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
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
COST
Costco Wholesale Corp

Consumer Defensive
22
+ 6.53%
$908.13 - $1056.85 $20K - $23.3K
359 $355K
HON
Honeywell International Inc

Industrials
7
+ 0.42%
$182.86 - $232.88 $1.28K - $1.63K
1.68K $391K
WFC
Wells Fargo & Company

Financial Services
11
+ 0.26%
$60.98 - $80.12 $671 - $881
4.18K $334K
FCX
Freeport Mcmoran Inc

Basic Materials
120
+ 2.22%
$29.15 - $44.46 $3.5K - $5.34K
5.53K $239K
FTCS
First Trust Capital Strength E

ETFs
230
+ 2.09%
$81.6 - $92.39 $18.8K - $21.2K
11.3K $1.02M
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
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
49
+ 0.31%
$19.41 - $22.77 $951 - $1.12K
15.8K $359K
MDLZ
Mondelez International, Inc.

Consumer Defensive
180
+ 3.42%
$63.54 - $68.5 $11.4K - $12.3K
5.45K $367K
ADBE
Adobe Inc.

Technology
22
+ 3.91%
$340.0 - $420.68 $7.48K - $9.25K
584 $225K
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
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.21%
$121.58 - $136.74 $608 - $684
2.38K $322K
I Shares Bitcoin ETF
2.42K
+ 17.29%
N/A
16.4K $0
FSCO
Fs Cr Opportunities Corp Com
688
+ 0.45%
N/A
155K $0
Ge Vernova Incorporated
778
+ 95.58%
N/A
1.59K $0
The Wisdomtree Trust Voya Yield Enhanced Usd
6.06K
+ 55.91%
N/A
16.9K $0
Cidara Therapeutics Incorporated Com New
3K
+ 22.22%
N/A
16.5K $0
IDVO
Amplify ETF Tr Intl Enhanced D
1.34K
+ 7.49%
N/A
19.3K $0
Global X 1 3 Month T Bill ETF
61
+ 1.05%
N/A
5.85K $0
Black Rock Inc New
44
+ 11.11%
N/A
440 $0
PDEC
Innovator U.S. Equity Power Bu
2.03K
+ 0.91%
N/A
226K $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
PRU
Prudential Financial Inc

Financial Services
7
+ 0.32%
$95.12 - $112.71 $666 - $789
2.21K $237K
COP
Conocophillips

Energy
514
+ 14.33%
$82.66 - $106.1 $42.5K - $54.5K
4.1K $368K
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
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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