Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | IYW | ISHARES TR | — | 2,329.0 | $465K | 0.19% | NEW | — | $199.66 | +19.8% |
| 82 | CMCSA | COMCAST CORP NEW | Communication Services | 15,339.0 | $458K | 0.18% | NEW | — | $29.89 | -20.4% |
| 83 | CSCO | CISCO SYS INC | Technology | 5,925.0 | $456K | 0.18% | NEW | — | $77.04 | +45.3% |
| 84 | HD | HOME DEPOT INC | Consumer Cyclical | 1,325.0 | $456K | 0.18% | NEW | — | $344.09 | -1.5% |
| 85 | VGIT | VANGUARD SCOTTSDALE FDS | — | 7,450.0 | $446K | 0.18% | NEW | — | $59.93 | -2.1% |
| 86 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 1,440.0 | $439K | 0.18% | NEW | — | $304.78 | +30.7% |
| 87 | HON | HONEYWELL INTL INC | Industrials | 2,212.0 | $432K | 0.17% | NEW | — | $195.08 | +15.3% |
| 88 | VFH | VANGUARD WORLD FD | — | 3,213.0 | $429K | 0.17% | NEW | — | $133.51 | +3.3% |
| 89 | IGV | ISHARES TR | — | 4,030.0 | $426K | 0.17% | NEW | — | $105.69 | -12.2% |
| 90 | VEA | VANGUARD TAX-MANAGED FDS | — | 6,726.0 | $420K | 0.17% | NEW | — | $62.47 | +11.6% |
| 91 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,854.0 | $408K | 0.17% | NEW | — | $219.82 | +8.1% |
| 92 | NXPI | NXP SEMICONDUCTORS N V | Technology | 1,856.0 | $405K | 0.16% | NEW | — | $218.16 | +22.2% |
| 93 | BN | BROOKFIELD CORP | Financial Services | 8,641.0 | $397K | 0.16% | NEW | — | $45.89 | -4.9% |
| 94 | TJX | TJX COS INC NEW | Consumer Cyclical | 2,559.0 | $393K | 0.16% | NEW | — | $153.63 | +0.5% |
| 95 | ECL | ECOLAB INC | Basic Materials | 1,489.0 | $392K | 0.16% | NEW | — | $263.26 | +3.6% |
| 96 | BGRN | ISHARES TR | — | 8,137.0 | $390K | 0.16% | NEW | — | $47.94 | -1.6% |
| 97 | NOW | SERVICENOW INC | Technology | 2,543.0 | $390K | 0.16% | NEW | — | $153.21 | -32.6% |
| 98 | INTU | INTUIT | Technology | 578.0 | $383K | 0.15% | NEW | — | $662.53 | -56.1% |
| 99 | IEF | ISHARES TR | — | 3,959.0 | $381K | 0.15% | NEW | — | $96.17 | -2.4% |
| 100 | EFG | ISHARES TR | — | 3,292.0 | $375K | 0.15% | NEW | — | $113.92 | +5.4% |
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%