Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | — | 239,063 | $24.1M | 10.39% | SOLD |
| 2 | VBIL | VANGUARD INSTL INDEX FD | — | 18,063 | $1.4M | 0.59% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 2,536 | $573K | 0.25% | SOLD |
| 4 | VBK | VANGUARD INDEX FDS | — | 577 | $174K | 0.07% | SOLD |
| 5 | HUBS | HUBSPOT INC | Technology | 347 | $85K | 0.04% | SOLD |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 476 | $70K | 0.03% | SOLD |
| 7 | NXT | NEXTPOWER INC | Technology | 550 | $66K | 0.03% | SOLD |
| 8 | DD | DUPONT DE NEMOURS INC | Basic Materials | 825 | $38K | 0.02% | SOLD |
| 9 | VCR | VANGUARD WORLD FD | — | 65 | $23K | 0.01% | SOLD |
| 10 | VIS | VANGUARD WORLD FD | — | 66 | $21K | 0.01% | SOLD |
| 11 | APP | APPLOVIN CORP | Technology | 37 | $15K | 0.01% | SOLD |
| 12 | ICLN | ISHARES TR | — | 797 | $15K | 0.01% | SOLD |
| 13 | VDE | VANGUARD WORLD FD | — | 47 | $8K | 0.00% | SOLD |
| 14 | AZO | AUTOZONE INC | Consumer Cyclical | 2 | $7K | 0.00% | SOLD |
| 15 | NVR | NVR INC | Consumer Cyclical | 1 | $7K | 0.00% | SOLD |
| 16 | PSX | PHILLIPS 66 | Energy | 35 | $6K | 0.00% | SOLD |
| 17 | GDDY | GODADDY INC | Technology | 63 | $5K | 0.00% | SOLD |
| 18 | FISV | FISERV INC | Technology | 92 | $5K | 0.00% | SOLD |
| 19 | CACI | CACI INTL INC | Technology | 9 | $5K | 0.00% | SOLD |
| 20 | PTC | PTC INC | Technology | 29 | $4K | 0.00% | SOLD |
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%