Westfuller Advisors
Latest statistics and disclosures from Westfuller Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SGOV, GOVT, VOO, NVDA, AAPL, and represent 24.23% of Westfuller Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOVT, AGG, IBM, ERET, IAUM, VEU, ED, IVV, VXF, SPEM.
- Started 35 new stock positions in SERV, KD, QSR, VISN, HUM, VGSR, WULF, VSNT, RVTY, BFLY.
- Reduced shares in these 10 stocks: ESGV, VBIL, EAGG, VSGX, SGOV, SHV, NYF, GOOG, QQQ, IEF.
- Sold out of its positions in AQST, AstraZeneca, AI, CBNK, CIFR, CPRT, EXPD, FIVE, DNA, GWRE.
- Westfuller Advisors was a net seller of stock by $-9.2M.
- Westfuller Advisors has $232M in assets under management (AUM), dropping by -6.30%.
- Central Index Key (CIK): 0002024115
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Portfolio Holdings for Westfuller Advisors
Westfuller Advisors holds 756 positions in its portfolio as reported in the March 2026 quarterly 13F filing
Westfuller Advisors has 756 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Westfuller Advisors March 31, 2026 positions
- Download the Westfuller Advisors March 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 10.4 | $24M | -4% | 239k | 100.66 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 3.7 | $8.6M | +36% | 377k | 22.91 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $8.4M | 14k | 597.56 |
|
|
| NVIDIA Corporation (NVDA) | 3.3 | $7.6M | +4% | 44k | 174.41 |
|
| Apple (AAPL) | 3.2 | $7.4M | -4% | 29k | 253.79 |
|
| Nushares Etf Tr Nuveen Esg Us (NUBD) | 3.0 | $7.0M | 317k | 22.21 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 2.5 | $5.9M | +5% | 65k | 90.53 |
|
| Amazon (AMZN) | 2.5 | $5.8M | -5% | 28k | 208.27 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 2.1 | $5.0M | +36% | 50k | 99.27 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 2.0 | $4.6M | -22% | 65k | 71.73 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.8 | $4.1M | -7% | 9.5k | 430.29 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.7 | $3.9M | +5% | 69k | 56.86 |
|
| Tidal Trust Iii Impact Shares Wo (WOMN) | 1.5 | $3.4M | 87k | 39.58 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $3.3M | +18% | 5.0k | 653.22 |
|
| Ea Series Trust Stance Sustainab (CHGX) | 1.3 | $3.0M | +2% | 112k | 26.82 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $2.9M | 10k | 287.55 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 1.3 | $2.9M | -46% | 26k | 112.27 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $2.9M | 6.1k | 479.20 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.2 | $2.8M | -3% | 36k | 77.18 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $2.8M | -15% | 4.8k | 577.13 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.2 | $2.8M | -10% | 35k | 78.41 |
|
| Tidal Trust I Adasina Social (JSTC) | 1.2 | $2.7M | +3% | 139k | 19.49 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $2.7M | -16% | 9.3k | 286.85 |
|
| Ishares Tr Esg Eafe Etf (DMXF) | 1.1 | $2.4M | 32k | 75.45 |
|
|
| Broadcom (AVGO) | 1.0 | $2.4M | 7.6k | 309.52 |
|
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 1.0 | $2.3M | -39% | 49k | 47.55 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.3M | +12% | 7.7k | 294.15 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $2.3M | -4% | 32k | 70.18 |
|
| Microsoft Corporation (MSFT) | 1.0 | $2.2M | -9% | 6.1k | 370.17 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.9 | $2.0M | +2% | 26k | 77.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $2.0M | 6.3k | 320.80 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.9 | $2.0M | -22% | 38k | 53.12 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $2.0M | -5% | 2.2k | 919.66 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $2.0M | +10% | 3.0k | 652.05 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.8M | 7.4k | 244.44 |
|
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.7 | $1.7M | -6% | 21k | 83.77 |
|
| Goldman Sachs (GS) | 0.7 | $1.7M | 2.0k | 845.85 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.7M | +3% | 11k | 148.10 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.7 | $1.7M | 37k | 45.06 |
|
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.7 | $1.6M | +61% | 35k | 46.70 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.7 | $1.6M | -10% | 34k | 46.95 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.7 | $1.5M | -3% | 15k | 103.37 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.5M | +5% | 6.8k | 213.91 |
|
| Ishares Tr Envir Awr Rl Est (ERET) | 0.6 | $1.5M | +116% | 54k | 27.13 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.6 | $1.4M | +62% | 19k | 75.10 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.6 | $1.4M | 23k | 61.32 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.6 | $1.4M | -57% | 18k | 75.65 |
|
| Tidal Trust Iii Naacp Mino Etf (NACP) | 0.5 | $1.3M | 26k | 48.36 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.5 | $1.2M | +51% | 6.1k | 205.81 |
|
| Union Pacific Corporation (UNP) | 0.5 | $1.2M | -13% | 5.0k | 242.63 |
|
| Nushares Etf Tr Nuveen Esg Emrgn (NUEM) | 0.5 | $1.2M | 32k | 36.74 |
|
|
| International Business Machines (IBM) | 0.5 | $1.1M | +534% | 4.7k | 242.38 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $1.1M | +8% | 23k | 48.05 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.0M | -8% | 1.0k | 996.34 |
|
| Starbucks Corporation (SBUX) | 0.4 | $1.0M | -5% | 11k | 89.59 |
|
| Meta Platforms Cl A (META) | 0.4 | $996k | 1.7k | 572.18 |
|
|
| Pepsi (PEP) | 0.4 | $958k | 6.2k | 155.28 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.4 | $946k | +10% | 28k | 33.54 |
|
| American Express Company (AXP) | 0.4 | $940k | 3.1k | 302.45 |
|
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.4 | $932k | +28% | 37k | 25.07 |
|
| Walt Disney Company (DIS) | 0.4 | $895k | 9.3k | 96.38 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $850k | +8% | 9.6k | 88.70 |
|
| Palo Alto Networks (PANW) | 0.3 | $793k | 4.9k | 160.32 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $748k | 3.0k | 247.99 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $703k | +15% | 7.0k | 100.17 |
|
| Bank of New York Mellon Corporation (BK) | 0.3 | $686k | 5.8k | 118.63 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $660k | 1.3k | 492.10 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $638k | 7.0k | 90.94 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $620k | 1.5k | 426.44 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.3 | $597k | +134% | 13k | 46.91 |
|
| Morgan Stanley Etf Trust Calvert Us Larcp (CVLC) | 0.3 | $597k | 7.5k | 80.06 |
|
|
| Warner Music Group Corp Com Cl A (WMG) | 0.3 | $587k | 23k | 25.54 |
|
|
| Honeywell International (HON) | 0.2 | $573k | +14% | 2.5k | 226.02 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $558k | 6.4k | 86.69 |
|
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.2 | $557k | 6.5k | 86.41 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $545k | -2% | 1.1k | 499.77 |
|
| Consolidated Edison (ED) | 0.2 | $535k | +1611% | 4.7k | 113.19 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $522k | -25% | 5.7k | 91.64 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $503k | +16% | 7.8k | 64.08 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $488k | 1.4k | 338.85 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $466k | 5.6k | 82.58 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $451k | -3% | 1.0k | 436.74 |
|
| Visa Com Cl A (V) | 0.2 | $451k | -43% | 1.5k | 302.33 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $451k | 7.6k | 59.55 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.2 | $448k | -33% | 4.1k | 110.36 |
|
| Home Depot (HD) | 0.2 | $447k | +2% | 1.4k | 328.80 |
|
| Cisco Systems (CSCO) | 0.2 | $447k | -2% | 5.8k | 77.59 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $436k | 15k | 28.71 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $423k | 2.3k | 181.40 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $412k | +54% | 4.2k | 97.13 |
|
| Merck & Co (MRK) | 0.2 | $371k | 3.1k | 121.12 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $367k | -7% | 1.7k | 215.07 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $367k | 3.3k | 111.37 |
|
|
| Applied Materials (AMAT) | 0.2 | $365k | -15% | 1.1k | 341.94 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $359k | -2% | 1.8k | 197.89 |
|
| Vanguard World Financials Etf (VFH) | 0.2 | $355k | -8% | 2.9k | 120.83 |
|
| Anglogold Ashanti Com Shs (AU) | 0.2 | $354k | 3.6k | 97.36 |
|
|
| Norfolk Southern (NSC) | 0.2 | $352k | 1.2k | 287.08 |
|
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $350k | 8.6k | 40.47 |
|
|
| Chubb (CB) | 0.1 | $347k | -29% | 1.1k | 327.01 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $340k | 6.8k | 49.89 |
|
|
| Netflix (NFLX) | 0.1 | $333k | -6% | 3.5k | 96.15 |
|
| Prologis (PLD) | 0.1 | $318k | 2.4k | 132.48 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $309k | -3% | 10k | 30.32 |
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $309k | 5.7k | 54.63 |
|
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| Eaton Corp SHS (ETN) | 0.1 | $302k | 843.00 | 357.82 |
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| Tutor Perini Corporation (TPC) | 0.1 | $296k | 3.8k | 77.19 |
|
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| Paypal Holdings (PYPL) | 0.1 | $289k | 6.4k | 45.23 |
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| At&t (T) | 0.1 | $274k | +1253% | 9.5k | 28.99 |
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| Hecla Mining Company (HL) | 0.1 | $274k | 15k | 18.63 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $271k | 587.00 | 460.99 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $269k | +3% | 5.0k | 54.05 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $266k | -2% | 1.4k | 192.87 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $266k | -24% | 1.6k | 161.74 |
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| Stryker Corporation (SYK) | 0.1 | $263k | +6% | 799.00 | 329.51 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $259k | -19% | 3.2k | 80.04 |
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| Ishares Tr Cur Hd Eurzn Etf (HEZU) | 0.1 | $258k | -22% | 5.9k | 43.70 |
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| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $255k | 3.7k | 68.79 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $251k | 360.00 | 698.04 |
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| Intuit (INTU) | 0.1 | $251k | 581.00 | 432.06 |
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| Newmont Mining Corporation (NEM) | 0.1 | $239k | 2.2k | 108.25 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $239k | 3.5k | 68.14 |
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| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $224k | 2.2k | 99.92 |
|
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| Vanguard World Health Car Etf (VHT) | 0.1 | $222k | -15% | 814.00 | 272.21 |
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| Welltower Inc Com reit (WELL) | 0.1 | $212k | 1.1k | 197.70 |
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| Ecolab (ECL) | 0.1 | $208k | -47% | 781.00 | 266.81 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $208k | 3.5k | 59.19 |
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| Cardinal Health (CAH) | 0.1 | $203k | +25% | 960.00 | 211.30 |
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| W.W. Grainger (GWW) | 0.1 | $194k | +2% | 177.00 | 1092.98 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $191k | -13% | 965.00 | 198.20 |
|
| Trane Technologies SHS (TT) | 0.1 | $186k | +5% | 447.00 | 416.69 |
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| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.1 | $185k | 4.7k | 39.83 |
|
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| Micron Technology (MU) | 0.1 | $184k | -15% | 544.00 | 338.26 |
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| AeroVironment (AVAV) | 0.1 | $183k | 1.0k | 183.05 |
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| Servicenow (NOW) | 0.1 | $183k | -31% | 1.7k | 104.53 |
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| TJX Companies (TJX) | 0.1 | $183k | -55% | 1.1k | 159.69 |
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| Intel Corporation (INTC) | 0.1 | $181k | -18% | 4.1k | 44.13 |
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| Cummins (CMI) | 0.1 | $181k | +3% | 336.00 | 537.54 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $180k | -2% | 8.3k | 21.66 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $178k | +5% | 1.6k | 109.00 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 0.1 | $177k | 1.1k | 163.62 |
|
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| NiSource (NI) | 0.1 | $176k | 3.8k | 46.66 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $174k | 577.00 | 302.25 |
|
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| Janus Henderson Group Ord Shs (JHG) | 0.1 | $169k | 3.3k | 51.37 |
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| Nextera Energy (NEE) | 0.1 | $164k | 1.8k | 92.90 |
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| Citigroup Com New (C) | 0.1 | $160k | 1.4k | 113.42 |
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| Chevron Corporation (CVX) | 0.1 | $159k | +40% | 768.00 | 206.80 |
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| Prudential Financial (PRU) | 0.1 | $157k | 1.6k | 97.66 |
|
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| Coca-Cola Company (KO) | 0.1 | $154k | +2% | 2.0k | 76.58 |
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| Verizon Communications (VZ) | 0.1 | $154k | +86% | 3.1k | 50.21 |
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| Public Service Enterprise (PEG) | 0.1 | $153k | +7% | 1.9k | 80.96 |
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| Western Digital (WDC) | 0.1 | $153k | +125% | 566.00 | 270.47 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $152k | 1.9k | 80.55 |
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| Lowe's Companies (LOW) | 0.1 | $150k | 636.00 | 236.46 |
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| Grupo Cibest Sa Spon Ads (CIB) | 0.1 | $149k | 2.0k | 74.03 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $149k | 4.8k | 30.68 |
|
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| Bunge Global Sa Com Shs (BG) | 0.1 | $147k | 1.2k | 127.23 |
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| Tesla Motors (TSLA) | 0.1 | $146k | 393.00 | 372.15 |
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| Automatic Data Processing (ADP) | 0.1 | $143k | -49% | 699.00 | 204.92 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $143k | 6.9k | 20.75 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $142k | 1.0k | 135.66 |
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| American Tower Reit (AMT) | 0.1 | $141k | -3% | 819.00 | 172.63 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $141k | 1.1k | 131.38 |
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| Equinix (EQIX) | 0.1 | $141k | +323% | 144.00 | 980.24 |
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| Fortinet (FTNT) | 0.1 | $141k | -40% | 1.7k | 81.71 |
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| International Seaways (INSW) | 0.1 | $140k | 1.9k | 72.90 |
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| Ge Vernova (GEV) | 0.1 | $137k | +201% | 157.00 | 873.74 |
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| salesforce (CRM) | 0.1 | $136k | -19% | 729.00 | 186.56 |
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| Electronic Arts (EA) | 0.1 | $136k | +2% | 666.00 | 204.00 |
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| Yum! Brands (YUM) | 0.1 | $135k | 868.00 | 155.48 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $135k | 2.4k | 56.79 |
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| Range Resources (RRC) | 0.1 | $134k | 3.0k | 45.19 |
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| Gilead Sciences (GILD) | 0.1 | $134k | -33% | 963.00 | 139.34 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.1 | $134k | NEW | 2.0k | 66.08 |
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| Southern Company (SO) | 0.1 | $133k | 1.4k | 96.53 |
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| Cbre Group Cl A (CBRE) | 0.1 | $130k | -5% | 963.00 | 135.46 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $130k | +50% | 3.5k | 36.84 |
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| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.1 | $126k | 11k | 11.44 |
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| Abbott Laboratories (ABT) | 0.1 | $125k | -34% | 1.2k | 102.68 |
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| Xcel Energy (XEL) | 0.1 | $125k | 1.6k | 79.99 |
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| Ryder System (R) | 0.1 | $122k | +3% | 595.00 | 204.71 |
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| Casey's General Stores (CASY) | 0.1 | $122k | +6% | 167.00 | 728.49 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $119k | 1.0k | 117.61 |
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| Abbvie (ABBV) | 0.1 | $118k | -63% | 543.00 | 217.64 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $118k | 254.00 | 464.65 |
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| Anthem (ELV) | 0.1 | $117k | -7% | 401.00 | 292.81 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.1 | $116k | -69% | 2.4k | 47.47 |
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| Corning Incorporated (GLW) | 0.0 | $115k | -7% | 843.00 | 135.96 |
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| Cadence Design Systems (CDNS) | 0.0 | $113k | +8% | 408.00 | 277.64 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $113k | +23% | 1.9k | 58.15 |
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| S&p Global (SPGI) | 0.0 | $111k | -33% | 261.00 | 425.76 |
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| Blackrock (BLK) | 0.0 | $109k | -35% | 113.00 | 963.30 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $108k | -35% | 1.0k | 106.01 |
|
| Oracle Corporation (ORCL) | 0.0 | $108k | -5% | 732.00 | 147.10 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $108k | 443.00 | 243.05 |
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.0 | $107k | -26% | 1.7k | 61.66 |
|
| Unum (UNM) | 0.0 | $103k | +2% | 1.4k | 73.05 |
|
| Exelon Corporation (EXC) | 0.0 | $103k | +12% | 2.1k | 49.02 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $102k | 769.00 | 132.90 |
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| Zscaler Incorporated (ZS) | 0.0 | $101k | -54% | 719.00 | 140.29 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $101k | -28% | 179.00 | 561.89 |
|
| Danaher Corporation (DHR) | 0.0 | $100k | -56% | 528.00 | 190.12 |
|
| Booking Holdings (BKNG) | 0.0 | $97k | -25% | 23.00 | 4233.74 |
|
| Vulcan Materials Company (VMC) | 0.0 | $97k | +2% | 357.00 | 272.07 |
|
| Advanced Micro Devices (AMD) | 0.0 | $96k | -27% | 474.00 | 203.43 |
|
| Autodesk (ADSK) | 0.0 | $96k | +11% | 402.00 | 239.40 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $95k | -52% | 242.00 | 391.14 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $95k | 329.00 | 287.45 |
|
|
| Black Hills Corporation (BKH) | 0.0 | $93k | 1.3k | 69.39 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $92k | -44% | 677.00 | 135.49 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $92k | -4% | 464.00 | 197.42 |
|
| Amgen (AMGN) | 0.0 | $91k | -9% | 260.00 | 351.21 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $91k | 11k | 8.04 |
|
|
| Best Buy (BBY) | 0.0 | $91k | +3% | 1.4k | 65.16 |
|
| Pentair SHS (PNR) | 0.0 | $90k | 1.0k | 87.10 |
|
|
| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $89k | 2.0k | 45.49 |
|
|
| Hawaiian Electric Industries (HE) | 0.0 | $89k | 6.0k | 14.84 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $89k | 527.00 | 168.95 |
|
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $87k | 1.0k | 83.73 |
|
|
| Xylem (XYL) | 0.0 | $86k | -3% | 722.00 | 119.58 |
|
| Hubspot (HUBS) | 0.0 | $85k | +57% | 347.00 | 244.10 |
|
| Harley-Davidson (HOG) | 0.0 | $84k | +3% | 4.2k | 20.22 |
|
| Alaska Air (ALK) | 0.0 | $83k | -6% | 2.3k | 36.78 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $83k | 572.00 | 144.91 |
|
|
| United Rentals (URI) | 0.0 | $83k | 114.00 | 725.49 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $83k | +3% | 130.00 | 635.34 |
|
| Uber Technologies (UBER) | 0.0 | $80k | -7% | 1.1k | 71.93 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $80k | -7% | 412.00 | 194.27 |
|
| Edwards Lifesciences (EW) | 0.0 | $80k | +6% | 996.00 | 80.08 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.0 | $80k | -10% | 355.00 | 224.53 |
|
| Synopsys (SNPS) | 0.0 | $80k | -33% | 201.00 | 396.48 |
|
| Procter & Gamble Company (PG) | 0.0 | $78k | 543.00 | 144.39 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $78k | 856.00 | 90.98 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $78k | +14% | 632.00 | 122.73 |
|
| Zoetis Cl A (ZTS) | 0.0 | $78k | +7% | 656.00 | 118.18 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $77k | -58% | 708.00 | 108.98 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $77k | +2% | 4.3k | 18.02 |
|
| Northwestern Energy Group In Com New (NWE) | 0.0 | $77k | 1.2k | 65.96 |
|
|
| Nike CL B (NKE) | 0.0 | $75k | +3% | 1.4k | 53.21 |
|
| Telefonica Brasil Sa Sponsored Ads (VIV) | 0.0 | $75k | 4.6k | 16.29 |
|
|
| Ionq Inc Pipe (IONQ) | 0.0 | $75k | -48% | 2.6k | 28.83 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $75k | +2% | 6.5k | 11.43 |
|
| Keysight Technologies (KEYS) | 0.0 | $74k | +5% | 261.00 | 282.37 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $74k | -3% | 371.00 | 198.15 |
|
| Astera Labs (ALAB) | 0.0 | $73k | NEW | 667.00 | 109.60 |
|
| NetApp (NTAP) | 0.0 | $72k | 698.00 | 102.46 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $71k | 160.00 | 445.43 |
|
|
| Alcoa (AA) | 0.0 | $71k | 1.1k | 66.34 |
|
|
| Nio Spon Ads (NIO) | 0.0 | $70k | 12k | 6.03 |
|
|
| Qualcomm (QCOM) | 0.0 | $70k | -27% | 545.00 | 128.73 |
|
Past Filings by Westfuller Advisors
SEC 13F filings are viewable for Westfuller Advisors going back to 2024
- 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