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CIK: 0001909879
Total reported value
$526.1M
$526.1M
235 檔
17.7%
In Q2 2025, West Michigan Advisors, LLC's U.S. equity holdings reached a combined market value of $526.1M, distributed across 235 disclosed stock positions.
In Q2 2025, West Michigan Advisors, LLC displayed an active expansion posture, initiating 40 new positions and adding to 82 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 235 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GNTX | Gentex CORP | Stock-Consumer Disc | 11.13% | +0.07% | +0.08% | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.71% | +0.26% | +201.33% | |
| 3 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 4.20% | -3.34% | EXIT | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.39% | +28.60% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.67% | -2.56% | EXIT | |
| 6 | PDEC | Innovator U.s. Equity Power | ETF-Other | 2.55% | — | +0.91% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.50% | +0.03% | +1.45% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.22% | -0.05% | +6.19% | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 2.08% | +0.09% | +2.79% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.88% | -0.03% | +1.72% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.74% | -0.01% | +1.62% | |
| 12 | HBAN | Huntington Bancshares Inc | Stock-Financials | 1.67% | -0.14% | -1.91% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.65% | -0.02% | -0.29% | |
| 14 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.48% | -0.05% | -3.93% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.32% | -0.04% | -0.92% | |
| 16 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.30% | -0.22% | -2.41% | |
| 17 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.29% | — | +0.35% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.25% | -0.01% | +2.46% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.21% | -0.23% | +0.25% | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | — | +177.42% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | -1.16% | EXIT | |
| 22 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 1.15% | +0.03% | +1.03% | |
| 23 | ✓ | Apple | Stock-Other | 1.08% | -0.02% | — | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.06% | -0.08% | +0.23% | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 1.03% | -0.19% | +551.09% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.00% | -0.27% | +2.68% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | -0.12% | -0.08% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | -0.04% | -1.43% | |
| 29 | MSI | Motorola Solutions Inc | Stock-Tech | 0.93% | -0.07% | +0.92% | |
| 30 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.91% | -0.06% | -0.22% | |
| 31 | CB | Chubb Limited | Stock-Financials | 0.88% | -0.06% | +0.68% | |
| 32 | QDPL | Pacer Met US Lrg Cap Dvd 400 | ETF-Other | 0.86% | -0.04% | +5.53% | |
| 33 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.84% | -0.08% | +0.93% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.74% | -0.23% | +8.97% | |
| 35 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.74% | -0.24% | EXIT | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.13% | +3.06% | |
| 37 | ADI | Analog Devices Inc | Stock-Tech | 0.73% | -0.67% | EXIT | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.15% | -0.20% | |
| 39 | CME | Cme Group Inc | Stock-Financials | 0.69% | -0.16% | +2.39% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | — | +33.10% | |
| 41 | UNP | Union Pacific CORP | Stock-Industrials | 0.65% | -0.01% | +0.85% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | -0.06% | -1.62% | |
| 43 | DVN | Devon Energy CORP | Stock-Energy | 0.59% | -0.22% | +1.47% | |
| 44 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.05% | -1.72% | |
| 45 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.55% | -0.36% | EXIT | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.03% | -6.06% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.02% | +21.37% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.03% | +3.72% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | -0.50% | +22.95% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | -0.02% | +3.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.9% | +201.33% | Add |
| 2 | MSFT | Microsoft CORP | +1.1% | +28.60% | Add |
| 3 | ✓ | Apple | +1.1% | NEW | New buy |
| 4 | CRM | Salesforce Inc | +0.9% | +551.09% | Add |
| 5 | ABBV | Abbvie Inc | +0.6% | +177.42% | Add |
| 6 | NVDA | Nvidia CORP | +0.5% | +1.45% | Add |
| 7 | AVGO | Broadcom Inc | +0.5% | +1.62% | Add |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | NEW | New buy |
| 9 | TSLA | Tesla Inc | +0.2% | +140.13% | Add |
| 10 | ✓ | Alcoa | +0.2% | NEW | New buy |
| 11 | SHW | Sherwin-williams Co/the | +0.2% | NEW | New buy |
| 12 | ETN | Eaton Corporation plc | +0.2% | +2.46% | Add |
| 13 | GEV | GE Vernova Inc | +0.2% | +95.58% | Add |
| 14 | MOS | Mosaic Co/the | +0.2% | NEW | New buy |
| 15 | VST | Vistra CORP | +0.2% | NEW | New buy |
| 16 | CDTX | Cidara Therapeutics Inc | +0.1% | +22.22% | Add |
| 17 | NET | Cloudflare Inc - Class A | +0.1% | NEW | New buy |
| 18 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | +0.1% | +66.19% | Add |
| 20 | BAC | Bank Of America CORP | +0.1% | +154.83% | Add |
| 21 | TPYP | Tortoise North American Pipe | +0.1% | NEW | New buy |
| 22 | NRG | Nrg Energy Inc | +0.1% | NEW | New buy |
| 23 | NFLX | Netflix Inc | +0.1% | +16.77% | Add |
| 24 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | New buy |
| 25 | LMT | Lockheed Martin CORP | +0.1% | NEW | New buy |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 27 | JNJ | Johnson & Johnson | +0.1% | -1.43% | Trim |
| 28 | ICE | Intercontinental Exchange In | +0.1% | +144.50% | Add |
| 29 | META | Meta Platforms Inc-class A | +0.1% | +3.06% | Add |
| 30 | TJX | Tjx Companies Inc | +0.1% | +67.26% | Add |
| 31 | SNY | Sanofi-adr | +0.1% | NEW | New buy |
| 32 | TFI | Ss Spdr N Ice Muni Bond ETF | +0.1% | NEW | New buy |
| 33 | EXEL | Exelixis Inc | +0.1% | NEW | New buy |
| 34 | NEM | Newmont CORP | +0.1% | NEW | New buy |
| 35 | RL | Ralph Lauren CORP | +0.1% | NEW | New buy |
| 36 | HD | Home Depot Inc | +0.1% | +33.10% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | +22.95% | Add |
| 38 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.56% | Trim |
| 39 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 40 | AEP | American Electric Power Company, Inc. | +0.1% | NEW | New buy |
| 41 | KVUE | Kenvue Inc | +0.1% | NEW | New buy |
| 42 | JBL | Jabil Inc | +0.1% | NEW | New buy |
| 43 | COHR | Coherent CORP | +0.1% | NEW | New buy |
| 44 | APP | Applovin Corp-class A | +0.1% | NEW | New buy |
| 45 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | NEW | New buy |
| 46 | MMM | 3m Co | +0.1% | NEW | New buy |
| 47 | DHI | Dr Horton Inc | +0.1% | NEW | New buy |
| 48 | FLEX | Flex Ltd. | +0.1% | NEW | New buy |
| 49 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +17.29% | Add |
| 50 | UNIY | Wt Voya Yld Enh Usd Univ Bnd | +0.1% | +55.91% | Add |
According to official SEC Form 13F filings, West Michigan Advisors, LLC reported a total U.S. public equity portfolio value of $526.1M across 235 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GNTX, SGOV, DIVO) accounted for 17.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
Apple
市值: $3.8M
Top Position Liquidated / Trimmed
FOXA
前期市值: $733.6K
During Q2 2025, West Michigan Advisors, LLC's top holdings by market value included GNTX (11.1%)、SGOV (4.7%)、DIVO (4.2%). The largest single position, GNTX, represented 11.1% of total portfolio value.
In Q2 2025, West Michigan Advisors, LLC made 194 total portfolio adjustments, initiating 40 new buys, adding to 82 positions, trimming 55 holdings, and fully liquidating 17 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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