West Coast Financial LLC

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Assets, Funds, Holdings

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West Coast Financial LLC
CRD #104677
SEC #801-19093
CIK #0001511985
AUM$903.3 MM
Employees31
Phone805-962-9131
Address1525 State Street Suite 104
Santa Barbara, CA 93101
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
IJR 46.4
MA 250,210.0 11.7
AAPL 843,560.0 11.6
CERN 18,250.0 9.3
INTC 239,910.0 8.6
AFL 36,820.0 8.3
BDX 67,250.0 8.1
PII 5,240.0 7.8
AEO 3,720.0 7.8
BA 226,000.0 7.5
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Holdings by Sector ($BB)