Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VYM | VANGUARD WHITEHALL FDS | — | 10,843.0 | $1.6M | 0.63% | NEW | — | $143.53 | +10.3% |
| 42 | JNJ | JOHNSON & JOHNSON | Healthcare | 7,443.0 | $1.5M | 0.62% | NEW | — | $206.94 | +11.5% |
| 43 | — | J P MORGAN EXCHANGE TRADED F | — | 22,841.0 | $1.4M | 0.58% | NEW | — | $63.18 | — |
| 44 | UNP | UNION PAC CORP | Industrials | 5,801.0 | $1.3M | 0.54% | NEW | — | $231.31 | +20.8% |
| 45 | NACP | TIDAL TRUST III | — | 26,150.0 | $1.3M | 0.52% | NEW | — | $49.27 | +20.5% |
| 46 | META | META PLATFORMS INC | Communication Services | 1,736.0 | $1.1M | 0.46% | NEW | — | $659.95 | -3.7% |
| 47 | AXP | AMERICAN EXPRESS CO | Financial Services | 3,094.0 | $1.1M | 0.46% | NEW | — | $369.95 | -14.8% |
| 48 | NUEM | NUSHARES ETF TR | — | 31,589.0 | $1.1M | 0.46% | NEW | — | $35.58 | +19.0% |
| 49 | LRCX | LAM RESEARCH CORP | Technology | 6,475.0 | $1.1M | 0.45% | NEW | — | $171.54 | +85.4% |
| 50 | DIS | DISNEY WALT CO | Communication Services | 9,405.0 | $1.1M | 0.44% | NEW | — | $114.52 | -9.4% |
| 51 | BNDX | VANGUARD CHARLOTTE FDS | — | 20,833.0 | $1.0M | 0.41% | NEW | — | $48.32 | -0.1% |
| 52 | SBUX | STARBUCKS CORP | Consumer Cyclical | 11,829.0 | $996K | 0.40% | NEW | — | $84.21 | +19.6% |
| 53 | SHV | ISHARES TR | — | 8,755.0 | $964K | 0.39% | NEW | — | $110.15 | +0.2% |
| 54 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1,115.0 | $962K | 0.39% | NEW | — | $862.61 | +15.4% |
| 55 | IAUM | ISHARES GOLD TR | Financial Services | 21,771.0 | $936K | 0.38% | NEW | — | $42.99 | +4.2% |
| 56 | V | VISA INC | Financial Services | 2,664.0 | $934K | 0.38% | NEW | — | $350.73 | -6.6% |
| 57 | PANW | PALO ALTO NETWORKS INC | Technology | 5,000.0 | $921K | 0.37% | NEW | — | $184.20 | +39.9% |
| 58 | PEP | PEPSICO INC | Consumer Defensive | 6,211.0 | $900K | 0.36% | NEW | — | $144.96 | +0.9% |
| 59 | VEU | VANGUARD INTL EQUITY INDEX F | — | 11,827.0 | $870K | 0.35% | NEW | — | $73.56 | +14.1% |
| 60 | SPIB | SPDR SERIES TRUST | — | 25,603.0 | $866K | 0.35% | NEW | — | $33.81 | -0.9% |
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
22.9%
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%