WEST MICHIGAN ADVISORS, LLC Portfolio Holdings
Q3 2025•257 long positions•$410.0M portfolio value
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Holding289 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Auto - Parts Consumer Cyclical | $50.7M 12.37% | -$63.9K Sold | 0.817% 1.8M shares | 1.8M → 1.8M −$63.9K | -0.13% | $6.2B Mid Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.2M 3.71% | -$397.5K Sold | — 340.8K shares | 349.7K → 340.8K −$397.5K | -2.55% | — — | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $12.4M 3.03% | -$637.1K Sold | 0.0% 24.0K shares | 25.2K → 24.0K −$637.1K | -4.88% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $11.6M 2.83% | -$129.4K Sold | 0.0% 45.6K shares | 46.1K → 45.6K −$129.4K | -1.1% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $10.7M 2.61% | +$236.6K Bought | 0.0% 57.3K shares | 56.0K → 57.3K +$236.6K | +2.26% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.0M 2.2% | +$9.0M Bought | — 209.7K shares | — | — | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $7.7M 1.87% | +$317.0K Bought | 0.0% 23.3K shares | 22.3K → 23.3K +$317.0K | +4.3% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.2M 1.5% | -$148.6K Sold | — 10.0K shares | 10.3K → 10.0K −$148.6K | -2.35% | — — | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $6.1M 1.48% | -$1.2M Sold | 0.001% 19.3K shares | 23.0K → 19.3K −$1.2M | -16.13% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $6.0M 1.47% | -$46.4K Sold | 0.024% 346.9K shares | 349.5K → 346.9K −$46.4K | -0.76% | $25.2B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.6M 1.37% | -$2.7M Sold | — 97.9K shares | 144.4K → 97.9K −$2.7M | -32.21% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.3M 1.29% | -$2.6M Sold | — 155.0K shares | 230.9K → 155.0K −$2.6M | -32.86% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $5.1M 1.25% | +$1.0M Bought | 0.0% 23.4K shares | 18.7K → 23.4K +$1.0M | +25.32% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Gold Basic Materials | $5.0M 1.22% | +$4.6M Bought | 0.005% 59.1K shares | 5.0K → 59.1K +$4.6M | +1,093.01% | $92.6B Large Cap | Q2 2025 Held for 5 months | |
Drug Manufacturers - General Healthcare | $4.1M 1.0% | -$1.2M Sold | 0.001% 17.7K shares | 23.0K → 17.7K −$1.2M | -22.95% | $409.03B Mega Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $3.9M 0.947% | -$762.0K Sold | 0.003% 10.4K shares | 12.4K → 10.4K −$762.0K | -16.41% | $145.70B Large Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $3.8M 0.928% | +$3.1M Bought | 0.002% 22.9K shares | 4.4K → 22.9K +$3.1M | +419.78% | $179.50B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $3.6M 0.888% | +$2.3M Bought | 0.001% 19.6K shares | 7.1K → 19.6K +$2.3M | +178.42% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $3.5M 0.844% | -$1.1M Sold | 0.0% 33.6K shares | 44.0K → 33.6K −$1.1M | -23.69% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $3.4M 0.828% | +$211.5K Bought | 0.002% 14.3K shares | 13.4K → 14.3K +$211.5K | +6.65% | $225.62B Mega Cap | Q1 2023 Held for 2y 8m | |
Telecommunications Services Communication Services | $3.3M 0.81% | -$1.4M Sold | 0.002% 75.5K shares | 106.5K → 75.5K −$1.4M | -29.1% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Communication Equipment Technology | $3.3M 0.8% | +$2.2M Bought | 0.001% 47.9K shares | 15.8K → 47.9K +$2.2M | +202.55% | $270.48B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 0.795% | -$298.9K Sold | — 57.1K shares | 62.3K → 57.1K −$298.9K | -8.4% | — — | Q4 2021 Held for 3y 11m | |
Luxury Goods Consumer Cyclical | $3.2M 0.785% | +$2.6M Bought | 0.014% 28.4K shares | 5.0K → 28.4K +$2.6M | +464.69% | $23.4B Large Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $3.2M 0.77% | +$3.2M New | 0.016% 7.4K shares | 0 → 7.4K +$3.2M | New | $19.4B Large Cap | Q3 2025 Held for 2 months | |
Oil & Gas Refining & Marketing Energy | $3.1M 0.745% | -$687.5K Sold | 0.005% 15.9K shares | 19.4K → 15.9K −$687.5K | -18.37% | $58.6B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Credit Services Financial Services | $3.0M 0.732% | +$2.6M Bought | 0.001% 9.0K shares | 1.3K → 9.0K +$2.6M | +609.27% | $231.14B Mega Cap | Q3 2024 Held for 1y 2m | |
Renewable Utilities Utilities | $2.9M 0.709% | +$1.9M Bought | 0.002% 4.7K shares | 1.6K → 4.7K +$1.9M | +196.86% | $167.39B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.9M 0.707% | -$76.4K Sold | — 57.2K shares | 58.7K → 57.2K −$76.4K | -2.57% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.9M 0.707% | -$13.8M Sold | — 28.8K shares | 165.8K → 28.8K −$13.8M | -82.63% | — — | Q4 2024 Held for 11 months | |
Gold Basic Materials | $2.9M 0.704% | +$2.9M New | 0.008% 41.1K shares | 0 → 41.1K +$2.9M | New | $35.5B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.9M 0.701% | -$1.9M Sold | — 39.2K shares | 65.7K → 39.2K −$1.9M | -40.36% | — — | Q4 2023 Held for 1y 11m | |
Semiconductors Technology | $2.9M 0.698% | +$2.5M Bought | 0.005% 12.5K shares | 1.7K → 12.5K +$2.5M | +631.35% | $57.4B Large Cap | Q4 2021 Held for 3y 11m | |
Information Technology Services Technology | $2.8M 0.674% | +$2.8M New | 0.011% 14.6K shares | 0 → 14.6K +$2.8M | New | $24.2B Large Cap | Q3 2025 Held for 2 months | |
Medical - Devices Healthcare | $2.8M 0.672% | -$533.2K Sold | 0.002% 7.4K shares | 8.9K → 7.4K −$533.2K | -16.21% | $141.33B Large Cap | Q4 2021 Held for 3y 11m | |
Communication Equipment Technology | $2.7M 0.665% | -$846.9K Sold | 0.004% 5.9K shares | 7.8K → 5.9K −$846.9K | -23.7% | $76.2B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.7M 0.659% | -$1.1M Sold | — 56.8K shares | 79.9K → 56.8K −$1.1M | -28.95% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.7M 0.652% | -$2.8M Sold | — 74.5K shares | 153.1K → 74.5K −$2.8M | -51.37% | — — | Q2 2023 Held for 2y 5m | |
Industrial - Machinery Industrials | $2.7M 0.65% | +$2.4M Bought | 0.003% 10.2K shares | 881.0 → 10.2K +$2.4M | +1,052.1% | $76.0B Large Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $2.7M 0.648% | +$2.4M Bought | 0.002% 84.6K shares | 9.6K → 84.6K +$2.4M | +785.45% | $116.01B Large Cap | Q1 2025 Held for 8 months | |
Tobacco Consumer Defensive | $2.7M 0.646% | +$2.7M Bought | 0.002% 39.5K shares | — | — | $110.97B Large Cap | Q4 2024 Held for 11 months | |
Telecommunications Services Communication Services | $2.6M 0.634% | +$2.6M New | 0.032% 53.5K shares | 0 → 53.5K +$2.6M | New | $8.1B Mid Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $2.6M 0.632% | +$20.6K Bought | 0.0% 3.5K shares | 3.5K → 3.5K +$20.6K | +0.8% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.625% | -$639.1K Sold | — 60.8K shares | 75.9K → 60.8K −$639.1K | -19.97% | — — | Q1 2022 Held for 3y 8m | |
Biotechnology Healthcare | $2.5M 0.619% | +$2.5M New | 0.008% 17.6K shares | 0 → 17.6K +$2.5M | New | $30.4B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $2.5M 0.61% | +$2.0M Bought | 0.002% 22.5K shares | 4.3K → 22.5K +$2.0M | +427.93% | $137.73B Large Cap | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $2.5M 0.608% | +$1.2M Bought | 0.0% 5.0K shares | 2.5K → 5.0K +$1.2M | +98.72% | $1.08T Mega Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $2.5M 0.608% | +$2.3M Bought | 0.03% 16.5K shares | 1.3K → 16.5K +$2.3M | +1,213.59% | $8.4B Mid Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.5M 0.607% | +$2.0M Bought | 0.003% 11.6K shares | 2.4K → 11.6K +$2.0M | +375.76% | $74.8B Large Cap | Q2 2025 Held for 5 months | |
Oil & Gas Exploration & Production Energy | $2.5M 0.602% | +$2.5M New | 0.004% 22.0K shares | 0 → 22.0K +$2.5M | New | $61.2B Large Cap | Q3 2025 Held for 2 months |
