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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
GNTX Gentex Corp Consumer Cyclical	$5.44B	$41.8 Million 14.8% of portfolio	1,793,348	Q1 2025 Added 18.07%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$14.1 Million 5.01% of portfolio	346,799	Q1 2025 Added 1.08%
AAPL Apple Inc. Technology	$3.38T	$9.73 Million 3.45% of portfolio	43,814	Q1 2025 Added 1.43%
MSFT Microsoft Corp Technology	$3.81T	$7.36 Million 2.61% of portfolio	19,618	Q1 2025 Reduced 22.3%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$7.04 Million 2.49% of portfolio	136,007	Q1 2025 Added 5.12%
CGGO Capital Group Global Growth Eq ETFs	$0	$6.36 Million 2.25% of portfolio	224,633	Q1 2025 Added 6.14%
NVDA Nvidia Corp Technology	$431B	$5.98 Million 2.12% of portfolio	55,197	Q1 2025 Reduced 8.83%
JPM Jpmorgan Chase & CO Financial Services	$850B	$5.54 Million 1.96% of portfolio	22,591	Q1 2025 Reduced 1.88%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$5.54 Million 1.96% of portfolio	55,018	Q1 2025 Added 1,966.79%
HBAN Huntington Bancshares Inc Financial Services	$24.5B	$5.35 Million 1.89% of portfolio	356,346	Q1 2025 Added 1.28%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$5.3 Million 1.88% of portfolio	10,319	Q1 2025 Reduced 1.88%
VZ Verizon Communications Inc Communication Services	$172B	$4.95 Million 1.75% of portfolio	109,176	Q1 2025 Added 4.41%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$4.4 Million 1.56% of portfolio	66,324	Q1 2025 Added 2.7%
JIRE J P Morgan Exchg Traded Fd Tr ETFs	$0	$4.1 Million 1.45% of portfolio	64,281	Q1 2025 Added 5.95%
WMT Walmart Inc. Consumer Defensive	$258B	$3.85 Million 1.37% of portfolio	43,892	Q1 2025 Added 0.27%
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$3.83 Million 1.36% of portfolio	68,346	Q1 2025 Added 4.86%
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$3.75 Million 1.33% of portfolio	79,731	Q1 2025 Added 4.15%
MRK Merck & Co., Inc. Healthcare	$207B	$3.71 Million 1.31% of portfolio	41,314	Q1 2025 Reduced 0.05%
AVGO Broadcom Inc. Technology	$116B	$3.68 Million 1.3% of portfolio	21,970	Q1 2025 Reduced 1.95%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$3.47 Million 1.23% of portfolio	60,683	Q1 2025 Added 3.9%
AMZN Amazon Com Inc Consumer Cyclical	$2.28T	$3.48 Million 1.23% of portfolio	18,265	Q1 2025 Reduced 0.29%
MSI Motorola Solutions, Inc. Technology	$70.3B	$3.38 Million 1.2% of portfolio	7,725	Q1 2025 Reduced 0.09%
SYK Stryker Corp Healthcare	$147B	$3.31 Million 1.17% of portfolio	8,884	Q1 2025 Added 2.41%
ETN Eaton Corp PLC Industrials	$152B	$3.29 Million 1.17% of portfolio	12,108	Q1 2025 Added 0.67%
CB Chubb LTD Financial Services	$114B	$3.2 Million 1.13% of portfolio	10,603	Q1 2025 Added 5.11%
BBY Best Buy CO Inc Consumer Cyclical	$15.2B	$3.16 Million 1.12% of portfolio	42,979	Q1 2025 Added 0.97%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.94 Million 1.04% of portfolio	58,125	Q1 2025 Reduced 11.49%
MPC Marathon Petroleum Corp Energy	$86.8B	$2.84 Million 1.0% of portfolio	19,461	Q1 2025 Added 4.2%
JCI Johnson Controls International PLC Industrials	$75B	$2.69 Million 0.95% of portfolio	33,639	Q1 2025 Added 4.05%
QDPL Pacer Fds Tr Metaurus Us Large	$0	$2.63 Million 0.93% of portfolio	71,946	Q1 2025 Added 1.94%
NEE Nextera Energy Inc Utilities	$148B	$2.5 Million 0.89% of portfolio	35,327	Q1 2025 Added 4.67%
DVN Devon Energy Corp Energy	$21.5B	$2.43 Million 0.86% of portfolio	64,949	Q1 2025 Added 11.16%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$2.41 Million 0.86% of portfolio	23,999	Q1 2025 Reduced 4.65%
UNP Union Pacific Corp Industrials	$140B	$2.36 Million 0.83% of portfolio	9,970	Q1 2025 Added 10.78%
CME Cme Group Inc. Financial Services	$99.9B	$2.3 Million 0.81% of portfolio	8,668	Q1 2025 Added 11.36%
ADI Analog Devices Inc Technology	$124B	$2.24 Million 0.79% of portfolio	11,130	Q1 2025 Added 5.28%
LLY Eli Lilly & CO Healthcare	$724B	$2.18 Million 0.77% of portfolio	2,640	Q1 2025 Added 0.49%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.99 Million 0.7% of portfolio	20,099	Q1 2025 Reduced 3.73%
META Meta Platforms, Inc. Communication Services	$1.62T	$1.96 Million 0.69% of portfolio	3,395	Q1 2025 Added 4.95%
APD Air Products & Chemicals, Inc. Basic Materials	$65.1B	$1.94 Million 0.69% of portfolio	6,572	Q1 2025 Added 12.42%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$1.9 Million 0.67% of portfolio	5,254	Q1 2025 Reduced 6.25%
ABBV Abb Vie Inc. Healthcare	$338B	$1.74 Million 0.62% of portfolio	8,292	Q1 2025 Reduced 0.17%
HD Home Depot, Inc. Consumer Cyclical	$368B	$1.74 Million 0.62% of portfolio	4,746	Q1 2025 Reduced 19.01%
PG Procter & Gamble CO Consumer Defensive	$369B	$1.72 Million 0.61% of portfolio	10,069	Q1 2025 Reduced 4.33%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.5 Million 0.53% of portfolio	53,705	Q1 2025 Added 17.1%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$1.4 Million 0.5% of portfolio	31,999	Q1 2025 Reduced 3.38%
GLD Spdr Gold Trust ETFs	$106B	$1.32 Million 0.47% of portfolio	4,590	Q1 2025 Added 9.18%
IWD Ishares Russell 1000 Val ETF ETFs	$0	$1.31 Million 0.46% of portfolio	6,976	Q1 2025 Added 0.69%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$631B	$1.27 Million 0.45% of portfolio	2,390	Q1 2025 Added 88.93%
IBM International Business Machines Corp Technology	$253B	$1.22 Million 0.43% of portfolio	4,906	Q1 2025 Reduced 0.63%

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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West Michigan Advisors, LLC Portfolio Holdings