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
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
49
+ 0.31%
$19.41 - $22.77 $951 - $1.12K
15.8K $359K
ADBE
Adobe Inc.

Technology
22
+ 3.91%
$340.0 - $420.68 $7.48K - $9.25K
584 $225K
MDLZ
Mondelez International, Inc.

Consumer Defensive
180
+ 3.42%
$63.54 - $68.5 $11.4K - $12.3K
5.45K $367K
JCPB
J P Morgan Exchange Traded Fd

ETFs
181
+ 0.23%
$45.9 - $47.2 $8.31K - $8.54K
79.9K $3.76M
HTAB
Hartford Fds Exchange Traded

ETFs
1.01K
+ 4.75%
$18.44 - $19.31 $18.6K - $19.5K
22.3K $416K
IEMG
Ishares Inc

ETFs
132
+ 3.02%
N/A
4.5K $241K
EAD
Allspring Income Opportunities Fund

Financial Services
297
+ 2.38%
$6.11 - $7.06 $1.81K - $2.1K
12.8K $90K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
39
+ 0.12%
$42.72 - $44.24 $1.67K - $1.73K
32K $1.41M
FSK
Fs Kkr Capital Corp

Financial Services
591
+ 1.46%
$17.95 - $21.5 $10.6K - $12.7K
41.2K $854K
FVD
First Tr Value Line Divid Inde

ETFs
8
+ 0.13%
$40.62 - $45.12 $325 - $361
6.19K $276K
WM
Waste Management Inc

Industrials
21
+ 1.72%
$216.47 - $242.1 $4.55K - $5.08K
1.24K $283K
Apple
18.6K
New
N/A
18.6K $0
Global X 1 3 Month T Bill ETF
61
+ 1.05%
N/A
5.85K $0
Cidara Therapeutics Incorporated Com New
3K
+ 22.22%
N/A
16.5K $0
Pro Shares Short Qqq ETF
6.46K
New
N/A
6.46K $0
The Wisdomtree Trust Voya Yield Enhanced Usd
6.06K
+ 55.91%
N/A
16.9K $0
Ge Vernova Incorporated
778
+ 95.58%
N/A
1.59K $0
Black Rock Inc New
44
+ 11.11%
N/A
440 $0
FSCO
Fs Cr Opportunities Corp Com
688
+ 0.45%
N/A
155K $0
Tortoise North American Pipeline ETF
11.3K
New
N/A
11.3K $0
Coherent Corporation
2.82K
New
N/A
2.82K $0
Alcoa
3.75K
New
N/A
3.75K $0
PDEC
Innovator U.S. Equity Power Bu
2.03K
+ 0.91%
N/A
226K $0
IDVO
Amplify ETF Tr Intl Enhanced D
1.34K
+ 7.49%
N/A
19.3K $0
Pro Shares Short S&P 500 ETF
5.51K
New
N/A
5.51K $0
I Shares Bitcoin ETF
2.42K
+ 17.29%
N/A
16.4K $0
General Electric
1.03K
New
N/A
1.03K $0
Kenvue Incorporated
12.6K
New
N/A
12.6K $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
32
+ 0.31%
$48.13 - $49.85 $1.54K - $1.6K
10.4K $509K
APD
Air Products & Chemicals, Inc.

Basic Materials
284
+ 4.32%
$248.61 - $294.96 $70.6K - $83.8K
6.86K $1.93M
ET
Energy Transfer LP

Energy
61
+ 0.45%
$15.65 - $18.93 $955 - $1.15K
13.5K $245K
COP
Conocophillips

Energy
514
+ 14.33%
$82.66 - $106.1 $42.5K - $54.5K
4.1K $368K
PRU
Prudential Financial Inc

Financial Services
7
+ 0.32%
$95.12 - $112.71 $666 - $789
2.21K $237K
ACN
Accenture PLC

Technology
13
+ 1.22%
$279.23 - $323.21 $3.63K - $4.2K
1.08K $321K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.97K
+ 3.66%
$24.32 - $27.87 $47.8K - $54.8K
55.7K $1.48M
XOM
Exxon Mobil Corp

Energy
96
+ 2.47%
$99.93 - $119.04 $9.59K - $11.4K
3.99K $430K
UNP
Union Pacific Corp

Industrials
85
+ 0.85%
$208.27 - $238.46 $17.7K - $20.3K
10.1K $2.31M
PG
Procter & Gamble CO

Consumer Defensive
375
+ 3.72%
$157.66 - $172.39 $59.1K - $64.6K
10.4K $1.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
106
+ 4.44%
$483.48 - $539.8 $51.2K - $57.2K
2.5K $1.21M
MSI
Motorola Solutions, Inc.

Technology
71
+ 0.92%
$394.72 - $440.39 $28K - $31.3K
7.8K $3.28M
CB
Chubb LTD

Financial Services
72
+ 0.68%
$274.32 - $302.46 $19.8K - $21.8K
10.7K $3.09M
AAPL
Apple Inc.

Technology
2.33K
+ 5.32%
$172.42 - $223.89 $402K - $522K
46.1K $9.47M
DVN
Devon Energy Corp

Energy
953
+ 1.47%
$26.8 - $37.92 $25.5K - $36.1K
65.9K $2.1M
GNTX
Gentex Corp

Consumer Cyclical
1.45K
+ 0.08%
$20.83 - $23.52 $30.2K - $34.1K
1.79M $39.5M
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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