Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | OTIS | OTIS WORLDWIDE CORP | Industrials | 47 | $4K | 0.00% | SOLD |
| 22 | ABAT | AMERICAN BATTERY TECHNOLOGY | Basic Materials | 1,178 | $3K | 0.00% | SOLD |
| 23 | MIDD | MIDDLEBY CORP | Industrials | 24 | $3K | 0.00% | SOLD |
| 24 | VAW | VANGUARD WORLD FD | — | 14 | $3K | 0.00% | SOLD |
| 25 | IT | GARTNER INC | Technology | 19 | $3K | 0.00% | SOLD |
| 26 | TFX | TELEFLEX INCORPORATED | Healthcare | 22 | $3K | 0.00% | SOLD |
| 27 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 6 | $2K | 0.00% | SOLD |
| 28 | PGNY | PROGYNY INC | Healthcare | 131 | $2K | 0.00% | SOLD |
| 29 | EBF | ENNIS INC | Industrials | 98 | $2K | 0.00% | SOLD |
| 30 | VOD | VODAFONE GROUP PLC | Communication Services | 135 | $2K | 0.00% | SOLD |
| 31 | BMO | BANK MONTREAL MEDIUM | Financial Services | 14 | $2K | 0.00% | SOLD |
| 32 | MOH | MOLINA HEALTHCARE INC | Healthcare | 13 | $2K | 0.00% | SOLD |
| 33 | SMG | SCOTTS MIRACLE-GRO CO | Basic Materials | 26 | $2K | 0.00% | SOLD |
| 34 | RVTY | REVVITY INC | Healthcare | 16 | $1K | 0.00% | SOLD |
| 35 | DT | DYNATRACE INC | Technology | 33 | $1K | 0.00% | SOLD |
| 36 | GAP | GAP INC | Consumer Cyclical | 39 | $934.0 | — | SOLD |
| 37 | FXI | ISHARES TR | — | 25 | $907.0 | — | SOLD |
| 38 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 5 | $766.0 | — | SOLD |
| 39 | BIO | BIO RAD LABS INC | Healthcare | 2 | $558.0 | — | SOLD |
| 40 | VFC | V F CORP | Consumer Cyclical | 28 | $475.0 | — | 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%