Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,566.0 | $353K | 0.13% | +867.0 | +124.0% | $225.67 | +23.0% |
| 102 | VGIT | VANGUARD SCOTTSDALE FDS | — | 5,963.0 | $352K | 0.13% | -2K | -21.2% | $58.98 | -1.8% |
| 103 | VTEB | VANGUARD MUN BD FDS | — | 6,653.0 | $337K | 0.12% | -152.0 | -2.2% | $50.58 | -3.4% |
| 104 | TIP | ISHARES TR | — | 3,025.0 | $331K | 0.12% | -1K | -25.4% | $109.45 | -2.3% |
| 105 | PLD | PROLOGIS INC. | Real Estate | 2,432.0 | $330K | 0.12% | +30.0 | +1.2% | $135.49 | +1.4% |
| 106 | BIL | SPDR SERIES TRUST | — | 3,523.0 | $323K | 0.12% | -2K | -38.2% | $91.64 | -0.2% |
| 107 | ALAB | ASTERA LABS INC | Technology | 667.0 | $322K | 0.12% | — | — | $483.02 | -35.7% |
| 108 | IWR | ISHARES TR | — | 2,906.0 | $321K | 0.12% | NEW | — | $110.32 | +1.4% |
| 109 | TPC | TUTOR PERINI CORP | Industrials | 3,834.0 | $318K | 0.12% | — | — | $82.97 | +6.3% |
| 110 | AMGN | AMGEN INC | Healthcare | 861.0 | $312K | 0.11% | +601.0 | +231.2% | $362.22 | +20.7% |
| 111 | VIG | VANGUARD SPECIALIZED FUNDS | — | 1,317.0 | $312K | 0.11% | -389.0 | -22.8% | $236.63 | +2.3% |
| 112 | PFF | ISHARES TR | — | 10,202.0 | $311K | 0.11% | — | — | $30.49 | -0.4% |
| 113 | — | HONEYWELL INTL INC | — | 1,376.0 | $308K | 0.11% | NEW | — | $223.90 | — |
| 114 | — | HONEYWELL AEROSPACE INC | — | 1,376.0 | $304K | 0.11% | NEW | — | $221.08 | — |
| 115 | SNDK | SANDISK CORP | Technology | 131.0 | $298K | 0.11% | +1.0 | +0.8% | $2273.73 | -23.5% |
| 116 | — | ISHARES TR | — | 5,905.0 | $296K | 0.11% | — | — | $50.15 | — |
| 117 | — | ANGLOGOLD ASHANTI PLC | — | 3,632.0 | $294K | 0.11% | — | — | $80.89 | — |
| 118 | PCAR | PACCAR INC | Industrials | 2,441.0 | $293K | 0.11% | +2K | +3714.1% | $120.10 | +3.8% |
| 119 | IGV | ISHARES TR | — | 3,230.0 | $293K | 0.11% | — | — | $90.61 | +15.4% |
| 120 | VFH | VANGUARD WORLD FD | — | 2,194.0 | $289K | 0.10% | -740.0 | -25.2% | $131.59 | +7.9% |
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%