West Michigan Advisors, LLC Reduced Holdings in Q3 2024

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-88K
- 92.33%
$91.42 - $91.82 $8.05M - $8.08M
7.32K $671K
GNTX
Gentex Corp

Consumer Cyclical
-3.15K
- 0.17%
$28.39 - $35.19 $89.5K - $111K
1.85M $54.8M
CSCO
Cisco Systems, Inc.

Technology
-42K
- 79.86%
$44.74 - $53.22 $1.88M - $2.24M
10.6K $563K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-26.6K
- 16.89%
$49.7 - $56.11 $1.32M - $1.49M
131K $7.18M
CGGO
Capital Group Global Growth Eq

ETFs
-56.3K
- 20.11%
$27.25 - $30.52 $1.54M - $1.72M
224K $6.75M
ET
Energy Transfer LP

Energy
-38K
- 65.61%
$15.43 - $16.44 $586K - $625K
19.9K $319K
NVDA
Nvidia Corp

Technology
-3.59K
- 5.52%
$98.91 - $134.91 $355K - $485K
61.5K $7.46M
APD
Air Products & Chemicals, Inc.

Basic Materials
-2.69K
- 32.23%
$247.34 - $300.11 $665K - $806K
5.65K $1.68M
MRK
Merck & Co., Inc.

Healthcare
-39
- 0.09%
$111.15 - $128.97 $4.33K - $5.03K
43.4K $4.93M
HMOP
Hartford Fds Exchange Traded T

ETFs
-11.5K
- 53.83%
$38.61 - $39.46 $443K - $453K
9.84K $387K
UNP
Union Pacific Corp

Industrials
-2.66K
- 23.26%
$221.78 - $256.09 $589K - $680K
8.76K $2.16M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.85K
- 54.4%
$191.76 - $263.26 $546K - $750K
2.39K $624K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-797
- 59.04%
$434.77 - $502.96 $347K - $401K
553 $269K
GUNR
Flexshares Tr Morningstar Glob

ETFs
-8.05K
- 53.15%
$38.51 - $41.48 $310K - $334K
7.09K $292K
VEA
Vanguard Ftse Developed Market

ETFs
-6.71K
- 37.01%
$47.6 - $53.31 $320K - $358K
11.4K $603K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.4K
- 7.62%
$50.25 - $50.74 $271K - $274K
65.5K $3.32M
AZN
Astrazeneca PLC

Healthcare
-3.27K
- 55.7%
$76.67 - $87.62 $251K - $286K
2.6K $202K
QCOM
Qualcomm Inc

Technology
-355
- 7.19%
$156.12 - $209.64 $55.4K - $74.4K
4.58K $779K
COST
Costco Wholesale Corp

Consumer Defensive
-229
- 43.05%
$801.83 - $917.05 $184K - $210K
303 $268K
GOOG
Alphabet Inc.

Communication Services
-543
- 10.4%
$149.54 - $192.66 $81.2K - $105K
4.68K $781K
ARDX
Ardelyx, Inc.

Healthcare
-13K
- 28.26%
$5.28 - $7.57 $68.6K - $98.4K
33K $227K
TSCO
Tractor Supply CO

Consumer Cyclical
-466
- 23.37%
$251.95 - $290.93 $117K - $136K
1.53K $444K
FDX
Fedex Corp

Industrials
-213
- 18.08%
$254.64 - $313.52 $54.2K - $66.8K
965 $264K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-379
- 10.39%
$178.94 - $207.0 $67.8K - $78.5K
3.27K $656K
TJX
Tjx Companies Inc

Consumer Cyclical
-578
- 12.78%
$107.93 - $120.23 $62.4K - $69.5K
3.94K $463K
WMB
Williams Companies, Inc.

Energy
-1.54K
- 12.17%
$41.24 - $46.22 $63.3K - $70.9K
11.1K $505K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.05K
- 11.1%
$83.76 - $91.82 $87.8K - $96.2K
8.4K $766K
VEU
Vanguard Ftse All World Ex Us

ETFs
-678
- 16.33%
$56.47 - $63.69 $38.3K - $43.2K
3.47K $218K
RJF
Raymond James Financial Inc

Financial Services
-105
- 1.2%
$106.39 - $125.13 $11.2K - $13.1K
8.62K $1.06M
ADBE
Adobe Inc.

Technology
-1
- 0.18%
$508.13 - $586.55 $508 - $587
567 $293K
NFLX
Netflix Inc

Communication Services
-62
- 7.49%
$598.55 - $722.26 $37.1K - $44.8K
766 $543K
CRL
Charles River Laboratories International, Inc.

Healthcare
-14
- 1.19%
$187.96 - $245.29 $2.63K - $3.43K
1.16K $228K
EMR
Emerson Electric CO

Industrials
-30
- 1.14%
$98.19 - $118.87 $2.95K - $3.57K
2.6K $283K
PRU
Prudential Financial Inc

Financial Services
-105
- 4.37%
$105.53 - $127.32 $11.1K - $13.4K
2.3K $278K
BAC
Bank Of America Corp

Financial Services
-43
- 0.65%
$36.65 - $44.13 $1.58K - $1.9K
6.56K $260K
XOM
Exxon Mobil Corp

Energy
-93
- 2.09%
$109.72 - $119.0 $10.2K - $11.1K
4.35K $510K
FSCO
Fs Cr Opportunities Corp Com
-11.8K
- 7.39%
N/A
148K $0
ORCL
Oracle Corp

Technology
-1.06K
- 16.98%
$125.9 - $170.35 $133K - $181K
5.18K $882K
GE
General Electric CO

Industrials
-597
- 15.05%
$156.66 - $189.66 $93.5K - $113K
3.37K $635K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-38
- 0.59%
$47.95 - $49.61 $1.82K - $1.89K
6.36K $314K
PLTR
Palantir Technologies Inc.

Technology
-3.44K
- 30.25%
$24.09 - $37.95 $82.7K - $130K
7.92K $294K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-97
- 4.0%
$117.9 - $128.2 $11.4K - $12.4K
2.33K $298K
IWP
Ishares Russell Mid Cap Growth

ETFs
-1
- 0.05%
$103.87 - $117.59 $104 - $118
1.95K $228K
ITW
Illinois Tool Works Inc

Industrials
-22
- 2.34%
$233.14 - $263.97 $5.13K - $5.81K
918 $240K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-1
- 0.1%
$256.4 - $289.78 $256 - $290
966 $274K
MA
Mastercard Inc

Financial Services
-17
- 2.79%
$429.6 - $500.99 $7.3K - $8.52K
593 $292K
ECL
Ecolab Inc.

Basic Materials
-1
- 0.07%
$228.86 - $255.76 $229 - $256
1.46K $373K
QDF
Flexshares Quality Dividend In

ETFs
-204
- 2.52%
$65.37 - $71.71 $13.3K - $14.6K
7.89K $565K
PLD
Prologis, Inc.

Real Estate
-220
- 5.35%
$111.95 - $132.43 $24.6K - $29.1K
3.89K $491K
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
Track This Portfolio

Track West Michigan Advisors, LLC Portfolio

Follow West Michigan Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of West Michigan Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Michigan Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email