Westfuller Advisors, LLC
CIK 2024115 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $219.9M
- ポジション
- 760
- 時点
- 2025年9月30日 Q3 2025時点のデータ
13F価値別で9,443件中 #6,132 位 · 64.9% トップ
ポートフォリオ価値 前期比: +25.3% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 30.78%
- 上位25銘柄のウェイト
- 52.52%
- 1%超のポジション
- 28
- 実効ポジション数
- 66.4
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q3 2025: 15.11% 推定買付額 $65,627,030 · 推定売付額 $29,856,632
保有期間中央値: 1.0 四半期 追跡期間 Q4 2024–Q3 2025 · 99.6% はまだ保有
- 新規ポジション
- 647
- 増加
- 73
- 減少
- 25
- クローズ
- 1
このページについて
セクター別内訳
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%
その他/マッピングなし
61.4%
ポートフォリオ全体 760 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $9,290,192 | 4.23% | 92,256 | $-15,575,398 | 下落 ×1 | ||
| VOO | $8,434,997 | 3.84% | 13,735 | $89,112 | 下落 ×2 | ||
| AAPL Apple Inc. - Common Stock | $7,828,527 | 3.56% | 30,745 | $3,523,076 | 上昇 ×3 | ||
| NUBD | $6,980,581 | 3.18% | 310,870 | $126,379 | 上昇 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,880,002 | 3.13% | 31,334 | $719,957 | 上昇 ×3 | ||
| GOVT | $6,134,038 | 2.79% | 265,313 | $3,308,132 | 上昇 ×3 | ||
| VSGX | $5,998,017 | 2.73% | 86,464 | $-2,356,619 | 下落 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $5,962,499 | 2.71% | 31,955 | $2,189,074 | 上昇 ×1 | ||
| ESGV | $5,667,362 | 2.58% | 47,850 | $-2,658,478 | 下落 ×2 | ||
| IEFA | $4,499,644 | 2.05% | 51,536 | $1,893,650 | 上昇 ×1 | ||
| GLD | $3,872,936 | 1.76% | 10,895 | $853,735 | 上昇 ×3 | ||
| EAGG | $3,859,172 | 1.76% | 80,349 | $-3,774,865 | 下落 ×2 | ||
| CMF | $3,696,098 | 1.68% | 64,798 | $102,954 | 上昇 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $3,571,993 | 1.62% | 6,896 | $1,616,627 | 上昇 ×3 | ||
| WOMN | $3,519,546 | 1.60% | 86,567 | $95,016 | 上昇 ×3 | ||
| CHGX Stance Sustainable Beta ETF | $3,294,483 | 1.50% | 120,660 | $-95,381 | 下落 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $3,269,587 | 1.49% | 5,440 | $352,515 | 上昇 ×1 | ||
| BSV | $3,268,784 | 1.49% | 41,424 | $204,620 | 上昇 ×3 | ||
| BIV | $3,171,349 | 1.44% | 40,611 | $-61,258 | 下落 ×1 | ||
| BRKB | $3,104,420 | 1.41% | 6,175 | $1,679,657 | 上昇 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,740,497 | 1.25% | 11,252 | $1,851,198 | 上昇 ×3 | ||
| AGG | $2,719,884 | 1.24% | 27,131 | $2,025,310 | 上昇 ×1 | ||
| JSTC | $2,700,307 | 1.23% | 132,824 | $1,479,091 | 上昇 ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $2,509,392 | 1.14% | 7,606 | $2,294,161 | 上昇 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,488,807 | 1.13% | 10,238 | $1,358,397 | 上昇 ×3 | ||
| IVV | $2,425,615 | 1.10% | 3,624 | $900,300 | 上昇 ×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 | 上昇 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,137,483 | 0.97% | 6,776 | $807,299 | 上昇 ×3 | ||
| VTI | $2,049,571 | 0.93% | 6,228 | $153,756 | 上昇 ×1 | ||
| VMBS Vanguard Mortgage-Backed Securities ETF | $1,940,727 | 0.88% | 41,327 | $-219,443 | 下落 ×1 | ||
| VXUS Vanguard Total International Stock ETF | $1,856,701 | 0.84% | 25,275 | $118,982 | 上昇 ×3 | ||
| SPY SPY | $1,800,704 | 0.82% | 2,696 | $333,673 | 上昇 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1,772,118 | 0.81% | 2,323 | $531,905 | 上昇 ×2 | ||
| IGRO | $1,755,206 | 0.80% | 22,031 | $-44,596 | 下落 ×1 | ||
| JQUA | $1,630,569 | 0.74% | 25,919 | $-113,032 | 下落 ×1 | ||
| NUSC | $1,600,188 | 0.73% | 36,285 | $172,313 | 上昇 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,599,963 | 0.73% | 2,009 | $807,415 | 上昇 ×1 | ||
| VYM | $1,526,741 | 0.69% | 10,832 | $-191,075 | 下落 ×1 | ||
| XMHQ | $1,514,230 | 0.69% | 14,427 | $390,006 | 上昇 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1,379,486 | 0.63% | 7,440 | $832,692 | 上昇 ×1 | ||
| UNP Union Pacific Corporation Common Stock | $1,374,338 | 0.63% | 5,814 | $561,152 | 上昇 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,269,938 | 0.58% | 1,729 | $542,648 | 上昇 ×3 | ||
| IAUM | $1,252,856 | 0.57% | 32,542 | $515,242 | 上昇 ×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 | 上昇 ×1 | ||
| DIS Walt Disney Company (The) Common Stock | $1,090,946 | 0.50% | 9,528 | $330,324 | 上昇 ×1 | ||
| NUEM | $1,088,325 | 0.50% | 30,494 | $98,670 | 上昇 ×3 | ||
| AXP American Express Company Common Stock | $1,059,047 | 0.48% | 3,188 | $629,025 | 上昇 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,057,067 | 0.48% | 1,142 | $340,536 | 上昇 ×3 | ||
| SBUX Starbucks Corporation - Common Stock | $1,042,102 | 0.47% | 12,318 | $30,426 | 上昇 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $1,016,868 | 0.46% | 20,559 | $21,199 | 上昇 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1,014,832 | 0.46% | 4,984 | 上昇 ×1 | |||
| SPIB | $1,013,462 | 0.46% | 29,904 | $16,654 | 上昇 ×3 | ||
| VNQ | $994,074 | 0.45% | 10,874 | $248,459 | 上昇 ×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 | 下落 ×2 | ||
| V Visa Inc. | $923,918 | 0.42% | 2,706 | $220,803 | 上昇 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $873,600 | 0.40% | 6,220 | $378,712 | 上昇 ×1 | ||
| VEU | $829,831 | 0.38% | 11,627 | $-130,033 | 下落 ×1 | ||
| NYF | $826,777 | 0.38% | 15,497 | $109,727 | 上昇 ×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 | 上昇 ×3 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $724,458 | 0.33% | 28,623 | $10,074 | 上昇 ×3 | ||
| TIP | $714,882 | 0.33% | 6,428 | $-6,981 | 下落 ×3 | ||
| NULG | $697,486 | 0.32% | 7,013 | $38,574 | |||
| MA Mastercard Incorporated Common Stock | $684,082 | 0.31% | 1,203 | 上昇 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $668,214 | 0.30% | 6,133 | 上昇 ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $654,493 | 0.30% | 1,348 | $444,780 | 上昇 ×1 | ||
| ERET iShares Environmentally Aware Real Estate ETF | $614,634 | 0.28% | 22,310 | $407,253 | 上昇 ×1 | ||
| BIL | $605,762 | 0.28% | 6,602 | $-3,722 | 下落 ×2 | ||
| VTWO Vanguard Russell 2000 ETF | $595,990 | 0.27% | 6,093 | $131,676 | 上昇 ×2 | ||
| TLT iShares 20+ Year Treasury Bond ETF | $592,918 | 0.27% | 6,634 | $16,287 | 上昇 ×3 | ||
| REGL | $543,312 | 0.25% | 6,366 | $26,929 | 上昇 ×2 | ||
| IWF | $540,695 | 0.25% | 1,154 | 上昇 ×1 | |||
| VUG | $538,092 | 0.24% | 1,121 | $14,481 | 下落 ×1 | ||
| CMCSA Comcast Corporation - Class A Common Stock | $525,931 | 0.24% | 16,739 | $53,736 | 上昇 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $525,741 | 0.24% | 1,298 | 上昇 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $496,560 | 0.23% | 2,359 | 上昇 ×1 | |||
| VGIT Vanguard Intermediate-Term Treasury ETF | $495,841 | 0.23% | 8,260 | $1,336 | 下落 ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $487,660 | 0.22% | 7,272 | $243,519 | 上昇 ×1 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $472,563 | 0.21% | 2,066 | 上昇 ×1 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $472,365 | 0.21% | 5,694 | $-15,321 | 下落 ×1 | ||
| ZS Zscaler, Inc. - Common Stock | $468,668 | 0.21% | 1,564 | 上昇 ×1 | |||
| NOW ServiceNow, Inc. Common Stock | $463,711 | 0.21% | 504 | 上昇 ×1 | |||
| IGV | $463,481 | 0.21% | 4,030 | $-13,389 | 下落 ×1 | ||
| INTU Intuit Inc. - Common Stock | $457,964 | 0.21% | 671 | $190,629 | 上昇 ×2 | ||
| IYW | $455,993 | 0.21% | 2,328 | $52,718 | 上昇 ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $445,639 | 0.20% | 372 | 上昇 ×1 | |||
| VFH | $443,590 | 0.20% | 3,380 | $10,232 | 下落 ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $434,328 | 0.20% | 1,551 | $89,446 | 上昇 ×3 | ||
| ECL Ecolab Inc. Common Stock | $421,407 | 0.19% | 1,535 | $176,494 | 上昇 ×1 | ||
| CB Chubb Limited Common Stock | $419,163 | 0.19% | 1,480 | 上昇 ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $416,271 | 0.19% | 1,411 | $209,532 | 上昇 ×1 | ||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $415,823 | 0.19% | 1,686 | $215,198 | 上昇 ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $400,081 | 0.18% | 5,847 | $185,890 | 上昇 ×1 | ||
| VEA | $396,362 | 0.18% | 6,615 | $21,047 | 上昇 ×3 | ||
| SNPS Synopsys, Inc. - Common Stock | $395,205 | 0.18% | 801 | 上昇 ×1 | |||
| VIG | $394,707 | 0.18% | 1,822 | $-27,901 | 下落 ×1 | ||
| BN Brookfield Corporation Class A Limited Voting Shares | $394,639 | 0.18% | 5,762 | 上昇 ×1 | |||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく（株式分割調整なし）
| 証券 | 評価額 | % ポートフォリオの | 連続 |
|---|---|---|---|
| AAPL | $7,828,527 | 3.56% | 3倍増 |
| NUBD | $6,980,581 | 3.18% | 3倍増 |
| AMZN | $6,880,002 | 3.13% | 3倍増 |
| GOVT | $6,134,038 | 2.79% | 3倍増 |
| GLD | $3,872,936 | 1.76% | 3倍増 |
| MSFT | $3,571,993 | 1.62% | 3倍増 |
| WOMN | $3,519,546 | 1.60% | 3倍増 |
| BSV | $3,268,784 | 1.49% | 3倍増 |
| GOOG | $2,740,497 | 1.25% | 3倍増 |
| GOOGL | $2,488,807 | 1.13% | 3倍増 |
| JPM | $2,137,483 | 0.97% | 3倍増 |
| VXUS | $1,856,701 | 0.84% | 3倍増 |
| SPY | $1,800,704 | 0.82% | 3倍増 |
| META | $1,269,938 | 0.58% | 3倍増 |
| NUEM | $1,088,325 | 0.50% | 3倍増 |
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| 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% |
上位変動銘柄（四半期比）
| 証券 | アクション | 株式数Δ | 金額Δ |
|---|---|---|---|
| SGOV | 削減 | -155K | -$15.6M |
| EAGG | 削減 | -80K | -$3.8M |
| AAPL | 買い増し | +10K | +$3.5M |
| GOVT | 買い増し | +142K | +$3.3M |
| ESGV | 削減 | -28K | -$2.7M |
| VSGX | 削減 | -41K | -$2.4M |
| NVDA | 買い増し | +8K | +$2.2M |
| AGG | 買い増し | +20K | +$2.0M |
| IEFA | 買い増し | +20K | +$1.9M |
| GOOG | 買い増し | +6K | +$1.9M |
1件のポジションが非表示です（データ完全性チェック）
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| VTV | 2025年3月31日 | 25,900 | $4,384,911 | 追跡終了 |
| CHGXXXXX | 2025年6月30日 | 83,583 | $3,078,090 | 追跡終了 |
| ESML | 2025年9月30日 | 44,207 | $1,827,075 | 追跡終了 |
| SPEM | 2025年3月31日 | 39,088 | $1,499,825 | 追跡終了 |
| USHY | 2025年3月31日 | 26,460 | $973,452 | 追跡終了 |
| VBR | 2025年3月31日 | 2,884 | $571,625 | 追跡終了 |
| TSLA | 2025年3月31日 | 678 | $273,804 | 33.2% |
| IYC | 2025年3月31日 | 2,567 | $246,816 | 追跡終了 |
| GS | 2025年3月31日 | 356 | $204,045 | 86.2% |