13F Filings History of West Coast Financial LLC

Latest 13F report
Q1 2025 - 11 Apr 2025
Value $
$0
Signature - Title
Clay Murdy - Chief Compliance Officer
Location
Santa Barbara, CA
Summary
This page shows a list of all the recent 13F filings made by West Coast Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. West Coast Financial LLC reported 162 stock holdings with total value $876,014,477 as of Q1 2025. Top holdings included IJR, SCHO, IVV, SCHR, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 0 $0 $0 -$876,014,477 -$876,014,477 13F-HR 14 Aug 2025, 11:16
Q1 2025 162 $876,014,477 +$58,047,192 -$55,381,631 +$2,665,561 IJR, SCHO, IVV, SCHR, AAPL 13F-HR 10 Apr 2025, 17:36
Q4 2024 165 $907,614,283 +$92,319,641 -$43,770,084 +$48,549,557 IJR, IVV, SCHO, AAPL, SCHR 13F-HR 14 Jan 2025, 19:53
Q3 2024 172 $909,100,516 +$56,232,569 -$43,001,000 +$13,231,569 IJR, IVV, SCHO, AAPL, SCHR 13F-HR 09 Oct 2024, 17:10
Q2 2024 166 $843,969,215 +$79,151,674 -$47,461,623 +$31,690,051 IJR, IVV, SCHO, AAPL, SCHR 13F-HR 19 Jul 2024, 17:32
Q1 2024 162 $824,249,356 +$31,140,920 -$17,297,380 +$13,843,540 IJR, IVV, SCHO, AAPL, SCHR 13F-HR 12 Apr 2024, 14:11
Q4 2023 158 $762,135,509 +$122,122,052 -$95,965,590 +$26,156,462 IJR, IVV, AAPL, SCHO, MSFT 13F-HR 11 Jan 2024, 13:46
Q3 2023 143 $670,462,930 +$36,661,460 -$37,353,353 -$691,893 IJR, IVV, AAPL, SCHO, GOOGL 13F-HR 02 Nov 2023, 21:16
Q2 2023 151 $707,080,121 +$33,462,634 -$19,821,064 +$13,641,570 IJR, IVV, AAPL, MSFT, SCHO 13F-HR 08 Aug 2023, 17:08
Q1 2023 134 $653,543,814 +$46,504,812 -$17,128,727 +$29,376,085 IJR, IVV, AAPL, SCHO, SCHR 13F-HR 08 May 2023, 17:25
Q4 2022 127 $589,988,884 +$65,807,367 -$58,154,066 +$7,653,301 IJR, IVV, AAPL, SCHO, SCHR 13F-HR 14 Feb 2023, 15:30
Q3 2022 122 $543,386,000 +$47,894,457 -$20,064,994 +$27,829,463 IJR, IVV, SCHO, AAPL, SCHR 13F-HR 31 Oct 2022, 18:19
Q2 2022 126 $563,347,000 +$35,931,764 -$31,455,617 +$4,476,147 IJR, IVV, AAPL, SCHO, SCHR 13F-HR 08 Jul 2022, 18:10
Q1 2022 135 $651,064,000 +$29,335,167 -$13,689,075 +$15,646,092 IJR, IVV, AAPL, GOOGL, MSFT 13F-HR 19 Apr 2022, 20:28
Q4 2021 136 $698,858,000 +$29,880,653 -$14,334,062 +$15,546,591 IJR, IVV, AAPL, GOOGL, MSFT 13F-HR 19 Jan 2022, 13:48
Q3 2021 133 $621,287,000 +$28,766,019 -$14,464,774 +$14,301,245 IJR, IVV, AAPL, GOOGL, MSFT 13F-HR 02 Nov 2021, 18:17
Q2 2021 133 $613,214,000 +$27,959,415 -$24,058,807 +$3,900,608 IJR, IVV, AAPL, GOOGL, AMAT 13F-HR 27 Jul 2021, 21:01
Q1 2021 124 $575,356,000 +$26,248,102 -$18,925,435 +$7,322,667 IJR, IVV, AAPL, AMAT, GOOGL 13F-HR 07 May 2021, 19:05
Q4 2020 119 $519,719,000 +$21,911,974 -$18,686,893 +$3,225,081 IJR, IVV, AAPL, MA, ALGN 13F-HR 02 Feb 2021, 19:57
Q3 2020 104 $442,722,000 +$33,778,624 -$15,974,492 +$17,804,132 IJR, IVV, AAPL, MA, MSFT 13F-HR 04 Nov 2020, 21:43
Q2 2020 103 $410,517,000 +$64,978,002 -$101,049,837 -$36,071,835 IJR, IVV, AAPL, MSFT, MA 13F-HR 13 Jul 2020, 13:23
Q1 2020 96 $375,946,000 +$55,424,480 -$50,578,164 +$4,846,316 IJR, SPLV, AAPL, XSLV, MA 13F-HR 21 Apr 2020, 16:24
Q4 2019 106 $468,901,000 +$10,955,642 -$18,022,343 -$7,066,701 IJR, SPLV, XSLV, AAPL, MA 13F-HR 17 Jan 2020, 16:07
Q3 2019 109 $441,312,000 +$25,142,948 -$30,831,146 -$5,688,198 IJR, SPLV, AAPL, XSLV, MA 13F-HR 16 Oct 2019, 14:56
Q2 2019 109 $437,338,000 +$34,399,691 -$40,872,056 -$6,472,365 IJR, SPLV, MA, AAPL, XSLV 13F-HR 16 Jul 2019, 10:35
Q1 2019 114 $423,576,000 +$54,977,018 -$21,047,361 +$33,929,657 IJR, SPLV, AAPL, MA, INTC 13F-HR 22 Apr 2019, 16:59
Q4 2018 106 $352,403,000 +$40,900,659 -$64,885,343 -$23,984,684 IJR, SPLV, AAPL, IVV, MA 13F-HR 28 Jan 2019, 18:50
Q3 2018 134 $433,672,000 +$88,109,866 -$38,494,209 +$49,615,657 IJR, AAPL, SPLV, MA, BRKB 13F-HR 19 Oct 2018, 11:55
Q2 2018 108 $361,679,000 +$25,925,226 -$26,624,301 -$699,075 IJR, MA, AAPL, SPLV, AEO 13F-HR 16 Jul 2018, 10:38
Q1 2018 107 $350,036,000 +$18,534,996 -$18,588,268 -$53,272 IJR, MA, SPLV, AAPL, BRKB 13F-HR 17 Apr 2018, 16:57
Q4 2017 109 $355,492,000 +$14,246,434 -$50,527,306 -$36,280,872 IJR, MA, AAPL, BRKB, CERN 13F-HR 19 Jan 2018, 16:47
Q3 2017 140 $368,407,000 +$56,226,073 -$13,657,351 +$42,568,722 IJR, AAPL, MA, BRKB, CERN 13F-HR 01 Nov 2017, 21:51
Q2 2017 112 $312,895,000 +$18,479,373 -$31,520,718 -$13,041,345 IJR, AAPL, MA, CERN, BRKB 13F-HR 18 Jul 2017, 16:51
Q1 2017 122 $314,605,000 +$34,012,434 -$29,910,565 +$4,101,869 IJR, AAPL, MA, BRKB, CERN 13F-HR 20 Apr 2017, 12:42
Q4 2016 127 $314,375,000 +$14,982,900 -$17,581,924 -$2,599,024 IJR, AAPL, IDXX, BRKB, MA 13F-HR 20 Jan 2017, 17:11
Q3 2016 134 $311,560,000 +$51,601,497 -$29,924,467 +$21,677,030 IJR, AAPL, IDXX, MA, BRKB 13F-HR 24 Oct 2016, 10:44
Q2 2016 114 $276,676,000 +$33,596,185 -$2,573,513 +$31,022,672 IJR, IDXX, BCR, AAPL, WBA 13F-HR 01 Aug 2016, 21:11
Q1 2016 86 $242,530,000 +$14,331,761 -$17,281,734 -$2,949,973 IJR, AAPL, WBA, MA, BCR 13F-HR 29 Apr 2016, 20:39
Q4 2015 90 $238,821,000 +$23,088,974 -$11,067,155 +$12,021,819 IJR, AAPL, WBA, MA, SBUX 13F-HR 04 Feb 2016, 20:36
Q3 2015 90 $224,006,000 +$14,613,504 -$3,197,049 +$11,416,455 IJR, AAPL, WBA, MA, SBUX 13F-HR 14 Oct 2015, 20:54
Q2 2015 97 $227,962,000 +$27,487,783 -$5,945,496 +$21,542,287 IJR, AAPL, WBA, MA, WFM 13F-HR 30 Jul 2015, 19:02
Q1 2015 97 $215,434,000 +$35,366,986 -$18,088,428 +$17,278,558 IJR, AAPL, WBA, MA, BRKB 13F-HR 08 May 2015, 21:22
Q4 2014 88 $192,340,000 +$13,695,740 -$9,633,174 +$4,062,566 AAPL, WBA, MA, INTC, BRKB 13F-HR 26 Jan 2015, 07:40
Q3 2014 85 $177,680,000 +$10,004,876 -$19,465,758 -$9,460,882 AAPL, INTC, BRKB, MA, WAG 13F-HR 06 Nov 2014, 17:20
Q2 2014 87 $189,880,000 +$14,973,177 -$24,018,954 -$9,045,777 IJR, AAPL, WAG, INTC, QCOM 13F-HR 05 Aug 2014, 20:22
Q1 2014 91 $197,112,000 +$21,543,558 -$15,866,330 +$5,677,228 IJR, AAPL, WAB, WAG, MA 13F-HR 12 May 2014, 19:13
Q4 2013 88 $193,357,000 $0 $0 $0 AAPL, WAB, MA, BA, GOOGL 13F-HR 08 Jan 2014, 13:11