Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IEI | ISHARES TR | — | 2,310.0 | $276K | 0.11% | NEW | — | $119.33 | -1.4% |
| 122 | VGT | VANGUARD WORLD FD | — | 364.0 | $275K | 0.11% | NEW | — | $754.41 | -84.0% |
| 123 | ETN | EATON CORP PLC | Industrials | 845.0 | $269K | 0.11% | NEW | — | $318.46 | +25.4% |
| 124 | SYK | STRYKER CORPORATION | Healthcare | 750.0 | $264K | 0.11% | NEW | — | $352.35 | -12.5% |
| 125 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 131.0 | $263K | 0.11% | NEW | — | $2010.15 | -15.7% |
| 126 | EFA | ISHARES TR | — | 2,740.0 | $263K | 0.11% | NEW | — | $96.04 | +9.3% |
| 127 | VWO | VANGUARD INTL EQUITY INDEX F | — | 4,808.0 | $258K | 0.10% | NEW | — | $53.76 | +11.6% |
| 128 | RTX | RTX CORPORATION | Industrials | 1,406.0 | $258K | 0.10% | NEW | — | $183.37 | -3.9% |
| 129 | BLV | VANGUARD BD INDEX FDS | — | 3,701.0 | $257K | 0.10% | NEW | — | $69.52 | -1.1% |
| 130 | TPC | TUTOR PERINI CORP | Industrials | 3,834.0 | $257K | 0.10% | NEW | — | $67.02 | +6.8% |
| 131 | SPEM | SPDR INDEX SHS FDS | — | 5,417.0 | $254K | 0.10% | NEW | — | $46.81 | +12.0% |
| 132 | ADI | ANALOG DEVICES INC | Technology | 903.0 | $245K | 0.10% | NEW | — | $271.23 | +53.1% |
| 133 | AVAV | AEROVIRONMENT INC | Industrials | 1,000.0 | $242K | 0.10% | NEW | — | $241.89 | -18.1% |
| 134 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 514.0 | $241K | 0.10% | NEW | — | $469.17 | +52.0% |
| 135 | CRM | SALESFORCE INC | Technology | 900.0 | $239K | 0.10% | NEW | — | $265.32 | -28.7% |
| 136 | ABT | ABBOTT LABS | Healthcare | 1,848.0 | $231K | 0.09% | NEW | — | $125.27 | -30.9% |
| 137 | — | FORTINET INC | — | 2,877.0 | $228K | 0.09% | NEW | — | $79.42 | — |
| 138 | SLV | ISHARES SILVER TR | Financial Services | 3,510.0 | $226K | 0.09% | NEW | — | $64.42 | +5.0% |
| 139 | IONQ | IONQ INC | Technology | 5,009.0 | $225K | 0.09% | NEW | — | $44.87 | +51.4% |
| 140 | — | VANGUARD MUN BD FDS | — | 2,226.0 | $224K | 0.09% | NEW | — | $100.84 | — |
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%