Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | CIFR | CIPHER MINING INC | Financial Services | 1,279.0 | $19K | 0.01% | NEW | — | $14.76 | +54.7% |
| 382 | CVS | CVS HEALTH CORP | Healthcare | 233.0 | $19K | 0.01% | NEW | — | $79.48 | +38.8% |
| 383 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 72.0 | $18K | 0.01% | NEW | — | $252.17 | +8.7% |
| 384 | FTXN | FIRST TR EXCHANGE TRADED FD | — | 644.0 | $18K | 0.01% | NEW | — | $27.92 | +32.4% |
| 385 | NOC | NORTHROP GRUMMAN CORP | Industrials | 31.0 | $18K | 0.01% | NEW | — | $578.61 | -12.4% |
| 386 | AOK | ISHARES TR | — | 444.0 | $18K | 0.01% | NEW | — | $40.12 | +2.2% |
| 387 | TRV | TRAVELERS COMPANIES INC | Financial Services | 60.0 | $17K | 0.01% | NEW | — | $290.73 | +27.0% |
| 388 | PFE | PFIZER INC | Healthcare | 700.0 | $17K | 0.01% | NEW | — | $24.89 | +0.1% |
| 389 | RSG | REPUBLIC SVCS INC | Industrials | 82.0 | $17K | 0.01% | NEW | — | $212.34 | +1.1% |
| 390 | T | AT&T INC | Communication Services | 699.0 | $17K | 0.01% | NEW | — | $24.85 | -10.2% |
| 391 | IWO | ISHARES TR | — | 54.0 | $17K | 0.01% | NEW | — | $321.39 | +18.6% |
| 392 | D | DOMINION ENERGY INC | Utilities | 293.0 | $17K | 0.01% | NEW | — | $58.67 | +19.3% |
| 393 | XLP | SELECT SECTOR SPDR TR | — | 218.0 | $17K | 0.01% | NEW | — | $77.81 | +8.1% |
| 394 | TPR | TAPESTRY INC | Consumer Cyclical | 133.0 | $17K | 0.01% | NEW | — | $127.44 | +11.2% |
| 395 | ALL | ALLSTATE CORP | Financial Services | 81.0 | $17K | 0.01% | NEW | — | $208.26 | +20.9% |
| 396 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 302.0 | $16K | 0.01% | NEW | — | $54.62 | -7.3% |
| 397 | VLTO | VERALTO CORP | Industrials | 163.0 | $16K | 0.01% | NEW | — | $100.07 | -9.9% |
| 398 | XLF | SELECT SECTOR SPDR TR | — | 294.0 | $16K | 0.01% | NEW | — | $54.77 | +2.5% |
| 399 | THO | THOR INDS INC | Consumer Cyclical | 157.0 | $16K | 0.01% | NEW | — | $102.57 | -26.4% |
| 400 | SMH | VANECK ETF TRUST | — | 44.0 | $16K | 0.01% | NEW | — | $360.14 | +62.2% |
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
32.4%
Financial Services
22.8%
Communication Services
11.3%
Consumer Cyclical
10.8%
Healthcare
8.4%
Industrials
6.1%
Consumer Defensive
2.8%
Basic Materials
2.0%
Utilities
1.4%
Real Estate
1.1%