West Michigan Advisors, LLC Incresed Positions in Q3 2024

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
IBM
International Business Machines Corp

Technology
2.24K
+ 77.39%
$175.1 - $223.38 $392K - $500K
5.13K $1.13M
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
JCI
Johnson Controls International PLC

Industrials
852
+ 2.72%
$65.52 - $77.61 $55.8K - $66.1K
32.2K $2.5M
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
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.27K
+ 2.07%
$55.81 - $61.01 $70.9K - $77.5K
62.5K $3.81M
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
SYK
Stryker Corp

Healthcare
183
+ 2.18%
$315.94 - $371.96 $57.8K - $68.1K
8.57K $3.1M
ETN
Eaton Corp PLC

Industrials
66
+ 0.54%
$272.52 - $333.02 $18K - $22K
12.2K $4.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
715
+ 1.24%
$54.98 - $59.51 $39.3K - $42.5K
58.5K $3.48M
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
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
MDLZ
Mondelez International, Inc.

Consumer Defensive
766
+ 12.34%
$64.35 - $75.71 $49.3K - $58K
6.98K $513K
KO
Coca Cola CO

Consumer Defensive
72
+ 0.66%
$62.69 - $73.01 $4.51K - $5.26K
11K $791K
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
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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