Westfuller Advisors
Latest statistics and disclosures from Westfuller Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, VOO, AAPL, NUBD, AMZN, and represent 17.92% of Westfuller Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOVT, AAPL, AVGO, AGG, IEFA, BRK.B, MSFT, GOOG, NVDA, JSTC.
- Started 647 new stock positions in RVT, VUSB, SNY, ETHE, CASH, HDB, OLLI, MTSI, GTLS, LULU.
- Reduced shares in these 10 stocks: SGOV (-$16M), EAGG, ESGV, VSGX, ESML, VOO, VYM, CHGX, VMBS, VXF.
- Sold out of its position in ESML.
- Westfuller Advisors was a net buyer of stock by $36M.
- Westfuller Advisors has $220M in assets under management (AUM), dropping by 25.40%.
- Central Index Key (CIK): 0002024115
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Portfolio Holdings for Westfuller Advisors
Westfuller Advisors holds 760 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Westfuller Advisors has 760 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Westfuller Advisors Sept. 30, 2025 positions
- Download the Westfuller Advisors September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.2 | $9.3M | -62% | 92k | 100.70 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $8.4M | -6% | 14k | 614.12 |
|
| Apple (AAPL) | 3.6 | $7.8M | +46% | 31k | 254.63 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 3.2 | $7.0M | 311k | 22.45 |
|
|
| Amazon (AMZN) | 3.1 | $6.9M | +11% | 31k | 219.57 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 2.8 | $6.1M | +115% | 265k | 23.12 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 2.7 | $6.0M | -32% | 87k | 69.37 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $6.0M | +33% | 32k | 186.59 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.6 | $5.7M | -36% | 48k | 118.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $4.5M | +65% | 52k | 87.31 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $3.9M | +9% | 11k | 355.48 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.8 | $3.9M | -49% | 80k | 48.03 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.7 | $3.7M | 65k | 57.04 |
|
|
| Microsoft Corporation (MSFT) | 1.6 | $3.6M | +75% | 6.9k | 517.98 |
|
| Tidal Trust Iii Impact Shares Wo (WOMN) | 1.6 | $3.5M | 87k | 40.66 |
|
|
| Ea Series Trust Stance Sustainab (CHGX) | 1.5 | $3.3M | -7% | 121k | 27.30 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.5 | $3.3M | +2% | 5.4k | 601.03 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.5 | $3.3M | +6% | 41k | 78.91 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.4 | $3.2M | -2% | 41k | 78.09 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $3.1M | +110% | 6.2k | 502.74 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $2.7M | +124% | 11k | 243.56 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.2 | $2.7M | +287% | 27k | 100.25 |
|
| Tidal Trust I Adasina Social (JSTC) | 1.2 | $2.7M | +115% | 133k | 20.33 |
|
| Broadcom (AVGO) | 1.1 | $2.5M | +873% | 7.6k | 329.92 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $2.5M | +59% | 10k | 243.09 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.4M | +47% | 3.6k | 669.32 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 1.1 | $2.4M | 31k | 75.74 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $2.3M | 33k | 68.08 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.1M | +47% | 6.8k | 315.45 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $2.0M | 6.2k | 329.09 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.9 | $1.9M | -11% | 41k | 46.96 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $1.9M | 25k | 73.46 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $1.8M | +13% | 2.7k | 667.92 |
|
| Eli Lilly & Co. (LLY) | 0.8 | $1.8M | +46% | 2.3k | 762.86 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.8 | $1.8M | -3% | 22k | 79.67 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.7 | $1.6M | -10% | 26k | 62.91 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.7 | $1.6M | +3% | 36k | 44.10 |
|
| Goldman Sachs (GS) | 0.7 | $1.6M | +79% | 2.0k | 796.40 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.5M | -15% | 11k | 140.95 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.7 | $1.5M | +26% | 14k | 104.96 |
|
| Johnson & Johnson (JNJ) | 0.6 | $1.4M | +107% | 7.4k | 185.41 |
|
| Union Pacific Corporation (UNP) | 0.6 | $1.4M | +64% | 5.8k | 236.38 |
|
| Meta Platforms Cl A (META) | 0.6 | $1.3M | +75% | 1.7k | 734.49 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.6 | $1.3M | +45% | 33k | 38.50 |
|
| Tidal Trust Iii Naacp Mino Etf (NACP) | 0.6 | $1.2M | 26k | 47.68 |
|
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.2M | 9.2k | 134.16 |
|
|
| Walt Disney Company (DIS) | 0.5 | $1.1M | +55% | 9.5k | 114.50 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.5 | $1.1M | +2% | 31k | 35.69 |
|
| American Express Company (AXP) | 0.5 | $1.1M | +136% | 3.2k | 332.20 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $1.1M | +57% | 1.1k | 925.63 |
|
| Starbucks Corporation (SBUX) | 0.5 | $1.0M | +11% | 12k | 84.60 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $1.0M | +2% | 21k | 49.46 |
|
| Palo Alto Networks (PANW) | 0.5 | $1.0M | NEW | 5.0k | 203.62 |
|
| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.5 | $1.0M | 30k | 33.89 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $994k | +29% | 11k | 91.42 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $967k | 8.8k | 110.49 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $936k | -19% | 4.5k | 209.36 |
|
| Visa Com Cl A (V) | 0.4 | $924k | +36% | 2.7k | 341.43 |
|
| Pepsi (PEP) | 0.4 | $874k | +65% | 6.2k | 140.45 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $830k | -18% | 12k | 71.37 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.4 | $827k | +12% | 16k | 53.35 |
|
| Warner Music Group Corp Com Cl A (WMG) | 0.4 | $783k | 23k | 34.06 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $726k | 3.0k | 242.00 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $725k | 29k | 25.31 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $715k | -2% | 6.4k | 111.21 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $698k | 7.0k | 99.46 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $684k | NEW | 1.2k | 568.65 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $668k | NEW | 6.1k | 108.95 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $655k | +160% | 1.3k | 485.53 |
|
| Ishares Tr Envir Awr Rl Est (ERET) | 0.3 | $615k | +186% | 22k | 27.55 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.3 | $606k | 6.6k | 91.75 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $596k | +14% | 6.1k | 97.82 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $593k | 6.6k | 89.38 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $543k | 6.4k | 85.35 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $541k | NEW | 1.2k | 468.54 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $538k | -6% | 1.1k | 480.01 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $537k | +29% | 17k | 31.42 |
|
| Home Depot (HD) | 0.2 | $526k | NEW | 1.3k | 405.04 |
|
| Honeywell International (HON) | 0.2 | $497k | NEW | 2.4k | 210.50 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $496k | 8.3k | 60.03 |
|
|
| Paypal Holdings (PYPL) | 0.2 | $488k | +121% | 7.3k | 67.06 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $473k | NEW | 2.1k | 228.73 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $472k | -3% | 5.7k | 82.96 |
|
| Zscaler Incorporated (ZS) | 0.2 | $469k | NEW | 1.6k | 299.66 |
|
| Servicenow (NOW) | 0.2 | $464k | NEW | 504.00 | 920.06 |
|
| Ishares Tr Expanded Tech (IGV) | 0.2 | $464k | -7% | 4.0k | 115.01 |
|
| Intuit (INTU) | 0.2 | $458k | +97% | 671.00 | 682.51 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $456k | 2.3k | 195.87 |
|
|
| Netflix (NFLX) | 0.2 | $446k | NEW | 372.00 | 1197.95 |
|
| Vanguard World Financials Etf (VFH) | 0.2 | $444k | 3.4k | 131.24 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $434k | +2% | 1.6k | 280.03 |
|
| Ecolab (ECL) | 0.2 | $421k | +69% | 1.5k | 274.53 |
|
| Chubb (CB) | 0.2 | $419k | NEW | 1.5k | 283.22 |
|
| Automatic Data Processing (ADP) | 0.2 | $416k | +111% | 1.4k | 295.02 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $416k | +151% | 1.7k | 246.63 |
|
| Cisco Systems (CSCO) | 0.2 | $400k | +89% | 5.8k | 68.42 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $396k | 6.6k | 59.92 |
|
|
| Synopsys (SNPS) | 0.2 | $395k | NEW | 801.00 | 493.39 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $395k | -11% | 1.8k | 216.63 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $395k | NEW | 5.8k | 68.49 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.2 | $391k | 8.1k | 48.13 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $383k | -2% | 12k | 31.62 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $382k | 4.0k | 96.46 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $375k | 3.3k | 113.88 |
|
|
| Norfolk Southern (NSC) | 0.2 | $360k | +12% | 1.2k | 300.32 |
|
| Abbott Laboratories (ABT) | 0.2 | $356k | NEW | 2.7k | 133.96 |
|
| TJX Companies (TJX) | 0.2 | $346k | +37% | 2.4k | 144.54 |
|
| Merck & Co (MRK) | 0.2 | $341k | NEW | 4.0k | 84.73 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $340k | 2.2k | 154.25 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $335k | -7% | 6.7k | 50.07 |
|
| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.1 | $319k | +2% | 7.6k | 42.16 |
|
| Eaton Corp SHS (ETN) | 0.1 | $317k | NEW | 847.00 | 374.16 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $316k | NEW | 897.00 | 352.73 |
|
| AeroVironment (AVAV) | 0.1 | $315k | 1.0k | 314.89 |
|
|
| Nike CL B (NKE) | 0.1 | $313k | NEW | 4.5k | 70.13 |
|
| MercadoLibre (MELI) | 0.1 | $306k | 131.00 | 2332.18 |
|
|
| Danaher Corporation (DHR) | 0.1 | $291k | NEW | 1.5k | 198.56 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $282k | 378.00 | 746.73 |
|
|
| Stryker Corporation (SYK) | 0.1 | $282k | NEW | 760.00 | 370.46 |
|
| salesforce (CRM) | 0.1 | $276k | +28% | 1.2k | 237.36 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $273k | 2.3k | 119.52 |
|
|
| Prologis (PLD) | 0.1 | $271k | NEW | 2.4k | 114.52 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $269k | 1.0k | 259.66 |
|
|
| Applied Materials (AMAT) | 0.1 | $262k | NEW | 1.3k | 204.66 |
|
| American Tower Reit (AMT) | 0.1 | $261k | NEW | 1.3k | 194.00 |
|
| Anglogold Ashanti Com Shs (AU) | 0.1 | $260k | NEW | 3.7k | 70.33 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $259k | NEW | 1.9k | 134.69 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $258k | -27% | 3.6k | 70.84 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $257k | NEW | 575.00 | 447.23 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $256k | 4.7k | 54.18 |
|
|
| Tutor Perini Corporation (TPC) | 0.1 | $252k | NEW | 3.8k | 65.59 |
|
| Trane Technologies SHS (TT) | 0.1 | $245k | NEW | 580.00 | 421.64 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $243k | 494.00 | 490.83 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $238k | NEW | 1.4k | 167.28 |
|
| Roper Industries (ROP) | 0.1 | $234k | NEW | 470.00 | 498.38 |
|
| Fortinet (FTNT) | 0.1 | $233k | 2.8k | 84.09 |
|
|
| Southern Company (SO) | 0.1 | $228k | NEW | 2.4k | 94.78 |
|
| Duolingo Cl A Com (DUOL) | 0.1 | $225k | 700.00 | 321.84 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $225k | NEW | 3.6k | 62.98 |
|
| Analog Devices (ADI) | 0.1 | $221k | +3% | 901.00 | 245.60 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $221k | 2.2k | 100.35 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $219k | NEW | 5.7k | 38.73 |
|
| Nextera Energy (NEE) | 0.1 | $214k | NEW | 2.8k | 75.48 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $209k | NEW | 1.6k | 128.20 |
|
| Abbvie (ABBV) | 0.1 | $208k | NEW | 898.00 | 231.67 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $205k | NEW | 857.00 | 239.53 |
|
| Oracle Corporation (ORCL) | 0.1 | $204k | NEW | 726.00 | 281.22 |
|
| Blackrock (BLK) | 0.1 | $203k | NEW | 174.00 | 1166.38 |
|
| International Business Machines (IBM) | 0.1 | $200k | NEW | 710.00 | 282.31 |
|
| S&p Global (SPGI) | 0.1 | $200k | NEW | 411.00 | 486.81 |
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $198k | NEW | 5.7k | 34.42 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $190k | NEW | 1.1k | 178.18 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $186k | NEW | 2.2k | 84.31 |
|
| Coca-Cola Company (KO) | 0.1 | $183k | NEW | 2.7k | 66.76 |
|
| Cummins (CMI) | 0.1 | $183k | NEW | 432.00 | 422.61 |
|
| Linde SHS (LIN) | 0.1 | $182k | NEW | 383.00 | 474.53 |
|
| Booking Holdings (BKNG) | 0.1 | $179k | NEW | 33.00 | 5416.45 |
|
| Hecla Mining Company (HL) | 0.1 | $178k | 15k | 12.10 |
|
|
| Vulcan Materials Company (VMC) | 0.1 | $172k | NEW | 560.00 | 307.59 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $172k | NEW | 577.00 | 298.05 |
|
| Cardinal Health (CAH) | 0.1 | $171k | NEW | 1.1k | 156.96 |
|
| NiSource (NI) | 0.1 | $170k | NEW | 3.9k | 43.30 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $168k | NEW | 1.1k | 157.56 |
|
| Gilead Sciences (GILD) | 0.1 | $167k | NEW | 1.5k | 111.03 |
|
| Prudential Financial (PRU) | 0.1 | $167k | NEW | 1.6k | 103.77 |
|
| Intel Corporation (INTC) | 0.1 | $166k | NEW | 4.9k | 33.55 |
|
| Emerson Electric (EMR) | 0.1 | $165k | NEW | 1.3k | 131.18 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $164k | NEW | 8.5k | 19.25 |
|
| First Tr Exchange Traded Nasdq Cln Edge (GRID) | 0.1 | $163k | NEW | 1.1k | 151.11 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $163k | NEW | 2.1k | 76.73 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $162k | NEW | 1.6k | 103.10 |
|
| Micron Technology (MU) | 0.1 | $159k | NEW | 951.00 | 167.33 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $155k | NEW | 1.7k | 93.40 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $155k | NEW | 242.00 | 638.89 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $154k | NEW | 3.3k | 46.81 |
|
| Public Service Enterprise (PEG) | 0.1 | $150k | NEW | 1.8k | 83.47 |
|
| Aon Shs Cl A (AON) | 0.1 | $149k | NEW | 418.00 | 356.81 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $149k | NEW | 3.5k | 42.37 |
|
| Lowe's Companies (LOW) | 0.1 | $148k | NEW | 588.00 | 251.49 |
|
| Unilever Spon Adr New (UL) | 0.1 | $146k | NEW | 2.5k | 59.28 |
|
| Citigroup Com New (C) | 0.1 | $144k | NEW | 1.4k | 101.50 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $143k | NEW | 147.00 | 971.01 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $137k | NEW | 2.3k | 58.71 |
|
| Anthem (ELV) | 0.1 | $137k | NEW | 423.00 | 323.45 |
|
| Digital Realty Trust (DLR) | 0.1 | $136k | NEW | 787.00 | 172.88 |
|
| Electronic Arts (EA) | 0.1 | $135k | NEW | 667.00 | 201.76 |
|
| Advanced Micro Devices (AMD) | 0.1 | $134k | NEW | 827.00 | 161.79 |
|
| Yum! Brands (YUM) | 0.1 | $132k | NEW | 868.00 | 152.00 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $130k | NEW | 4.8k | 27.30 |
|
| Cadence Design Systems (CDNS) | 0.1 | $130k | NEW | 369.00 | 350.86 |
|
| Xcel Energy (XEL) | 0.1 | $129k | NEW | 1.6k | 81.17 |
|
| Alaska Air (ALK) | 0.1 | $129k | NEW | 2.6k | 49.78 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $127k | NEW | 1.0k | 126.65 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $126k | NEW | 1.0k | 122.50 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $125k | NEW | 2.3k | 53.39 |
|
| Autodesk (ADSK) | 0.1 | $123k | NEW | 387.00 | 317.67 |
|
| W.W. Grainger (GWW) | 0.1 | $122k | NEW | 128.00 | 953.01 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $122k | NEW | 471.00 | 258.26 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $122k | NEW | 3.6k | 34.16 |
|
| Xylem (XYL) | 0.1 | $121k | NEW | 818.00 | 147.42 |
|
| Qualcomm (QCOM) | 0.1 | $120k | NEW | 723.00 | 166.26 |
|
| Uber Technologies (UBER) | 0.1 | $120k | NEW | 1.2k | 97.97 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $117k | NEW | 252.00 | 465.41 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $114k | NEW | 1.0k | 110.32 |
|
| Ryder System (R) | 0.1 | $114k | NEW | 602.00 | 188.64 |
|
| Range Resources (RRC) | 0.1 | $113k | NEW | 3.0k | 37.65 |
|
| Pentair SHS (PNR) | 0.1 | $111k | NEW | 1.0k | 110.76 |
|
| Unum (UNM) | 0.1 | $111k | NEW | 1.4k | 77.78 |
|
| United Rentals (URI) | 0.0 | $109k | NEW | 114.00 | 958.80 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $108k | NEW | 384.00 | 282.07 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $106k | NEW | 6.6k | 16.14 |
|
| Kroger (KR) | 0.0 | $105k | NEW | 1.6k | 67.41 |
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.0 | $104k | NEW | 2.0k | 51.94 |
|
| Ishares Tr Us Consum Discre (IYC) | 0.0 | $104k | NEW | 991.00 | 104.83 |
|
| Janus Henderson Group Ord Shs (JHG) | 0.0 | $104k | NEW | 2.3k | 44.52 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $102k | NEW | 1.3k | 79.96 |
|
| Williams-Sonoma (WSM) | 0.0 | $101k | NEW | 515.00 | 195.45 |
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $99k | 11k | 8.99 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $99k | NEW | 673.00 | 146.32 |
|
| Transunion (TRU) | 0.0 | $98k | NEW | 1.2k | 83.78 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $96k | NEW | 326.00 | 294.44 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $96k | NEW | 2.0k | 49.04 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $95k | NEW | 775.00 | 122.59 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $94k | NEW | 441.00 | 213.56 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $94k | NEW | 1.2k | 81.27 |
|
| Casey's General Stores (CASY) | 0.0 | $91k | NEW | 161.00 | 565.43 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $90k | NEW | 633.00 | 142.40 |
|
| Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) | 0.0 | $90k | NEW | 6.9k | 12.90 |
|
| International Seaways (INSW) | 0.0 | $88k | NEW | 1.9k | 46.09 |
|
| Fortive (FTV) | 0.0 | $87k | NEW | 1.8k | 48.99 |
|
| Chevron Corporation (CVX) | 0.0 | $86k | NEW | 554.00 | 155.34 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $85k | NEW | 1.9k | 43.83 |
|
| CommVault Systems (CVLT) | 0.0 | $85k | NEW | 448.00 | 188.78 |
|
| NetApp (NTAP) | 0.0 | $84k | NEW | 710.00 | 118.42 |
|
| Black Hills Corporation (BKH) | 0.0 | $84k | NEW | 1.4k | 61.57 |
|
| Lazard Ltd Shs -a - (LAZ) | 0.0 | $83k | NEW | 1.6k | 52.78 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $83k | NEW | 4.1k | 20.41 |
|
| Procter & Gamble Company (PG) | 0.0 | $83k | NEW | 537.00 | 153.64 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $81k | NEW | 1.5k | 53.04 |
|
| Exelon Corporation (EXC) | 0.0 | $81k | NEW | 1.8k | 45.01 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $81k | NEW | 6.1k | 13.14 |
|
| Amgen (AMGN) | 0.0 | $81k | NEW | 286.00 | 281.79 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $80k | NEW | 3.2k | 24.68 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $79k | NEW | 542.00 | 145.67 |
|
| Edwards Lifesciences (EW) | 0.0 | $79k | NEW | 1.0k | 77.77 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $77k | NEW | 570.00 | 135.15 |
|
| Acuity Brands (AYI) | 0.0 | $77k | NEW | 223.00 | 344.39 |
|
| Ameriprise Financial (AMP) | 0.0 | $76k | NEW | 155.00 | 492.43 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $76k | NEW | 527.00 | 144.38 |
|
| Guidewire Software (GWRE) | 0.0 | $76k | NEW | 330.00 | 229.86 |
|
Past Filings by Westfuller Advisors
SEC 13F filings are viewable for Westfuller Advisors going back to 2024
- Westfuller Advisors 2025 Q3 filed Oct. 30, 2025
- Westfuller Advisors 2025 Q2 filed July 11, 2025
- Westfuller Advisors 2025 Q1 filed April 25, 2025
- 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