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.

Portfolio value $139 Billion
ETFs: $122 Billion
Technology: $10.2 Billion
Communication Services: $2.25 Billion
Financial Services: $1.41 Billion
Consumer Cyclical: $924 Million
Industrials: $260 Million
Consumer Defensive: $238 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$636 Million 0.46% of portfolio
7,697
Q3 2024 New
$4.51B
$559 Million 0.4% of portfolio
17,871
Q3 2024 New
$0
$508 Million 0.36% of portfolio
6,187
Q3 2024 New
$0
$495 Million 0.36% of portfolio
2,487
Q3 2024 New
$0
$505 Million 0.36% of portfolio
8,353
Q3 2024 New
$1.11T
$485 Million 0.35% of portfolio
2,901
Q3 2024 New
$0
$494 Million 0.35% of portfolio
5,936
Q3 2024 New
$0
$457 Million 0.33% of portfolio
1,190
Q3 2024 New
$500B
$437 Million 0.31% of portfolio
1,589
Q3 2024 New
$0
$416 Million 0.3% of portfolio
1,467
Q3 2024 New
$0
$410 Million 0.29% of portfolio
12,346
Q3 2024 New
$0
$406 Million 0.29% of portfolio
4,548
Q3 2024 New
$0
$362 Million 0.26% of portfolio
4,820
Q3 2024 New
$0
$352 Million 0.25% of portfolio
2,324
Q3 2024 New
$0
$350 Million 0.25% of portfolio
3,173
Q3 2024 New
$0
$354 Million 0.25% of portfolio
3,292
Q3 2024 New
$0
$297 Million 0.21% of portfolio
2,196
Q3 2024 New
$1.04T
$275 Million 0.2% of portfolio
1,576
Q3 2024 New
$311B
$280 Million 0.2% of portfolio
1,021
Q3 2024 New
$62.7B
$260 Million 0.19% of portfolio
1,047
Q3 2024 New
$0
$270 Million 0.19% of portfolio
7,351
Q3 2024 New
$0
$265 Million 0.19% of portfolio
2,212
Q3 2024 New
$1.33T
$243 Million 0.17% of portfolio
424
Q3 2024 New
$405B
$238 Million 0.17% of portfolio
268
Q3 2024 New
$0
$226 Million 0.16% of portfolio
2,566
Q3 2024 New
$0
$218 Million 0.16% of portfolio
4,565
Q3 2024 New
$0
$205 Million 0.15% of portfolio
3,156
Q3 2024 New
$938B
$205 Million 0.15% of portfolio
783
Q3 2024 New
$190B
$207 Million 0.15% of portfolio
333
Q3 2024 New
$0
$212 Million 0.15% of portfolio
362
Q3 2024 New
$0
$27.5 Million 0.02% of portfolio
10,110
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $139 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 82 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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