Fund Holdings — Westfuller Advisors, LLC

Total Portfolio Value
$219.95M
Total Bought
$78.22M
Total Sold
$20.97M
Net Transaction
+$57.25M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES TR31,33092,256+60,9262,3329,2904.22%+6,958
APPLE INC(AAPL)20,98530,745+9,7604,3057,8293.56%+3,523
ISHARES TR
US TREAS BD ETF
122,972265,313+142,3412,8266,1342.79%+3,308
BROADCOM INC(AVGO)7817,606+6,8252152,5091.14%+2,294
NVIDIA CORPORATION(NVDA)23,88231,955+8,0733,7735,9622.71%+2,189
ISHARES TR7,00227,131+20,1296952,7201.24%+2,025
ISHARES TR
CORE MSCI EAFE
31,21751,536+20,3192,6064,5002.05%+1,894
ALPHABET INC(GOOG)5,01311,252+6,2398892,7401.25%+1,851
BERKSHIRE HATHAWAY INC DEL2,9336,175+3,2421,4253,1041.41%+1,680
MICROSOFT CORP(MSFT)3,9316,896+2,9651,9553,5721.62%+1,617
TIDAL TRUST I61,709132,824+71,1151,2212,7001.23%+1,479
ALPHABET INC(GOOG)6,41410,238+3,8241,1302,4891.13%+1,358
PALO ALTO NETWORKS INC(PANW)04,984+4,98401,0150.46%+1,015
ISHARES TR2,4573,624+1,1671,5252,4261.10%+900
SPDR GOLD TR(GLD)9,90510,895+9903,0193,8731.76%+854
JOHNSON & JOHNSON(JNJ)3,5807,440+3,8605471,3790.63%+833
GOLDMAN SACHS GROUP INC(GS)1,1202,009+8897931,6000.73%+807
JPMORGAN CHASE & CO.(JPM)4,5886,776+2,1881,3302,1370.97%+807
AMAZON COM INC(AMZN)28,07831,334+3,2566,1606,8803.13%+720
MASTERCARD INCORPORATED(MA)01,203+1,20306840.31%+684
BANK NEW YORK MELLON CORP06,133+6,13306680.30%+668
AMERICAN EXPRESS CO(AXP)1,3483,188+1,8404301,0590.48%+629
UNION PAC CORP(UNP)3,5345,814+2,2808131,3740.62%+561
META PLATFORMS INC(META)9851,729+7447271,2700.58%+543
ISHARES TR01,154+1,15405410.25%+541
ELI LILLY & CO(LLY)1,5912,323+7321,2401,7720.81%+532
HOME DEPOT INC(HD)01,298+1,29805260.24%+526
ISHARES GOLD TR(IAU)22,35932,542+10,1837381,2530.57%+515
HONEYWELL INTL INC(HON)02,359+2,35904970.23%+497
NXP SEMICONDUCTORS N V
COM
02,066+2,06604730.21%+473
ZSCALER INC(ZS)01,564+1,56404690.21%+469
SERVICENOW INC(NOW)0504+50404640.21%+464
NETFLIX INC(NFLX)0372+37204460.20%+446
THERMO FISHER SCIENTIFIC INC(TMO)5171,348+8312106540.30%+445
CHUBB LIMITED
COM
01,480+1,48004190.19%+419
ISHARES TR7,79422,310+14,5162076150.28%+407
SYNOPSYS INC(SNPS)0801+80103950.18%+395
BROOKFIELD CORP(BN)05,762+5,76203950.18%+395
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
11,44414,427+2,9831,1241,5140.69%+390
PEPSICO INC(PEP)3,7486,220+2,4724958740.40%+379
ABBOTT LABS02,655+2,65503560.16%+356
INVESCO QQQ TR5,2825,440+1582,9173,2701.49%+353
LAM RESEARCH CORP(LRCX)8,9859,159+1748771,2290.56%+352
MERCK & CO INC(MRK)04,022+4,02203410.15%+341
COSTCO WHSL CORP NEW(COST)7241,142+4187171,0570.48%+341
SPDR S&P 500 ETF TR(SPY)2,3682,696+3281,4671,8010.82%+334
DISNEY WALT CO(DIS)6,1099,528+3,4197611,0910.50%+330
EATON CORP PLC(ETN)0847+84703170.14%+317
ADOBE INC(ADBE)0897+89703160.14%+316
NIKE INC(NKE)04,457+4,45703130.14%+313
DANAHER CORPORATION(DHR)01,465+1,46502910.13%+291
STRYKER CORPORATION(SYK)0760+76002820.13%+282
PROLOGIS INC.(PLD)02,370+2,37002710.12%+271
APPLIED MATLS INC01,282+1,28202620.12%+262
AMERICAN TOWER CORP NEW(AMT)01,347+1,34702610.12%+261
ANGLOGOLD ASHANTI PLC(AU)03,698+3,69802600.12%+260
CONSTELLATION BRANDS INC(STZ)01,924+1,92402590.12%+259
TUTOR PERINI CORP(TPC)03,834+3,83402510.11%+251
VANGUARD INDEX FDS8,37210,874+2,5027469940.45%+248
TRANE TECHNOLOGIES PLC(TT)0580+58002450.11%+245
PAYPAL HLDGS INC(PYPL)3,2857,272+3,9872444880.22%+244
RTX CORPORATION(RTX)01,423+1,42302380.11%+238
ROPER TECHNOLOGIES INC(ROP)0470+47002340.11%+234
SOUTHERN CO(SO)02,400+2,40002270.10%+227
MONDELEZ INTL INC(MDLZ)03,571+3,57102250.10%+225
VISA INC(V)1,9802,706+7267039240.42%+221
PAN AMERN SILVER CORP(PAAS)05,653+5,65302190.10%+219
ACCENTURE PLC IRELAND
SHS CLASS A
6711,686+1,0152014160.19%+215
NEXTERA ENERGY INC(NEE)02,830+2,83002140.10%+214
AUTOMATIC DATA PROCESSING IN6671,411+7442074160.19%+210
NOVARTIS AG(NVS)01,628+1,62802090.09%+209
ABBVIE INC(ABBV)0898+89802080.09%+208
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0857+85702050.09%+205
VANGUARD BD INDEX FDS38,93541,424+2,4893,0643,2691.49%+205
ORACLE CORP(ORCL)0726+72602040.09%+204
BLACKROCK INC(BLK)0174+17402030.09%+203
INTERNATIONAL BUSINESS MACHS(IBM)0710+71002000.09%+200
S&P GLOBAL INC(SPGI)0411+41102000.09%+200
BROOKFIELD RENEWABLE CORP(BEPC)05,743+5,74301980.09%+198
INTUIT(INTU)339671+3322674580.21%+191
WELLTOWER INC(WELL)01,064+1,06401900.09%+190
NEWMONT CORP(NEM)02,211+2,21101860.08%+186
CISCO SYS INC(CSCO)3,0875,847+2,7602144000.18%+186
COCA COLA CO(KO)02,743+2,74301830.08%+183
CUMMINS INC(CMI)0432+43201830.08%+183
LINDE PLC(LIN)0383+38301820.08%+182
BOOKING HOLDINGS INC(BKNG)033+3301790.08%+179
ECOLAB INC(ECL)9071,535+6282454210.19%+176
NUSHARES ETF TR
NUVEEN ESG SMLCP
35,04836,285+1,2371,4281,6000.73%+172
VULCAN MATLS CO(VMC)0560+56001720.08%+172
VANGUARD INDEX FDS0577+57701720.08%+172
CARDINAL HEALTH INC(CAH)01,090+1,09001710.08%+171
NISOURCE INC(NI)03,924+3,92401700.08%+170
CBRE GROUP INC(CBRE)01,066+1,06601680.08%+168
GILEAD SCIENCES INC(GILD)01,503+1,50301670.08%+167
PRUDENTIAL FINL INC(PFH)01,608+1,60801670.08%+167
INTEL CORP(INTC)04,940+4,94001660.08%+166
EMERSON ELEC CO(EMR)01,260+1,26001650.08%+165
BANCO BILBAO VIZCAYA ARGENTA(BBVA)08,535+8,53501640.07%+164
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
01,081+1,08101630.07%+163
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Westfuller Advisors, LLC — 13F Holdings — Q3 2025 | TickerTrail