$250 Million is the total value of WEST MICHIGAN ADVISORS, LLC's 249 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SSO | PROSHARES ULTRA S&P500 | $302,380 | +15.8% | 5,200 | 0.0% | 0.12% | -18.2% | |
GLD | SPDR GOLD SHARES | $290,580 | -2.7% | 1,630 | 0.0% | 0.12% | -31.8% | |
IWN | ISHARES TR RUS 2000 VAL ETF | $244,147 | +2.8% | 1,734 | 0.0% | 0.10% | -27.4% | |
CRL | CHARLES RIV LABS INTERNATIONAL INCORPORATED | $233,378 | +4.2% | 1,110 | 0.0% | 0.09% | -26.8% | |
FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $223,339 | +4.1% | 4,761 | 0.0% | 0.09% | -27.0% | |
ARDX | ARDELYX INCORPORATED | $84,750 | -29.2% | 25,000 | 0.0% | 0.03% | -50.0% | |
YTRA | YATRA ONLINE INCORPORATED ORD SHS | $39,600 | -13.2% | 20,000 | 0.0% | 0.02% | -38.5% | |
FCEL | FUELCELL ENERGY INCORPORATED | $21,600 | -24.2% | 10,000 | 0.0% | 0.01% | -43.8% | |
ZOM | ZOMEDICA CORPORATION | $20,000 | -5.5% | 100,000 | 0.0% | 0.01% | -33.3% | |
LLNW | EDGIO INCORPORATED | $11,362 | -14.8% | 16,857 | 0.0% | 0.01% | -37.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-15
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 | 2024-05-14 |
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.