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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
WMTWalmart Inc
Recent Activity
0.08%
$695,222
7,695 shares@ $90.35 avg price
DISDisney Walt Co
Recent Activity
Decreased -7.55%
0.08%
$689,368
6,191 shares@ $111.36 avg price
MUSAMurphy Usa Inc
Recent Activity
Decreased -8.83%
0.08%
$673,493
1,342 shares@ $501.86 avg price
AMATApplied Matls Inc
Recent Activity
Decreased -34.86%
0.07%
$631,167
3,881 shares@ $162.63 avg price
AFLAflac Inc
Recent Activity
Decreased -0.01%
0.07%
$614,847
5,944 shares@ $103.44 avg price
CPBThe Campbells Company
Recent Activity
Decreased -38.43%
0.07%
$614,757
14,679 shares@ $41.89 avg price
NEENextera Energy Inc
Recent Activity
Decreased -11.06%
0.07%
$594,310
8,290 shares@ $71.69 avg price
PRFInvesco Exchange Traded Fd T
Recent Activity
Decreased -13.1%
0.07%
$588,843
14,597 shares@ $40.35 avg price
DMXFIshares Tr
Recent Activity
New Position
0.07%
$557,154
8,622 shares@ $64.63 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -0.49%
0.07%
$556,416
2,400 shares@ $231.84 avg price