West Michigan Advisors, LLC Portfolio Holdings

West Michigan Advisors, LLC

  • $282 Million
  • Q1 2025

West Michigan Advisors, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $282 Million distributed in 212 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gentex Corp with a value of $41.8M, Amplify ETF Tr Amplify Cwp Enh with a value of $14.1M, Apple Inc. with a value of $9.73M, Microsoft Corp with a value of $7.36M, and J P Morgan ETF Tr Nasdaq Equit with a value of $7.04M.

Examining the 13F form we can see an decrease of $13.9M in the current position value, from $296M to 282M.

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 $282 Million
ETFs: $91.8 Million
Consumer Cyclical: $54.3 Million
Technology: $38.5 Million
Financial Services: $26.3 Million
Healthcare: $16.9 Million
Industrials: $14 Million
Communication Services: $12.4 Million
Energy: $9.23 Million
Other: $15 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.44B
$41.8 Million 14.8% of portfolio
1,793,348
Q1 2025 Added 18.07%
$3.41T
$9.73 Million 3.45% of portfolio
43,814
Q1 2025 Added 1.43%
$3.8T
$7.36 Million 2.61% of portfolio
19,618
Q1 2025 Reduced 22.3%
$427B
$5.98 Million 2.12% of portfolio
55,197
Q1 2025 Reduced 8.83%
$853B
$5.54 Million 1.96% of portfolio
22,591
Q1 2025 Reduced 1.88%
$24.3B
$5.35 Million 1.89% of portfolio
356,346
Q1 2025 Added 1.28%
$178B
$4.95 Million 1.75% of portfolio
109,176
Q1 2025 Added 4.41%
$260B
$3.85 Million 1.37% of portfolio
43,892
Q1 2025 Added 0.27%
$201B
$3.71 Million 1.31% of portfolio
41,314
Q1 2025 Reduced 0.05%
$117B
$3.68 Million 1.3% of portfolio
21,970
Q1 2025 Reduced 1.95%
$2.34T
$3.48 Million 1.23% of portfolio
18,265
Q1 2025 Reduced 0.29%
$70.2B
$3.38 Million 1.2% of portfolio
7,725
Q1 2025 Reduced 0.09%
$147B
$3.31 Million 1.17% of portfolio
8,884
Q1 2025 Added 2.41%
$149B
$3.29 Million 1.17% of portfolio
12,108
Q1 2025 Added 0.67%
$114B
$3.2 Million 1.13% of portfolio
10,603
Q1 2025 Added 5.11%
$14.9B
$3.16 Million 1.12% of portfolio
42,979
Q1 2025 Added 0.97%
$74.6B
$2.69 Million 0.95% of portfolio
33,639
Q1 2025 Added 4.05%
$150B
$2.5 Million 0.89% of portfolio
35,327
Q1 2025 Added 4.67%
$21.2B
$2.43 Million 0.86% of portfolio
64,949
Q1 2025 Added 11.16%
$139B
$2.36 Million 0.83% of portfolio
9,970
Q1 2025 Added 10.78%
$98.8B
$2.3 Million 0.81% of portfolio
8,668
Q1 2025 Added 11.36%
$124B
$2.24 Million 0.79% of portfolio
11,130
Q1 2025 Added 5.28%
$724B
$2.18 Million 0.77% of portfolio
2,640
Q1 2025 Added 0.49%
$1.62T
$1.96 Million 0.69% of portfolio
3,395
Q1 2025 Added 4.95%
$65.1B
$1.94 Million 0.69% of portfolio
6,572
Q1 2025 Added 12.42%
$327B
$1.74 Million 0.62% of portfolio
8,292
Q1 2025 Reduced 0.17%
$373B
$1.74 Million 0.62% of portfolio
4,746
Q1 2025 Reduced 19.01%
$367B
$1.72 Million 0.61% of portfolio
10,069
Q1 2025 Reduced 4.33%
$631B
$1.27 Million 0.45% of portfolio
2,390
Q1 2025 Added 88.93%
$255B
$1.22 Million 0.43% of portfolio
4,906
Q1 2025 Reduced 0.63%
$264B
$1.15 Million 0.41% of portfolio
2,205
Q1 2025 Reduced 26.77%
$218B
$1.16 Million 0.41% of portfolio
3,727
Q1 2025 Added 11.85%
$1.07T
$1.16 Million 0.41% of portfolio
7,512
Q1 2025 Added 19.45%
$293B
$1.16 Million 0.41% of portfolio
6,907
Q1 2025 Reduced 13.15%
$218B
$1.15 Million 0.41% of portfolio
8,695
Q1 2025 Reduced 6.96%
$34.3B
$1.01 Million 0.36% of portfolio
7,290
Q1 2025 Reduced 11.54%
$574B
$934,000 0.33% of portfolio
2,666
Q1 2025 Reduced 5.19%
$0
$850,000 0.3% of portfolio
40,603
Q1 2025 Reduced 9.48%
$430B
$842,000 0.3% of portfolio
5,078
Q1 2025 Added 13.91%
$1.16T
$797,000 0.28% of portfolio
5,102
Q1 2025 Added 1.39%
$92.3B
$798,000 0.28% of portfolio
6,543
Q1 2025 Added 107.45%
$303B
$799,000 0.28% of portfolio
11,169
Q1 2025 Reduced 2.01%
$241B
$799,000 0.28% of portfolio
1,464
Q1 2025 Reduced 20.09%
$216B
$748,000 0.26% of portfolio
2,271
Q1 2025 Reduced 2.53%
$549B
$722,000 0.26% of portfolio
775
Q1 2025 Reduced 0.13%
$16.9B
$733,000 0.26% of portfolio
12,960
Q1 2025 New
$119B
$693,000 0.25% of portfolio
7,715
Q1 2025 Reduced 6.92%
$1.57B
$680,000 0.24% of portfolio
10,600
Q1 2025 New
$287B
$658,000 0.23% of portfolio
3,289
Q1 2025 Reduced 0.21%

Summary

  • Portfolio
  • No. of Stocks 212
  • Current Value $282 Million
  • Prior Value $296 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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