Westfuller Advisors, LLC New Holdings in Q3 2025

Westfuller Advisors, LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JOBY
Joby Aviation, Inc.

Industrials
6.57K
New
$9.81 - $20.39 $64.5K - $134K
6.57K $106M
KR
Kroger CO

Consumer Defensive
1.55K
New
$64.52 - $74.35 $100K - $115K
1.55K $105M
Grupo Cibest Sa
2.01K
New
N/A
2.01K $104M
IYC
Ishares U.S. Consumer Discreti

ETFs
991
New
$98.12 - $105.85 $97.2K - $105K
991 $104M
JHG
Janus Henderson Group PLC

Financial Services
2.33K
New
$39.46 - $45.37 $91.8K - $106K
2.33K $104M
CL
Colgate Palmolive CO

Consumer Defensive
1.28K
New
$79.36 - $93.33 $101K - $119K
1.28K $102M
WSM
Williams Sonoma Inc

Consumer Cyclical
515
New
$163.62 - $210.2 $84.3K - $108K
515 $101M
ZTS
Zoetis Inc.

Healthcare
673
New
$141.13 - $159.19 $95K - $107K
673 $98.5M
TRU
Trans Union

Industrials
1.18K
New
$83.78 - $99.22 $98.4K - $117K
1.18K $98.4M
VO
Vanguard Mid Cap ETF

ETFs
326
New
$279.83 - $293.74 $91.2K - $95.8K
326 $96M
EXPD
Expeditors International Of Washington Inc

Industrials
775
New
$111.37 - $124.95 $86.3K - $96.8K
775 $95M
VDC
Vanguard Consumer Staples ETF

ETFs
441
New
$212.64 - $225.25 $93.8K - $99.3K
441 $94.2M
Bunge Global Sa
1.16K
New
N/A
1.16K $93.9M
CASY
Caseys General Stores Inc

Consumer Cyclical
161
New
$494.52 - $565.32 $79.6K - $91K
161 $91M
DDOG
Datadog, Inc.

Technology
633
New
$124.52 - $155.15 $78.8K - $98.2K
633 $90.1M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
6.95K
New
$11.84 - $13.45 $82.3K - $93.5K
6.95K $89.7M
INSW
International Seaways, Inc.

Energy
1.92K
New
$37.03 - $49.12 $71.1K - $94.3K
1.92K $88.4M
FTV
Fortive Corp

Technology
1.78K
New
$46.55 - $53.34 $83K - $95.1K
1.78K $87.3M
CVX
Chevron Corp

Energy
554
New
$145.57 - $161.83 $80.6K - $89.7K
554 $86.1M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
1.93K
New
$41.5 - $43.83 $80.2K - $84.7K
1.93K $84.7M
CVLT
Commvault Systems Inc

Technology
448
New
$163.43 - $195.41 $73.2K - $87.5K
448 $84.6M
NTAP
Net App, Inc.

Technology
710
New
$101.1 - $126.36 $71.8K - $89.7K
710 $84.1M
BKH
Black Hills Corp

Utilities
1.36K
New
$55.87 - $61.62 $76K - $83.9K
1.36K $83.8M
Lazard Inc
1.58K
New
N/A
1.58K $83.4M
ARCC
Ares Capital Corp

Financial Services
4.06K
New
$20.41 - $23.25 $82.9K - $94.4K
4.06K $82.9M
PG
Procter & Gamble CO

Consumer Defensive
537
New
$150.47 - $161.22 $80.8K - $86.6K
537 $82.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.53K
New
$52.39 - $53.11 $79.9K - $81K
1.53K $80.9M
EXC
Exelon Corp

Utilities
1.8K
New
$42.73 - $45.54 $76.8K - $81.8K
1.8K $80.9M
ORCC
Owl Rock Capital Corp

Financial Services
6.15K
New
N/A
6.15K $80.8M
AMGN
Amgen Inc

Healthcare
286
New
$271.18 - $309.22 $77.6K - $88.4K
286 $80.6M
HPE
Hewlett Packard Enterprise CO

Technology
3.24K
New
$19.81 - $25.24 $64.1K - $81.7K
3.24K $79.8M
CIEN
Ciena Corp

Technology
542
New
$77.75 - $145.67 $42.1K - $79K
542 $79M
EW
Edwards Lifesciences Corp

Healthcare
1.01K
New
$73.75 - $81.83 $74.6K - $82.8K
1.01K $78.7M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
570
New
$128.6 - $136.01 $73.3K - $77.5K
570 $77M
AYI
Acuity Brands Inc

Industrials
223
New
$287.07 - $344.52 $64K - $76.8K
223 $76.8M
AMP
Ameriprise Financial Inc

Financial Services
155
New
$486.13 - $544.55 $75.4K - $84.4K
155 $76.3M
IBB
Ishares Biotechnology ETF

ETFs
527
New
$127.63 - $144.37 $67.3K - $76.1K
527 $76.1M
GWRE
Guidewire Software, Inc.

Technology
330
New
$207.82 - $261.88 $68.6K - $86.4K
330 $75.9M
VZ
Verizon Communications Inc

Communication Services
1.66K
New
$40.84 - $45.06 $67.8K - $74.8K
1.66K $72.9M
VPU
Vanguard Utilities ETF

ETFs
382
New
$175.25 - $189.41 $66.9K - $72.4K
382 $72.4M
SCHW
Schwab Charles Corp

Financial Services
736
New
$91.03 - $98.69 $67K - $72.6K
736 $70.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
737
New
$92.18 - $95.14 $67.9K - $70.1K
737 $70.2M
NWE
Northwestern Corp

Utilities
1.18K
New
$51.58 - $58.61 $60.8K - $69K
1.18K $69.1M
CLF
Cleveland Cliffs Inc.

Basic Materials
5.61K
New
$8.12 - $12.84 $45.6K - $72K
5.61K $68.4M
HOG
Harley Davidson, Inc.

Consumer Cyclical
2.41K
New
$22.95 - $31.03 $55.4K - $74.9K
2.41K $67.4M
TXN
Texas Instruments Inc

Technology
365
New
N/A
365 $67M
BBY
Best Buy CO Inc

Consumer Cyclical
868
New
$64.12 - $78.46 $55.7K - $68.1K
868 $66.3M
HE
Hawaiian Electric Industries Inc

Utilities
6K
New
$10.46 - $12.96 $62.8K - $77.8K
6K $66.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
825
New
$69.9 - $78.26 $57.7K - $64.6K
825 $64.3M
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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