WA
| |
Westfuller Advisors, LLC13F | |
| Westfuller Advisors, LLC | |
| Last update 2025-07-12 | 114 Stocks (16 new) |
| Value $175.00 Mil | Turnover 14 % |
Westfuller Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 246,952 | 24,865.6 | +41.31% | 14.180 | +4.15% | 0.050 | +1.06% | +2.39% | 51,425.9 | ||
VSGX |
Vanguard ESG International Stock ETF
Vanguard ESG International Stock ETF
| 127,552 | 8,354.6 | +0.38% | 4.760 | +0.02% | 0.190 | +14.28% | +20.29% | 4,570.7 | ||
VOO | Vanguard S&P 500 ETF | 14,648 | 8,345.9 | -4.13% | 4.760 | -0.22% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
ESGV | Vanguard ESG U.S. Stock ETF | 75,938 | 8,325.8 | -23.63% | 4.750 | -1.54% | 0.080 | +19.99% | +7.63% | 10,218.1 | ||
EAGG |
iShares ESG Aware U.S. Aggregate Bond ETF
iShares ESG Aware U.S. Aggregate Bond ETF
| 160,581 | 7,634.0 | -6.94% | 4.350 | -0.38% | 0.190 | +1.73% | +3.56% | 3,980.3 | ||
NUBD |
NuShares ESG U.S. Aggregate Bond ETF
NuShares ESG U.S. Aggregate Bond ETF
| 307,916 | 6,854.2 | +1.00% | 3.910 | +0.04% | 1.720 | +1.72% | +3.28% | 399.4 | ||
AMZN | Amazon.com Inc | 28,078 | 6,160.1 | +470.58% | 3.510 | +2.89% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
AAPL | Apple Inc | 20,985 | 4,305.4 | +5.93% | 2.450 | +0.14% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
NVDA | NVIDIA Corp | 23,882 | 3,773.4 | -3.59% | 2.150 | -0.06% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
CMF | iShares California Muni Bond ETF | 64,463 | 3,593.1 | +0.02% | 2.050 | 0% | 0.100 | +1.05% | -2.09% | 3,478.0 |
Westfuller Advisors, LLC's Historical Top Holdings Breakdowns
Westfuller Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | Add Add | +4.15% | 100.35 ($100.53) 100.71 | $100.63 | 0.10% | Add 41.31% | 246,952 | 72,194 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +2.89% | 167.32 ($197.77) 223.3 | $228.29 | 15.43% | Add 470.58% | 28,078 | 23,157 | |
ESGV | Vanguard ESG U.S. Stock ETF | 2025-06-30 | Reduce Reduce | -1.54% | 86.93 ($100.76) 109.64 | $112.32 | 11.47% | Reduce -23.63% | 75,938 | -23,496 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Reduce Reduce | -1.39% | 67.83 ($79.31) 84.09 | $85.51 | 7.82% | Reduce -46.81% | 31,217 | -27,477 | |
BRK.B | Berkshire Hathaway Inc | 2025-06-30 | New Buy New Buy | +0.81% | 483.48 ($508.26) 539.8 | $482.63 | -5.04% | New holding | 2,933 | 2,933 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.81% | 96.82 ($98) 99.46 | $98.35 | 0.36% | Reduce -63.63% | 7,002 | -12,248 | |
CHGX | AXS Change Finance ESG ETF | 2025-06-30 | Add Add | +0.69% | 21.58 ($25.16) 37.2 | $26.43 | 5.05% | Add 55.57% | 130,029 | 46,446 | |
SBUX | Starbucks Corp | 2025-06-30 | New Buy New Buy | +0.58% | 79.69 ($86.84) 99.41 | $95.92 | 10.46% | New holding | 11,041 | 11,041 | |
LLY | Eli Lilly and Co | 2025-06-30 | Add Add | +0.57% | 713.71 ($777.85) 898.95 | $798.89 | 2.70% | Add 401.89% | 1,591 | 1,274 | |
UNP | Union Pacific Corp | 2025-06-30 | New Buy New Buy | +0.46% | 208.27 ($222.23) 238.46 | $231.00 | 3.95% | New holding | 3,534 | 3,534 |
Westfuller Advisors, LLC Total Holding History ($B)
Westfuller Advisors, LLC's Asset Allocation
Westfuller Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Westfuller Advisors, LLC's Hypothetical Growth since 2025-06-30
Westfuller Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Westfuller Advisors, LLC's Holdings Heat Map
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Westfuller Advisors, LLC's Holdings Bubble Chart
Westfuller Advisors, LLC News
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