West Michigan Advisors, LLC Incresed Positions in Q1 2025

West Michigan Advisors, LLC

  • $282 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
52.4K
+ 1966.79%
$100.34 - $100.68 $5.25M - $5.27M
55K $5.54M
VZ
Verizon Communications Inc

Communication Services
4.61K
+ 4.41%
$37.81 - $46.49 $174K - $214K
109K $4.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.13K
+ 88.93%
$442.66 - $534.52 $498K - $601K
2.39K $1.27M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.61K
+ 5.95%
$58.04 - $65.84 $210K - $238K
64.3K $4.1M
DVN
Devon Energy Corp

Energy
6.52K
+ 11.16%
$33.15 - $38.55 $216K - $251K
64.9K $2.43M
CME
Cme Group Inc.

Financial Services
884
+ 11.36%
$225.82 - $266.54 $200K - $236K
8.67K $2.3M
DUK
Duke Energy Corp

Utilities
3.39K
+ 107.45%
$105.87 - $121.97 $359K - $413K
6.54K $798K
CB
Chubb LTD

Financial Services
515
+ 5.11%
$257.71 - $301.99 $133K - $156K
10.6K $3.2M
RTX
Raytheon Technologies Corp

Industrials
2.51K
+ 112.85%
$114.1 - $135.66 $287K - $341K
4.74K $627K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.16K
+ 135.51%
$302.31 - $337.54 $351K - $392K
2.02K $618K
UNP
Union Pacific Corp

Industrials
970
+ 10.78%
$225.21 - $254.42 $218K - $247K
9.97K $2.36M
DGRO
Ishares Core Dividend Growth E

ETFs
4.68K
+ 106.87%
$60.46 - $64.42 $283K - $302K
9.06K $559K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.69K
+ 1.08%
$39.61 - $42.65 $146K - $157K
347K $14.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.84K
+ 17.1%
$27.01 - $28.54 $212K - $224K
53.7K $1.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
726
+ 12.42%
$283.24 - $338.07 $206K - $245K
6.57K $1.94M
BKR
Baker Hughes CO

Energy
4.84K
+ 80.52%
$41.16 - $48.85 $199K - $236K
10.8K $476K
MPC
Marathon Petroleum Corp

Energy
785
+ 4.2%
$134.72 - $159.03 $106K - $125K
19.5K $2.84M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.18K
+ 4.15%
$45.56 - $47.23 $145K - $150K
79.7K $3.75M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.32K
+ 27.62%
$91.45 - $91.75 $212K - $213K
10.7K $984K
MCD
Mcdonalds Corp

Consumer Cyclical
395
+ 11.85%
$279.74 - $321.29 $110K - $127K
3.73K $1.16M
JNJ
Johnson & Johnson

Healthcare
620
+ 13.91%
$142.06 - $167.7 $88.1K - $104K
5.08K $842K
JPIE
J P Morgan Exchange Traded Fd
4.07K
+ 53.41%
$45.46 - $46.18 $185K - $188K
11.7K $538K
SYK
Stryker Corp

Healthcare
209
+ 2.41%
$355.18 - $399.9 $74.2K - $83.6K
8.88K $3.31M
CGGO
Capital Group Global Growth Eq

ETFs
13K
+ 6.14%
$28.33 - $30.84 $368K - $401K
225K $6.36M
HWM
Howmet Aerospace Inc.

Industrials
959
+ 34.24%
$110.79 - $139.39 $106K - $134K
3.76K $487K
PM
Philip Morris International Inc.

Consumer Defensive
652
+ 38.86%
$117.15 - $158.79 $76.4K - $104K
2.33K $369K
LLY
Eli Lilly & CO

Healthcare
13
+ 0.49%
$725.72 - $929.72 $9.43K - $12.1K
2.64K $2.18M
JCI
Johnson Controls International PLC

Industrials
1.31K
+ 4.05%
$76.12 - $90.6 $99.6K - $119K
33.6K $2.69M
MO
Altria Group, Inc.

Consumer Defensive
1.55K
+ 36.66%
$50.81 - $60.02 $78.6K - $92.8K
5.76K $345K
DOCS
Doximity, Inc.

Healthcare
1.62K
+ 28.28%
$49.71 - $83.14 $80.7K - $135K
7.36K $427K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.28K
+ 3.9%
$56.17 - $59.71 $128K - $136K
60.7K $3.47M
ADP
Automatic Data Processing Inc

Industrials
266
+ 26.1%
$286.85 - $318.64 $76.3K - $84.8K
1.29K $392K
NEE
Nextera Energy Inc

Utilities
1.58K
+ 4.67%
$66.96 - $76.16 $106K - $120K
35.3K $2.5M
SUB
Ishares Short Term National Mu

ETFs
793
+ 33.28%
$105.3 - $106.24 $83.5K - $84.2K
3.18K $335K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.75K
+ 2.7%
$65.27 - $71.18 $114K - $124K
66.3K $4.4M
UAL
United Airlines Holdings, Inc.

Industrials
2.55K
+ 64.3%
$69.05 - $110.52 $176K - $282K
6.51K $449K
META
Meta Platforms, Inc.

Communication Services
160
+ 4.95%
$576.36 - $736.67 $92.2K - $118K
3.4K $1.96M
MLN
Vaneck Long Muni ETF

ETFs
2.96K
+ 13.67%
$17.22 - $18.0 $51K - $53.3K
24.6K $428K
AXP
American Express CO

Financial Services
236
+ 23.89%
$255.39 - $325.87 $60.3K - $76.9K
1.22K $329K
SBUX
Starbucks Corp

Consumer Cyclical
159
+ 5.47%
$91.75 - $115.81 $14.6K - $18.4K
3.06K $300K
VEA
Vanguard Ftse Developed Market

ETFs
41
+ 0.36%
$47.4 - $52.99 $1.94K - $2.17K
11.3K $576K
IWD
Ishares Russell 1000 Val ETF

ETFs
48
+ 0.69%
$182.82 - $196.21 $8.78K - $9.42K
6.98K $1.31M
PFFV
Global X Variable Rate Preferr

Technology
1.11K
+ 4.66%
$23.51 - $24.14 $26.1K - $26.8K
25K $590K
COP
Conocophillips

Energy
1
+ 0.03%
$88.6 - $105.85 $88.6 - $106
3.59K $376K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
47
+ 0.3%
$20.29 - $22.36 $954 - $1.05K
15.7K $347K
KMI
Kinder Morgan, Inc.

Energy
185
+ 2.51%
$26.1 - $31.22 $4.83K - $5.78K
7.56K $215K
ET
Energy Transfer LP

Energy
1.13K
+ 9.14%
$17.26 - $21.08 $19.5K - $23.8K
13.5K $250K
SPIB
Spdr Portfolio Intermediate Te

ETFs
106
+ 1.68%
$32.5 - $33.3 $3.45K - $3.53K
6.42K $213K
MSTR
Microstrategy Inc

Technology
12
+ 1.51%
$239.27 - $396.5 $2.87K - $4.76K
806 $232K
Activity Summary
Buys All Purchases 105 New Holdings 28 Increased Positions 77 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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