Westfuller Advisors, LLC New Holdings in Q3 2024

Westfuller Advisors, LLC

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.7K
New
$73.86 - $84.2 $569K - $648K
7.7K $636M
WMG
Warner Music Group Corp.

Communication Services
17.9K
New
$27.51 - $32.17 $492K - $575K
17.9K $559M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
6.19K
New
$72.52 - $82.35 $449K - $509K
6.19K $508M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.35K
New
$57.8 - $60.8 $483K - $508K
8.35K $505M
VIG
Vanguard Dividend Appreciation

ETFs
2.49K
New
$182.15 - $182.15 $453K - $453K
2.49K $495M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.94K
New
$81.31 - $83.29 $483K - $494K
5.94K $494M
GOOG
Alphabet Inc.

Communication Services
2.9K
New
$149.54 - $192.66 $434K - $559K
2.9K $485M
VUG
Vanguard Growth ETF

ETFs
1.19K
New
$341.08 - $391.94 $406K - $466K
1.19K $457M
V
Visa Inc.

Financial Services
1.59K
New
$253.74 - $291.56 $403K - $463K
1.59K $437M
VHT
Vanguard Health Care ETF

ETFs
1.47K
New
$261.88 - $288.1 $384K - $423K
1.47K $416M
IGV
Ishares Expanded Tech Software

ETFs
4.55K
New
$77.94 - $89.37 $354K - $406K
4.55K $406M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
4.82K
New
$69.16 - $76.64 $333K - $369K
4.82K $362M
EFG
Msci Eafe Growth ETF

ETFs
3.29K
New
$96.84 - $108.77 $319K - $358K
3.29K $354M
IYW
Ishares Dj Us Tech ETF

ETFs
2.32K
New
$133.16 - $158.73 $309K - $369K
2.32K $352M
VFH
Vanguard Financial ETF

ETFs
3.17K
New
$99.27 - $111.21 $315K - $353K
3.17K $350M
IAUM
I Shares Gold Trust Micro

ETFs
11.8K
New
$23.25 - $26.67 $274K - $314K
11.8K $309M
XLI
Industrial Sector Spdr

ETFs
2.2K
New
$120.56 - $135.44 $265K - $297K
2.2K $297M
CRM
Salesforce, Inc.

Technology
1.02K
New
$238.42 - $276.53 $243K - $282K
1.02K $280M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.58K
New
$147.95 - $191.05 $233K - $301K
1.58K $275M
HEZU
Ishares Currency Hedged Msci E

ETFs
7.35K
New
$33.46 - $37.07 $246K - $273K
7.35K $270M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.21K
New
$114.73 - $120.23 $254K - $266K
2.21K $265M
NSC
Norfolk Southern Corp

Industrials
1.05K
New
$213.75 - $259.69 $224K - $272K
1.05K $260M
META
Meta Platforms, Inc.

Communication Services
424
New
$453.41 - $572.44 $192K - $243K
424 $243M
COST
Costco Wholesale Corp

Consumer Defensive
268
New
$801.83 - $917.05 $215K - $246K
268 $238M
IYC
Ishares U.S. Consumer Discreti

ETFs
2.57K
New
$76.12 - $88.31 $195K - $227K
2.57K $226M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.57K
New
$41.9 - $48.26 $191K - $220K
4.57K $218M
VGT
Vanguard Information Technolog

ETFs
362
New
$514.43 - $606.85 $186K - $220K
362 $212M
INTU
Intuit Inc

Technology
333
New
$602.97 - $670.49 $201K - $223K
333 $207M
IYH
Ishares Tr

ETFs
3.16K
New
$60.29 - $66.38 $190K - $209K
3.16K $205M
TSLA
Tesla, Inc.

Consumer Cyclical
783
New
$191.76 - $263.26 $150K - $206K
783 $205M
MIN
Mfs Intermediate Income Trust

Financial Services
10.1K
New
$2.65 - $2.79 $26.8K - $28.2K
10.1K $27.5M
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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