Westfuller Advisors, LLC
CIK 2024115 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $219.9M
- Posisi
- 760
- Per tanggal
- 30 Sep. 2025 Data per Q3 2025
#6.132 dari 9.443 berdasarkan nilai 13F · top 64.9%
Nilai portofolio QoQ: +25.3% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 30,78%
- Bobot 25 kepemilikan teratas
- 52,52%
- Posisi di atas 1%
- 28
- Jumlah posisi efektif
- 66,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q3 2025: 15,11% Perkiraan pembelian $65.627.030 · penjualan $29.856.632
Kepemilikan median: 1,0 kuartal Dilacak Q4 2024–Q3 2025 · 99,6% masih dipegang
- Posisi baru
- 647
- Meningkat
- 73
- Menurun
- 25
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
13,3%
Retail
4,5%
Communication Services
4,5%
Health Care
3,3%
Financial Services
3,2%
Industrials
3,1%
Financials
1,8%
Consumer Discretionary
0,9%
Consumer Staples
0,9%
Materials
0,8%
Utilities
0,7%
Real Estate
0,5%
Communications
0,3%
Energy
0,3%
Diversified Consumer Services
0,1%
Consumer products
0,1%
Logistics & Transportation
0,1%
Telecommunication
0,1%
N/A
0,0%
Packaging
0,0%
Lainnya/Tidak terpetakan
61,4%
Portofolio lengkap 760 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $9.290.192 | 4,23% | 92.256 | $-15.575.398 | Turun ×1 | ||
| VOO | $8.434.997 | 3,84% | 13.735 | $89.112 | Turun ×2 | ||
| AAPL Apple Inc. - Common Stock | $7.828.527 | 3,56% | 30.745 | $3.523.076 | Naik ×3 | ||
| NUBD | $6.980.581 | 3,18% | 310.870 | $126.379 | Naik ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6.880.002 | 3,13% | 31.334 | $719.957 | Naik ×3 | ||
| GOVT | $6.134.038 | 2,79% | 265.313 | $3.308.132 | Naik ×3 | ||
| VSGX | $5.998.017 | 2,73% | 86.464 | $-2.356.619 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5.962.499 | 2,71% | 31.955 | $2.189.074 | Naik ×1 | ||
| ESGV | $5.667.362 | 2,58% | 47.850 | $-2.658.478 | Turun ×2 | ||
| IEFA | $4.499.644 | 2,05% | 51.536 | $1.893.650 | Naik ×1 | ||
| GLD | $3.872.936 | 1,76% | 10.895 | $853.735 | Naik ×3 | ||
| EAGG | $3.859.172 | 1,76% | 80.349 | $-3.774.865 | Turun ×2 | ||
| CMF | $3.696.098 | 1,68% | 64.798 | $102.954 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $3.571.993 | 1,62% | 6.896 | $1.616.627 | Naik ×3 | ||
| WOMN | $3.519.546 | 1,60% | 86.567 | $95.016 | Naik ×3 | ||
| CHGX Stance Sustainable Beta ETF | $3.294.483 | 1,50% | 120.660 | $-95.381 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3.269.587 | 1,49% | 5.440 | $352.515 | Naik ×1 | ||
| BSV | $3.268.784 | 1,49% | 41.424 | $204.620 | Naik ×3 | ||
| BIV | $3.171.349 | 1,44% | 40.611 | $-61.258 | Turun ×1 | ||
| BRKB | $3.104.420 | 1,41% | 6.175 | $1.679.657 | Naik ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2.740.497 | 1,25% | 11.252 | $1.851.198 | Naik ×3 | ||
| AGG | $2.719.884 | 1,24% | 27.131 | $2.025.310 | Naik ×1 | ||
| JSTC | $2.700.307 | 1,23% | 132.824 | $1.479.091 | Naik ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2.509.392 | 1,14% | 7.606 | $2.294.161 | Naik ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2.488.807 | 1,13% | 10.238 | $1.358.397 | Naik ×3 | ||
| IVV | $2.425.615 | 1,10% | 3.624 | $900.300 | Naik ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $2.372.904 | 1,08% | 31.330 | $40.729 | |||
| DGRO | $2.269.261 | 1,03% | 33.332 | $149.584 | Naik ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2.137.483 | 0,97% | 6.776 | $807.299 | Naik ×3 | ||
| VTI | $2.049.571 | 0,93% | 6.228 | $153.756 | Naik ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1.940.727 | 0,88% | 41.327 | $-219.443 | Turun ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1.856.701 | 0,84% | 25.275 | $118.982 | Naik ×3 | ||
| SPY SPY | $1.800.704 | 0,82% | 2.696 | $333.673 | Naik ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1.772.118 | 0,81% | 2.323 | $531.905 | Naik ×2 | ||
| IGRO | $1.755.206 | 0,80% | 22.031 | $-44.596 | Turun ×1 | ||
| JQUA | $1.630.569 | 0,74% | 25.919 | $-113.032 | Turun ×1 | ||
| NUSC | $1.600.188 | 0,73% | 36.285 | $172.313 | Naik ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1.599.963 | 0,73% | 2.009 | $807.415 | Naik ×1 | ||
| VYM | $1.526.741 | 0,69% | 10.832 | $-191.075 | Turun ×1 | ||
| XMHQ | $1.514.230 | 0,69% | 14.427 | $390.006 | Naik ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1.379.486 | 0,63% | 7.440 | $832.692 | Naik ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1.374.338 | 0,63% | 5.814 | $561.152 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1.269.938 | 0,58% | 1.729 | $542.648 | Naik ×3 | ||
| IAUM | $1.252.856 | 0,57% | 32.542 | $515.242 | Naik ×1 | ||
| NACP | $1.246.950 | 0,57% | 26.150 | $103.596 | |||
| LRCX Lam Research Corporation - Common Stock | $1.228.761 | 0,56% | 9.159 | $352.078 | Naik ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1.090.946 | 0,50% | 9.528 | $330.324 | Naik ×1 | ||
| NUEM | $1.088.325 | 0,50% | 30.494 | $98.670 | Naik ×3 | ||
| AXP American Express Company Common Stock | $1.059.047 | 0,48% | 3.188 | $629.025 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1.057.067 | 0,48% | 1.142 | $340.536 | Naik ×3 | ||
| SBUX Starbucks Corporation - Common Stock | $1.042.102 | 0,47% | 12.318 | $30.426 | Naik ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1.016.868 | 0,46% | 20.559 | $21.199 | Naik ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1.014.832 | 0,46% | 4.984 | Naik ×1 | |||
| SPIB | $1.013.462 | 0,46% | 29.904 | $16.654 | Naik ×3 | ||
| VNQ | $994.074 | 0,45% | 10.874 | $248.459 | Naik ×1 | ||
| SHV iShares 0-1 Year Treasury Bond ETF | $967.340 | 0,44% | 8.755 | $613 | |||
| VXF | $936.450 | 0,43% | 4.473 | $-135.034 | Turun ×2 | ||
| V Visa Inc. | $923.918 | 0,42% | 2.706 | $220.803 | Naik ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $873.600 | 0,40% | 6.220 | $378.712 | Naik ×1 | ||
| VEU | $829.831 | 0,38% | 11.627 | $-130.033 | Turun ×1 | ||
| NYF | $826.777 | 0,38% | 15.497 | $109.727 | Naik ×3 | ||
| WMG Warner Music Group Corp. - Class A Common Stock | $782.700 | 0,36% | 22.980 | $156.724 | |||
| IWM | $725.746 | 0,33% | 2.999 | $80.277 | Naik ×3 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $724.458 | 0,33% | 28.623 | $10.074 | Naik ×3 | ||
| TIP | $714.882 | 0,33% | 6.428 | $-6.981 | Turun ×3 | ||
| NULG | $697.486 | 0,32% | 7.013 | $38.574 | |||
| MA Mastercard Incorporated Common Stock | $684.082 | 0,31% | 1.203 | Naik ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $668.214 | 0,30% | 6.133 | Naik ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $654.493 | 0,30% | 1.348 | $444.780 | Naik ×1 | ||
| ERET iShares Environmentally Aware Real Estate ETF | $614.634 | 0,28% | 22.310 | $407.253 | Naik ×1 | ||
| BIL | $605.762 | 0,28% | 6.602 | $-3.722 | Turun ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $595.990 | 0,27% | 6.093 | $131.676 | Naik ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $592.918 | 0,27% | 6.634 | $16.287 | Naik ×3 | ||
| REGL | $543.312 | 0,25% | 6.366 | $26.929 | Naik ×2 | ||
| IWF | $540.695 | 0,25% | 1.154 | Naik ×1 | |||
| VUG | $538.092 | 0,24% | 1.121 | $14.481 | Turun ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $525.931 | 0,24% | 16.739 | $53.736 | Naik ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $525.741 | 0,24% | 1.298 | Naik ×1 | |||
| HON Honeywell International Inc. - Common Stock | $496.560 | 0,23% | 2.359 | Naik ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $495.841 | 0,23% | 8.260 | $1.336 | Turun ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $487.660 | 0,22% | 7.272 | $243.519 | Naik ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $472.563 | 0,21% | 2.066 | Naik ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $472.365 | 0,21% | 5.694 | $-15.321 | Turun ×1 | ||
| ZS Zscaler, Inc. - Common Stock | $468.668 | 0,21% | 1.564 | Naik ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $463.711 | 0,21% | 504 | Naik ×1 | |||
| IGV | $463.481 | 0,21% | 4.030 | $-13.389 | Turun ×1 | ||
| INTU Intuit Inc. - Common Stock | $457.964 | 0,21% | 671 | $190.629 | Naik ×2 | ||
| IYW | $455.993 | 0,21% | 2.328 | $52.718 | Naik ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $445.639 | 0,20% | 372 | Naik ×1 | |||
| VFH | $443.590 | 0,20% | 3.380 | $10.232 | Turun ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $434.328 | 0,20% | 1.551 | $89.446 | Naik ×3 | ||
| ECL Ecolab Inc. Common Stock | $421.407 | 0,19% | 1.535 | $176.494 | Naik ×1 | ||
| CB Chubb Limited Common Stock | $419.163 | 0,19% | 1.480 | Naik ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $416.271 | 0,19% | 1.411 | $209.532 | Naik ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $415.823 | 0,19% | 1.686 | $215.198 | Naik ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $400.081 | 0,18% | 5.847 | $185.890 | Naik ×1 | ||
| VEA | $396.362 | 0,18% | 6.615 | $21.047 | Naik ×3 | ||
| SNPS Synopsys, Inc. - Common Stock | $395.205 | 0,18% | 801 | Naik ×1 | |||
| VIG | $394.707 | 0,18% | 1.822 | $-27.901 | Turun ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $394.639 | 0,18% | 5.762 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| AAPL | $7.828.527 | 3,56% | naik ×3 |
| NUBD | $6.980.581 | 3,18% | naik ×3 |
| AMZN | $6.880.002 | 3,13% | naik ×3 |
| GOVT | $6.134.038 | 2,79% | naik ×3 |
| GLD | $3.872.936 | 1,76% | naik ×3 |
| MSFT | $3.571.993 | 1,62% | naik ×3 |
| WOMN | $3.519.546 | 1,60% | naik ×3 |
| BSV | $3.268.784 | 1,49% | naik ×3 |
| GOOG | $2.740.497 | 1,25% | naik ×3 |
| GOOGL | $2.488.807 | 1,13% | naik ×3 |
| JPM | $2.137.483 | 0,97% | naik ×3 |
| VXUS | $1.856.701 | 0,84% | naik ×3 |
| SPY | $1.800.704 | 0,82% | naik ×3 |
| META | $1.269.938 | 0,58% | naik ×3 |
| NUEM | $1.088.325 | 0,50% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| PANW | $1.014.832 | 4.984 | 0,46% |
| MA | $684.082 | 1.203 | 0,31% |
| BK | $668.214 | 6.133 | 0,30% |
| IWF | $540.695 | 1.154 | 0,25% |
| HD | $525.741 | 1.298 | 0,24% |
| HON | $496.560 | 2.359 | 0,23% |
| NXPI | $472.563 | 2.066 | 0,21% |
| ZS | $468.668 | 1.564 | 0,21% |
| NOW | $463.711 | 504 | 0,21% |
| NFLX | $445.639 | 372 | 0,20% |
| CB | $419.163 | 1.480 | 0,19% |
| SNPS | $395.205 | 801 | 0,18% |
| BN | $394.639 | 5.762 | 0,18% |
| ABT | $355.669 | 2.655 | 0,16% |
| MRK | $340.781 | 4.022 | 0,16% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SGOV | Dipangkas | -155K | -$15.6M |
| EAGG | Dipangkas | -80K | -$3.8M |
| AAPL | Beli lebih banyak | +10K | +$3.5M |
| GOVT | Beli lebih banyak | +142K | +$3.3M |
| ESGV | Dipangkas | -28K | -$2.7M |
| VSGX | Dipangkas | -41K | -$2.4M |
| NVDA | Beli lebih banyak | +8K | +$2.2M |
| AGG | Beli lebih banyak | +20K | +$2.0M |
| IEFA | Beli lebih banyak | +20K | +$1.9M |
| GOOG | Beli lebih banyak | +6K | +$1.9M |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VTV | 31 Maret 2025 | 25.900 | $4.384.911 | Tidak lagi dilacak |
| CHGXXXXX | 30 Juni 2025 | 83.583 | $3.078.090 | Tidak lagi dilacak |
| ESML | 30 Sep. 2025 | 44.207 | $1.827.075 | Tidak lagi dilacak |
| SPEM | 31 Maret 2025 | 39.088 | $1.499.825 | Tidak lagi dilacak |
| USHY | 31 Maret 2025 | 26.460 | $973.452 | Tidak lagi dilacak |
| VBR | 31 Maret 2025 | 2.884 | $571.625 | Tidak lagi dilacak |
| TSLA | 31 Maret 2025 | 678 | $273.804 | 33,2% |
| IYC | 31 Maret 2025 | 2.567 | $246.816 | Tidak lagi dilacak |
| GS | 31 Maret 2025 | 356 | $204.045 | 86,2% |