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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
SNPEDbx Etf Tr
Recent Activity
New Position
0.1%
$861,110
16,165 shares@ $53.28 avg price
IWOIshares Tr
Recent Activity
0.1%
$830,649
2,886 shares@ $287.83 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -39.55%
0.09%
$788,964
1,560 shares@ $505.75 avg price
SPYXSpdr Ser Tr
Recent Activity
Increased 116.88%
0.09%
$777,671
16,151 shares@ $48.16 avg price
VBVanguard Index Fds
Recent Activity
0.09%
$758,564
3,157 shares@ $240.29 avg price
AMPAmeriprise Finl Inc
Recent Activity
Decreased -0.49%
0.09%
$750,194
1,409 shares@ $532.44 avg price
CVCOCavco Inds Inc Del
Recent Activity
0.09%
$736,280
1,650 shares@ $446.24 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -11.57%
0.08%
$708,696
7,124 shares@ $99.49 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -0.67%
0.08%
$707,306
5,141 shares@ $137.59 avg price
AMGNAmgen Inc
Recent Activity
Decreased -2.15%
0.08%
$697,855
2,677 shares@ $260.69 avg price