Westfuller Advisors, LLC Portfolio Holdings
Westfuller Advisors, LLC
- $139 Billion
- Q3 2024
Westfuller Advisors, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 82 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 $15.2B, Ishares Core U.S. Aggregate Bo with a value of $8.98B, Ishares Core S&P 500 ETF with a value of $8.34B, Vanguard Index Fds S&P 500 ETF with a value of $7.65B, and Nuveen Esg U.S. Aggregate Bond with a value of $6.78B.
Examining the 13F form we can see an increase of $139B in the current position value.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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