West Michigan Advisors, LLC Portfolio Holdings

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

West Michigan Advisors, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $300 Million distributed in 191 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gentex Corp with a value of $54.8M, Amplify ETF Tr Amplify Cwp Enh with a value of $13.6M, Microsoft Corp with a value of $11.1M, Apple Inc. with a value of $10.3M, and Nvidia Corp with a value of $7.46M.

Examining the 13F form we can see an increase of $505K in the current position value, from $299M to 300M.

West Michigan Advisors, LLC is based out at Holland, MI

Below you can find more details about West Michigan Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $300 Million
ETFs: $90.1 Million
Consumer Cyclical: $68.5 Million
Technology: $48.9 Million
Financial Services: $24.1 Million
Healthcare: $18.1 Million
Industrials: $12.6 Million
Communication Services: $9.67 Million
Consumer Defensive: $8.66 Million
Other: $15.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.87B
$54.8 Million 18.27% of portfolio
1,845,528
Q3 2024 Reduced 0.17%
$6.05B
$444,000 0.15% of portfolio
1,528
Q3 2024 Reduced 23.37%
$8.38B
$344,000 0.11% of portfolio
12,876
Q3 2024 New
$7.65B
$246,000 0.08% of portfolio
2,272
Q3 2024 New
$9.48B
$228,000 0.08% of portfolio
1,160
Q3 2024 Reduced 1.19%

Summary

  • Portfolio
  • No. of Stocks 191
  • Current Value $300 Million
  • Prior Value $299 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 27 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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