Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC

$139 Billion
Q3 2024

Westfuller Advisors, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $15.2B, Ishares Core U.S. Aggregate Bo with a value of $8.98B, Ishares Core S&P 500 ETF with a value of $8.34B, Vanguard Index Fds S&P 500 ETF with a value of $7.65B, and Nuveen Esg U.S. Aggregate Bond with a value of $6.78B.

Examining the 13F form we can see an increase of $139B in the current position value.

Westfuller Advisors, LLC is based out at New York, NY

Below you can find more details about Westfuller Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion

ETFs: $122 Billion

Technology: $10.2 Billion

Communication Services: $2.25 Billion

Financial Services: $1.41 Billion

Consumer Cyclical: $924 Million

Industrials: $260 Million

Consumer Defensive: $238 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$15.2 Billion 10.94% of portfolio	151,343	Q3 2024 New
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$8.98 Billion 6.45% of portfolio	88,685	Q3 2024 New
IVV Ishares Core S&P 500 ETF ETFs	$0	$8.34 Billion 5.99% of portfolio	14,465	Q3 2024 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$7.65 Billion 5.49% of portfolio	14,455	Q3 2024 New
NUBD Nuveen Esg U.S. Aggregate Bond ETFs	$0	$6.78 Billion 4.86% of portfolio	298,528	Q3 2024 New
IEFA Ishares Tr ETFs	$0	$6.1 Billion 4.38% of portfolio	78,152	Q3 2024 New
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$3.76 Billion 2.7% of portfolio	61,201	Q3 2024 New
CMF Ishares California Muni Bond E ETFs	$0	$3.75 Billion 2.69% of portfolio	64,448	Q3 2024 New
CHGX Investment Managers Ser Tr Ii ETFs	$0	$3.44 Billion 2.47% of portfolio	89,330	Q3 2024 New
WOMN Impact Shs Fds I Tr Ywca Women ETFs	$0	$3.31 Billion 2.37% of portfolio	85,549	Q3 2024 New
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.08 Billion 2.21% of portfolio	39,249	Q3 2024 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$3.03 Billion 2.17% of portfolio	38,469	Q3 2024 New
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$2.48 Billion 1.78% of portfolio	5,065	Q3 2024 New
DGRO Ishares Core Dividend Growth E ETFs	$0	$2.48 Billion 1.78% of portfolio	39,535	Q3 2024 New
GLD Spdr Gold Trust ETFs	$83.5B	$2.32 Billion 1.66% of portfolio	9,537	Q3 2024 New
DMXF Ishares Esg Advanced Msci Eafe Technology	$0	$2.19 Billion 1.57% of portfolio	30,431	Q3 2024 New
ESGV Vanguard World Fd Esg U.S. Sto ETFs	$0	$2.18 Billion 1.56% of portfolio	21,444	Q3 2024 New
VTWO Vanguard Russell 2000 ETF ETFs	$0	$1.97 Billion 1.42% of portfolio	22,058	Q3 2024 New
EAGG Ishares Esg Aware U.S. Aggrega ETFs	$0	$1.93 Billion 1.38% of portfolio	39,668	Q3 2024 New
IGRO Ishares Tr International Divid ETFs	$0	$1.87 Billion 1.34% of portfolio	25,086	Q3 2024 New
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.8 Billion 1.29% of portfolio	31,828	Q3 2024 New
VTI Vanguard Total Stock Market Et ETFs	$0	$1.74 Billion 1.25% of portfolio	6,140	Q3 2024 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.71 Billion 1.23% of portfolio	13,369	Q3 2024 New
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.58 Billion 1.14% of portfolio	24,478	Q3 2024 New
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$1.53 Billion 1.1% of portfolio	37,095	Q3 2024 New
NUSC Nuveen Esg Small Cap ETF ETFs	$0	$1.43 Billion 1.03% of portfolio	33,484	Q3 2024 New
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$1.36 Billion 0.97% of portfolio	13,240	Q3 2024 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.3 Billion 0.93% of portfolio	2,253	Q3 2024 New
JSTC Tidal ETF Tr Adasina Social Ju ETFs	$0	$1.1 Billion 0.79% of portfolio	58,373	Q3 2024 New
NACP Impact Shs Fds I Tr Naacp Mino ETFs	$0	$1.08 Billion 0.78% of portfolio	26,150	Q3 2024 New
VXF Vanguard Extended Market ETF ETFs	$0	$987 Million 0.71% of portfolio	5,407	Q3 2024 New
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$996 Million 0.71% of portfolio	26,447	Q3 2024 New
BNDX Vanguard Total International B ETFs	$0	$970 Million 0.7% of portfolio	19,295	Q3 2024 New
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$967 Million 0.69% of portfolio	41,227	Q3 2024 New
TIP Ishares Tr Tips Bd ETF ETFs	$0	$921 Million 0.66% of portfolio	8,337	Q3 2024 New
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$866 Million 0.62% of portfolio	18,339	Q3 2024 New
NUEM Nuveen Esg Emerging Markets Eq ETFs	$0	$823 Million 0.59% of portfolio	26,520	Q3 2024 New
VEU Vanguard Ftse All World Ex Us ETFs	$0	$792 Million 0.57% of portfolio	12,570	Q3 2024 New
VNQ Vanguard Specialized Funds Van ETFs	$0	$696 Million 0.5% of portfolio	7,082	Q3 2024 New
SUSB Ishares Tr Ishares Esg Aware 1 ETFs	$0	$701 Million 0.5% of portfolio	27,842	Q3 2024 New
IWM Ishares Russell 2000 ETF ETFs	$0	$684 Million 0.49% of portfolio	3,096	Q3 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$669 Million 0.48% of portfolio	7,282	Q3 2024 New
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$648 Million 0.47% of portfolio	6,606	Q3 2024 New
NULG Nuveen Esg Large Cap Growth Et ETFs	$0	$636 Million 0.46% of portfolio	7,697	Q3 2024 New
REGL Proshares Tr S&P Midcap 400 Di ETFs	$0	$508 Million 0.36% of portfolio	6,187	Q3 2024 New
VIG Vanguard Dividend Appreciation ETFs	$0	$495 Million 0.36% of portfolio	2,487	Q3 2024 New
VGIT Vanguard Intermediate Term Tre ETFs	$0	$505 Million 0.36% of portfolio	8,353	Q3 2024 New
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$494 Million 0.35% of portfolio	5,936	Q3 2024 New
VUG Vanguard Growth ETF ETFs	$0	$457 Million 0.33% of portfolio	1,190	Q3 2024 New
VHT Vanguard Health Care ETF ETFs	$0	$416 Million 0.3% of portfolio	1,467	Q3 2024 New

Summary

Portfolio
No. of Stocks 82
Current Value $139 Billion
Filing
Period Q3 2024
Filing Date November 07, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 82 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

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Westfuller Advisors, LLC Portfolio Holdings