Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC has filed its 13F form on February 20, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Billion distributed in 91 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 $15.4B, Ishares Core U.S. Aggregate Bo with a value of $9.66B, Ishares Core S&P 500 ETF with a value of $9.47B, Vanguard Index Fds S&P 500 ETF with a value of $8.01B, and Ishares Tr with a value of $6.92B.

Examining the 13F form we can see an increase of $157B in the current position value, from $0 to 157B. Also it can be appreciated an additional of 12 stocks purchases and 1 closed positions.

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.