Westfuller Advisors, LLC Purchases and Sells in Q1 2025

Westfuller Advisors, LLC

$150 Billion
Q1 2025

Top Buys

Incresed Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESGV	77.9K + 360.77%	$96.93 - $109.51 $7.55M - $8.53M	99.4K $9.74B
EAGG	132K + 329.52%	$45.92 - $47.58 $6.08M - $6.3M	173K $8.19B
VSGX	68.4K + 116.71%	$55.47 - $61.45 $3.8M - $4.21M	127K $7.49B
SGOV	21K + 13.65%	$100.34 - $100.68 $2.11M - $2.11M	175K $17.6B
GLD	86 + 0.98%	$243.19 - $288.14 $20.9K - $24.8K	8.9K $2.56B
VMBS	7.23K + 18.67%	$44.68 - $46.49 $323K - $336K	46K $2.13B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ESML	44.2K New	$37.84 - $44.02 $1.67M - $1.95M	44.2K $1.7B
SHV	8.76K New	$110.11 - $110.51 $964K - $968K	8.76K $967M
BGRN	8.09K New	$46.26 - $47.48 $374K - $384K	8.09K $383M
IEF	3.96K New	$91.17 - $95.39 $361K - $378K	3.96K $378M
LLY	317 New	$725.72 - $929.72 $230K - $295K	317 $262M
ECL	1.02K New	$229.72 - $269.82 $235K - $276K	1.02K $259M

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-13.4K - 83.42%	$554.06 - $615.85 $7.44M - $8.27M	2.67K $1.5B
AGG	-80.5K - 80.7%	$95.85 - $99.25 $7.71M - $7.99M	19.3K $1.9B
VUG	-12.7K - 91.44%	$369.1 - $427.61 $4.7M - $5.45M	1.19K $442M
IEFA	-39.8K - 40.43%	$69.57 - $78.65 $2.77M - $3.13M	58.7K $4.44B
VTWO	-20.7K - 79.71%	$80.08 - $92.93 $1.66M - $1.93M	5.27K $425M
DGRO	-2.25K - 6.36%	$60.46 - $64.42 $136K - $145K	33.2K $2.05B

Activity Summary All Purchases 74 New Holdings 14 Increased Positions 60 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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