- New Purchases: SYNA, BHP,
- Added Positions: SCHW, SPLV, SCHO, SCHR, XSLV, AEO, CCL, IWM, QQQ, SUB,
- Reduced Positions: XOM, AAPL, FDX, IJR, JKD, WBA, GNTX, BA, IVV, MSFT, MA, CVCO, RMD, INTC, JWN, FNDX, POR, AGN, AMN, STE, PG, PII, DVY, VYM, VTI, SCZ, PRFZ, MMM, IVW, ACN, IVE, CL, COST, DEO, IDXX, LM, PEP, YUM, LOW, FNDA, CVX, AMGN, EMR, WAB, VZ, IBM, NOBL, JNJ, VHT,
- Sold Out: LRCX, WMT, KO, NICE, RY,
For the details of West Coast Financial LLC's stock buys and sells, go to https://www.gurufocus.com/guru/west+coast+financial+llc/current-portfolio/portfolio
These are the top 5 holdings of West Coast Financial LLC- iShares Core S&P Small-Cap ETF (IJR) - 585,092 shares, 10.53% of the total portfolio. Shares reduced by 2.13%
- Invesco S&P 500 Low Volatility ETF (SPLV) - 703,972 shares, 8.81% of the total portfolio. Shares added by 5.31%
- Invesco S&P SmallCap Low Volatility ETF (XSLV) - 334,555 shares, 3.65% of the total portfolio. Shares added by 5.35%
- Apple Inc (AAPL) - 54,535 shares, 3.44% of the total portfolio. Shares reduced by 22.3%
- Mastercard Inc (MA) - 48,076 shares, 3.08% of the total portfolio. Shares reduced by 1.03%
West Coast Financial LLC initiated holding in Synaptics Inc. The purchase prices were between $38.44 and $68.65, with an estimated average price of $53.19. The stock is now traded at around $72.47. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,657 shares as of .
New Purchase: BHP Group Ltd (BHP)West Coast Financial LLC initiated holding in BHP Group Ltd. The purchase prices were between $47.47 and $55.31, with an estimated average price of $51.02. The stock is now traded at around $56.48. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,750 shares as of .
Added: Charles Schwab Corp (SCHW)West Coast Financial LLC added to a holding in Charles Schwab Corp by 48.70%. The purchase prices were between $35.1 and $51.07, with an estimated average price of $44.34. The stock is now traded at around $48.34. The impact to a portfolio due to this purchase was 0.73%. The holding were 218,998 shares as of .
Added: Schwab Short-Term U.S. Treasury ETF (SCHO)West Coast Financial LLC added to a holding in Schwab Short-Term U.S. Treasury ETF by 21.11%. The purchase prices were between $50.38 and $50.71, with an estimated average price of $50.53. The stock is now traded at around $50.54. The impact to a portfolio due to this purchase was 0.38%. The holding were 203,204 shares as of .
Added: Schwab Intermediate-Term U.S. Treasury ETF (SCHR)West Coast Financial LLC added to a holding in Schwab Intermediate-Term U.S. Treasury ETF by 20.21%. The purchase prices were between $54.79 and $56.05, with an estimated average price of $55.25. The stock is now traded at around $55.22. The impact to a portfolio due to this purchase was 0.22%. The holding were 109,690 shares as of .
Sold Out: Lam Research Corp (LRCX)West Coast Financial LLC sold out a holding in Lam Research Corp. The sale prices were between $227.7 and $297.41, with an estimated average price of $266.62.
Sold Out: Walmart Inc (WMT)West Coast Financial LLC sold out a holding in Walmart Inc. The sale prices were between $116.12 and $121.28, with an estimated average price of $119.15.
Sold Out: Coca-Cola Co (KO)West Coast Financial LLC sold out a holding in Coca-Cola Co. The sale prices were between $51.71 and $55.35, with an estimated average price of $53.77.
Sold Out: Royal Bank of Canada (RY)West Coast Financial LLC sold out a holding in Royal Bank of Canada. The sale prices were between $78.42 and $82.35, with an estimated average price of $80.54.
Sold Out: NICE Ltd (NICE)West Coast Financial LLC sold out a holding in NICE Ltd. The sale prices were between $141.89 and $159.12, with an estimated average price of $152.81.
Here is the complete portfolio of West Coast Financial LLC. Also check out:
1. West Coast Financial LLC's Undervalued Stocks
2. West Coast Financial LLC's Top Growth Companies, and
3. West Coast Financial LLC's High Yield stocks
4. Stocks that West Coast Financial LLC keeps buying