Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | FORTINET INC | — | 1,841.0 | $283K | 0.10% | +121.0 | +7.0% | $153.60 | — |
| 122 | XLI | SELECT SECTOR SPDR TR | — | 1,468.0 | $272K | 0.10% | -174.0 | -10.6% | $185.18 | -5.4% |
| 123 | PYPL | PAYPAL HLDGS INC | Financial Services | 6,294.0 | $272K | 0.10% | -91.0 | -1.4% | $43.18 | +27.3% |
| 124 | BLV | VANGUARD BD INDEX FDS | — | 3,870.0 | $267K | 0.10% | +169.0 | +4.6% | $68.93 | -4.5% |
| 125 | RTX | RTX CORPORATION | Industrials | 1,402.0 | $266K | 0.10% | +25.0 | +1.8% | $189.67 | +5.9% |
| 126 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 6,242.0 | $264K | 0.10% | +3K | +104.0% | $42.34 | +18.4% |
| 127 | ETHO | AMPLIFY ETF TR | — | 3,264.0 | $263K | 0.10% | +1K | +61.0% | $80.61 | +0.5% |
| 128 | SYK | STRYKER CORPORATION | Healthcare | 826.0 | $261K | 0.10% | +27.0 | +3.4% | $315.77 | -4.0% |
| 129 | ABT | ABBOTT LABORATORIES | Healthcare | 2,833.0 | $257K | 0.09% | +2K | +132.4% | $90.74 | +19.4% |
| 130 | XHLF | BONDBLOXX ETF TRUST | — | 5,039.0 | $253K | 0.09% | NEW | — | $50.30 | -0.2% |
| 131 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 5,653.0 | $253K | 0.09% | — | — | $44.79 | +14.6% |
| 132 | WELL | WELLTOWER INC | Real Estate | 1,060.0 | $241K | 0.09% | -11.0 | -1.0% | $226.95 | +4.1% |
| 133 | SLYG | SPDR SERIES TRUST | — | 1,987.0 | $237K | 0.09% | NEW | — | $119.13 | -4.6% |
| 134 | USRT | ISHARES TR | — | 3,538.0 | $235K | 0.09% | +20.0 | +0.6% | $66.46 | -1.7% |
| 135 | GWW | WW GRAINGER INC | Industrials | 172.0 | $235K | 0.09% | -5.0 | -2.8% | $1364.08 | -2.9% |
| 136 | DE | DEERE & CO | Industrials | 360.0 | $229K | 0.08% | +250.0 | +227.3% | $635.51 | +9.1% |
| 137 | — | VANGUARD MUN BD FDS | — | 2,255.0 | $228K | 0.08% | +17.0 | +0.8% | $100.96 | — |
| 138 | HL | HECLA MINING COMPANY | Basic Materials | 14,685.0 | $227K | 0.08% | — | — | $15.43 | +34.0% |
| 139 | CMI | CUMMINS INC | Industrials | 315.0 | $224K | 0.08% | -21.0 | -6.2% | $712.54 | -21.3% |
| 140 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 559.0 | $222K | 0.08% | -28.0 | -4.8% | $397.68 | -7.8% |
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%