0001085146-15-001098.txt : 20150511
0001085146-15-001098.hdr.sgml : 20150511
20150508212234
ACCESSION NUMBER: 0001085146-15-001098
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20150331
FILED AS OF DATE: 20150511
DATE AS OF CHANGE: 20150508
EFFECTIVENESS DATE: 20150511
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: West Coast Financial LLC
CENTRAL INDEX KEY: 0001511985
IRS NUMBER: 261516464
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-14093
FILM NUMBER: 15848617
BUSINESS ADDRESS:
STREET 1: 1525 STATE STREET
STREET 2: SUITE 104
CITY: SANTA BARBARA
STATE: CA
ZIP: 93101
BUSINESS PHONE: 805-962-9131
MAIL ADDRESS:
STREET 1: 1525 STATE STREET
STREET 2: SUITE 104
CITY: SANTA BARBARA
STATE: CA
ZIP: 93101
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001511985
XXXXXXXX
03-31-2015
03-31-2015
false
West Coast Financial LLC
1525 STATE STREET
SUITE 104
SANTA BARBARA
CA
93101
13F HOLDINGS REPORT
028-14093
N
Brian D. Lloyd
Principal/Managing Member
805-962-9131
/s/ Brian D. Lloyd
Santa Barbara
CA
05-08-2015
0
97
215434
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
4860
29465
SH
SOLE
29465
0
0
ABB LTD
SPONSORED ADR
000375204
281
13270
SH
SOLE
13270
0
0
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
1289
13758
SH
SOLE
13758
0
0
ACTAVIS PLC
SHS
G0083B108
645
2168
SH
SOLE
2168
0
0
AFLAC INC
COM
001055102
4826
75387
SH
SOLE
75387
0
0
AMAZON COM INC
COM
023135106
223
600
SH
SOLE
600
0
0
AMGEN INC
COM
031162100
212
1329
SH
SOLE
1329
0
0
APPLE INC
COM
037833100
8959
71998
SH
SOLE
71998
0
0
AT&T INC
COM
00206R102
2453
75117
SH
SOLE
75117
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
2503
29223
SH
SOLE
29223
0
0
BARD C R INC
COM
067383109
4927
29442
SH
SOLE
29442
0
0
BECTON DICKINSON & CO
COM
075887109
5350
37256
SH
SOLE
37256
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
5498
38095
SH
SOLE
38095
0
0
BHP BILLITON LTD
SPONSORED ADR
088606108
284
6115
SH
SOLE
6115
0
0
BIOGEN INC
COM
09062X103
232
550
SH
SOLE
550
0
0
BOEING CO
COM
097023105
3562
23737
SH
SOLE
23737
0
0
CALAVO GROWERS INC
COM
128246105
211
4100
SH
SOLE
4100
0
0
CHEVRON CORP NEW
COM
166764100
637
6070
SH
SOLE
6070
0
0
CLAYMORE EXCHANGE TRD FD TR
GUG BLT2016 HY
18383M415
236
8950
SH
SOLE
8950
0
0
CLAYMORE EXCHANGE TRD FD TR
GUGG BULL 2015
18383M423
383
14678
SH
SOLE
14678
0
0
COCA COLA CO
COM
191216100
257
6344
SH
SOLE
6344
0
0
COLGATE PALMOLIVE CO
COM
194162103
2389
34454
SH
SOLE
34454
0
0
CONOCOPHILLIPS
COM
20825C104
3029
48649
SH
SOLE
48649
0
0
COPART INC
COM
217204106
3434
91413
SH
SOLE
91413
0
0
COSTCO WHSL CORP NEW
COM
22160K105
822
5423
SH
SOLE
5423
0
0
CUMMINS INC
COM
231021106
4301
31023
SH
SOLE
31023
0
0
CVS HEALTH CORP
COM
126650100
202
1956
SH
SOLE
1956
0
0
DANAHER CORP DEL
COM
235851102
425
5000
SH
SOLE
5000
0
0
DECKERS OUTDOOR CORP
COM
243537107
2930
40202
SH
SOLE
40202
0
0
DEL FRISCOS RESTAURANT GROUP
COM
245077102
2061
102291
SH
SOLE
102291
0
0
DIAGEO P L C
SPON ADR NEW
25243Q205
1523
13778
SH
SOLE
13778
0
0
DISNEY WALT CO
COM DISNEY
254687106
316
3010
SH
SOLE
3010
0
0
EMERSON ELEC CO
COM
291011104
2437
43039
SH
SOLE
43039
0
0
EXXON MOBIL CORP
COM
30231G102
3731
43898
SH
SOLE
43898
0
0
GENERAL ELECTRIC CO
COM
369604103
225
9061
SH
SOLE
9061
0
0
GEOSPACE TECHNOLOGIES CORP
COM
37364X109
636
38536
SH
SOLE
38536
0
0
GOOGLE INC
CL A
38259P508
2617
4717
SH
SOLE
4717
0
0
HYSTER YALE MATLS HANDLING I
CL A
449172105
3906
53295
SH
SOLE
53295
0
0
IDEXX LABS INC
COM
45168D104
5437
35194
SH
SOLE
35194
0
0
INTEL CORP
COM
458140100
4767
152457
SH
SOLE
152457
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
3425
21343
SH
SOLE
21343
0
0
INTUIT
COM
461202103
331
3410
SH
SOLE
3410
0
0
ISHARES
SHT NTLAMTFR ETF
464288158
1011
9552
SH
SOLE
9552
0
0
ISHARES
EAFE SML CP ETF
464288273
1036
20932
SH
SOLE
20932
0
0
ISHARES
JP MOR EM MK ETF
464288281
398
3552
SH
SOLE
3552
0
0
ISHARES
NAT AMT FREE BD
464288414
1095
9898
SH
SOLE
9898
0
0
ISHARES
INTRM GOV/CR ETF
464288612
1029
9204
SH
SOLE
9204
0
0
ISHARES TR
MRNGSTR LG-CP ET
464287127
788
6493
SH
SOLE
6493
0
0
ISHARES TR
CORE S&P500 ETF
464287200
2557
12302
SH
SOLE
12302
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
326
3680
SH
SOLE
3680
0
0
ISHARES TR
RUS 1000 ETF
464287622
1338
11548
SH
SOLE
11548
0
0
ISHARES TR
RUS 2000 GRW ETF
464287648
456
3010
SH
SOLE
3010
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1404
11293
SH
SOLE
11293
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
14003
118639
SH
SOLE
118639
0
0
ISHARES TR
SP SMCP600GR ETF
464287887
244
1878
SH
SOLE
1878
0
0
JOHNSON & JOHNSON
COM
478160104
855
8496
SH
SOLE
8496
0
0
KIMBERLY CLARK CORP
COM
494368103
228
2124
SH
SOLE
2124
0
0
KINDER MORGAN INC DEL
COM
49456B101
230
6360
SH
SOLE
6360
0
0
KONINKLIJKE PHILIPS N V
NY REG SH NEW
500472303
309
10906
SH
SOLE
10906
0
0
LEGG MASON INC
COM
524901105
4245
76905
SH
SOLE
76905
0
0
LINDSAY CORP
COM
535555106
2665
34945
SH
SOLE
34945
0
0
LOWES COS INC
COM
548661107
357
4800
SH
SOLE
4800
0
0
MANTECH INTL CORP
CL A
564563104
2256
66480
SH
SOLE
66480
0
0
MASTERCARD INC
CL A
57636Q104
5667
65596
SH
SOLE
65596
0
0
NEXTERA ENERGY INC
COM
65339F101
3491
33547
SH
SOLE
33547
0
0
NIKE INC
CL B
654106103
4541
45260
SH
SOLE
45260
0
0
NORDSTROM INC
COM
655664100
456
5680
SH
SOLE
5680
0
0
NOVARTIS A G
SPONSORED ADR
66987V109
1639
16625
SH
SOLE
16625
0
0
NOVATEL WIRELESS INC
COM NEW
66987M604
230
47779
SH
SOLE
47779
0
0
OMNICELL INC
COM
68213N109
3585
102130
SH
SOLE
102130
0
0
PEPSICO INC
COM
713448108
4705
49200
SH
SOLE
49200
0
0
PFIZER INC
COM
717081103
213
6116
SH
SOLE
6116
0
0
PORTLAND GEN ELEC CO
COM NEW
736508847
2554
68851
SH
SOLE
68851
0
0
PROCTER & GAMBLE CO
COM
742718109
401
4891
SH
SOLE
4891
0
0
QUALCOMM INC
COM
747525103
4419
63724
SH
SOLE
63724
0
0
RAYONIER INC
COM
754907103
274
10156
SH
SOLE
10156
0
0
RESMED INC
COM
761152107
4903
68307
SH
SOLE
68307
0
0
ROYAL BK CDA MONTREAL QUE
COM
780087102
264
4370
SH
SOLE
4370
0
0
SCHLUMBERGER LTD
COM
806857108
946
11341
SH
SOLE
11341
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
2456
80692
SH
SOLE
80692
0
0
SIGMA ALDRICH CORP
COM
826552101
457
3305
SH
SOLE
3305
0
0
SNAP ON INC
COM
833034101
4515
30700
SH
SOLE
30700
0
0
STARBUCKS CORP
COM
855244109
4719
49832
SH
SOLE
49832
0
0
STERIS CORP
COM
859152100
4970
70725
SH
SOLE
70725
0
0
STRYKER CORP
COM
863667101
577
6250
SH
SOLE
6250
0
0
SYNAPTICS INC
COM
87157D109
2773
34104
SH
SOLE
34104
0
0
SYSCO CORP
COM
871829107
211
5580
SH
SOLE
5580
0
0
TCF FINL CORP
COM
872275102
157
10001
SH
SOLE
10001
0
0
TELEFLEX INC
COM
879369106
4584
37941
SH
SOLE
37941
0
0
TUMI HLDGS INC
COM
89969Q104
2651
108390
SH
SOLE
108390
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
872
7439
SH
SOLE
7439
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
810
16658
SH
SOLE
16658
0
0
VISA INC
COM CL A
92826C839
308
4704
SH
SOLE
4704
0
0
WABTEC CORP
COM
929740108
3193
33607
SH
SOLE
33607
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
6542
77259
SH
SOLE
77259
0
0
WELLS FARGO & CO NEW
COM
949746101
734
13490
SH
SOLE
13490
0
0
WHOLE FOODS MKT INC
COM
966837106
3015
57898
SH
SOLE
57898
0
0