| |
|
|
| Name: |
WEST COAST FINANCIAL LLC |
| City: |
SANTA BARBARA |
| State: |
CA |
| Zip: |
93101 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
22 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWB |
ishares trust Russell 1000 |
52 |
- |
$286.17 |
$2,811,000 |
9,761 |
0.34% |
251,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
IWO |
iShares Russell 2000 Growth |
82 |
- |
$259.92 |
$782,000 |
2,886 |
0.09% |
54,000 |
0 |
0.007 |
Closed - End Fund - E... |
|
|
IVW |
ishares tr S&P 500 BARRA GR |
84 |
- |
$84.71 |
$732,000 |
8,664 |
0.09% |
81,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
85 |
- |
$222.54 |
$722,000 |
3,157 |
0.09% |
49,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
KMB |
Kimberly Clark Corp |
95 |
- |
$136.67 |
$509,000 |
3,938 |
0.06% |
30,000 |
0 |
0.001 |
Paper & Paper Products |
|
|
SCZ |
ISHARES MSCI EAFE SM |
98 |
- |
$63.64 |
$481,000 |
7,590 |
0.06% |
11,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
IDXX |
Idexx Laboratories Inc |
101 |
- |
$509.82 |
$463,000 |
858 |
0.06% |
-13,000 |
0 |
0.001 |
Diagnostic Substances |
|
|
ESGD |
Ishares Trust Ishares Msci ... |
105 |
- |
$80.59 |
$401,000 |
5,014 |
0.05% |
22,000 |
0 |
0.001 |
N/A |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
106 |
- |
$104.65 |
$400,000 |
3,823 |
0.05% |
-3,000 |
0 |
0.004 |
Closed - End Fund - Debt |
|
|
FDX |
Fedex Corp |
112 |
- |
$265.73 |
$379,000 |
1,309 |
0.05% |
48,000 |
0 |
0.001 |
AirDelivery & Freight... |
|
|
VSGX |
Vanguard Esg International ... |
115 |
- |
$0.00 |
$374,000 |
6,509 |
0.05% |
14,000 |
0 |
0.024 |
N/A |
|
|
FISV |
Fiserv Inc |
118 |
- |
$154.22 |
$366,000 |
2,292 |
0.04% |
62,000 |
0 |
0 |
Business Software & S... |
|
|
MLPA |
Global X Mlp |
132 |
- |
$47.31 |
$291,000 |
6,033 |
0.04% |
24,000 |
0 |
0.023 |
N/A |
|
|
IJT |
iShares S&P SC600 BR Gr Indx |
137 |
- |
$129.89 |
$281,000 |
2,152 |
0.03% |
12,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
UNP |
Union Pacific Corp |
138 |
- |
$247.40 |
$279,000 |
1,135 |
0.03% |
0 |
0 |
0 |
Railroads |
|
|
AVGO |
Broadcom Limited |
139 |
- |
$1,332.80 |
$278,000 |
210 |
0.03% |
44,000 |
0 |
0 |
Semiconductor- Broad... |
|
|
XLU |
SPDR Utilities Select |
141 |
- |
$71.27 |
$276,000 |
4,200 |
0.03% |
10,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DHS |
WisdomTree Trust High-Yield... |
146 |
- |
$82.50 |
$260,000 |
3,000 |
0.03% |
13,000 |
0 |
0.027 |
Closed - End Fund - E... |
|
|
MO |
Altria Group Inc |
151 |
- |
$44.90 |
$238,000 |
5,450 |
0.03% |
18,000 |
0 |
0 |
Cigarettes & Other To... |
|
|
VOO |
Vanguard S&P 500 Etf |
154 |
- |
$478.74 |
$225,000 |
469 |
0.03% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
RY |
Royal Bank of Canada (USA) |
155 |
- |
$103.21 |
$222,000 |
2,203 |
0.03% |
-1,000 |
0 |
0 |
Foreign Money Center ... |
|
|
LCID |
Lucid Group, Inc. |
162 |
- |
$2.66 |
$29,000 |
10,000 |
0% |
-13,000 |
0 |
0 |
N/A |
|
