West Michigan Advisors, LLC New Holdings in Q4 2024

West Michigan Advisors, LLC

  • $296 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
APP
App Lovin Corp

Technology
1.97K
New
$130.67 - $401.5 $257K - $791K
1.97K $637K
SPOT
Spotify Technology S.A.

Communication Services
1.42K
New
$362.95 - $502.38 $515K - $712K
1.42K $634K
NTRA
Natera, Inc.

Healthcare
3.89K
New
$117.67 - $174.0 $458K - $677K
3.89K $616K
TRGP
Targa Resources Corp.

Energy
3.24K
New
$150.58 - $207.69 $488K - $674K
3.24K $579K
CVNA
Carvana Co.

Consumer Cyclical
2.5K
New
$175.8 - $260.8 $440K - $653K
2.5K $508K
NRG
Nrg Energy, Inc.

Utilities
4.65K
New
$85.3 - $101.61 $396K - $472K
4.65K $419K
UAL
United Airlines Holdings, Inc.

Industrials
3.96K
New
$55.62 - $102.44 $220K - $406K
3.96K $384K
COP
Conocophillips

Energy
3.59K
New
$95.12 - $114.72 $341K - $412K
3.59K $355K
JPIE
J P Morgan Exchange Traded Fd
7.62K
New
$45.59 - $46.25 $347K - $353K
7.62K $347K
KKR
Kkr & Co. Inc.

Financial Services
2.2K
New
$129.87 - $162.87 $285K - $358K
2.2K $324K
HWM
Howmet Aerospace Inc.

Industrials
2.8K
New
$99.72 - $120.09 $279K - $336K
2.8K $306K
DOCS
Doximity, Inc.

Healthcare
5.74K
New
$41.25 - $61.25 $237K - $352K
5.74K $306K
AXON
Axon Enterprise, Inc.

Industrials
515
New
$399.22 - $689.78 $206K - $355K
515 $306K
WFC
Wells Fargo & Company

Financial Services
4.34K
New
$54.98 - $77.35 $239K - $336K
4.34K $304K
JEF
Jefferies Financial Group Inc.

Financial Services
3.82K
New
$61.95 - $81.75 $237K - $312K
3.82K $299K
HOOD
Robinhood Markets, Inc.

Technology
8.03K
New
$22.33 - $43.2 $179K - $347K
8.03K $299K
ADP
Automatic Data Processing Inc

Industrials
1.02K
New
$280.08 - $307.97 $285K - $314K
1.02K $298K
UI
Ubiquiti Inc.

Technology
885
New
$223.6 - $362.72 $198K - $321K
885 $293K
VIRT
Virtu Financial, Inc.

Financial Services
8.08K
New
$30.43 - $37.95 $246K - $306K
8.08K $288K
LITE
Lumentum Holdings Inc.

Technology
3.44K
New
$61.49 - $94.9 $211K - $326K
3.44K $288K
SOFI
So Fi Technologies, Inc.

Financial Services
18.4K
New
$7.63 - $16.88 $141K - $311K
18.4K $283K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
3.81K
New
$58.32 - $85.45 $222K - $326K
3.81K $282K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.6K
New
$138.3 - $192.95 $221K - $308K
1.6K $281K
IWB
Ishares Tr Russell 1000 ETF

ETFs
856
New
$311.11 - $335.64 $266K - $287K
856 $275K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
10.3K
New
$22.72 - $28.29 $234K - $291K
10.3K $271K
DGRO
Ishares Core Dividend Growth E

ETFs
4.38K
New
$60.73 - $64.94 $266K - $285K
4.38K $268K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.66K
New
$100.16 - $100.7 $267K - $268K
2.66K $267K
VST
Vistra Corp.

Utilities
1.94K
New
$115.74 - $166.61 $224K - $323K
1.94K $267K
SBUX
Starbucks Corp

Consumer Cyclical
2.91K
New
$87.44 - $102.5 $254K - $298K
2.91K $264K
FICO
Fair Isaac Corp

Technology
133
New
$1911.01 - $2382.4 $254K - $317K
133 $264K
AAON
Aaon, Inc.

Industrials
2.22K
New
$106.25 - $140.75 $236K - $313K
2.22K $261K
FIX
Comfort Systems Usa Inc

Industrials
616
New
$370.68 - $504.12 $228K - $311K
616 $261K
AFRM
Affirm Holdings, Inc.

Technology
4.28K
New
$38.48 - $72.86 $165K - $312K
4.28K $260K
TOST
Toast, Inc.

Technology
7K
New
$27.43 - $43.54 $192K - $305K
7K $254K
SUB
Ishares Short Term National Mu

ETFs
2.38K
New
$104.94 - $106.2 $250K - $253K
2.38K $251K
BKR
Baker Hughes CO

Energy
6.01K
New
$35.98 - $44.88 $216K - $270K
6.01K $246K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.49K
New
$34.49 - $39.24 $224K - $255K
6.49K $241K
MSTR
Microstrategy Inc

Technology
794
New
$162.69 - $473.83 $129K - $376K
794 $229K
TPL
Texas Pacific Land Corp

Energy
205
New
$915.49 - $1730.0 $188K - $355K
205 $226K
MO
Altria Group, Inc.

Consumer Defensive
4.22K
New
$49.06 - $57.74 $207K - $243K
4.22K $220K
VRT
Vertiv Holdings CO

Industrials
2.42K
New
N/A
2.42K $209K
KMI
Kinder Morgan, Inc.

Energy
7.38K
New
$22.59 - $28.54 $167K - $211K
7.38K $202K
PM
Philip Morris International Inc.

Consumer Defensive
1.68K
New
$118.38 - $133.06 $199K - $223K
1.68K $201K
EPAM
Epam Systems, Inc.

Technology
916
New
N/A
916 $169K
ZOM
Zomedica Corp.

Healthcare
390K
New
$0.12 - $0.15 $46.8K - $58.5K
390K $46K
Cava Group Inc
2.21K
New
N/A
2.21K $0
The Wisdomtree Trust Voya Yield Enhanced Usd
7.03K
New
N/A
7.03K $0
Black Rock Inc New
596
New
N/A
596 $0
PDEC
Innovator U.S. Equity Power Bu
225K
New
N/A
225K $0
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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