Westfuller Advisors, LLC Purchases in Q3 2024

Westfuller Advisors, LLC

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
151K
New
$100.3 - $100.74 $15.2M - $15.2M
151K $15.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
88.7K
New
$96.25 - $101.98 $8.54M - $9.04M
88.7K $8.98B
IVV
Ishares Core S&P 500 ETF

ETFs
14.5K
New
$520.18 - $576.82 $7.52M - $8.34M
14.5K $8.34B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.5K
New
$475.2 - $527.7 $6.87M - $7.63M
14.5K $7.65B
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
299K
New
$21.61 - $22.87 $6.45M - $6.83M
299K $6.78B
IEFA
Ishares Tr

ETFs
78.2K
New
$70.09 - $78.74 $5.48M - $6.15M
78.2K $6.1B
AAPL
Apple Inc.

Technology
19.3K
New
$207.23 - $234.82 $4M - $4.53M
19.3K $4.49B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
61.2K
New
$55.06 - $62.25 $3.37M - $3.81M
61.2K $3.76B
CMF
Ishares California Muni Bond E

ETFs
64.4K
New
$56.65 - $58.17 $3.65M - $3.75M
64.4K $3.75B
CHGX
Investment Managers Ser Tr Ii

ETFs
89.3K
New
$34.58 - $38.49 $3.09M - $3.44M
89.3K $3.44B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
39.2K
New
$74.26 - $78.84 $2.91M - $3.09M
39.2K $3.08B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
38.5K
New
$76.38 - $78.87 $2.94M - $3.03M
38.5K $3.03B
NVDA
Nvidia Corp

Technology
23.8K
New
$98.91 - $134.91 $2.36M - $3.22M
23.8K $2.89B
DGRO
Ishares Core Dividend Growth E

ETFs
39.5K
New
$57.47 - $62.76 $2.27M - $2.48M
39.5K $2.48B
QQQ
Invesco Qqq Trust, Series 1

ETFs
5.07K
New
$434.77 - $502.96 $2.2M - $2.55M
5.07K $2.48B
GLD
Spdr Gold Trust

ETFs
9.54K
New
$215.56 - $246.98 $2.06M - $2.36M
9.54K $2.32B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
30.4K
New
$64.83 - $72.82 $1.97M - $2.22M
30.4K $2.19B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
21.4K
New
$91.37 - $101.65 $1.96M - $2.18M
21.4K $2.18B
VTWO
Vanguard Russell 2000 ETF

ETFs
22.1K
New
$81.17 - $90.77 $1.79M - $2M
22.1K $1.97B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
39.7K
New
$46.18 - $48.92 $1.83M - $1.94M
39.7K $1.93B
IGRO
Ishares Tr International Divid

ETFs
25.1K
New
$66.7 - $75.25 $1.67M - $1.89M
25.1K $1.87B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
31.8K
New
$51.29 - $56.57 $1.63M - $1.8M
31.8K $1.8B
VTI
Vanguard Total Stock Market Et

ETFs
6.14K
New
$255.18 - $283.2 $1.57M - $1.74M
6.14K $1.74B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
13.4K
New
$117.9 - $128.2 $1.58M - $1.71M
13.4K $1.71B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
24.5K
New
$58.03 - $65.37 $1.42M - $1.6M
24.5K $1.58B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
37.1K
New
$36.02 - $41.68 $1.34M - $1.55M
37.1K $1.53B
NUSC
Nuveen Esg Small Cap ETF

ETFs
33.5K
New
$38.89 - $42.97 $1.3M - $1.44M
33.5K $1.43B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
13.2K
New
$94.31 - $103.26 $1.25M - $1.37M
13.2K $1.36B
MSFT
Microsoft Corp

Technology
3.07K
New
$395.15 - $467.56 $1.21M - $1.43M
3.07K $1.32B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.25K
New
$517.38 - $573.86 $1.17M - $1.29M
2.25K $1.3B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
58.4K
New
$17.16 - $19.0 $1M - $1.11M
58.4K $1.1B
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
26.2K
New
$37.16 - $41.36 $972K - $1.08M
26.2K $1.08B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26.4K
New
$36.06 - $37.66 $954K - $996K
26.4K $996M
VXF
Vanguard Extended Market ETF

ETFs
5.41K
New
$163.98 - $182.92 $887K - $989K
5.41K $987M
BNDX
Vanguard Total International B

ETFs
19.3K
New
$48.42 - $50.35 $934K - $972K
19.3K $970M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
41.2K
New
$22.38 - $23.66 $923K - $975K
41.2K $967M
GOOGL
Alphabet Inc.

Communication Services
5.82K
New
$148.65 - $191.18 $865K - $1.11M
5.82K $965M
JPM
Jpmorgan Chase & CO

Financial Services
4.46K
New
$194.9 - $224.8 $870K - $1M
4.46K $941M
TIP
Ishares Tr Tips Bd ETF

ETFs
8.34K
New
$105.92 - $110.83 $883K - $924K
8.34K $921M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
18.3K
New
$44.9 - $47.55 $823K - $872K
18.3K $866M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
26.5K
New
$26.13 - $31.72 $693K - $841K
26.5K $823M
VEU
Vanguard Ftse All World Ex Us

ETFs
12.6K
New
$56.47 - $63.69 $710K - $801K
12.6K $792M
LRCX
Lam Research Corp

Technology
934
New
$731.56 - $1127.3 $683K - $1.05M
934 $764M
AMZN
Amazon Com Inc

Consumer Cyclical
3.86K
New
$161.02 - $200.0 $622K - $772K
3.86K $719M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
27.8K
New
$24.38 - $25.2 $679K - $702K
27.8K $701M
VNQ
Vanguard Specialized Funds Van

ETFs
7.08K
New
$82.97 - $98.97 $588K - $701K
7.08K $696M
IWM
Ishares Russell 2000 ETF

ETFs
3.1K
New
$200.87 - $224.6 $622K - $695K
3.1K $684M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7.28K
New
$91.42 - $91.82 $666K - $669K
7.28K $669M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.61K
New
$89.91 - $101.33 $594K - $669K
6.61K $648M
Activity Summary
Buys All Purchases 82 New Holdings 82 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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