Westfuller-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "ACN",
  null,
  "SJT",
  null,
  "GOOGL",
  null,
  null,
  "INTU",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "LRCX",
  null,
  null,
  "MSFT",
  "DUOL",
  null,
  "EFG",
  "VGIT",
  "VHT",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  null,
  null,
  null,
  "IEFA",
  null,
  null,
  "GLD",
  null,
  null,
  "TJX",
  "BIV",
  "VNQ",
  "HL",
  "VXF",
  "VWO",
  null,
  null,
  null,
  "VIG",
  "IEF",
  "TSM",
  null,
  "VYM",
  null,
  "WMG",
  "FTNT",
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  "VEU",
  "VGT",
  "ESGV",
  "VUG",
  "VFH",
  "VEA",
  "BLV",
  "VXUS",
  "VTWO",
  "BNDX",
  "VTEB",
  "BSV",
  "VOO",
  "V",
  null,
  "NSC",
  "NOK",
  "CRM",
  null,
  "MELI",
  "DGRO",
  "ADP",
  "CX",
  "CSCO",
  "COST",
  null,
  "QQQ",
  "IWM",
  "GOOG",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 98
Total Value: 149765937
Accession Number: 0001085146-25-002330
Form Type: 13F-HR
CIK: westfuller-advisors
Manager Name: Westfuller-Advisors

Data Enrichment

62% identified

61 identified37 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

98 positions • $149.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 5

Sort by:

Alphabet Inc.

GOOGL|02079K305

Shares:5.8K

Value:$890.8K

% of Portfolio:0.6% ($890.8K/$149.8M)

67092P888

Shares:29.6K

Value:$865.6K

% of Portfolio:0.6% ($865.6K/$149.8M)

922908553

VNQ|922908553

Shares:9.3K

Value:$843.2K

% of Portfolio:0.6% ($843.2K/$149.8M)

46436F103

Shares:25.8K

Value:$804.6K

% of Portfolio:0.5% ($804.6K/$149.8M)

922042775

VEU|922042775

Shares:12.8K

Value:$776.8K

% of Portfolio:0.5% ($776.8K/$149.8M)

464287176

Shares:6.9K

Value:$767.6K

% of Portfolio:0.5% ($767.6K/$149.8M)

VISA INC.

V|92826C839

Shares:2.1K

Value:$740.2K

% of Portfolio:0.5% ($740.2K/$149.8M)

Warner Music Group Corp.

WMG|934550203

Shares:23.0K

Value:$720.4K

% of Portfolio:0.5% ($720.4K/$149.8M)

464288323

Shares:13.7K

Value:$718.7K

% of Portfolio:0.5% ($718.7K/$149.8M)

46435G243

Shares:28.1K

Value:$703.4K

% of Portfolio:0.5% ($703.4K/$149.8M)

Alphabet Inc.

GOOG|02079K107

Shares:4.3K

Value:$672.3K

% of Portfolio:0.4% ($672.3K/$149.8M)

78468R663

Shares:7.3K

Value:$665.1K

% of Portfolio:0.4% ($665.1K/$149.8M)

LAM RESEARCH CORP

LRCX|512807306

Shares:9.1K

Value:$664.7K

% of Portfolio:0.4% ($664.7K/$149.8M)

464287655

IWM|464287655

Shares:3.0K

Value:$595.1K

% of Portfolio:0.4% ($595.1K/$149.8M)

464287432

Shares:6.5K

Value:$591.2K

% of Portfolio:0.4% ($591.2K/$149.8M)

67092P201

Shares:7.0K

Value:$549.0K

% of Portfolio:0.4% ($549.0K/$149.8M)

74347B680

Shares:6.3K

Value:$508.4K

% of Portfolio:0.3% ($508.4K/$149.8M)

464287457

Shares:5.9K

Value:$486.4K

% of Portfolio:0.3% ($486.4K/$149.8M)

92206C706

VGIT|92206C706

Shares:8.2K

Value:$486.4K

% of Portfolio:0.3% ($486.4K/$149.8M)

922908736

VUG|922908736

Shares:1.2K

Value:$442.4K

% of Portfolio:0.3% ($442.4K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	5.8K	QoQ +0.98% (-56) YoY NEW(+5.8K)	All Managers (Combined)	$890.8K	0.6% ($890.8K/$149.8M)	QoQ -17.50% (-$189.0K) YoY NEW(+$890.8K)
(cusip67092P888)✕	29.6K	QoQ +9.47% (+2.6K) YoY NEW(+29.6K)	All Managers (Combined)	$865.6K	0.6% ($865.6K/$149.8M)	QoQ +10.34% (+$81.1K) YoY NEW(+$865.6K)
(VNQcusip922908553)	9.3K	QoQ +9.37% (+798) YoY NEW(+9.3K)	All Managers (Combined)	$843.2K	0.6% ($843.2K/$149.8M)	QoQ +11.16% (+$84.7K) YoY NEW(+$843.2K)
(cusip46436F103)✕	25.8K	QoQ +11.81% (+2.7K) YoY NEW(+25.8K)	All Managers (Combined)	$804.6K	0.5% ($804.6K/$149.8M)	QoQ +33.18% (+$200.5K) YoY NEW(+$804.6K)
(VEUcusip922042775)	12.8K	QoQ +0.31% (+40) YoY NEW(+12.8K)	All Managers (Combined)	$776.8K	0.5% ($776.8K/$149.8M)	QoQ +5.98% (+$43.9K) YoY NEW(+$776.8K)
(cusip464287176)✕	6.9K	QoQ -3.34% (-239) YoY NEW(+6.9K)	All Managers (Combined)	$767.6K	0.5% ($767.6K/$149.8M)	QoQ +0.78% (-$6.0K) YoY NEW(+$767.6K)
VISA INC.(Vcusip92826C839)	2.1K	QoQ +39.96% (+603) YoY NEW(+2.1K)	All Managers (Combined)	$740.2K	0.5% ($740.2K/$149.8M)	QoQ +55.21% (+$263.3K) YoY NEW(+$740.2K)
Warner Music Group Corp.(WMGcusip934550203)	23.0K	QoQ +27.87% (+5.0K) YoY NEW(+23.0K)	All Managers (Combined)	$720.4K	0.5% ($720.4K/$149.8M)	QoQ +29.32% (+$163.3K) YoY NEW(+$720.4K)
(cusip464288323)✕	13.7K	QoQ +0.47% (-64) YoY NEW(+13.7K)	All Managers (Combined)	$718.7K	0.5% ($718.7K/$149.8M)	QoQ -0.60% (-$4.3K) YoY NEW(+$718.7K)
(cusip46435G243)✕	28.1K	QoQ +0.55% (+155) YoY NEW(+28.1K)	All Managers (Combined)	$703.4K	0.5% ($703.4K/$149.8M)	QoQ +1.73% (+$12.0K) YoY NEW(+$703.4K)
Alphabet Inc.(GOOGcusip02079K107)	4.3K	QoQ +50.24% (+1.4K) YoY NEW(+4.3K)	All Managers (Combined)	$672.3K	0.4% ($672.3K/$149.8M)	QoQ +23.27% (+$126.9K) YoY NEW(+$672.3K)
(cusip78468R663)✕	7.3K	QoQ +25.64% (+1.5K) YoY NEW(+7.3K)	All Managers (Combined)	$665.1K	0.4% ($665.1K/$149.8M)	QoQ +26.04% (+$137.5K) YoY NEW(+$665.1K)
LAM RESEARCH CORP(LRCXcusip512807306)	9.1K	QoQ +6.33% (+543) YoY NEW(+9.1K)	All Managers (Combined)	$664.7K	0.4% ($664.7K/$149.8M)	QoQ +6.98% (+$43.4K) YoY NEW(+$664.7K)
(IWMcusip464287655)	3.0K	QoQ +1.08% (-32) YoY NEW(+3.0K)	All Managers (Combined)	$595.1K	0.4% ($595.1K/$149.8M)	QoQ -8.74% (-$57.1K) YoY NEW(+$595.1K)
(cusip464287432)✕	6.5K	QoQ +0.29% (+19) YoY NEW(+6.5K)	All Managers (Combined)	$591.2K	0.4% ($591.2K/$149.8M)	QoQ +4.53% (+$25.7K) YoY NEW(+$591.2K)
(cusip67092P201)✕	7.0K	QoQ -8.96% (-691) YoY NEW(+7.0K)	All Managers (Combined)	$549.0K	0.4% ($549.0K/$149.8M)	QoQ -16.98% (-$112.3K) YoY NEW(+$549.0K)
(cusip74347B680)✕	6.3K	QoQ 0.00% (+0) YoY NEW(+6.3K)	All Managers (Combined)	$508.4K	0.3% ($508.4K/$149.8M)	QoQ +0.62% (+$3.2K) YoY NEW(+$508.4K)
(cusip464287457)✕	5.9K	QoQ -1.12% (-67) YoY NEW(+5.9K)	All Managers (Combined)	$486.4K	0.3% ($486.4K/$149.8M)	QoQ -0.21% (-$1.0K) YoY NEW(+$486.4K)
(VGITcusip92206C706)	8.2K	QoQ +0.68% (+56) YoY NEW(+8.2K)	All Managers (Combined)	$486.4K	0.3% ($486.4K/$149.8M)	QoQ +3.11% (+$14.7K) YoY NEW(+$486.4K)
(VUGcusip922908736)	1.2K	QoQ -91.44% (-12.7K) YoY NEW(+1.2K)	All Managers (Combined)	$442.4K	0.3% ($442.4K/$149.8M)	QoQ -92.26% (-$5.3M) YoY NEW(+$442.4K)