West Michigan Advisors, LLC has filed its 13F form on August 05, 2024 for Q2 2024 where it was disclosed a total value porftolio of $299 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gentex Corp with a value of $62.3M, Amplify ETF Tr Amplify Cwp Enh with a value of $12.6M, Apple Inc. with a value of $9.74M, Microsoft Corp with a value of $8.99M, and Spdr Bloomberg 1 3 Month T Bil with a value of $8.75M.

Examining the 13F form we can see an increase of $2.38M in the current position value, from $297M to 299M.

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 $299 Million
ETFs: $92.3 Million
Consumer Cyclical: $74.5 Million
Technology: $43.6 Million
Financial Services: $22.5 Million
Healthcare: $17.7 Million
Industrials: $12 Million
Energy: $10.6 Million
Communication Services: $8.84 Million
Other: $14.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $299 Million
  • Prior Value $297 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 05, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 19 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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