West Michigan Advisors, LLC Purchases in Q2 2025

West Michigan Advisors, LLC

  • $327 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DHI
Horton D R Inc

Consumer Cyclical
1.85K
New
$115.1 - $129.63 $213K - $239K
1.85K $238K
FLEX
Flex Ltd.

Technology
4.73K
New
$26.68 - $50.09 $126K - $237K
4.73K $235K
CAT
Caterpillar Inc

Industrials
263
+ 11.58%
$273.94 - $388.21 $72K - $102K
2.53K $983K
JNJ
Johnson & Johnson

Healthcare
1.98K
+ 38.91%
$146.36 - $159.82 $289K - $316K
7.05K $1.08M
EPAM
Epam Systems, Inc.

Technology
1.26K
New
N/A
1.26K $233K
ADM
Archer Daniels Midland CO

Consumer Defensive
4.34K
New
$41.79 - $54.16 $181K - $235K
4.34K $229K
RWM
Proshares Short Russell2000

ETFs
11.7K
New
$18.82 - $23.57 $221K - $276K
11.7K $220K
AXON
Axon Enterprise, Inc.

Industrials
265
New
$497.13 - $827.94 $132K - $219K
265 $219K
CVNA
Carvana Co.

Consumer Cyclical
652
New
$162.57 - $345.64 $106K - $225K
652 $219K
SNOW
Snowflake Inc.

Technology
969
New
$130.53 - $223.77 $126K - $217K
969 $216K
CGUS
Capital Group Core Equity ETF
5.56K
New
$29.93 - $36.93 $166K - $205K
5.56K $205K
DASH
Door Dash, Inc.

Communication Services
820
New
$163.16 - $246.51 $134K - $202K
820 $202K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.45K
New
$71.96 - $83.42 $176K - $204K
2.45K $202K
PH
Parker Hannifin Corp

Industrials
209
+ 55.0%
$517.23 - $700.54 $108K - $146K
589 $411K
MSTR
Microstrategy Inc

Technology
212
+ 26.3%
$237.95 - $421.61 $50.4K - $89.4K
1.02K $411K
EMR
Emerson Electric CO

Industrials
858
+ 35.19%
$94.15 - $133.33 $80.8K - $114K
3.3K $439K
WMB
Williams Companies, Inc.

Energy
2.36K
+ 41.34%
$54.33 - $62.87 $128K - $149K
8.08K $507K
CME
Cme Group Inc.

Financial Services
207
+ 2.39%
$252.37 - $290.71 $52.2K - $60.2K
8.88K $2.45M
VTI
Vanguard Total Stock Market Et

ETFs
171
+ 5.72%
$243.75 - $303.93 $41.7K - $52K
3.16K $960K
AMAT
Applied Materials Inc

Technology
401
+ 23.94%
$126.95 - $183.52 $50.9K - $73.6K
2.08K $380K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.15K
+ 57.34%
$24.61 - $25.89 $127K - $133K
14.1K $363K
CMCSA
Comcast Corp

Communication Services
3.18K
+ 49.91%
$32.84 - $36.72 $104K - $117K
9.55K $340K
IEFA
Ishares Tr

ETFs
173
+ 1.73%
$67.83 - $84.09 $11.7K - $14.5K
10.2K $848K
COMM
Comm Scope Holding Company, Inc.

Technology
10K
New
$3.02 - $8.28 $30.2K - $82.8K
10K $82K
CSL
Carlisle Companies Inc

Industrials
153
+ 20.54%
$317.1 - $408.5 $48.5K - $62.5K
898 $335K
DUK
Duke Energy Corp

Utilities
903
+ 13.8%
$112.46 - $124.05 $102K - $112K
7.45K $878K
AXP
American Express CO

Financial Services
49
+ 4.0%
$231.39 - $318.98 $11.3K - $15.6K
1.27K $406K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.63K
+ 2.68%
$51.14 - $57.0 $83.3K - $92.9K
62.3K $3.54M
IVV
Ishares Core S&P 500 ETF

ETFs
15
+ 1.43%
$498.8 - $620.9 $7.48K - $9.31K
1.06K $658K
QCOM
Qualcomm Inc

Technology
282
+ 6.85%
$124.66 - $159.48 $35.2K - $45K
4.4K $700K
DRI
Darden Restaurants Inc

Consumer Cyclical
229
+ 23.32%
$186.58 - $225.78 $42.7K - $51.7K
1.21K $263K
PFFV
Global X Variable Rate Preferr

Technology
3.36K
+ 13.46%
$22.41 - $23.43 $75.3K - $78.7K
28.3K $645K
PNC
Pnc Financial Services Group, Inc.

Financial Services
124
+ 4.29%
$149.76 - $186.42 $18.6K - $23.1K
3.01K $561K
ECL
Ecolab Inc.

Basic Materials
119
+ 11.7%
$225.65 - $270.95 $26.9K - $32.2K
1.14K $306K
AEM
Agnico Eagle Mines LTD

Basic Materials
56
+ 1.69%
$99.48 - $124.46 $5.57K - $6.97K
3.37K $401K
HON
Honeywell International Inc

Industrials
7
+ 0.42%
$182.86 - $232.88 $1.28K - $1.63K
1.68K $391K
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 6.53%
$908.13 - $1056.85 $20K - $23.3K
359 $355K
FCX
Freeport Mcmoran Inc

Basic Materials
120
+ 2.22%
$29.15 - $44.46 $3.5K - $5.34K
5.53K $239K
WFC
Wells Fargo & Company

Financial Services
11
+ 0.26%
$60.98 - $80.12 $671 - $881
4.18K $334K
FTCS
First Trust Capital Strength E

ETFs
230
+ 2.09%
$81.6 - $92.39 $18.8K - $21.2K
11.3K $1.02M
MDT
Medtronic PLC

Healthcare
599
+ 7.76%
$80.68 - $88.86 $48.3K - $53.2K
8.31K $724K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
543
+ 0.93%
$50.36 - $50.68 $27.3K - $27.5K
58.7K $2.97M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
292
+ 3.59%
$85.42 - $94.39 $24.9K - $27.6K
8.42K $790K
PFE
Pfizer Inc

Healthcare
1.48K
+ 15.5%
$21.59 - $24.84 $32K - $36.8K
11K $267K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
61
+ 1.72%
$90.56 - $109.49 $5.52K - $6.68K
3.61K $394K
T
At&T Inc.

Communication Services
561
+ 6.11%
$26.33 - $28.94 $14.8K - $16.2K
9.74K $281K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
25
+ 0.18%
$16.57 - $20.48 $414 - $512
13.9K $285K
MA
Mastercard Inc

Financial Services
11
+ 1.92%
$479.92 - $590.74 $5.28K - $6.5K
583 $327K
ITW
Illinois Tool Works Inc

Industrials
56
+ 6.79%
$218.41 - $252.43 $12.2K - $14.1K
881 $217K
Activity Summary
Buys All Purchases 145 New Holdings 40 Increased Positions 105 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 0
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