West Michigan Advisors, LLC Portfolio Holdings

West Michigan Advisors, LLC

  • $327 Million
  • Q2 2025

West Michigan Advisors, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $327 Million distributed in 235 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gentex Corp with a value of $39.5M, Ishares Trishares 0 3 Mnth Tre with a value of $16.7M, Amplify ETF Tr Amplify Cwp Enh with a value of $14.9M, Microsoft Corp with a value of $12.5M, and Apple Inc. with a value of $9.47M.

Examining the 13F form we can see an increase of $44.6M in the current position value, from $282M to 327M.

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 $327 Million
ETFs: $108 Million
Technology: $56.3 Million
Consumer Cyclical: $55 Million
Financial Services: $29.2 Million
Industrials: $17.2 Million
Healthcare: $16.2 Million
Communication Services: $13.7 Million
Consumer Defensive: $8.71 Million
Other: $17.4 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.39B
$39.5 Million 12.07% of portfolio
1,794,798
Q2 2025 Added 0.08%
$8.71B
$478,000 0.15% of portfolio
10,300
Q4 2024 New
$3.68B
$411,000 0.13% of portfolio
1,018
Q2 2025 Added 26.3%
$6.58B
$321,000 0.1% of portfolio
6,100
Q2 2025 Reduced 11.07%
$2.72B
$286,000 0.09% of portfolio
4,187
Q2 2025 Reduced 35.54%
$7.74B
$275,000 0.08% of portfolio
2,222
Q2 2025 Reduced 2.93%
$3.17B
$82,000 0.03% of portfolio
10,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 235
  • Current Value $327 Million
  • Prior Value $282 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 40 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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