Westfuller Advisors, LLC New Holdings in Q3 2025

Westfuller Advisors, LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PBW
Invesco Exchange Traded Fd Tr

ETFs
2.19K
New
$20.09 - $29.42 $44K - $64.4K
2.19K $63.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.11K
New
$55.61 - $57.37 $61.6K - $63.5K
1.11K $63.2M
PGR
Progressive Corp

Financial Services
254
New
$238.61 - $264.3 $60.6K - $67.1K
254 $62.7M
XLB
Select Sector Spdr Fd Material

ETFs
691
New
$86.72 - $92.61 $59.9K - $64K
691 $61.9M
DEO
Diageo PLC

Consumer Defensive
644
New
$93.64 - $115.33 $60.3K - $74.3K
644 $61.5M
UNH
Unitedhealth Group Inc

Healthcare
178
New
$237.77 - $353.61 $42.3K - $62.9K
178 $61.5M
DHS
Wisdomtree Tr U.S

ETFs
608
New
$96.42 - $101.82 $58.6K - $61.9K
608 $61.2M
TSLA
Tesla, Inc.

Consumer Cyclical
135
New
$293.94 - $444.72 $39.7K - $60K
135 $60.2M
FDN
First Tr Fd Dow Jones

ETFs
215
New
$264.06 - $287.34 $56.8K - $61.8K
215 $60.2M
VIV
Telefonica Brasil S.A.

Communication Services
4.64K
New
$10.79 - $12.8 $50.1K - $59.4K
4.64K $59.5M
PHO
Invesco Exchange Traded Fd Tr

ETFs
811
New
$69.62 - $73.99 $56.5K - $60K
811 $58.5M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.36K
New
$20.98 - $26.94 $49.6K - $63.7K
2.36K $58.2M
REET
Ishares Global Reit ETF

ETFs
2.27K
New
$24.45 - $25.91 $55.6K - $58.9K
2.27K $58.1M
A
Agilent Technologies, Inc.

Healthcare
439
New
$112.04 - $128.75 $49.2K - $56.5K
439 $56.5M
Vanguard Malvern Fds
732
New
N/A
732 $56.1M
AAP
Advance Auto Parts Inc

Consumer Cyclical
912
New
$49.01 - $66.5 $44.7K - $60.6K
912 $56M
MGNI
Magnite, Inc.

Communication Services
2.57K
New
$21.75 - $26.52 $55.9K - $68.2K
2.57K $56M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.17K
New
$25.09 - $33.65 $54.4K - $72.9K
2.17K $55.8M
MS
Morgan Stanley

Financial Services
351
New
$139.09 - $161.16 $48.8K - $56.6K
351 $55.8M
GLW
Corning Inc

Technology
674
New
$51.6 - $82.03 $34.8K - $55.3K
674 $55.3M
FLR
Fluor Corp

Industrials
1.31K
New
$39.99 - $56.77 $52.4K - $74.4K
1.31K $55.1M
MOS
Mosaic CO

Basic Materials
1.58K
New
$30.93 - $37.81 $48.9K - $59.8K
1.58K $54.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
1.98K
New
$26.07 - $32.55 $51.7K - $64.6K
1.98K $53.3M
NIE
Virtus Allianz Gi Equity & Convertible Income Fund

Financial Services
2.11K
New
$23.8 - $25.39 $50.1K - $53.5K
2.11K $52.9M
Innovex International Inc
2.85K
New
N/A
2.85K $52.8M
FSLR
First Solar, Inc.

Technology
236
New
$160.84 - $223.53 $38K - $52.8K
236 $52M
TTE
Total Energies Se

Energy
856
New
N/A
856 $52M
DELL
Dell Technologies Inc.

Technology
360
New
$120.96 - $141.77 $43.5K - $51K
360 $51M
MCO
Moodys Corp

Financial Services
107
New
$472.69 - $521.32 $50.6K - $55.8K
107 $50.8M
VUSB
Vanguard Bd Index Fds
992
New
N/A
992 $49.6M
NVO
Novo Nordisk A S

Healthcare
881
New
$45.38 - $71.7 $40K - $63.2K
881 $48.9M
DOLE
Dole PLC

Consumer Defensive
3.6K
New
$13.15 - $14.95 $47.3K - $53.8K
3.6K $48.7M
MSI
Motorola Solutions, Inc.

Technology
106
New
$408.73 - $490.3 $43.3K - $52K
106 $48.5M
DE
Deere & CO

Industrials
104
New
$457.26 - $524.37 $47.6K - $54.5K
104 $47.6M
BP
Bp PLC

Energy
1.36K
New
$30.25 - $35.69 $41.2K - $48.6K
1.36K $46.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
625
New
$72.57 - $74.72 $45.4K - $46.7K
625 $46.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
553
New
$81.75 - $84.54 $45.2K - $46.8K
553 $46.5M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
1.61K
New
$26.16 - $27.65 $42.1K - $44.5K
1.61K $45.1M
GD
General Dynamics Corp

Industrials
132
New
$293.92 - $341.0 $38.8K - $45K
132 $45M
KEYS
Keysight Technologies, Inc.

Technology
257
New
$158.51 - $178.15 $40.7K - $45.8K
257 $45M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
1.33K
New
$29.81 - $34.07 $39.6K - $45.2K
1.33K $43.6M
RACE
Ferrari N.V.

Consumer Cyclical
89
New
$436.24 - $517.65 $38.8K - $46.1K
89 $43M
USA
Liberty All Star Equity Fund

Financial Services
6.77K
New
$6.34 - $6.94 $42.9K - $47K
6.77K $42.9M
BSX
Boston Scientific Corp

Healthcare
436
New
$97.03 - $108.14 $42.3K - $47.1K
436 $42.6M
LNG
Cheniere Energy, Inc.

Energy
178
New
$222.68 - $244.28 $39.6K - $43.5K
178 $41.8M
EBAY
Ebay Inc

Consumer Cyclical
456
New
$75.33 - $100.77 $34.4K - $46K
456 $41.5M
Grayscale Bitcoin Mini Tr Et
809
New
N/A
809 $41M
ACWI
Ishares Msci Acwi ETF

ETFs
288
New
$128.32 - $138.41 $37K - $39.9K
288 $39.8M
PM
Philip Morris International Inc.

Consumer Defensive
244
New
$157.77 - $183.27 $38.5K - $44.7K
244 $39.5M
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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