Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SHV | ISHARES TR | — | 8,755 | $964K | 0.39% | SOLD |
| 2 | IEF | ISHARES TR | — | 3,959 | $381K | 0.15% | SOLD |
| 3 | IEI | ISHARES TR | — | 2,310 | $276K | 0.11% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 2,084 | $192K | 0.08% | SOLD |
| 5 | — | UNILEVER PLC | — | 2,187 | $143K | 0.06% | SOLD |
| 6 | HDB | HDFC BANK LTD | Financial Services | 3,560 | $130K | 0.05% | SOLD |
| 7 | EXPD | EXPEDITORS INTL WASH INC | Industrials | 775 | $115K | 0.05% | SOLD |
| 8 | FIVE | FIVE BELOW INC | Consumer Cyclical | 572 | $108K | 0.04% | SOLD |
| 9 | IYC | ISHARES TR | — | 992 | $102K | 0.04% | SOLD |
| 10 | TRU | TRANSUNION | Industrials | 1,175 | $101K | 0.04% | SOLD |
| 11 | KR | KROGER CO | Consumer Defensive | 1,552 | $97K | 0.04% | SOLD |
| 12 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 338 | $68K | 0.03% | SOLD |
| 13 | DHS | WISDOMTREE TR | — | 614 | $62K | 0.03% | SOLD |
| 14 | XLB | SELECT SECTOR SPDR TR | — | 1,293 | $59K | 0.02% | SOLD |
| 15 | KSS | KOHLS CORP | Consumer Cyclical | 2,612 | $53K | 0.02% | SOLD |
| 16 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | Financial Services | 1,675 | $48K | 0.02% | SOLD |
| 17 | IYE | ISHARES TR | — | 596 | $28K | 0.01% | SOLD |
| 18 | VOYA | VOYA FINANCIAL INC | Financial Services | 316 | $24K | 0.01% | SOLD |
| 19 | HPQ | HP INC | Technology | 1,032 | $23K | 0.01% | SOLD |
| 20 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 149 | $21K | 0.01% | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
23.2%
Communication Services
11.1%
Consumer Cyclical
10.0%
Healthcare
7.9%
Industrials
6.1%
Consumer Defensive
3.0%
Utilities
2.4%
Basic Materials
1.9%
Real Estate
1.2%