Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC

  • $157 Billion
  • Q4 2024

Westfuller Advisors, LLC has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 91 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $15.4B, Ishares Core U.S. Aggregate Bo with a value of $9.66B, Ishares Core S&P 500 ETF with a value of $9.47B, Vanguard Index Fds S&P 500 ETF with a value of $8.01B, and Ishares Tr with a value of $6.92B.

Examining the 13F form we can see an increase of $157B in the current position value, from $0 to 157B. Also it can be appreciated an additional of 12 stocks purchases and 1 closed positions.

Westfuller Advisors, LLC is based out at New York, NY

Below you can find more details about Westfuller Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Billion
ETFs: $138 Billion
Technology: $10.8 Billion
Communication Services: $2.43 Billion
Financial Services: $1.74 Billion
Consumer Cyclical: $1.11 Billion
Industrials: $247 Million
Consumer Defensive: $238 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.4 Billion 9.8% of portfolio
153,763
Q4 2024 Added 1.6%
$0
$9.66 Billion 6.14% of portfolio
99,729
Q4 2024 Added 12.45%
$0
$9.47 Billion 6.02% of portfolio
16,094
Q4 2024 Added 11.26%
$0
$8.01 Billion 5.09% of portfolio
14,872
Q4 2024 Added 2.88%
$0
$6.92 Billion 4.4% of portfolio
98,529
Q4 2024 Added 26.07%
$0
$6.58 Billion 4.18% of portfolio
301,937
Q4 2024 Added 1.14%
$0
$5.72 Billion 3.63% of portfolio
13,938
Q4 2024 Added 1,071.26%
$3.95T
$4.82 Billion 3.06% of portfolio
19,231
Q4 2024 Reduced 0.31%
$0
$4.38 Billion 2.79% of portfolio
25,900
Q4 2024 New
$0
$3.69 Billion 2.35% of portfolio
64,460
Q4 2024 Added 0.02%
$0
$3.32 Billion 2.11% of portfolio
58,638
Q4 2024 Reduced 4.19%
$0
$3.31 Billion 2.1% of portfolio
85,911
Q4 2024 Added 0.42%
$0
$3.16 Billion 2.01% of portfolio
83,215
Q4 2024 Reduced 6.85%
$335B
$3.16 Billion 2.01% of portfolio
23,533
Q4 2024 Reduced 1.26%
$0
$2.99 Billion 1.9% of portfolio
38,710
Q4 2024 Added 0.63%
$0
$2.95 Billion 1.87% of portfolio
39,484
Q4 2024 Added 0.6%
$0
$2.6 Billion 1.65% of portfolio
113,097
Q4 2024 Added 174.33%
$0
$2.32 Billion 1.48% of portfolio
25,990
Q4 2024 Added 17.83%
$0
$2.26 Billion 1.44% of portfolio
21,580
Q4 2024 Added 0.63%
$0
$2.17 Billion 1.38% of portfolio
35,403
Q4 2024 Reduced 10.45%
$93.4B
$2.13 Billion 1.36% of portfolio
8,813
Q4 2024 Reduced 7.59%
$0
$1.99 Billion 1.27% of portfolio
30,845
Q4 2024 Added 1.36%
$0
$1.87 Billion 1.19% of portfolio
40,173
Q4 2024 Added 1.27%
$0
$1.79 Billion 1.14% of portfolio
6,179
Q4 2024 Added 0.64%
$0
$1.76 Billion 1.12% of portfolio
38,731
Q4 2024 Added 111.19%
$0
$1.67 Billion 1.06% of portfolio
13,127
Q4 2024 Reduced 1.81%
$0
$1.65 Billion 1.05% of portfolio
28,869
Q4 2024 Reduced 9.3%
$0
$1.6 Billion 1.02% of portfolio
23,547
Q4 2024 Reduced 6.13%
$0
$1.5 Billion 0.95% of portfolio
39,088
Q4 2024 Added 5.37%
$0
$1.47 Billion 0.93% of portfolio
24,895
Q4 2024 Added 1.7%
$0
$1.44 Billion 0.92% of portfolio
14,642
Q4 2024 Added 10.59%
$0
$1.42 Billion 0.9% of portfolio
33,888
Q4 2024 Added 1.21%
$0
$1.33 Billion 0.84% of portfolio
2,259
Q4 2024 Added 0.27%
$3.04T
$1.28 Billion 0.81% of portfolio
3,033
Q4 2024 Reduced 1.11%
$1.1T
$1.08 Billion 0.69% of portfolio
5,704
Q4 2024 Reduced 1.94%
$0
$1.08 Billion 0.68% of portfolio
58,642
Q4 2024 Added 0.46%
$0
$1.07 Billion 0.68% of portfolio
26,150
Q3 2024 New
$775B
$1.06 Billion 0.68% of portfolio
4,439
Q4 2024 Reduced 0.52%
$0
$1.02 Billion 0.65% of portfolio
20,758
Q4 2024 Added 7.58%
$0
$985 Million 0.63% of portfolio
5,183
Q4 2024 Reduced 4.14%
$0
$973 Million 0.62% of portfolio
26,460
Q4 2024 Added 0.05%
$0
$920 Million 0.58% of portfolio
28,085
Q4 2024 New
$2.21T
$832 Million 0.53% of portfolio
3,792
Q4 2024 Reduced 1.76%
$0
$784 Million 0.5% of portfolio
27,032
Q4 2024 Added 1.93%
$0
$759 Million 0.48% of portfolio
8,515
Q4 2024 Added 20.23%
$0
$762 Million 0.48% of portfolio
7,148
Q4 2024 Reduced 14.26%
$0
$733 Million 0.47% of portfolio
12,767
Q4 2024 Added 1.57%
$0
$723 Million 0.46% of portfolio
13,587
Q4 2024 New
$0
$691 Million 0.44% of portfolio
27,993
Q4 2024 Added 0.54%

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $157 Billion
  • Prior Value $0
  • Filing
  • Period Q4 2024
  • Filing Date February 20, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 49 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 26 stocks
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