Westfuller Advisors, LLC Purchases in Q3 2025

Westfuller Advisors, LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PSX
Phillips 66

Energy
35
New
$118.37 - $139.46 $4.14K - $4.88K
35 $4.69M
DLX
Deluxe Corp

Communication Services
240
New
$15.59 - $20.08 $3.74K - $4.82K
240 $4.65M
MCK
Mckesson Corp

Healthcare
6
New
$659.01 - $772.54 $3.95K - $4.64K
6 $4.64M
Ferguson Enterprises Inc
20
New
N/A
20 $4.59M
EME
Emcor Group, Inc.

Industrials
7
New
$530.88 - $655.83 $3.72K - $4.59K
7 $4.56M
HI
Hillenbrand, Inc.

Industrials
167
New
$19.59 - $27.04 $3.27K - $4.52K
167 $4.51M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
209
New
$20.22 - $21.71 $4.23K - $4.54K
209 $4.51M
CACI
Caci International Inc

Technology
9
New
N/A
9 $4.49M
GIS
General Mills Inc

Consumer Defensive
89
New
$48.44 - $53.83 $4.31K - $4.79K
89 $4.49M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
16
+ 0.2%
$47.21 - $48.3 $755 - $773
8.12K $391M
MOD
Modine Manufacturing CO

Consumer Cyclical
31
New
$90.02 - $158.57 $2.79K - $4.92K
31 $4.41M
Jacobs Solutions Inc
29
New
N/A
29 $4.35M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
50
New
$77.85 - $88.49 $3.89K - $4.42K
50 $4.33M
AZO
Autozone Inc

Consumer Cyclical
1
New
$3649.42 - $4354.54 $3.65K - $4.35K
1 $4.29M
ALLE
Allegion PLC

Industrials
24
New
$145.55 - $179.33 $3.49K - $4.3K
24 $4.26M
MTCH
Match Group, Inc.

Communication Services
118
New
$31.83 - $38.77 $3.76K - $4.57K
118 $4.17M
WRB
Berkley W R Corp

Financial Services
54
New
$67.78 - $76.62 $3.66K - $4.14K
54 $4.11M
RL
Ralph Lauren Corp

Consumer Cyclical
13
New
$272.1 - $320.75 $3.54K - $4.17K
13 $4.09M
TTD
Trade Desk, Inc.

Technology
83
New
$43.93 - $89.76 $3.65K - $7.45K
83 $4.07M
VT
Vanguard Total World Stk Index

ETFs
29
New
$128.41 - $138.03 $3.72K - $4K
29 $4.04M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
70
New
$48.04 - $60.86 $3.36K - $4.26K
70 $4.04M
ARES
Ares Management Corp

Financial Services
25
New
$159.89 - $192.76 $4K - $4.82K
25 $3.96M
MCG
Membership Collective Group Inc.

Consumer Cyclical
447
New
N/A
447 $3.96M
RF
Regions Financial Corp

Financial Services
147
New
$24.03 - $27.41 $3.53K - $4.03K
147 $3.91M
FIX
Comfort Systems Usa Inc

Industrials
5
New
$521.66 - $825.18 $2.61K - $4.13K
5 $3.89M
EVR
Evercore Inc.

Financial Services
11
New
$276.5 - $362.79 $3.04K - $3.99K
11 $3.87M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
17
New
$210.88 - $226.87 $3.58K - $3.86K
17 $3.81M
MTB
M&T Bank Corp

Financial Services
19
New
$183.74 - $204.05 $3.49K - $3.88K
19 $3.77M
COF
Capital One Financial Corp

Financial Services
18
New
$207.29 - $229.74 $3.73K - $4.14K
18 $3.75M
TAP
Molson Coors Beverage CO

Consumer Defensive
81
New
$44.09 - $52.81 $3.57K - $4.28K
81 $3.68M
BIIB
Biogen Inc.

Healthcare
26
New
$122.68 - $148.84 $3.19K - $3.87K
26 $3.64M
RMD
Resmed Inc

Healthcare
13
New
$252.01 - $293.73 $3.28K - $3.82K
13 $3.56M
MSCI
Msci Inc.

Financial Services
6
New
$526.48 - $588.0 $3.16K - $3.53K
6 $3.55M
KMI
Kinder Morgan, Inc.

Energy
123
New
$26.23 - $28.5 $3.23K - $3.51K
123 $3.48M
MLI
Mueller Industries Inc

Industrials
34
New
$82.07 - $101.7 $2.79K - $3.46K
34 $3.47M
PGNY
Progyny, Inc.

Healthcare
157
New
$21.24 - $24.27 $3.33K - $3.81K
157 $3.38M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
56
New
$57.1 - $70.52 $3.2K - $3.95K
56 $3.34M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
20
+ 0.88%
$117.65 - $120.08 $2.35K - $2.4K
2.28K $273M
VPN
Global X Fds Data Ctr Reits &

ETFs
158
New
N/A
158 $3.25M
UHALB
Amerco Com Ser N
63
New
N/A
63 $3.21M
DT
Dynatrace, Inc.

Technology
66
New
$46.04 - $56.64 $3.04K - $3.74K
66 $3.2M
SYF
Synchrony Financial

Financial Services
45
New
$67.53 - $76.86 $3.04K - $3.46K
45 $3.2M
MIDD
Middleby Corp

Industrials
24
New
$118.3 - $150.16 $2.84K - $3.6K
24 $3.19M
MAR
Marriott International Inc

Consumer Cyclical
12
New
$255.35 - $282.87 $3.06K - $3.39K
12 $3.16M
CLX
Clorox CO

Consumer Defensive
25
New
$117.67 - $131.43 $2.94K - $3.29K
25 $3.12M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
24
New
$118.35 - $142.11 $2.84K - $3.41K
24 $3.04M
O
Realty Income Corp

Real Estate
50
New
$56.13 - $60.79 $2.81K - $3.04K
50 $3.04M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
96
New
$30.4 - $33.62 $2.92K - $3.23K
96 $3.04M
WAT
Waters Corp

Healthcare
10
New
$277.72 - $357.04 $2.78K - $3.57K
10 $3M
Activity Summary
Buys All Purchases 720 New Holdings 647 Increased Positions 73 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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