• 13F History

West Coast Financial LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$876M
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 $876M as of Q1 2025. Top holdings included IJR, SCHO, IVV, SCHR, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 162 $876M +$58M -$55.4M +$2.67M IJR, SCHO, IVV, SCHR, AAPL 13F-HR 4/10/2025, 05:36 PM
Q4 2024 165 $908M +$92.3M -$43.8M +$48.5M IJR, IVV, SCHO, AAPL, SCHR 13F-HR 1/14/2025, 07:53 PM
Q3 2024 172 $909M +$56.2M -$43M +$13.2M IJR, IVV, SCHO, AAPL, SCHR 13F-HR 10/9/2024, 05:10 PM
Q2 2024 166 $844M +$79.2M -$47.5M +$31.7M IJR, IVV, SCHO, AAPL, SCHR 13F-HR 7/19/2024, 05:32 PM
Q1 2024 162 $824M +$31.1M -$17.3M +$13.8M IJR, IVV, SCHO, AAPL, SCHR 13F-HR 4/12/2024, 02:11 PM
Q4 2023 158 $762M +$122M -$96M +$26.2M IJR, IVV, AAPL, SCHO, MSFT 13F-HR 1/11/2024, 01:46 PM
Q3 2023 152 $670M +$36.7M -$37.4M -$692K IJR, IVV, AAPL, SCHO, GOOGL 13F-HR 11/2/2023, 09:16 PM
Q2 2023 151 $707M +$33.5M -$18.7M +$14.8M IJR, IVV, AAPL, MSFT, SCHO 13F-HR 8/8/2023, 05:08 PM
Q1 2023 134 $654M +$46.5M -$13.6M +$32.9M IJR, IVV, AAPL, SCHO, SCHR 13F-HR 5/8/2023, 05:25 PM
Q4 2022 127 $590M +$65.8M -$48.5M +$17.3M IJR, IVV, AAPL, SCHO, SCHR 13F-HR 2/14/2023, 02:30 PM
Q3 2022 122 $543M +$47.9M -$17.3M +$30.6M IJR, IVV, SCHO, AAPL, SCHR 13F-HR 10/31/2022, 06:19 PM
Q2 2022 126 $563M +$35.9M -$17.3M +$18.7M IJR, IVV, AAPL, SCHO, SCHR 13F-HR 7/8/2022, 06:10 PM
Q1 2022 135 $651M +$29.3M -$5.39M +$23.9M IJR, IVV, AAPL, GOOGL, MSFT 13F-HR 4/19/2022, 08:28 PM
Q4 2021 136 $699M +$29.9M -$7.38M +$22.5M IJR, IVV, AAPL, GOOGL, MSFT 13F-HR 1/19/2022, 12:48 PM
Q3 2021 133 $621M +$28.8M -$14.5M +$14.3M IJR, IVV, AAPL, GOOGL, MSFT 13F-HR 11/2/2021, 06:17 PM
Q2 2021 133 $613M +$28M -$24.1M +$3.9M IJR, IVV, AAPL, GOOGL, AMAT 13F-HR 7/27/2021, 09:01 PM
Q1 2021 124 $575M +$26.2M -$18.9M +$7.32M IJR, IVV, AAPL, AMAT, GOOGL 13F-HR 5/7/2021, 07:05 PM
Q4 2020 119 $520M +$21.9M -$18.2M +$3.69M IJR, IVV, AAPL, MA, ALGN 13F-HR 2/2/2021, 06:57 PM
Q3 2020 104 $443M +$33.8M -$13.7M +$20.1M IJR, IVV, AAPL, MA, MSFT 13F-HR 11/4/2020, 08:43 PM
Q2 2020 103 $411M +$65M -$100M -$35.1M IJR, IVV, AAPL, MSFT, MA 13F-HR 7/13/2020, 01:23 PM
Q1 2020 96 $376M +$55.4M -$27.2M +$28.2M IJR, SPLV, AAPL, XSLV, MA 13F-HR 4/21/2020, 04:24 PM
Q4 2019 106 $469M +$11M -$16.5M -$5.52M IJR, SPLV, XSLV, AAPL, MA 13F-HR 1/17/2020, 03:07 PM
Q3 2019 109 $441M +$25.1M -$27.3M -$2.12M IJR, SPLV, AAPL, XSLV, MA 13F-HR 10/16/2019, 02:56 PM
Q2 2019 109 $437M +$34.4M -$30.7M +$3.75M IJR, SPLV, MA, AAPL, XSLV 13F-HR 7/16/2019, 10:35 AM
Q1 2019 114 $424M +$55M -$12.3M +$42.6M IJR, SPLV, AAPL, MA, INTC 13F-HR 4/22/2019, 04:59 PM
Q4 2018 106 $352M +$40.9M -$44.5M -$3.59M IJR, SPLV, AAPL, IVV, MA 13F-HR 1/28/2019, 05:50 PM
Q3 2018 134 $434M +$88.1M -$37.1M +$51M IJR, AAPL, SPLV, MA, BRKB 13F-HR 10/19/2018, 11:55 AM
Q2 2018 108 $362M +$25.9M -$6.62M +$19.3M IJR, MA, AAPL, SPLV, AEO 13F-HR 7/16/2018, 10:38 AM
Q1 2018 107 $350M +$18.5M -$14M +$4.57M IJR, MA, SPLVXXXX, AAPL, BRKB 13F-HR 4/17/2018, 04:57 PM
Q4 2017 109 $355M +$14.2M -$36.6M -$22.4M IJR, MA, AAPL, BRKB, CERN 13F-HR 1/19/2018, 03:47 PM
Q3 2017 140 $368M +$56.2M -$5.06M +$51.2M IJR, AAPL, MA, BRKB, CERN 13F-HR 11/1/2017, 09:51 PM
Q2 2017 112 $313M +$18.5M -$27M -$8.55M IJR, AAPL, MA, CERN, BRKB 13F-HR 7/18/2017, 04:51 PM
Q1 2017 121 $314M +$34M -$24.4M +$9.63M IJR, AAPL, MA, BRKB, CERN 13F-HR 4/20/2017, 12:42 PM
Q4 2016 127 $314M +$15M -$12.2M +$2.78M IJR, AAPL, IDXX, BRKB, MA 13F-HR 1/20/2017, 04:11 PM
Q3 2016 134 $312M +$51.6M -$20.9M +$30.7M IJR, AAPL, IDXX, MA, BRKB 13F-HR 10/24/2016, 10:44 AM
Q2 2016 114 $277M +$33.6M -$1.52M +$32.1M IJR, IDXX, BCR, AAPL, WBA 13F-HR 8/1/2016, 09:11 PM
Q1 2016 86 $243M +$14.3M -$6.45M +$7.88M IJR, AAPL, WBA, MA, BCR 13F-HR 4/29/2016, 08:39 PM
Q4 2015 90 $239M +$23.1M -$3.36M +$19.7M IJR, AAPL, WBA, MA, SBUX 13F-HR 2/4/2016, 07:36 PM
Q3 2015 90 $224M +$14.6M -$1.07M +$13.5M IJR, AAPL, WBA, MA, SBUX 13F-HR 10/14/2015, 08:54 PM
Q2 2015 97 $228M +$27.5M -$4.74M +$22.7M IJR, AAPL, WBA, MA, WFM 13F-HR 7/30/2015, 07:02 PM
Q1 2015 97 $215M +$35.4M -$10.4M +$24.9M IJR, AAPL, WBA, MA, BRKB 13F-HR 5/8/2015, 09:22 PM
Q4 2014 87 $192M +$13.7M -$4.34M +$9.36M AAPL, WBA, MA, INTC, BRKB 13F-HR 1/26/2015, 06:40 AM
Q3 2014 85 $178M +$10M -$2.78M +$7.23M AAPL, INTC, BRKB, MA, WAG 13F-HR 11/6/2014, 04:20 PM
Q2 2014 87 $190M +$15M -$17.1M -$2.09M IJR, AAPL, WAG, INTC, QCOM 13F-HR 8/5/2014, 08:22 PM
Q1 2014 91 $197M +$21.5M -$15.8M +$5.75M IJR, AAPL, WAB, WAG, MA 13F-HR 5/12/2014, 07:13 PM
Q4 2013 87 $193M AAPL, WAB, MA, BA, GOOGLXXXX 13F-HR 1/8/2014, 12:11 PM