Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 341 | ADX | ADAMS DIVERSIFIED EQUITY FD | Financial Services | 1,354.0 | $35K | 0.01% | +26.0 | +2.0% | $25.54 | +2.3% |
| 342 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 178.0 | $34K | 0.01% | -1.0 | -0.6% | $189.49 | -22.1% |
| 343 | L | LOEWS CORP | Financial Services | 295.0 | $33K | 0.01% | +149.0 | +102.0% | $113.24 | -3.5% |
| 344 | IYH | ISHARES TR | — | 495.0 | $33K | 0.01% | -1K | -71.3% | $67.01 | +8.0% |
| 345 | IGSB | ISHARES TR | — | 627.0 | $33K | 0.01% | -107.0 | -14.6% | $52.45 | -1.1% |
| 346 | DHI | D R HORTON INC | Consumer Cyclical | 200.0 | $33K | 0.01% | — | — | $162.88 | -12.4% |
| 347 | MMM | 3M CO | Industrials | 200.0 | $32K | 0.01% | NEW | — | $161.91 | +4.1% |
| 348 | CFG | CITIZENS FINL GROUP INC | Financial Services | 460.0 | $32K | 0.01% | +448.0 | +3733.3% | $70.07 | +1.0% |
| 349 | MET | METLIFE INC | Financial Services | 379.0 | $32K | 0.01% | +294.0 | +345.9% | $84.61 | +15.4% |
| 350 | ALB | ALBEMARLE CORP | Basic Materials | 236.0 | $32K | 0.01% | +69.0 | +41.3% | $135.40 | -6.7% |
| 351 | AZN | ASTRAZENECA PLC | Healthcare | 168.0 | $32K | 0.01% | +2.0 | +1.2% | $189.12 | -14.0% |
| 352 | APD | AIR PRODUCTS AND CHEMICALS I | Basic Materials | 107.0 | $31K | 0.01% | -3.0 | -2.7% | $294.02 | +2.5% |
| 353 | ITW | ILLINOIS TOOL WKS INC | Industrials | 115.0 | $31K | 0.01% | +64.0 | +125.5% | $272.85 | -1.0% |
| 354 | MTUM | ISHARES TR | — | 91.0 | $31K | 0.01% | NEW | — | $342.84 | -11.1% |
| 355 | SMOG | VANECK ETF TRUST | — | 212.0 | $31K | 0.01% | — | — | $146.32 | -4.4% |
| 356 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 89.0 | $31K | 0.01% | +47.0 | +111.9% | $344.97 | -3.3% |
| 357 | MPWR | MONOLITHIC PWR SYS INC | Technology | 22.0 | $31K | 0.01% | +1.0 | +4.8% | $1394.82 | -12.3% |
| 358 | LVHD | LEGG MASON ETF INVT | — | 689.0 | $30K | 0.01% | +6.0 | +0.9% | $43.98 | -0.0% |
| 359 | IJR | ISHARES TR | — | 201.0 | $30K | 0.01% | NEW | — | $148.02 | -1.8% |
| 360 | USB | US BANCORP | Financial Services | 484.0 | $29K | 0.01% | -29.0 | -5.7% | $60.91 | +4.0% |
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%