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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$4.49 Billion 3.23% of portfolio
19,291
Q3 2024 New
$354B
$2.89 Billion 2.08% of portfolio
23,834
Q3 2024 New
$3.11T
$1.32 Billion 0.95% of portfolio
3,067
Q3 2024 New
$1T
$965 Million 0.69% of portfolio
5,817
Q3 2024 New
$729B
$941 Million 0.68% of portfolio
4,462
Q3 2024 New
$2.01T
$719 Million 0.52% of portfolio
3,860
Q3 2024 New
$1.01T
$485 Million 0.35% of portfolio
2,901
Q3 2024 New
$507B
$437 Million 0.31% of portfolio
1,589
Q3 2024 New
$986B
$275 Million 0.2% of portfolio
1,576
Q3 2024 New
$342B
$280 Million 0.2% of portfolio
1,021
Q3 2024 New
$1.27T
$243 Million 0.17% of portfolio
424
Q3 2024 New
$427B
$238 Million 0.17% of portfolio
268
Q3 2024 New
$1.11T
$205 Million 0.15% of portfolio
783
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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