West Coast Financial LLC Buys iShares MBS ETF, Public Storage, PepsiCo Inc, Sells Omnicell Inc, Starbucks Corp,

Santa Barbara, CA, based Investment company West Coast Financial LLC (Current Portfolio) buys iShares MBS ETF, Public Storage, PepsiCo Inc, Williams-Sonoma Inc, FedEx Corp, sells Omnicell Inc, Starbucks Corp, , 3M Co, Steris PLC during the 3-months ended 2021Q3, according to the most recent filings of the investment company, West Coast Financial LLC. As of 2021Q3, West Coast Financial LLC owns 133 stocks with a total value of $621 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 ETF (IJR) - 699,301 shares, 12.29% of the total portfolio. Shares added by 0.77%
  2. iShares Core S&P 500 ETF (IVV) - 158,815 shares, 11.01% of the total portfolio. Shares added by 1.59%
  3. Apple Inc (AAPL) - 155,192 shares, 3.53% of the total portfolio. Shares reduced by 2.42%
  4. Alphabet Inc (GOOGL) - 6,704 shares, 2.88% of the total portfolio. Shares added by 0.89%
  5. Microsoft Corp (MSFT) - 55,090 shares, 2.50% of the total portfolio. Shares added by 1.31%
New Purchase: Williams-Sonoma Inc (WSM)

West Coast Financial LLC initiated holding in Williams-Sonoma Inc. The purchase prices were between $151.7 and $194.46, with an estimated average price of $169.24. The stock is now traded at around $205.280000. The impact to a portfolio due to this purchase was 0.66%. The holding were 23,030 shares as of 2021-09-30.

New Purchase: SPDR Portfolio Intermediate Term Treasury ETF (SPTI)

West Coast Financial LLC initiated holding in SPDR Portfolio Intermediate Term Treasury ETF. The purchase prices were between $32.23 and $32.78, with an estimated average price of $32.55. The stock is now traded at around $32.070000. The impact to a portfolio due to this purchase was 0.08%. The holding were 15,263 shares as of 2021-09-30.

New Purchase: PIMCO ETF TRUST (TIPZ)

West Coast Financial LLC initiated holding in PIMCO ETF TRUST. The purchase prices were between $64.4 and $66.45, with an estimated average price of $65.68. The stock is now traded at around $66.010000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,656 shares as of 2021-09-30.

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

West Coast Financial LLC initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $109.64 and $113.19, with an estimated average price of $111.62. The stock is now traded at around $109.310000. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,059 shares as of 2021-09-30.

New Purchase: Invesco DB Commodity Index Tracking Fund (DBC)

West Coast Financial LLC initiated holding in Invesco DB Commodity Index Tracking Fund. The purchase prices were between $17.9 and $20.19, with an estimated average price of $19.2. The stock is now traded at around $21.270000. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,114 shares as of 2021-09-30.

New Purchase: FlexShares US Quality Large Cap Index Fund (QLC)

West Coast Financial LLC initiated holding in FlexShares US Quality Large Cap Index Fund. The purchase prices were between $47.01 and $50.14, with an estimated average price of $48.83. The stock is now traded at around $50.370000. The impact to a portfolio due to this purchase was 0.03%. The holding were 4,242 shares as of 2021-09-30.

Added: iShares MBS ETF (MBB)

West Coast Financial LLC added to a holding in iShares MBS ETF by 127.67%. The purchase prices were between $107.88 and $108.68, with an estimated average price of $108.36. The stock is now traded at around $107.840000. The impact to a portfolio due to this purchase was 0.79%. The holding were 80,375 shares as of 2021-09-30.

Added: Public Storage (PSA)

West Coast Financial LLC added to a holding in Public Storage by 398.18%. The purchase prices were between $296.74 and $331.04, with an estimated average price of $313.87. The stock is now traded at around $335.650000. The impact to a portfolio due to this purchase was 0.75%. The holding were 19,688 shares as of 2021-09-30.

Added: PepsiCo Inc (PEP)

West Coast Financial LLC added to a holding in PepsiCo Inc by 65.34%. The purchase prices were between $148.2 and $158.91, with an estimated average price of $154.73. The stock is now traded at around $162.570000. The impact to a portfolio due to this purchase was 0.67%. The holding were 69,604 shares as of 2021-09-30.

Added: FedEx Corp (FDX)

West Coast Financial LLC added to a holding in FedEx Corp by 41.07%. The purchase prices were between $219.29 and $299.67, with an estimated average price of $271.73. The stock is now traded at around $235.165000. The impact to a portfolio due to this purchase was 0.46%. The holding were 44,803 shares as of 2021-09-30.

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 27.99%. The purchase prices were between $51.16 and $51.27, with an estimated average price of $51.21. The stock is now traded at around $51.010100. The impact to a portfolio due to this purchase was 0.12%. The holding were 67,362 shares as of 2021-09-30.

Added: JPMorgan Chase & Co (JPM)

West Coast Financial LLC added to a holding in JPMorgan Chase & Co by 95.05%. The purchase prices were between $146.97 and $166.98, with an estimated average price of $156.81. The stock is now traded at around $170.275000. The impact to a portfolio due to this purchase was 0.05%. The holding were 3,864 shares as of 2021-09-30.

Sold Out: (ITE)

West Coast Financial LLC sold out a holding in . The sale prices were between $32.24 and $32.8, with an estimated average price of $32.57.

Sold Out: 3M Co (MMM)

West Coast Financial LLC sold out a holding in 3M Co. The sale prices were between $175.42 and $202.83, with an estimated average price of $193.88.

Sold Out: BHP Group Ltd (BHP)

West Coast Financial LLC sold out a holding in BHP Group Ltd. The sale prices were between $52.56 and $80.24, with an estimated average price of $68.45.

Sold Out: Clorox Co (CLX)

West Coast Financial LLC sold out a holding in Clorox Co. The sale prices were between $162.19 and $187.74, with an estimated average price of $172.28.

Sold Out: International Business Machines Corp (IBM)

West Coast Financial LLC sold out a holding in International Business Machines Corp. The sale prices were between $132.97 and $146.84, with an estimated average price of $139.83.



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