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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
SCHBSchwab Strategic Tr
Recent Activity
Increased 200%
0.15%
$1.325M
58,350 shares@ $22.7 avg price
TSCOTractor Supply Co
Recent Activity
Increased 371.84%
0.13%
$1.167M
21,997 shares@ $53.06 avg price
SPYXSpdr Ser Tr
Recent Activity
Increased 116.88%
0.09%
$777,671
16,151 shares@ $48.16 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 3.15%
0.06%
$532,284
4,062 shares@ $131.04 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 100%
0.06%
$503,964
19,488 shares@ $25.87 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 200%
0.06%
$482,154
17,400 shares@ $27.71 avg price
VOOVanguard Index Fds
Recent Activity
Increased 16.12%
0.04%
$302,811
562 shares@ $538.81 avg price
BMYBristol-myers Squibb Co
Recent Activity
Increased 0.91%
0.03%
$232,352
4,108 shares@ $56.57 avg price