Westfuller Advisors
Latest statistics and disclosures from Westfuller Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, GOVT, AAPL, VOO, NVDA, and represent 18.24% of Westfuller Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$9.8M), VONG (+$7.7M), CVLC, EFG, ESGV, EAGG, GOOG, GOVT, AAPL, VSGX.
- Started 61 new stock positions in DVN, QUAL, PNFP, AMN, VECO, ACWX, LNC, MMM, DPZ, ALC.
- Reduced shares in these 10 stocks: SGOV (-$24M), VBIL, Honeywell International, SHY, NYF, VYM, CHGX, XMHQ, VOO, WDC.
- Sold out of its positions in ABAT, APP, AZO, BMO, BIO, BHF, CACI, CHGG, Dupont De Nemours, DT.
- Westfuller Advisors was a net buyer of stock by $22M.
- Westfuller Advisors has $275M in assets under management (AUM), dropping by 18.57%.
- Central Index Key (CIK): 0002024115
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Portfolio Holdings for Westfuller Advisors
Westfuller Advisors holds 765 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Westfuller Advisors has 765 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Westfuller Advisors June 30, 2026 positions
- Download the Westfuller Advisors June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.4 | $12M | +435% | 16k | 748.67 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.6 | $10M | +16% | 440k | 22.78 |
|
| Apple (AAPL) | 3.6 | $9.8M | +15% | 34k | 289.36 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $9.4M | -2% | 14k | 686.80 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $8.8M | 44k | 200.09 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.8 | $7.7M | +302400% | 61k | 127.81 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 2.5 | $6.9M | 313k | 22.14 |
|
|
| Amazon (AMZN) | 2.5 | $6.8M | +3% | 29k | 238.34 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 2.4 | $6.6M | +25% | 81k | 82.34 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.3 | $6.4M | 66k | 96.58 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.3 | $6.2M | +25% | 63k | 98.98 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.0 | $5.6M | +62% | 42k | 132.24 |
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 1.7 | $4.7M | +574% | 50k | 94.47 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.7 | $4.7M | +43% | 13k | 353.34 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $4.4M | +18% | 12k | 357.37 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.6 | $4.3M | +86% | 91k | 47.41 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.5 | $4.0M | 70k | 57.64 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.8M | +2% | 5.1k | 748.86 |
|
| Tidal Trust Iii Impa Shs Wom Etf (WOMN) | 1.3 | $3.6M | 85k | 42.40 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.3 | $3.5M | +755% | 28k | 124.42 |
|
| Ea Series Trust Stan Su Beta Etf (CHGX) | 1.3 | $3.5M | -6% | 105k | 33.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $3.4M | 9.4k | 368.39 |
|
|
| Microsoft Corporation (MSFT) | 1.2 | $3.4M | +50% | 9.2k | 373.02 |
|
| Tidal Trust I Adasina Social (JSTC) | 1.2 | $3.4M | +6% | 148k | 22.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $3.4M | -4% | 4.6k | 737.22 |
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.4M | +33% | 10k | 327.34 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.2M | +5% | 6.4k | 500.39 |
|
| Broadcom (AVGO) | 1.1 | $2.9M | 7.7k | 377.75 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.0 | $2.8M | +2% | 36k | 77.91 |
|
| Lam Research Corp Com New (LRCX) | 1.0 | $2.8M | -5% | 6.5k | 433.61 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.0 | $2.7M | 35k | 76.70 |
|
|
| Ishares Tr Esg Eafe Etf (DMXF) | 1.0 | $2.7M | 32k | 84.60 |
|
|
| Johnson & Johnson (JNJ) | 1.0 | $2.6M | +40% | 10k | 253.96 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 1.0 | $2.6M | +37% | 50k | 52.12 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.5M | -3% | 2.1k | 1199.53 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.9 | $2.5M | +2% | 33k | 75.79 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $2.3M | 6.3k | 370.02 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $2.3M | 27k | 85.49 |
|
|
| Ishares Tr Envir Awr Rl Est (ERET) | 0.7 | $2.1M | +31% | 71k | 28.91 |
|
| Goldman Sachs (GS) | 0.7 | $2.0M | 2.0k | 1011.59 |
|
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.7 | $1.8M | 21k | 87.93 |
|
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 0.7 | $1.8M | +27% | 45k | 40.01 |
|
| Palo Alto Networks (PANW) | 0.6 | $1.8M | +4% | 5.2k | 341.02 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.6 | $1.7M | -14% | 32k | 53.91 |
|
| Tidal Trust Iii Naacp Mino Etf (NACP) | 0.6 | $1.7M | +5% | 28k | 60.80 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $1.7M | 23k | 72.28 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $1.6M | 19k | 83.75 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.6 | $1.6M | 34k | 46.81 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.5M | -14% | 9.6k | 158.03 |
|
| Union Pacific Corporation (UNP) | 0.5 | $1.5M | +9% | 5.5k | 272.00 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.5 | $1.4M | -14% | 13k | 112.88 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.5 | $1.3M | 32k | 42.44 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $1.3M | -10% | 5.4k | 246.22 |
|
| International Business Machines (IBM) | 0.5 | $1.3M | 4.7k | 281.20 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.2M | +27% | 1.3k | 935.18 |
|
| Starbucks Corporation (SBUX) | 0.4 | $1.2M | +5% | 12k | 102.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.2M | +31% | 4.0k | 300.45 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $1.1M | 23k | 48.43 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.1M | +96% | 15k | 71.25 |
|
| Advanced Micro Devices (AMD) | 0.4 | $1.0M | +279% | 1.8k | 580.91 |
|
| American Express Company (AXP) | 0.4 | $1.0M | 3.1k | 338.21 |
|
|
| Meta Platforms Cl A (META) | 0.4 | $988k | 1.8k | 563.19 |
|
|
| Walt Disney Company (DIS) | 0.3 | $946k | +5% | 9.8k | 97.00 |
|
| Pepsi (PEP) | 0.3 | $901k | +7% | 6.7k | 135.40 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $901k | -2% | 9.3k | 96.43 |
|
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.3 | $896k | -5% | 27k | 33.46 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $864k | 7.1k | 121.42 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $822k | 7.0k | 117.06 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.3 | $774k | -7% | 5.4k | 144.61 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.3 | $746k | -19% | 30k | 24.99 |
|
| Visa Com Cl A (V) | 0.3 | $745k | +45% | 2.2k | 343.06 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $722k | +300% | 5.8k | 124.16 |
|
| Cisco Systems (CSCO) | 0.3 | $717k | +6% | 6.1k | 117.47 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $694k | 1.5k | 478.39 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $690k | +2% | 1.4k | 501.93 |
|
| Applied Materials (AMAT) | 0.3 | $687k | -10% | 950.00 | 722.96 |
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.2 | $684k | +3% | 13k | 51.78 |
|
| Micron Technology (MU) | 0.2 | $624k | 540.00 | 1155.30 |
|
|
| Warner Music Group Corp Com Cl A (WMG) | 0.2 | $622k | 23k | 27.07 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $594k | 6.5k | 91.56 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $588k | 2.3k | 252.27 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $584k | +5% | 6.8k | 86.41 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $581k | +3% | 1.1k | 513.69 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $534k | +500% | 6.2k | 86.13 |
|
| Consolidated Edison (ED) | 0.2 | $534k | +2% | 4.8k | 110.64 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $512k | 1.8k | 282.04 |
|
|
| Intel Corporation (INTC) | 0.2 | $499k | -12% | 3.6k | 139.65 |
|
| Home Depot (HD) | 0.2 | $483k | 1.4k | 352.73 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $481k | +61% | 8.1k | 59.69 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $453k | +2% | 4.4k | 103.89 |
|
| Abbvie (ABBV) | 0.2 | $415k | +203% | 1.6k | 251.68 |
|
| Wal-Mart Stores (WMT) | 0.1 | $403k | +2438% | 3.6k | 113.25 |
|
| Merck & Co (MRK) | 0.1 | $390k | 3.0k | 129.35 |
|
|
| Norfolk Southern (NSC) | 0.1 | $379k | 1.2k | 314.56 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $368k | 8.6k | 42.59 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $367k | 15k | 24.55 |
|
|
| Coca-Cola Company (KO) | 0.1 | $367k | +123% | 4.5k | 81.80 |
|
| Jabil Circuit (JBL) | 0.1 | $363k | NEW | 942.00 | 385.48 |
|
| Eaton Corp SHS (ETN) | 0.1 | $359k | 841.00 | 426.32 |
|
|
| Chubb (CB) | 0.1 | $358k | 1.0k | 341.36 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $353k | +124% | 1.6k | 225.67 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $352k | -21% | 6.0k | 58.98 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $337k | -2% | 6.7k | 50.58 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $331k | -25% | 3.0k | 109.45 |
|
| Prologis (PLD) | 0.1 | $330k | 2.4k | 135.74 |
|
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $323k | -38% | 3.5k | 91.64 |
|
| Astera Labs (ALAB) | 0.1 | $322k | 667.00 | 483.02 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $321k | NEW | 2.9k | 110.32 |
|
| Tutor Perini Corporation (TPC) | 0.1 | $318k | 3.8k | 82.97 |
|
|
| Amgen (AMGN) | 0.1 | $312k | +231% | 861.00 | 362.22 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $312k | -22% | 1.3k | 236.63 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $311k | 10k | 30.49 |
|
|
| Honeywell International (HON) | 0.1 | $308k | NEW | 1.4k | 223.90 |
|
| Honeywell Aerospace (HONA) | 0.1 | $304k | NEW | 1.4k | 221.08 |
|
| Sandisk Corp (SNDK) | 0.1 | $298k | 131.00 | 2273.73 |
|
|
| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.1 | $296k | 5.9k | 50.15 |
|
|
| Anglogold Ashanti Com Shs (AU) | 0.1 | $294k | 3.6k | 80.89 |
|
|
| Paccar (PCAR) | 0.1 | $293k | +3714% | 2.4k | 120.10 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $293k | 3.2k | 90.61 |
|
|
| Vanguard World Financials Etf (VFH) | 0.1 | $289k | -25% | 2.2k | 131.59 |
|
| Fortinet (FTNT) | 0.1 | $283k | +7% | 1.8k | 153.60 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $272k | -10% | 1.5k | 185.18 |
|
| Paypal Holdings (PYPL) | 0.1 | $272k | 6.3k | 43.18 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $267k | +4% | 3.9k | 68.93 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $266k | 1.4k | 189.67 |
|
|
| Verizon Communications (VZ) | 0.1 | $264k | +103% | 6.2k | 42.34 |
|
| Amplify Etf Tr Etho Cli Lea Etf (ETHO) | 0.1 | $263k | +61% | 3.3k | 80.61 |
|
| Stryker Corporation (SYK) | 0.1 | $261k | +3% | 826.00 | 315.77 |
|
| Abbott Laboratories (ABT) | 0.1 | $257k | +132% | 2.8k | 90.74 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.1 | $253k | NEW | 5.0k | 50.30 |
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $253k | 5.7k | 44.79 |
|
|
| Welltower Inc Com reit (WELL) | 0.1 | $241k | 1.1k | 226.95 |
|
|
| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.1 | $237k | NEW | 2.0k | 119.13 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $235k | 3.5k | 66.46 |
|
|
| W.W. Grainger (GWW) | 0.1 | $235k | -2% | 172.00 | 1364.08 |
|
| Deere & Company (DE) | 0.1 | $229k | +227% | 360.00 | 635.51 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $228k | 2.3k | 100.96 |
|
|
| Hecla Mining Company (HL) | 0.1 | $227k | 15k | 15.43 |
|
|
| Cummins (CMI) | 0.1 | $224k | -6% | 315.00 | 712.54 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $222k | -4% | 559.00 | 397.68 |
|
| Ecolab (ECL) | 0.1 | $218k | 780.00 | 279.50 |
|
|
| Corning Incorporated (GLW) | 0.1 | $215k | 841.00 | 255.41 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $215k | NEW | 4.2k | 51.00 |
|
| Netflix (NFLX) | 0.1 | $211k | -14% | 3.0k | 71.40 |
|
| Trane Technologies SHS (TT) | 0.1 | $210k | -4% | 427.00 | 491.10 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $209k | 8.3k | 25.06 |
|
|
| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $208k | 1.1k | 191.78 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $207k | 2.2k | 93.40 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.1 | $205k | 677.00 | 302.70 |
|
|
| Acuity Brands (AYI) | 0.1 | $203k | +147% | 538.00 | 376.72 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $199k | +7% | 260.00 | 764.47 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $196k | +355% | 1.6k | 119.51 |
|
| At&t (T) | 0.1 | $194k | 9.4k | 20.70 |
|
|
| Xylem (XYL) | 0.1 | $192k | +124% | 1.6k | 118.25 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $188k | 3.5k | 53.47 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $187k | +14% | 2.7k | 68.41 |
|
| TJX Companies (TJX) | 0.1 | $180k | +3% | 1.2k | 151.47 |
|
| NiSource (NI) | 0.1 | $179k | 3.8k | 47.55 |
|
|
| Servicenow (NOW) | 0.1 | $171k | 1.7k | 99.26 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $170k | +2152% | 563.00 | 301.45 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $169k | -4% | 1.6k | 109.05 |
|
| Chevron Corporation (CVX) | 0.1 | $168k | +32% | 1.0k | 165.83 |
|
| Prudential Financial (PRU) | 0.1 | $166k | -4% | 1.5k | 107.90 |
|
| AeroVironment (AVAV) | 0.1 | $165k | 1.0k | 165.07 |
|
|
| Janus Henderson Group Ord Shs | 0.1 | $165k | -3% | 3.2k | 51.95 |
|
| Linde SHS (LIN) | 0.1 | $164k | +2330% | 316.00 | 519.55 |
|
| Caterpillar (CAT) | 0.1 | $163k | +1812% | 153.00 | 1064.90 |
|
| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $162k | 2.0k | 80.76 |
|
|
| Western Digital (WDC) | 0.1 | $160k | -55% | 251.00 | 638.76 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $158k | 1.1k | 146.56 |
|
|
| Intuit (INTU) | 0.1 | $156k | +3% | 599.00 | 260.99 |
|
| Nextera Energy (NEE) | 0.1 | $156k | 1.8k | 87.78 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $156k | -9% | 4.2k | 37.12 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $155k | 4.9k | 31.71 |
|
|
| Ryder System (R) | 0.1 | $154k | 585.00 | 263.77 |
|
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $150k | 11k | 13.28 |
|
|
| Cardinal Health (CAH) | 0.1 | $150k | -34% | 632.00 | 237.54 |
|
| Oracle Corporation (ORCL) | 0.1 | $150k | +39% | 1.0k | 146.55 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $148k | -39% | 496.00 | 298.75 |
|
| International Seaways (INSW) | 0.1 | $147k | 1.9k | 76.61 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $147k | 769.00 | 190.56 |
|
|
| Equinix (EQIX) | 0.1 | $146k | -2% | 140.00 | 1042.39 |
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| Avery Dennison Corporation (AVY) | 0.1 | $144k | NEW | 889.00 | 162.37 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $144k | +403% | 5.2k | 27.41 |
|
| Yum! Brands (YUM) | 0.1 | $139k | 868.00 | 159.86 |
|
|
| Citigroup Com New (C) | 0.1 | $138k | -30% | 989.00 | 139.98 |
|
| Ionq Inc Pipe (IONQ) | 0.1 | $138k | 2.6k | 53.26 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $136k | +13% | 1.1k | 124.43 |
|
| American Tower Reit (AMT) | 0.0 | $135k | 815.00 | 165.44 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $134k | 255.00 | 523.84 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.0 | $133k | 3.6k | 37.02 |
|
|
| Casey's General Stores (CASY) | 0.0 | $133k | 167.00 | 795.47 |
|
|
| Southern Company (SO) | 0.0 | $133k | 1.4k | 95.72 |
|
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $132k | 11k | 12.00 |
|
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $130k | 1.0k | 127.46 |
|
|
| United Rentals (URI) | 0.0 | $129k | 114.00 | 1128.24 |
|
|
| Lowe's Companies (LOW) | 0.0 | $127k | -9% | 576.00 | 220.59 |
|
| Analog Devices (ADI) | 0.0 | $127k | +114% | 319.00 | 397.07 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $126k | +9% | 506.00 | 249.89 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $126k | +33% | 239.00 | 526.44 |
|
| Pfizer (PFE) | 0.0 | $125k | +547% | 5.2k | 24.08 |
|
| Marvell Technology (MRVL) | 0.0 | $125k | +526% | 420.00 | 297.57 |
|
| Xcel Energy (XEL) | 0.0 | $124k | 1.5k | 80.87 |
|
|
| Unum (UNM) | 0.0 | $124k | -2% | 1.4k | 89.42 |
|
| Bunge Global Sa Com Shs (BG) | 0.0 | $123k | 1.2k | 106.75 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $122k | -6% | 903.00 | 134.69 |
|
| Blackrock (BLK) | 0.0 | $121k | +11% | 126.00 | 962.59 |
|
| Paychex (PAYX) | 0.0 | $120k | +501% | 1.2k | 98.37 |
|
| Cadence Design Systems (CDNS) | 0.0 | $119k | -22% | 316.00 | 374.92 |
|
| Gilead Sciences (GILD) | 0.0 | $117k | -3% | 926.00 | 126.37 |
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $117k | 2.5k | 47.47 |
|
|
| Alaska Air (ALK) | 0.0 | $116k | -2% | 2.2k | 52.20 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $115k | +101% | 2.1k | 56.16 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $115k | -6% | 384.00 | 298.41 |
|
| S&p Global (SPGI) | 0.0 | $114k | +6% | 279.00 | 407.64 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $114k | 6.9k | 16.44 |
|
|
| Anthem (ELV) | 0.0 | $113k | -27% | 292.00 | 386.83 |
|
| Alcoa (AA) | 0.0 | $111k | +99% | 2.1k | 52.14 |
|
| Range Resources (RRC) | 0.0 | $111k | 3.0k | 37.20 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $109k | -3% | 1.9k | 58.33 |
|
| Vulcan Materials Company (VMC) | 0.0 | $108k | +2% | 367.00 | 295.08 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $107k | +301% | 1.3k | 80.60 |
|
| Zoetis Cl A (ZTS) | 0.0 | $105k | +123% | 1.5k | 71.86 |
|
| NetApp (NTAP) | 0.0 | $104k | -3% | 674.00 | 154.68 |
|
| Public Service Enterprise (PEG) | 0.0 | $102k | -33% | 1.3k | 81.17 |
|
| Best Buy (BBY) | 0.0 | $102k | -4% | 1.3k | 76.85 |
|
| Exelon Corporation (EXC) | 0.0 | $101k | +3% | 2.2k | 46.62 |
|
| Qualcomm (QCOM) | 0.0 | $101k | 547.00 | 184.72 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $100k | 527.00 | 190.31 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $100k | 1.3k | 74.38 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $100k | -6% | 589.00 | 169.81 |
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $98k | 2.0k | 49.98 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $98k | +11% | 468.00 | 208.94 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $97k | +186% | 707.00 | 136.72 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $96k | +5% | 469.00 | 205.00 |
|
| Harley-Davidson (HOG) | 0.0 | $96k | -6% | 3.9k | 24.46 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $95k | -2% | 558.00 | 170.23 |
|
| UnitedHealth (UNH) | 0.0 | $95k | +43% | 228.00 | 416.22 |
|
| Dell Technologies CL C (DELL) | 0.0 | $92k | 214.00 | 430.52 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $91k | 261.00 | 350.07 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $87k | -3% | 964.00 | 90.46 |
|
| Electronic Arts (EA) | 0.0 | $86k | -37% | 419.00 | 205.25 |
|
| Invesco Exchange Traded Fd T Wilderhil Clan (PBW) | 0.0 | $86k | 2.2k | 39.00 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $85k | +137% | 427.00 | 200.00 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $85k | +14550% | 879.00 | 97.06 |
|
| Synopsys (SNPS) | 0.0 | $85k | -4% | 191.00 | 446.07 |
|
| Progressive Corporation (PGR) | 0.0 | $85k | +58% | 389.00 | 218.50 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $85k | 615.00 | 137.98 |
|
|
| salesforce (CRM) | 0.0 | $84k | -27% | 532.00 | 157.05 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $84k | 1.2k | 71.65 |
|
Past Filings by Westfuller Advisors
SEC 13F filings are viewable for Westfuller Advisors going back to 2024
- Westfuller Advisors 2026 Q2 filed July 29, 2026
- Westfuller Advisors 2026 Q1 filed April 28, 2026
- Westfuller Advisors 2025 Q4 filed Jan. 21, 2026
- 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