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Westfuller Advisors

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

Top 5 stock holdings are SGOV, AGG, IVV, VOO, IEFA, and represent 31.45% of Westfuller Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$5.2M), VTV, GOVT, IEFA, AGG, IVV, VMBS, SPIB, NYF, LRCX.
Started 12 new stock positions in CSCO, VBR, VTEI, DUOL, NYF, FTNT, VEA, GS, VTEB, SPIB. LRCX, VTV.
Reduced shares in these 10 stocks: Lam Research Corporation, DGRO, CHGX, IYH, GLD, JQUA, VSGX, BIL, TIP, IGRO.
Sold out of its positions in IYH, Lam Research Corporation, MIN.
Westfuller Advisors was a net buyer of stock by $19M.
Westfuller Advisors has $157M in assets under management (AUM), dropping by 12.99%.
Central Index Key (CIK): 0002024115

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Portfolio Holdings for Westfuller Advisors

Westfuller Advisors holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	9.8	$15M		154k	100.32	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.1	$9.7M	+12%	100k	96.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.0	$9.5M	+11%	16k	588.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.1	$8.0M	+2%	15k	538.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.4	$6.9M	+26%	99k	70.28	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	4.2	$6.6M		302k	21.78	View chart
Vanguard Index Fds Growth Etf (VUG)	3.6	$5.7M	+1071%	14k	410.43	View chart
Apple (AAPL)	3.1	$4.8M		19k	250.42	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$4.4M	NEW	26k	169.30	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	2.3	$3.7M		65k	57.28	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	2.1	$3.3M	-4%	59k	56.70	View chart
Tidal Trust Iii Ywca Womens Etf (WOMN)	2.1	$3.3M		86k	38.53	View chart
NVIDIA Corporation (NVDA)	2.0	$3.2M		24k	134.29	View chart
Investment Managers Ser Tr I Axs Change Finan (CHGX)	2.0	$3.2M	-6%	83k	37.97	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.9	$3.0M		39k	77.27	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.9	$3.0M		40k	74.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.7	$2.6M		5.1k	511.20	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.7	$2.6M	+174%	113k	22.98	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.5	$2.3M	+17%	26k	89.33	View chart
Vanguard World Esg Us Stk Etf (ESGV)	1.4	$2.3M		22k	104.89	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$2.2M	-10%	35k	61.34	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$2.1M	-7%	8.8k	242.12	View chart
Ishares Tr Esg Eafe Etf (DMXF)	1.3	$2.0M		31k	64.62	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	1.2	$1.9M		40k	46.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$1.8M		6.2k	289.80	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	1.1	$1.8M	+111%	39k	45.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$1.7M		13k	127.59	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.1	$1.7M	-9%	29k	57.27	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.0	$1.6M	-6%	24k	67.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$1.5M	+5%	39k	38.37	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$1.5M		25k	58.93	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.9	$1.4M	+10%	15k	98.47	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.9	$1.4M		34k	41.88	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$1.3M		2.3k	588.12	View chart
Microsoft Corporation (MSFT)	0.8	$1.3M		3.0k	421.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.1M		5.7k	189.31	View chart
Tidal Etf Tr Adasina Social (JSTC)	0.7	$1.1M		59k	18.36	View chart
Tidal Trust Iii Naacp Mino Etf (NACP)	0.7	$1.1M		26k	40.88	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.1M		4.4k	239.71	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.0M	+7%	21k	49.05	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$985k	-4%	5.2k	190.00	View chart
Ishares Tr Broad Usd High (USHY)	0.6	$974k		27k	36.79	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.6	$920k	NEW	28k	32.76	View chart
Amazon (AMZN)	0.5	$832k		3.8k	219.39	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.5	$785k		27k	29.02	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$762k	-14%	7.1k	106.55	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$759k	+20%	8.5k	89.08	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$733k		13k	57.41	View chart
Ishares Tr New York Mun Etf (NYF)	0.5	$723k	NEW	14k	53.22	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.4	$691k		28k	24.70	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.4	$661k		7.7k	85.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$652k	-4%	3.0k	220.99	View chart
Lam Research Corp Com New (LRCX)	0.4	$621k	NEW	8.6k	72.49	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.4	$604k	+96%	23k	26.17	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$572k	NEW	2.9k	198.21	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$566k		6.5k	87.33	View chart
Warner Music Group Corp Com Cl A (WMG)	0.4	$557k		18k	31.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$545k		2.9k	190.42	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.3	$528k	-20%	5.8k	91.43	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$505k		6.3k	80.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$489k		2.5k	195.81	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$487k		5.9k	81.97	View chart
Visa Com Cl A (V)	0.3	$477k	-5%	1.5k	316.00	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$472k	-2%	8.1k	58.00	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$455k		4.5k	100.11	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$390k		12k	31.44	View chart
Vanguard World Financials Etf (VFH)	0.2	$378k		3.2k	118.06	View chart
Vanguard World Health Car Etf (VHT)	0.2	$373k		1.5k	253.70	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$371k		2.3k	159.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$358k	NEW	7.1k	50.13	View chart
salesforce (CRM)	0.2	$342k		1.0k	334.74	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.2	$337k	+2%	4.9k	68.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$319k		3.3k	96.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$311k	NEW	6.5k	47.82	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$299k	-4%	1.5k	198.12	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$287k		2.2k	131.75	View chart
Tesla Motors (TSLA)	0.2	$274k	-13%	678.00	403.84	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.2	$265k		7.4k	35.84	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$258k		2.2k	115.57	View chart
Ishares Tr Us Consum Discre (IYC)	0.2	$247k		2.6k	96.15	View chart
Norfolk Southern (NSC)	0.2	$247k		1.1k	234.72	View chart
Meta Platforms Cl A (META)	0.2	$246k		419.00	586.12	View chart
Costco Wholesale Corporation (COST)	0.2	$238k	-2%	260.00	915.25	View chart
Duolingo Cl A Com (DUOL)	0.1	$227k	NEW	700.00	324.23	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$226k		363.00	621.21	View chart
Cisco Systems (CSCO)	0.1	$217k	NEW	3.7k	59.19	View chart
Fortinet (FTNT)	0.1	$215k	NEW	2.3k	94.48	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$215k	NEW	2.2k	99.37	View chart
Intuit (INTU)	0.1	$209k		333.00	628.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$206k	+2%	4.7k	44.04	View chart
Goldman Sachs (GS)	0.1	$204k	NEW	356.00	573.16	View chart

Past Filings by Westfuller Advisors

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

Westfuller Advisors 2024 Q4 filed Feb. 20, 2025
Westfuller Advisors 2024 Q1 restated filed Feb. 20, 2025
Westfuller Advisors 2024 Q1 filed Jan. 15, 2025
Westfuller Advisors 2024 Q3 filed Nov. 7, 2024

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