Westfuller Advisors, LLC Incresed Positions in Q1 2025

Westfuller Advisors, LLC

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
77.9K
+ 360.77%
$96.93 - $109.51 $7.55M - $8.53M
99.4K $9.74B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
132K
+ 329.52%
$45.92 - $47.58 $6.08M - $6.3M
173K $8.19B
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
68.4K
+ 116.71%
$55.47 - $61.45 $3.8M - $4.21M
127K $7.49B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
21K
+ 13.65%
$100.34 - $100.68 $2.11M - $2.11M
175K $17.6B
GLD
Spdr Gold Trust

ETFs
86
+ 0.98%
$243.19 - $288.14 $20.9K - $24.8K
8.9K $2.56B
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.23K
+ 18.67%
$44.68 - $46.49 $323K - $336K
46K $2.13B
V
Visa Inc.

Financial Services
603
+ 39.96%
$306.92 - $362.71 $185K - $219K
2.11K $740M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.08K
+ 5.28%
$73.78 - $76.59 $154K - $160K
41.6K $3.18B
IAUM
I Shares Gold Trust Micro

ETFs
2.73K
+ 11.82%
$26.29 - $31.17 $71.7K - $85K
25.8K $805M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.92K
+ 0.97%
$21.49 - $22.24 $62.7K - $64.9K
305K $6.76B
WMG
Warner Music Group Corp.

Communication Services
5.01K
+ 27.88%
$29.3 - $36.3 $147K - $182K
23K $720M
COST
Costco Wholesale Corp

Consumer Defensive
149
+ 57.31%
$890.62 - $1076.86 $133K - $160K
409 $387M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.48K
+ 25.65%
$91.45 - $91.75 $135K - $136K
7.25K $665M
GOOG
Alphabet Inc.

Communication Services
1.44K
+ 50.24%
$156.06 - $207.71 $225K - $299K
4.3K $672M
AMZN
Amazon Com Inc

Consumer Cyclical
1.13K
+ 29.77%
$190.26 - $242.06 $215K - $273K
4.92K $936M
VNQ
Vanguard Specialized Funds Van

ETFs
798
+ 9.37%
$85.55 - $94.34 $68.3K - $75.3K
9.31K $843M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
75
+ 0.3%
$58.01 - $64.46 $4.35K - $4.83K
25K $1.55B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.56K
+ 9.47%
$28.11 - $30.42 $72K - $77.9K
29.6K $866M
FTNT
Fortinet, Inc.

Technology
500
+ 21.98%
$92.49 - $114.57 $46.2K - $57.3K
2.78K $267M
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.07K
+ 3.82%
$32.5 - $33.3 $34.9K - $35.8K
29.2K $969M
VEU
Vanguard Ftse All World Ex Us

ETFs
40
+ 0.31%
$56.51 - $62.98 $2.26K - $2.52K
12.8K $777M
Lam Research Corp
543
+ 6.34%
N/A
9.11K $665M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17
+ 0.04%
$76.94 - $78.28 $1.31K - $1.33K
38.7K $3.03B
JPM
Jpmorgan Chase & CO

Financial Services
21
+ 0.47%
$225.19 - $279.95 $4.73K - $5.88K
4.46K $1.09B
VFH
Vanguard Financial ETF

ETFs
195
+ 6.09%
$114.07 - $127.34 $22.2K - $24.8K
3.4K $406M
MSFT
Microsoft Corp

Technology
444
+ 14.64%
$375.39 - $447.2 $167K - $199K
3.48K $1.31B
TLT
Ishares Barclays 20+ Year Trea

ETFs
19
+ 0.29%
$85.29 - $92.57 $1.62K - $1.76K
6.5K $591M
VEA
Vanguard Ftse Developed Market

ETFs
30
+ 0.46%
$47.4 - $52.99 $1.42K - $1.59K
6.53K $332M
META
Meta Platforms, Inc.

Communication Services
33
+ 7.88%
$576.36 - $736.67 $19K - $24.3K
452 $260M
VGIT
Vanguard Intermediate Term Tre

ETFs
56
+ 0.69%
$57.44 - $59.4 $3.22K - $3.33K
8.19K $486M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
37
+ 0.75%
$66.9 - $71.57 $2.48K - $2.65K
4.97K $350M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
155
+ 0.55%
$24.6 - $24.99 $3.81K - $3.87K
28.1K $703M
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.49%
$58.74 - $64.87 $1.06K - $1.17K
3.68K $227M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
12
+ 0.54%
$114.57 - $118.14 $1.37K - $1.42K
2.24K $265M
XLI
Industrial Sector Spdr

ETFs
57
+ 2.61%
$128.78 - $141.67 $7.34K - $8.08K
2.24K $293M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5
+ 0.11%
$42.5 - $46.71 $213 - $234
4.68K $212M
NSC
Norfolk Southern Corp

Industrials
6
+ 0.57%
$227.69 - $259.76 $1.37K - $1.56K
1.06K $250M
Vanguard Mun Bd Fds
10
+ 0.46%
N/A
2.17K $214M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
38
+ 0.53%
$49.25 - $50.66 $1.87K - $1.93K
7.18K $356M
NYF
Ishares New York Muni Bond ETF

ETFs
64
+ 0.47%
$52.33 - $53.92 $3.35K - $3.45K
13.7K $719M
PFF
Ishares Trust Ishares Pfd And

ETFs
27
+ 0.22%
$30.73 - $32.26 $830 - $871
12.4K $382M
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
227
+ 0.26%
$37.45 - $40.88 $8.5K - $9.28K
86.1K $3.3B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
80
+ 0.28%
$55.41 - $60.74 $4.43K - $4.86K
28.9K $1.63B
VGT
Vanguard Information Technolog

ETFs
14
+ 3.86%
$542.38 - $646.34 $7.59K - $9.05K
377 $205M
VXF
Vanguard Extended Market ETF

ETFs
381
+ 7.35%
$170.36 - $201.04 $64.9K - $76.6K
5.56K $958M
SPY
Spdr S&P 500 ETF Trust

ETFs
38
+ 1.68%
$551.42 - $612.93 $21K - $23.3K
2.3K $1.29B
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.04%
$140.44 - $166.79 $140 - $167
2.33K $327M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
4
+ 0.27%
$165.25 - $224.62 $661 - $898
1.51K $252M
IWM
Ishares Russell 2000 ETF

ETFs
32
+ 1.08%
$198.1 - $229.79 $6.34K - $7.35K
2.98K $595M
Activity Summary
Buys All Purchases 74 New Holdings 14 Increased Positions 60 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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