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 Market Cap. of $2 Billions to $10 Billions

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%
$6.34B
$460,000 0.16% of portfolio
8,682
Q4 2024 Added 468.19%
$9.15B
$316,000 0.11% of portfolio
12,876
Q3 2024 New
$3.79B
$288,000 0.1% of portfolio
8,076
Q4 2024 New
$7.87B
$284,000 0.1% of portfolio
2,284
Q4 2024 Added 0.53%
$5.3B
$288,000 0.1% of portfolio
3,435
Q4 2024 New
$8.51B
$306,000 0.1% of portfolio
5,740
Q4 2024 New
$6.02B
$261,000 0.09% of portfolio
2,221
Q4 2024 New
$3.42B
$271,000 0.09% of portfolio
10,300
Q4 2024 New
$3.16B
$229,000 0.08% of portfolio
794
Q4 2024 New
$7.73B
$200,000 0.07% of portfolio
1,088
Q4 2024 Reduced 6.21%

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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