West Michigan Advisors, LLC Incresed Positions in Q4 2024

West Michigan Advisors, LLC

  • $296 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
30
+ 0.22%
$270.87 - $367.87 $8.13K - $11K
13.6K $4.53M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.62K
+ 70.65%
$173.13 - $258.09 $454K - $677K
6.33K $1.46M
AMZN
Amazon Com Inc

Consumer Cyclical
172
+ 0.95%
$180.88 - $232.93 $31.1K - $40.1K
18.3K $4.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.17K
+ 211.57%
$481.22 - $538.17 $563K - $630K
1.72K $880K
IWF
Ishares Russell 1000 Gr ETF

ETFs
826
+ 17.29%
$370.24 - $418.94 $306K - $346K
5.6K $2.25M
PLTR
Palantir Technologies Inc.

Technology
1.88K
+ 23.7%
$36.46 - $82.38 $68.4K - $155K
9.8K $740K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
451
+ 4.48%
$521.84 - $558.82 $235K - $252K
10.5K $5.67M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
13.8K
+ 4.2%
$40.26 - $42.88 $557K - $594K
343K $13.9M
PFFV
Global X Variable Rate Preferr

Technology
13.8K
+ 136.2%
$23.57 - $24.48 $324K - $337K
23.9K $562K
GLD
Spdr Gold Trust

ETFs
1.2K
+ 40.09%
$236.59 - $257.5 $285K - $310K
4.2K $1.02M
GOOG
Alphabet Inc.

Communication Services
355
+ 7.59%
$163.08 - $198.16 $57.9K - $70.3K
5.03K $958K
META
Meta Platforms, Inc.

Communication Services
202
+ 6.66%
$554.08 - $632.68 $112K - $128K
3.24K $1.91M
HPE
Hewlett Packard Enterprise CO

Technology
6.26K
+ 38.82%
$19.31 - $23.95 $121K - $150K
22.4K $478K
NFLX
Netflix Inc

Communication Services
10
+ 1.31%
$687.65 - $936.56 $6.88K - $9.37K
776 $691K
MSI
Motorola Solutions, Inc.

Technology
102
+ 1.34%
$449.08 - $504.6 $45.8K - $51.5K
7.73K $3.57M
JMEE
J P Morgan Exchange Traded Fd

ETFs
2.67K
+ 4.27%
$60.1 - $66.4 $161K - $177K
65.2K $3.94M
EQIX
Equinix Inc

Real Estate
107
+ 23.78%
$865.69 - $985.0 $92.6K - $105K
557 $525K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
443
+ 13.56%
$198.04 - $221.51 $87.7K - $98.1K
3.71K $780K
FSK
Fs Kkr Capital Corp

Financial Services
803
+ 1.82%
$19.71 - $22.22 $15.8K - $17.8K
44.9K $974K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.09K
+ 14.9%
$91.29 - $91.8 $99.5K - $100K
8.41K $768K
TJX
Tjx Companies Inc

Consumer Cyclical
539
+ 13.67%
$112.15 - $127.2 $60.4K - $68.6K
4.48K $541K
EMR
Emerson Electric CO

Industrials
298
+ 11.48%
$108.13 - $134.33 $32.2K - $40K
2.89K $358K
COST
Costco Wholesale Corp

Consumer Defensive
63
+ 20.79%
$873.59 - $994.69 $55K - $62.7K
366 $335K
CAT
Caterpillar Inc

Industrials
320
+ 15.92%
$360.37 - $416.88 $115K - $133K
2.33K $845K
JCI
Johnson Controls International PLC

Industrials
170
+ 0.53%
$74.23 - $86.6 $12.6K - $14.7K
32.3K $2.55M
RTX
Raytheon Technologies Corp

Industrials
486
+ 27.93%
$114.45 - $127.21 $55.6K - $61.8K
2.23K $257K
FDX
Fedex Corp

Industrials
140
+ 14.51%
$260.5 - $305.15 $36.5K - $42.7K
1.11K $310K
AXP
American Express CO

Financial Services
54
+ 5.78%
$267.35 - $305.57 $14.4K - $16.5K
988 $293K
WTFC
Wintrust Financial Corp

Financial Services
12
+ 0.53%
$104.15 - $138.5 $1.25K - $1.66K
2.28K $284K
DUK
Duke Energy Corp

Utilities
499
+ 18.79%
$105.76 - $120.76 $52.8K - $60.3K
3.15K $339K
SYK
Stryker Corp

Healthcare
102
+ 1.19%
$345.14 - $392.15 $35.2K - $40K
8.68K $3.12M
TECL
Direxion Daily Technology Bull

ETFs
100
+ 2.0%
$81.25 - $102.52 $8.13K - $10.3K
5.1K $461K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
486
+ 7.65%
$48.48 - $49.47 $23.6K - $24K
6.84K $333K
TSCO
Tractor Supply CO

Consumer Cyclical
7.15K
+ 468.19%
$52.59 - $303.74 $376K - $2.17M
8.68K $460K
APD
Air Products & Chemicals, Inc.

Basic Materials
195
+ 3.45%
$285.5 - $335.62 $55.7K - $65.4K
5.85K $1.7M
T
At&T Inc.

Communication Services
18
+ 0.16%
$21.22 - $23.88 $382 - $430
11.3K $258K
SCHX
Schwab Strategic Tr Us Large C

ETFs
6.25K
+ 200.87%
$22.4 - $68.28 $140K - $427K
9.36K $216K
JNJ
Johnson & Johnson

Healthcare
509
+ 12.89%
$143.34 - $165.86 $73K - $84.4K
4.46K $644K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
396
+ 5.01%
$45.17 - $47.23 $17.9K - $18.7K
8.3K $376K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
159
+ 2.5%
$51.54 - $52.55 $8.19K - $8.36K
6.53K $337K
Tommys Express Holdings Inc
199K
+ 44.72%
N/A
643K $0
IDVO
Amplify ETF Tr Intl Enhanced D
430
+ 2.57%
N/A
17.1K $0
Coherent Corporation
1.63K
+ 41.11%
N/A
5.6K $0
EAD
Allspring Income Opportunities Fund

Financial Services
184
+ 1.53%
$6.76 - $7.2 $1.24K - $1.32K
12.2K $83K
MLN
Vaneck Long Muni ETF

ETFs
202
+ 0.94%
$17.61 - $18.29 $3.56K - $3.69K
21.7K $387K
MCD
Mcdonalds Corp

Consumer Cyclical
128
+ 4.0%
$288.47 - $316.54 $36.9K - $40.5K
3.33K $965K
IWD
Ishares Russell 1000 Val ETF

ETFs
95
+ 1.39%
$183.23 - $199.79 $17.4K - $19K
6.93K $1.28M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
52
+ 2.24%
$131.66 - $144.0 $6.85K - $7.49K
2.37K $313K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
162
+ 0.25%
$50.37 - $50.6 $8.16K - $8.2K
65.7K $3.31M
Activity Summary
Buys All Purchases 118 New Holdings 52 Increased Positions 66 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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