Westfuller Advisors, LLC Portfolio Holdings

Westfuller Advisors, LLC

  • $150 Billion
  • Q1 2025

Westfuller Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 98 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 $17.6B, Vanguard World Fd Esg U.S. Sto with a value of $9.74B, Ishares Esg Aware U.S. Aggrega with a value of $8.19B, Vanguard Index Fds S&P 500 ETF with a value of $7.85B, and Vanguard World Fd Esg Intl Stk with a value of $7.49B.

Examining the 13F form we can see an decrease of $7.62B in the current position value, from $157B to 150B.

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 $150 Billion
ETFs: $129 Billion
Technology: $10.1 Billion
Communication Services: $2.54 Billion
Financial Services: $1.83 Billion
Consumer Cyclical: $1.39 Billion
Industrials: $482 Million
Basic Materials: $403 Million
Consumer Defensive: $387 Million
Other: $325 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.6 Billion 11.75% of portfolio
174,758
Q1 2025 Added 13.65%
$0
$9.74 Billion 6.5% of portfolio
99,434
Q1 2025 Added 360.77%
$0
$8.19 Billion 5.47% of portfolio
172,551
Q1 2025 Added 329.52%
$0
$7.85 Billion 5.24% of portfolio
15,279
Q1 2025 Added 2.74%
$0
$7.49 Billion 5.0% of portfolio
127,075
Q1 2025 Added 116.71%
$0
$6.76 Billion 4.52% of portfolio
304,856
Q1 2025 Added 0.97%
$0
$4.44 Billion 2.96% of portfolio
58,694
Q1 2025 Reduced 40.43%
$3.42T
$4.4 Billion 2.94% of portfolio
19,810
Q1 2025 Added 3.01%
$0
$3.63 Billion 2.42% of portfolio
64,453
Q1 2025 Reduced 0.01%
$0
$3.3 Billion 2.2% of portfolio
86,138
Q1 2025 Added 0.26%
$0
$3.18 Billion 2.13% of portfolio
41,568
Q1 2025 Added 5.28%
$0
$3.08 Billion 2.06% of portfolio
83,583
Q1 2025 Added 0.44%
$0
$3.03 Billion 2.02% of portfolio
38,727
Q1 2025 Added 0.04%
$0
$2.77 Billion 1.85% of portfolio
120,373
Q1 2025 Added 6.43%
$271B
$2.68 Billion 1.79% of portfolio
24,771
Q1 2025 Added 5.26%
$105B
$2.56 Billion 1.71% of portfolio
8,899
Q1 2025 Added 0.98%
$0
$2.13 Billion 1.42% of portfolio
45,964
Q1 2025 Added 18.67%
$0
$2.08 Billion 1.39% of portfolio
30,845
Q4 2024 Added 1.36%
$0
$2.05 Billion 1.37% of portfolio
33,151
Q1 2025 Reduced 6.36%
$0
$1.9 Billion 1.27% of portfolio
19,250
Q1 2025 Reduced 80.7%
$0
$1.71 Billion 1.14% of portfolio
6,219
Q1 2025 Added 0.65%
$0
$1.7 Billion 1.13% of portfolio
44,207
Q1 2025 New
$0
$1.65 Billion 1.1% of portfolio
22,814
Q1 2025 Reduced 3.11%
$0
$1.63 Billion 1.09% of portfolio
28,949
Q1 2025 Added 0.28%
$0
$1.63 Billion 1.09% of portfolio
12,610
Q1 2025 Reduced 3.94%
$0
$1.55 Billion 1.04% of portfolio
24,970
Q1 2025 Added 0.3%
$0
$1.5 Billion 1.0% of portfolio
2,669
Q1 2025 Reduced 83.42%
$0
$1.36 Billion 0.91% of portfolio
14,836
Q1 2025 Added 1.32%
$0
$1.34 Billion 0.9% of portfolio
35,048
Q1 2025 Added 3.42%
$2.95T
$1.31 Billion 0.87% of portfolio
3,477
Q1 2025 Added 14.64%
$0
$1.29 Billion 0.86% of portfolio
2,297
Q1 2025 Added 1.68%
$718B
$1.09 Billion 0.73% of portfolio
4,460
Q1 2025 Added 0.47%
$0
$1.06 Billion 0.71% of portfolio
58,642
Q4 2024 Added 0.46%
$0
$1.04 Billion 0.7% of portfolio
26,150
Q3 2024 New
$0
$982 Million 0.66% of portfolio
20,109
Q1 2025 Reduced 3.13%
$0
$967 Million 0.65% of portfolio
8,755
Q1 2025 New
$0
$969 Million 0.65% of portfolio
29,159
Q1 2025 Added 3.82%
$0
$958 Million 0.64% of portfolio
5,564
Q1 2025 Added 7.35%
$1.88T
$936 Million 0.63% of portfolio
4,921
Q1 2025 Added 29.77%
$957B
$891 Million 0.59% of portfolio
5,760
Q1 2025 Added 0.98%
$0
$866 Million 0.58% of portfolio
29,593
Q1 2025 Added 9.47%
$0
$843 Million 0.56% of portfolio
9,313
Q1 2025 Added 9.37%
$2B
$805 Million 0.54% of portfolio
25,815
Q1 2025 Added 11.82%
$0
$777 Million 0.52% of portfolio
12,807
Q1 2025 Added 0.31%
$0
$768 Million 0.51% of portfolio
6,909
Q1 2025 Reduced 3.34%
$565B
$740 Million 0.49% of portfolio
2,112
Q1 2025 Added 39.96%
$4.18B
$720 Million 0.48% of portfolio
22,980
Q1 2025 Added 27.88%
$0
$719 Million 0.48% of portfolio
13,651
Q1 2025 Added 0.47%
$0
$703 Million 0.47% of portfolio
28,148
Q1 2025 Added 0.55%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $150 Billion
  • Prior Value $157 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Westfuller Advisors, LLC Portfolio

Follow Westfuller Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westfuller Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Westfuller Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email