$187 Million is the total value of WEST MICHIGAN ADVISORS, LLC's 151 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TOMMYS EXPRESS HOLDINGS INCequity | $6,264,800 | +13.8% | 410,000 | 0.0% | 3.35% | +52.2% | ||
| NXPI | NXP SEMICONDUCTORS N Vequity | $330,122 | -2.3% | 1,651 | 0.0% | 0.18% | +30.4% | |
| SSO | PROSHARES ULTRA S&P500equity | $277,576 | -8.2% | 5,200 | 0.0% | 0.15% | +22.3% | |
| TECL | DIREXION DAILY TECHNOLOGY BULL 3X SHARESequity | $215,450 | -20.2% | 5,000 | 0.0% | 0.12% | +6.5% | |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETFequity | $210,912 | -5.6% | 4,761 | 0.0% | 0.11% | +27.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-13
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.