Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 1,083.0 | $177K | 0.08% | — | — | $163.62 | +18.5% |
| 142 | NI | NISOURCE INC | Utilities | 3,771.0 | $176K | 0.08% | +24.0 | +0.6% | $46.66 | +0.2% |
| 143 | VBK | VANGUARD INDEX FDS | — | 577.0 | $174K | 0.07% | — | — | $302.25 | +17.4% |
| 144 | JHG | JANUS HENDERSON GROUP PLC | Financial Services | 3,290.0 | $169K | 0.07% | +61.0 | +1.9% | $51.37 | +0.8% |
| 145 | NEE | NEXTERA ENERGY INC | Utilities | 1,766.0 | $164K | 0.07% | — | — | $92.90 | -6.1% |
| 146 | C | CITIGROUP INC | Financial Services | 1,413.0 | $160K | 0.07% | +25.0 | +1.8% | $113.42 | +9.9% |
| 147 | CVX | CHEVRON CORPORATION | Energy | 768.0 | $159K | 0.07% | +222.0 | +40.7% | $206.80 | -11.4% |
| 148 | PRU | PRUDENTIAL FINL INC | Financial Services | 1,605.0 | $157K | 0.07% | — | — | $97.66 | +3.0% |
| 149 | KO | COCA COLA CO | Consumer Defensive | 2,008.0 | $154K | 0.07% | +53.0 | +2.7% | $76.58 | +5.0% |
| 150 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 3,060.0 | $154K | 0.07% | +1K | +86.8% | $50.21 | -4.3% |
| 151 | PEG | PUBLIC SVC ENTERPRISE GROUP | Utilities | 1,891.0 | $153K | 0.07% | +129.0 | +7.3% | $80.96 | -2.2% |
| 152 | WDC | WESTERN DIGITAL CORP | Technology | 566.0 | $153K | 0.07% | +315.0 | +125.5% | $270.47 | +96.4% |
| 153 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 1,891.0 | $152K | 0.07% | +19.0 | +1.0% | $80.55 | -15.1% |
| 154 | LOW | LOWES COS INC | Consumer Cyclical | 636.0 | $150K | 0.07% | +7.0 | +1.1% | $236.46 | -7.9% |
| 155 | — | GRUPO CIBEST SA | — | 2,010.0 | $149K | 0.06% | — | — | $74.03 | — |
| 156 | SCHD | SCHWAB STRATEGIC TR | — | 4,839.0 | $148K | 0.06% | +40.0 | +0.8% | $30.68 | +6.3% |
| 157 | — | BUNGE GLOBAL SA | — | 1,155.0 | $147K | 0.06% | — | — | $127.23 | — |
| 158 | TSLA | TESLA INC | Consumer Cyclical | 393.0 | $146K | 0.06% | -2.0 | -0.5% | $372.15 | +18.8% |
| 159 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 699.0 | $143K | 0.06% | -672.0 | -49.0% | $204.92 | +7.3% |
| 160 | PBR | PETROLEO BRASILEIRO S A | Energy | 6,895.0 | $143K | 0.06% | — | — | $20.75 | -9.3% |
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
32.2%
Financial Services
23.2%
Communication Services
11.1%
Consumer Cyclical
10.0%
Healthcare
7.9%
Industrials
6.1%
Consumer Defensive
3.0%
Utilities
2.4%
Basic Materials
1.9%
Real Estate
1.2%