$176 Million is the total value of WEST MICHIGAN ADVISORS, LLC's 156 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIVO | Buy | AMPLIFY ETF TRcwp enhanced div | $15,249,750 | +1.0% | 429,934 | +2.1% | 8.66% | -21.2% |
| Buy | J P MORGAN EXCHANGE TRADED Fnasdaq eqt prem | $7,855,764 | +19.6% | 174,224 | +8.2% | 4.46% | -6.7% | |
| Buy | PACER FDS TRmetaurus cap 400 | $7,348,284 | +8.9% | 245,464 | +3.9% | 4.17% | -15.1% | |
| PDEC | Buy | INNOVATOR ETFS TRus eqty pwr buf | $7,300,363 | +7.0% | 232,126 | +1.6% | 4.14% | -16.6% |
| AAPL | Buy | APPLE INC | $6,999,725 | +52.0% | 42,448 | +19.8% | 3.98% | +18.6% |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $6,133,219 | +7.0% | 130,633 | +5.4% | 3.48% | -16.5% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $5,520,116 | +5.4% | 101,101 | +5.1% | 3.14% | -17.8% |
| FSK | Buy | FS KKR CAP CORP | $5,358,849 | +7.4% | 289,668 | +1.6% | 3.04% | -16.2% |
| MSFT | Buy | MICROSOFT CORP | $5,125,085 | +57.5% | 17,777 | +31.1% | 2.91% | +22.9% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $5,041,748 | +36.6% | 450,156 | +72.0% | 2.86% | +6.6% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $4,655,287 | +24.5% | 92,514 | +24.1% | 2.64% | -2.9% |
| GUNR | Buy | FLEXSHARES TRmornstar upstr | $4,067,579 | +2.3% | 96,183 | +5.1% | 2.31% | -20.2% |
| CALF | Buy | PACER FDS TRpacer us small | $3,765,580 | +12.0% | 98,938 | +5.8% | 2.14% | -12.6% |
| VOO | Buy | VANGUARD INDEX FDS | $3,132,325 | +18.0% | 8,329 | +10.2% | 1.78% | -7.9% |
| MPC | Buy | MARATHON PETE CORP | $2,548,367 | +25.0% | 18,901 | +7.9% | 1.45% | -2.5% |
| MRK | Buy | MERCK & CO INC | $2,305,349 | +38.3% | 21,669 | +44.2% | 1.31% | +7.8% |
| HD | Buy | HOME DEPOT INC | $2,126,223 | +43.3% | 7,205 | +53.4% | 1.21% | +11.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,121,656 | +29.5% | 16,282 | +33.3% | 1.20% | +1.0% |
| UNP | Buy | UNION PAC CORP | $1,999,776 | +23.4% | 9,936 | +27.0% | 1.14% | -3.7% |
| CSCO | Buy | CISCO SYS INC | $1,864,007 | +51.8% | 35,658 | +38.4% | 1.06% | +18.3% |
| ETN | Buy | EATON CORP PLC | $1,777,520 | +60.9% | 10,374 | +47.4% | 1.01% | +25.5% |
| DVN | Buy | DEVON ENERGY CORP NEW | $1,772,157 | -15.6% | 35,016 | +2.6% | 1.01% | -34.2% |
| NVDA | Sell | NVIDIA CORPORATION | $1,697,730 | +8.8% | 6,112 | -42.8% | 0.96% | -15.1% |
| MSI | Buy | MOTOROLA SOLUTIONS INC | $1,694,446 | +49.4% | 5,922 | +34.5% | 0.96% | +16.5% |
| AMZN | Buy | AMAZON COM INC | $1,669,373 | +51.2% | 16,162 | +22.9% | 0.95% | +17.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,620,222 | +11.9% | 41,662 | +13.4% | 0.92% | -12.7% |
| AVGO | Buy | BROADCOM INC | $1,614,531 | +114.3% | 2,517 | +86.9% | 0.92% | +67.3% |
| ABBV | Buy | ABBVIE INC | $1,575,125 | +92.6% | 9,883 | +95.3% | 0.89% | +50.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,545,050 | +15.0% | 9,968 | +31.1% | 0.88% | -10.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $1,518,713 | +30.4% | 15,242 | +27.0% | 0.86% | +1.7% |
| PG | Buy | PROCTER AND GAMBLE CO | $1,500,728 | +90.8% | 10,093 | +94.5% | 0.85% | +48.7% |
| CB | Buy | CHUBB LIMITED | $1,487,408 | -9.0% | 7,660 | +3.3% | 0.84% | -29.0% |
| CVX | Buy | CHEVRON CORP NEW | $1,419,620 | +116.1% | 8,701 | +137.7% | 0.81% | +68.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,383,885 | +13.3% | 5,664 | -0.7% | 0.79% | -11.6% |
| MDT | Buy | MEDTRONIC PLC | $1,333,167 | +76.3% | 16,536 | +69.9% | 0.76% | +37.4% |
| MCD | Buy | MCDONALDS CORP | $1,289,841 | +106.9% | 4,613 | +95.0% | 0.73% | +61.2% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,249,252 | +89.0% | 2,643 | +112.1% | 0.71% | +47.4% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,120,025 | +3.5% | 7,356 | +3.1% | 0.64% | -19.3% |
| WMT | Buy | WALMART INC | $1,089,377 | +7.8% | 7,388 | +3.6% | 0.62% | -15.9% |
| Buy | FS CREDIT OPPORTUNITIES CORP | $1,045,815 | +60.9% | 235,544 | +70.7% | 0.59% | +25.6% | |
| PFE | Buy | PFIZER INC | $996,031 | +5.1% | 24,413 | +32.0% | 0.57% | -18.0% |
| APD | Buy | AIR PRODS & CHEMS INC | $977,426 | -3.0% | 3,403 | +4.1% | 0.56% | -24.4% |
| PEP | Buy | PEPSICO INC | $955,799 | +121.0% | 5,243 | +119.0% | 0.54% | +72.4% |
| NEE | Buy | NEXTERA ENERGY INC | $945,155 | +98.1% | 12,262 | +114.9% | 0.54% | +54.8% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $910,212 | +20.2% | 24,010 | +10.8% | 0.52% | -6.2% |
| LLY | Buy | LILLY ELI & CO | $907,316 | -1.0% | 2,642 | +5.5% | 0.52% | -22.8% |
| ABT | Buy | ABBOTT LABS | $894,267 | +76.3% | 8,831 | +91.2% | 0.51% | +37.7% |
| GNTX | Buy | GENTEX CORP | $884,479 | +19.0% | 31,555 | +15.8% | 0.50% | -7.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $845,528 | +137.3% | 8,634 | +144.6% | 0.48% | +85.3% |
| KO | Buy | COCA COLA CO | $825,371 | +128.2% | 13,306 | +134.0% | 0.47% | +78.3% |
| RJF | Buy | RAYMOND JAMES FINL INC | $820,123 | -9.7% | 8,793 | +3.4% | 0.47% | -29.5% |
| CME | Buy | CME GROUP INC | $762,330 | +16.2% | 3,980 | +2.0% | 0.43% | -9.4% |
| USMV | Sell | ISHARES TRmsci usa min vol | $752,786 | -2.4% | 10,349 | -3.3% | 0.43% | -24.0% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $735,222 | +205.8% | 3,790 | +174.0% | 0.42% | +138.3% |
| SHY | Buy | ISHARES TR1 3 yr treas bd | $724,569 | +56.3% | 8,819 | +54.4% | 0.41% | +22.0% |
| TXN | New | TEXAS INSTRS INC | $695,491 | – | 3,739 | +100.0% | 0.40% | – |
| QCOM | Buy | QUALCOMM INC | $684,594 | +22.8% | 5,366 | +5.8% | 0.39% | -4.2% |
| V | Buy | VISA INC | $663,331 | +53.1% | 2,942 | +41.1% | 0.38% | +19.7% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $654,880 | +222.9% | 9,393 | +208.7% | 0.37% | +151.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $647,108 | +9.7% | 9,680 | +1.2% | 0.37% | -14.5% |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $636,618 | +109.8% | 13,676 | +105.1% | 0.36% | +63.3% |
| PLD | New | PROLOGIS INC. | $610,500 | – | 4,893 | +100.0% | 0.35% | – |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $600,046 | +2.2% | 8,227 | +5.0% | 0.34% | -20.1% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $595,535 | +140.7% | 2,675 | +158.2% | 0.34% | +87.8% |
| FB | Buy | META PLATFORMS INCcl a | $588,345 | +86.9% | 2,776 | +6.1% | 0.33% | +45.9% |
| TGT | New | TARGET CORP | $587,158 | – | 3,545 | +100.0% | 0.33% | – |
| DRI | Buy | DARDEN RESTAURANTS INC | $577,533 | +22.1% | 3,722 | +8.8% | 0.33% | -4.7% |
| SYK | Buy | STRYKER CORPORATION | $567,317 | +42.2% | 1,987 | +21.8% | 0.32% | +11.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $567,606 | +8.1% | 12,566 | +0.4% | 0.32% | -15.7% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $562,934 | +0.9% | 11,112 | -1.4% | 0.32% | -21.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $555,557 | -20.1% | 2,722 | -25.2% | 0.32% | -37.7% |
| TEL | New | TE CONNECTIVITY LTD | $554,633 | – | 4,229 | +100.0% | 0.32% | – |
| BBY | Buy | BEST BUY INC | $553,748 | +6.7% | 7,075 | +9.3% | 0.31% | -16.9% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $522,808 | +14.7% | 5,027 | -2.1% | 0.30% | -10.5% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $515,776 | +154.7% | 1,260 | +137.7% | 0.29% | +99.3% |
| QQQM | Sell | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $509,295 | -2.7% | 3,858 | -19.2% | 0.29% | -24.1% |
| AZN | New | ASTRAZENECA PLCsponsored adr | $503,431 | – | 7,253 | +100.0% | 0.29% | – |
| PNC | Buy | PNC FINL SVCS GROUP INC | $501,155 | +126.3% | 3,943 | +181.2% | 0.28% | +77.0% |
| BLK | New | BLACKROCK INC | $493,811 | – | 738 | +100.0% | 0.28% | – |
| IGSB | New | ISHARES TR | $480,838 | – | 9,514 | +100.0% | 0.27% | – |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $455,582 | +34.0% | 4,392 | +14.0% | 0.26% | +4.4% |
| QDF | Buy | FLEXSHARES TRqualt divd idx | $452,257 | +11.6% | 8,304 | +7.7% | 0.26% | -12.9% |
| New | CAPITAL GROUP GBL GROWTH EQT | $442,614 | – | 19,194 | +100.0% | 0.25% | – | |
| CCI | New | CROWN CASTLE INC | $425,879 | – | 3,182 | +100.0% | 0.24% | – |
| HON | New | HONEYWELL INTL INC | $407,850 | – | 2,134 | +100.0% | 0.23% | – |
| ALL | Buy | ALLSTATE CORP | $403,635 | +17.5% | 3,643 | +43.9% | 0.23% | -8.4% |
| Buy | GENERAL ELECTRIC CO | $394,174 | +19.0% | 4,123 | +4.3% | 0.22% | -7.1% | |
| MRO | Sell | MARATHON OIL CORP | $386,060 | -14.2% | 16,113 | -3.0% | 0.22% | -33.0% |
| XOM | Buy | EXXON MOBIL CORP | $379,251 | +42.8% | 3,458 | +43.7% | 0.22% | +11.4% |
| SPGI | Buy | S&P GLOBAL INC | $374,120 | +6.7% | 1,085 | +3.6% | 0.21% | -16.9% |
| ET | New | ENERGY TRANSFER L P | $366,606 | – | 29,399 | +100.0% | 0.21% | – |
| IJR | Buy | ISHARES TRcore s&p scp etf | $325,395 | +44.6% | 3,365 | +41.6% | 0.18% | +12.8% |
| EMN | New | EASTMAN CHEM CO | $319,649 | – | 3,790 | +100.0% | 0.18% | – |
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $310,189 | +53.3% | 3,084 | +52.7% | 0.18% | +19.7% |
| NXPI | Buy | NXP SEMICONDUCTORS N V | $308,593 | +18.9% | 1,655 | +0.8% | 0.18% | -7.4% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $305,739 | -16.0% | 2,898 | -13.8% | 0.17% | -34.3% |
| T | Buy | AT&T INC | $303,168 | +21.3% | 15,749 | +16.0% | 0.17% | -5.5% |
| GLD | Sell | SPDR GOLD TR | $298,649 | +1.8% | 1,630 | -5.8% | 0.17% | -20.6% |
| ITW | Sell | ILLINOIS TOOL WKS INC | $298,302 | +2.8% | 1,225 | -7.0% | 0.17% | -19.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $296,452 | +26.9% | 3,073 | +35.5% | 0.17% | -1.2% |
| IGIB | New | ISHARES TR | $291,527 | – | 5,685 | +100.0% | 0.17% | – |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $290,320 | -8.7% | 6,065 | -9.5% | 0.16% | -28.6% |
| ADI | New | ANALOG DEVICES INC | $286,955 | – | 1,455 | +100.0% | 0.16% | – |
| PFF | Buy | ISHARES TRpfd and incm sec | $285,867 | +2.6% | 9,157 | +0.3% | 0.16% | -20.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $283,777 | +22.5% | 884 | +1.6% | 0.16% | -4.7% |
| NFLX | New | NETFLIX INC | $280,184 | – | 811 | +100.0% | 0.16% | – |
| RNP | Buy | COHEN & STEERS REIT & PFD & | $274,702 | -4.1% | 14,080 | +0.2% | 0.16% | -25.0% |
| COST | Buy | COSTCO WHSL CORP NEW | $271,621 | +14.7% | 547 | +5.4% | 0.15% | -10.5% |
| WEC | New | WEC ENERGY GROUP INC | $271,479 | – | 2,864 | +100.0% | 0.15% | – |
| SSO | Sell | PROSHARES TR | $261,040 | -14.9% | 5,200 | -24.6% | 0.15% | -33.6% |
| MA | New | MASTERCARD INCORPORATEDcl a | $257,658 | – | 709 | +100.0% | 0.15% | – |
| TJX | Buy | TJX COS INC NEW | $257,883 | -0.0% | 3,291 | +1.5% | 0.15% | -22.3% |
| AGZ | New | ISHARES TRagency bond etf | $257,696 | – | 2,381 | +100.0% | 0.15% | – |
| MLN | Buy | VANECK ETF TRUSTlong muni etf | $255,580 | +37.5% | 14,191 | +33.3% | 0.14% | +7.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $252,742 | -0.6% | 1,928 | +6.9% | 0.14% | -22.2% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $252,574 | +8.6% | 818 | +8.6% | 0.14% | -15.4% |
| CRM | New | SALESFORCE INC | $252,122 | – | 1,262 | +100.0% | 0.14% | – |
| AMAT | Sell | APPLIED MATLS INC | $243,673 | +17.6% | 1,984 | -6.8% | 0.14% | -8.6% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $240,656 | +6.9% | 1,061 | +1.1% | 0.14% | -16.5% |
| HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $237,444 | -0.5% | 6,215 | -2.1% | 0.14% | -22.4% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $237,593 | +12.2% | 1,734 | +13.6% | 0.14% | -12.3% |
| TSLA | New | TESLA INC | $235,260 | – | 1,134 | +100.0% | 0.13% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $234,768 | – | 3,899 | +100.0% | 0.13% | – |
| BAC | Sell | BANK AMERICA CORP | $233,548 | -13.8% | 8,166 | -0.2% | 0.13% | -32.5% |
| DE | New | DEERE & CO | $232,451 | – | 563 | +100.0% | 0.13% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $231,594 | – | 708 | +100.0% | 0.13% | – |
| NKE | Sell | NIKE INCcl b | $230,441 | +4.4% | 1,879 | -0.4% | 0.13% | -18.6% |
| FFA | Sell | FIRST TR ENHANCED EQUITY INC | $226,520 | +4.2% | 13,712 | -0.6% | 0.13% | -18.4% |
| CRL | Buy | CHARLES RIV LABS INTL INC | $224,020 | -5.7% | 1,110 | +1.8% | 0.13% | -26.6% |
| F | New | FORD MTR CO DEL | $223,987 | – | 17,777 | +100.0% | 0.13% | – |
| CVS | Buy | CVS HEALTH CORP | $221,139 | -19.3% | 2,976 | +1.2% | 0.13% | -37.0% |
| SDY | New | SPDR SER TRs&p divid etf | $218,472 | – | 1,766 | +100.0% | 0.12% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $216,193 | – | 561 | +100.0% | 0.12% | – |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $214,923 | -14.3% | 2,698 | -0.1% | 0.12% | -33.3% |
| IWP | New | ISHARES TRrus md cp gr etf | $214,332 | – | 2,354 | +100.0% | 0.12% | – |
| FV | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $214,626 | -3.2% | 4,761 | 0.0% | 0.12% | -24.2% | |
| ECL | New | ECOLAB INC | $212,684 | – | 1,285 | +100.0% | 0.12% | – |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $210,633 | +3.9% | 6,483 | +1.7% | 0.12% | -18.9% |
| ACN | New | ACCENTURE PLC IRELAND | $208,355 | – | 729 | +100.0% | 0.12% | – |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $208,415 | +2.2% | 3,007 | +6.1% | 0.12% | -20.3% |
| WM | Sell | WASTE MGMT INC DEL | $208,576 | +1.9% | 1,278 | -2.0% | 0.12% | -20.8% |
| SUB | New | ISHARES TRshrt nat mun etf | $203,917 | – | 1,948 | +100.0% | 0.12% | – |
| CLX | New | CLOROX CO DEL | $204,446 | – | 1,292 | +100.0% | 0.12% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $203,381 | – | 2,215 | +100.0% | 0.12% | – |
| TFI | New | SPDR SER TRnuveen blmbrg mu | $200,905 | – | 4,291 | +100.0% | 0.11% | – |
| MCBC | New | MACATAWA BK CORP | $177,142 | – | 17,333 | +100.0% | 0.10% | – |
| ETW | EATON VANCE TAX-MANAGED GLOB | $128,189 | +4.1% | 15,865 | 0.0% | 0.07% | -18.9% | |
| ARDX | New | ARDELYX INC | $119,750 | – | 25,000 | +100.0% | 0.07% | – |
| MIY | BLACKROCK MUNIYIELD MICH QU | $113,966 | +0.9% | 10,185 | 0.0% | 0.06% | -20.7% | |
| EAD | ALLSPRING INCOME OPPORTUNITinc oppty fd | $75,960 | -0.9% | 12,000 | 0.0% | 0.04% | -23.2% | |
| IAF | ABRDN AUSTRALIA EQUITY FD IN | $49,076 | 0.0% | 11,179 | 0.0% | 0.03% | -22.2% | |
| YTRA | YATRA ONLINE INC | $45,600 | -5.4% | 20,000 | 0.0% | 0.03% | -25.7% | |
| FCEL | New | FUELCELL ENERGY INC | $28,500 | – | 10,000 | +100.0% | 0.02% | – |
| ZOM | ZOMEDICA CORP | $21,170 | +29.9% | 100,000 | 0.0% | 0.01% | 0.0% | |
| LLNW | EDGIO INC | $13,336 | -30.0% | 16,857 | 0.0% | 0.01% | -42.9% | |
| SPPI | New | SPECTRUM PHARMACEUTICALS INC | $12,750 | – | 17,000 | +100.0% | 0.01% | – |
| CAT | Exit | CATERPILLAR INCORPORATEDequity | $0 | – | -852 | -100.0% | -0.15% | – |
| AMGN | Exit | AMGEN INCORPORATEDequity | $0 | – | -961 | -100.0% | -0.18% | – |
| CODI | Exit | COMPASS DIVERSIFIED SH BEN INTequity | $0 | – | -15,895 | -100.0% | -0.21% | – |
| SHM | Exit | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPequity | $0 | – | -14,184 | -100.0% | -0.48% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Norris Perne and French #1
- Crossmark Global Investments #2
- Confluence Investment Management #3
- Eagle Asset Management #4
- Clearbridge Dynamic #5
- Capital Wealth Planning #6
- Dearborn Partners #7
- Franklin Templeton #8
- Shelton Capital #9
- Atlanta Capital Management #10
- Freedom #11
- Congress Asset Mgmt #12
- RJ Research Portfolios #13
- Riverfront #14
- West End Advisors #15
- Columbia Threadneedle #16
- TCW Investment Management #17
- Aligned Investors #18
- Loomis Styles & Co #19
- Cougar Global (MD) #20
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMPLIFY ETF TR | 8 | Q3 2023 | 11.0% |
| APPLE INCORPORATED | 8 | Q3 2023 | 6.0% |
| INVESCO NASDAQ 100 ETF | 8 | Q3 2023 | 7.6% |
| MICROSOFT CORPORATION | 8 | Q3 2023 | 3.1% |
| HUNTINGTON BANCSHS | 8 | Q3 2023 | 3.1% |
| VANGUARD TOTAL STOCK MARKET ETF | 8 | Q3 2023 | 9.6% |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 8 | Q3 2023 | 3.0% |
| VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 4.6% |
| J P MORGAN EXCHANGE TRADED F | 8 | Q3 2023 | 3.8% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 1.7% |
View WEST MICHIGAN ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-15 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-15 |
View WEST MICHIGAN ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.