Recent Activity
Decreased -0.42%
0.9%
$8.082M
35,338 shares@ $228.7 avg price
FNFabrinet
Recent Activity
Decreased -1.62%
0.48%
$4.334M
19,710 shares@ $219.89 avg price
HCIHci Group Inc
Recent Activity
Decreased -0.83%
0.47%
$4.228M
36,280 shares@ $116.54 avg price
HLIHoulihan Lokey Inc
Recent Activity
Decreased -7.71%
0.39%
$3.527M
20,312 shares@ $173.67 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -13.54%
0.38%
$3.415M
20,369 shares@ $167.65 avg price
HALOHalozyme Therapeutics Inc
Recent Activity
Decreased -5.55%
0.36%
$3.257M
68,127 shares@ $47.82 avg price
IWBIshares Tr
Recent Activity
Decreased -2.12%
0.33%
$2.927M
9,084 shares@ $322.16 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.04%
0.26%
$2.325M
12,209 shares@ $190.45 avg price
IWMIshares Tr
Recent Activity
Decreased -3.26%
0.2%
$1.76M
7,965 shares@ $220.96 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.1%
0.2%
$1.748M
36,563 shares@ $47.83 avg price