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
SBUXStarbucks Corp
Recent Activity
Decreased -9.04%
0.17%
$1.466M
16,067 shares@ $91.26 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 200%
0.15%
$1.325M
58,350 shares@ $22.7 avg price
IWNIshares Tr
Recent Activity
Decreased -1.95%
0.14%
$1.194M
7,272 shares@ $164.17 avg price
AXPAmerican Express Co
Recent Activity
0.13%
$1.172M
3,949 shares@ $296.8 avg price
TSCOTractor Supply Co
Recent Activity
Increased 371.84%
0.13%
$1.167M
21,997 shares@ $53.06 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
0.13%
$1.106M
6,310 shares@ $175.23 avg price
CHEChemed Corp New
Recent Activity
Decreased -33.85%
0.12%
$1.051M
1,983 shares@ $529.8 avg price
DEODiageo Plc
Recent Activity
Decreased -16.7%
0.12%
$1.023M
8,050 shares@ $127.14 avg price
IVWIshares Tr
Recent Activity
0.1%
$886,763
8,734 shares@ $101.53 avg price
BDXBecton Dickinson & Co
Recent Activity
Decreased -1.03%
0.1%
$866,643
3,820 shares@ $226.87 avg price