West Michigan Advisors, LLC Incresed Positions in Q2 2025

West Michigan Advisors, LLC

  • $327 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
111K
+ 201.33%
$100.35 - $100.71 $11.1M - $11.2M
166K $16.7M
MSFT
Microsoft Corp

Technology
5.61K
+ 28.6%
$354.56 - $497.45 $1.99M - $2.79M
25.2K $12.5M
CRM
Salesforce, Inc.

Technology
11.4K
+ 551.09%
$236.26 - $291.15 $2.68M - $3.31M
13.4K $3.66M
NVDA
Nvidia Corp

Technology
799
+ 1.45%
$94.31 - $157.99 $75.4K - $126K
56K $8.85M
ABBV
Abb Vie Inc.

Healthcare
14.7K
+ 177.42%
$170.16 - $206.27 $2.5M - $3.03M
23K $4.27M
AVGO
Broadcom Inc.

Technology
357
+ 1.62%
$146.29 - $275.65 $52.2K - $98.4K
22.3K $6.15M
ETN
Eaton Corp PLC

Industrials
298
+ 2.46%
$246.52 - $356.99 $73.5K - $106K
12.4K $4.43M
JPM
Jpmorgan Chase & CO

Financial Services
389
+ 1.72%
$210.28 - $289.91 $81.8K - $113K
23K $6.66M
CGGO
Capital Group Global Growth Eq

ETFs
6.27K
+ 2.79%
$25.31 - $32.17 $159K - $202K
231K $7.38M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.43K
+ 6.19%
$45.88 - $54.4 $387K - $458K
144K $7.86M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.95K
+ 0.85%
$37.18 - $42.55 $110K - $125K
350K $14.9M
META
Meta Platforms, Inc.

Communication Services
104
+ 3.06%
$484.66 - $738.09 $50.4K - $76.8K
3.5K $2.58M
AMZN
Amazon Com Inc

Consumer Cyclical
419
+ 2.29%
$167.32 - $223.3 $70.1K - $93.6K
18.7K $4.1M
HD
Home Depot, Inc.

Consumer Cyclical
1.57K
+ 33.1%
$335.24 - $380.78 $527K - $598K
6.32K $2.32M
CSCO
Cisco Systems, Inc.

Technology
6.31K
+ 66.19%
$53.19 - $69.38 $336K - $438K
15.8K $1.1M
NFLX
Netflix Inc

Communication Services
130
+ 16.77%
$855.86 - $1339.13 $111K - $174K
905 $1.21M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
225
+ 0.35%
$56.88 - $70.77 $12.8K - $15.9K
64.5K $4.57M
GOOGL
Alphabet Inc.

Communication Services
1.72K
+ 22.95%
$144.7 - $178.6 $249K - $308K
9.24K $1.63M
WMT
Walmart Inc.

Consumer Defensive
110
+ 0.25%
$81.79 - $99.98 $9K - $11K
44K $4.3M
BAC
Bank Of America Corp

Financial Services
8.44K
+ 154.83%
$34.39 - $47.46 $290K - $400K
13.9K $657K
GLD
Spdr Gold Trust

ETFs
981
+ 21.37%
$273.71 - $316.29 $269K - $310K
5.57K $1.7M
QDPL
Pacer Fds Tr Metaurus Us Large
3.98K
+ 5.53%
$32.46 - $39.77 $129K - $158K
75.9K $3M
TJX
Tjx Companies Inc

Consumer Cyclical
2.86K
+ 67.26%
$119.13 - $135.03 $341K - $386K
7.12K $878K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.79K
+ 144.5%
$151.62 - $183.47 $271K - $328K
3.02K $554K
KO
Coca Cola CO

Consumer Defensive
4.77K
+ 42.72%
$68.37 - $73.9 $326K - $353K
15.9K $1.13M
JPIE
J P Morgan Exchange Traded Fd
6.2K
+ 52.99%
$45.12 - $46.32 $280K - $287K
17.9K $828K
JMEE
J P Morgan Exchange Traded Fd

ETFs
701
+ 1.03%
$49.07 - $59.23 $34.4K - $41.5K
69K $4.09M
GE
General Electric CO

Industrials
265
+ 8.06%
$166.81 - $257.39 $44.2K - $68.2K
3.55K $914K
RTX
Raytheon Technologies Corp

Industrials
1.25K
+ 26.34%
$113.75 - $148.48 $142K - $185K
5.99K $874K
JNJ
Johnson & Johnson

Healthcare
1.98K
+ 38.91%
$146.36 - $159.82 $289K - $316K
7.05K $1.08M
CAT
Caterpillar Inc

Industrials
263
+ 11.58%
$273.94 - $388.21 $72K - $102K
2.53K $983K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.15K
+ 8.97%
$100.04 - $100.54 $215K - $216K
26.2K $2.63M
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
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
5.15K
+ 57.34%
$24.61 - $25.89 $127K - $133K
14.1K $363K
AMAT
Applied Materials Inc

Technology
401
+ 23.94%
$126.95 - $183.52 $50.9K - $73.6K
2.08K $380K
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
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
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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