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

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Meta Platforms, Inc.

META|30303M102

Shares:452

Value:$260.5K

% of Portfolio:0.2% ($260.5K/$149.8M)

ECOLAB INC.

ECL|278865100

Shares:1.0K

Value:$259.4K

% of Portfolio:0.2% ($259.4K/$149.8M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:1.5K

Value:$252.1K

% of Portfolio:0.2% ($252.1K/$149.8M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:1.1K

Value:$250.3K

% of Portfolio:0.2% ($250.3K/$149.8M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:2.0K

Value:$246.3K

% of Portfolio:0.2% ($246.3K/$149.8M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:756

Value:$231.3K

% of Portfolio:0.2% ($231.3K/$149.8M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:3.7K

Value:$227.3K

% of Portfolio:0.2% ($227.3K/$149.8M)

Duolingo, Inc.

DUOL|26603R106

Shares:700

Value:$217.4K

% of Portfolio:0.1% ($217.4K/$149.8M)

922907738

Shares:2.2K

Value:$214.5K

% of Portfolio:0.1% ($214.5K/$149.8M)

922042858

VWO|922042858

Shares:4.7K

Value:$211.8K

% of Portfolio:0.1% ($211.8K/$149.8M)

MERCADOLIBRE INC

MELI|58733R102

Shares:107

Value:$208.5K

% of Portfolio:0.1% ($208.5K/$149.8M)

92204A702

VGT|92204A702

Shares:377

Value:$204.6K

% of Portfolio:0.1% ($204.6K/$149.8M)

INTUIT INC.

INTU|461202103

Shares:333

Value:$204.6K

% of Portfolio:0.1% ($204.6K/$149.8M)

Accenture plc

ACN|G1151C101

Shares:649

Value:$202.5K

% of Portfolio:0.1% ($202.5K/$149.8M)

HECLA MINING CO/DE/

HL|422704106

Shares:14.7K

Value:$81.6K

% of Portfolio:0.1% ($81.6K/$149.8M)

SAN JUAN BASIN ROYALTY TRUST

SJT|798241105

Shares:11.4K

Value:$63.2K

% of Portfolio:0.0% ($63.2K/$149.8M)

CEMEX SAB DE CV

CX|151290889

Shares:11.0K

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$149.8M)

NOKIA CORP

NOK|654902204

Shares:11.2K

Value:$58.9K

% of Portfolio:0.0% ($58.9K/$149.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	452	QoQ +7.87% (+33) YoY NEW(+452)	All Managers (Combined)	$260.5K	0.2% ($260.5K/$149.8M)	QoQ +6.06% (+$14.9K) YoY NEW(+$260.5K)
ECOLAB INC.(ECLcusip278865100)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$259.4K	0.2% ($259.4K/$149.8M)	QoQ NEW(+$259.4K) YoY NEW(+$259.4K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	1.5K	QoQ +0.26% (-4) YoY NEW(+1.5K)	All Managers (Combined)	$252.1K	0.2% ($252.1K/$149.8M)	QoQ -15.67% (-$46.9K) YoY NEW(+$252.1K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	1.1K	QoQ +0.57% (+6) YoY NEW(+1.1K)	All Managers (Combined)	$250.3K	0.2% ($250.3K/$149.8M)	QoQ +1.45% (+$3.6K) YoY NEW(+$250.3K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$246.3K	0.2% ($246.3K/$149.8M)	QoQ NEW(+$246.3K) YoY NEW(+$246.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	756	QoQ NEW(+756) YoY NEW(+756)	All Managers (Combined)	$231.3K	0.2% ($231.3K/$149.8M)	QoQ NEW(+$231.3K) YoY NEW(+$231.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	3.7K	QoQ +0.49% (+18) YoY NEW(+3.7K)	All Managers (Combined)	$227.3K	0.2% ($227.3K/$149.8M)	QoQ +4.75% (+$10.3K) YoY NEW(+$227.3K)
Duolingo, Inc.(DUOLcusip26603R106)	700	QoQ 0.00% (-0) YoY NEW(+700)	All Managers (Combined)	$217.4K	0.1% ($217.4K/$149.8M)	QoQ -4.22% (-$9.6K) YoY NEW(+$217.4K)
(cusip922907738)✕	2.2K	QoQ +0.46% (-10) YoY NEW(+2.2K)	All Managers (Combined)	$214.5K	0.1% ($214.5K/$149.8M)	QoQ -0.07% (-$165) YoY NEW(+$214.5K)
(VWOcusip922042858)	4.7K	QoQ +0.10% (+5) YoY NEW(+4.7K)	All Managers (Combined)	$211.8K	0.1% ($211.8K/$149.8M)	QoQ +2.87% (+$5.9K) YoY NEW(+$211.8K)
MERCADOLIBRE INC(MELIcusip58733R102)	107	QoQ NEW(+107) YoY NEW(+107)	All Managers (Combined)	$208.5K	0.1% ($208.5K/$149.8M)	QoQ NEW(+$208.5K) YoY NEW(+$208.5K)
(VGTcusip92204A702)	377	QoQ +3.85% (-14) YoY NEW(+377)	All Managers (Combined)	$204.6K	0.1% ($204.6K/$149.8M)	QoQ -9.26% (-$20.9K) YoY NEW(+$204.6K)
INTUIT INC.(INTUcusip461202103)	333	QoQ 0.00% (-0) YoY NEW(+333)	All Managers (Combined)	$204.6K	0.1% ($204.6K/$149.8M)	QoQ -2.24% (-$4.7K) YoY NEW(+$204.6K)
Accenture plc(ACNcusipG1151C101)	649	QoQ NEW(+649) YoY NEW(+649)	All Managers (Combined)	$202.5K	0.1% ($202.5K/$149.8M)	QoQ NEW(+$202.5K) YoY NEW(+$202.5K)
HECLA MINING CO/DE/(HLcusip422704106)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$81.6K	0.1% ($81.6K/$149.8M)	QoQ NEW(+$81.6K) YoY NEW(+$81.6K)
SAN JUAN BASIN ROYALTY TRUST(SJTcusip798241105)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$63.2K	0.0% ($63.2K/$149.8M)	QoQ NEW(+$63.2K) YoY NEW(+$63.2K)
CEMEX SAB DE CV(CXcusip151290889)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$61.6K	0.0% ($61.6K/$149.8M)	QoQ NEW(+$61.6K) YoY NEW(+$61.6K)
NOKIA CORP(NOKcusip654902204)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$58.9K	0.0% ($58.9K/$149.8M)	QoQ NEW(+$58.9K) YoY NEW(+$58.9K)