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West Michigan Advisors

Latest statistics and disclosures from West Michigan Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GNTX, DIVO, MSFT, AAPL, PSEP, and represent 29.58% of West Michigan Advisors's stock portfolio.
Added to shares of these 10 stocks: PSEP (+$8.2M), Apple Computer, AVGO, MINT, CRM, MSFT, ADI, RWM, SH, PSQ.
Started 27 new stock positions in T, MOS, AXP, RWM, FERG, RTX, Alcoa, PSQ, SH, Te Connectivity.
Reduced shares in these 10 stocks: BIL (-$8.1M), CSCO, CGGO, JEPQ, APD, EPD, TSLA, CME, UNP, GSBD.
Sold out of its positions in CRWD, EPD, GSBD, HUBS, IBB, IGIB, KGC, KSCP, RODM, ROUS. MCBC, TXN, VLO, Ferguson Plc F, TEL.
West Michigan Advisors was a net buyer of stock by $16M.
West Michigan Advisors has $331M in assets under management (AUM), dropping by 5.41%.
Central Index Key (CIK): 0001909879

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Portfolio Holdings for West Michigan Advisors

West Michigan Advisors holds 191 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Gentex Corp Common Stock (GNTX)	16.5	$55M		1.8M	29.69	View chart
Amplify CWP Enhanced DIV Inm ETF Etf (DIVO)	4.1	$14M		329k	41.19	View chart
Microsoft Common Stock (MSFT)	3.3	$11M	+28%	26k	430.30	View chart
Apple Common Stock (AAPL)	3.1	$10M	-3%	44k	233.00	View chart
Innovator US Eqy Power Buffer ETF Etf (PSEP)	2.5	$8.2M	NEW	213k	38.53	View chart
Tommys Express Holdings Common Stock	2.3	$7.6M		445k	17.10	View chart
Nvidia Corp Common Stock (NVDA)	2.3	$7.5M	-5%	62k	121.45	View chart
J P Morgan Nasdaq EQT PRM Inc ETF IV Etf (JEPQ)	2.2	$7.2M	-16%	131k	54.93	View chart
Capital Group Global GRWT Eqy ETF Etf (CGGO)	2.0	$6.7M	-20%	224k	30.15	View chart
Huntington Banc Common Stock (HBAN)	1.6	$5.4M		360k	14.86	View chart
Vanguard S&P 500 ETF Etf (VOO)	1.6	$5.3M		10k	529.32	View chart
Merck & Co Common Stock (MRK)	1.5	$5.0M		43k	114.33	View chart
JPMorgan Chase Common Stock (JPM)	1.5	$5.0M		24k	210.86	View chart
First Trust Growth Strength ETF IV Etf (FTGS)	1.5	$4.9M		157k	31.22	View chart
Verizon Common Stock (VZ)	1.4	$4.7M		106k	44.91	View chart
Best Buy Common Stock (BBY)	1.4	$4.6M	+3%	44k	104.24	View chart
Invesco S&P 500 Quality ETF Etf (SPHQ)	1.3	$4.4M	+3%	65k	67.27	View chart
Apple Common Stock	1.3	$4.3M	NEW	19k	233.00	View chart
Broadcom Common Stock (AVGO)	1.3	$4.3M	+932%	25k	172.50	View chart
J P Morgan Exchange-Traded International Resh Enhanced Etf (JIRE)	1.2	$4.1M	+2%	62k	66.03	View chart
Eaton Corp PLC F Common Stock (ETN)	1.2	$4.0M		12k	331.43	View chart
JP Morgan ETF Trust MKT Expansion Enhanced Etf (JMEE)	1.2	$3.8M	+2%	63k	60.96	View chart
Wal-Mart Common Stock (WMT)	1.1	$3.8M	+2%	47k	80.75	View chart
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund Etf (MINT)	1.1	$3.8M	NEW	38k	100.69	View chart
Salesforce Common Stock (CRM)	1.1	$3.7M	+732%	14k	273.74	View chart
JPMorgan Core Plus Bond ETF Etf (JCPB)	1.1	$3.6M	+4%	74k	48.24	View chart
JPMorgan Equity Premium Income ETF Etf (JEPI)	1.1	$3.5M		59k	59.51	View chart
Motorola Solutions Common Stock (MSI)	1.0	$3.4M	-10%	7.6k	450.63	View chart
Amazon.Com Common Stock (AMZN)	1.0	$3.4M		18k	186.33	View chart
JPMorgan Ultra-Short Income ETF Etf (JPST)	1.0	$3.3M	-7%	66k	50.74	View chart
Stryker Corporation Common Stock (SYK)	0.9	$3.1M	+2%	8.6k	362.06	View chart
Marathon Pete Corp Common Stock (MPC)	0.9	$3.0M	+2%	18k	162.91	View chart
Chubb LTD F Common Stock (CB)	0.9	$2.9M		10k	289.30	View chart
Nextera Energy Common Stock (NEE)	0.9	$2.8M	-2%	34k	84.53	View chart
Pacer FDS Trust Metaurus US Large Cap Etf (QDPL)	0.9	$2.8M		73k	38.48	View chart
Johnson Controls Inter F Common Stock (JCI)	0.8	$2.5M	+2%	32k	77.98	View chart
Analog Devices Common Stock (ADI)	0.7	$2.5M	+335%	11k	230.17	View chart
Devon Energy Corp Common Stock (DVN)	0.7	$2.4M		62k	39.12	View chart
Home Depot Common Stock (HD)	0.7	$2.4M	+8%	6.0k	405.17	View chart
Eli Lilly & Company Common Stock (LLY)	0.7	$2.3M		2.6k	885.94	View chart
Union Pacific Corp Common Stock (UNP)	0.7	$2.2M	-23%	8.8k	246.49	View chart
iShares Core US Aggregate Bond ETF Etf (AGG)	0.6	$2.1M	+2%	21k	101.27	View chart
iShares Russell 1000 Growth ETF Etf (IWF)	0.5	$1.8M	+4%	4.8k	375.38	View chart
Procter & Gamble Common Stock (PG)	0.5	$1.8M	+4%	10k	173.20	View chart
Abbvie Common Stock (ABBV)	0.5	$1.8M	-9%	9.0k	197.48	View chart
Meta Platforms Inc Class A Common Stock (META)	0.5	$1.7M	+4%	3.0k	572.50	View chart
UnitedHealth Group Common Stock (UNH)	0.5	$1.7M	+23%	2.9k	584.75	View chart
Air Prod & Chemicals Common Stock (APD)	0.5	$1.7M	-32%	5.7k	297.76	View chart
First Trust TCW Opportunistic Fi ETF Etf (FIXD)	0.5	$1.6M	-2%	35k	45.24	View chart
Cme Group Inc Class A Common Stock (CME)	0.5	$1.6M	-30%	7.1k	220.66	View chart
Alpha Architect 1-3 Month Box ETF Etf (BOXX)	0.4	$1.4M	+231%	13k	108.93	View chart
Chevron Corp. Common Stock (CVX)	0.4	$1.3M	+7%	9.0k	147.27	View chart
iShares Russell 1000 Value ETF Etf (IWD)	0.4	$1.3M		6.8k	189.80	View chart
Schwab US Dividend Equity ETF Etf (SCHD)	0.4	$1.3M	+8%	15k	84.53	View chart
Spdr S&p 500 Etf Etf (SPY)	0.4	$1.3M	+26%	2.2k	575.52	View chart
ProShares Short Russell 2000 ETF Etf (RWM)	0.4	$1.2M	NEW	63k	19.19	View chart
ProShares Short S&P 500 ETF Etf (SH)	0.4	$1.2M	NEW	109k	10.99	View chart
ProShares Short QQQ ETF Etf (PSQ)	0.4	$1.2M	NEW	30k	40.12	View chart
Ibm Common Stock (IBM)	0.3	$1.1M	+77%	5.1k	221.10	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$1.1M		9.7k	114.01	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.3	$1.1M	+5%	6.6k	165.86	View chart
First Trust Capital Strength ETF Etf (FTCS)	0.3	$1.1M	+11%	12k	90.80	View chart
Raymond James Finl Common Stock (RJF)	0.3	$1.1M		8.6k	122.46	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.3	$1.0M	+10%	3.5k	284.05	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$984k	-4%	2.0k	495.11	View chart
McDonalds Common Stock (MCD)	0.3	$976k	-9%	3.2k	304.48	View chart
FS Credit Opportunit Fund (FSCO)	0.3	$938k	-7%	148k	6.35	View chart
iShares TR Core MSCI EAFE Etf (IEFA)	0.3	$936k	+8%	12k	78.05	View chart
FS KKR Capital Corp Common Stock (FSK)	0.3	$900k	+6%	44k	20.43	View chart
Oracle Corporation Common Stock (ORCL)	0.3	$883k	-16%	5.2k	170.40	View chart
Visa Inc Class A Common Stock (V)	0.2	$814k		3.0k	274.92	View chart
Pepsico Common Stock (PEP)	0.2	$814k		4.8k	170.05	View chart
Imgp Dbi Managed Futures STRTGY ETF Etf (DBMF)	0.2	$800k	+2%	28k	28.13	View chart
Coca-Cola Common Stock (KO)	0.2	$797k		11k	72.32	View chart
Caterpillar Common Stock (CAT)	0.2	$786k	+27%	2.0k	391.19	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.2	$782k	-10%	4.7k	167.19	View chart
PNC Finl Services Common Stock (PNC)	0.2	$780k		4.2k	184.85	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.2	$779k	-7%	4.6k	170.05	View chart
iShares MSCI USA Min Vol FCTR ETF Etf (USMV)	0.2	$767k	-11%	8.4k	91.31	View chart
Medtronic PLC F Common Stock (MDT)	0.2	$761k		8.4k	90.71	View chart
SPDR Gold Shares ETF Etf (GLD)	0.2	$729k	+42%	3.0k	243.06	View chart
Honeywell Intl Common Stock (HON)	0.2	$695k		3.4k	206.71	View chart
SPDR Bloomberg 1 3 MNTH T BLL ETF Etf (BIL)	0.2	$672k	-92%	7.3k	91.81	View chart
Vanguard Tax-Exempt Bond ETF Etf (VTEB)	0.2	$663k		13k	51.12	View chart
Royal Caribbean Cruises Common Stock (RCL)	0.2	$658k	NEW	3.7k	177.36	View chart
iShares 1-3 Year Treasry Bond ETF Etf (SHY)	0.2	$657k	+5%	7.9k	83.15	View chart
Invesco Nasdaq 100 ETF Etf (QQQM)	0.2	$656k	-10%	3.3k	200.85	View chart
iShares TR Core S&P500 ETF Etf (IVV)	0.2	$648k	+3%	1.1k	576.82	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$640k	+9%	3.9k	162.06	View chart
General Electric Company Common Stock (GE)	0.2	$636k	-15%	3.4k	188.84	View chart
Tesla Motors Common Stock (TSLA)	0.2	$625k	-54%	2.4k	261.63	View chart
BlackRock Common Stock (BLK)	0.2	$608k	+22%	640.00	949.51	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$604k	-37%	11k	52.81	View chart
Pacer US Cash Cows 100 ETF Etf (COWZ)	0.2	$602k		10k	58.08	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.2	$591k		1.3k	460.26	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.2	$566k	-2%	7.9k	71.71	View chart
Cisco Systems Common Stock (CSCO)	0.2	$564k	-79%	11k	53.22	View chart
Accenture PLC F Class A Common Stock (ACN)	0.2	$552k	-4%	1.6k	353.48	View chart
Netflix Common Stock (NFLX)	0.2	$543k	-7%	766.00	709.27	View chart
T-Mobile US Incorporated Common Stock (TMUS)	0.2	$537k	+6%	2.6k	206.36	View chart
Pacer US Small Cap Cash Cows 100 ETF Etf (CALF)	0.2	$529k		11k	46.66	View chart
Amgen Common Stock (AMGN)	0.2	$528k	+7%	1.6k	322.21	View chart
Hartford Schroders Tax-Aware Bond ETF Etf (HTAB)	0.2	$524k	+94%	26k	19.86	View chart
Mondelez Intl Class A Common Stock (MDLZ)	0.2	$517k	+12%	7.0k	74.14	View chart
Amplify Intrntnl Enhnc Divi Incm ETF Etf (IDVO)	0.2	$514k	+34%	17k	30.78	View chart
ExxonMobil Common Stock (XOM)	0.2	$510k	-2%	4.4k	117.21	View chart
Williams Cos Common Stock (WMB)	0.2	$506k	-12%	11k	45.65	View chart
S&P Global Incorporated Common Stock (SPGI)	0.2	$505k	-3%	978.00	516.78	View chart
Target Corp Common Stock (TGT)	0.2	$504k	+15%	3.2k	155.88	View chart
Prologis Inc. REIT Common Stock (PLD)	0.1	$492k	-5%	3.9k	126.28	View chart
First Trust Dorsey Wright Focus 5 ETF Etf (FV)	0.1	$489k	+54%	8.4k	58.27	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.1	$479k	+3%	4.1k	116.95	View chart
ProShares Ultra S&P500 Etf (SSO)	0.1	$470k		5.2k	90.34	View chart
TJX Companies Incorporated Common Stock (TJX)	0.1	$464k	-12%	3.9k	117.54	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$453k	+36%	2.8k	164.08	View chart
NXP Semiconductors N V Common Stock (NXPI)	0.1	$448k	+7%	1.9k	241.02	View chart
Tractor Supply Company Common Stock (TSCO)	0.1	$445k	-23%	1.5k	290.93	View chart
Eastman Chemical Common Stock (EMN)	0.1	$444k		3.9k	112.75	View chart
Direxion Daily Technology Bull 3X Shares Etf (TECL)	0.1	$438k		5.0k	87.53	View chart
Allstate Corporation Common Stock (ALL)	0.1	$414k	-4%	2.2k	190.60	View chart
Equinix Inc REIT Common Stock (EQIX)	0.1	$399k	+4%	450.00	887.11	View chart
Vaneck Long Muni ETF Etf (MLN)	0.1	$393k	+73%	22k	18.30	View chart
FT Vest US Equity Buffer ETF Etf (FMAY)	0.1	$393k		8.4k	46.51	View chart
Hartford Municipal Opportnits ETF Etf (HMOP)	0.1	$389k	-53%	9.8k	39.49	View chart
Freeport-Mcmoran Incorporated Class B Common Stock (FCX)	0.1	$384k	+6%	7.7k	49.92	View chart
Alcoa Common Stock	0.1	$376k	NEW	3.8k	100.25	View chart
Ecolab Incorporated Common Stock (ECL)	0.1	$374k		1.5k	255.88	View chart
Vanguard Mortgage Backed Sec ETF Etf (VMBS)	0.1	$373k	NEW	7.9k	47.21	View chart
Cohen Steers REIT Prefer Fund (RNP)	0.1	$370k		16k	23.67	View chart
Coherent Corporation Common Stock (COHR)	0.1	$353k		4.0k	88.91	View chart
Mosaic Common Stock (MOS)	0.1	$345k	NEW	13k	26.78	View chart
Applied Matls Incorporated Common Stock (AMAT)	0.1	$337k		1.7k	202.03	View chart
iShares TR Is 1-5 YR In GR CR BD ETF Etf (IGSB)	0.1	$336k	+4%	6.4k	52.66	View chart
Te Connectivity PLC F Common Stock	0.1	$335k	NEW	2.2k	150.99	View chart
Pfizer Common Stock (PFE)	0.1	$334k	+11%	12k	28.94	View chart
Hewlett Packard Enterprise Company Common Stock (HPE)	0.1	$332k	NEW	16k	20.59	View chart
Carlisle Companies Incorporated Common Stock (CSL)	0.1	$330k	+8%	734.00	449.75	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.1	$330k		2.3k	142.04	View chart
Energy Transfer Common Stock (ET)	0.1	$320k	-65%	20k	16.05	View chart
FRST TRT Low DTN Opnts ETF IV Etf (LMBS)	0.1	$314k		6.4k	49.41	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.1	$313k	+19%	6.9k	45.49	View chart
Duke Energy Corp Common Stock (DUK)	0.1	$306k		2.7k	115.30	View chart
Vanguard Mid Cap ETF Etf (VO)	0.1	$304k		1.2k	263.90	View chart
American Healthcare REIT Incorporated Com SHS REIT Common Stock (AHR)	0.1	$302k	NEW	11k	26.37	View chart
Vanguard High Dividend Yield ETF Etf (VYM)	0.1	$298k	-4%	2.3k	128.20	View chart
First TR Enhanced Equity Incom Common Stock (FFA)	0.1	$295k		15k	20.34	View chart
Palantir Technologies Incorporated Class A Common Stock (PLTR)	0.1	$295k	-30%	7.9k	37.20	View chart
iShares TR Core S&P MCP ETF Etf (IJH)	0.1	$295k	+8%	4.7k	62.32	View chart
Adobe Incorporated Common Stock (ADBE)	0.1	$294k		567.00	517.78	View chart
Mastercard Inc Class A Common Stock (MA)	0.1	$293k	-2%	593.00	493.80	View chart
Flexshares Upstream Natural Idx ETF Etf (GUNR)	0.1	$293k	-53%	7.1k	41.25	View chart
Emerson Elec Company Common Stock (EMR)	0.1	$284k		2.6k	109.37	View chart
Prudential Finl Common Stock (PRU)	0.1	$278k	-4%	2.3k	121.11	View chart
iShares TR Rus 2000 Val ETF Etf (IWN)	0.1	$277k		1.7k	166.81	View chart
iShares TR Rus 2000 GRW ETF Etf (IWO)	0.1	$275k		966.00	284.12	View chart
Invesco QQQ Etf (QQQ)	0.1	$270k	-59%	553.00	488.75	View chart
Costco Wholesale Common Stock (COST)	0.1	$269k	-43%	303.00	886.52	View chart
Ferguson Common Stock (FERG)	0.1	$268k	NEW	1.3k	199.36	View chart
Fedex Corp Common Stock (FDX)	0.1	$266k	-18%	965.00	275.29	View chart
iShares Incorporated Core MSCI Emkt Etf (IEMG)	0.1	$262k	+2%	4.6k	57.41	View chart
Marathon Oil Corporation Common Stock (MRO)	0.1	$261k		9.8k	26.63	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$261k		6.6k	39.68	View chart
Waste Management Common Stock (WM)	0.1	$260k		1.3k	207.53	View chart
American Express Common Stock (AXP)	0.1	$253k	NEW	934.00	271.10	View chart
Thermo Fisher Scientific Incorporated Common Stock (TMO)	0.1	$250k	+2%	404.00	619.14	View chart
At&t Common Stock (T)	0.1	$249k	NEW	11k	22.00	View chart
BlackRock Muniy Michigan Fund (MIY)	0.1	$248k	NEW	21k	12.06	View chart
Wintrust Finl Corporation Common Stock (WTFC)	0.1	$247k	NEW	2.3k	108.53	View chart
Global X Variable Rate Preferred ETF Etf (PFFV)	0.1	$243k	NEW	10k	24.05	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$242k	-2%	918.00	263.66	View chart
iShares TR Rus MD CP GR ETF Etf (IWP)	0.1	$229k		1.9k	117.27	View chart
Charles River Labs Common Stock (CRL)	0.1	$229k		1.2k	196.97	View chart
Ardelyx Incorporated Common Stock (ARDX)	0.1	$227k	-28%	33k	6.89	View chart
iShares TR Rus MDCP Val ETF Etf (IWS)	0.1	$226k		1.7k	132.23	View chart
3M Common Stock (MMM)	0.1	$224k	NEW	1.6k	136.70	View chart
Vanguard FTSE All World Ex US ETF Etf (VEU)	0.1	$219k	-16%	3.5k	63.00	View chart
SPDR Portfolio Intermediate Term Corporate Bond ETF Etf (SPIB)	0.1	$218k		6.5k	33.71	View chart
Welltower Incorporated REIT Common Stock (WELL)	0.1	$216k	NEW	1.7k	128.03	View chart
Intercontinental Exchange Incorporated Common Stock (ICE)	0.1	$215k	NEW	1.3k	160.69	View chart
GE Vernova Incorporated Common Stock (GEV)	0.1	$214k	NEW	838.00	254.85	View chart
Schwab US Large Cap ETF Etf (SCHX)	0.1	$211k	NEW	3.1k	67.84	View chart
RTX Corporation Common Stock (RTX)	0.1	$211k	NEW	1.7k	121.16	View chart
Clorox Company Del Common Stock (CLX)	0.1	$203k	NEW	1.2k	162.91	View chart
Astrazeneca PLC F Common Stock (AZN)	0.1	$203k	-55%	2.6k	77.91	View chart
Ford Motor Common Stock (F)	0.1	$200k	+3%	19k	10.56	View chart
Eaton Vance Tax-Managed Global Common Stock (ETW)	0.0	$112k		13k	8.68	View chart
Prospect Cap Corporation Common Stock (PSEC)	0.0	$92k	NEW	17k	5.41	View chart
Allspring Income Opportunit Inc Oppty Common Stock (EAD)	0.0	$86k		12k	7.18	View chart
Abrdn Australia Equity FD Incorporated Common Stock (IAF)	0.0	$56k		12k	4.71	View chart
Yatra Online Incorporated Ord Common Stock (YTRA)	0.0	$34k		20k	1.71	View chart
Avalon Advanced Matls Incorporated Common Stock (AVLNF)	0.0	$398.400000		12k	0.03	View chart

Past Filings by West Michigan Advisors

SEC 13F filings are viewable for West Michigan Advisors going back to 2021

West Michigan Advisors 2024 Q3 filed Oct. 23, 2024
West Michigan Advisors 2024 Q2 filed Aug. 5, 2024
West Michigan Advisors 2024 Q1 filed May 14, 2024
West Michigan Advisors 2023 Q4 filed Feb. 14, 2024
West Michigan Advisors 2023 Q3 filed Nov. 13, 2023
West Michigan Advisors 2023 Q2 filed Aug. 15, 2023
West Michigan Advisors 2023 Q1 filed April 21, 2023
West Michigan Advisors 2022 Q4 filed Feb. 13, 2023
West Michigan Advisors 2022 Q3 filed Nov. 14, 2022
West Michigan Advisors 2022 Q2 filed Aug. 15, 2022
West Michigan Advisors 2022 Q1 filed May 13, 2022
West Michigan Advisors 2021 Q4 filed Feb. 15, 2022

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