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 Market Cap. of $2 Billions to $10 Billions

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%
$6.81B
$427,000 0.15% of portfolio
7,363
Q1 2025 Added 28.28%
$2.51B
$401,000 0.14% of portfolio
6,496
Q1 2025 New
$6.31B
$377,000 0.13% of portfolio
6,859
Q1 2025 Reduced 21.0%
$4.77B
$326,000 0.12% of portfolio
21,011
Q1 2025 New
$7.42B
$305,000 0.11% of portfolio
10,300
Q4 2024 New
$8.1B
$257,000 0.09% of portfolio
2,289
Q1 2025 Added 0.22%
$9.91B
$224,000 0.08% of portfolio
2,322
Q1 2025 New
$9.38B
$224,000 0.08% of portfolio
2,543
Q1 2025 Reduced 39.45%
$4.22B
$232,000 0.08% of portfolio
806
Q1 2025 Added 1.51%

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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