Westfuller Advisors, LLC Portfolio Holdings by Sector

Westfuller Advisors, LLC

$220 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SGOV VOO NUBD GOVT VSGX ESGV IEFA GLD 152 stocks	$123 Million 58.37% of portfolio	122	24	88	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO NXPI TSM ADI INTC MU AMD 20 stocks	$10.3 Million 4.91% of portfolio	20	-	16	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL SONO 2 stocks	$7.83 Million 3.72% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI EBAY ETSY W 5 stocks	$7.25 Million 3.45% of portfolio	4	-	3	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META SPOT PINS MTCH DASH 7 stocks	$6.54 Million 3.11% of portfolio	7	-	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW ZS SNPS ADBE CRWD FTNT ORCL 16 stocks	$6.49 Million 3.09% of portfolio	14	-	13	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ MRK NVS ABBV GILD AZN AMGN 13 stocks	$4.35 Million 2.07% of portfolio	13	-	11	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V MA PYPL ORCC COF SYF 7 stocks	$3.24 Million 1.54% of portfolio	7	-	4	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B AIG HIG 3 stocks	$3.15 Million 1.5% of portfolio	3	-	2	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BBVA C BAC WFC NU HSBC BMO 10 stocks	$2.48 Million 1.18% of portfolio	10	-	9	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS WMG NFLX ROKU WBD FOX LYV 7 stocks	$2.39 Million 1.14% of portfolio	6	-	5	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYC 2 stocks	$2.15 Million 1.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW INTU CRM DUOL CDNS ADSK UBER DDOG 20 stocks	$2.14 Million 1.02% of portfolio	19	-	17	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC WAB CSX 4 stocks	$1.77 Million 0.84% of portfolio	4	-	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW MS HLI RJF EVR IBKR 7 stocks	$1.75 Million 0.83% of portfolio	7	-	6	-	0 Calls 0 Puts
Asset Management \| Financial Services BK JHG ARCC AMP BXSL NIE QQQX USA 21 stocks	$1.24 Million 0.59% of portfolio	21	-	21	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN ROP CMI EMR XYL PNR NPO GNRC 18 stocks	$1.22 Million 0.58% of portfolio	18	-	18	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX YUM MCD DRI 4 stocks	$1.2 Million 0.57% of portfolio	4	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR IDXX A CRL DGX WAT MTD 8 stocks	$1.18 Million 0.56% of portfolio	8	-	7	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT DLTR TGT OLLI 5 stocks	$1.09 Million 0.52% of portfolio	5	-	4	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO KOF CCEP KDP 5 stocks	$1.09 Million 0.52% of portfolio	5	-	4	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO NEE PEG XEL EXC D AEP IDA 8 stocks	$828,695 0.39% of portfolio	8	-	8	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK EW BSX MDT PHG STE DXCM 12 stocks	$794,946 0.38% of portfolio	12	-	12	-	0 Calls 0 Puts
Telecom Services \| Communication Services CMCSA VZ VIV TMUS LBRDK T LUMN VOD 10 stocks	$719,078 0.34% of portfolio	10	-	9	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM FISV BR FIS CACI IT 7 stocks	$690,585 0.33% of portfolio	7	-	6	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials AVAV RTX GD AIR NOC LMT BA ACHR 9 stocks	$684,942 0.33% of portfolio	8	-	8	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$673,617 0.32% of portfolio	2	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO HPE CIEN NOK MSI ZBRA BDC 7 stocks	$672,486 0.32% of portfolio	7	-	5	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL LYB DD APD ALB SHW AVNT NGVT 9 stocks	$632,756 0.3% of portfolio	9	-	8	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB PGR ALL CINF TRV WRB PLMR 7 stocks	$531,344 0.25% of portfolio	7	-	7	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$496,560 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$450,793 0.21% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT DLR EQIX IRM CCI LAMR WY 7 stocks	$448,065 0.21% of portfolio	7	-	7	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM CASY BBY AAP BBWI ORLY TSCO RH 9 stocks	$429,748 0.2% of portfolio	9	-	9	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ASML KLAC 3 stocks	$425,850 0.2% of portfolio	3	-	3	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT JCI CARR FBHS LII JBI 6 stocks	$374,237 0.18% of portfolio	6	-	6	-	0 Calls 0 Puts
Gold \| Basic Materials NEM HL 2 stocks	$364,088 0.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX AEO BOOT LULU GPS 5 stocks	$355,390 0.17% of portfolio	5	-	4	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive UL CL PG EL CHD CLX IPAR 7 stocks	$351,835 0.17% of portfolio	7	-	7	-	0 Calls 0 Puts
Engineering & Construction \| Industrials TPC FLR STRL EME FIX KBR MYRG IESC 8 stocks	$328,660 0.16% of portfolio	8	-	8	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ DEO 2 stocks	$320,624 0.15% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy PBR CVX TTE BP XOM SHEL 6 stocks	$314,263 0.15% of portfolio	6	-	6	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$312,579 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI MCO CME NDAQ CBOE MSCI 6 stocks	$311,095 0.15% of portfolio	6	-	6	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD IIPR EXR PLYM STAG 5 stocks	$293,178 0.14% of portfolio	5	-	5	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU UNM AFL MET BHF 5 stocks	$287,612 0.14% of portfolio	5	-	5	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX HOLX RMD TFX WST ICUI MMSI 10 stocks	$285,096 0.14% of portfolio	10	-	10	-	0 Calls 0 Puts
Building Materials \| Basic Materials VMC CX 2 stocks	$271,256 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG NCLH EXPE ABNB 4 stocks	$263,608 0.13% of portfolio	4	-	4	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities BKH NWE HE BIP 4 stocks	$262,745 0.12% of portfolio	4	-	4	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services EA TTWO 2 stocks	$256,211 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB PNC USB TFC KEY FITB HBAN RF 16 stocks	$250,694 0.12% of portfolio	16	-	16	-	0 Calls 0 Puts
Computer Hardware \| Technology NTAP DELL WDC HPQ STX LOGI IONQ DDD 8 stocks	$235,742 0.11% of portfolio	8	-	8	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV UNH CVS CNC CI 5 stocks	$226,776 0.11% of portfolio	5	-	5	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$224,896 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials R URI UHAL 3 stocks	$223,327 0.11% of portfolio	3	-	3	-	0 Calls 0 Puts
Silver \| Basic Materials PAAS 1 stocks	$218,952 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL VTR PEAK SBRA 4 stocks	$196,292 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy RRC SJT EOG MGY OXY MTDR SM 7 stocks	$193,332 0.09% of portfolio	6	-	6	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AON MMC AJG WTW 4 stocks	$189,033 0.09% of portfolio	4	-	4	-	0 Calls 0 Puts
Medical Distribution \| Healthcare CAH MCK HSIC 3 stocks	$177,850 0.08% of portfolio	3	-	3	-	0 Calls 0 Puts
Real Estate Services \| Real Estate CBRE CSGP 2 stocks	$177,240 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities NI 1 stocks	$169,911 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW FAST POOL AIT 4 stocks	$165,879 0.08% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy INSW LNG OKE WMB KMI 5 stocks	$159,710 0.08% of portfolio	5	-	5	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology FTV KEYS GRMN VNT ESE 5 stocks	$147,547 0.07% of portfolio	5	-	5	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RACE LI TM RIVN F 6 stocks	$139,799 0.07% of portfolio	6	-	6	-	0 Calls 0 Puts
Airlines \| Industrials ALK LUV 2 stocks	$135,482 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$125,045 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials EXPD CHRW UPS 3 stocks	$122,101 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Consulting Services \| Industrials TRU VRSK HURN 3 stocks	$116,753 0.06% of portfolio	3	-	3	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$106,040 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$104,620 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI HUBB VRT ATKR 4 stocks	$100,263 0.05% of portfolio	4	-	4	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS PBH VTRS 3 stocks	$100,074 0.05% of portfolio	3	-	3	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical HOG THO 2 stocks	$83,627 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Steel \| Basic Materials CLF STLD 2 stocks	$73,984 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO BTI 3 stocks	$68,248 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO VRTX LGND VKTX 4 stocks	$61,939 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI PHM LEN NVR IBP 5 stocks	$61,347 0.03% of portfolio	5	-	5	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services MGNI DLX 2 stocks	$60,623 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$59,018 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology GLW FN BHE 3 stocks	$58,252 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK CWT WTRG 3 stocks	$57,688 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials MOS SMG CTVA 3 stocks	$57,222 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE PCAR CAT 3 stocks	$56,238 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Solar \| Technology FSLR ENPH 2 stocks	$52,257 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive DOLE 1 stocks	$48,697 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Aluminum \| Basic Materials AA 1 stocks	$35,032 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF MTG NMIH 3 stocks	$27,839 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive SJM MKC GIS LW POST LANC BRBR BYND 8 stocks	$26,954 0.01% of portfolio	8	-	8	-	0 Calls 0 Puts
Trucking \| Industrials HTLD SAIA 2 stocks	$24,647 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Financial Conglomerates \| Financial Services VOYA 1 stocks	$23,454 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials RSG WCN CWST 3 stocks	$22,689 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Copper \| Basic Materials SCCO FCX 2 stocks	$20,396 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA ENSG AMEH 3 stocks	$19,747 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical TPR 1 stocks	$19,622 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG O KRG 3 stocks	$17,466 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials RIO BHP MTRN TECK 4 stocks	$16,195 0.01% of portfolio	4	-	4	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive UNFI SYY 2 stocks	$14,682 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT MCG MAR 3 stocks	$12,041 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical ROL 1 stocks	$11,268 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical KTB RL GIII VFC 4 stocks	$10,624 0.01% of portfolio	4	-	4	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$9,893 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$9,247 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Residential \| Real Estate MAA 1 stocks	$8,655 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Marine Shipping \| Industrials DAC KEX 2 stocks	$7,675 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX VVV DK 3 stocks	$7,107 0.0% of portfolio	3	-	3	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive TAP BUD 2 stocks	$7,020 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Hotel & Motel \| Real Estate HST 1 stocks	$7,009 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$6,238 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical MOD DAN 2 stocks	$6,075 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Security & Protection Services \| Industrials ALLE NSSC 2 stocks	$5,993 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS MTN 2 stocks	$5,316 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Metal Fabrication \| Industrials MLI 1 stocks	$3,472 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Health Information Services \| Healthcare PGNY 1 stocks	$3,379 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical BALL 1 stocks	$2,830 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS 1 stocks	$2,815 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Office \| Real Estate BXP 1 stocks	$2,262 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials FSS 1 stocks	$2,137 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Business Equipment & Supplies \| Industrials EBF 1 stocks	$1,737 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Electronics & Computer Distribution \| Technology NSIT 1 stocks	$1,279 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy OII 1 stocks	$1,211 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KMX 1 stocks	$942 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Lumber & Wood Production \| Basic Materials UFPI 1 stocks	$625 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW ASIX 2 stocks	$545 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy PTEN 1 stocks	$515 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive CHGG 1 stocks	$45 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Westfuller Advisors, LLC Portfolio Holdings by Sector

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