Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | FDN | FIRST TR EXCHANGE-TRADED FD | — | 215.0 | $58K | 0.02% | NEW | — | $269.18 | +4.7% |
| 282 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 175.0 | $58K | 0.02% | NEW | — | $329.67 | +14.6% |
| 283 | REET | ISHARES TR | — | 2,297.0 | $57K | 0.02% | NEW | — | $24.95 | +9.6% |
| 284 | PHO | INVESCO EXCHANGE TRADED FD T | — | 812.0 | $57K | 0.02% | NEW | — | $70.38 | -6.3% |
| 285 | — | TOTALENERGIES SE | — | 856.0 | $57K | 0.02% | NEW | — | $66.42 | — |
| 286 | AA | ALCOA CORP | Basic Materials | 1,065.0 | $57K | 0.02% | NEW | — | $53.15 | +44.0% |
| 287 | PGR | PROGRESSIVE CORP | Financial Services | 246.0 | $56K | 0.02% | NEW | — | $227.65 | -15.4% |
| 288 | DE | DEERE & CO | Industrials | 118.0 | $55K | 0.02% | NEW | — | $467.56 | +16.1% |
| 289 | VIV | TELEFONICA BRASIL SA | Communication Services | 4,580.0 | $55K | 0.02% | NEW | — | $11.95 | +10.2% |
| 290 | — | VIRTUS EQUITY & CONV INCM FD | — | 2,149.0 | $55K | 0.02% | NEW | — | $25.44 | — |
| 291 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 1,984.0 | $54K | 0.02% | NEW | — | $27.10 | -12.5% |
| 292 | DOLE | DOLE PLC | Consumer Defensive | 3,560.0 | $54K | 0.02% | NEW | — | $15.08 | -5.0% |
| 293 | KSS | KOHLS CORP | Consumer Cyclical | 2,612.0 | $53K | 0.02% | NEW | — | $20.41 | -28.3% |
| 294 | FLR | FLUOR CORP NEW | Industrials | 1,310.0 | $52K | 0.02% | NEW | — | $39.63 | +16.8% |
| 295 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 247.0 | $50K | 0.02% | NEW | — | $203.19 | +63.4% |
| 296 | VUSB | VANGUARD BD INDEX FDS | — | 1,007.0 | $50K | 0.02% | NEW | — | $49.82 | -0.0% |
| 297 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | Financial Services | 1,675.0 | $48K | 0.02% | NEW | — | $28.53 | +11.1% |
| 298 | VCIT | VANGUARD SCOTTSDALE FDS | — | 560.0 | $47K | 0.02% | NEW | — | $83.82 | -1.0% |
| 299 | MCO | MOODYS CORP | Financial Services | 92.0 | $47K | 0.02% | NEW | — | $510.01 | -10.8% |
| 300 | BIP | BROOKFIELD INFRAST PARTNERS | Utilities | 1,343.0 | $47K | 0.02% | NEW | — | $34.74 | +11.8% |
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%