Westfuller Advisors

Latest statistics and disclosures from Westfuller Advisors's latest quarterly 13F-HR filing:

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Positions held by Westfuller Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 765 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Westfuller Advisors has 765 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 10.2 $25M +171% 251k 100.38
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $8.7M 14k 627.15
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Apple (AAPL) 3.4 $8.3M 31k 271.86
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NVIDIA Corporation (NVDA) 3.1 $7.8M +30% 42k 186.50
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Nushares Etf Tr Nuveen Esg Us (NUBD) 2.8 $7.0M 315k 22.36
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Amazon (AMZN) 2.7 $6.7M -6% 29k 230.82
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Ishares Tr Us Treas Bd Etf (GOVT) 2.6 $6.4M +4% 277k 23.02
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Vanguard World Esg Intl Stk Etf (VSGX) 2.4 $6.0M -3% 83k 71.62
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Vanguard World Esg Us Stk Etf (ESGV) 2.3 $5.8M 48k 120.96
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Ishares Tr Core Msci Eafe (IEFA) 2.2 $5.5M +19% 61k 89.46
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Spdr Gold Tr Gold Shs (GLD) 1.6 $4.1M -5% 10k 396.30
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Ishares Tr Esg Awr Us Agrgt (EAGG) 1.6 $3.9M 81k 47.85
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Ishares Tr Calif Mun Bd Etf (CMF) 1.5 $3.8M 65k 57.46
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Ishares Tr Core Us Aggbd Et (AGG) 1.5 $3.7M +35% 37k 99.88
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Tidal Trust Iii Impact Shares Wo (WOMN) 1.5 $3.6M 87k 41.52
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $3.5M +4% 5.7k 614.35
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Alphabet Cap Stk Cl C (GOOG) 1.4 $3.5M 11k 313.80
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Microsoft Corporation (MSFT) 1.3 $3.2M -2% 6.7k 483.64
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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 1.3 $3.2M NEW 43k 75.43
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Alphabet Cap Stk Cl A (GOOGL) 1.3 $3.2M 10k 313.01
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $3.1M -4% 40k 78.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $3.0M -2% 6.1k 502.65
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Ea Series Trust Stance Sustainab (CHGX) 1.2 $3.0M -9% 109k 27.19
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Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $2.9M -7% 37k 77.88
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $2.9M +16% 4.2k 684.97
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Tidal Trust I Adasina Social (JSTC) 1.1 $2.7M 134k 20.29
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Broadcom (AVGO) 1.1 $2.6M 7.6k 346.10
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Ishares Tr New York Mun Etf (NYF) 1.1 $2.6M +213% 49k 53.51
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Eli Lilly & Co. (LLY) 1.0 $2.5M 2.3k 1074.76
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Ishares Tr Esg Eafe Etf (DMXF) 1.0 $2.4M +3% 32k 75.16
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Ishares Tr Core Div Grwth (DGRO) 0.9 $2.3M 34k 69.42
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JPMorgan Chase & Co. (JPM) 0.9 $2.2M 6.9k 322.24
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Vanguard Index Fds Total Stk Mkt (VTI) 0.9 $2.1M 6.3k 335.28
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.9M 26k 75.44
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.8 $1.9M 2.7k 683.98
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Ishares Tr Intl Div Grwth (IGRO) 0.7 $1.8M 22k 82.77
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $1.8M -9% 38k 47.08
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Goldman Sachs (GS) 0.7 $1.8M 2.0k 878.84
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.7 $1.6M 37k 44.65
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.6 $1.6M +6% 15k 102.42
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Vanguard Whitehall Fds High Div Yld (VYM) 0.6 $1.6M 11k 143.53
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Johnson & Johnson (JNJ) 0.6 $1.5M 7.4k 206.94
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.6 $1.4M -11% 23k 63.18
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Union Pacific Corporation (UNP) 0.5 $1.3M 5.8k 231.31
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Tidal Trust Iii Naacp Mino Etf (NACP) 0.5 $1.3M 26k 49.27
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Meta Platforms Cl A (META) 0.5 $1.1M 1.7k 659.95
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American Express Company (AXP) 0.5 $1.1M -2% 3.1k 369.95
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Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.5 $1.1M +3% 32k 35.58
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Lam Research Corp Com New (LRCX) 0.4 $1.1M -29% 6.5k 171.54
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Walt Disney Company (DIS) 0.4 $1.1M 9.4k 114.52
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $1.0M 21k 48.32
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Starbucks Corporation (SBUX) 0.4 $996k -3% 12k 84.21
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Ishares Tr Trust Ishare 0-1 (SHV) 0.4 $964k 8.8k 110.15
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Costco Wholesale Corporation (COST) 0.4 $962k -2% 1.1k 862.61
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Ishares Gold Tr Shares Represent (IAUM) 0.4 $936k -33% 22k 42.99
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Visa Com Cl A (V) 0.4 $934k 2.7k 350.73
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Palo Alto Networks (PANW) 0.4 $921k 5.0k 184.20
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Pepsi (PEP) 0.4 $900k 6.2k 144.96
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $870k 12k 73.56
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Spdr Series Trust State Street Spd (SPIB) 0.4 $866k -14% 26k 33.81
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $837k -10% 4.0k 209.12
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Thermo Fisher Scientific (TMO) 0.3 $786k 1.4k 579.99
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $779k -19% 8.8k 88.49
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $741k 3.0k 246.20
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Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.3 $731k 29k 25.24
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Warner Music Group Corp Com Cl A (WMG) 0.3 $705k 23k 30.67
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Spdr Series Trust State Street Spd (BIL) 0.3 $701k +16% 7.7k 91.38
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $687k +25% 1.5k 473.24
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.3 $686k 7.0k 97.80
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Ishares Tr Tips Bd Etf (TIP) 0.3 $670k -5% 6.1k 109.92
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Bank of New York Mellon Corporation (BK) 0.3 $669k -6% 5.8k 116.08
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Ishares Tr Envir Awr Rl Est (ERET) 0.3 $664k +11% 25k 26.71
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Mastercard Incorporated Cl A (MA) 0.3 $638k -7% 1.1k 570.88
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Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) 0.3 $626k NEW 7.4k 84.24
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $607k 6.1k 99.53
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $558k -3% 6.4k 87.16
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.2 $540k 6.4k 84.22
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Vanguard Index Fds Growth Etf (VUG) 0.2 $520k -4% 1.1k 487.94
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $472k 5.7k 82.82
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Chubb (CB) 0.2 $472k 1.5k 313.19
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $465k 2.3k 199.66
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Comcast Corp Cl A (CMCSA) 0.2 $460k -10% 15k 30.00
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Cisco Systems (CSCO) 0.2 $456k 5.9k 77.04
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Home Depot (HD) 0.2 $456k +2% 1.3k 344.09
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $447k -9% 7.5k 59.93
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $439k -7% 1.4k 304.78
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Honeywell International (HON) 0.2 $432k -6% 2.2k 195.08
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Vanguard World Financials Etf (VFH) 0.2 $429k -4% 3.2k 133.51
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Ishares Tr Expanded Tech (IGV) 0.2 $426k 4.0k 105.69
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $420k 6.7k 62.47
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $408k 1.9k 219.82
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Nxp Semiconductors N V (NXPI) 0.2 $405k -10% 1.9k 218.16
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $397k +49% 8.6k 45.89
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TJX Companies (TJX) 0.2 $393k +6% 2.6k 153.63
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Ecolab (ECL) 0.2 $392k -2% 1.5k 263.26
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Ishares Tr Usd Grn Bond Etf (BGRN) 0.2 $390k 8.1k 47.94
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Servicenow (NOW) 0.2 $390k +404% 2.5k 153.21
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Intuit (INTU) 0.2 $383k -13% 578.00 662.53
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $381k 4.0k 96.17
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Ishares Tr Eafe Grwth Etf (EFG) 0.2 $375k 3.3k 113.92
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Paypal Holdings (PYPL) 0.2 $372k -12% 6.4k 58.38
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Automatic Data Processing (ADP) 0.1 $355k -2% 1.4k 258.83
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Zscaler Incorporated (ZS) 0.1 $352k 1.6k 224.92
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Norfolk Southern (NSC) 0.1 $348k 1.2k 288.66
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Netflix (NFLX) 0.1 $347k +894% 3.7k 93.76
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $340k 6.8k 50.29
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Select Sector Spdr Tr State Street Ind (XLI) 0.1 $339k 2.2k 155.10
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Abbvie (ABBV) 0.1 $338k +64% 1.5k 228.51
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Intuitive Surgical Com New (ISRG) 0.1 $335k +2% 591.00 566.36
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Ishares Tr Cur Hd Eurzn Etf (HEZU) 0.1 $334k 7.6k 43.76
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $327k -12% 11k 30.96
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Applied Materials (AMAT) 0.1 $324k 1.3k 256.97
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Merck & Co (MRK) 0.1 $320k -25% 3.0k 106.35
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Anglogold Ashanti Com Shs (AU) 0.1 $315k 3.7k 85.28
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Prologis (PLD) 0.1 $307k 2.4k 127.96
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $300k -33% 1.1k 268.20
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Pan American Silver Corp Can (PAAS) 0.1 $293k 5.7k 51.81
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Hecla Mining Company (HL) 0.1 $282k 15k 19.19
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Danaher Corporation (DHR) 0.1 $281k -16% 1.2k 229.19
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Vanguard World Health Car Etf (VHT) 0.1 $277k -6% 962.00 287.86
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $276k 2.3k 119.33
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Vanguard World Inf Tech Etf (VGT) 0.1 $275k -3% 364.00 754.41
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Eaton Corp SHS (ETN) 0.1 $269k 845.00 318.46
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Stryker Corporation (SYK) 0.1 $264k 750.00 352.35
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MercadoLibre (MELI) 0.1 $263k 131.00 2010.15
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $263k +65% 2.7k 96.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $259k 4.8k 53.76
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Raytheon Technologies Corp (RTX) 0.1 $258k 1.4k 183.37
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.1 $257k 3.7k 69.52
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Tutor Perini Corporation (TPC) 0.1 $257k 3.8k 67.02
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $254k +64% 5.4k 46.81
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Analog Devices (ADI) 0.1 $245k 903.00 271.23
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AeroVironment (AVAV) 0.1 $242k 1.0k 241.89
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $241k +4% 514.00 469.17
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salesforce (CRM) 0.1 $239k -22% 900.00 265.32
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Abbott Laboratories (ABT) 0.1 $232k -30% 1.8k 125.27
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Fortinet (FTNT) 0.1 $229k +3% 2.9k 79.42
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Ishares Silver Tr Ishares (SLV) 0.1 $226k 3.5k 64.42
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Ionq Inc Pipe (IONQ) 0.1 $225k +4181% 5.0k 44.87
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Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $225k 2.2k 100.84
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Novartis Sponsored Adr (NVS) 0.1 $224k 1.6k 137.83
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Newmont Mining Corporation (NEM) 0.1 $221k 2.2k 99.85
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International Business Machines (IBM) 0.1 $219k +3% 738.00 296.18
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S&p Global (SPGI) 0.1 $207k -3% 395.00 522.93
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $205k +100% 1.7k 119.38
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $200k NEW 3.5k 56.96
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $199k 8.5k 23.31
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Welltower Inc Com reit (WELL) 0.1 $195k 1.1k 185.60
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Astrazeneca Sponsored Adr 0.1 $192k 2.1k 91.95
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Emerson Electric (EMR) 0.1 $189k +12% 1.4k 132.74
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Blackrock (BLK) 0.1 $187k 175.00 1067.49
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Intel Corporation (INTC) 0.1 $187k +2% 5.1k 36.90
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Micron Technology (MU) 0.1 $183k -32% 641.00 285.66
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Prudential Financial (PRU) 0.1 $181k 1.6k 112.84
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Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) 0.1 $178k -18% 4.7k 38.34
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Tesla Motors (TSLA) 0.1 $178k +192% 395.00 450.20
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Gilead Sciences (GILD) 0.1 $177k -4% 1.4k 122.76
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $174k 577.00 302.11
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W.W. Grainger (GWW) 0.1 $174k +34% 172.00 1010.46
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $169k +799% 1.5k 110.16
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IDEXX Laboratories (IDXX) 0.1 $169k +3% 250.00 676.53
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Booking Holdings (BKNG) 0.1 $167k -6% 31.00 5377.77
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Cummins (CMI) 0.1 $166k -24% 325.00 509.98
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First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.1 $166k 1.1k 152.99
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $164k 1.6k 104.09
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Trane Technologies SHS (TT) 0.1 $164k -27% 422.00 389.15
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Cbre Group Cl A (CBRE) 0.1 $164k -4% 1.0k 160.79
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Linde SHS (LIN) 0.1 $163k 383.00 426.02
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Citigroup Com New (C) 0.1 $162k -2% 1.4k 116.67
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $158k 147.00 1073.42
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Cardinal Health (CAH) 0.1 $157k -30% 763.00 205.58
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Adobe Systems Incorporated (ADBE) 0.1 $157k -50% 448.00 349.95
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NiSource (NI) 0.1 $157k -4% 3.7k 41.76
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Janus Henderson Group Ord Shs (JHG) 0.1 $154k +38% 3.2k 47.57
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Ishares Tr Us Hlthcare Etf (IYH) 0.1 $153k 2.3k 65.10
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Anthem (ELV) 0.1 $153k +2% 435.00 350.69
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Lowe's Companies (LOW) 0.1 $152k +6% 629.00 241.14
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Oracle Corporation (ORCL) 0.1 $151k +6% 776.00 194.84
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American Tower Reit (AMT) 0.1 $150k -36% 849.00 177.17
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Aon Shs Cl A (AON) 0.1 $143k -3% 405.00 353.17
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Unilever Spon Adr New (UL) 0.1 $143k NEW 2.2k 65.40
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Synopsys (SNPS) 0.1 $143k -62% 304.00 469.72
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Nextera Energy (NEE) 0.1 $142k -37% 1.8k 80.26
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Public Service Enterprise (PEG) 0.1 $142k 1.8k 80.31
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Advanced Micro Devices (AMD) 0.1 $141k -20% 656.00 214.16
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Coca-Cola Company (KO) 0.1 $137k -28% 2.0k 69.93
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Electronic Arts (EA) 0.1 $133k -2% 650.00 204.46
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $132k 4.8k 27.43
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Yum! Brands (YUM) 0.1 $131k 868.00 151.28
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Hdfc Bank Sponsored Ads (HDB) 0.1 $130k 3.6k 36.54
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $130k 1.0k 128.88
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $130k 2.4k 54.71
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Qualcomm (QCOM) 0.1 $129k +4% 756.00 171.14
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Johnson Ctls Intl SHS (JCI) 0.1 $129k +3% 1.1k 120.20
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Grupo Cibest Sa Spon Ads (CIB) 0.1 $128k 2.0k 63.61
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Cemex Sab De Cv Spon Adr New (CX) 0.1 $127k 11k 11.49
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Digital Realty Trust (DLR) 0.1 $126k +2% 810.00 155.98
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Ishares Tr Core High Dv Etf (HDV) 0.1 $126k 1.0k 121.61
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Take-Two Interactive Software (TTWO) 0.1 $124k +3% 486.00 255.93
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Duolingo Cl A Com (DUOL) 0.0 $123k 700.00 175.50
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $122k 253.00 482.18
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Alaska Air (ALK) 0.0 $121k -7% 2.4k 50.30
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Now (DNOW) 0.0 $121k NEW 9.1k 13.25
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Southern Company (SO) 0.0 $121k -42% 1.4k 87.21
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D-wave Quantum (QBTS) 0.0 $119k NEW 4.6k 26.15
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Cadence Design Systems (CDNS) 0.0 $118k +2% 377.00 312.23
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Xcel Energy (XEL) 0.0 $117k 1.6k 74.41
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Expeditors International of Washington (EXPD) 0.0 $116k 775.00 149.01
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $111k +100% 769.00 143.93
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Ryder System (R) 0.0 $110k -4% 576.00 191.39
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Colgate-Palmolive Company (CL) 0.0 $108k +7% 1.4k 79.00
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Five Below (FIVE) 0.0 $108k NEW 572.00 188.36
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Pentair SHS (PNR) 0.0 $108k +2% 1.0k 104.12
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Autodesk (ADSK) 0.0 $107k -6% 362.00 296.01
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Unum (UNM) 0.0 $107k -3% 1.4k 77.50
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Bloom Energy Corp Com Cl A (BE) 0.0 $106k NEW 1.2k 86.89
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Range Resources (RRC) 0.0 $105k 3.0k 35.26
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Bunge Global Sa Com Shs (BG) 0.0 $103k 1.2k 89.10
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Ishares Tr Us Consum Discre (IYC) 0.0 $102k 992.00 103.16
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Xylem (XYL) 0.0 $102k -8% 745.00 136.27
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Transunion (TRU) 0.0 $101k 1.2k 85.75
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Vulcan Materials Company (VMC) 0.0 $99k -37% 348.00 284.97
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Uber Technologies (UBER) 0.0 $99k 1.2k 81.71
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Kroger (KR) 0.0 $97k 1.6k 62.48
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $95k 328.00 290.27
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Black Hills Corporation (BKH) 0.0 $95k 1.4k 69.40
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Amgen (AMGN) 0.0 $94k 287.00 326.77
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International Seaways (INSW) 0.0 $93k 1.9k 48.56
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United Rentals (URI) 0.0 $93k 115.00 805.85
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Best Buy (BBY) 0.0 $91k +54% 1.3k 67.92
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Datadog Cl A Com (DDOG) 0.0 $89k +3% 657.00 135.99
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Ishares Tr Ishares Biotech (IBB) 0.0 $89k 527.00 168.83
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Hubspot (HUBS) 0.0 $89k NEW 221.00 401.30
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.0 $89k 2.0k 45.04
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Nike CL B (NKE) 0.0 $88k -69% 1.4k 65.04
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Ishares Tr Broad Usd High (USHY) 0.0 $88k +297% 2.3k 37.39
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Casey's General Stores (CASY) 0.0 $87k -2% 157.00 553.04
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Mondelez Intl Cl A (MDLZ) 0.0 $86k -55% 1.6k 54.32
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Palantir Technologies Cl A (PLTR) 0.0 $85k NEW 476.00 177.75
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Ares Capital Corporation (ARCC) 0.0 $84k +2% 4.2k 20.23
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Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.0 $84k 6.9k 12.20
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Vanguard World Consum Stp Etf (VDC) 0.0 $84k -10% 396.00 211.15
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Chevron Corporation (CVX) 0.0 $83k 546.00 152.53
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Harley-Davidson (HOG) 0.0 $82k +65% 4.0k 20.49
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.0 $82k 1.5k 52.87
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Lyondellbasell Industries N Shs - A - (LYB) 0.0 $81k -4% 1.9k 43.30
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Exelon Corporation (EXC) 0.0 $81k +3% 1.9k 43.59
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Owl Rock Capital Corporation (OBDC) 0.0 $81k +2% 6.3k 12.80
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Corning Incorporated (GLW) 0.0 $80k +35% 916.00 87.55
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Edwards Lifesciences (EW) 0.0 $80k -7% 938.00 85.25
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Past Filings by Westfuller Advisors

SEC 13F filings are viewable for Westfuller Advisors going back to 2024