Westfuller Advisors, LLC Purchases in Q4 2024

Westfuller Advisors, LLC

  • $157 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
12.7K
+ 1071.26%
$378.79 - $428.11 $4.83M - $5.46M
13.9K $5.72B
VTV
Vanguard Value ETF

ETFs
25.9K
New
$168.32 - $181.87 $4.36M - $4.71M
25.9K $4.38B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
71.9K
+ 174.33%
$22.39 - $23.45 $1.61M - $1.69M
113K $2.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.63K
+ 11.26%
$570.51 - $610.59 $929K - $995K
16.1K $9.47B
SPIB
Spdr Portfolio Intermediate Te

ETFs
28.1K
New
$32.65 - $33.68 $917K - $946K
28.1K $920M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
20.4K
+ 111.19%
$45.17 - $47.23 $921K - $963K
38.7K $1.76B
IEFA
Ishares Tr

ETFs
20.4K
+ 26.07%
$70.06 - $77.43 $1.43M - $1.58M
98.5K $6.92B
NYF
Ishares New York Muni Bond ETF

ETFs
13.6K
New
$52.85 - $54.34 $718K - $738K
13.6K $723M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11K
+ 12.45%
$96.64 - $101.23 $1.07M - $1.12M
99.7K $9.66B
Lam Research Corp
8.57K
New
N/A
8.57K $621M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
417
+ 2.88%
$521.84 - $558.82 $218K - $233K
14.9K $8.01B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.14K
New
$49.79 - $51.14 $355K - $365K
7.14K $358M
VTWO
Vanguard Russell 2000 ETF

ETFs
3.93K
+ 17.83%
$87.42 - $98.06 $344K - $386K
26K $2.32B
VEA
Vanguard Ftse Developed Market

ETFs
6.5K
New
$47.57 - $52.44 $309K - $341K
6.5K $311M
IAUM
I Shares Gold Trust Micro

ETFs
11.3K
+ 96.03%
$25.56 - $27.81 $289K - $315K
23.1K $604M
DUOL
Duolingo, Inc.

Technology
700
New
$278.75 - $373.03 $195K - $261K
700 $227M
CSCO
Cisco Systems, Inc.

Technology
3.67K
New
$52.45 - $60.02 $192K - $220K
3.67K $217M
FTNT
Fortinet, Inc.

Technology
2.28K
New
$76.49 - $99.21 $174K - $226K
2.28K $215M
Vanguard Mun Bd Fds
2.16K
New
N/A
2.16K $215M
GS
Goldman Sachs Group Inc

Financial Services
356
New
$486.1 - $608.57 $173K - $217K
356 $204M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.42K
+ 1.6%
$100.16 - $100.7 $242K - $244K
154K $15.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
59
+ 1.16%
$481.22 - $538.17 $28.4K - $31.8K
5.12K $2.62B
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
136
+ 0.63%
$100.18 - $109.1 $13.6K - $14.8K
21.6K $2.26B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.4K
+ 10.59%
$98.47 - $109.35 $138K - $153K
14.6K $1.44B
VNQ
Vanguard Specialized Funds Van

ETFs
1.43K
+ 20.23%
$87.85 - $98.6 $126K - $141K
8.52K $759M
CRM
Salesforce, Inc.

Technology
1
+ 0.1%
$270.87 - $367.87 $271 - $368
1.02K $342M
BNDX
Vanguard Total International B

ETFs
1.46K
+ 7.58%
$48.91 - $50.61 $71.6K - $74K
20.8K $1.02B
VTI
Vanguard Total Stock Market Et

ETFs
39
+ 0.64%
$280.04 - $302.45 $10.9K - $11.8K
6.18K $1.79B
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.27%
$567.81 - $607.81 $3.41K - $3.65K
2.26K $1.33B
VFH
Vanguard Financial ETF

ETFs
30
+ 0.95%
$108.87 - $126.2 $3.27K - $3.79K
3.2K $378M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7
+ 0.09%
$81.6 - $90.89 $571 - $636
7.7K $661M
IYC
Ishares U.S. Consumer Discreti

ETFs
1
+ 0.04%
$85.96 - $101.28 $86 - $101
2.57K $247M
IYW
Ishares Dj Us Tech ETF

ETFs
1
+ 0.04%
$148.14 - $166.23 $148 - $166
2.33K $371M
VGT
Vanguard Information Technolog

ETFs
1
+ 0.28%
$571.78 - $647.97 $572 - $648
363 $225M
WOMN
Impact Shs Fds I Tr Ywca Women

ETFs
362
+ 0.42%
$38.16 - $40.7 $13.8K - $14.7K
85.9K $3.31B
WMG
Warner Music Group Corp.

Communication Services
99
+ 0.55%
$30.73 - $33.67 $3.04K - $3.33K
18K $557M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
77
+ 1.24%
$80.18 - $88.79 $6.17K - $6.84K
6.26K $505M
HEZU
Ishares Currency Hedged Msci E

ETFs
50
+ 0.68%
$35.18 - $36.95 $1.76K - $1.85K
7.4K $265M
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.4%
N/A
2.5K $489M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
10
+ 0.17%
$81.68 - $82.93 $817 - $829
5.95K $487M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
18
+ 0.81%
$115.08 - $119.55 $2.07K - $2.15K
2.23K $258M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
151
+ 0.54%
$24.61 - $25.12 $3.72K - $3.79K
28K $691M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
109
+ 2.39%
$44.04 - $49.49 $4.8K - $5.39K
4.67K $206M
NSC
Norfolk Southern Corp

Industrials
4
+ 0.38%
$230.6 - $277.0 $922 - $1.11K
1.05K $247M
NUSC
Nuveen Esg Small Cap ETF

ETFs
404
+ 1.21%
$41.74 - $46.2 $16.9K - $18.7K
33.9K $1.42B
PFF
Ishares Trust Ishares Pfd And

ETFs
44
+ 0.36%
$31.23 - $33.51 $1.37K - $1.47K
12.4K $390M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
13
+ 0.05%
$36.54 - $37.53 $475 - $488
26.5K $973M
JSTC
Tidal ETF Tr Adasina Social Ju

ETFs
269
+ 0.46%
$18.36 - $19.53 $4.94K - $5.25K
58.6K $1.08B
BLV
Vanguard Bd Index Fd Inc Long

ETFs
110
+ 2.28%
$68.25 - $75.42 $7.51K - $8.3K
4.93K $337M
Activity Summary
Buys All Purchases 61 New Holdings 12 Increased Positions 49 Sells All Sells 27 Reductions 26 Sold out 1 Options Calls 0 Puts 0
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