Westfuller Advisors, LLC Portfolio Holdings by Sector

Westfuller Advisors, LLC

$139 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SGOV AGG IVV VOO NUBD IEFA VSGX CMF 61 stocks	$120 Million 87.39% of portfolio	61	-	61	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4.49 Million 3.28% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$3.17 Million 2.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYC 2 stocks	$1.97 Million 1.44% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$1.69 Million 1.23% of portfolio	3	-	3	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.32 Million 0.96% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$940,892 0.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology LRCX 1 stocks	$764,092 0.56% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$719,234 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services WMG 1 stocks	$559,347 0.41% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology CRM INTU 2 stocks	$486,452 0.35% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$436,994 0.32% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$260,166 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$237,921 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$204,856 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services MIN 1 stocks	$27,500 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts

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