Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | PYPL | PAYPAL HLDGS INC | Financial Services | 6,374.0 | $372K | 0.15% | NEW | — | $58.38 | -23.8% |
| 102 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,371.0 | $355K | 0.14% | NEW | — | $258.83 | -15.1% |
| 103 | ZS | ZSCALER INC | Technology | 1,564.0 | $352K | 0.14% | NEW | — | $224.92 | -43.8% |
| 104 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,205.0 | $348K | 0.14% | NEW | — | $288.66 | +6.7% |
| 105 | NFLX | NETFLIX INC | Communication Services | 3,700.0 | $347K | 0.14% | NEW | — | $93.76 | -7.9% |
| 106 | VTEB | VANGUARD MUN BD FDS | — | 6,767.0 | $340K | 0.14% | NEW | — | $50.29 | -0.0% |
| 107 | XLI | SELECT SECTOR SPDR TR | — | 2,188.0 | $339K | 0.14% | NEW | — | $155.10 | +12.1% |
| 108 | ABBV | ABBVIE INC | Healthcare | 1,477.0 | $338K | 0.14% | NEW | — | $228.51 | -4.3% |
| 109 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 591.0 | $335K | 0.14% | NEW | — | $566.36 | -25.2% |
| 110 | — | ISHARES TR | — | 7,631.0 | $334K | 0.14% | NEW | — | $43.76 | — |
| 111 | PFF | ISHARES TR | — | 10,575.0 | $327K | 0.13% | NEW | — | $30.96 | +1.7% |
| 112 | AMAT | APPLIED MATLS INC | Technology | 1,261.0 | $324K | 0.13% | NEW | — | $256.97 | +75.0% |
| 113 | MRK | MERCK & CO INC | Healthcare | 3,007.0 | $320K | 0.13% | NEW | — | $106.35 | +12.7% |
| 114 | — | ANGLOGOLD ASHANTI PLC | — | 3,698.0 | $315K | 0.13% | NEW | — | $85.28 | — |
| 115 | PLD | PROLOGIS INC. | Real Estate | 2,402.0 | $307K | 0.12% | NEW | — | $127.68 | +14.1% |
| 116 | ACN | ACCENTURE PLC IRELAND | Technology | 1,118.0 | $300K | 0.12% | NEW | — | $268.20 | -33.5% |
| 117 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 5,653.0 | $293K | 0.12% | NEW | — | $51.81 | +6.5% |
| 118 | HL | HECLA MNG CO | Basic Materials | 14,685.0 | $282K | 0.11% | NEW | — | $19.19 | -8.3% |
| 119 | DHR | DANAHER CORPORATION | Healthcare | 1,224.0 | $281K | 0.11% | NEW | — | $229.19 | -21.2% |
| 120 | VHT | VANGUARD WORLD FD | — | 962.0 | $277K | 0.11% | NEW | — | $287.86 | -2.1% |
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%