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
PG
Procter & Gamble CO

Consumer Defensive
407
+ 4.1%
$160.76 - $177.82 $65.4K - $72.4K
10.3K $1.79M
VTI
Vanguard Total Stock Market Et

ETFs
334
+ 10.41%
$255.18 - $283.2 $85.2K - $94.6K
3.54K $1M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
535
+ 2.6%
$96.25 - $101.98 $51.5K - $54.6K
21.1K $2.14M
QDPL
Pacer Fds Tr Metaurus Us Large
1.26K
+ 1.75%
$34.97 - $38.41 $44K - $48.3K
73.3K $2.78M
IEFA
Ishares Tr

ETFs
945
+ 8.55%
$70.09 - $78.74 $66.2K - $74.4K
12K $936K
IWF
Ishares Russell 1000 Gr ETF

ETFs
223
+ 4.9%
$332.02 - $382.76 $74K - $85.4K
4.78K $1.79M
AMD
Advanced Micro Devices Inc

Technology
731
+ 36.06%
$128.67 - $183.96 $94.1K - $134K
2.76K $452K
JNJ
Johnson & Johnson

Healthcare
344
+ 9.54%
$145.48 - $167.38 $50K - $57.6K
3.95K $639K
ABT
Abbott Laboratories

Healthcare
145
+ 1.52%
$100.07 - $118.13 $14.5K - $17.1K
9.68K $1.1M
TMUS
T Mobile Us, Inc.

Communication Services
165
+ 6.77%
$175.14 - $206.36 $28.9K - $34K
2.6K $537K
KO
Coca Cola CO

Consumer Defensive
72
+ 0.66%
$62.69 - $73.01 $4.51K - $5.26K
11K $791K
PSEC
Prospect Capital Corp

Financial Services
17K
New
$4.75 - $5.6 $80.7K - $95.2K
17K $91K
TGT
Target Corp

Consumer Defensive
434
+ 15.51%
$133.47 - $159.25 $57.9K - $69.1K
3.23K $503K
FVD
First Tr Value Line Divid Inde

ETFs
1.14K
+ 19.78%
$40.45 - $45.49 $46K - $51.7K
6.89K $313K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 1.83%
$405.19 - $478.57 $9.32K - $11K
1.28K $590K
EQIX
Equinix Inc

Real Estate
21
+ 4.9%
$749.0 - $890.01 $15.7K - $18.7K
450 $399K
CSL
Carlisle Companies Inc

Industrials
60
+ 8.9%
$376.5 - $449.34 $22.6K - $27K
734 $329K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
130
+ 3.28%
$105.53 - $118.34 $13.7K - $15.4K
4.1K $479K
IVV
Ishares Core S&P 500 ETF

ETFs
38
+ 3.5%
$520.18 - $576.82 $19.8K - $21.9K
1.12K $648K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
45
+ 0.29%
$20.51 - $24.25 $923 - $1.09K
15.6K $370K
AMGN
Amgen Inc

Healthcare
119
+ 7.83%
$309.38 - $337.38 $36.8K - $40.1K
1.64K $527K
FSK
Fs Kkr Capital Corp

Financial Services
2.59K
+ 6.25%
$18.74 - $20.43 $48.6K - $53K
44.1K $869K
PFE
Pfizer Inc

Healthcare
1.18K
+ 11.4%
$27.7 - $31.39 $32.7K - $37.1K
11.5K $334K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
162
+ 1.59%
$53.41 - $57.9 $8.65K - $9.38K
10.4K $599K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
397
+ 5.29%
$81.31 - $83.29 $32.3K - $33.1K
7.91K $657K
V
Visa Inc.

Financial Services
29
+ 0.99%
$253.74 - $291.56 $7.36K - $8.46K
2.96K $813K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
354
+ 8.1%
$57.32 - $62.65 $20.3K - $22.2K
4.73K $294K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
37
+ 1.62%
$125.95 - $142.04 $4.66K - $5.26K
2.32K $329K
PEP
Pepsico Inc

Consumer Defensive
70
+ 1.48%
$161.9 - $179.3 $11.3K - $12.6K
4.78K $813K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9
+ 0.08%
$42.22 - $48.62 $380 - $438
11.3K $527K
FCX
Freeport Mcmoran Inc

Basic Materials
492
+ 6.84%
$39.52 - $51.92 $19.4K - $25.5K
7.68K $383K
TMO
Thermo Fisher Scientific Inc.

Healthcare
9
+ 2.28%
$531.86 - $624.21 $4.79K - $5.62K
404 $249K
VO
Vanguard Mid Cap ETF

ETFs
20
+ 1.77%
$237.84 - $263.83 $4.76K - $5.28K
1.15K $303K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
266
+ 4.36%
$51.02 - $52.74 $13.6K - $14K
6.37K $335K
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.06%
$119.52 - $132.25 $120 - $132
1.71K $226K
CVX
Chevron Corp

Energy
635
+ 7.63%
$137.88 - $161.97 $87.6K - $103K
8.95K $1.32M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
17
+ 0.13%
$49.93 - $51.15 $849 - $870
13K $662K
SPIB
Spdr Portfolio Intermediate Te

ETFs
117
+ 1.84%
$32.36 - $33.78 $3.79K - $3.95K
6.47K $218K
FFA
First Trust Enhanced Equity Income Fund

Financial Services
254
+ 1.78%
$18.63 - $20.45 $4.73K - $5.19K
14.5K $294K
IEMG
Ishares Inc

ETFs
91
+ 2.04%
$53.64 - $53.64 $4.88K - $4.88K
4.56K $244K
PSEP
Innovator U.S. Equity Power Bu
213K
New
N/A
213K $0
Pro Shares Short Qqq ETF
29.6K
New
N/A
29.6K $0
FTGS
First Tr Exchange Traded Fd Gr
1K
+ 0.64%
N/A
157K $0
IDVO
Amplify ETF Tr Intl Enhanced D
4.25K
+ 34.12%
N/A
16.7K $0
Ge Vernova Incorporated
838
New
N/A
838 $0
Alcoa
3.75K
New
N/A
3.75K $0
Alpha Architect 1 3 Month Box ETF
9.25K
+ 231.58%
N/A
13.2K $0
Apple
18.6K
New
N/A
18.6K $0
Te Connectivity PLC F
2.22K
New
N/A
2.22K $0
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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