West Michigan Advisors, LLC Portfolio Holdings

West Michigan Advisors, LLC

  • $296 Million
  • Q4 2024

West Michigan Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $296 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gentex Corp with a value of $43.6M, Amplify ETF Tr Amplify Cwp Enh with a value of $13.9M, Apple Inc. with a value of $10.8M, Microsoft Corp with a value of $10.6M, and Nvidia Corp with a value of $8.13M.

Examining the 13F form we can see an decrease of $3.68M in the current position value, from $300M to 296M.

West Michigan Advisors, LLC is based out at Holland, MI

Below you can find more details about West Michigan Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $296 Million
ETFs: $86.3 Million
Consumer Cyclical: $58.7 Million
Technology: $53.8 Million
Financial Services: $26.5 Million
Healthcare: $16.8 Million
Industrials: $15.2 Million
Communication Services: $10.6 Million
Consumer Defensive: $8.74 Million
Other: $15.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.76B
$43.6 Million 14.73% of portfolio
1,518,923
Q4 2024 Reduced 17.7%
$3.97T
$10.8 Million 3.65% of portfolio
43,196
Q4 2024 Reduced 2.78%
$3.01T
$10.6 Million 3.59% of portfolio
25,248
Q4 2024 Reduced 2.08%
$325B
$8.13 Million 2.74% of portfolio
60,540
Q4 2024 Reduced 1.52%
$23.1B
$5.72 Million 1.93% of portfolio
351,844
Q4 2024 Reduced 2.37%
$767B
$5.52 Million 1.86% of portfolio
23,024
Q4 2024 Reduced 2.12%
$84.2B
$5.2 Million 1.75% of portfolio
22,408
Q4 2024 Reduced 10.74%
$308B
$4.53 Million 1.53% of portfolio
13,552
Q4 2024 Added 0.22%
$182B
$4.18 Million 1.41% of portfolio
104,564
Q4 2024 Reduced 0.94%
$231B
$4.11 Million 1.39% of portfolio
41,335
Q4 2024 Reduced 4.73%
$2.17T
$4.02 Million 1.36% of portfolio
18,319
Q4 2024 Added 0.95%
$115B
$3.99 Million 1.35% of portfolio
12,028
Q4 2024 Reduced 1.56%
$254B
$3.95 Million 1.33% of portfolio
43,773
Q4 2024 Reduced 6.61%
$20B
$3.65 Million 1.23% of portfolio
42,568
Q4 2024 Reduced 2.98%
$70.2B
$3.57 Million 1.21% of portfolio
7,732
Q4 2024 Added 1.34%
$147B
$3.12 Million 1.05% of portfolio
8,675
Q4 2024 Added 1.19%
$76.1B
$2.61 Million 0.88% of portfolio
18,676
Q4 2024 Added 1.79%
$57.9B
$2.55 Million 0.86% of portfolio
32,330
Q4 2024 Added 0.53%
$139B
$2.42 Million 0.82% of portfolio
33,751
Q4 2024 Added 0.38%
$391B
$2.28 Million 0.77% of portfolio
5,860
Q4 2024 Reduced 1.99%
$122B
$2.25 Million 0.76% of portfolio
10,572
Q4 2024 Reduced 1.44%
$149B
$2.05 Million 0.69% of portfolio
9,000
Q4 2024 Added 2.69%
$837B
$2.03 Million 0.68% of portfolio
2,627
Q4 2024 Added 0.19%
$24.4B
$1.91 Million 0.65% of portfolio
58,429
Q4 2024 Reduced 5.79%
$1.54T
$1.91 Million 0.64% of portfolio
3,235
Q4 2024 Added 6.66%
$89B
$1.81 Million 0.61% of portfolio
7,784
Q4 2024 Added 9.08%
$404B
$1.76 Million 0.6% of portfolio
10,525
Q4 2024 Added 1.89%
$68.6B
$1.7 Million 0.57% of portfolio
5,846
Q4 2024 Added 3.45%
$432B
$1.52 Million 0.51% of portfolio
3,011
Q4 2024 Added 2.73%
$361B
$1.48 Million 0.5% of portfolio
8,306
Q4 2024 Reduced 8.16%
$60.6B
$1.46 Million 0.49% of portfolio
6,333
Q4 2024 Added 70.65%
$32.6B
$1.28 Million 0.43% of portfolio
8,241
Q4 2024 Reduced 4.4%
$1.07T
$1.19 Million 0.4% of portfolio
6,289
Q4 2024 Reduced 3.98%
$309B
$1.15 Million 0.39% of portfolio
7,953
Q4 2024 Reduced 11.18%
$235B
$1.09 Million 0.37% of portfolio
4,937
Q4 2024 Reduced 3.76%
$236B
$1.06 Million 0.36% of portfolio
9,345
Q4 2024 Reduced 3.46%
$214B
$1.05 Million 0.35% of portfolio
1,832
Q4 2024 Reduced 7.8%
$226B
$965,000 0.33% of portfolio
3,332
Q4 2024 Added 4.0%
$0
$974,000 0.33% of portfolio
44,853
Q4 2024 Added 1.82%
$1.1T
$958,000 0.32% of portfolio
5,032
Q4 2024 Added 7.59%
$1.04T
$938,000 0.32% of portfolio
2,323
Q4 2024 Reduced 2.68%
$572B
$888,000 0.3% of portfolio
2,812
Q4 2024 Reduced 5.0%
$179B
$845,000 0.29% of portfolio
2,330
Q4 2024 Added 15.92%
$75.5B
$780,000 0.26% of portfolio
4,047
Q4 2024 Reduced 4.12%
$141B
$745,000 0.25% of portfolio
3,301
Q4 2024 Reduced 1.87%
$178B
$740,000 0.25% of portfolio
9,796
Q4 2024 Added 23.7%
$458B
$699,000 0.24% of portfolio
4,200
Q4 2024 Reduced 18.95%
$212B
$705,000 0.24% of portfolio
4,640
Q4 2024 Reduced 3.01%
$305B
$709,000 0.24% of portfolio
11,398
Q4 2024 Added 3.45%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $296 Million
  • Prior Value $300 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 52 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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