The Analysis of Westfuller Advisors, LLC's Holdings
Currently, Westfuller Advisors, LLC holds 760 types of securities in its portfolio with a total value $219.9M. In the most recent quarter, they have increased their positions in GOVT (+142.3K shares, valued at $3.3M), AAPL (+9.8K shares, valued at $2.5M), AVGO (+6.8K shares, valued at $2.3M); decreased their positions in SGOV (-154.7K shares, valued at $15.6M), EAGG (-80.2K shares, valued at $3.9M), ESGV (-28.1K shares, valued at $3.3M); initiated new positions in PANW (+5.0K shares, valued at $1.0M), MA (+1.2K shares, valued at $684.1K), BK (+6.1K shares, valued at $668.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SGOV ISHARES TR92.3K shares-62.64%2025-09-302025-10-30
VOO VANGUARD INDEX FDS13.7K shares-6.23%2025-09-302025-10-30 AAPL APPLE INC30.7K shares46.51%2025-09-302025-10-30 NUBD NUSHARES ETF TR310.9K shares0.96%2025-09-302025-10-30 AMZN AMAZON COM INC31.3K shares11.60%2025-09-302025-10-30 GOVT ISHARES TR265.3K shares115.75%2025-09-302025-10-30 VSGX VANGUARD WORLD FD86.5K shares-32.21%2025-09-302025-10-30 NVDA NVIDIA CORPORATION32.0K shares33.80%2025-09-302025-10-30 ESGV VANGUARD WORLD FD47.9K shares-36.99%2025-09-302025-10-30 IEFA ISHARES TR51.5K shares65.09%2025-09-302025-10-30 GLD SPDR GOLD TR10.9K shares9.99%2025-09-302025-10-30 EAGG ISHARES TR80.3K shares-49.96%2025-09-302025-10-30 CMF ISHARES TR64.8K shares0.52%2025-09-302025-10-30 MSFT MICROSOFT CORP6.9K shares75.43%2025-09-302025-10-30 WOMN TIDAL TRUST III86.6K shares0.24%2025-09-302025-10-30 CHGX1 EA SERIES TRUST120.7K shares-7.21%2025-09-302025-10-30 QQQ INVESCO QQQ TR5.4K shares2.99%2025-09-302025-10-30 BSV VANGUARD BD INDEX FDS41.4K shares6.39%2025-09-302025-10-30 BIV VANGUARD BD INDEX FDS40.6K shares-2.84%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL6.2K shares110.54%2025-09-302025-10-30 GOOG ALPHABET INC11.3K shares124.46%2025-09-302025-10-30 AGG ISHARES TR27.1K shares287.48%2025-09-302025-10-30 JSTC TIDAL TRUST I132.8K shares115.24%2025-09-302025-10-30 AVGO BROADCOM INC7.6K shares873.88%2025-09-302025-10-30 GOOGL ALPHABET INC10.2K shares59.62%2025-09-302025-10-30 IVV ISHARES TR3.6K shares47.50%2025-09-302025-10-30 DMXF ISHARES TR31.3K shares0.00%2025-09-302025-10-30 DGRO ISHARES TR33.3K shares0.55%2025-09-302025-10-30 JPM JPMORGAN CHASE & CO.6.8K shares47.69%2025-09-302025-10-30 VTI VANGUARD INDEX FDS6.2K shares0.14%2025-09-302025-10-30 VMBS VANGUARD SCOTTSDALE FDS41.3K shares-11.35%2025-09-302025-10-30 VXUS VANGUARD STAR FDS25.3K shares0.49%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR2.7K shares13.85%2025-09-302025-10-30 LLY ELI LILLY & CO2.3K shares46.01%2025-09-302025-10-30 IGRO ISHARES TR22.0K shares-3.43%2025-09-302025-10-30 JQUA J P MORGAN EXCHANGE TRADED F25.9K shares-10.73%2025-09-302025-10-30 NUSC NUSHARES ETF TR36.3K shares3.53%2025-09-302025-10-30 GS GOLDMAN SACHS GROUP INC2.0K shares79.38%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS10.8K shares-15.94%2025-09-302025-10-30 XMHQ INVESCO EXCHANGE TRADED FD T14.4K shares26.07%2025-09-302025-10-30 JNJ JOHNSON & JOHNSON7.4K shares107.82%2025-09-302025-10-30 UNP UNION PAC CORP5.8K shares64.52%2025-09-302025-10-30 META META PLATFORMS INC1.7K shares75.53%2025-09-302025-10-30 IAUM ISHARES GOLD TR32.5K shares45.54%2025-09-302025-10-30 NACP TIDAL TRUST III26.1K shares0.00%2025-09-302025-10-30 LRCX LAM RESEARCH CORP9.2K shares1.94%2025-09-302025-10-30 DIS DISNEY WALT CO9.5K shares55.97%2025-09-302025-10-30 NUEM NUSHARES ETF TR30.5K shares2.33%2025-09-302025-10-30 AXP AMERICAN EXPRESS CO3.2K shares136.50%2025-09-302025-10-30 COST COSTCO WHSL CORP NEW1.1K shares57.73%2025-09-302025-10-30 SBUX STARBUCKS CORP12.3K shares11.57%2025-09-302025-10-30 BNDX VANGUARD CHARLOTTE FDS20.6K shares2.23%2025-09-302025-10-30 PANW PALO ALTO NETWORKS INC5.0K sharesnew addition2025-09-302025-10-30 SPIB SPDR SERIES TRUST29.9K shares0.74%2025-09-302025-10-30 VNQ VANGUARD INDEX FDS10.9K shares29.89%2025-09-302025-10-30 SHV ISHARES TR8.8K shares0.00%2025-09-302025-10-30 VXF VANGUARD INDEX FDS4.5K shares-19.55%2025-09-302025-10-30 V VISA INC2.7K shares36.67%2025-09-302025-10-30 PEP PEPSICO INC6.2K shares65.96%2025-09-302025-10-30 VEU VANGUARD INTL EQUITY INDEX F11.6K shares-18.57%2025-09-302025-10-30 NYF ISHARES TR15.5K shares12.69%2025-09-302025-10-30 WMG WARNER MUSIC GROUP CORP23.0K shares0.00%2025-09-302025-10-30 IWM ISHARES TR3.0K shares0.27%2025-09-302025-10-30 SUSB ISHARES TR28.6K shares0.85%2025-09-302025-10-30 TIP ISHARES TR6.4K shares-2.01%2025-09-302025-10-30 NULG NUSHARES ETF TR7.0K shares0.00%2025-09-302025-10-30 MA MASTERCARD INCORPORATED1.2K sharesnew addition2025-09-302025-10-30 BK BANK NEW YORK MELLON CORP6.1K sharesnew addition2025-09-302025-10-30 TMO THERMO FISHER SCIENTIFIC INC1.3K shares160.74%2025-09-302025-10-30 ERET ISHARES TR22.3K shares186.25%2025-09-302025-10-30 BIL SPDR SERIES TRUST6.6K shares-0.63%2025-09-302025-10-30 VTWO VANGUARD SCOTTSDALE FDS6.1K shares14.47%2025-09-302025-10-30 TLT ISHARES TR6.6K shares1.53%2025-09-302025-10-30 REGL PROSHARES TR6.4K shares0.98%2025-09-302025-10-30 IWF ISHARES TR1.2K sharesnew addition2025-09-302025-10-30 VUG VANGUARD INDEX FDS1.1K shares-6.04%2025-09-302025-10-30 CMCSA COMCAST CORP NEW17.1K shares29.16%2025-09-302025-10-30 HD HOME DEPOT INC1.3K sharesnew addition2025-09-302025-10-30 HON HONEYWELL INTL INC2.4K sharesnew addition2025-09-302025-10-30 VGIT VANGUARD SCOTTSDALE FDS8.3K shares-0.10%2025-09-302025-10-30 PYPL PAYPAL HLDGS INC7.3K shares121.37%2025-09-302025-10-30 NXPI NXP SEMICONDUCTORS N V2.1K sharesnew addition2025-09-302025-10-30 SHY ISHARES TR5.7K shares-3.26%2025-09-302025-10-30 ZS ZSCALER INC1.6K sharesnew addition2025-09-302025-10-30 NOW SERVICENOW INC504 sharesnew addition2025-09-302025-10-30 IGV ISHARES TR4.0K shares-7.46%2025-09-302025-10-30 INTU INTUIT671 shares97.94%2025-09-302025-10-30 IYW ISHARES TR2.3K shares0.04%2025-09-302025-10-30 NFLX NETFLIX INC372 sharesnew addition2025-09-302025-10-30 VFH VANGUARD WORLD FD3.4K shares-0.71%2025-09-302025-10-30 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares2.24%2025-09-302025-10-30 ECL ECOLAB INC1.5K shares69.24%2025-09-302025-10-30 CB CHUBB LIMITED1.5K sharesnew addition2025-09-302025-10-30 ADP AUTOMATIC DATA PROCESSING IN1.4K shares111.54%2025-09-302025-10-30 ACN ACCENTURE PLC IRELAND1.7K shares151.27%2025-09-302025-10-30 CSCO CISCO SYS INC5.8K shares89.41%2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS6.6K shares0.49%2025-09-302025-10-30 SNPS SYNOPSYS INC801 sharesnew addition2025-09-302025-10-30 VIG VANGUARD SPECIALIZED FUNDS1.8K shares-11.38%2025-09-302025-10-30 BN BROOKFIELD CORP5.8K sharesnew addition2025-09-302025-10-30 BGRN ISHARES TR8.1K shares0.20%2025-09-302025-10-30 PFF ISHARES TR12.1K shares-2.85%2025-09-302025-10-30 IEF ISHARES TR4.0K shares0.00%2025-09-302025-10-30 EFG ISHARES TR3.3K shares0.00%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP1.2K shares12.89%2025-09-302025-10-30 ABT ABBOTT LABS2.7K sharesnew addition2025-09-302025-10-30 TJX TJX COS INC NEW2.4K shares37.49%2025-09-302025-10-30 MRK MERCK & CO INC4.0K sharesnew addition2025-09-302025-10-30 XLI SELECT SECTOR SPDR TR2.2K shares0.41%2025-09-302025-10-30 VTEB VANGUARD MUN BD FDS6.7K shares-7.54%2025-09-302025-10-30 HEZU ISHARES TR7.6K shares2.13%2025-09-302025-10-30 ETN EATON CORP PLC847 sharesnew addition2025-09-302025-10-30 ADBE ADOBE INC897 sharesnew addition2025-09-302025-10-30 AVAV AEROVIRONMENT INC1.0K shares0.00%2025-09-302025-10-30 NKE NIKE INC4.5K sharesnew addition2025-09-302025-10-30 MELI MERCADOLIBRE INC131 shares0.00%2025-09-302025-10-30 DHR DANAHER CORPORATION1.5K sharesnew addition2025-09-302025-10-30 VGT VANGUARD WORLD FD378 shares0.00%2025-09-302025-10-30 SYK STRYKER CORPORATION760 sharesnew addition2025-09-302025-10-30 CRM SALESFORCE INC1.2K shares28.71%2025-09-302025-10-30 IEI ISHARES TR2.3K shares0.88%2025-09-302025-10-30 PLD PROLOGIS INC.2.4K sharesnew addition2025-09-302025-10-30 VHT VANGUARD WORLD FD1.0K shares-1.15%2025-09-302025-10-30 AMAT APPLIED MATLS INC1.3K sharesnew addition2025-09-302025-10-30 AMT AMERICAN TOWER CORP NEW1.3K sharesnew addition2025-09-302025-10-30 AU ANGLOGOLD ASHANTI PLC3.7K sharesnew addition2025-09-302025-10-30 STZ CONSTELLATION BRANDS INC1.9K sharesnew addition2025-09-302025-10-30 BLV VANGUARD BD INDEX FDS3.6K shares-27.17%2025-09-302025-10-30 ISRG INTUITIVE SURGICAL INC575 sharesnew addition2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F4.7K shares0.51%2025-09-302025-10-30 TPC TUTOR PERINI CORP3.8K sharesnew addition2025-09-302025-10-30 TT TRANE TECHNOLOGIES PLC580 sharesnew addition2025-09-302025-10-30 CRWD CROWDSTRIKE HLDGS INC494 shares0.00%2025-09-302025-10-30 RTX RTX CORPORATION1.4K sharesnew addition2025-09-302025-10-30 ROP ROPER TECHNOLOGIES INC470 sharesnew addition2025-09-302025-10-30 FTNT FORTINET INC2.8K shares0.00%2025-09-302025-10-30 SO SOUTHERN CO2.4K sharesnew addition2025-09-302025-10-30 DUOL DUOLINGO INC700 shares0.00%2025-09-302025-10-30 MDLZ MONDELEZ INTL INC3.6K sharesnew addition2025-09-302025-10-30 ADI ANALOG DEVICES INC901 shares3.44%2025-09-302025-10-30 VTEI VANGUARD MUN BD FDS2.2K shares0.73%2025-09-302025-10-30 PAAS PAN AMERN SILVER CORP5.7K sharesnew addition2025-09-302025-10-30 NEE NEXTERA ENERGY INC2.8K sharesnew addition2025-09-302025-10-30 NVS NOVARTIS AG1.6K sharesnew addition2025-09-302025-10-30 ABBV ABBVIE INC898 sharesnew addition2025-09-302025-10-30 XLY SELECT SECTOR SPDR TR857 sharesnew addition2025-09-302025-10-30 ORCL ORACLE CORP726 sharesnew addition2025-09-302025-10-30 BLK BLACKROCK INC174 sharesnew addition2025-09-302025-10-30 IBM INTERNATIONAL BUSINESS MACHS710 sharesnew addition2025-09-302025-10-30 SPGI S&P GLOBAL INC411 sharesnew addition2025-09-302025-10-30 BEPC BROOKFIELD RENEWABLE CORP5.7K sharesnew addition2025-09-302025-10-30 WELL WELLTOWER INC1.1K sharesnew addition2025-09-302025-10-30 NEM NEWMONT CORP2.2K sharesnew addition2025-09-302025-10-30 KO COCA COLA CO2.7K sharesnew addition2025-09-302025-10-30 CMI CUMMINS INC432 sharesnew addition2025-09-302025-10-30 LIN LINDE PLC383 sharesnew addition2025-09-302025-10-30 BKNG BOOKING HOLDINGS INC33 sharesnew addition2025-09-302025-10-30 HL HECLA MNG CO14.7K shares0.05%2025-09-302025-10-30 VMC VULCAN MATLS CO560 sharesnew addition2025-09-302025-10-30 VBK VANGUARD INDEX FDS577 sharesnew addition2025-09-302025-10-30 CAH CARDINAL HEALTH INC1.1K sharesnew addition2025-09-302025-10-30 NI NISOURCE INC3.9K sharesnew addition2025-09-302025-10-30 CBRE CBRE GROUP INC1.1K sharesnew addition2025-09-302025-10-30 GILD GILEAD SCIENCES INC1.5K sharesnew addition2025-09-302025-10-30 PRU PRUDENTIAL FINL INC1.6K sharesnew addition2025-09-302025-10-30 INTC INTEL CORP4.9K sharesnew addition2025-09-302025-10-30 EMR EMERSON ELEC CO1.3K sharesnew addition2025-09-302025-10-30 BBVA BANCO BILBAO VIZCAYA ARGENTA8.5K sharesnew addition2025-09-302025-10-30 GRID FIRST TR EXCHANGE TRADED FD1.1K sharesnew addition2025-09-302025-10-30 AZN ASTRAZENECA PLC2.1K sharesnew addition2025-09-302025-10-30 NOBL PROSHARES TR1.6K sharesnew addition2025-09-302025-10-30 MU MICRON TECHNOLOGY INC951 sharesnew addition2025-09-302025-10-30 EFA ISHARES TR1.7K sharesnew addition2025-09-302025-10-30 IDXX IDEXX LABS INC242 sharesnew addition2025-09-302025-10-30 SPEM SPDR INDEX SHS FDS3.3K sharesnew addition2025-09-302025-10-30 PEG PUBLIC SVC ENTERPRISE GRP IN1.8K sharesnew addition2025-09-302025-10-30 AON AON PLC418 sharesnew addition2025-09-302025-10-30 SLV ISHARES SILVER TR3.5K sharesnew addition2025-09-302025-10-30 LOW LOWES COS INC588 sharesnew addition2025-09-302025-10-30 UL UNILEVER PLC2.5K sharesnew addition2025-09-302025-10-30 C CITIGROUP INC1.4K sharesnew addition2025-09-302025-10-30 ASML ASML HOLDING N V147 sharesnew addition2025-09-302025-10-30 IYH ISHARES TR2.3K sharesnew addition2025-09-302025-10-30 ELV ELEVANCE HEALTH INC FORMERLY423 sharesnew addition2025-09-302025-10-30 DLR DIGITAL RLTY TR INC787 sharesnew addition2025-09-302025-10-30 EA ELECTRONIC ARTS INC667 sharesnew addition2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC827 sharesnew addition2025-09-302025-10-30 YUM YUM BRANDS INC868 sharesnew addition2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR4.8K sharesnew addition2025-09-302025-10-30 CDNS CADENCE DESIGN SYSTEM INC369 sharesnew addition2025-09-302025-10-30 XEL XCEL ENERGY INC1.6K sharesnew addition2025-09-302025-10-30 ALK ALASKA AIR GROUP INC2.6K sharesnew addition2025-09-302025-10-30 IYF ISHARES TR1.0K sharesnew addition2025-09-302025-10-30 HDV ISHARES TR1.0K sharesnew addition2025-09-302025-10-30 EEM ISHARES TR2.3K sharesnew addition2025-09-302025-10-30 ADSK AUTODESK INC387 sharesnew addition2025-09-302025-10-30 GWW GRAINGER W W INC128 sharesnew addition2025-09-302025-10-30 TTWO TAKE-TWO INTERACTIVE SOFTWAR471 sharesnew addition2025-09-302025-10-30 HDB HDFC BANK LTD3.6K sharesnew addition2025-09-302025-10-30 XYL XYLEM INC818 sharesnew addition2025-09-302025-10-30 QCOM QUALCOMM INC723 sharesnew addition2025-09-302025-10-30 UBER UBER TECHNOLOGIES INC1.2K sharesnew addition2025-09-302025-10-30 DIA SPDR DOW JONES INDL AVERAGE252 sharesnew addition2025-09-302025-10-30 JCI JOHNSON CTLS INTL PLC1.0K sharesnew addition2025-09-302025-10-30 R RYDER SYS INC602 sharesnew addition2025-09-302025-10-30 RRC RANGE RES CORP3.0K sharesnew addition2025-09-302025-10-30 PNR PENTAIR PLC1.0K sharesnew addition2025-09-302025-10-30 UNM UNUM GROUP1.4K sharesnew addition2025-09-302025-10-30 URI UNITED RENTALS INC114 sharesnew addition2025-09-302025-10-30 XLK SELECT SECTOR SPDR TR384 sharesnew addition2025-09-302025-10-30 JOBY JOBY AVIATION INC6.6K sharesnew addition2025-09-302025-10-30 KR KROGER CO1.6K sharesnew addition2025-09-302025-10-30 CIB GRUPO CIBEST SA2.0K sharesnew addition2025-09-302025-10-30 IYC ISHARES TR991 sharesnew addition2025-09-302025-10-30 JHG JANUS HENDERSON GROUP PLC2.3K sharesnew addition2025-09-302025-10-30 CL COLGATE PALMOLIVE CO1.3K sharesnew addition2025-09-302025-10-30 WSM WILLIAMS SONOMA INC515 sharesnew addition2025-09-302025-10-30 CX CEMEX SAB DE CV11.0K shares0.00%2025-09-302025-10-30 ZTS ZOETIS INC673 sharesnew addition2025-09-302025-10-30 TRU TRANSUNION1.2K sharesnew addition2025-09-302025-10-30 VO VANGUARD INDEX FDS326 sharesnew addition2025-09-302025-10-30 LYB LYONDELLBASELL INDUSTRIES N1.9K sharesnew addition2025-09-302025-10-30 EXPD EXPEDITORS INTL WASH INC775 sharesnew addition2025-09-302025-10-30 VDC VANGUARD WORLD FD441 sharesnew addition2025-09-302025-10-30 BG BUNGE GLOBAL SA1.2K sharesnew addition2025-09-302025-10-30 CASY CASEYS GEN STORES INC161 sharesnew addition2025-09-302025-10-30 DDOG DATADOG INC633 sharesnew addition2025-09-302025-10-30 PBR PETROLEO BRASILEIRO SA PETRO6.9K sharesnew addition2025-09-302025-10-30 INSW INTERNATIONAL SEAWAYS INC1.9K sharesnew addition2025-09-302025-10-30 FTV FORTIVE CORP1.8K sharesnew addition2025-09-302025-10-30 CVX CHEVRON CORP NEW554 sharesnew addition2025-09-302025-10-30 NULV NUSHARES ETF TR1.9K sharesnew addition2025-09-302025-10-30 CVLT COMMVAULT SYS INC448 sharesnew addition2025-09-302025-10-30 NTAP NETAPP INC710 sharesnew addition2025-09-302025-10-30 BKH BLACK HILLS CORP1.4K sharesnew addition2025-09-302025-10-30 LAZ LAZARD INC1.6K sharesnew addition2025-09-302025-10-30 ARCC ARES CAPITAL CORP4.1K sharesnew addition2025-09-302025-10-30 PG PROCTER AND GAMBLE CO537 sharesnew addition2025-09-302025-10-30 IGSB ISHARES TR1.5K sharesnew addition2025-09-302025-10-30 EXC EXELON CORP1.8K sharesnew addition2025-09-302025-10-30 OBDC BLUE OWL CAPITAL CORPORATION6.1K sharesnew addition2025-09-302025-10-30 AMGN AMGEN INC286 sharesnew addition2025-09-302025-10-30 HPE HEWLETT PACKARD ENTERPRISE C3.2K sharesnew addition2025-09-302025-10-30 CIEN 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