Westfuller Advisors, LLC New Holdings in Q3 2025

Westfuller Advisors, LLC

  • $220 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HLI
Houlihan Lokey, Inc.

Financial Services
66
New
$181.55 - $209.19 $12K - $13.8K
66 $13.6M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
164
New
$81.24 - $97.99 $13.3K - $16.1K
164 $13.6M
EXPE
Expedia Group, Inc.

Consumer Cyclical
63
New
$171.01 - $228.24 $10.8K - $14.4K
63 $13.5M
LMT
Lockheed Martin Corp

Industrials
27
New
$410.74 - $499.21 $11.1K - $13.5K
27 $13.5M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
148
New
$86.67 - $100.17 $12.8K - $14.8K
148 $13.4M
LI
Li Auto Inc.

Consumer Cyclical
519
New
$22.6 - $31.8 $11.7K - $16.5K
519 $13.2M
MUB
Ishares National Muni Bond ETF

ETFs
123
New
$103.24 - $106.68 $12.7K - $13.1K
123 $13.1M
ABNB
Airbnb, Inc.

Consumer Cyclical
108
New
$118.3 - $142.16 $12.8K - $15.4K
108 $13.1M
FITB
Fifth Third Bancorp

Financial Services
289
New
$40.91 - $46.28 $11.8K - $13.4K
289 $13M
SPG
Simon Property Group Inc

Real Estate
68
New
$159.93 - $187.67 $10.9K - $12.8K
68 $12.8M
LOGI
Logitech International S.A.

Technology
115
New
$89.67 - $113.08 $10.3K - $13K
115 $12.6M
WDAY
Workday, Inc.

Technology
52
New
$213.69 - $247.69 $11.1K - $12.9K
52 $12.5M
FIS
Fidelity National Information Services, Inc.

Technology
189
New
$63.37 - $82.35 $12K - $15.6K
189 $12.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
156
New
$78.96 - $80.04 $12.3K - $12.5K
156 $12.5M
TRV
Travelers Companies, Inc.

Financial Services
44
New
$250.62 - $279.43 $11K - $12.3K
44 $12.3M
ICLN
Ishares

ETFs
791
New
$13.22 - $15.48 $10.5K - $12.2K
791 $12.2M
BFB
Brown Forman Corp Cl B
446
New
N/A
446 $12.2M
IRM
Iron Mountain Inc

Real Estate
119
New
$89.46 - $104.46 $10.6K - $12.4K
119 $12.2M
CWT
California Water Service Group

Utilities
265
New
$44.32 - $47.59 $11.7K - $12.6K
265 $12.1M
Liberty Media Corp Del
125
New
N/A
125 $12.1M
WTRG
Essential Utilities, Inc.

Utilities
302
New
$36.73 - $39.9 $11.1K - $12K
302 $12.1M
APO
Apollo Global Management, Inc.

Financial Services
90
New
$131.55 - $156.05 $11.8K - $14K
90 $12M
BTI
British American Tobacco P.L.C.

Consumer Defensive
218
New
$46.69 - $59.27 $10.2K - $12.9K
218 $11.6M
CRL
Charles River Laboratories International, Inc.

Healthcare
73
New
$145.57 - $178.99 $10.6K - $13.1K
73 $11.4M
ROL
Rollins Inc

Consumer Cyclical
192
New
$55.05 - $58.74 $10.6K - $11.3K
192 $11.3M
STT
State Street Corp

Financial Services
96
New
$102.01 - $117.25 $9.79K - $11.3K
96 $11.2M
NLOK
Norton Life Lock Inc.

Technology
392
New
N/A
392 $11.1M
Rubrik Inc.
135
New
N/A
135 $11.1M
VB
Vanguard Small Cap ETF

ETFs
43
New
$237.58 - $259.17 $10.2K - $11.1K
43 $11.1M
ROK
Rockwell Automation, Inc

Industrials
32
New
$328.67 - $358.52 $10.5K - $11.5K
32 $11M
CCI
Crown Castle International Corp

Real Estate
113
New
$92.96 - $113.91 $10.5K - $12.9K
113 $10.9M
BA
Boeing CO

Industrials
50
New
$209.79 - $237.38 $10.5K - $11.9K
50 $10.8M
WMB
Williams Companies, Inc.

Energy
170
New
$56.52 - $64.01 $9.61K - $10.9K
170 $10.8M
VONE
Vanguard Russell 1000 ETF

ETFs
35
New
$280.68 - $303.97 $9.82K - $10.6K
35 $10.7M
IIPR
Innovative Industrial Properties Inc

Real Estate
191
New
$45.83 - $58.26 $8.75K - $11.1K
191 $10.6M
CARR
Carrier Global Corp

Industrials
176
New
$58.75 - $80.73 $10.3K - $14.2K
176 $10.5M
FOX
Fox Corp Cl B (De)

Communication Services
181
New
$49.06 - $57.29 $8.88K - $10.4K
181 $10.3M
Aptiv PLC
120
New
N/A
120 $10.3M
SJM
J M Smucker CO

Consumer Defensive
93
New
$102.24 - $113.2 $9.51K - $10.5K
93 $10.1M
HBAN
Huntington Bancshares Inc

Financial Services
569
New
$15.87 - $17.88 $9.03K - $10.2K
569 $9.91M
WHR
Whirlpool Corp

Consumer Cyclical
126
New
$77.47 - $110.59 $9.76K - $13.9K
126 $9.89M
GRMN
Garmin LTD

Technology
40
New
$211.13 - $246.22 $8.45K - $9.85K
40 $9.89M
SHEL
Shell PLC

Energy
132
New
$69.82 - $73.93 $9.22K - $9.76K
132 $9.47M
PHM
Pultegroup Inc

Consumer Cyclical
71
New
$108.0 - $141.42 $7.67K - $10K
71 $9.45M
Sandisk Corp
83
New
N/A
83 $9.31M
CSGP
Costar Group, Inc.

Real Estate
110
New
$81.42 - $96.83 $8.96K - $10.7K
110 $9.28M
CTAS
Cintas Corp

Industrials
45
New
$199.29 - $226.27 $8.97K - $10.2K
45 $9.25M
TM
Toyota Motor Corp

Consumer Cyclical
48
New
$167.86 - $202.79 $8.06K - $9.73K
48 $9.23M
LYV
Live Nation Entertainment, Inc.

Communication Services
56
New
$143.56 - $174.06 $8.04K - $9.75K
56 $9.15M
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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