Portfolio (Quarterly)
Guide ↗
Westfuller Advisors, LLC
· CIK 0002024115| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | HDV | ISHARES TR | — | 1,043.0 | $141K | 0.06% | +7.0 | +0.7% | $135.66 | -79.2% |
| 162 | AMT | AMERICAN TOWER CORP | Real Estate | 819.0 | $141K | 0.06% | -30.0 | -3.5% | $172.63 | -1.5% |
| 163 | JCI | JOHNSON CONTROLS INTERNATION | Industrials | 1,075.0 | $141K | 0.06% | — | — | $131.38 | +6.9% |
| 164 | EQIX | EQUINIX INC | Real Estate | 144.0 | $141K | 0.06% | +110.0 | +323.5% | $980.24 | +4.1% |
| 165 | — | FORTINET INC | — | 1,720.0 | $141K | 0.06% | -1K | -40.2% | $81.71 | — |
| 166 | INSW | INTERNATIONAL SEAWAYS INC | Energy | 1,919.0 | $140K | 0.06% | — | — | $72.90 | +19.0% |
| 167 | GEV | GE VERNOVA INC | Utilities | 157.0 | $137K | 0.06% | +105.0 | +201.9% | $873.74 | +21.1% |
| 168 | CRM | SALESFORCE INC | Technology | 729.0 | $136K | 0.06% | -171.0 | -19.0% | $186.56 | -8.5% |
| 169 | EA | ELECTRONIC ARTS INC | Communication Services | 666.0 | $136K | 0.06% | +16.0 | +2.5% | $204.00 | +2.4% |
| 170 | YUM | YUM BRANDS INC | Consumer Cyclical | 868.0 | $135K | 0.06% | — | — | $155.48 | -4.9% |
| 171 | EEM | ISHARES TR | — | 2,375.0 | $135K | 0.06% | — | — | $56.79 | +11.4% |
| 172 | RRC | RANGE RES CORP | Energy | 2,975.0 | $134K | 0.06% | — | — | $45.19 | -18.6% |
| 173 | GILD | GILEAD SCIENCES INC | Healthcare | 963.0 | $134K | 0.06% | -477.0 | -33.1% | $139.34 | -3.6% |
| 174 | ETHO | AMPLIFY ETF TR | — | 2,027.0 | $134K | 0.06% | NEW | — | $66.08 | +20.1% |
| 175 | SO | SOUTHERN CO | Utilities | 1,382.0 | $133K | 0.06% | — | — | $96.53 | -1.3% |
| 176 | CBRE | CBRE GROUP INC | Real Estate | 963.0 | $130K | 0.06% | -54.0 | -5.3% | $135.46 | +4.1% |
| 177 | USHY | ISHARES TR | — | 3,528.0 | $130K | 0.06% | +1K | +50.2% | $36.84 | +0.1% |
| 178 | CX | CEMEX SA EURO MTN BE 144A | Basic Materials | 11,013.0 | $126K | 0.05% | — | — | $11.44 | +13.4% |
| 179 | ABT | ABBOTT LABORATORIES | Healthcare | 1,219.0 | $125K | 0.05% | -629.0 | -34.0% | $102.68 | -2.0% |
| 180 | XEL | XCEL ENERGY INC | Utilities | 1,562.0 | $125K | 0.05% | -12.0 | -0.8% | $79.99 | -1.5% |
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
23.1%
Communication Services
11.0%
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%