West Michigan Advisors, LLC Purchases in Q3 2024

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
37.5K
New
$100.09 - $100.69 $3.75M - $3.77M
37.5K $3.77M
CRM
Salesforce, Inc.

Technology
11.9K
+ 732.12%
$238.42 - $276.53 $2.84M - $3.29M
13.5K $3.7M
MSFT
Microsoft Corp

Technology
5.66K
+ 28.15%
$395.15 - $467.56 $2.24M - $2.65M
25.8K $11.1M
ADI
Analog Devices Inc

Technology
8.27K
+ 335.7%
$200.56 - $243.33 $1.66M - $2.01M
10.7K $2.47M
RWM
Proshares Short Russell2000

ETFs
63K
New
$18.81 - $21.05 $1.19M - $1.33M
63K $1.19M
SH
Proshares Short S&P500 New (De

ETFs
109K
New
$10.85 - $12.08 $1.19M - $1.32M
109K $1.19M
BBY
Best Buy CO Inc

Consumer Cyclical
1.52K
+ 3.6%
$80.23 - $103.29 $122K - $157K
43.9K $4.53M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.61K
+ 0.8%
$37.98 - $41.19 $99.1K - $107K
329K $13.6M
WMT
Walmart Inc.

Consumer Defensive
1.1K
+ 2.41%
$66.91 - $81.4 $73.7K - $89.6K
46.9K $3.78M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3.71K
New
$138.85 - $182.81 $515K - $678K
3.71K $658K
HD
Home Depot, Inc.

Consumer Cyclical
456
+ 8.26%
$333.64 - $405.2 $152K - $185K
5.98K $2.42M
UNH
Unitedhealth Group Inc

Healthcare
561
+ 23.67%
$488.01 - $604.18 $274K - $339K
2.93K $1.71M
VZ
Verizon Communications Inc

Communication Services
1.26K
+ 1.21%
$38.89 - $45.0 $48.9K - $56.6K
106K $4.74M
AVGO
Broadcom Inc.

Technology
22.7K
+ 932.2%
$136.27 - $1745.86 $3.09M - $39.6M
25.1K $4.33M
JCI
Johnson Controls International PLC

Industrials
852
+ 2.72%
$65.52 - $77.61 $55.8K - $66.1K
32.2K $2.5M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.9K
New
$44.9 - $47.55 $355K - $376K
7.9K $373K
CB
Chubb LTD

Financial Services
145
+ 1.46%
$252.51 - $292.2 $36.6K - $42.4K
10.1K $2.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.91K
+ 3.0%
$61.47 - $67.36 $117K - $129K
65.4K $4.4M
MOS
Mosaic CO

Basic Materials
12.9K
New
$24.54 - $30.61 $316K - $394K
12.9K $344K
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.27K
+ 2.07%
$55.81 - $61.01 $70.9K - $77.5K
62.5K $3.81M
HPE
Hewlett Packard Enterprise CO

Technology
16.1K
New
$16.1 - $21.44 $260K - $346K
16.1K $330K
SPY
Spdr S&P 500 ETF Trust

ETFs
467
+ 26.95%
$517.38 - $573.86 $242K - $268K
2.2K $1.26M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
74
+ 0.74%
$475.2 - $527.7 $35.2K - $39K
10.1K $5.31M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
1.23K
+ 2.04%
$60.25 - $66.85 $74.1K - $82.2K
61.6K $4.07M
JCPB
J P Morgan Exchange Traded Fd

ETFs
3.07K
+ 4.31%
$45.87 - $48.53 $141K - $149K
74.2K $3.58M
GLD
Spdr Gold Trust

ETFs
893
+ 42.36%
$215.56 - $246.98 $192K - $221K
3K $729K
META
Meta Platforms, Inc.

Communication Services
121
+ 4.16%
$453.41 - $572.44 $54.9K - $69.3K
3.03K $1.74M
CAT
Caterpillar Inc

Industrials
436
+ 27.7%
$316.8 - $391.12 $138K - $171K
2.01K $786K
HTAB
Hartford Fds Exchange Traded

ETFs
12.8K
+ 94.15%
$19.24 - $19.9 $246K - $255K
26.4K $522K
JPM
Jpmorgan Chase & CO

Financial Services
289
+ 1.24%
$194.9 - $224.8 $56.3K - $65K
23.5K $4.96M
AXP
American Express CO

Financial Services
934
New
$225.92 - $271.17 $211K - $253K
934 $253K
T
At&T Inc.

Communication Services
11.3K
New
$18.21 - $22.28 $206K - $252K
11.3K $249K
MIY
Blackrock Muniyield Michigan Quality Fund, Inc.

Financial Services
20.6K
New
$11.45 - $12.03 $236K - $248K
20.6K $247K
WTFC
Wintrust Financial Corp

Financial Services
2.27K
New
$96.43 - $111.89 $219K - $254K
2.27K $246K
SYK
Stryker Corp

Healthcare
183
+ 2.18%
$315.94 - $371.96 $57.8K - $68.1K
8.57K $3.1M
PFFV
Global X Variable Rate Preferr

Technology
10.1K
New
$23.2 - $24.27 $234K - $245K
10.1K $242K
ETN
Eaton Corp PLC

Industrials
66
+ 0.54%
$272.52 - $333.02 $18K - $22K
12.2K $4.05M
MMM
3 M CO

Industrials
1.64K
New
$99.69 - $139.42 $164K - $229K
1.64K $224K
WELL
Welltower Inc.

Real Estate
1.69K
New
$104.0 - $129.74 $176K - $219K
1.69K $216K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.34K
New
$136.93 - $162.81 $183K - $218K
1.34K $214K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.11K
New
$61.11 - $67.85 $190K - $211K
3.11K $211K
RTX
Raytheon Technologies Corp

Industrials
1.74K
New
$99.55 - $123.34 $173K - $215K
1.74K $210K
JEPI
J P Morgan Exchange Traded Fd

ETFs
715
+ 1.24%
$54.98 - $59.51 $39.3K - $42.5K
58.5K $3.48M
CLX
Clorox CO

Consumer Defensive
1.25K
New
$131.73 - $166.97 $164K - $208K
1.25K $202K
BLK
Black Rock Inc.

Financial Services
117
+ 22.37%
$782.27 - $949.51 $91.5K - $111K
640 $607K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.14K
+ 8.09%
$77.02 - $85.06 $87.7K - $96.9K
15.2K $1.29M
FTCS
First Trust Capital Strength E

ETFs
1.2K
+ 11.33%
$83.58 - $90.94 $100K - $109K
11.8K $1.07M
FV
First Trust Dorsey Wright Focu

ETFs
2.96K
+ 54.64%
$51.35 - $59.82 $152K - $177K
8.38K $488K
MLN
Vaneck Long Muni ETF

ETFs
9.1K
+ 73.64%
$17.77 - $18.32 $162K - $167K
21.5K $392K
Activity Summary
Buys All Purchases 114 New Holdings 27 Increased Positions 87 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
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