Westfuller Advisors, LLC Purchases in Q3 2025

Westfuller Advisors, LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.76K
+ 46.51%
$202.38 - $256.87 $1.98M - $2.51M
30.7K $7.83B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
142K
+ 115.75%
$22.64 - $23.22 $3.22M - $3.31M
265K $6.13B
AVGO
Broadcom Inc.

Technology
6.83K
+ 873.88%
$264.74 - $369.57 $1.81M - $2.52M
7.61K $2.51B
NVDA
Nvidia Corp

Technology
8.07K
+ 33.8%
$153.3 - $186.58 $1.24M - $1.51M
32K $5.96B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.1K
+ 287.48%
$97.75 - $100.75 $1.97M - $2.03M
27.1K $2.72B
IEFA
Ishares Tr

ETFs
20.3K
+ 65.09%
$81.7 - $87.53 $1.66M - $1.78M
51.5K $4.5B
GOOG
Alphabet Inc.

Communication Services
6.24K
+ 124.46%
$175.16 - $255.24 $1.09M - $1.59M
11.3K $2.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.24K
+ 110.54%
$459.11 - $506.91 $1.49M - $1.64M
6.18K $3.1B
MSFT
Microsoft Corp

Technology
2.97K
+ 75.43%
$491.09 - $535.64 $1.46M - $1.59M
6.9K $3.57B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
71.1K
+ 115.24%
$19.44 - $20.43 $1.38M - $1.45M
133K $2.7B
PANW
Palo Alto Networks Inc

Technology
4.98K
New
$167.06 - $208.19 $833K - $1.04M
4.98K $1.01B
IVV
Ishares Core S&P 500 ETF

ETFs
1.17K
+ 47.5%
$620.67 - $670.08 $724K - $782K
3.62K $2.43B
GLD
Spdr Gold Trust

ETFs
990
+ 9.99%
$300.96 - $355.47 $298K - $352K
10.9K $3.87B
JNJ
Johnson & Johnson

Healthcare
3.86K
+ 107.82%
$155.17 - $185.42 $599K - $716K
7.44K $1.38B
GS
Goldman Sachs Group Inc

Financial Services
889
+ 79.38%
$696.56 - $806.32 $619K - $717K
2.01K $1.6B
JPM
Jpmorgan Chase & CO

Financial Services
2.19K
+ 47.69%
$282.78 - $316.06 $619K - $692K
6.78K $2.14B
AMZN
Amazon Com Inc

Consumer Cyclical
3.26K
+ 11.6%
$211.65 - $238.24 $689K - $776K
31.3K $6.88B
MA
Mastercard Inc

Financial Services
1.2K
New
$550.18 - $598.96 $662K - $721K
1.2K $684M
BK
Bank Of New York Mellon Corp

Financial Services
6.13K
New
$90.65 - $109.75 $556K - $673K
6.13K $668M
AXP
American Express CO

Financial Services
1.84K
+ 136.5%
$294.27 - $342.31 $541K - $630K
3.19K $1.06B
UNP
Union Pacific Corp

Industrials
2.28K
+ 64.52%
$214.91 - $237.16 $490K - $541K
5.81K $1.37B
META
Meta Platforms, Inc.

Communication Services
744
+ 75.53%
$695.21 - $791.73 $517K - $589K
1.73K $1.27B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.15K
New
$420.11 - $472.68 $485K - $545K
1.15K $541M
LLY
Eli Lilly & CO

Healthcare
732
+ 46.01%
$625.65 - $812.69 $458K - $595K
2.32K $1.77B
HD
Home Depot, Inc.

Consumer Cyclical
1.3K
New
$357.4 - $423.42 $464K - $550K
1.3K $526M
IAUM
I Shares Gold Trust Micro

ETFs
10.2K
+ 45.54%
$32.6 - $38.5 $332K - $392K
32.5K $1.25B
HON
Honeywell International Inc

Industrials
2.36K
New
$207.7 - $240.4 $490K - $567K
2.36K $497M
NXPI
Nxp Semiconductors N.V.

Technology
2.07K
New
$205.16 - $239.07 $424K - $494K
2.07K $473M
ZS
Zscaler, Inc.

Technology
1.56K
New
$267.68 - $316.5 $419K - $495K
1.56K $469M
NOW
Service Now, Inc.

Technology
504
New
$850.86 - $1044.69 $429K - $527K
504 $464M
NFLX
Netflix Inc

Communication Services
372
New
$1147.87 - $1297.18 $427K - $483K
372 $446M
TMO
Thermo Fisher Scientific Inc.

Healthcare
831
+ 160.74%
$404.94 - $499.99 $337K - $415K
1.35K $654M
CB
Chubb LTD

Financial Services
1.48K
New
$265.99 - $289.59 $394K - $429K
1.48K $419M
ERET
Ishares Tr Environmentally Awa
14.5K
+ 186.25%
N/A
22.3K $615M
SNPS
Synopsys Inc

Technology
801
New
$387.78 - $645.35 $311K - $517K
801 $395M
Brookfield Corp
5.76K
New
N/A
5.76K $395M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.98K
+ 26.07%
$98.53 - $107.1 $294K - $319K
14.4K $1.51B
PEP
Pepsico Inc

Consumer Defensive
2.47K
+ 65.96%
$133.81 - $152.16 $331K - $376K
6.22K $874M
ABT
Abbott Laboratories

Healthcare
2.66K
New
$120.51 - $136.62 $320K - $363K
2.66K $356M
QQQ
Invesco Qqq Trust, Series 1

ETFs
158
+ 2.99%
$546.99 - $602.2 $86.4K - $95.1K
5.44K $3.27B
Lam Research Corp
174
+ 1.94%
N/A
9.16K $1.23B
MRK
Merck & Co., Inc.

Healthcare
4.02K
New
$77.6 - $87.37 $312K - $351K
4.02K $341M
COST
Costco Wholesale Corp

Consumer Defensive
418
+ 57.73%
$915.95 - $994.57 $383K - $416K
1.14K $1.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
328
+ 13.85%
$617.65 - $666.84 $203K - $219K
2.7K $1.8B
DIS
Walt Disney CO

Communication Services
3.42K
+ 55.97%
$112.25 - $124.0 $384K - $424K
9.53K $1.09B
ETN
Eaton Corp PLC

Industrials
847
New
$342.99 - $392.76 $291K - $333K
847 $317M
ADBE
Adobe Inc.

Technology
897
New
$333.65 - $392.1 $299K - $352K
897 $316M
NKE
Nike, Inc.

Consumer Cyclical
4.46K
New
$69.24 - $79.24 $309K - $353K
4.46K $313M
DHR
Danaher Corp

Healthcare
1.47K
New
$181.46 - $212.2 $266K - $311K
1.47K $291M
Activity Summary
Buys All Purchases 720 New Holdings 647 Increased Positions 73 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Westfuller Advisors, LLC Portfolio

Follow Westfuller Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westfuller Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westfuller Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email