Filed: 8/5/2024ACC: 0001765380-24-000275
π What this filing means
WEST MICHIGAN ADVISORS, LLC filed this quarterly 13FβHR report disclosing 179 equity positions with a total reported market value of $314.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
179
Positions
$314.34M
Total AUM (reported)
6.06M
Total Shares
Allocation by class
COMMON STOCK$211.95M67.4%
ETF$101.06M32.1%
FUND$1.33M0.4%
Portfolio Concentration
Top 3$84.70M26.9%
4β10$55.82M17.8%
11β25$59.87M19.0%
Rest$113.95M36.3%
Top 3 weight
26.9%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 6.06M
Sole
Full voting authority
6.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole179
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings179
Rows:
Gentex Corp
SOLEShares1.85M
TypeSH
Market value$62.32M
19.83%
Sole
1.85M
Shared
0.00
None
0.00
Amplify CWP Enhanced DIV Inm ETF
SOLEShares326.66K
TypeSH
Market value$12.64M
4.02%
Sole
326.66K
Shared
0.00
None
0.00
Apple Inc
SOLEShares46.23K
TypeSH
Market value$9.74M
3.10%
Sole
46.23K
Shared
0.00
None
0.00
Microsoft
SOLEShares20.12K
TypeSH
Market value$8.99M
2.86%
Sole
20.12K
Shared
0.00
None
0.00
SPDR Bloomberg 1 3 MNTH T BLL ETF
SOLEShares95.33K
TypeSH
Market value$8.75M
2.78%
Sole
95.33K
Shared
0.00
None
0.00
J P Morgan Nasdaq EQT PRM Inc ETF IV
SOLEShares157.22K
TypeSH
Market value$8.73M
2.78%
Sole
157.22K
Shared
0.00
None
0.00
Capital Group Global GRWT Eqy ETF
SOLEShares280.20K
TypeSH
Market value$8.30M
2.64%
Sole
280.20K
Shared
0.00
None
0.00
Nvidia Corp
SOLEShares65.07K
TypeSH
Market value$8.04M
2.56%
Sole
65.07K
Shared
0.00
None
0.00
Tommys Express Holdings Inc
SOLEShares444.56K
TypeSH
Market value$7.60M
2.42%
Sole
444.56K
Shared
0.00
None
0.00
Merck & Co. Inc.
SOLEShares43.42K
TypeSH
Market value$5.41M
1.72%
Sole
43.42K
Shared
0.00
None
0.00
Vanguard S&P 500 ETF
SOLEShares9.99K
TypeSH
Market value$5.02M
1.60%
Sole
9.99K
Shared
0.00
None
0.00
Huntington Bancshs
SOLEShares361.93K
TypeSH
Market value$4.83M
1.54%
Sole
361.93K
Shared
0.00
None
0.00
First Trust Growth Strength ETF IV
SOLEShares156.37K
TypeSH
Market value$4.77M
1.52%
Sole
156.37K
Shared
0.00
None
0.00
JPMorgan Chase
SOLEShares23.23K
TypeSH
Market value$4.70M
1.49%
Sole
23.23K
Shared
0.00
None
0.00
Verizon
SOLEShares104.30K
TypeSH
Market value$4.30M
1.37%
Sole
104.30K
Shared
0.00
None
0.00
Invesco S&P 500 Quality ETF
SOLEShares63.54K
TypeSH
Market value$4.04M
1.28%
Sole
63.54K
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares2.43K
TypeSH
Market value$3.90M
1.24%
Sole
2.43K
Shared
0.00
None
0.00
Eaton Corp PLC F
SOLEShares12.15K
TypeSH
Market value$3.81M
1.21%
Sole
12.15K
Shared
0.00
None
0.00
J P Morgan Exchange-Traded International Resh Enhanced
SOLEShares60.35K
TypeSH
Market value$3.78M
1.20%
Sole
60.35K
Shared
0.00
None
0.00
Best Buy Co Inc
SOLEShares42.35K
TypeSH
Market value$3.61M
1.15%
Sole
42.35K
Shared
0.00
None
0.00
JPMorgan Ultra-Short Income ETF
SOLEShares70.91K
TypeSH
Market value$3.58M
1.14%
Sole
70.91K
Shared
0.00
None
0.00
Amazon.Com Inc
SOLEShares18.07K
TypeSH
Market value$3.49M
1.11%
Sole
18.07K
Shared
0.00
None
0.00
JP Morgan ETF Trust MKT Expansion Enhanced
SOLEShares61.24K
TypeSH
Market value$3.47M
1.10%
Sole
61.24K
Shared
0.00
None
0.00
JPMorgan Core Plus Bond ETF
SOLEShares71.10K
TypeSH
Market value$3.29M
1.05%
Sole
71.10K
Shared
0.00
None
0.00
Motorola Solutions
SOLEShares8.48K
TypeSH
Market value$3.28M
1.04%
Sole
8.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Gentex CorpSOLE | Common Stock | 1.85M | SH | $62.32M 19.83% | 1.85M | 0.00 | 0.00 |
Amplify CWP Enhanced DIV Inm ETFSOLE | ETF | 326.66K | SH | $12.64M 4.02% | 326.66K | 0.00 | 0.00 |
Apple IncSOLE | Common Stock | 46.23K | SH | $9.74M 3.10% | 46.23K | 0.00 | 0.00 |
MicrosoftSOLE | Common Stock | 20.12K | SH | $8.99M 2.86% | 20.12K | 0.00 | 0.00 |
SPDR Bloomberg 1 3 MNTH T BLL ETFSOLE | ETF | 95.33K | SH | $8.75M 2.78% | 95.33K | 0.00 | 0.00 |
J P Morgan Nasdaq EQT PRM Inc ETF IVSOLE | ETF | 157.22K | SH | $8.73M 2.78% | 157.22K | 0.00 | 0.00 |
Capital Group Global GRWT Eqy ETFSOLE | ETF | 280.20K | SH | $8.30M 2.64% | 280.20K | 0.00 | 0.00 |
Nvidia CorpSOLE | Common Stock | 65.07K | SH | $8.04M 2.56% | 65.07K | 0.00 | 0.00 |
Tommys Express Holdings IncSOLE | Common Stock | 444.56K | SH | $7.60M 2.42% | 444.56K | 0.00 | 0.00 |
Merck & Co. Inc.SOLE | Common Stock | 43.42K | SH | $5.41M 1.72% | 43.42K | 0.00 | 0.00 |
Vanguard S&P 500 ETFSOLE | ETF | 9.99K | SH | $5.02M 1.60% | 9.99K | 0.00 | 0.00 |
Huntington BancshsSOLE | Common Stock | 361.93K | SH | $4.83M 1.54% | 361.93K | 0.00 | 0.00 |
First Trust Growth Strength ETF IVSOLE | ETF | 156.37K | SH | $4.77M 1.52% | 156.37K | 0.00 | 0.00 |
JPMorgan ChaseSOLE | Common Stock | 23.23K | SH | $4.70M 1.49% | 23.23K | 0.00 | 0.00 |
VerizonSOLE | Common Stock | 104.30K | SH | $4.30M 1.37% | 104.30K | 0.00 | 0.00 |
Invesco S&P 500 Quality ETFSOLE | ETF | 63.54K | SH | $4.04M 1.28% | 63.54K | 0.00 | 0.00 |
Broadcom IncSOLE | Common Stock | 2.43K | SH | $3.90M 1.24% | 2.43K | 0.00 | 0.00 |
Eaton Corp PLC FSOLE | Common Stock | 12.15K | SH | $3.81M 1.21% | 12.15K | 0.00 | 0.00 |
J P Morgan Exchange-Traded International Resh EnhancedSOLE | ETF | 60.35K | SH | $3.78M 1.20% | 60.35K | 0.00 | 0.00 |
Best Buy Co IncSOLE | Common Stock | 42.35K | SH | $3.61M 1.15% | 42.35K | 0.00 | 0.00 |
JPMorgan Ultra-Short Income ETFSOLE | ETF | 70.91K | SH | $3.58M 1.14% | 70.91K | 0.00 | 0.00 |
Amazon.Com IncSOLE | Common Stock | 18.07K | SH | $3.49M 1.11% | 18.07K | 0.00 | 0.00 |
JP Morgan ETF Trust MKT Expansion EnhancedSOLE | ETF | 61.24K | SH | $3.47M 1.10% | 61.24K | 0.00 | 0.00 |
JPMorgan Core Plus Bond ETFSOLE | ETF | 71.10K | SH | $3.29M 1.05% | 71.10K | 0.00 | 0.00 |
Motorola SolutionsSOLE | Common Stock | 8.48K | SH | $3.28M 1.04% | 8.48K | 0.00 | 0.00 |
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