West Michigan Advisors

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

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Positions held by West Michigan Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for West Michigan Advisors

Companies in the West Michigan Advisors portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amplify Cwp Enhanced Dividend Income Etf Etf (DIVO) 6.9 $10M +10% 273k 37.45
Vanguard Total Stock Market Etf Etf (VTI) 6.5 $9.7M -20% 42k 227.66
First Trust Low Duration Opportunities Etf Etf (LMBS) 5.8 $8.5M -93% 417.00 20450.84
Invesco Nasdaq 100 Etf Etf (QQQM) 5.4 $8.0M -14% 54k 148.97
Fs Kkr Cap Corporation Closed End Funds (FSK) 4.3 $6.4M 279k 22.82
Apple Incorporated Stock (AAPL) 4.2 $6.2M -21% 35k 174.62
Vanguard High Dividend Yield Etf Etf (VYM) 4.1 $6.0M +1651% 54k 112.25
Ishares Tr Core S&p Scp Etf Etf (IJR) 2.9 $4.3M +1244% 40k 107.88
Vanguard Index Funds S&p 500 Etf Etf (VOO) 2.6 $3.9M +2% 9.3k 415.17
Microsoft Corporation Stock (MSFT) 2.6 $3.8M +8% 13k 308.33
Huntington Bancshares Incorporated Stock (HBAN) 2.5 $3.8M +15% 258k 14.62
Pacer Trendpilot Us Bond Etf Etf (PTBD) 2.5 $3.6M -49% 150k 24.31
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR) 2.0 $2.9M NEW 62k 46.83
Pacer Fds Trust Metaurus Us Large Cap Stock (QDPL) 1.9 $2.8M NEW 80k 34.57

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Nvidia Corporation Stock (NVDA) 1.7 $2.6M +29% 9.5k 272.88
Ishares Tr Rus 1000 Grw Etf Etf (IWF) 1.4 $2.1M +3% 7.6k 277.68
Amazon Com Incorporated Stock (AMZN) 1.4 $2.1M +21% 631.00 3259.90
Union Pac Corporation Stock (UNP) 1.2 $1.8M +59% 6.5k 273.17
Devon Energy Corporation Stock (DVN) 1.2 $1.7M +23% 29k 59.14
Ishares Tr Rus 1000 Val Etf Etf (IWD) 1.1 $1.6M +5% 9.9k 166.02
Marathon Pete Corporation Stock (MPC) 1.1 $1.6M +14% 18k 85.47
Ishares Tr Core Us Aggbd Et Etf (AGG) 1.1 $1.6M +2% 15k 107.10
Jpmorgan Chase & Company Stock (JPM) 1.0 $1.5M +14% 11k 136.28
Chubb Stock (CB) 1.0 $1.5M +47% 6.8k 213.88
Verizon Communications Incorporated Stock (VZ) 1.0 $1.5M +33% 29k 50.95
Home Depot Incorporated Stock (HD) 0.9 $1.3M +16% 4.4k 299.36
Cisco Systems Incorporated Stock (CSCO) 0.9 $1.3M +12% 23k 55.76
Johnson & Johnson Stock (JNJ) 0.8 $1.2M +14% 6.8k 177.27
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.8 $1.2M -6% 23k 51.57
Merck & Company Incorporated Stock (MRK) 0.8 $1.1M +21% 14k 82.02
Eaton Corporation Stock (ETN) 0.7 $1.0M +10% 6.9k 151.71
Motorola Solutions Incorporated Stock (MSI) 0.7 $1.0M +4% 4.2k 242.27
Raymond James Finl Incorporated Stock (RJF) 0.7 $1.0M +26% 9.3k 109.96
Ishares Tr Msci Usa Min Vol Etf (USMV) 0.7 $975k +6% 13k 77.53
Walmart Incorporated Stock (WMT) 0.6 $956k +7% 6.4k 148.96
Medtronic Stock (MDT) 0.6 $934k +25% 8.4k 110.99
Comcast Corporation New Class A Stock (CMCSA) 0.6 $911k +19% 20k 46.83
Ishares Tr Core Msci Eafe Etf (IEFA) 0.6 $872k +2% 13k 69.47
Gentex Corporation Stock (GNTX) 0.6 $853k +22% 29k 29.18
Abbvie Incorporated Stock (ABBV) 0.6 $818k +16% 5.0k 162.11
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.6 $817k +15% 17k 48.02
Best Buy Incorporated Stock (BBY) 0.5 $804k +113% 8.8k 90.88
Cme Group Incorporated Stock (CME) 0.5 $774k +8% 3.3k 237.93
Chevron Corporation Stock (CVX) 0.5 $739k -17% 4.5k 162.92
Air Products & Chemicals Incorporated Stock (APD) 0.5 $729k +19% 2.9k 249.83
Lilly Eli & Company Stock (LLY) 0.5 $721k +4% 2.5k 286.57
Procter And Gamble Company Stock (PG) 0.5 $713k +10% 4.7k 152.71
Qualcomm Incorporated Stock (QCOM) 0.5 $706k +30% 4.6k 152.85
Alphabet Incorporated Cap Stk Class C Stock (GOOG) 0.5 $704k +3% 252.00 2793.65
Broadcom Incorporated Stock (AVGO) 0.4 $664k +131% 1.1k 629.38
Invesco Qqq Stock (QQQ) 0.4 $659k -9% 1.8k 362.69
Millerknoll Incorporated Stock (MLKN) 0.4 $648k -2% 19k 34.55
First Trust Capital Strength Etf Etf (FTCS) 0.4 $642k -3% 8.2k 78.21
Unitedhealth Group Incorporated Stock (UNH) 0.4 $611k 1.2k 510.02
Mcdonalds Corporation Stock (MCD) 0.4 $604k +16% 2.4k 247.14
Meta Platforms Incorporated Class A Stock (FB) 0.4 $595k 2.7k 222.51
Flexshares Quality Dividend Index Fund Etf (QDF) 0.4 $554k 9.3k 59.33
Marathon Oil Corporation Stock (MRO) 0.4 $553k +22% 22k 25.12
Abbott Labs Stock (ABT) 0.4 $549k +11% 4.6k 118.40
Nextera Energy Incorporated Stock (NEE) 0.4 $537k +31% 6.3k 84.77
Spdr Nuveen Bloomberg Short Term Municip Etf (SHM) 0.4 $535k +10% 11k 47.35
Alphabet Incorporated Cap Stk Class A Stock (GOOGL) 0.4 $528k +7% 190.00 2778.95
Costco Wholesale Corporation Stock (COST) 0.3 $453k +27% 787.00 575.60
Stryker Corporation Stock (SYK) 0.3 $439k +16% 1.6k 267.03
Pfizer Incorporated Stock (PFE) 0.3 $426k 8.2k 51.79
Bristol-myers Squibb Company Stock (BMY) 0.3 $426k -46% 5.8k 73.11
Vanguard Mortgage-backed Securities Etf Etf (VMBS) 0.3 $425k NEW 8.5k 50.11
Pepsico Incorporated Stock (PEP) 0.3 $421k +6% 2.5k 167.20
Bk Of America Corporation Stock (BAC) 0.3 $408k +10% 9.9k 41.19
S&p Global Incorporated Stock (SPGI) 0.3 $395k +38% 962.00 410.60
Cohen & Steers Reit & Preferred & In Closed End Funds (RNP) 0.3 $394k 15k 26.89
Raytheon Technologies Corporation Stock (RTX) 0.3 $390k +25% 3.9k 99.03
Coca Cola Company Stock (KO) 0.3 $379k +32% 6.1k 62.02
Compass Diversified Sh Ben Int Stock (CODI) 0.3 $378k 16k 23.78
Visa Incorporated Com Class A Stock (V) 0.3 $375k +4% 1.7k 221.63
Vanguard Total Bond Market Etf Etf (BND) 0.3 $373k -84% 4.7k 79.62
Ishares Tr Rus Md Cp Gr Etf Etf (IWP) 0.2 $339k +8% 3.4k 100.44
Ishares Tr Rus 2000 Val Etf Etf (IWN) 0.2 $338k +7% 2.1k 161.49
Ishares Tr Rus 2000 Grw Etf Etf (IWO) 0.2 $335k +10% 1.3k 255.92
Pnc Finl Svcs Group Incorporated Stock (PNC) 0.2 $334k +51% 1.8k 184.33
Proshares Ultra S&p500 Etf (SSO) 0.2 $328k +108% 5.0k 65.60
Darden Restaurants Incorporated Stock (DRI) 0.2 $324k +74% 2.4k 133.00
Allstate Corporation Stock (ALL) 0.2 $324k NEW 2.3k 138.52
Ishares Tr Rus Mdcp Val Etf Etf (IWS) 0.2 $320k +5% 2.7k 119.81
United Parcel Service Incorporated Class B Stock (UPS) 0.2 $314k +52% 1.5k 214.48
Direxion Daily Technology Bull 3x Shares Etf (TECL) 0.2 $307k 5.0k 61.40
First Tr Enhanced Equity Incom Closed End Funds (FFA) 0.2 $307k -4% 15k 20.23
Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB) 0.2 $300k +9% 8.8k 34.15
Disney Walt Company Stock (DIS) 0.2 $299k +3% 2.2k 137.09
Salesforce Com Incorporated Stock (CRM) 0.2 $299k -2% 1.4k 212.21
Illinois Tool Wks Incorporated Stock (ITW) 0.2 $289k +20% 1.4k 209.57
Spdr Gold Shares Etf (GLD) 0.2 $289k +25% 1.6k 180.74
Automatic Data Processing Incorporated Stock (ADP) 0.2 $289k NEW 1.3k 227.38
Ishares Tr Ishs 5-10yr Invt Etf (IGIB) 0.2 $288k NEW 5.3k 54.84
Cvs Health Corporation Stock (CVS) 0.2 $287k +18% 2.8k 101.20
Ishares Tr Pfd And Incm Sec Etf (PFF) 0.2 $282k 7.7k 36.46
Nxp Semiconductors N V Stock (NXPI) 0.2 $276k +8% 1.5k 185.11
Ishares Tr Ishs 1-5yr Invs Etf (IGSB) 0.2 $272k NEW 5.3k 51.69
Freeport-mcmoran Incorporated Class B Stock (FCX) 0.2 $271k -6% 5.4k 49.79
Applied Matls Incorporated Stock (AMAT) 0.2 $265k +16% 2.0k 131.97
Conocophillips Stock (COP) 0.2 $257k NEW 2.6k 99.88
Intel Corporation Stock (INTC) 0.2 $255k +5% 5.1k 49.64
Berkshire Hathaway Incorporated Del Class B Stock (BRK.B) 0.2 $253k NEW 717.00 352.86
Nike Incorporated Class B Stock (NKE) 0.2 $252k 1.9k 134.54
Dollar Tree Incorporated Stock (DLTR) 0.2 $248k 1.5k 160.10
Ford Mtr Company Del Stock (F) 0.2 $241k +9% 14k 16.93
Caterpillar Incorporated Stock (CAT) 0.2 $237k -14% 1.1k 222.74
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $236k +14% 3.8k 61.49
Arista Networks Incorporated Stock (ANET) 0.2 $232k -7% 1.7k 139.01
Paypal Hldgs Incorporated Stock (PYPL) 0.2 $231k -14% 2.0k 115.56
Spdr Nuveen Bloomberg High Yield Municip Etf (HYMB) 0.2 $231k +3% 4.2k 55.05
Ecolab Incorporated Stock (ECL) 0.2 $227k 1.3k 176.79
Target Corporation Stock (TGT) 0.2 $225k NEW 1.1k 212.46
Ishares Tr Iboxx Inv Cp Etf Etf (LQD) 0.1 $222k NEW 1.8k 120.72
Ishares Tr Core S&p Mcp Etf Etf (IJH) 0.1 $222k -13% 828.00 268.12
Charles Riv Labs International Incorporated Stock (CRL) 0.1 $221k 777.00 284.43
Duke Energy Corporation Stock (DUK) 0.1 $219k -9% 2.0k 111.56
Mastercard Incorporated Class A Stock (MA) 0.1 $217k NEW 607.00 357.50
International Business Machines Stock (IBM) 0.1 $215k -51% 1.7k 130.22
Tesla Incorporated Stock (TSLA) 0.1 $210k NEW 195.00 1076.92
Thermo Fisher Scientific Incorporated Stock (TMO) 0.1 $208k +11% 352.00 590.91
Amgen Incorporated Stock (AMGN) 0.1 $208k -13% 862.00 241.30
Eaton Vance Tax-managed Global Closed End Funds (ETW) 0.1 $162k +23% 16k 10.21
Blackrock Muniyld Mich Qlty Closed End Funds (MIY) 0.1 $161k NEW 13k 12.79
Allspring Income Opportunit Inc Oppty Closed End Funds (EAD) 0.1 $95k +20% 12k 7.92
Aberdeen Australia Equity Fd I Closed End Funds (IAF) 0.0 $70k 11k 6.26
Limelight Networks Incorporated Stock (LLNW) 0.0 $62k 12k 5.23
Yatra Online Incorporated Ord Stock (YTRA) 0.0 $40k 20k 2.00
Zomedica Corporation Stock (ZOM) 0.0 $28k NEW 84k 0.33
Goldmining Incorporated Stock (GLDG) 0.0 $17k NEW 10k 1.70

Past Filings by West Michigan Advisors

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