Westfuller Advisors, LLC Incresed Positions in Q3 2025

Westfuller Advisors, LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
9.76K
+ 46.51%
$202.38 - $256.87 $1.98M - $2.51M
30.7K $7.83B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
142K
+ 115.75%
$22.64 - $23.22 $3.22M - $3.31M
265K $6.13B
AVGO
Broadcom Inc.

Technology
6.83K
+ 873.88%
$264.74 - $369.57 $1.81M - $2.52M
7.61K $2.51B
NVDA
Nvidia Corp

Technology
8.07K
+ 33.8%
$153.3 - $186.58 $1.24M - $1.51M
32K $5.96B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
20.1K
+ 287.48%
$97.75 - $100.75 $1.97M - $2.03M
27.1K $2.72B
IEFA
Ishares Tr

ETFs
20.3K
+ 65.09%
$81.7 - $87.53 $1.66M - $1.78M
51.5K $4.5B
GOOG
Alphabet Inc.

Communication Services
6.24K
+ 124.46%
$175.16 - $255.24 $1.09M - $1.59M
11.3K $2.74B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.24K
+ 110.54%
$459.11 - $506.91 $1.49M - $1.64M
6.18K $3.1B
MSFT
Microsoft Corp

Technology
2.97K
+ 75.43%
$491.09 - $535.64 $1.46M - $1.59M
6.9K $3.57B
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
71.1K
+ 115.24%
$19.44 - $20.43 $1.38M - $1.45M
133K $2.7B
IVV
Ishares Core S&P 500 ETF

ETFs
1.17K
+ 47.5%
$620.67 - $670.08 $724K - $782K
3.62K $2.43B
GLD
Spdr Gold Trust

ETFs
990
+ 9.99%
$300.96 - $355.47 $298K - $352K
10.9K $3.87B
JNJ
Johnson & Johnson

Healthcare
3.86K
+ 107.82%
$155.17 - $185.42 $599K - $716K
7.44K $1.38B
GS
Goldman Sachs Group Inc

Financial Services
889
+ 79.38%
$696.56 - $806.32 $619K - $717K
2.01K $1.6B
JPM
Jpmorgan Chase & CO

Financial Services
2.19K
+ 47.69%
$282.78 - $316.06 $619K - $692K
6.78K $2.14B
AMZN
Amazon Com Inc

Consumer Cyclical
3.26K
+ 11.6%
$211.65 - $238.24 $689K - $776K
31.3K $6.88B
AXP
American Express CO

Financial Services
1.84K
+ 136.5%
$294.27 - $342.31 $541K - $630K
3.19K $1.06B
UNP
Union Pacific Corp

Industrials
2.28K
+ 64.52%
$214.91 - $237.16 $490K - $541K
5.81K $1.37B
META
Meta Platforms, Inc.

Communication Services
744
+ 75.53%
$695.21 - $791.73 $517K - $589K
1.73K $1.27B
LLY
Eli Lilly & CO

Healthcare
732
+ 46.01%
$625.65 - $812.69 $458K - $595K
2.32K $1.77B
IAUM
I Shares Gold Trust Micro

ETFs
10.2K
+ 45.54%
$32.6 - $38.5 $332K - $392K
32.5K $1.25B
TMO
Thermo Fisher Scientific Inc.

Healthcare
831
+ 160.74%
$404.94 - $499.99 $337K - $415K
1.35K $654M
ERET
Ishares Tr Environmentally Awa
14.5K
+ 186.25%
N/A
22.3K $615M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
2.98K
+ 26.07%
$98.53 - $107.1 $294K - $319K
14.4K $1.51B
PEP
Pepsico Inc

Consumer Defensive
2.47K
+ 65.96%
$133.81 - $152.16 $331K - $376K
6.22K $874M
QQQ
Invesco Qqq Trust, Series 1

ETFs
158
+ 2.99%
$546.99 - $602.2 $86.4K - $95.1K
5.44K $3.27B
Lam Research Corp
174
+ 1.94%
N/A
9.16K $1.23B
COST
Costco Wholesale Corp

Consumer Defensive
418
+ 57.73%
$915.95 - $994.57 $383K - $416K
1.14K $1.06B
SPY
Spdr S&P 500 ETF Trust

ETFs
328
+ 13.85%
$617.65 - $666.84 $203K - $219K
2.7K $1.8B
DIS
Walt Disney CO

Communication Services
3.42K
+ 55.97%
$112.25 - $124.0 $384K - $424K
9.53K $1.09B
VNQ
Vanguard Specialized Funds Van

ETFs
2.5K
+ 29.89%
$88.47 - $93.24 $221K - $233K
10.9K $994M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.99K
+ 121.37%
$65.64 - $78.22 $262K - $312K
7.27K $488M
V
Visa Inc.

Financial Services
726
+ 36.67%
$332.09 - $358.86 $241K - $261K
2.71K $924M
ACN
Accenture PLC

Technology
1.02K
+ 151.27%
$232.56 - $304.78 $236K - $309K
1.69K $416M
ADP
Automatic Data Processing Inc

Industrials
744
+ 111.54%
$288.69 - $310.94 $215K - $231K
1.41K $416M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.49K
+ 6.39%
$78.11 - $79.07 $194K - $197K
41.4K $3.27B
INTU
Intuit Inc

Technology
332
+ 97.94%
$646.03 - $807.39 $214K - $268K
671 $458M
CSCO
Cisco Systems, Inc.

Technology
2.76K
+ 89.41%
$66.2 - $71.79 $183K - $198K
5.85K $400M
ECL
Ecolab Inc.

Basic Materials
628
+ 69.24%
$259.39 - $285.47 $163K - $179K
1.54K $421M
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.24K
+ 3.53%
$40.43 - $44.52 $50K - $55.1K
36.3K $1.6B
VTI
Vanguard Total Stock Market Et

ETFs
9
+ 0.14%
$303.93 - $329.86 $2.74K - $2.97K
6.23K $2.05B
DGRO
Ishares Core Dividend Growth E

ETFs
181
+ 0.55%
$64.12 - $68.08 $11.6K - $12.3K
33.3K $2.27B
VTWO
Vanguard Russell 2000 ETF

ETFs
770
+ 14.47%
$86.92 - $99.32 $66.9K - $76.5K
6.09K $596M
TJX
Tjx Companies Inc

Consumer Cyclical
653
+ 37.49%
$121.35 - $144.54 $79.2K - $94.4K
2.4K $346M
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
2.95K
+ 0.96%
$21.91 - $22.57 $64.7K - $66.7K
311K $6.98B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
123
+ 0.49%
$68.24 - $73.73 $8.39K - $9.07K
25.3K $1.86B
NYF
Ishares New York Muni Bond ETF

ETFs
1.75K
+ 12.69%
$51.6 - $53.44 $90K - $93.3K
15.5K $827M
CMF
Ishares California Muni Bond E

ETFs
335
+ 0.52%
$55.16 - $57.13 $18.5K - $19.1K
64.8K $3.7B
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
694
+ 2.33%
$33.05 - $35.83 $22.9K - $24.9K
30.5K $1.09B
Activity Summary
Buys All Purchases 720 New Holdings 647 Increased Positions 73 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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