Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | HE | HAWAIIAN ELEC INDUSTRIES | Utilities | 6,000.0 | $74K | 0.03% | NEW | — | $12.30 | +7.5% |
| 262 | MS | MORGAN STANLEY | Financial Services | 414.0 | $74K | 0.03% | NEW | — | $177.62 | +18.8% |
| 263 | NCLH | NORWEGIAN CRUISE LINE HLDG L | Consumer Cyclical | 3,287.0 | $73K | 0.03% | NEW | — | $22.32 | -12.7% |
| 264 | NOK | NOKIA CORP | Technology | 11,314.0 | $73K | 0.03% | NEW | — | $6.47 | +56.1% |
| 265 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 3,013.0 | $73K | 0.03% | NEW | — | $24.16 | +84.5% |
| 266 | ANET | ARISTA NETWORKS INC | Technology | 551.0 | $72K | 0.03% | NEW | — | $130.98 | +29.3% |
| 267 | SCHW | SCHWAB CHARLES CORP | Financial Services | 721.0 | $72K | 0.03% | NEW | — | $99.98 | +2.6% |
| 268 | NYT | NEW YORK TIMES CO | Communication Services | 1,031.0 | $72K | 0.03% | NEW | — | $69.45 | +8.4% |
| 269 | VPU | VANGUARD WORLD FD | — | 385.0 | $71K | 0.03% | NEW | — | $184.96 | +5.0% |
| 270 | USMV | ISHARES TR | — | 740.0 | $70K | 0.03% | NEW | — | $94.21 | +2.4% |
| 271 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 338.0 | $68K | 0.03% | NEW | — | $201.01 | -25.8% |
| 272 | PBW | INVESCO EXCHANGE TRADED FD T | — | 2,193.0 | $67K | 0.03% | NEW | — | $30.55 | +8.7% |
| 273 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 1,638.0 | $67K | 0.03% | NEW | — | $40.74 | +6.8% |
| 274 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 1,128.0 | $65K | 0.03% | NEW | — | $57.66 | -2.2% |
| 275 | SJT | SAN JUAN BASIN RTY TR | Energy | 11,430.0 | $64K | 0.03% | NEW | — | $5.62 | -52.0% |
| 276 | FSLR | FIRST SOLAR INC | Energy | 245.0 | $64K | 0.03% | NEW | — | $261.23 | -21.4% |
| 277 | DHS | WISDOMTREE TR | — | 614.0 | $62K | 0.03% | NEW | — | $101.75 | +13.8% |
| 278 | A | AGILENT TECHNOLOGIES INC | Healthcare | 440.0 | $60K | 0.02% | NEW | — | $135.98 | -4.2% |
| 279 | NIO | NIO INC | Consumer Cyclical | 11,680.0 | $60K | 0.02% | NEW | — | $5.10 | -5.7% |
| 280 | XLB | SELECT SECTOR SPDR TR | — | 1,293.0 | $59K | 0.02% | NEW | — | $45.36 | +10.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.4%
Financial Services
22.8%
Communication Services
11.3%
Consumer Cyclical
10.8%
Healthcare
8.4%
Industrials
6.1%
Consumer Defensive
2.8%
Basic Materials
2.0%
Utilities
1.4%
Real Estate
1.1%