Portfolio (Quarterly)
Guide ↗
WEST MICHIGAN ADVISORS, LLC
· CIK 0001909879| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GNTX | Gentex Corp | Consumer Cyclical | 1,792,684.0 | $41.7M | 9.58% | NEW | — | $23.27 | +8.5% |
| 2 | DIVO | Amplify CWP Enhanced DIV Inm ETF | — | 339,081.0 | $15.1M | 3.46% | NEW | — | $44.52 | +3.6% |
| 3 | MSFT | Microsoft | Technology | 24,599.0 | $11.9M | 2.73% | NEW | — | $483.63 | -22.6% |
| 4 | AAPL | Apple Inc | Technology | 41,425.0 | $11.3M | 2.58% | NEW | — | $271.86 | +10.0% |
| 5 | NVDA | Nvidia Corp | Technology | 57,513.0 | $10.7M | 2.46% | NEW | — | $186.50 | +7.8% |
| 6 | POCT | Innovator U.S. Equity Power Bffer ETF - October | — | 186,976.0 | $8.2M | 1.89% | NEW | — | $43.92 | +5.0% |
| 7 | AVGO | Broadcom Inc | Technology | 18,499.0 | $6.4M | 1.47% | NEW | — | $346.10 | +10.0% |
| 8 | VOO | Vanguard S&P 500 ETF | — | 10,203.0 | $6.4M | 1.47% | NEW | — | $627.12 | +8.2% |
| 9 | JPM | JPMorgan Chase | Financial Services | 18,835.0 | $6.1M | 1.39% | NEW | — | $322.22 | +3.9% |
| 10 | HBAN | Huntington Bancshs | Financial Services | 344,099.0 | $6.0M | 1.38% | NEW | — | $17.50 | -1.1% |
| 11 | JEPQ | J P Morgan Nasdaq EQT PRM Inc ETF IV | — | 99,471.0 | $5.8M | 1.34% | NEW | — | $58.70 | +2.4% |
| 12 | AMZN | Amazon.Com Inc | Consumer Cyclical | 24,027.0 | $5.5M | 1.27% | NEW | — | $230.82 | +1.6% |
| 13 | CGGO | Capital Group Global GRWT Eqy ETF | — | 158,054.0 | $5.5M | 1.26% | NEW | — | $34.65 | +18.7% |
| 14 | — | Apple | — | 18,600.0 | $5.1M | 1.16% | NEW | — | $271.86 | — |
| 15 | SGOV | iShares TR 0-3 MNTH Treasry | — | 47,837.0 | $4.8M | 1.10% | NEW | — | $100.38 | +0.2% |
| 16 | JNJ | Johnson & Johnson | Healthcare | 22,345.0 | $4.6M | 1.06% | NEW | — | $206.95 | +13.7% |
| 17 | QCOM | Qualcomm Incorporated | Technology | 25,021.0 | $4.3M | 0.98% | NEW | — | $171.05 | +16.6% |
| 18 | MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | — | 40,826.0 | $4.1M | 0.94% | NEW | — | $100.70 | +0.0% |
| 19 | NEM | Newmont Corp | Basic Materials | 40,015.0 | $4.0M | 0.92% | NEW | — | $99.85 | -2.0% |
| 20 | ABBV | Abbvie Inc | Healthcare | 17,246.0 | $3.9M | 0.91% | NEW | — | $228.49 | +2.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.4%
Consumer Cyclical
19.9%
Financial Services
14.4%
Healthcare
10.7%
Industrials
8.0%
Communication Services
7.3%
Consumer Defensive
4.1%
Energy
3.3%
Basic Materials
2.6%
Utilities
1.2%