Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | FG | F&G ANNUITIES & LIFE INC | Financial Services | 18 | $459.0 | — | SOLD |
| 42 | NMI | NUVEEN MUN INCOME FD INC | Financial Services | 19 | $202.0 | — | SOLD |
| 43 | MGF | MFS GOVT MKTS INCOME TR | Financial Services | 59 | $172.0 | — | SOLD |
| 44 | BHF | BRIGHTHOUSE FINL INC | Financial Services | 2 | $120.0 | — | SOLD |
| 45 | ENPH | ENPHASE ENERGY INC | Energy | 3 | $113.0 | — | SOLD |
| 46 | THO | THOR INDS INC | Consumer Cyclical | 1 | $68.0 | — | SOLD |
| 47 | OXY | OCCIDENTAL PETE CORP | Energy | 1 | $59.0 | — | SOLD |
| 48 | OGN | ORGANON & CO | Healthcare | 4 | $22.0 | — | SOLD |
| 49 | RCI | ROGERS COMMUNICATIONS INC | Communication Services | 1 | $22.0 | — | SOLD |
| 50 | CHGG | CHEGG INC | Consumer Defensive | 15 | $11.0 | — | SOLD |
| 51 | MUFG | MITSUBISHI UFJ FINANCIAL GRO | Financial Services | — | $7.0 | — | SOLD |
| 52 | ING | ING GROEP N.V. | Financial Services | — | $1.0 | — | 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%