West Michigan Advisors, LLC Reduced Holdings in Q1 2025

West Michigan Advisors, LLC

  • $282 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
-662
- 5.67%
$86.39 - $91.35 $57.2K - $60.5K
11K $988K
HTAB
Hartford Fds Exchange Traded

ETFs
-1.71K
- 7.44%
$18.95 - $19.6 $32.4K - $33.5K
21.3K $407K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-778
- 3.73%
$95.85 - $99.25 $74.6K - $77.2K
20.1K $1.99M
FFA
First Trust Enhanced Equity Income Fund

Financial Services
-473
- 3.29%
$19.17 - $21.07 $9.07K - $9.97K
13.9K $268K
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.19%
$554.06 - $615.85 $1.11K - $1.23K
1.05K $587K
QDF
Flexshares Quality Dividend In

ETFs
-152
- 1.98%
$67.19 - $73.37 $10.2K - $11.2K
7.52K $513K
BAC
Bank Of America Corp

Financial Services
-243
- 4.27%
$39.61 - $47.74 $9.63K - $11.6K
5.45K $227K
FVD
First Tr Value Line Divid Inde

ETFs
-651
- 9.53%
$42.61 - $45.51 $27.7K - $29.6K
6.18K $275K
TJX
Tjx Companies Inc

Consumer Cyclical
-227
- 5.06%
$112.81 - $126.16 $25.6K - $28.6K
4.26K $518K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.12K
- 3.38%
$42.4 - $44.11 $47.4K - $49.3K
32K $1.4M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-299
- 3.81%
$81.83 - $82.73 $24.5K - $24.7K
7.54K $623K
ITW
Illinois Tool Works Inc

Industrials
-55
- 6.25%
$244.9 - $274.48 $13.5K - $15.1K
825 $204K
QCOM
Qualcomm Inc

Technology
-124
- 2.92%
$151.94 - $175.86 $18.8K - $21.8K
4.12K $632K
COST
Costco Wholesale Corp

Consumer Defensive
-29
- 7.92%
$890.62 - $1076.86 $25.8K - $31.2K
337 $318K
IEFA
Ishares Tr

ETFs
-937
- 8.58%
$69.57 - $78.65 $65.2K - $73.7K
9.99K $755K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-302
- 4.62%
$51.52 - $52.37 $15.6K - $15.8K
6.23K $326K
SPGI
S&P Global Inc.

Financial Services
-36
- 3.68%
$478.26 - $543.77 $17.2K - $19.6K
943 $479K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1
- 0.01%
$49.25 - $50.66 $49.3 - $50.7
10.4K $513K
WFC
Wells Fargo & Company

Financial Services
-169
- 3.89%
$66.78 - $81.42 $11.3K - $13.8K
4.17K $299K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-218
- 2.63%
$44.68 - $46.49 $9.74K - $10.1K
8.08K $374K
Ge Vernova Incorporated
-21
- 2.51%
N/A
814 $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-53
- 0.77%
$48.31 - $49.23 $2.56K - $2.61K
6.79K $333K
PDEC
Innovator U.S. Equity Power Bu
-847
- 0.38%
N/A
224K $0
Black Rock Inc New
-200
- 33.56%
N/A
396 $0
T
At&T Inc.

Communication Services
-2.16K
- 19.05%
$21.56 - $28.28 $46.6K - $61.1K
9.18K $259K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-7
- 0.3%
$126.11 - $135.06 $883 - $945
2.3K $296K
CVX
Chevron Corp

Energy
-1.05K
- 13.15%
$146.71 - $167.97 $153K - $176K
6.91K $1.16M
MA
Mastercard Inc

Financial Services
-15
- 2.56%
$504.67 - $576.31 $7.57K - $8.64K
572 $313K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-274
- 4.3%
$36.6 - $39.56 $10K - $10.8K
6.1K $236K
XOM
Exxon Mobil Corp

Energy
-368
- 8.63%
$105.44 - $118.93 $38.8K - $43.8K
3.89K $463K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2
- 0.08%
$128.74 - $138.67 $257 - $277
2.37K $321K
CSCO
Cisco Systems, Inc.

Technology
-77
- 0.8%
$58.74 - $64.87 $4.52K - $4.99K
9.53K $588K
ALL
Allstate Corp

Financial Services
-44
- 2.13%
$180.99 - $210.18 $7.96K - $9.25K
2.02K $417K
JPM
Jpmorgan Chase & CO

Financial Services
-433
- 1.88%
$225.19 - $279.95 $97.5K - $121K
22.6K $5.54M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-125
- 1.52%
$87.68 - $94.52 $11K - $11.8K
8.13K $760K
WM
Waste Management Inc

Industrials
-32
- 2.56%
$200.54 - $233.78 $6.42K - $7.48K
1.22K $282K
MDT
Medtronic PLC

Healthcare
-574
- 6.92%
$79.84 - $94.5 $45.8K - $54.2K
7.72K $693K
NFLX
Netflix Inc

Communication Services
-1
- 0.13%
$828.4 - $1058.6 $828 - $1.06K
775 $722K
V
Visa Inc.

Financial Services
-146
- 5.19%
$306.92 - $362.71 $44.8K - $53K
2.67K $934K
AMGN
Amgen Inc

Healthcare
-112
- 7.0%
$258.59 - $327.36 $29K - $36.7K
1.49K $463K
TMUS
T Mobile Us, Inc.

Communication Services
-99
- 4.35%
$211.3 - $272.83 $20.9K - $27K
2.18K $580K
KO
Coca Cola CO

Consumer Defensive
-229
- 2.01%
$60.81 - $72.32 $13.9K - $16.6K
11.2K $799K
ABT
Abbott Laboratories

Healthcare
-650
- 6.96%
$111.1 - $140.22 $72.2K - $91.1K
8.7K $1.15M
GE
General Electric CO

Industrials
-7
- 0.21%
$168.59 - $212.13 $1.18K - $1.48K
3.29K $658K
IBM
International Business Machines Corp

Technology
-31
- 0.63%
$217.4 - $264.74 $6.74K - $8.21K
4.91K $1.22M
ABBV
Abb Vie Inc.

Healthcare
-14
- 0.17%
$169.2 - $216.66 $2.37K - $3.03K
8.29K $1.74M
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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