West Coast Financial LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

West Coast Financial LLC is a leading investment firm that specializes in managing funds for its clients. In this article, we will be comparing the 13F holdings of West Coast Financial LLC for the third quarter of 2023 to the fourth quarter of 2023. The 13F form is filed by institutional investment managers with at least $100 million in assets under management, and it provides valuable insights into their holdings and investment strategies.

During the third quarter of 2023, West Coast Financial LLC made significant changes to its holdings. One of the notable changes is its increased investment in iShares TR (IJR), with the number of shares rising from 843,664 in Q3 to 1,155,233 in Q4, an increase of 57.1%. This reflects the firm's confidence in the performance of iShares TR and its belief that it will deliver strong returns in the future.

Another stock that saw a significant increase in West Coast Financial LLC's holdings is iShares TR (IVV). The firm's investment in IVV increased from 101,644 shares in Q3 to 114,399 shares in Q4, representing a 25.2% increase. This indicates that West Coast Financial LLC sees potential growth opportunities in the iShares TR portfolio and wants to capitalize on them.

Furthermore, West Coast Financial LLC increased its investment in Apple Inc (AAPL) during the fourth quarter of 2023. The number of shares held by the firm rose from 150,997 in Q3 to 161,990 in Q4, a 20.6% increase. This demonstrates the firm's confidence in the long-term prospects of Apple and its belief that the company will continue to innovate and deliver value to its shareholders.

Additionally, West Coast Financial LLC expanded its holdings in Schwab Strategic TR (SCHO) during the fourth quarter of 2023. The number of shares held by the firm increased from 377,638 in Q3 to 442,825 in Q4, representing an 18.6% increase. This suggests that the firm believes Schwab Strategic TR will perform well in the coming months and wants to capitalize on its potential growth.

Microsoft Corp (MSFT) is another stock that saw an increase in West Coast Financial LLC's holdings. The firm's investment in MSFT rose from 55,416 shares in Q3 to 51,218 shares in Q4, a 10.1% increase. This indicates that West Coast Financial LLC sees value in Microsoft Corp and expects the company to continue its upward trajectory.

On the other hand, there were a few stocks in which West Coast Financial LLC reduced its holdings. Berkshire Hathaway Inc Del (BRK-B) saw a decrease in the number of shares held by the firm from 37,906 in Q3 to 30,952 in Q4, representing a decline of 16.9%. This suggests that West Coast Financial LLC may have shifted its allocation away from Berkshire Hathaway Inc Del due to various reasons such as changes in market conditions or portfolio rebalancing.

Intel Corp (INTC) is another stock that experienced a significant decrease in West Coast Financial LLC's holdings. The number of shares held by the firm declined from 166,245 in Q3 to 32,443 in Q4, a remarkable decrease of 72.4%. This indicates that West Coast Financial LLC may have lost confidence in Intel Corp and decided to reduce its exposure to the stock.

In conclusion, West Coast Financial LLC made several noteworthy changes to its 13F holdings during the third quarter of 2023 to the fourth quarter of 2023. While the firm increased its exposure to stocks such as iShares TR, Apple Inc, and Schwab Strategic TR, it reduced its holdings in stocks like Berkshire Hathaway Inc Del and Intel Corp. These changes reflect the firm's research-backed investment decisions and its proactive approach in navigating the dynamic financial markets. As always, it's interesting to see how these changes in holdings will impact West Coast Financial LLC's portfolio performance and the overall investment landscape.