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CIK: 0002024115
Total reported value
—
$157.4M
91 檔
31.5%
As reported in its official Q4 2024 Form 13F filing, Westfuller Advisors, LLC's tracked investment portfolio stood at $157.4M with 91 total positions.
In Q4 2024, Westfuller Advisors, LLC displayed an active expansion posture, initiating 12 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 9.80% | — | +1.60% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.14% | — | +12.45% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.02% | — | +11.26% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | — | +2.88% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.40% | — | +26.07% | |
| 6 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 4.18% | — | +1.14% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.63% | — | +1071.26% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.06% | — | -0.31% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.79% | — | — | |
| 10 | CMF | Ishares California Muni Bond | ETF-Other | 2.35% | — | +0.02% | |
| 11 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 2.11% | — | -4.19% | |
| 12 | WOMN | Impact Shares Women's Empowe | ETF-Other | 2.10% | — | +0.42% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.01% | — | -1.26% | |
| 14 | ✓ | Investment Managers Ser Tr I | Stock-Other | 2.01% | — | -6.85% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.90% | — | +0.63% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.87% | — | +0.60% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.66% | — | +1.16% | |
| 18 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.65% | — | +174.33% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.48% | — | +17.83% | |
| 20 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.44% | — | +0.63% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.38% | — | -10.45% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.36% | — | -7.59% | |
| 23 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 1.27% | — | +1.36% | |
| 24 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.19% | — | +1.27% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.14% | — | +0.64% | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.12% | — | +111.19% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.06% | — | -1.81% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.05% | — | -9.30% | |
| 29 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.02% | — | -6.13% | |
| 30 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.95% | — | +5.37% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.93% | — | +1.70% | |
| 32 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.92% | — | +10.59% | |
| 33 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.90% | — | +1.21% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | — | +0.27% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | — | -1.11% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | — | -1.94% | |
| 37 | JSTC | Adasina Social Justice Glb | ETF-Other | 0.68% | — | +0.46% | |
| 38 | NACP | Impact Shares Naacp Minority | ETF-Other | 0.68% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | — | -0.52% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | — | +7.58% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.63% | — | -4.14% | |
| 42 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.62% | — | +0.05% | |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.58% | — | — | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | — | -1.76% | |
| 45 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.50% | — | +1.93% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.48% | — | -14.26% | |
| 47 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.48% | — | +20.23% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.47% | — | +1.57% | |
| 49 | NYF | Ishares New York Muni Bond E | ETF-Other | 0.46% | — | — | |
| 50 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 0.44% | — | +0.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +3.3% | +1071.26% | Add |
| 2 | VTV | Vanguard Value ETF | +2.8% | NEW | New buy |
| 3 | GOVT | Ishares US Treasury Bond ETF | +1% | +174.33% | Add |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | +0.6% | NEW | New buy |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.5% | +111.19% | Add |
| 6 | NYF | Ishares New York Muni Bond E | +0.5% | NEW | New buy |
| 7 | LRCX | Lam Research CORP | +0.4% | NEW | New buy |
| 8 | VBR | Vanguard Small-cap Value ETF | +0.4% | NEW | New buy |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | NEW | New buy |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | New buy |
| 11 | IAUM | Ishares Gold Trust Micro | +0.2% | +96.03% | Add |
| 12 | DUOL | Duolingo | +0.1% | NEW | New buy |
| 13 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 14 | FTNT | Fortinet Inc | +0.1% | NEW | New buy |
| 15 | VTEI | Vanguard Int Tax-exempt Bond | +0.1% | NEW | New buy |
| 16 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 17 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +17.83% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | +11.26% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | 0% | +26.07% | Add |
| 20 | TSLA | Tesla Inc | 0% | -13.41% | Trim |
| 21 | CRM | Salesforce Inc | 0% | +0.10% | Add |
| 22 | AMZN | Amazon.com Inc | 0% | -1.76% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | — | -0.52% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | — | -1.94% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | — | -1.28% | Trim |
| 26 | VNQ | Vanguard Real Estate ETF | 0% | +20.23% | Add |
| 27 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | +10.59% | Add |
| 28 | NVDA | Nvidia CORP | -0.1% | -1.26% | Trim |
| 29 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -1.97% | Trim |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.16% | Add |
| 31 | ESGV | Vanguard Esg US Stock ETF | -0.1% | +0.63% | Add |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -20.75% | Trim |
| 33 | IYH | Ishares U.s. Healthcare ETF | -0.2% | EXIT | Sold out |
| 34 | AAPL | Apple Inc | -0.2% | -0.31% | Trim |
| 35 | TIP | Ishares Tips Bond ETF | -0.2% | -14.26% | Trim |
| 36 | EAGG | Ishares Esg Aware US Aggrega | -0.2% | +1.27% | Add |
| 37 | VXUS | Vanguard Total Intl Stock | -0.2% | +1.70% | Add |
| 38 | JQUA | Jpmorgan US Quality Factor | -0.2% | -9.30% | Trim |
| 39 | DMXF | Ishares Esg Advanc Msci Eafe | -0.3% | +1.36% | Add |
| 40 | GLD | Spdr Gold Shares | -0.3% | -7.59% | Trim |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.3% | +12.45% | Add |
| 42 | IGRO | Ishares Intl Div Growth ETF | -0.3% | -6.13% | Trim |
| 43 | BIV | Vanguard Intermediate-term B | -0.3% | +0.60% | Add |
| 44 | VOO | Vanguard S&p 500 ETF | -0.4% | +2.88% | Add |
| 45 | DGRO | Ishares Core Dividend Growth | -0.4% | -10.45% | Trim |
| 46 | ✓ | Investment Managers Ser Tr I | -0.5% | -6.85% | Trim |
| 47 | LRCXEUR | Lam Research CORP | -0.6% | EXIT | Sold out |
| 48 | VSGX | Vanguard Esg Intl Stock ETF | -0.6% | -4.19% | Trim |
| 49 | NUBD | Nuveen Esg US Aggregate Bond | -0.7% | +1.14% | Add |
| 50 | SGOV | Ishares 0-3 Month Treasury B | -1.1% | +1.60% | Add |
According to official SEC Form 13F filings, Westfuller Advisors, LLC reported a total U.S. public equity portfolio value of $157.4M across 91 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, AGG, IVV) accounted for 31.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
VTV
市值: $4.4M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $764.1K
During Q4 2024, Westfuller Advisors, LLC's top holdings by market value included SGOV (9.8%)、AGG (6.1%)、IVV (6.0%). The largest single position, SGOV, represented 9.8% of total portfolio value.
In Q4 2024, Westfuller Advisors, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 20 positions, trimming 16 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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