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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
LLYEli Lilly & Co
Recent Activity
Decreased -0.57%
0.2%
$1.729M
2,240 shares@ $772.0 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -2.27%
0.19%
$1.714M
3,353 shares@ $511.21 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.8%
0.19%
$1.707M
7,340 shares@ $232.53 avg price
KAIKadant Inc
Recent Activity
Decreased -7.39%
0.18%
$1.598M
4,633 shares@ $345.0 avg price
KLACKla Corp
Recent Activity
Decreased -61.28%
0.18%
$1.592M
2,527 shares@ $630.04 avg price
CLXClorox Co Del
Recent Activity
Decreased -2.49%
0.18%
$1.568M
9,655 shares@ $162.42 avg price
CMICummins Inc
Recent Activity
Decreased -0.02%
0.17%
$1.483M
4,253 shares@ $348.61 avg price
ILCBIshares Tr
Recent Activity
Decreased -6.65%
0.17%
$1.473M
18,145 shares@ $81.16 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -9.04%
0.17%
$1.466M
16,067 shares@ $91.26 avg price
IWNIshares Tr
Recent Activity
Decreased -1.95%
0.14%
$1.194M
7,272 shares@ $164.17 avg price