Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VPU | VANGUARD WORLD FD | — | 334.0 | $65K | 0.02% | -37.0 | -10.0% | $195.60 | -4.7% |
| 82 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 1,214.0 | $64K | 0.02% | -677.0 | -35.8% | $52.64 | +20.7% |
| 83 | DNOW | DNOW INC | Energy | 4,728.0 | $61K | 0.02% | -236.0 | -4.8% | $12.97 | +24.3% |
| 84 | VDC | VANGUARD WORLD FD | — | 272.0 | $61K | 0.02% | -83.0 | -23.4% | $225.09 | +1.4% |
| 85 | SCHW | SCHWAB CHARLES CORP | Financial Services | 605.0 | $56K | 0.02% | -37.0 | -5.8% | $92.27 | +18.4% |
| 86 | TSLA | TESLA INC | Consumer Cyclical | 132.0 | $56K | 0.02% | -261.0 | -66.4% | $421.95 | -16.1% |
| 87 | SHY | ISHARES TR | — | 634.0 | $52K | 0.02% | -5K | -88.8% | $82.16 | -0.6% |
| 88 | PNC | PNC FINL SVCS GROUP INC | Financial Services | 207.0 | $51K | 0.02% | -4.0 | -1.9% | $245.99 | -0.2% |
| 89 | NIO | NIO INC | Consumer Cyclical | 9,952.0 | $50K | 0.02% | -2K | -14.8% | $5.06 | -24.9% |
| 90 | EBAY | EBAY INC. | Consumer Cyclical | 334.0 | $37K | 0.01% | -16.0 | -4.6% | $111.85 | -7.5% |
| 91 | LNG | CHENIERE ENERGY INC | Energy | 154.0 | $37K | 0.01% | -21.0 | -12.0% | $239.01 | +22.2% |
| 92 | SOLS | SOLSTICE ADVANCED MATLS INC | Basic Materials | 409.0 | $36K | 0.01% | -60.0 | -12.8% | $88.60 | -28.1% |
| 93 | ZS | ZSCALER INC | Technology | 247.0 | $35K | 0.01% | -472.0 | -65.7% | $141.15 | +20.3% |
| 94 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 178.0 | $34K | 0.01% | -1.0 | -0.6% | $189.49 | -22.1% |
| 95 | IYH | ISHARES TR | — | 495.0 | $33K | 0.01% | -1K | -71.3% | $67.01 | +8.0% |
| 96 | IGSB | ISHARES TR | — | 627.0 | $33K | 0.01% | -107.0 | -14.6% | $52.45 | -1.1% |
| 97 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 107.0 | $31K | 0.01% | -3.0 | -2.7% | $294.02 | +2.5% |
| 98 | USB | US BANCORP | Financial Services | 484.0 | $29K | 0.01% | -29.0 | -5.7% | $60.91 | +4.0% |
| 99 | PHO | INVESCO EXCHANGE TRADED FD T | — | 361.0 | $25K | 0.01% | -452.0 | -55.6% | $69.06 | +2.2% |
| 100 | REET | ISHARES TR | — | 872.0 | $24K | 0.01% | -1K | -62.2% | $27.63 | -0.8% |
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%