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West Coast Financial LLC Buys iShares Core S&P 500, Zebra Technologies Corp, Houlihan Lokey Inc, Sells Invesco S&P 500 Low Volatility, Invesco S&P SmallCap Low Volatility, Schwab Short-Term U.S. Treasury

Santa Barbara, CA, based Investment company West Coast Financial LLC (Current Portfolio) buys iShares Core S&P 500, Zebra Technologies Corp, Houlihan Lokey Inc, Abiomed Inc, The Middleby Corp, sells Invesco S&P 500 Low Volatility, Invesco S&P SmallCap Low Volatility, Schwab Short-Term U.S. Treasury, Teradyne Inc, Berkshire Hathaway Inc during the 3-months ended 2020Q2, according to the most recent filings of the investment company, West Coast Financial LLC. As of 2020Q2, West Coast Financial LLC owns 101 stocks with a total value of $409 million. These are the details of the buys and sells.

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
  1. iShares Core S&P Small-Cap (IJR) - 753,319 shares, 12.56% of the total portfolio. Shares added by 11.96%
  2. iShares Core S&P 500 (IVV) - 133,599 shares, 10.10% of the total portfolio. Shares added by 533.32%
  3. Apple Inc (AAPL) - 38,610 shares, 3.44% of the total portfolio. Shares reduced by 26.88%
  4. Microsoft Corp (MSFT) - 58,428 shares, 2.90% of the total portfolio. Shares added by 5.44%
  5. Mastercard Inc (MA) - 38,454 shares, 2.78% of the total portfolio. Shares reduced by 18.52%
New Purchase: Zebra Technologies Corp (ZBRA)

West Coast Financial LLC initiated holding in Zebra Technologies Corp. The purchase prices were between $174.24 and $277.55, with an estimated average price of $233.21. The stock is now traded at around $255.50. The impact to a portfolio due to this purchase was 1.16%. The holding were 18,581 shares as of .

New Purchase: Abiomed Inc (ABMD)

West Coast Financial LLC initiated holding in Abiomed Inc. The purchase prices were between $141.4 and $257.09, with an estimated average price of $199.41. The stock is now traded at around $264.55. The impact to a portfolio due to this purchase was 0.77%. The holding were 13,002 shares as of .

New Purchase: The Middleby Corp (MIDD)

West Coast Financial LLC initiated holding in The Middleby Corp. The purchase prices were between $48.56 and $87.78, with an estimated average price of $64.53. The stock is now traded at around $75.84. The impact to a portfolio due to this purchase was 0.67%. The holding were 34,728 shares as of .

New Purchase: SEI Investments Co (SEIC)

West Coast Financial LLC initiated holding in SEI Investments Co. The purchase prices were between $44.08 and $60.77, with an estimated average price of $52.15. The stock is now traded at around $55.26. The impact to a portfolio due to this purchase was 0.58%. The holding were 43,104 shares as of .

New Purchase: AbbVie Inc (ABBV)

West Coast Financial LLC initiated holding in AbbVie Inc. The purchase prices were between $73.37 and $98.18, with an estimated average price of $87.8. The stock is now traded at around $97.86. The impact to a portfolio due to this purchase was 0.07%. The holding were 2,962 shares as of .

New Purchase: Emerson Electric Co (EMR)

West Coast Financial LLC initiated holding in Emerson Electric Co. The purchase prices were between $45.7 and $69.33, with an estimated average price of $56.57. The stock is now traded at around $60.83. The impact to a portfolio due to this purchase was 0.07%. The holding were 4,308 shares as of .

Added: iShares Core S&P 500 (IVV)

West Coast Financial LLC added to a holding in iShares Core S&P 500 by 533.32%. The purchase prices were between $245.78 and $323.06, with an estimated average price of $292.09. The stock is now traded at around $316.07. The impact to a portfolio due to this purchase was 8.51%. The holding were 133,599 shares as of .

Added: Houlihan Lokey Inc (HLI)

West Coast Financial LLC added to a holding in Houlihan Lokey Inc by 88.87%. The purchase prices were between $52.12 and $64.39, with an estimated average price of $58.17. The stock is now traded at around $54.72. The impact to a portfolio due to this purchase was 0.8%. The holding were 125,598 shares as of .

Added: Portland General Electric Co (POR)

West Coast Financial LLC added to a holding in Portland General Electric Co by 79.23%. The purchase prices were between $40.28 and $52.52, with an estimated average price of $45.89. The stock is now traded at around $42.31. The impact to a portfolio due to this purchase was 0.66%. The holding were 146,742 shares as of .

Added: Omnicell Inc (OMCL)

West Coast Financial LLC added to a holding in Omnicell Inc by 45.82%. The purchase prices were between $59.36 and $74.43, with an estimated average price of $68.38. The stock is now traded at around $63.70. The impact to a portfolio due to this purchase was 0.44%. The holding were 81,790 shares as of .

Added: iShares Russell 2000 (IWM)

West Coast Financial LLC added to a holding in iShares Russell 2000 by 75.54%. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $139.52. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,110 shares as of .



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

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