Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PLD | PROLOGIS INC. | Real Estate | 2,432.0 | $330K | 0.12% | +30.0 | +1.2% | $135.49 | +1.4% |
| 62 | AMGN | AMGEN INC | Healthcare | 861.0 | $312K | 0.11% | +601.0 | +231.2% | $362.22 | +20.7% |
| 63 | SNDK | SANDISK CORP | Technology | 131.0 | $298K | 0.11% | +1.0 | +0.8% | $2273.73 | -23.5% |
| 64 | PCAR | PACCAR INC | Industrials | 2,441.0 | $293K | 0.11% | +2K | +3714.1% | $120.10 | +3.8% |
| 65 | — | FORTINET INC | — | 1,841.0 | $283K | 0.10% | +121.0 | +7.0% | $153.60 | — |
| 66 | BLV | VANGUARD BD INDEX FDS | — | 3,870.0 | $267K | 0.10% | +169.0 | +4.6% | $68.93 | -4.5% |
| 67 | RTX | RTX CORPORATION | Industrials | 1,402.0 | $266K | 0.10% | +25.0 | +1.8% | $189.67 | +5.9% |
| 68 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,242.0 | $264K | 0.10% | +3K | +104.0% | $42.34 | +18.4% |
| 69 | ETHO | AMPLIFY ETF TR | — | 3,264.0 | $263K | 0.10% | +1K | +61.0% | $80.61 | +0.5% |
| 70 | SYK | STRYKER CORPORATION | Healthcare | 826.0 | $261K | 0.10% | +27.0 | +3.4% | $315.77 | -4.0% |
| 71 | ABT | ABBOTT LABORATORIES | Healthcare | 2,833.0 | $257K | 0.09% | +2K | +132.4% | $90.74 | +19.4% |
| 72 | USRT | ISHARES TR | — | 3,538.0 | $235K | 0.09% | +20.0 | +0.6% | $66.46 | -1.7% |
| 73 | DE | DEERE & CO | Industrials | 360.0 | $229K | 0.08% | +250.0 | +227.3% | $635.51 | +9.1% |
| 74 | — | VANGUARD MUN BD FDS | — | 2,255.0 | $228K | 0.08% | +17.0 | +0.8% | $100.96 | — |
| 75 | AYI | ACUITY INC | Industrials | 538.0 | $203K | 0.07% | +321.0 | +147.9% | $376.72 | -11.3% |
| 76 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 260.0 | $199K | 0.07% | +18.0 | +7.4% | $191.12 | +11.5% |
| 77 | VGT | VANGUARD WORLD FD | — | 1,638.0 | $196K | 0.07% | +1K | +355.0% | $119.51 | +1.5% |
| 78 | XYL | XYLEM INC | Industrials | 1,623.0 | $192K | 0.07% | +901.0 | +124.8% | $118.25 | -10.6% |
| 79 | EEM | ISHARES TR | — | 2,727.0 | $187K | 0.07% | +352.0 | +14.8% | $68.41 | +0.4% |
| 80 | TJX | TJX COS INC NEW | Consumer Cyclical | 1,187.0 | $180K | 0.07% | +44.0 | +3.9% | $151.47 | -12.8% |
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
34.4%
Financial Services
28.1%
Consumer Cyclical
8.4%
Healthcare
7.9%
Communication Services
7.2%
Industrials
6.2%
Consumer Defensive
3.0%
Utilities
1.7%
Basic Materials
1.4%
Real Estate
0.9%