West Michigan Advisors, LLC Incresed Positions in Q3 2025

West Michigan Advisors, LLC

  • $376 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
2
+ 0.03%
$192.76 - $203.86 $386 - $408
6.9K $1.41M
MA
Mastercard Inc

Financial Services
97
+ 16.64%
$550.18 - $598.96 $53.4K - $58.1K
680 $386K
DGRO
Ishares Core Dividend Growth E

ETFs
418
+ 5.9%
$64.12 - $68.08 $26.8K - $28.5K
7.5K $510K
HPE
Hewlett Packard Enterprise CO

Technology
42
+ 0.31%
$19.81 - $25.24 $832 - $1.06K
13.6K $334K
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 0.75%
$620.67 - $670.08 $4.97K - $5.36K
1.07K $715K
JPIE
J P Morgan Exchange Traded Fd
1.01K
+ 5.62%
$46.01 - $46.55 $46.2K - $46.8K
18.9K $876K
PNC
Pnc Financial Services Group, Inc.

Financial Services
7
+ 0.23%
$185.88 - $207.44 $1.3K - $1.45K
3.02K $606K
AMGN
Amgen Inc

Healthcare
111
+ 7.87%
$271.18 - $309.22 $30.1K - $34.3K
1.52K $429K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
3
+ 0.32%
$284.45 - $324.95 $853 - $975
948 $303K
IWN
Ishares Russell2000 Val ETF

ETFs
9
+ 0.55%
$157.1 - $178.94 $1.41K - $1.61K
1.64K $289K
COP
Conocophillips

Energy
78
+ 1.9%
$91.0 - $98.99 $7.1K - $7.72K
4.18K $395K
CGUS
Capital Group Core Equity ETF
237
+ 4.26%
$36.89 - $39.72 $8.74K - $9.41K
5.8K $229K
VO
Vanguard Mid Cap ETF

ETFs
18
+ 1.64%
$279.83 - $293.74 $5.04K - $5.29K
1.11K $326K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
90
+ 2.01%
$62.09 - $66.51 $5.59K - $5.99K
4.57K $297K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
288
+ 4.31%
$49.05 - $49.99 $14.1K - $14.4K
6.97K $347K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
208
+ 3.1%
$44.22 - $45.74 $9.2K - $9.51K
6.91K $314K
IEMG
Ishares Inc

ETFs
285
+ 6.33%
N/A
4.79K $256K
IWS
Ishares Russell Midcap Value E

ETFs
9
+ 0.54%
$132.83 - $140.61 $1.2K - $1.27K
1.69K $236K
V
Visa Inc.

Financial Services
142
+ 5.41%
$332.09 - $358.86 $47.2K - $51K
2.77K $945K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
51
+ 0.49%
$48.5 - $50.19 $2.47K - $2.56K
10.4K $522K
ACN
Accenture PLC

Technology
275
+ 25.53%
$232.56 - $304.78 $64K - $83.8K
1.35K $333K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.17%
$136.48 - $142.97 $546 - $572
2.38K $333K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
161
+ 2.67%
$52.39 - $53.11 $8.43K - $8.55K
6.19K $328K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12
+ 0.14%
$92.18 - $95.14 $1.11K - $1.14K
8.43K $801K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
60
+ 0.77%
$45.72 - $47.27 $2.74K - $2.84K
7.9K $371K
META
Meta Platforms, Inc.

Communication Services
28
+ 0.8%
$695.21 - $791.73 $19.5K - $22.2K
3.53K $2.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
6
+ 0.32%
$137.51 - $145.26 $825 - $872
1.86K $265K
MMM
3 M CO

Industrials
13
+ 0.81%
$144.41 - $160.2 $1.88K - $2.08K
1.61K $249K
ECL
Ecolab Inc.

Basic Materials
5
+ 0.44%
$259.39 - $285.47 $1.3K - $1.43K
1.14K $312K
SBUX
Starbucks Corp

Consumer Cyclical
315
+ 10.32%
$81.9 - $96.86 $25.8K - $30.5K
3.37K $284K
ET
Energy Transfer LP

Energy
1K
+ 7.39%
$17.11 - $18.16 $17.1K - $18.2K
14.5K $249K
SPIB
Spdr Portfolio Intermediate Te

ETFs
20
+ 0.32%
$33.26 - $34.01 $665 - $680
6.29K $213K
EAD
Allspring Income Opportunities Fund

Financial Services
293
+ 2.3%
$6.91 - $7.16 $2.02K - $2.1K
13.1K $91K
Amer Sports Incorporated Com Shs
4.42K
+ 63.91%
N/A
11.3K $0
FSCO
Fs Cr Opportunities Corp Com
2.59K
+ 1.67%
N/A
157K $0
Ge Vernova Incorporated
3.13K
+ 196.86%
N/A
4.73K $0
Global X 1 3 Month T Bill ETF
62
+ 1.06%
N/A
5.91K $0
Kenvue Incorporated
121K
+ 961.74%
N/A
134K $0
I Shares Bitcoin ETF
6.36K
+ 38.79%
N/A
22.8K $0
JBL
Jabil Inc

Technology
7
+ 0.61%
$202.08 - $234.45 $1.41K - $1.64K
1.16K $252K
IDVO
Amplify ETF Tr Intl Enhanced D
1.3K
+ 6.74%
N/A
20.6K $0
The Wisdomtree Trust Voya Yield Enhanced Usd
767
+ 4.54%
N/A
17.7K $0
WM
Waste Management Inc

Industrials
26
+ 2.1%
$213.88 - $237.1 $5.56K - $6.16K
1.27K $279K
PRU
Prudential Financial Inc

Financial Services
12
+ 0.54%
$100.68 - $109.89 $1.21K - $1.32K
2.22K $230K
MDLZ
Mondelez International, Inc.

Consumer Defensive
95
+ 1.74%
$60.9 - $70.75 $5.79K - $6.72K
5.54K $346K
HON
Honeywell International Inc

Industrials
46
+ 2.74%
$207.7 - $240.4 $9.55K - $11.1K
1.73K $363K
CRM
Salesforce, Inc.

Technology
892
+ 6.65%
$231.66 - $273.65 $207K - $244K
14.3K $3.39M
Activity Summary
Buys All Purchases 156 New Holdings 58 Increased Positions 98 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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