West-Michigan-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "KTOS",
  "RJF",
  "BROS",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "ALL",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  null,
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "MBWM",
  "EAD",
  null,
  "FFA",
  "FCX",
  "IAF",
  "GILD",
  null,
  "HON",
  "HD",
  "HPQ",
  "MCD",
  null,
  null,
  "ETW",
  "UNP",
  "QCOM",
  "FSCO",
  null,
  null,
  "HWM",
  "ITW",
  "AMAT",
  null,
  "EMR",
  "ICE",
  null,
  "META",
  null,
  "IJH",
  "RNP",
  null,
  null,
  null,
  "KMI",
  "LRCX",
  "IWS",
  "MPC",
  "YTRA",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DOCS",
  "EQIX",
  "GE",
  "EMN",
  "PCAR",
  "IJR",
  "IWD",
  "ORCL",
  null,
  "IWF",
  "PEP",
  "PNC",
  "IEMG",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "MSTR",
  null,
  "ROK",
  "IEFA",
  "SPGI",
  null,
  null,
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TPR",
  "TJX",
  "UAL",
  "VO",
  "DTM",
  null,
  "AS",
  "TFIN",
  null,
  null,
  "ARDX",
  null,
  null,
  "TRGP",
  "TSCO",
  "IWO",
  "IWN",
  "FSK",
  "VYM",
  "AMD",
  "VFC",
  "SDY",
  "DRI",
  "WM",
  "IWP",
  null,
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  "CDTX",
  "AMZN",
  "MSI",
  null,
  "HBAN",
  null,
  "VEA",
  "VTEB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WTFC",
  "WMB",
  null,
  null,
  null,
  "GNTX",
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  "AEM",
  "SCHD",
  "ET",
  null,
  null,
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  "SPOT",
  null,
  null,
  null,
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  null,
  null,
  null,
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  "CSL",
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  "KO",
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  "COP",
  "COST",
  "DVN",
  "FANG",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 212
Total Value: 301578834
Accession Number: 0001765380-25-000207
Form Type: 13F-HR
CIK: west-michigan-advisors
Manager Name: West-Michigan-Advisors

Data Enrichment

76% identified

162 identified50 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

212 positions • $301.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 11

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Broadcom Inc.

AVGO|11135F101

Shares:22.0K

Value:$3.7M

% of Portfolio:1.2% ($3.7M/$301.6M)

AMAZON COM INC

AMZN|023135106

Shares:18.3K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$301.6M)

46641Q332

Shares:60.7K

Value:$3.5M

% of Portfolio:1.1% ($3.5M/$301.6M)

Motorola Solutions, Inc.

MSI|620076307

Shares:7.7K

Value:$3.4M

% of Portfolio:1.1% ($3.4M/$301.6M)

STRYKER CORP

SYK|863667101

Shares:8.9K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$301.6M)

Eaton Corp plc

ETN|G29183103

Shares:12.1K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$301.6M)

Chubb Ltd

CB|H1467J104

Shares:10.6K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$301.6M)

BEST BUY CO INC

BBY|086516101

Shares:43.0K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$301.6M)

46641Q837

Shares:58.1K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$301.6M)

Marathon Petroleum Corp

MPC|56585A102

Shares:19.5K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$301.6M)

Johnson Controls International plc

JCI|G51502105

Shares:33.6K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$301.6M)

69374H436

Shares:71.9K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$301.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:35.3K

Value:$2.5M

% of Portfolio:0.8% ($2.5M/$301.6M)

DEVON ENERGY CORP/DE

DVN|25179M103

Shares:64.9K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$301.6M)

72201R833

Shares:24.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$301.6M)

UNION PACIFIC CORP

UNP|907818108

Shares:10.0K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$301.6M)

CME GROUP INC.

CME|12572Q105

Shares:8.7K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$301.6M)

ANALOG DEVICES INC

ADI|032654105

Shares:11.1K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$301.6M)

ELI LILLY & Co

LLY|532457108

Shares:2.6K

Value:$2.2M

% of Portfolio:0.7% ($2.2M/$301.6M)

464287226

Shares:20.1K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$301.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	22.0K	QoQ -1.95% (-438) YoY +813.51% (+19.6K)	All Managers (Combined)	$3.7M	1.2% ($3.7M/$301.6M)	QoQ -29.19% (-$1.5M) YoY +15.39% (+$490.7K)
AMAZON COM INC(AMZNcusip023135106)	18.3K	QoQ -0.29% (-54) YoY +7.77% (+1.3K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$301.6M)	QoQ -13.53% (-$543.9K) YoY +13.67% (+$418.0K)
(cusip46641Q332)✕	60.7K	QoQ +3.90% (+2.3K) YoY +11.98% (+6.5K)	All Managers (Combined)	$3.5M	1.1% ($3.5M/$301.6M)	QoQ +2.49% (+$84.4K) YoY +10.59% (+$332.1K)
Motorola Solutions, Inc.(MSIcusip620076307)	7.7K	QoQ -0.09% (-7) YoY -11.13% (-968)	All Managers (Combined)	$3.4M	1.1% ($3.4M/$301.6M)	QoQ -5.35% (-$192.0K) YoY +9.86% (-$304.6K)
STRYKER CORP(SYKcusip863667101)	8.9K	QoQ +2.40% (+209) YoY +205.71% (+6.0K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$301.6M)	QoQ +5.87% (+$183.8K) YoY +218.72% (+$2.3M)
Eaton Corp plc(ETNcusipG29183103)	12.1K	QoQ +0.66% (-80) YoY +1.29% (-155)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$301.6M)	QoQ -17.54% (-$700.4K) YoY -11.93% (-$446.1K)
Chubb Ltd(CBcusipH1467J104)	10.6K	QoQ +5.10% (+515) YoY +10.47% (+1.0K)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$301.6M)	QoQ +14.84% (+$415.1K) YoY +29.13% (+$724.7K)
BEST BUY CO INC(BBYcusip086516101)	43.0K	QoQ +0.96% (-411) YoY +95.32% (+21.0K)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$301.6M)	QoQ -13.20% (-$487.4K) YoY +77.56% (+$1.4M)
(cusip46641Q837)✕	58.1K	QoQ -11.49% (-7.5K) YoY -18.69% (-13.4K)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$301.6M)	QoQ -11.39% (-$378.6K) YoY -18.40% (-$663.8K)
Marathon Petroleum Corp(MPCcusip56585A102)	19.5K	QoQ +4.20% (+785) YoY +10.42% (-1.8K)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$301.6M)	QoQ +8.82% (+$230.0K) YoY -20.15% (-$715.7K)
Johnson Controls International plc(JCIcusipG51502105)	33.6K	QoQ +4.04% (+1.3K) YoY +9.93% (+3.0K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$301.6M)	QoQ +5.73% (+$146.9K) YoY +35.48% (+$709.3K)
(cusip69374H436)✕	71.9K	QoQ +1.93% (-1.4K) YoY +8.26% (+5.5K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$301.6M)	QoQ -2.96% (-$81.5K) YoY +12.03% (+$286.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	35.3K	QoQ +4.66% (+1.6K) YoY +287.52% (+26.2K)	All Managers (Combined)	$2.5M	0.8% ($2.5M/$301.6M)	QoQ +3.50% (+$84.7K) YoY +329.85% (+$1.9M)
DEVON ENERGY CORP/DE(DVNcusip25179M103)	64.9K	QoQ +11.15% (+6.5K) YoY +7.71% (-4.7K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$301.6M)	QoQ +27.01% (+$516.7K) YoY -19.72% (-$596.7K)
(cusip72201R833)✕	24.0K	QoQ -4.65% (-1.2K) YoY NEW(+24.0K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$301.6M)	QoQ -4.76% (-$120.8K) YoY NEW(+$2.4M)
UNION PACIFIC CORP(UNPcusip907818108)	10.0K	QoQ +10.77% (+970) YoY -16.33% (-1.9K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$301.6M)	QoQ +14.76% (+$303.1K) YoY -19.63% (-$575.5K)
CME GROUP INC.(CMEcusip12572Q105)	8.7K	QoQ +11.35% (+884) YoY -12.47% (-1.2K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$301.6M)	QoQ +24.15% (+$447.4K) YoY +7.85% (-$167.6K)
ANALOG DEVICES INC(ADIcusip032654105)	11.1K	QoQ +5.27% (-558) YoY +361.06% (+8.7K)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$301.6M)	QoQ -0.07% (-$1.6K) YoY +370.09% (+$1.8M)
ELI LILLY & Co(LLYcusip532457108)	2.6K	QoQ +0.49% (+13) YoY +3.85% (+98)	All Managers (Combined)	$2.2M	0.7% ($2.2M/$301.6M)	QoQ +7.51% (+$152.4K) YoY +10.25% (+$202.8K)
(cusip464287226)✕	20.1K	QoQ -3.72% (-778) YoY +0.08% (+18)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$301.6M)	QoQ -1.71% (-$34.8K) YoY +1.09% (+$21.4K)